House Calls
Cain Brothers, a division of KeyBanc Capital Markets
Welcome to House Calls, where we talk to investment bankers from Cain Brothers, a division of KeyBank Capital Markets Inc. These bankers are working in some of the most interesting segments of healthcare, with organizations and business models that are helping to change the US healthcare industry. Host David Johnson is a recovering investment banker who discovered he’s actually a journalist and started 4sight Health, a thought leadership and advisory company. Johnson leads the conversation as he and a Cain Brothers banker examine many fascinating corners of healthcare undergoing market-driven change.
The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC.
KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.
The opinions expressed by the guest speaker in the House Calls and Quick Hits podcasts are not necessarily those of Cain Brothers, a Division of KeyBanc Capital Markets, or any of its affiliates. The podcast is provided for informational purposes only, does not constitute research, legal, regulatory, tax, accounting, or investment advice, and should not be regarded as a recommendation or a solicitation. "Cain Brothers, a division of KeyBanc Capital Markets” is a trade name of KeyBanc Capital Markets Inc. Member FINRA/SIPC.
KeyBanc Capital Markets Inc. and KeyBank National Association are separate but affiliated companies. Securities products and services are offered by KeyBanc Capital Markets Inc. and its licensed securities representatives. Banking products and services are offered by KeyBank National Association.
Episodes
Mentioned books
Mar 25, 2026 • 13min
Quick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class?
Cain Brothers’ Vice President Joe Baggett talks with Dave about the rapidly growing Longevity market, the services and business models gaining traction with consumers and investors, and the long-term potential of this concierge approach to prevention and health optimization. Cain Brothers is a division of KeyBanc Capital Markets.
7 snips
Mar 5, 2026 • 15min
Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare
Todd Rudsenske, Managing Director at Cain Brothers and healthcare banker, offers a concise take on strategy, productivity, and health tech. He argues for operational efficiency over chasing flashy innovation. They critique EMRs, highlight stalled healthcare productivity, and explore practical AI uses like triage and clinician augmentation.
Feb 12, 2026 • 20min
Quick Hits: A Year in Review and the Year Ahead
Wyatt Ritchie, the head of Cain Brothers, talks with Dave Johnson about the recent JP Morgan Healthcare Conference and the outlook for healthcare markets, capital raising, strategic transactions, regulatory policy, AI, and more in the year ahead. Cain Brothers is a division of KeyBanc Capital Markets.
15 snips
Jan 29, 2026 • 51min
The Future of AI in Healthcare: Insights from Leading Investors
Todd Pessis, Principal at Silversmith Capital Partners, a growth equity investor in healthcare IT. Marina Kusserow, Operating Partner at a16z focused on health and bio investments. They discuss where AI adoption is happening fastest. They debate clinical co-pilots, hospital use cases like prior auth and scribes, and how AI shifts capital efficiency, sales cycles, and platform risk.
Dec 10, 2025 • 51min
Why Prevention and Transparency Won't Fix U.S. Healthcare: Insights from MedPAC's Chairman Michael Chernew
At the recent Cain Brothers’ Private Company Healthcare Conference, Dr. Michael Chernew, Chairman of the Medicare Payment Advisory Commission (MedPAC), joined Dave Johnson to debate fundamental assumptions about U.S. healthcare and strategies for reducing costs, improving outcomes, and enhancing consumer experience. Cain Brothers is a division of KeyBanc Capital Markets.Note: this episode contains adult language.
Nov 18, 2025 • 39min
When the Shell Game Stops: Will Instability Across Healthcare’s Complex Funding Dynamics Force Systemwide Transformation?
With new fiscal pressures hitting Medicare, Medicaid, and commercial insurance markets at once, is U.S. healthcare finally reaching a limit on available resources? The House Calls panel untangles this complicated knot and debates the impact on stakeholders and potential paths forward. Cain Brothers is a division of KeyBanc Capital Markets.
Sep 30, 2025 • 10min
Quick Hits: The Big Beautiful Bill and Its Impact on Skilled Nursing Facilities (SNFs)
A major legislative push aims to cut $1 trillion from Medicaid, putting intense pressure on skilled nursing facilities. Guest Andy Goldberg discusses how these operators are responding to reduced reimbursement rates and rising clinical complexities. Outsourcing operations and embracing new care models are emerging as essential strategies for survival. The conversation explores whether budget cuts could paradoxically drive improvements in quality through innovative practices and technology. Adaptability will be key for SNFs to navigate this shifting landscape.
Aug 5, 2025 • 12min
Quick Hits: Distribution Titans Enter Specialty Physician Practice Management Arena
Cain Brothers’ Director Jonah Schutzman talks with Dave Johnson about a new trend in the provider consolidation market. Private equity, payers, and other traditional buyers and partners of specialty provider organizations are scaling back and large healthcare distributors are stepping in as full acquirers, offering liquidity, strategic partnerships, and operating infrastructure. How will this impact providers, distributors, and traditional investors? Cain Brothers is a division of KeyBanc Capital Markets.
Jun 26, 2025 • 17min
The Kids Aren’t Alright: Addressing the Behavioral Health Crisis Among Adolescents and Young Adults
Today’s adolescents and young adults face unique challenges affecting their development and mental health. Cain Brothers’ Managing Director Erika Haanpaa talks with Dave about the factors driving the rising demand for age-appropriate mental health services and the new generation of innovative service providers leading the way with highly effective and scalable care models. Cain Brothers is a division of KeyBanc Capital Markets. Read the companion article on Key.com.
May 29, 2025 • 12min
Quick Hits: The Future is Now - The Increasing Prevalence of Augmented, Virtual, and Mixed Reality in Orthopedic Surgery
Cain Brothers’ Vice President JP Mills talks about exciting technological advances in orthopedic surgery – including augmented reality, mixed reality, virtual reality and surgical robots – and the potential impact on health outcomes, healthcare costs, and access. Cain Brothers is a division of KeyBanc Capital Markets.
