Agenda
Net New: Investment, AI & Innovation in the Longevity Marketplace
Live Sessions
DAY 1 – Fairmont San Francisco
Registration opens
Morning Coffee With the Angels
How can your startup get wings from angels? What are the latest trends in the longevity market that potential investors should be aware of? Hear directly from a top notch panel about where they are investing and how they decide which longevity startups are worth their while. Angel investors also typically provide entrepreneurs with guidance on business development strategies and sales using a wealth of expertise and networking knowledge. And we’ll learn more about social impact investors who view aging as a triple bottom line opportunity—financial, social, and personal—particularly meeting the needs of the large underserved and financially challenged population.
Moderator: Paul Stich, Managing Principal, Lunada Ventures
Presenters:
Kern Bhugra, Angel Investor, TIE Angels
Danny Kaplan, General Partner, Equitage Ventures
Jeannee Parker Martin, President and CEO, LeadingAge California
Yasmin Shah, Founder, VillageCore
Opening Remarks and Welcome
What are the opportunities ahead for start-ups and investors? Our own Mary Furlong will welcome attendees and give us an overview of the longevity ecosystem and those “riches in the niches” of the $9.5 trillion longevity economy. Amelia Hay from AgeTech Collaborative from AARP will share highlights of AARP’s innovation journey that culminated in the 2021 launch of the AgeTech Collaborative™ from AARP, a one-of-a-kind ecosystem, which now has over 440 participant companies, We’ll be hearing also from Mel Barsky who leads business development at CABHI, the Centre for Aging + Brain Health Innovation. He brings unique insights into brain health opportunities.
- Mary Furlong, CEO, Mary Furlong & Associates, Executive Producer, What’s Next Longevity Venture Summit
- Amelia Hay, VP Startup Programming, AgeTech Collaborative from AARP
- Mel Barsky, Director, Business Development, Centre For Aging + Brain Health Innovation
KEYNOTE - Think Remarkable
Guy Kawasaki will share insights from his latest book, Think Remarkable, which we recommend you read prior to the conference. Guy is the chief evangelist of Canva and host of the Remarkable People podcast. He was the chief evangelist of Apple, Mercedes Benz brand ambassador, and trustee of the Wikimedia Foundation. He has also written The Art of the Start 2.0, The Art of Social Media, Enchantment, and 12 other books.
Introduction: Jeff Clark, Surfing Pioneer and Owner, Mavericks Surf Company
Presenter: Guy Kawasaki, Chief Evangelist of Canva, Podcast Host and Author.
Research Briefings
Investor Trends in Today’s Economy
Legendary internet stock analyst and author Mark Mahaney takes a look at today’s investment climate and what you need to know to invest wisely for future returns. When are high valuations a warning sign…and when do they signal an opportunity? Mark will share his knowledge and insights.
Mark Mahaney, Senior Managing Director, Evercore ISI, CNBC Contributor, and Author, Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts
Longevity Market Research
Yeh will share research on the longevity market from the perspective of the world’s largest organization serving older adults.
Charlotte Yeh, Chief Medical Officer, AARP
Shifting Tides: The Future of Work and Older Workers
King will share ongoing research on the global trends and shifts driving the future of work, including AI and automation, and how they will impact older workers (aged 40+).
Stephen King, Founding Partner, Emergent Research.
Partnering to Advance Innovation to Support Underserved Older Adults
How can foundations and venture capitalists work together to speed the arrival of innovations to improve the lives of older adults? What is the latest research on the “forgotten middle” and the Medicaid market? More than 12 million people are jointly enrolled in Medicare and Medicaid. Who are they? What are the opportunities? This dynamic session will highlight use cases to show how to move forward meeting need with speed.
Moderator: Adimika Arthur, CEO & Executive Director, HealthTech for Medicaid
Robert Garber, Partner, 7wire Ventures
Sarita Mohanty, President & CEO, The SCAN Foundation
Stephen Samuels, Vice-President, Innovation & Impact Investing, Volunteers of America, VOA.org
Networking Lunch
Join us for lunch in the Gold Room atop the Fairmont, which boasts a beautiful 360-degree view of San Francisco and the bay. It is an opportunity for attendees to absorb what they’ve learned and network with other attendees.
Innovation & Partnerships
A leader in aging who has been advancing innovation at a rapid pace at the state level will share strategies and engage in discussion with the CEOs of the successful companies. They will discuss how these partnerships have had an impact in serving the needs of older adults, and will examine what has changed in the market and why states are increasingly important to a start up’s success.
Presenters:
- Ted Fischer, Founder and CEO, Ageless Innovation
- Lawrence Kosick, Co-Founder, GetSetUp
- Greg Olsen, Acting Director, New York State Office for the Aging
$10,000 Business Plan Competition
This session will kick off with an overview of investor priorities from the panel of judges composed of leaders in the longevity market and the venture capital community. Then three entrepreneur finalists will compete for the $10,000 prize by presenting their business plans before the judges. This annual competition recognizes innovative plans for products, services and technologies that enable quality-of-life improvements for older adults. This year’s focus is on closing the gap in the following areas: mobility challenges, care services and innovations. Watch as the finalists pitch to a panel of distinguished judges to determine who walks away with the $10K prize.
Moderator: Mel Barsky, Director, Business Development, Centre For Aging + Brain Health Innovation
Judges:
- Christine Brocato, Vice President of Strategic Innovation, CommonSpirit Health
- John Reinhart, Entrepreneur In Residence, National Institute on Aging
- Dan Hermann, President & CEO, Head of Investment Banking, Ziegler
- Amelia Hay, VP Startup Programming & Investments, AgeTech Collaborative from AARP
- Robert Garber, Partner, 7wire Ventures
- Chris Furmanski, Managing Director, Pacific Health Ventures
Case Studies of previous finalists
Sharon Emek, CEO, Work at Home Vintage Experts
Vik Kashyap, CEO, Toi Labs
National Institute on Aging Strategy Overview and Portfolio Showcase
The National Institute on Aging (NIA) Small Business Research Programs provides more than $100M per year in non-dilutive seed funding to small businesses for the research and development of innovative solutions that promote healthy aging. In this session you will learn about the NIA small business funding opportunities and research priorities, get tips and insights for a successful application, and hear from NIA-funded start-ups developing evidence-based solutions to help older adults age well in place.
Moderator: Vicky Cattani, Ph.D., Program Officer, NIA Office of Strategic Extramural Programs
Presenters:
Gabriela Pelin, CEO, VoiceLove
Emily Wang, Founder and CEO, Beaver Health
C-Suite Perspectives on Innovation and Leadership
CEOs are setting the strategies for fast-moving companies in home care, health care and housing. Learn from three of the top CEOs and C-suite executives what their forecast is for the year to come. Attendees will have an opportunity to ask questions at the end of the presentation.
Moderator: Sherwin Sheik, Head of Business Operations, Verily
John Cochrane, CEO, HumanGood
Ernie Ianace, President, Amba Health
Anu Shukla, Co-founder and Executive Chair, Botco.ai
Day 1 Closing Remarks
Mary Furlong, CEO, Mary Furlong & Associates, Executive Producer, What’s Next Longevity Venture Summit
Amelia Hay, VP Startup Programming & Investments, AgeTech Collaborative from AARP
Mel Barsky, Director, Business Development, Centre For Aging + Brain Health Innovation
AgeTech After Dark Pitch Challenge and Networking Reception
Join us to unwind and enjoy cocktails and appetizers in the iconic Tonga Room & Hurricane Bar at the Fairmont while watching Aging Made Easier Pitch Challenge finalists present their tech solutions for making aging easier.
Moderator: Danielle Duplin, Strategic Advisor, AgeTech Collaborative From AARP
Judges:
Sarita Mohanty, President & CEO, The SCAN Foundation
Ted Fischer, Co-founder and CEO, Ageless Innovation
Katie Schmitz, Chief Administrative Officer, Ziegler Link-Age Funds
Finalists:
John Ralston, CEO and Co-founder, Neursantys
Bronwyn Bridges, CEO, PragmaClin
Mia Kanzawa, Co-founder & Chief Product Officer, Train100
Stas Samarin, SVP Product and Strategy, VoiceLove
Dana Le, Founder and CEO, Wander Health
Live Sessions
DAY 2 – Fairmont San Francisco
AI and the Longevity Economy
It’s hard to turn on our computer or look at your phone without seeing an article or commentary about artificial intelligence, or AI. Regardless of pro or con, there is no doubt that AI is quickly becoming integrated into our society, even though not everyone knows how to utilize it. This session will examine the role of AI in the longevity economy. We will open with a keynote outlining the challenges and potential of artificial intelligence, followed by presentation of use cases by entrepreneurs in this space.
Moderator: David Lindeman, Director, CITRIS Health
Keynote: The Untapped Opportunity in AI for Longevity
AI is consuming more and more attention, but there’s an untapped opportunity that remains to be addressed. Most of the applications of AI involve sharing existing knowledge and practices. What’s missing is the use of AI to create new knowledge and practices. This is relevant not only for research and development in companies developing products and services to support longevity. Perhaps its greatest untapped value is in helping all of us as individuals to develop greater insight into our unique contexts and the distinctive approaches that will help each of us to live longer and healthier lives.
Presenter: John Hagel, Founder, Beyond Our Edge, LLC
AI Capabilities to Support Care for Older Adults
This presentation will explore how new AI capabilities will leverage voice, gestures, eye tracking depending on age and cognitive abilities, or frequently taking vitals and sending them to a health provider.
Presenter: Shyamala Prayaga, Senior Software Product Manager, NVIDIA
Future of AI and Older Adults: Conversations Built on Data
Advances in AI got the full attention of the technology industry, which is undergoing its first major disruption since the arrival of smart speakers and voice in 2014. Multiple industries see compelling opportunities, including healthcare providers, senior living, customer service providers, training and remote monitoring service offerings. Government organizations are investing in AI and aging startups and programs. Although there are a number of barriers to adoption, in the not-so-distant future, machine learning, chatbots, and AI in the home are likely to become part of a wellbeing infrastructure in new and remodeled homes for older adults.
Laurie Orlov, Founder, Aging and Health Technology Watch
The New Frontier: How to Utilize AI in the Longevity Market
Artificial intelligence (AI) is transforming the digital landscape, even in the longevity market, marking a new era in enhancing the lives of older adults. Learn how GetSetUp is innovatively integrating AI technologies like our AI concierge services designed to enrich learning, facilitate seamless access to essential services, and foster meaningful connections within the active aging community. We will explore case studies, engagement metrics, and testimonials that highlight AI’s role in breaking down barriers to education, health services, and interaction, showcasing the profound impact of AI when combined with human connection to empower active agers to lead happier, healthier, and more productive lives with the latest technological advances.
Presenter: Lawrence Kosick, Founder and CEO, GetSetUp
Five Breakthroughs We’re Witnessing With AI Caregivers
Discover how AI Caregivers and Large Action Models are revolutionizing healthcare at home for
older adults. David Moss will share his observations of five groundbreaking advancements that not only improve quality of life and reduce healthcare costs, but also alleviate stress on overburdened healthcare systems.
Presenter: David Moss, CEO and Co-Founder, Care Daily
AI and Older Adults: Moral and Ethical Implications
Artificial Intelligence has already demonstrated great potential for a range of applications in supporting the delivery of care to older adults. As the power of AI grows exponentially, we can expect to see things move beyond creating and curating content for the amusement and edification of seniors and on to sophisticated assistance with the activities of daily living, likely including AI-enabled robotic assistants. As we move along this path, we need to consider the moral and ethical implications of integrating AI into the lives of older adults – a key question being: Should we be creating a world in which older adults have completely artificial social companions?
Presenter: Geoffrey Auchinleck, CEO, Claris Healthcare Inc.
What Venture, Corporate, Social Impact and Late-Stage Investors Are Looking For
Deal flow is top-of-mind for 2024 and beyond. Tech Crunch reported VCs invested $156 billion in 2020 – an increase of $56 billion from 2019 levels. In turn, American startups made $291 billion in 2020 showing investments paid off. Meet the late stage investors in the longevity market and what their priorities are for the coming year. They will share trends, and insights on who will be the winners and why. This essential panel is a critical “how to” session for any startup company in the longevity market.
Moderators: Mary Furlong, President, Mary Furlong & Associates, and Dan Hermann, President & CEO, Head of Investment Banking, Ziegler
Presenters
Mel Barsky, Director, Business Development, Centre For Aging + Brain Health Innovation
Peder Hatling, True North Group LLC
Lyne Landry, Co-Founder, AgeTech Capital
Jane Lindner, Vice President, HM Venture Partners
Cayse Llorens, CEO, Brockhurst and Buchanan
Pitch for Distribution
These companies in the longevity market have successfully developed their product or service and are producing revenue and profitability. The next stage of growth is to provide distribution partners that help scale and build their enterprise. Distribution partners are looking for strategic solutions for home care, healthcare, housing, nonprofit and government. Watch as the companies pitch to the panel, and see which distribution partners are willing to “take a meeting.”
Moderator: Danielle Duplin, Strategic Advisor, AgeTech Collaborative From AARP
Panel
Vicky Cattani, Ph.D., Program Officer, NIA Office of Strategic Extramural Programs
Megan Heinen Mobley, Head of Consumer Marketing, TheKey
Stephen Perdue, Business Development Manager, AARP Innovation Labs
Joan Hatem-Roy, Chief Executive Officer, AgeSpan
Katey Webber, Director of Strategic Initiatives, Institute on Aging
Presenting companies
Sammy Wegent, Co-CEO, Freestyle+
Michael Wing, Co-founder and CEO, Accelera
Ryan Petrosky, Chief Commercial Officer, TapRoot Interventions and Solutions
Preet Anand, Co-founder, Snug
Eric Buffkin, President & CEO, etectRx
Insights Into the Care Economy Investors and Strategic Partners
The $648 billion care economy is gaining momentum with unicorns such as Honor and Biofourmis leading the way for startups to capture investor funding and attract new distribution partners. There is a growing army of family caregivers – today 53 million strong – and trends in Medicaid funding are increasing for aging in place. As well, America’s workplaces are changing with 1 in 5 employees affected by caregiving duties for older adults and 23% of the U.S. workforce are sandwich generation caregivers. This panel focuses on the opportunities arising in funding, pilots and partnerships as we witness the new era of a nation of caregivers.
Introduction – Caregiving Challenges and Solutions: The Role of Entrepreneurs and Investors
Presenter: Nancy LeaMond, EVP, Chief Advocacy & Engagement Officer, AARP
Session Moderator: Sherri Snelling, corporate gerontologist, author, and CEO, Caregiving Club
Presenters:
Ali Ahmadi, Chairman & CEO, TCARE
Florence Furaha, Founder and CEO, Meet Caregivers
Lindsay Jurist-Rosner, Co-Founder and CEO of Wellthy
Neal Shah, CEO, CareYaya
Investors and Stakeholders One-Minute Pitches
This rapid-fire session is a reverse pitch opportunity to attract the innovators that match investors’ criteria in the focus areas they’re targeting. Investors will have one minute to share their investment thesis, after which they each will host a lunch table where attendees will have an opportunity to meet them.
Moderator: Angel Westerman, AgeTech Consultant
Lunch With Changemakers
Join us for lunch in the Gold Room atop the Fairmont, attendees will have an opportunity to network and connect directly with the changemakers of their choice. Each changemaker will host a table, and table topics and hosts will be shared with attendees prior to the lunch.
The Master Plan in Action: How the CalGROWs Program Enables Reach, Impact and Equity to Support and Empower Caregivers
In this session, Carrie Shaw will moderate a session with the California Department of Aging CalGROWs program leadership, and five organizations that represent a cross-section of private and public sectors that employ direct care workers and/or serve family caregivers. Learn how they have partnered with Embodied Labs to deploy their immersive training platform in order to reach the collective impact goal of the CalGROWs program.
MODERATOR: Carrie Shaw, CEO, Embodied Labs
PRESENTERS:
Marvell Adams, Chief Executive Officer, Caregiver Action Network
Margot Biane Merrick, Chief Executive Officer & Founder, The Loop Village
Alexandra Kaplan, Lead Caregiver Coach at Institute on Aging
Partnering With Long-Term Care Insurance
Gain insights into the role of the $35 billion long-term care insurance industry in the longevity economy, including the challenges they have experienced with their legacy policies, as well as the new aging-in-place wellness solutions that are being tested and implemented. Learn how these partnerships represent a true win-win solution: policyholders enjoy prolonged independence and have the support and guidance they need to age in place, and long-term care insurance companies can expect lower claims costs.
PRESENTERS:
Carol Barbour, President & CEO, VigR Health, Inc.
Vince Bodnar, Senior Advisor, Alvarez & Marsal Financial Services Industry Group, LLC
Tom Pyle, Chief Actuary, Continental General Insurance Company
Structuring Successful Investments in the Longevity Market
Everyone knows that broader markets changed dramatically from 2022 to 2023, and into this year, and the venture market was no exception. Venture company valuations are lower, companies that continue to burn cash are finding it difficult to raise additional capital, and stock deals across the board are increasing in strategic acquisition scenarios. At this point in the economic cycle, the public markets have yet to unlock driving illiquidity throughout the investment chain from large scale private equity, down to growth investments, and venture. Given the difficulty that fund managers have had in driving liquidity to their investors, new funds are becoming smaller and first-time fund managers are finding the raise environment particularly difficult. In the current market, investors with capital have the luxury of being very particular about which investments they close. Like buying a house in a tough market, investors seek the best deals, perform a lot more diligence, and just generally try to make sure each investment is their “dream-house” before writing a check. While raising capital amid these challenges feels daunting, there are still deals getting done – especially in the early part of this year. This fireside chat will address the following questions and more: What investment structures are working in this market? How are term sheets changing? Most importantly, what can you do as an entrepreneur to get the best deal?
Matthew Mohn, Chair, U.S. Corporate Group, Reed Smith LLP
Katie Schmitz, Chief Administrative Officer, Ziegler Link-Age Funds
How-To Sessions: Skills for Businesses to Thrive in 2024 and Beyond
3:30-4:00 PM – Strategies to Commercialize your Innovative Solution for the Longevity Economy (Gold Room)
Innovative solutions for the longevity economy are created in a variety of categories, types, and complexities. Having commercial success with your venture begins with a deep understanding of the marketplace and the various available go-to-market channels. This session will cover a variety of critical topics that all entrepreneurial teams should develop strategies for. The discussion will incorporate the framework of the 5P’s (Purchaser, Product/Solution, Price, Place and Promotion) as core principles to build your strategy as a start-up in the longevity economy. The discussion will feature two NIA-funded start-ups: one offers a software platform solution to improve the health and wellbeing of older adults, and the other offers an FDA- approved medical device for women’s health.
Presenter & Facilitator: John Reinhart, Serial Entrepreneur and Entrepreneur In Residence, National Institute on Aging (NIA).
Presenters:
Michael Jaasma, Chief Scientific Officer, Bone Health Technologies
Diana Yin, CEO, BetterAge
3:30-4:00 PM – How to Leverage Startup Success in Global Markets (Empire Room)
Taking your startup show on the road to a different country adds an entirely new level of complexity to startup success. But with global longevity-related needs going nowhere but up, there is no doubt that looking beyond your own shores can be a game-changer. Longtime Japan pro Debbie Howard will dig into the key aspects to consider in your strategizing. With comments crafted to be useful to both startups and investors, she will cover how to ascertain and leverage market fit, user acceptance and adaptation, marketing and messaging quirks, distribution channels, and government regulations (and support programs). Examples from Japan, Singapore, and Portugal will be used.
Debbie Howard, Chairman, The Carter Group-Japan Market Resource Network
Afternoon Tea With Angels
Most entrepreneurs begin with angel investors who provide business development, sales, strategy, and their networks and experience. Increasingly, entrepreneurs are turning to social impact investors who view aging as a triple bottom line opportunity—financial, social and personal—particularly meeting the needs of the large underserved and financially challenged population. This panel will describe what angel investors are investing in and the criteria they use when deciding whether to fund longevity startups. Presenters will share insights to inform the investment thesis of those planning to invest in the longevity market.
Moderator: Paul Stich, Managing Principal, Lunada Ventures
Presenters:
Sarah Thomas, Venture Partner, AgeTech Capital
Carl Hirschman, EVP, Senior Living, CA Ventures
Anu Shukla, Co-founder and Executive Chair, Botco.ai
Conference Wrap-Up and John Hopper Impact Award Presentation
Presenters:
Jeff Zimman, COO, Posit Science
Mary Furlong, CEO, Mary Furlong & Associates, Executive Producer, What’s Next Longevity Venture Summit
Katie Schmitz, Chief Administrative Officer, Ziegler Link-Age Funds
Carrie Shaw, CEO, Embodied Labs