Topic: Inside "Healthy" Joint Ventures - Tavistock/Signet Lake Nona Performance Club

Speakers: Edward Matuszak, Managing Director of Equity Investments at Signet; Jim Ellis, Integrated Wellness Partners, Corporate Leadership; Mike Stoops, Integrated Wellness Partners, Corporate Leadership; and James Groves, Fitness & Wellness Services, Regional Executive Director

Agenda:
- 5:30pm: Announcements - John Wilenski
- 5:40pm: Introduction of Speaker(s) - Mark Brice
- 5:45pm: Presentation

Presentation:
- How does a family office and Tavistock decide to work with each other
- JV structure and org chart
- World class offerings
- Medically based health and wellness
- Virtual reality tour: Lake Nona's future
- Sources/uses JV costs
- Q&A

Speakers' bios:

Edward Matuszak, Managing Director of Equity Investments at Signet
In this role, Ed is directly responsible for leading the effort to execute Signet’s equity raises, both in the U.S. and Internationally. Ed has more than 30 years of experience in the financial services industry, specifically I assessing risk, financial valuation and structuring, portfolio management, business development and investor relations in corporate banking, M&A, and investment management business.

Throughout his career, Ed has worked extensively with investors of all types from high net worth, family offices, private business owners, wealth advisors, foundations, endowments and corporate institutional investors. Previously for eighteen years Ed has actively participated in growing existing financial companies and the startup of new financial services firms.

Immediately prior to joining Signet, Ed founded two investment management firms, and co-founded a hedge fund which grew to more than $70 million in six years.

Jim Ellis, Integrated Wellness Partners, Corporate Leadership
As Executive Vice President and Managing Director for Interated Wellness Partners, Jim is responsible for the general operational oversight of all administrative responsibilities. This includes the business operations, sales & marketing strategy, corporate strategy including staff, facility and programs associated with Integrated Wellness Partners business approach.

Jim brings more than 25 years experience in the medically based fitness and wellness field to bear in his role with IWP. Jim has been responsible for developing 18 health and wellness centers for hospitals, health systems, universities and communities across the United States during his career. In addition, he served as Executive Director of some of the industry’s leading wellness centers.

Mike Stoops, Integrated Wellness Partners, Corporate Leadership
As Director of Operations of IWP, Mike’s particular focus lies in developing and designing medical fitness centers. In this capacity, he has demonstrated a talent for instituting top-notch medically based programming, efficient emergency response planning, and excellent customer service standards.

Mike brings 15+ years of experience in Sports Medicine as well as the health and wellness industry. He brings an extensive background in injury management and rehabilitation as a professional baseball athletic trainer for the New York Mets and Cleveland Indians. His knowledge extends to health and wellness center management and operations where he has spent his last 10+ years.

Mike earned a MS in Exercise Physiology and is a Certified and Licensed Athletic Trainer through the National Athletic Trainers Association. In addition, he is a Certified Strength and Conditioning Specialist, as well as a Corrective Exercise Specialist.

James Groves, Fitness & Wellness Services, Regional Executive Director
James Groves is an accomplished executive and leader with extensive experience building and managing staff responsible for providing Physical Medicine and Rehabilitation programs, Integrative Medicine, Medical Fitness and Wellness and Population Health Management Programs. James has had considerable success building and leading multi-disciplinary teams of health care professionals in efforts to deliver programs which impact the quality and cost of care while achieving and maintaining a sustainable business model.

James’ expertise lies in strategic planning, business and program development, team-building and working collaboratively across organizational and departmental lines in a rapidly changing environment. Areas of expertise include Population Health Management, Integrative Health, Medical Fitness, Corporate Wellness, Lifestyle Medicine, Rehabilitation Medicine, Healthcare Business Development, Facilitative Leadership and Health Coaching.