LUMERIS - Key Persons

Job Titles:

• Member of the Leadership Team
• Chief Medical Officer for Population Health Analytics
• Senior Vice President, Digital Health and Analytics

Dr. Alexander serves as the Chief Medical Officer for Population Health Analytics at Lumeris, where he helps clients improve the health of populations, by using data and information technology to make better decisions. Prior to his current role, Dr. Alexander was the Chief Medical Information Officer and a Pediatric Hospitalist at WakeMed Health & Hospitals in Raleigh, NC from 1999 until 2017. Dr. Alexander holds degrees from North Carolina State University and the University of North Carolina School of Medicine. He is board certified in Clinical Informatics and Pediatrics.

Job Titles:

• Member of the Board of Directors
• Corporate Advisor and Independent Investor

Chuck Cory is a corporate advisor and independent investor who focuses on the intersection of finance and corporate strategy in the technology sector. In more than 30 years as an investment banker, Chuck has advised on more than 300 successful transactions aggregating well in excess of $500 billion, ranging from IPOs and debt financings to corporate restructurings, spinoffs and mergers, acquisitions and business combinations. Chuck joined Morgan Stanley in 1982 and was appointed Managing Director in 1991. From 1996 to 2005, he was responsible for the firm's activities in technology mergers and acquisitions, running that business on a global bases from Silicon Valley. From 2005 to 2015, Chuck served as the company's Chairman of Global Technology Banking. Currently, Chuck serves as the Lead Independent Director of Alteryx (NYSE: AYX), a next generation platform for enterprise analytics. He also chairs Alteryx' Compensation Committee and serves on its Audit Committee. Chuck is an active investor for private technology enterprises in Virginia, including Moonlighting (a native mobile marketplace for the gig economy), Scivera (SaaS software for supply chain toxicity screening and management) and VividCortex (next generation infrastructure management software).

Job Titles:

• Member of the Executive Action Committee
• Corporate Chief Medical Officer, Lumeris and Essence Healthcare

In her role as Corporate Chief Medical Officer for Lumeris, Dr. Zimmerman builds the clinical strategy for the organization to support the Lumeris operating model. She directs the physician leadership team in supporting health systems transform their organizations to deliver value-based care, including developing and implementing clinical programs and quality management functions. Dr. Zimmerman also leads Lumeris University, where she is responsible for all internal employee training and onboarding, physician mentoring and PCP boot camps, clinical content and the Lumeris Innovation Conference. She is Chief Medical Officer for Essence Healthcare, a high performing Medicare Advantage plan which has averaged 4.5 Stars for the last 11 years. Dr. Zimmerman has a long and distinguished history of medical leadership at health plans such as Cigna, Group Health Plan and Health Partners of the Midwest. Before joining Essence Healthcare, she served as Chief Medical Officer of Mercy Health Plans, a provider-sponsored plan owned by Sisters of Mercy. She is also an accomplished entrepreneur, having co-founded a successful disease and complex case management firm. Dr. Zimmerman practiced internal medicine for 15 years and is licensed to practice in Missouri.

Job Titles:

• Member of the Board of Directors
• Chairman of the Institute of Medicine 's Roundtable
• President and Chief Executive Officer Emeritus, Mayo Clinic / Director, Healthcare Delivery and Policy Program, Arizona State University

Denis Cortese is a champion of high-quality and patient-centered health care. He is currently Director of the Health Care Delivery and Policy Program at Arizona State University (ASU); Foundation Professor at ASU; and President of the Healthcare Transformation Institute, a non-profit organization dedicated to improving healthcare delivery and lowering health care costs. Denis is also Chair of the Institute of Medicine's Roundtable on Value and Science Driven Healthcare, and serves on the boards of Pinnacle West and RAND Health. From 2003 until his retirement in November 2009, he was President and Chief Executive Officer of Mayo Clinic. Prior to that, Denis served in other administrative positions at Mayo, and worked in the organization's pulmonary and critical care areas for nearly 30 years.

Job Titles:

• Chief Legal Officer
• Member of the Executive Action Committee
• Legal Professional and Health Care Executive

Gail Halterman is an experienced legal professional and health care executive. She joined Lumeris after a distinguished career in private practice at Lathrop & Gage, LLP, a full-service national law firm. At Lathrop & Gage, Gail focused in the areas of healthcare transactional, regulatory and compliance law with particular emphasis on data exchange and privacy issues. In her role as Chief Legal Officer, she is responsible for legal strategy and operations, corporate governance matters and government affairs helping ensure the company's proactive adherence with the spirit and letter of all applicable laws and regulations. In addition to her Juris Doctor, Gail holds a Master's degree in health services administration, and prior to her entry into law school, was licensed as a long-term care administrator.

Job Titles:

• Member of the Board of Directors
• Chairman & CEO of Mutual of Omaha
• Member of the Greater Omaha Chamber Board of Directors
• Mutual of Omaha in 1989 As Senior Actuarial Assistant
• President of Mutual of Omaha

James Blackledge is Chairman & CEO of Mutual of Omaha, a leading national provider of insurance and financial products for individuals, families and businesses. Blackledge, who became President of Mutual of Omaha in 2014, was appointed CEO in 2015. He was named Chairman in January 2018. Prior to his appointment as President, Blackledge was Executive Vice President, Chief Information Officer and Chief Risk Officer, overseeing all of the company's technology, applications and systems infrastructure as well as enterprise risk management. Blackledge joined Mutual of Omaha in 1989 as Senior Actuarial Assistant of Group Actuarial. He served for 14 years in various roles within the Group Benefit Services business unit, six years in the Individual Financial Services business unit and five years in Information Services. Blackledge received a bachelor's degree from the University of Nebraska-Lincoln (UNL) and a master's degree in Business Administration from Creighton University. He is a member of the American Academy of Actuaries, a Fellow in the Society of Actuaries, and CFA Charter Holder. Blackledge is a member of the Greater Omaha Chamber Board of Directors and serves on its Executive Committee and chairs its Economic Development Council. He also serves on the Creighton University Board of Trustees and the Essence Group Holding Corp. (EGHC) Board of Directors.

Job Titles:

• Chief Technology Officer
• Member of the Executive Action Committee

Jean-Claude Saghbini leads technology and engineering for population health management at Lumeris to improve outcomes and reduce care variability and costs in value based care. With more than fifteen years of experience in healthcare, Jean-Claude is passionate about forging the seamless integration of technology into clinical workflows. Prior to joining Lumeris Jean-Claude led AI innovation, clinical decision support and patient engagement solutions as CTO of Wolters Kluwer Health, and was the General Manager and CTO at Cardinal Health, developing ground-breaking RFID solutions for tracking medical devices and integrating into clinical workflows to increase patient safety, accuracy of clinical documentation and operational efficiencies, and was the CTO of WaveMark, a Boston-area healthcare startup acquired by Cardinal Health in 2013. Jean-Claude received a Master of Science degree in Engineering and Management from the MIT Sloan School of Management. He also holds a Master of Science degree from MIT and a Bachelor's degree in Mechanical Engineering from the University of Massachusetts, Dartmouth. Jean-Claude holds multiple patents in healthcare technology and serves as a member of various boards.

Job Titles:

• Chief Revenue Officer
• Leader
• Member of the Executive Action Committee

Jeff Carroll is a proven leader with a decade of experience working with healthcare providers to design and execute profitable growth strategies. He is responsible for driving the marketing and commercialization strategy for Lumeris, leading all corporate sales and marketing efforts and driving strategic partnerships within the organization. Formerly, he led Lumeris' market strategy for the Midwest region of the United States and was responsible for driving business development, key customer partnerships and revenue growth. Prior to taking over the Midwest market, Jeff spent four years building, designing and implementing Lumeris' solutions in the mid-Atlantic market's high-performing population health organizations. Before joining Lumeris, he worked in long-term care, health system operations and consulting, as well as the U.S. Peace Corps in Kenya.

Job Titles:

• Member of the Board of Directors
• Managing Member and Chief Investment Officer, Passport Capital

John Burbank is the chief investment officer of Passport Capital, LLC, a San Francisco-based global investment firm managing approximately $4.6 billion in assets. The firm's investment process uses a combination of macroeconomic analysis to develop major themes and rigorous fundamental research on individual companies to create global portfolios. Under John's leadership, Passport's investment team focuses on the following areas: agriculture, basic materials, consumer, energy, financial services, health care, India, capital markets, internet/technology and Middle East/North Africa. John has more than a decade of experience investing in global equity markets. Prior to founding the firm in 2000, he was a consultant to JMG Triton Offshore, Ltd. From 1996 to 1998, he was the director of research at ValueVest management. John earned his bachelor's degree from Duke University and his MBA from the Stanford Graduate School of Business.

Job Titles:

• Executive Vice President
• Member of the Board of Directors
• Executive Vice President and Chief Medical Officer, Esse Health

John Rice is a practicing internist, Executive Vice President and Internal Medicine Department Chair at Esse Health, one of the nation's largest independent physician groups. John is also a member of the Esse Health Board of Directors and its executive committee.

Job Titles:

• Chief Financial Officer
• Member of the Executive Action Committee
• Chief Financial Officer for Essence Group Holding Company

Justin Lienemann is Chief Financial Officer for Essence Group Holding Company (EGHC) and Lumeris, with responsibility for accounting, actuarial, finance, tax, investor relations and treasury functions. Justin joined Lumeris from Express Scripts, where he held numerous executive positions across finance, strategy and business development, including Enterprise Financial Planning & Analysis and financial accountability for Accredo Specialty Pharmacy. Prior to Express Scripts, Justin served in financial and strategic capacities at Anheuser-Busch InBev and Intel Corporation. Justin earned his bachelor's degree from Indiana University and his master of business administration from Northwestern University's Kellogg School of Management. He is also a certified public accountant.

Job Titles:

• Member of the Board of Directors
• Partner, Kleiner Perkins Caufield & Byers

John Doerr joined Intel in 1974, just as the company had invented the legendary "8080" 8-bit microprocessor, where he went on to hold various engineering, marketing, and management assignments. In 1980, John joined Kleiner Perkins Caufield & Byers and soon thereafter started Silicon Compilers, a VLSI CAD software company, and @Home, the nation's first broadband cable Internet service. Together with KPCB's partners, he has backed many of America's best entrepreneurial leaders, including Larry Page, Sergey Brin, Eric Schmidt, Jeff Bezos, Scott Cook, Bill Campbell, Andy Bechtolsheim, Scott McNealy, Bill Joy, Vinod Khosla, and the founders of Compaq, Cypress, Macromedia and Symantec. In addition to serving on our Board of Directors, John is a board member at Google and other companies.

Job Titles:

• Chief Financial Officer
• Executive Vice President
• Member of the Board of Directors
• Chief Financial Officer, Cerner

As executive vice president and chief financial officer, Mark Erceg has executive responsibility for Cerner's global financial operations, with oversight of accounting, treasury, financial planning and analysis, tax and investor relations. Prior to joining Cerner in 2021, Erceg spent 25 years in multi-dimensional financial leadership roles, with more than 10 of those years as the CFO of three different publicly-held companies. After 18 years serving in a variety of finance, strategy and operational leadership roles at Procter & Gamble (NYSE: PG), Mark had three successive CFO roles at Masonite International Corporation (NYSE: DOOR), Canadian Pacific Railway (NYSE: CP), and Tiffany & Company (NYSE: TIF), where he developed deep functional expertise and technical knowledge in all aspects of corporate finance. Throughout his career, Mark has demonstrated the ability to work for multi-billion-dollar organizations by leading operational transformation initiatives across complex global businesses, developing and executing strategic plans, and negotiating and integrating acquisitions. As CFO, Mark brings significant experiences in global and operational finance that can help unlock more value for Cerner shareholders. Mark holds a Bachelor of Science in Accounting and an MBA in Finance from Indiana University and has earned the right to use the Chartered Financial Analyst designation.

Job Titles:

• Executive
• Member of the Leadership Team
• President, Essence Healthcare

Martha Butler is an experienced executive with over 30 years of comprehensive knowledge in healthcare on both the provider and the payer side. Martha understands the importance of helping organizations transition from volume- to value-based care. For the past 10 years, her career has been primarily focused on Medicare Advantage (MA) and the establishment of an operational organization that can implement MA plans for other partners and provide ongoing support of various population health services. Martha leads the operations of Essence Healthcare. The Essence plan is built on a proven playbook for achieving improved clinical outcomes at reduced costs that is scalable and can benefit health organizations nationwide regardless of size or geography. Martha is well versed in the unique features of MA, specifically the Stars quality bonus program and risk adjustment. Before joining Lumeris and Essence, Martha was executive director for Esse Health and director of IT business systems for Coventry Health Care.

Job Titles:

• Member of the Board of Directors
• Managing Director of Sandbox Industries

Matt Downs is a Managing Director of Sandbox Industries. He is a member of the Sandbox healthcare team and is passionate about helping Sandbox portfolio companies grow. Prior to joining Sandbox, he worked at Highland Capital Partners and Morgan Stanley. He received a Bachelor of Arts degree from Brigham Young University and an MBA from Stanford. Sandbox Industries provides investment management services for the BCBS Venture Funds.

Job Titles:

• Leader
• Member of the Leadership Team
• Martha Butler Ben Alexander
• Senior Vice President and Head of Market
• Senior Vice President, Chief of Marketing and Communications
• SVP and Head of Market and Rick

Michael Cousins is a seasoned leader who manages the strategic, financial, and operational responsibilities for Lumeris' PHSO line of business. He joined Lumeris as Chief Analytics Officer following the company's acquisition of Forecast Health-a full-service healthcare analytics firm Michael co-founded in 2014. A biostatistician who built predictive models for providers and health plans early in his career, Michael was promoted into senior analytics, research and informatics leadership roles at Anthem, Health Dialog, Optum, Evolent and Cigna. As a result of these professional assignments and his post-doctoral work, Michael has learned the true value of utilizing all data and technology available-but "not just for the sake of doing analytics." He uses his experience to help guide healthcare organizations along the analytics maturity curve-from reporting and descriptive analytics capabilities to predictive and "impactable" analytics capabilities. Michael brings an invaluable skillset and knowledgebase to Lumeris, where he is committed to helping our customers improve decision-making through advanced analytics. As Head of Market, John Fryer leads a team that develops detailed and pragmatic solutions that support organizations' success in the transition to value-based care, and he is responsible for the development of new partnerships. He has focused his career on driving business model transformation, leading project teams to create executable strategies to drive growth and long-term organizational sustainability. John has a background in technology and healthcare consulting and over the course of his career has developed a range of skills including enterprise strategic planning, financial analysis, value-based transformation, physician enterprise organization, disruptive technology deployment, and clinical integration. He relies on these skills to support health system and managed care organizations as they continue to reinvent themselves in the fast-evolving healthcare environment. John is passionate about helping organizations in their business model transformation and frequently speaks at and authors content on related topics for conferences and publications. John holds a bachelor's degree in Economics with a Minor in Entrepreneurship from Wake Forest University and a master's degree in Healthcare Leadership from Brown University. John Fryer, SVP and Head of Market and Rick Goddard, Sr. Director, Market Strategy Last week the Center for Medicare and Medicaid Innovation (CMMI) introduced their strategic refresh "Putting All Patients at the Center of Care" to support broader, more equitable, and outcome-based healthcare delivery transformation while streamlining current and future payment models. Since its inception in 2010 as a (…)

Job Titles:

• Director, Business Development, Lumeris As

Sally Engelman Director, Business Development, Lumeris As Covid-19 continues to cast a shadow on the US healthcare ecosystem, many regional hospitals are fighting to cauterize revenue hemorrhage. Meanwhile, the federal government has moved to implement additional barriers for the one of the most common strategies for hospitals to secure incremental revenues and drive cost synergies: (…)

Job Titles:

• Member of the Board of Directors

Job Titles:

• CEO
• Member of the Board of Directors
• Member of the Executive Action Committee
• Chairman and Chief Executive Officer, Essence Group Holdings Corporation and
• Chief Commercial Officer, Population Health
• Chief Executive Officer of Essence Healthcare
• Executive Action Committee

Jeff Smith is responsible for the development, deployment and customer success for all Lumeris solutions. Jeff focuses on innovation, outcomes, and de-risking the provider transformation to a value-based business model. He brings 25 years of experience in healthcare services and technology, and leads Lumeris' partnerships, advisory services, solution development, marketing, and account management. Prior to Lumeris, he led strategy, acquisitions and population health management at CVS Health, built a market leading point-of-care business, and served healthcare and financial services clients at Deloitte Consulting. Jeff also served six years on the Board of Directors of RxHub and Surescripts. Jeff received his Masters of Business Administration from the University of Pennsylvania's Wharton School, a Masters in International Business from the University of Pennsylvania's Lauder Institute, and a Bachelor of Arts in Mathematics and Economics from Northwestern University.