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Co-Founder and Chief Operating Officer, Avanti Senior Living
As a Co-Founder and Chief Operating Officer of Avanti Senior Living, Alford is known as one of the industry’s leading and most respected innovators of development, design and programming. Her future-forward vision and passion for the industry are paired with a history of implementing change at organizations of varying sizes and capacities.
For 25 years, she has been passionate about providing older adults with sophisticated living, state-of-the-art architectural and interior design, and wellness that surpasses the highest benchmark. Throughout her career, Alford has embraced the “disruptive theory” and has explored ways to challenge the status quo to improve the life of seniors and workplace environment.
Along with being recognized with numerous awards throughout her career, Lori is actively involved in numerous industry advisory roles and boards including Chair of Urban Land Institute’s Senior Housing Council, Environments for Aging Design, National Investment Committee, American Senior Housing Association, Aging 2.0, and Senior Living Innovation Forum. She is passionate for inspiring and mentoring women to achieve the best they can be professionally and personally.
Chief Marketing Officer, Wider Circle
Riaz is the Chief Marketing Officer at Wider Circle, an investor backed company that is building peer-to-peer communities nationwide. Partnering with health plans and providers nationwide, Wider Circle’s approach has been shown to improve members’ health and reduce healthcare costs. In 2024, Wider Circle was recognized as one of Inc. 5000 fastest growing private companies.
Riaz joined Wider Circle in 2022, when the company he co-founded, Ask Claire, was acquired by Wider Circle. Ask Claire (f/k/a Saeidan) was founded with the mission to transform the Medicare navigation experience. Immediately following the acquisition, Riaz served as the President of Ask Claire before assuming his current role at Wider Circle.
Prior to founding Ask Claire, Riaz was the Chief Marketing Officer at SCAN Health Plan, one of the nation’s largest not-for-profit Medicare Advantage plans. During his time at SCAN, the company grew more than 33% in membership and consistently rated 4 Stars or higher by CMS.
Riaz’s early career includes more than a decade in regulatory and policy work including leadership positions at Avalere Health, a D.C. healthcare strategy firm where he worked with the nation’s largest pharma and biotech firms as well some of the leading health plans and health systems.
Riaz has a Masters’ in Public Policy from Georgetown University and received his undergraduate degree from Columbia University. He is an advisor to several early stage companies and sits on the Board of the Wilmington Community Clinic, a Federally Qualified Health Center in San Pedro, CA. He lives in Los Angeles with his wife and three children, and still roots for his hometown team: the New Orleans Saints.
Chief Population Health Officer, Curana Health
As Chief Population Health Officer, Nate is responsible for defining the clinical care model Curana Health deploys to support front-line clinicians in providing great care and improving patient outcomes. His responsibilities include identifying and implementing value-based programs and partnerships to enable Curana to share in the value created from these improved outcomes. Nate and his team oversee our Medicare Shared Savings Program MSSP and High Needs Reach ACO, with Nate serving as the chairperson of the MSSP participant EPC ACO, LLC.
Prior to joining Curana Health, Nate held several roles at Landmark Health where he led the growth and payor account management teams responsible for sourcing, negotiating, and managing value-based contracts. He previously worked on the national contracting team at Healthcare Partners/DaVita Medical Group, a global risk bearing, fully capitated and delegated medical group.
Nate holds a PhD and MSCEP in chemical engineering from the Massachusetts Institute of Technology and a BS in chemistry and chemical engineering from the University of Wisconsin. Nate lives in Los Angeles with his wife and three children.
Managing Director, ATI Advisory
Fred Bentley provides strategic consulting services to leading senior living and long-term care organizations along with health plans, investors, and innovators in the senior care industry. He focuses on payment and delivery system innovations, new care models, and technological advances that enhance the health and well-being of seniors. Bentley’s work sits at the intersection of payers, providers, and senior living organizations, helping to forge innovative partnerships and develop new business models that improve the quality, efficiency, and patient experience for Medicare and Medicaid beneficiaries. As a keynote speaker and panelist at industry conferences, he is frequently asked to provide an expert perspective on the future of the senior care industry and opportunities for innovation and disruption. Bentley earned masters’ degrees in Public Health and Public Policy from the University of California, Berkeley, and a bachelor’s in Political Science from Haverford College.
President & Chief Executive Officer, Christian Horizons
As president and chief executive officer, Kate Bertram, MBA, leads Christian Horizons’ life plan campuses and stand-alone older adult communities with strategic industry insight. Kate joined Christian Horizons’ executive team with nearly 20 years’ leadership experience in senior services and older adult living.
She received a MBA from Mount Mary University and is a past participant in many industry board of directors including WI Nursing Home Administrator Board, LeadingAge WI and National MS Society, WI Chapter. Kate is a master of strategic initiatives, collaboration, vision and strategy.
President and Chief Operating Officer
Capitalizing on his reputation as a change agent, Chris Bird brings his expertise to the communities LCS serves. By leading operations, building community occupancy, fostering capital partner relationships, and developing new business, Chris implements strategies to deliver on the expectations of owners and shareholders. As president, chief operating officer, Chris oversees Life Care Services, CPS, legal, IT, and onboarding operations. His ability to analyze issues, devise continuous process improvements, and incorporate business process initiatives drives performance improvement for the overall operation.
At LCS, Chris mentors future leaders by providing guidance, expertise, and resources to develop professional skills in the senior living industry. In addition, he is a member of the Board of Directors of LCS Holding Company, LLC. Chris is a member of the Argentum Advisory Council and the Argentum Chief Operating Officer Roundtable. He holds a bachelor’s degree in history from the University of Memphis, Tennessee.
Co-Founder and CEO, WiseOx
Fritz Brumder is an accomplished entrepreneur and business leader with extensive experience in founding and managing innovative companies. Currently serving as Co-Founder and CEO of WiseOx, Fritz leads the development of AI-driven solutions for businesses. As a Founding Member and Advisor at Convee, Fritz played a pivotal role in creating a brand and MVP product in a short timeframe. Previously, Fritz founded Magic in the Middle and Zipcan, and held leadership positions at Brandlive Inc. and Hi Touch, driving growth and operational excellence. Educational credentials include an MBA from Babson College and a Bachelor’s degree in Cinematography from Bates College.
President and CEO, Massachusetts Assisted Living Association
Brian Doherty has served as president and CEO of the Massachusetts Assisted Living Association (Mass-ALA), since 2018. His successful leadership was recognized by Argentum, which named him a 2022 Champion of Seniors Awardee. As assisted living is a relatively new and fast-growing sector, and an innovative model of a social wellness environment, Doherty focuses on educating policy makers and the public on its beneficial role in healthy aging. This includes legislative and regulatory advocacy, and production and promotion of consumer resources including the Assisted Living Resource Guide, which is published annually and provided free to members of the public.
Doherty has a proven record in association management, having successfully led associations in different sectors. He served as Executive Director at the Massachusetts Psychological Association and, prior to that, as CEO of the Northeast Association of REALTORS®. In a volunteer capacity, he currently serves as Immediate Past Chair of the New England Society of Association Executives, where he has served on the Board since 2018.
Founder and CEO, Senior Doc
Bio coming soon.
Chief Growth Officer, CareConnectMD
Ray George has over 20 years of experience in the healthcare industry. Ray began their career as a Recruiter for Management Recruiters in 2000. In 2003, they took on the role of Director of Sales for RealTimeImage (Acquired by IDX, GE Medical Systems). In 2006, they joined Nuance Communications as a Sales Executive, where they sold Speech Recognition software/systems to Radiology, Cardiology, Pathology and Emergency Departments. In 2010, they became a Sales Executive at Life Image. From 2011 to 2014, they were the National Accounts and Business Development Lead- Healthcare Cloud at Dell Healthcare and Life Sciences. From 2018 to 2023, they held the roles of Executive Adviser and VP, Chief Growth Officer at Third Eye Health. Currently, they are the Chief Growth Officer at CareConnectMD.
Ray George attended Miami University from 1996 to 2000, where they earned a Bachelor of Arts in Political Science.
Founder and CEO, Solera Senior Living
In April 2016, Adam leveraged his 15+ years of experience to launch Solera Senior Living, a next-generation senior living operations, development, and investment company with the goal of elevating the resident experience. At Solera, Adam identifies strategic growth opportunities, sets the vision for the operating model and program design, sources and structures capital relationships, evaluates innovative technologies, and is responsible for building a highly engaging culture.
Adam received his BA from Cornell University, School of Hotel and Restaurant Management, and his MBA from Northwestern University’s Kellogg School of Management. Adam credits the constant love and support from his wife for his success to-date in building Solera. Outside of work, Adam enjoys spending quality time with his wife and three incredible children, two boys and a girl, socializing with close friends, traveling, reading, skiing, golfing, and fitness.
Managing Director, Equitage Ventures
Bio coming soon.
Managing Director, Artemis Real Estate Partners
Ms. Lacey is Managing Director of Asset Management with Artemis’ healthcare business, responsible for developing and implementing asset management activities across the healthcare platform with additional focus on seniors housing. Ms. Lacey joined Artemis/Great Falls Advisors in August 2019 and is based in metropolitan Washington, DC. Ms. Lacey is an employee of Great Falls Advisors.
Prior to joining Artemis/GFA, Ms. Lacey held a variety of roles with Sunrise Senior Living, including leadership of business process transformation where she developed and implemented programs to drive efficiencies across hundreds of North American assets.
At Sunrise, Ms. Lacey also served as a Vice President of asset management for a portfolio valued at $1.8B. Ms. Lacey has also worked for commercial lender CapitalSource in their cash flow lending group where she supported credit ratings across a variety of industries.
Ms. Lacey attended the University of Maryland, where she graduated with a BS in Finance.
CEO, AllieHealth
Ms. Jessie Lucci is the Founder and CEO of AllieHealth, an operational software solution that helps senior living operators improve their NOI by capturing missing care revenue and increasing labor efficiency. Before founding AllieHealth, Jessie Lucci was an operator in tech for 10+ years. She launched and managed Uber/UberEats in 10+ cities and oversaw Lime’s North American business with 100k scooters, 10k frontline workers, and 20+ city operations. Jessie entered senior living because of her family experience. To research, she worked as a caregiver at a senior living community for a month. This experience made Jessie aware of opportunities to improve both operator experience and community performance. Jessie has an M.S. from Northwestern University.
Chief Strategic Advisor, Pine Park Health
Jim Lydiard is the Chief Strategy Officer of Pine Park Health. Pine Park Health has established itself as a leading value-based primary care organization, solely dedicated to providing service to residents living in Seniors Housing Communities. With >5000 active patients, 3 operating states (CA, AZ, NV), >160 community partners, Pine Park has the dedication, experience, and outcomes necessary to support the healthcare journey for seniors. Through a blend of technology, data innovation, team based care, and on-site delivery, Pine Park Health has proven to increase communities access to care, improve resident satisfaction, all while optimizing the workflows of wellness departments within our community partners.
Prior to joining Pine Park Health, Jim held roles as the CSO with HarmonyCares; the nations largest house call practice, as well as Vice President roles at Strive Health and CareMore/Elevance. CareMore Health is an integrated health care delivery company and subsidiary of Elevance, serving over 200,000 members across 26 states. At CareMore, Jim led the national business division responsible for bringing CareMore’s care delivery model into Seniors Housing communities (SNF, ALF, ILF, CCRC, etc) and those with limited access to outpatient services.
Since 2007, Jim has been committed to improving care delivery operations, access, and affordable care models to frail and underserved patients and communities. His organizations, roles, and care teams championed mobile programs in more than 30 states. In his current and past accountable areas, Jim’s responsibilities have included P&L oversight, network strategy and development, product design, analytics & reporting, and growth.
Jim is a routine contributor to various industry forums, such as National Investment Center (NIC), Lincoln Healthcare Leadership, Aging Media Network, and Milken Institute on Aging.
Head of Senior Housing Asset Management, AEW Capital Management
Jennifer oversees AEW Capital Management’s Asset Management platform for Senior Housing. She leads a team of eight seniors housing asset management specialists who are responsible for managing approximately 70 properties, totaling around 9,000 units and $3.2 billion in GPV. With over 20 years at AEW, she has been focused on the Senior Housing portfolio since AEW launched its Senior Housing dedicated fund series in 2009. Prior to joining AEW in 2002, Jennifer worked at Arthur Anderson She has a B.S. and an M.B.A. from Bentley University and holds a Certificate in Real Estate Finance from Boston University.
President & CEO, Texas Assisted Living Association
Bio coming soon.
Vice President, Health Care Strategy, NORC
Dianne is the vice president of Health Care Strategy at NORC. In her role, she works to leverage the depth and breadth of NORC’s diverse social sciences expertise and research assets to help health care clients meet their business objectives. Dianne also leads NORC Labs—NORC’s innovation hub which supports NORC staff as they incubate ideas that align with the organization’s mission to produce quality research and insights, designed to make NORC smarter, better, and faster at responding to emerging client needs.
As vice president, Dianne drives business development strategy and oversees client engagements. With over 17 years of experience working with a diverse range of health care entities, including private and government payers, providers, trade associations, life science companies, foundations, and nonprofits, she has tackled some of the most challenging policy and strategy issues. Dianne combines her subject matter expertise and analytical skills with storytelling and evidence translation to support sound public policy and business strategy. She specializes in maternal health, social determinants of health, health disparities, post-acute care, seniors housing, and end-of-life care.
Recent projects of interest include an analysis to estimate the value of hospice care in Medicare, examining disparities in maternal health in Medicaid, and survey research to gain a national perspective of consumers’ and physicians’ trust in the U.S. health care system, with a special focus on the impact that COVID-19 and discrimination has on the relationships between patients and their providers.
Dianne was the Director of Innovation at Blue Cross Blue Shield Association, where she developed programs to improve health outcomes for members with various conditions, such as diabetes and behavioral health issues. In that role, Dianne led the Care Management Accelerator, collaborating with Blues Plans to scale new programs and technologies. Before BCBSA, she worked as Director of Data Analytics at Avalere Health supporting health care organizations across the spectrum, and as a health services researcher at RTI, focusing on post-acute and long-term care issues.
Co Founder and CEO, Priority Life Care
Severine (Sevy) Petras spent a decade in investment banking, specializing in debt solutions for Senior Housing and Healthcare. Her career included roles at NatCity Investments, 5/3 Securities, and Merrill Lynch Capital, which was later acquired by GE Capital.
In 2009, Sevy and her family founded Priority Life Care (PLC), recognizing the growing need for affordable senior living options. Leveraging her financial expertise, along with her family’s deep experience in senior living and leadership, they focused on creating alternative models for senior living while fostering an employee-first culture that drives success.
With Sevy’s leadership and a dedicated team, PLC has revitalized underperforming properties by building strong teams and cultivating a positive, people-centered culture. The company has also expanded into joint ventures with capital partners, focusing on strategic growth and innovation in senior living.
At PLC, Sevy believes that the well-being of the team drives the quality of care for residents, shaping the company’s approach across affordable, middle market, and high-end communities.
The mission at PLC is to light the way for seniors nationwide by creating supportive communities and delivering compassionate, quality care tailored to their needs.
Managing Partner, Agemark Senior Living
Michael Pittore began full-time with Agemark in 2015. Committed to providing superior experiences for residents and families in new and underserved markets, Michael focuses on business development related to acquiring, financing and capitalizing new projects, as well as exploring new strategic partnerships in operations and marketing.
Prior to working for Agemark, Michael spent eight years in real estate investment banking at Deutsche Bank and Goldman Sachs in both Europe and the USA. He holds a bachelor’s degree in Engineering from Cornell University.
Co-Founder and Co-CEO, August Health
Justin Schram, MD is a physician leader dedicated to expanding access, convenience, and quality of care for older adults. His areas of expertise include innovative care delivery models, chronic disease management, digital health, and value-based care.
Justin Schram, MD is a physician leader dedicated to expanding access, convenience, and quality of care for older adults. His areas of expertise include innovative care delivery models, chronic disease management, digital health, and value-based care. He is Co-Founder and Co-CEO of August Health, a modern EHR and value-based care enablement platform for senior living communities. August Health promotes best clinical practices and efficient, collaborative care for frail older adults residing in residential care communities. In his prior role, Dr. Schram was Regional Medical Director for Landmark Health (acquired by Optum), where he led clinical teams caring for thousands of seniors in their homes and senior living communities. He also led the Landmark clinician advisory group for technology systems, including EHR development and population health analytics. He is a former faculty member at University of Washington Department of Medicine and has served in leadership and advisory roles at multiple digital health companies in the US and India. He received his M.D. from University of Pennsylvania and trained in primary care and internal medicine at University of Washington.
Senior Principal, MercerWELL, Mercer
Regularly featured on DFW and national news outlets, Caroline Susie is an award-winning dietitian, national spokesperson for the Academy of Nutrition and Dietetics and a consultant within Mercer’s MercerWELL specialty practice where she leads Mercer’s Advocacy vertical. Working alongside Health and Benefit leads, she advises clients of all sizes on how to identify health improvement opportunities that deliver results. Areas of expertise include advocacy selection and implementation; wellness program design, development, strategy, implementation and review; chronic condition solution selection, implementation, and clinical effectiveness; and managing vendor relationships.
Caroline is a University of Oklahoma graduate with 20 years of experience as a registered and licensed dietitian.
Personally, Caroline is a fitness enthusiast who enjoys running, yoga, and tennis. She is a mom of a toddler, a Jack Russell Terriers, one lab and lover of all things food and wine.Media appearances: The Today Show (NBC), Morning on Merit Street (TBN), Fox 4 News (KDFW), KRLD radio, NBC 5 News (KXAS), ABC 8 (WFAA), CBS 11 (KTVT), CW 33, and FOX 25 (KOKH). She has been published in the Dallas Morning News, Sports Cardiovascular and Wellness Nutrition (dietetic practice group of the Academy Nutrition and Dietetics’ online professional journal) and Ventures (dietetic practice group of the Academy Nutrition and Dietetics’ professional journal). She has been quoted in The Wall Street Journal, Eat This, Not That!, US News, Very Well Health, Parade, WebMD, Consumer Health Day, and Fortune.
Public speaking appearances: Academy of Nutrition and Dietetics Annual Food & Nutrition Conference & Expo, DFW Business Group on Health, American Heart Association Dallas, Oklahoma Academy of Nutrition and Dietetics, Texas Academy for Nutrition and Dietetics, Academy of Nutrition and Dietetics Nutrition Entrepreneurs Dietetic Practice Group Corporate Wellness panelist, Methodist Health System Breast
Vice President of Health and Wellness, Charter Senior Living
Janet is an experienced clinical leader with an emphasis on quality, regulatory compliance, risk management, and strategic planning. Driven by her passion for seniors, she takes pride in educating, supporting, and empowering others to provide excellence in care delivery. With over 19 years of experience serving seniors, Janet has leveraged her clinical and operational expertise to identify and implement new processes and strategies that have resulted in improved outcomes for the residents, community team, and organizations she has served. During her years of service, Janet has held several positions and titles, including Regional Nurse, National Clinical Consultant, Senior Vice President of Quality and Risk Management, COVID Task Force Coordinator, Policy and Procedure Chair, Baldrige Senior Examiner for AHCA/NCAL Quality Awards, Industry Thought Leader for the International Council on Active Aging, as well as several others.
Janet holds a master’s degree in nursing and is a Certified Manager of Quality and Organizational Excellence. Mentoring and educating others to reach their full potential is a passion of hers. Janet brings with her extensive knowledge in managing large portfolios, data analytics, and creating systematic processes that lead to excellence.
Founder, Inspiren
Michael Wang is the founder of Inspiren, an award-winning healthcare technology company. Inspiren’s flagship solution, AUGi (Augmented Intelligence), has received an Edison Award, Fast Company’s Innovation by Design Award for Artificial Intelligence, and Time Magazine’s Best Inventions.
Wang held numerous roles as a clinician at New York-Presbyterian Hospital and has vast clinical experience in cardiothoracic surgery and direct patient care. From his observations at the bedside, he assembled a team to create AUGi, a hybrid sensing wall-mounted AI that improves patient safety and clinical outcome.
For his pioneering work and inventions in both healthcare and hospitality industries, he has been recognized internationally having received the inaugural innovation award from The American Nurses Association, Fast Company’s Linda Tischler Award for Design, and Emory University’s 40 under 40.
He graduated from Oxford College, Emory University, and holds advanced degrees from Columbia University.
Vice President, Market Leader – Senior Living, PointClickCare
Bio coming soon.
Argentum is the leading national trade association serving companies that own, operate, and support professionally managed senior living communities in the United States.
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