Upcoming Webinar

MedTech Trends & Outlook: A Conversation with J.P. Morgan

Date: Wednesday, July 31, 2024
Time: 2:00PM ET / 11:00AM PT

Moderators:
Lynn Lewis
Founder & CEO, Gilmartin Group

Philip Trip Taylor
MedTech Principal, Gilmartin Group

Speakers:
Annie Wernig
Managing Director,
Healthcare Investment Banking,
J.P. Morgan

Benjamin Burdett
Managing Director,
Healthcare Equity Capital Markets
J.P. Morgan

MedTech Trends & Outlook: A Conversation with J.P. Morgan

Please join Lynn Lewis, Founder & CEO of Gilmartin Group and Trip Taylor, MedTech Principal, for a moderated discussion with J.P. Morgan’s Annie Wernig, (Managing Director, Healthcare Investment Banking) and Ben Burdett (Managing Director, Healthcare Equity Capital Markets) on Wednesday, July 31 at 2PM ET/11AM PT. We will discuss the capital markets environment, current trends, and outlook for the MedTech sector.

Additional topics to be discussed:

  • What is driving the momentum in private company financings?
  • What is required for an IPO window to open and remain open? What impact would the IPO market opening have for additional follow-on activity?
  • What are the most relevant themes and metrics represented in MedTech valuations right now? How have these changed over the past few years?
  • Where are we in the M&A cycle? Relative to history, how focused are large-cap MedTech companies on inorganic growth opportunities?

We look forward to having you join us for a lively and informative conversation. This webinar is intended for corporate audiences only.


Featured Speakers

Annie Wernig
Managing Director, Healthcare Investment Banking, J.P. Morgan

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Annie Wernig is a Managing Director in J.P. Morgan’s Healthcare Investment Banking Group, focused on the Medical Device sector. Annie joined J.P. Morgan in 2013 and has primarily covered the medtech landscape. She advises clients across M&A and capital raising transactions, including private placements, IPOs and follow-on offerings as well as debt offerings. She holds a B.A. in Economics from Princeton University and an MBA from the University of Virginia’s Darden School of Business.

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Benjamin Burdett
Managing Director, Healthcare Equity Capital Markets, J.P. Morgan

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Ben Burdett is a Managing Director in J.P. Morgan’s Equity Capital Markets Group. Ben relocated to San Francisco to lead the origination and execution of equity offerings for companies in the healthcare sector in 2015. Ben began his career with J.P. Morgan in New York in 2005. He works on a variety of equity mandates ranging from structuring and executing initial public offerings, follow-on offerings and specialized capital raising alternatives. His client coverage includes a range of emerging and established healthcare companies. Ben holds a B.S. in Business Administration from Northeastern University.

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Moderators


Lynn Lewis
Founder & CEO, Gilmartin Group

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Lynn spent the first half of her career as a Wall Street equity research analyst and investor focused on evaluating innovative companies within the medical device and healthcare sector. She pivoted in 2008 to strategic consulting with emphasis on investor relations, capital markets advisory and support in forecasting financial and operational milestones. Having created and executed investor relations programs and strategies for over 100 companies (public and private) at various stages of development, Lynn has a proven track record of success. She is actively involved with her clients, enabling companies to effectively communicate their business strategy, operational goals, and financial profile to Wall Street constituents. Lynn and the team at Gilmartin work with many of the most successful IPOs in the medical technology sector, advising initially on capital markets and IPO readiness, and continuing on, partnering on IR strategy and long term shareholder engagement.

Prior to founding Gilmartin Group, Lynn was a Managing Director at Westwicke Partners offering strategic counsel to public and private entities, with specific emphasis on medical technology, diagnostics, and life sciences. Lynn was previously a Founder and Portfolio Manager at Aphelion Capital, a healthcare fund focused on public and private investments and prior to that, was a Partner at Thomas Weisel Partners (now Stifel Nicholas) and a Sr. Vice President at Adams & Harkness & Hill (now Canaccord Genuity) in equity research.

Lynn holds the CFA designation, has a MS in Finance from Boston College Carroll School of Management and a BA in Environmental Science and Mathematics from University of Vermont.

 

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Philip Trip Taylor
Principal, Gilmartin Group

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Since joining Gilmartin Group in 2016, Trip has been deeply engaged creating customized investor relations programs backed by data-driven, best practices for MedTech and Diagnostic companies. Through proactive collaboration he assists management teams with the crafting of strategic messaging and its tactical delivery throughout the investment community and corporate stakeholders.

Prior to joining the Gilmartin Group, Trip held various analytical and finance roles. Previously, Trip was at IPS Strategic Capital providing quantitative analytics, and account management services. Prior to IPS, Trip was a supply chain analyst at Centura Health where he provided capital equipment and supplies planning and sourcing services to newly constructed ambulatory health clinics and hospitals.

Trip holds a BS in Finance, with a minor in Marketing from the University of Denver.

 

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Past Webinars

Register to watch the replay of Gilmartin Group’s recent webinars

Shareholder Engagement with Ashler Capital: The Evolving Corporate Access Landscape

Biotech Trends & Outlook: A Conversation with Morgan Stanley

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Our clients are leaders and innovators across the MedTech, Biotechnology, Digital Health, Life Science Tools & Diagnostic sectors

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Resources

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