Healthcare is one of the largest and most complex sectors of the global economy — and a growing area of focus for family offices seeking durable, long-term returns.
Successfully investing in healthcare requires a clear understanding of the landscape, disciplined strategy and access to the right partners. As one of the most heavily regulated industries, healthcare also demands sector expertise and a nuanced understanding of regulatory dynamics to evaluate opportunities as well as manage risk.
Date and Time
Tuesday, April 21, 2026
2 PM ET | 11 AM PT
60 minutes
This webinar offers a comprehensive look at the healthcare investment landscape — from investor, allocator and regulatory perspectives — paired with insights from seasoned healthcare entrepreneurs and operators. Having built and scaled businesses in the sector, they now invest through family offices, offering a unique dual perspective as both operators and investors.
You’ll gain insights into:
- The healthcare investment landscape and where family offices are finding opportunity.
- How family offices created through healthcare entrepreneurship approach allocation, diligence and risk.
- The benefits of working with sector specialists and strategic co-investors.
- Common pitfalls generalist investors face when investing in healthcare.
Join HLM Investment Partners’ Joseph Mayer, Partner, and Mike Ludwig, Partner; Dubin & Company’ James Garmendia, Head of Investments; and Chrysalis Ventures’ David Jones; along with David Shaw, Publishing Director of Family Business Magazine, to explore how family offices are allocating capital, the benefits of working with sector specialists and strategic co-investors, and how to navigate pitfalls often encountered by generalist investors entering healthcare.
Speakers
Joseph Mayer
Partner, HLM Investment Partners
Dr. Mayer joined HLM as a Partner in 2024. He has spent the last 15 years as a clinician (psychiatrist), healthcare executive/entrepreneur, and investor. He has accrued a unique blend of provider, payer, and technology operational and investment experience. Most recently, Dr. Mayer served as the President and Board Director of onehome, a leading care-in-the-home provider and payer-services company, for over four-years after sourcing and leading the investment into the company in 2017. In his role as President, he oversaw the company’s operations, through its sale to Humana in 2021 and its subsequent expansion and integration following the acquisition. In addition to his role at onehome, he has worked extensively advising and operating companies working at the intersection of post-acute care, home-based services, and Medicare Advantage.
Previously, Dr. Mayer founded Cureatr and as CEO, built it into a leading venture-backed healthcare technology company delivering value-based solutions around real-time data exchange to support care transitions, medical management, and provider communication. Prior to Cureatr, Dr. Mayer trained as a psychiatrist at the Mount Sinai Medical Center in New York City.
Dr. Mayer holds a B.S. in Biological Sciences from Stanford University and an M.D. from Columbia University College of Surgeons and Physicians. Crain’s recognized his achievements through the Crain’s 40 Under 40 Award in 2016.
Michael Ludwig
Partner, HLM Investment Partners
Michael joined HLM as a Partner in 2024. Michael joins from MTS Health Partners (MTS), a leading healthcare focused boutique investment bank, where he was a Partner that led the firm’s healthcare technology coverage, focused on mergers, acquisitions, and capital raising transactions. While at MTS, Michael also founded Elements Health Ventures, a venture capital firm focused on early and growth stage healthcare technology and technology-enabled services companies.
Prior to joining MTS in 2012, Michael worked at Health Enterprise Partners (HEP), a private equity firm focused on healthcare technology and healthcare services investments. Previously, Michael worked at Aetna in the Corporate Strategy group, and he started his career at The Lewin Group, a strategy consulting firm focused on healthcare.
Michael received a Bachelor’s degree in Economics from Tufts University, MPH from the Columbia University Mailman School of Public Health, and MBA from Columbia Business School.
James Garmendia
Head of Investments, Dubin & Company
Jimmy Garmendia is the Head of Investments for Dubin & Company. As part of his role, Mr. Garmendia oversees the firms direct private and public portfolio and is responsible for sourcing and executing new investments. Mr. Garmendia also assists in manager selection and performance evaluation.
Prior to joining Dubin & Co. in 2021, Mr. Garmendia held analyst positions at Coatue and D.E. Shaw & Co. where he was principally engaged in evaluating investment opportunities across the consumer, media, and technology landscape. Prior to attending business school, Mr. Garmendia was an Associate at Soros Fund Management after beginning his career as an analyst in the Mergers & Acquisitions Group at Citi. Mr. Garmendia also co-founded Buckeye Restaurant Group, a multi-unit franchise group located in the Midwest.
Jimmy has a M.B.A from Harvard Business School and a B.A from Harvard College.
David Jones
President & Founder,
Chrysalis Ventures
David is a leading venture capitalist in mid-America and a well-respected voice in healthcare business and innovation. He founded Chrysalis Ventures in 1993, after realizing that the absence of resident venture capital managers in Mid-America represented an opportunity to find and partner with promising growth companies in the region. He currently focuses primarily on healthcare investing.
At Chrysalis, David has worked over the years with some of the most exciting growth companies in the Midwest and South, including Louisville-headquartered Appriss, Genscape, High Speed Access Corp., Tech Republic, and Confluent Health.
In addition, David served on the Board of Directors of Humana Inc. from 1993 to 2023, serving as Vice Chair from 1996 to 2005 and as Chair from 2005 to 2010. He served on the board of Mid-America Bancorp, the parent company of Bank of Louisville, from August 1997 to June 2002.
Prior to founding Chrysalis, David practiced law at the U.S. Department of State Legal Adviser’s (general counsel’s) office in Washington (1988-1992), and at Hirn Reed and Harper in Louisville (1992-93). Before law school, he worked as a commercial banker for Bank of Boston in Hong Kong, New York, and Boston.
David has a BA from Yale University and a JD from Yale University Law School.
David is active in civic and charitable affairs on both national and local levels. He served as an elected member of the Jefferson County Board of Education (2012-2016) and as its chair for two years. He is Chair of the Humana Foundation, which focuses on social determinants of health as a means of enhancing health equity, and a director of the C.E. & S. Foundation, which focuses on improving access and outcomes in P-16 education. He currently serves on the boards of three national non-profits: The Coalition to Transform Advanced Care, Music Maker Foundation, and Save the Children.
David has taught throughout his career, starting as an English teacher at the Hunan Medical University in Changsha, China. He has taught constitutional and foreign affairs law as an adjunct professor at Georgetown University in Washington, DC, entrepreneurship and business leadership at University of Louisville, and innovation at Bellarmine University in Louisville. David lectures frequently in Chrysalis’ region on topics related to venture capital and the changing healthcare industry.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy.
David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
- No cost to attend.
- Opportunity for questions and feedback.
- Unbiased third-party family business education.
- All participants can receive a copy of the webinar materials after the event, upon request.
- All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
- 60 minutes — maximum value for time.
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