Avista Senior Living
Chief Operating Officer
The Chief Operating Officer at Avista, Craig is a native Arizonan and is the fourth generation of the Farnsworth family to work in the field of active adult housing and senior living. He received his undergraduate degree in Business from Utah Valley University in 2008 after which he went on to receive two Masters degrees, one in Real Estate Development (2009) and then his MBA (2012), both from Arizona State University.
While pursuing his degrees at ASU, he continuously worked for Farnsworth Development Company, developing his skills with respect to active adult housing and assisted living communities. Craig was instrumental in the design and development of The Summit at Sunland Springs, a 154 unit (165 bed) assisted living and memory care community in Mesa, Arizona.
He worked closely with architects, engineers, banks, general contractors, and City of Mesa officials to bring this project to reality. Craig also worked as the Executive Director of the Summit at Sunland Springs for its first three years after opening. He enjoys interfacing with the teams at the communities and doing what he can to help them be successful.
After his time working as the Executive Director at The Summit at Sunland Springs, he joined Kris Woolley at Avista Senior Living and has been working on developing operational systems to help teams thrive so they can provide great environments for the residents. Since he has joined Avista Senior Living, Avista Senior Living has grown from its initial 3 communities to owning and operating 10 communities across Utah and Arizona.
Craig loves to spend time with his wife Veva and his four children, Millie, Carson, Emmett, and Evie. He enjoys reading, golfing, exercising and exploring new business opportunities as they arise. He has developed a passion for the senior population over the years and plans on utilizing this passion throughout his career to create comfortable living environments for those needing more assistance as they age.
Senior Managing Director
Mrs. Anderson is a Senior Managing Director in the Dallas office of Newmark with more than eleven years of experience in commercial real estate finance with a focus on seniors housing. After graduating with a Bachelor of Science from Vanderbilt University, Anderson spent eight years at HFF before joining Newmark in 2019.
As a member of Newmark’s national healthcare group, she is responsible for seniors housing-related debt and equity transactions throughout the United States. Mrs. Anderson has been involved in real estate equity and financings for major institutional and private owners totaling more than $8 billion.
Josh Bagley is Executive Director of The View Alexandria by Goodwin Living, a senior living community offering the full spectrum of life care services to 125 older adults who are supported by more than 100 team members. Previously, he served as Administrator of the Small House Health Care Center at Goodwin House Alexandria.
In support of the broader community, Josh serves on the Senior Services of Alexandria Board of Directors and the LeadingAge Virginia Policy Committee. Josh earned his B.A. in Health, Society & Policy from the University of Utah and his M.S. in Health Administration from The George Washington University.
In his spare time, Josh likes to dance with his wife, jump on the trampoline with his three kids, coach soccer, and volunteer in the community.
Chief of Staff
Holly Ballarotto is Chief of Staff at Brandywine Living. Brandywine is the leading provider of luxury senior living in the Mid-Atlantic region, including assisted living, independent living, and memory care. Holly is a member of Brandywine’s Executive Committee and is actively involved in a wide range of business activities impacting company operations and growth, including sales and marketing, recruitment, workforce training and education, new community development, and more. She also leads numerous corporate branding initiatives, expanding and managing the company’s website and social media presence.
Holly graduated with a B.S. in Recreation and Leisure Studies from the University of Georgia, following which she began her career working in guest relations at the Ritz Carlton. She went on to join the Event Services Team at SmithBucklin, an association management company, where Argentum (formerly ALFA), the largest national senior living industry association, became one of her key clients.
Today, Holly is an active participant in Argentum as a member of the LEAD Steering Committee and Women in Leadership Committee. She is also a member of the National Investment Center for Seniors Housing & Care (NIC) where she was recently selected to the Future Leaders Council.
Zach Britton is a Director in the Real Estate Lending group, where he is responsible for sourcing and underwriting senior and junior capital transactions for MidCap Financial in the East Coast markets.
Mr. Britton also leads MidCap Financial’s Life Science & Technology Venture Finance and Real Estate Lending strategy. Prior to joining MidCap Financial, Mr. Britton held positions at Walker & Dunlop and Colliers International. Mr. Britton holds a BA in politics from Whitman College and a JD from the Georgetown University Law Center.
Confluent Senior Living
Matt runs Confluent Senior Living’s (CSL) national development department and oversees all of CSL’s ground up development projects. His responsibilities include but are not limited to: market identification, site selection, contract negotiations, entitlements, design, financing, construction, lease up and disposition. Matt manages both internal and external teams to ensure the success of CSL’s projects. CSL has completed 17 senior housing communities across the country with four currently under construction and three scheduled to break ground in 2020. CSL typically has three to four new, ground up senior housing projects annually. Matt works intimately with CSL’s operators; MorningStar Senior Living, Harbor Retirement Associates and Cappella Living Solutions.
Matt has a diverse real estate background and began his real estate development career more than 15 years ago working with Opus Northwest, focused on the development of Opus’ multi-family and mixed use development projects in Denver. Matt has also held positions in commercial brokerage, asset management, land development, land entitlements and land acquisitions.
A Denver native, Matt is active in the community, he actively serves at his church, is a foster parent, formally an Associate Board of ACE Scholarships and a Big Brother for Big Brothers Big Sisters of Colorado. Matt holds a bachelor’s degree from the University of Colorado at Boulder and a master’s degree in real estate and construction management from the University of Denver.
Blue Moon Capital Partners
Director of Investments
As the Director of Investments, James is responsible for supporting the asset management function at Blue Moon Capital Partners by working with the firm’s senior living operating partners to maximize asset level performance. James provides detailed analyses of property financial performance and key metrics to drive partnership discussions.
Prior to joining Blue Moon in 2018, James spent two years at Benchmark Senior Living, where he was a financial analyst in support of the operations and sales teams. In this role, he delivered detailed property level analyses and forecasts to senior management while developing key performance tools to spot emerging trends in the business. He was also an integral part of the annual business plan process for 55+ assets.
James earned a Bachelor of Science degree with Honors in Corporate Finance and Accounting from Bentley University in 2015.
Director of Business Development & Analytics
I was born in Portland, Oregon and attended the University of Oregon. I have worked with seniors my entire life and I am a 5th generation Senior housing operator. My families company is called Generations and was founded by my great-great grandfather in 1943. Today my focus in the business is in finance/accounting and data analytics.
NIC MAP Vision
Chief Operating Officer
Kyle Gardner is the Chief Operating Officer of NIC MAP Vision where he oversees Accounting, Client Success, Data Initiatives, Sales, and Marketing. Kyle has been working with the senior housing industry for 6 years partnering with the largest operators, investors, developers, and lenders to move the industry forward with new technologies. Before entering the industry, Kyle worked in commercial banking and investor relations consulting. He earned his BSBA from Christopher Newport University with a focus in Finance, Economics, and Leadership. Outside of work, Kyle enjoys motorsports, cooking, and spending time with his family.
PGIM Real Estate
Executive Director, Head of Senior Housing Asset Management
Jon Glass is a Vice President at PGIM Real Estate and the Head of Senior Housing Asset Management. Based in Atlanta, Jon works with his nationally based team to oversee over $3B in senior housing real estate across the country. Jon also serves as the chair of the Senior Housing Innovation Council and Senior Housing ESG liaison at PGIM Real Estate.
Prior to joining the Senior Housing group, Jon was the director of operations for Cortland in Atlanta, GA. While at Cortland, Jon led the operations team and oversaw Cortland’s 55+ Active Adult Brand, Attiva which was a national platform consisting of primarily value-add and new development. Previously, Jon was the Vice President of Engagement at Thrive Senior Living, a national owner, developer, and operator of senior living communities. Jon has a bachelor’s degree from Wake Forest University.
Assistant Vice President
Shashank serves as an Assistant Vice President in the Transactions group at Harrison Street. He focuses on the sourcing, analyzing, and closing of transactions and venture relationships within the firm’s areas of specialty real estate. Prior to joining Harrison Street, Shashank worked as an Associate at The Carlyle Group.
Shashank graduated from the University of Maryland, College Park with a double degree in Finance and Accounting from the Robert H. Smith School of Business.
Ascent Living Communities
Director of Business Intelligence
Morgan’s journey in senior living started at a young age when she would go to work with her mom, who worked as a physical therapist at a community throughout her career. During high school, she worked as a dining room server in her local senior living community, solidifying her passion through direct daily interactions with residents. Going to college, Morgan knew that senior living was her calling and after graduating first in her class with a degree in Finance she went headfirst into the industry. She started out at a large corporation, immersing herself in all the different operational facets of the business.
She then transitioned to Ascent Living Communities and worked at various communities in various roles. She helped Ascent’s growth with community level support with acquisitions and new construction projects. She then transitioned from the community to the home office and now enjoys being able to help Ascent complete portfolio! Within Ascent, Morgan’s responsibilities extend across every department.
She’s instrumental in various capacities, including designing and implementing BI tools to amplify community transparency, collaborating with emerging tech firms to optimize efficiency, and crafting pro-formas and valuations to explore avenues of growth. Outside the office, she loves spending time with her husband and two kids.
Wells Fargo Bank
Audrey Griffin is an Assistant Vice President and Relationship Manager on Wells Fargo’s Senior Housing Finance team housed out of Washington, DC. She is responsible for originating and managing a portfolio of Northeast and Midwest seniors housing-oriented operator, developer and capital partner clients providing senior debt (construction and mini-perm) and other banking services.
Prior to Wells Fargo, Audrey was a Senior Associate with Pricewaterhouse Coopers. She holds a BS in Finance and Accounting and Information Systems from Virginia Tech and is a Certified Public Accountant.
Omega Healthcare Investors, Inc.
Managing Director, Acquisitions & Asset Management
Aubrey Haenlein is a Managing Director of Acquisitions & Asset Management for Omega Healthcare Investors. She has been with Omega since 2014 and has served in her current role for almost four years. Aubrey is involved in asset management, acquisitions, divestitures, restructuring, and capital expenditure activity.
She oversees a team of investment and asset management professionals and is one of the primary contacts for operator relationships at Omega. Aubrey graduated from James Madison University with a degree in Finance and received her MBA from University of Maryland.
Cantex Continuing Care Network
Vice President of Finance
Sean Hladky has been with Cantex Continuing Care Network since 2014 where he currently serves as the VP of Finance and as CFO for their I-SNP, ProCare Advantage LLC. As VP of Finance he is responsible for maintaining and re-financing current debt, analyzing asset financial performance and leading asset acquisitions. Prior to LB Belon, Sean worked for a public accounting firm for more than 5 years, gaining experience in audit and tax. He is a graduate of the University of Maryland where he earned his B.S. in accounting. Sean is a certified public accountant in the State of New York.
Columbia Pacific Advisors
Andrew has been working on the capital side of the seniors housing industry since 2016. Currently, he works at Columbia Pacific Advisors in Seattle, WA as a member of the Real Estate Equity team which owns $4B+ of real estate throughout the US and Canada. In his current role, Andrew manages the underwriting, analysis, and strategic direction of a 40+ asset dedicated seniors housing portfolio. Prior to his work in the seniors housing industry, Andrew earned his bachelor’s degree in economics from Tulane University in New Orleans.
Senior Account Executive
Janice Loper has been a respected and valued member of the Hamilton team since 2014. As a Senior Account Executive with a dedicated focus on the LTC sector, she prospects new clients and oversees the marketing and service team management of new and existing business. She excels at developing innovative insurance solutions based on loss analysis, operational goals and business strategies. She consistently goes above and beyond to provide exceptional service that surpasses expectations, fostering the growth of enduring, successful partnerships. Janice graduated from University of California, Santa Cruz with a Bachelor of Science in Business Management and Economics.
Vice President- New Business
Madisen Kovell is the Director of New Business for Leisure Care where she leads the development and acquisition efforts of seniors housing throughout the country. Over the last eight years, Madisen has opened or acquired 4,200 units, bringing experience in market research, legal and licensure, operational underwriting, and creative business planning strategies to market rate seniors housing.
An Ohio native, Madisen is a graduate of Ohio University and is currently pursuing her MBA at The University of Washington. She is actively involved with The University of Washington as a mentor and board fellow, and she volunteers within the greater Seattle community through Commercial Real Estate Women Seattle and Ohio University’s Seattle Alumni Chapter.
Chief Financial Officer/Partner
Samantha Medred is a Director at HealthTrust based out of Sarasota, Florida. She supervises the day-to-day production, marketing and staff of a team and is responsible for property inspections and valuation; client development; and training.
Since beginning her career at HealthTrust she has completed nearly 1,000 appraisals. She holds a BS in Civil Engineering, graduating with honors, from Florida State University and holds a certified general appraiser license.
Senior Vice President of Operations
Ms. Meyer has served since the company’s inception in January 2018, most recently as Senior Vice President – Operations. In this role, she is responsible for leading the asset management team in the performance analysis and reporting of the seniors housing investment portfolio.
Prior to her service with ReNew, Ms. Meyer served as a Financial Planning Analyst at White Oak Partners, a company that focuses on investing in multi-family real estate. Ms. Meyer was responsible for systems and process improvements for the accounting and finance groups.
Prior to that, Ms. Meyer served Welltower in various capacities from 2013 to 2016. Most recently as an Implementation Specialist, where she focused on rebuilding and redefining the accounting systems to work in a more automated way to facilitate more accurate and streamlined reporting.
Ms. Meyer holds a BBA from The Ohio State University.
Artemis Real Estate Partners
Vice President, Acquisitions & Asset Management
Mr. Phillips is a Vice President responsible for supporting the healthcare acquisition and asset management activities of Artemis. Mr. Phillips is focused on the acquisition of stabilized and opportunistic healthcare projects, origination of structured healthcare debt investments, and asset management of the firm’s healthcare assets. Mr. Phillips is based in Chevy Chase, MD.
Prior to joining Artemis, Mr. Phillips spent six years at Capital Health Group, a vertically integrated seniors housing owner, operator, and developer, where he primarily focused on the acquisition, development, and asset management of seniors housing projects throughout the US. During his tenure at Capital Health Group, Mr. Phillips was directly involved in and contributed to over $950MM in seniors housing acquisitions and developments.
Mr. Phillips graduated magna cum laude from the University of Maryland, Baltimore County with a BS in Financial Economics.
Centered Care, Inc.
Chief Executive Officer
Joelle serves as the CEO and founder of Centered Care, Inc, a healthcare analytics and services company for senior care. Prior to leading Centered Care, Joelle held several product management leadership positions at SkyPoint Cloud, Alignment Health and Cambia Health Solutions. Joelle has spent her career working to improve access to high-quality healthcare for underserved populations, such as veterans and seniors.
Joelle holds an MBA from The University of Oregon and a bachelor’s degree in Economics and Business from George Mason University. In addition to her work with Centered Care, she also serves as an advisor to several other early-stage health care startups. She is actively involved in mentorship for women in healthcare and in product and volunteers as a companion for hospice patients. In her free time, you can find Joelle enjoying the outdoors with her husband and dog near their home in Colorado.
Director of Acquisitions
Emma is a Director at RSF Partners, a real estate private equity firm based in Dallas, TX. She is responsible for sourcing new investment opportunities and focuses primarily on senior living. Prior to RSF, Emma was a Portfolio Analyst at New Holland Capital, underwriting and managing investments in funds as well as direct investments in public equities and alternative asset classes. Before New Holland, she worked at Morgan Stanley specializing in interest rate and foreign exchange derivatives. Emma is skilled in French and German and has experience working in the UK and Europe.
She received a BS in Economics from MIT and an MBA from the Stanford Graduate School of Business, where she was an Orbis Investment Management Fellow and an Arjay Miller Scholar.
Blueprint Healthcare Real Estate Advisors
Executive Managing Director, Seniors Housing & Care
Mike Segal is a Vice President at Blueprint Healthcare Real Estate Advisors. Mike is responsible for overseeing the entire marketing process from initial analysis and underwriting to escrow management and transaction execution. Mike identifies with both private and institutional investors and often serves as the primary point of client contact.
Mike prides himself on his integrity and his results-driven philosophy that provide Blueprint clients with a best-in-class service experience as the firm manages to maximize value and exceed their expectations. Prior to starting-up Blueprint, Mike was an Associate at a leading national real estate investment firm where he successfully completed over $110 million in seniors housing transactions.
National Health Investors, Inc.
Assistant Vice President, Business Development
Brittany Spicer is Assistant Vice President, Business Development at National Health Investors (NYSE: NHI), a publicly traded healthcare REIT based in Murfreesboro, TN. Brittany is responsible for managing NHI’s Investment Pipeline and identifying investment opportunities for NHI’s real estate business, serving as the first point of contact for real estate acquisitions and financing opportunities. Brittany is also focused on strengthening NHI’s brand through industry relations initiatives and customer-facing events.
Brittany joined National Health Investors in 2015, holding positions of increasing responsibility within business development and marketing. Brittany entered the senior living business from the music industry with a background in professional tour and artist management, where she was responsible for the planning and onsite management of medium sized events with up to 2,000 attendees.
Brittany earned her MBA from Middle Tennessee State University in 2020 and Bachelor of Arts from Lee University in Cleveland, TN in 2010. She lives in Murfreesboro, TN with her husband, Nick, and 2 children, Levi (3) and Evangeline (9 months).
Trever Sweeney serves as Vice President overseeing the Seniors Housing Operating Portfolio at Ventas, comprised of approximately 550 Seniors Housing communities. In his 10+ years at Ventas, he has been involved in many key asset management transactions with Ventas operating partners, including development and redevelopment projects, strategic dispositions, multiple operator transitions and several of the company’s largest and most complex lease restructuring transactions.
Sweeney is a member of the Urban Land Institute’s Senior Housing Council and is part of the American Senior Housing Association (ASHA) Rising Leader program. Prior to Ventas, he served six years in the United States Marine Corps and he received his Bachelor’s degree in Economics and Mathematics from Moravian College and his Master’s Degree in Finance from Brandeis University.
Trilogy Health Services, LLC
Assistant Division Vice President
My name is Anthony Wilson and I am from Anderson, Indiana. I completed my undergraduate studies at Indiana State University, where I majored in psychology. During my time as an undergraduate, I had the opportunity to work at Trilogy Health Services, where I started as part of the administrator training program. Through hard work and dedication, I became a licensed health facility administrator.
Over the years, I have held various positions within Trilogy Health Services, including Executive, Director, Preceptor, Area Executive Director, and currently, I am honored to serve as the Assistant Divisional Vice President in the Central South Indiana region. My experience has given me a deep understanding of the healthcare industry, as well as the leadership skills necessary to drive success within a dynamic and fast-paced work environment.
I embarked on a career journey that has seen me excel in various leadership roles within the healthcare sector. I am responsible for overseeing multiple facilities, managing budgets, and ensuring the highest quality of care for our residents. During my time at Trilogy Health Services, I have had the privilege of serving in diverse capacities, which have honed my skills as a proficient leader. As an Executive, I successfully implemented strategic initiatives to enhance operational efficiency while fostering a culture of teamwork and excellence. In my role as a Director, I effectively managed day-to-day operations, ensuring adherence to regulatory requirements and achieving optimal resident satisfaction. Moreover, as a Preceptor and Area Executive Director, I developed and mentored teams, enabling them to deliver exceptional care and achieve organizational objectives.
My experiences at Trilogy Health Services have further strengthened my communication, problem-solving, and decision-making abilities. I thrive in fast-paced environments, and my adaptability and resilience enable me to handle challenging situations with composure and poise. I am not only passionate about creating positive change in the lives of individuals but also committed to driving organizational growth and success.
AEW Capital Management, L.P.
Vice President, Acquisitions
Jennifer Wong is a Vice President – Acquisitions at AEW Capital Management, responsible for sourcing, underwriting, structuring, negotiating, and managing AEW’s investments in the Senior Housing fund series. Ms. Wong is responsible for the acquisition of both stabilized and opportunistic investments. Prior to AEW, Ms. Wong was an acquisitions officer at Bain Capital and Harvard Management Company, where she invested in and asset managed several major property types including senior housing, life science, hotel, retail, industrial, and student housing totaling over $1bn in acquisition value. Ms. Wong also held the role of Director of Finance of the Altamarea Group where she developed and opened ten restaurants globally in NYC, Hong Kong, London, and Istanbul. Ms. Wong began her career at Goldman Sachs as an investment banking analyst in the real estate group, where she was involved in the restructuring of Sunrise Senior Living and managed a sell-side process of a $200m AL/MC portfolio.
Ms. Wong attended Cornell University, where she received a BS with Distinction. Ms. Wong is a member of the Women’s Leadership Initiative at the Urban Land Institute (ULI).