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Speakers and Panels

State of Healthcare And Trends Impacting Decision Making

Risks, Returns And Opportunities in Real Estate

Jake Rohe

Jake Rohe

Managing Partner and President

PMB

Annette Walker

Annette Walker

City of Hope Orange County

President

Dana Crompton

Dana Crompton

Director-Operations Planning & Facilities Development

Kaiser Permanente Medical Group

Alyssa Scholz

Alyssa Scholz

Principal, Executive Director Healthcare

Cuningham

Fernando Villa
Moderator

Fernando Villa

Partner

Manatt, Phelps & Phillips

Jake Rohe

Managing Partner and President

PMB

Jake brings a passion for addressing healthcare real estate holistically as part of the entire healthcare delivery continuum. His dedication to understanding the new world of healthcare consumerism makes PMB an integral part of our clients’ healthcare strategies and solutions.

Jake has been with the firm since 2005 and focuses on the overall vision and strategy of the company including financial, operational, growth, team and delivery partnerships. Jake is responsible for sourcing, structuring and leading development opportunities including deal structuring, entitling, financing, and managing ground-up development projects from inception to occupancy.

Jake is a LEED® Accredited Professional and has a California real estate broker’s license. He is on the ULI Health Care and Life Sciences Council, an advisory board member of Cal Poly Pomona’s College of Environmental Design and holds active memberships in the Urban Land Institute (ULI), Cornell Real Estate Council and the U.S. Green Building Council.

Jake received his Bachelor of Science degree in Industrial and Labor Relations from Cornell University in 2003, a Certificate in Real Estate Finance, Investments and Development and a Certificate in Healthcare Transformation from the University of California Irvine. Jake lives in Encinitas, CA with his wife and three kids

Annette Walker

City of Hope Orange County

President

Annette Walker is the visionary health care leader tapped to build City of Hope, Orange County, a 21st-century approach to treating and curing cancer and other serious illness.

Named one of the 25 most influential women leaders in U.S. health care by Modern Healthcare magazine, Annette believes this latest chapter in her career is the most important, as it allows her to serve the region that has been her home for 40 years. Working with physicians, community leaders, health care experts, and others, Annette will expand City of Hope’s world-class health network in Orange County, with the main health campus planned for Irvine’s Great Park. Stemming from the main health campus will be a network of services and programs providing breakthrough treatments and therapies, as well as education and preventive care to make the region healthier.

Known for her ability to get the job done, Annette is a master at strategy and planning. Before coming to City of Hope, she was President of Strategy for Providence St. Joseph Health System, the nation’s third-largest health system. While there, she was instrumental in bringing two noted health organizations together, and, within the first year, succeeded in convening key stakeholders to develop a transformational strategic plan.

Annette also served as interim president and chief executive of St. Joseph Health before the merger of St. Joseph Health and Providence. Under her leadership, St. Joseph Health became a leader in acute care, wellness, and disease prevention. Her team opened several groundbreaking Wellness Corners and other programs bringing wellness and health education literally to the doorstep of many communities.

Annette holds a master's degree in health care administration from the University of Minnesota and a bachelor’s degree in biology from Loyola Marymount University in Los Angeles. She is the mother of six children, grandmother of 12, and an advocate for organizations promoting effective work-life balance.

Dana Crompton

Director-Operations Planning & Facilities Development

Kaiser Permanente Medical Group

Dana is the Director of Operational Planning and Facilities Development at Kaiser Permanente,

Orange County. She joined the Southern California Permanente Medical Group (SCPMG) team

in 2013 as the Department Administrator for the Gardena, Torrance and Manhattan Beach

medical office buildings. She also had the opportunity to work with the teams that designed

and built both the Manhattan Beach MOB and Signal Hill MOB (Next Generation) medical office

buildings.

Dana transitioned to the Orange County leadership team in 2016. In her current role, Dana

represents the SCPMG physicians, administrators and staff while working with the design,

construction and facilities/maintenance teams in the Orange County Service Area. In her work

with the Executive Leadership, KP National Facilities Services (NFS), architects, decision support,

and the regional Care Transformation team, Dana has a unique role of applying her career’s

experience to the design, construction and operational function of the medical office buildings,

patient care areas and administrative spaces throughout the entire OC Service area.

Before joining Kaiser Permanente in 2013, Dana enjoyed a career spanning more than 25 years

in hospital and healthcare administration around Southern California, holding leadership

positions in supply chain, performance improvement and perioperative services. Dana earned

her BA in Biology from UC San Diego, Revelle College and her MHA from the University of

Minnesota. Outside of work, Dana is a National Elite official for women’s lacrosse and enjoys

spending time with her partner, active teenager and two senior rescue dogs.

Revitalizing Outpatient & Inpatient Healthcare Facilities

Innovating, Updating, Renovating, Repurposing And Repositioning Projects

Kevin Cheng

Kevin Cheng

Director of Facilities, Design & Construction

City of Hope

Alex Bolanos

Alex Bolanos

VP, Acquisitions & Development

United Surgical Partners International

Grady Ritua

Grady Ritua

Project Director

McCarthy Building Companies

Teresa Endres

Teresa Endres

Medical Planning Director

Taylor Design

Stan Singh
Moderator

Stan Singh

Director of Product

Doxel

Kevin Cheng

Director of Facilities, Design & Construction

City of Hope

Kevin Cheng is Director of Construction at the City of Hope National Medical Center in Duarte, CA. He currently manages a capital construction portfolio in excess of $700M. Kevin oversees all construction activities for facilities within the City of Hope enterprise including Duarte Campus National Medical Center and Medical Foundation (30+ sites). Cheng’s past experience includes having worked for General Contractors, as well as owner’s rep in Real Estate Development. He holds a J.D. from University of the Pacific– McGeorge School of Law and a B.S. in Business Administration from UC Riverside. He is also a licensed California real estate broker. In other capacities, he currently serves as Planning Commissioner for the City of San Marino and as an Governor appointed member of the Dental Board of California.

Alex Bolanos

VP, Acquisitions & Development

United Surgical Partners International

Senior level healthcare sales management and corporate development leader with over 20 years experience. Track record of delivering results in an evolving healthcare landscape by empowering talented teams and driving a performance oriented culture with unwavering integrity. Develop meaningful strategies for health systems, physician specialist groups, and payers to effectively align with the rapid transformation and shift of ambulatory surgical care to lower cost settings.

Established executive level health system relationships throughout the western region that have been maintained through trust, transparent interactions, and successful joint ventures.

Led tenured sales teams, managers, and complex development efforts for exceptional healthcare organizations. Deep clinical understanding in Orthopedics, Radiology, Cardiology, General Surgery, Vascular, and Dialysis specialties.

Teresa Endres

Medical Planning Director

Taylor Design

Teresa believes design can empower physicians to heal, scientists to discover, and healthcare leaders to innovate. She has designed over 30 million square feet of healthcare facilities, totalling over $27 billion. Teresa has planned every modality and department in a hospital, outpatient facility and skilled nursing facility; experience which led to OSHPD leadership to invite her to serve as an OSHPD Emergency Design Task Force team leader. Teresa’s planning philosophy integrates Lean principles and evidence-based design to create highly efficient healthcare facilities with exceptional patient experience and staff satisfaction.

Stan Singh

Moderator

Doxel

Stan works closely with both the field and office personnel in the construction industry to help alleviate their pain points associated with tracking jobsite progress through the use of technology.

Leveraging his unique experience, which includes running his own residential painting business in college to working as a project engineer for large commercial GC’s such as Turner and Kitchell and then transitioning to the construction tech scene by working for companies such as Bluebeam, Raken, and now Doxel gives him a holistic view on how all aspects of a business (sales, marketing, product, engineering, and customer success) come together to provide value for clients.

Stan truly believes that if technology is to be widely adopted at the jobsite or at any company, tech companies need to have strong empathy for the needs of the end-users so that they can help create simple, yet powerful tools that will not only help improve the bottom line but also improve the lives of the workers.

Stan holds a B.S. degree in Mechanical Engineering from UCSD and is also a LEED AP. He serves his community as a mentor in the ACE program that helps high school students learn about the AEC industry and was also honored as Big Brother of the Year in 2013.

Medical Office Building Demand And Development

Future Growth For MOB’s, Ambulatory and Outpatient Care

John Pollock

John Pollock

Chief Financial Officer

Meridian

Alicia Wachtel

Alicia Wachtel

ED, Facilities Planning, Design and Construction

Cedars Sinai Health System (CSHS)

Nancy Moses

Nancy Moses

Principal

Trammell Crow Company

Sean Hu

Sean Hu

VP

tk1sc

Justin Bertain

Justin Bertain

Healthcare Director

Turner Construction

Ally Di Conti Cole
Moderator

Ally Di Conti Cole

VP

Jensen Hughes

John Pollock

Chief Financial Officer

Meridian

JJohn Pollock is Chief Financial Officer and Managing Director at Meridian. Mr. Pollock is responsible for

the capital markets, financing, and operational functions of Meridian. He works with his executive

leadership team on the company’s strategy and operations. Before his most recent role, Mr. Pollock

served as Chief Executive Officer and Chief Operating Officer.

With more than 30 years of knowledge shaped by a wide range of experiences in commercial and

residential real estate development, Mr. Pollock has proven his ability to lead, manage and develop

highly effective cross functional teams. Prior to joining Meridian in 2006, Mr. Pollock served as General

Manager for national home builder Centex Homes where he was responsible for all land development,

construction and sales in Santa Fe, New Mexico. From 1997 to 2003, Mr. Pollock served as Vice

President of Bovis Lend Lease, a leading international project management and construction company

operating in more than thirty countries. At Bovis, Mr. Pollock’s responsibilities included managing

finance, project controls and risk management and he was involved in a wide range of transactions in

size, scope, and geography.

Notable developments Mr. Pollock has been involved in include, Santana Row in San Jose, CA, Four

Seasons Hotel in San Francisco, CA, Lincoln Square in Bellevue, WA and the Privatization of Fort Hood

Family Housing in Killeen, TX.

John is a member of Urban Land Institute (ULI) and sits on the ULI Health Care and Life Science Council.

He also serves on the HREI Editorial Advisory Board and is a Certified Public Accountant. John Received a

Bachelor of Science degree in Economics from St. Mary’s College.

Alicia Wachtel

ED, Facilities Planning, Design and Construction

Cedars Sinai Health System (CSHS)

During this time of system transformation and geographical growth for

Cedars Sinai, Alicia is responsible for the management and leadership of

capital projects related to the health system’s expansion, the Medical

Delivery Network growth, and the built platforms supporting care delivery transformation. Her

responsibilities include hands on work with Real-Estate strategies that support the robust portfolio of

new clinical space. Since 1995, Wachtel has dedicated her career to Healthcare Design. Prior to joining

Cedars-Sinai in 2017, Alicia Wachtel was a Principal in the Los Angeles office of HOK.

Wachtel’s professional career has been focused on the delivery of complex replacement projects and

the multiple delivery methodologies associated with them, including hospital P3s.

Alicia holds a Bachelor of Science in Architecture and Urban Design from the Technion, Israel Institute of

Technology, where she transferred from the School of Architecture, Universidad del Estado,

Montevideo - Uruguay.

Nancy Moses

Principal

Trammell Crow Company

Nancy Moses serves as Principal with Trammell Crow Company, where she leads project

execution within the Los Angeles business unit. Specializing in client management, Nancy helps

occupiers identify and implement real estate solutions, and is sought after by clients for her ability

to drive decision-making consensus and then convert that shared vision into a turnkey delivery.

In her tenure at TCC, Nancy has successfully delivered over 1.7 million square feet of office and

healthcare developments within the greater Los Angeles area, with more than 750,000 square feet

anticipated to commence construction in 2023. Nancy was recognized as Commercial Property

Executive’s Stars to Watch in 2020, and one of Real Estate Forum’s 2022 Women of Influence.

Recent projects include the Vermont Corridor County Administration building, MLK Medical Office

Building, Engemann Student Health Center on the USC Campus, and the USC Keck School of

Medicine Soto Health Science Building.

Sean Hu

VP

tk1sc

Sean is a healthcare market sector leader at tk1sc with 17 years of experience in healthcare design and construction. Sean has been a key team member on a variety of healthcare construction and strategic planning projects including the opening of five new greenfield hospitals and multiple renovations, expansions and master planning of medical centers. His passion lies in helping healthcare providers develop engineering solutions that ultimately lead to better patient care outcomes.

Justin Bertain

Healthcare Director

Turner Construction

Justin Bertain joined Turner Construction Company in 2004 and has taken on a range of roles that

include preconstruction, project management, and superintending, touching every aspect of the

construction process. He is currently the healthcare Project Executive for Turner’s southern California

region. In this role, he oversees our healthcare preconstruction and construction teams, in addition to

supporting the project goals and objectives of his clients. Working closely with owners, architects, and

trade partners, Justin acts as a driving force for lean practices by promoting innovation and efficiency in

the construction process. Notable clients that Justin has worked with include Kaiser Permanente,

MemorialCare, Keck Medicine of USC, and Emanate Health.

Justin received his bachelor’s degree in Construction Management from Cal Poly, Pomona and is actively

involved in such organizations as Design Build Institute of America (DBIA), Associated General

Contractors of California (AGC) and the American Subcontractor Association (ASA).

Financing & Investing in Healthcare

Investment Strategies & Deal Flow

Tim Olivos

Tim Olivos

SVP, Medical Real Estate Investments

Clarion Partners

Elliott Sellers

Elliott Sellers

Partner & SVP of Investments

Anchor Health Properties

Andrew Saba

Andrew Saba

Managing Director

Stockdale Capital Partners

Hillary Dorne
Moderator

Hillary Dorne

Senior Counsel

Buchalter

Elliott Sellers

Partner & SVP of Investments

Anchor Health Properties

Elliott Sellers is a Senior Vice President, Investments & Partner with Anchor Health Properties and serves an integral role in the management of real estate acquisition and development investments. Originally joining Anchor Health Properties as part of the internship program, Mr. Sellers now leads the Company’s Washington, DC office and oversees the Investments team. During his six years at the Company, Mr. Sellers has overseen or been involved with approximately $3 billion of closed investments to date across 150+ distinct transactions. In addition to leadership of the Investments team, Mr. Sellers leads business development efforts for the Mid Atlantic, Southeast, Southern California, and Pacific Northwest regions through which he has overseen the acquisition of more than 2.5 million square feet of healthcare real estate investments to date. Mr. Sellers is a member of the Firm’s investment committee.

Prior to his current role, Mr. Sellers interned at HFF in Charlotte, North Carolina, with key focus areas including investment sales and debt placement for a wide variety of asset classes.

Mr. Sellers is actively involved in the healthcare real estate sector and sits as a committee member of the inaugural Revista Rising Leaders Council- a hand selected industry group of rising professionals dedicated to supporting growth of the healthcare real estate sector. Locally in Washington, DC, Mr. Sellers is involved with Urban Land Institute through a variety of programs, including most recently graduating from the 2022 Leadership Institute. Mr. Sellers enjoys volunteering in his community and previously served on the Central Virginia American Red Cross Board. Mr. Sellers holds a BBA degree in finance from James Madison University (JMU) and is a Chartered Financial Analyst (CFA®) charterholder.

Andrew Saba

Managing Director

Stockdale Capital Partners

Mr. Saba is responsible for asset management with a focus on healthcare real estate at Stockdale. Previously, he worked

with Meridian, a Marcus and Millichap subsidiary, as an acquisition manager in Southern California from 2015 to 2016.

Prior to Meridian, Mr. Saba was the Director of Leasing and Marketing for Pacific Medical Buildings’ Real Estate

Services team, responsible for building and managing the leasing platform for a medical office portfolio in excess of 3

million square feet across the western US. Before Pacific Medical Buildings, Andrew worked with Healthcare REIT, now

Welltower, in the Management Services Group division as a property manager, beginning in South Florida and relocating

to Southern California in 2007. Mr. Saba holds a California RE salesperson license as well as the RPA designation

through BOMI. Mr. Saba holds a Master of Business Administration from the University of Southern California and a

Master of Science and Bachelor of Science in Communication from Florida State University.

Hillary Dorne

Moderator

Buchalter

Hillary Dorne is a member of both the Corporate Practice Group and the Health Care Practice

Group in Buchalter’s San Diego office. Ms. Dorne focuses her practice on advising private client

transactions, including business planning and corporate compliance, corporate governance,

commercial finance, and real estate, representing both individuals and entities. She has

additional experience in the formation and operation of businesses, mergers and acquisitions,

joint ventures, divestitures, stock options, finance, and general representation of entrepreneurs

within a variety of diverse industries with a particular emphasis on advising clients in the health

care field. Ms. Dorne is also knowledgeable in personal estate planning and multigenerational

family business succession planning.

Ms. Dorne was named a Women of Influence in Law 2022 by the San Diego Business Journal.

Community

• U.S. District Court, Southern District of California

• San Diego County Bar Association

• California Society for Healthcare Attorneys

Representative Matters

• Represents lenders and borrowers in documentation, negotiation and closing of

commercial lending transactions (involving acquisition and development, construction,

ground lease and(or) permanent financing for office, hotel, retail, commercial and

industrial properties)

AZ| CA | OR | UT | WA

BUCHALTER.COM

2

Hillary M. Dorne | Senior Counsel

• Prepares business contracts documenting essential early relationships, joint venture

agreements, buy/sell agreements between business partners, and advises clients

regarding short and long-term business planning and strategies

• Forms business organizations, including limited liability companies, partnerships, and

corporations

• Provides a wide-range of federal, state and local business advice to individuals,

partnerships, corporations, and other business entities on corporate compliance

• Represents health care companies in mergers and acquisitions, formation of multi-

specialty groups, independent practice associations, and management service

organizations

• Negotiates management service contracts, physician service agreements, employment,

independent contractor, shareholder and partnership agreements, purchase and sale of

professional practices and related agreements

• Represents clients in real property transactions, including sales, leasing, acquisitions,

1031 exchanges, and financing, for both residential and commercial properties

• Represents clients in various business matters and transactions, including business

governance, joint ventures, mergers and acquisitions, reorganizations and spin-offs, and

liquidations

• Assists clients with multi-generational succession planning for closely-held businesses

and other personal and/or family assets

• Designs and structures estate planning documents for clients (including wills, trusts,

advance health care directives, asset management powers of attorney, etc.)

Education

Ms. Dorne received her J.D. from the University of San Diego, School of Law. She was also a

participant of the University of Barcelona School of International Law Program in Barcelona,

Spain. She earned her B.S. from the University of California, Davis.

Prioritizing Patient Care

Purposeful Inspiring Design, Technology And Amenities To Enhance Well-Being of Patients And Staff

Alina Moran

Alina Moran

President

Dignity Health CA Hospital Medical Center

Jake Schack

Jake Schack

Senior Facility Development Manager

Hoag Memorial Hospital

Jason Groshart

Jason Groshart

Vice President

Bernards

Darci Hernandez

Darci Hernandez

Principal

Boulder Associates

Brian Yeretzian
Moderator

Brian Yeretzian

Principal

Polsinelli

Alina Moran

President

Dignity Health CA Hospital Medical Center

Alina Moran, MPA, FACHE, FAB is the president at Dignity Health – California Hospital. Since joining California Hospital, Moran has spearheaded numerous hospital-wide initiatives focusing on patient safety, health equity, and employee engagement, while being an active voice and advocate for members of the local communities. Additionally, she oversees the large-scale construction of a new four-story patient tower which will house new Emergency and Trauma departments, new NICU and maternal health departments and much more.

Moran has also played a pivotal role in integrating the Hope Street Margolis Family Center with the hospital which continues to impact the thousands of children and families that utilize its community health and educational services. Moran sits on the Board of the Hospital Association of Southern California (HASC).

Jason Groshart

Vice President

Bernards

Jason leads the pursuit and management of all healthcare related projects for Bernards including hospitals, medical office buildings, skilled nursing facilities, and VA healthcare. With a thorough understanding of HCAI procedures and three decades of experience, including over 70 OSHPD/HCAI projects, he excels in building strong collaborative teams that deliver successful outcomes in this specialized market sector.

Originally from Santa Ynez, California, Jason holds a BS degree in Biochemistry from California Polytechnic State University, San Luis Obispo, and is a certified OSHPD Class A Hospital Inspector. He is also a member of the American Society of Healthcare Engineers.

Darci Hernandez

Principal

Boulder Associates

Darci leads Boulder Associates’ Orange County office, with clients such as Hoag, UCLA, Providence, City of Hope, and CommonSpirit (formerly Dignity Health). She emphasizes innovation in design and delivery, and has embraced lean approaches to both to bring value to clients and projects. She maintains a deep knowledge of the business of healthcare and an eye towards the future of healthcare delivery to fulfill her role of being a trusted advisor to her clients.

why you won't want to miss this conference

What You’ll Learn From Healthcare / Commercial Real Estate Leaders:

  • Where lies new healthcare CRE investment and development opportunities?

  • How are developers, investors, and designers prioritizing patient care in existing facilities and ground-up construction projects?

  • How can CRE leaders partner with healthcare systems to provide affordable, high-quality healthcare throughout Southern California & beyond?

  • Which locations are in highest demand for medical office buildings and what has increased the need for these facilities? 

  • What are the current differences in inpatient vs. outpatient development?

  • What factors – whether it be a growing and aging community, new legislation, a rise in demand, or other trends – are impacting hospital expansions and new developments?

  • As medical office buildings expand across Southern California, how are these developments shaping the future of healthcare?

  • How is technology being utilized in future construction and design and how are older systems being upgraded to include new innovations and regulations?

Notable Projects:

City of Hope FD&C - Duarte Outpatient Center /// Topping off ceremony at COH Orange County Hospital Tower /// Newly Completed Parking Structure /// CTCA fully transitions to City of Hope /// City of Hope Lennar Cancer Center /// COH Central Utility Plan (in construction) /// COH Announcement of new Integrative Oncology Program from $100M donation

Stockdale Capital Partners - 656 San Vicente

PMB - Helen Caloggero Women’s & Family Center, Orange, CA

PMB - Emanate Health Medical Arts Building II, West Covina, CA

PMB - UC Davis Rehabilitation Hospital, Sacramento, CA

Meridian - Pacifica Medical Plaza, Irvine, CA – 114,208 SF General Office building converted to Class-A MOB /// Multi-tenant Medical Office Building, Santa Ana, CA – 53,000 SF Culinary Arts School converted to Class-A MOB /// Torrance Medical Office Building, Torrance, CA – 26,000 SF vacant medical office building purchased as value-add opportunity

Turner Construction Company - MemorialCare Miller Children’s & Women’s Hospital, Cherese Mari Laulhere Children’s Village /// Kaiser Permanente Irvine Medical Center /// Baldwin Hills Crenshaw Medical Office Building

Articles To Read Before Attending: 

For The State of the Healthcare CRE Market, Look to the West

How You’ll Do More Business From Attending This Event: The healthcare sector has gone through major changes throughout the past few years in Southern California. Join us in Los Angeles to hear from the leaders in healthcare who are partnering with major commercial real estate players to work towards solutions and set the stage for what operation, design, construction, and development will look like in the near future.  

Who You'll Network With: Healthcare Systems, Owners, Developers, Investors, Architects, Construction, Designers, Brokers, Lawyers, Financial Institutions & Government Officials.

Why You Should Attend This Summit: Bisnow events bring together the biggest power players in the industry to identify opportunities, build your network and expand your business. With the largest audience of commercial real estate professionals in the world, no one knows how to help your business more than us.

For questions, recommendations, comments, or press inquiries please email our event producer, Samantha D'Angelo at samantha.dangelo@bisnow.com.

Agenda

Time Activity
5:00 PM
6:00 PM
Networking & Coffee
6:00 PM
6:45 PM
State of Healthcare And Trends Impacting Decision Making

Risks, Returns And Opportunities in Real Estate

6:45 PM
7:25 PM
Financing & Investing in Healthcare

Investment Strategies & Deal Flow

7:25 PM
8:15 PM
Networking & Lunch
8:15 PM
9:00 PM
Medical Office Building Demand And Development

Future Growth For MOB’s, Ambulatory and Outpatient Care

9:00 PM
9:40 PM
Revitalizing Outpatient & Inpatient Healthcare Facilities

Innovating, Updating, Renovating, Repurposing And Repositioning Projects

9:40 PM
10:20 PM
Prioritizing Patient Care

Purposeful Inspiring Design, Technology And Amenities To Enhance Well-Being of Patients And Staff

10:20 PM
11:00 PM
More Networking!