Medical Device Playbook
Newport Beach 2026

May 21, 2026

Maximizing Value in MedTech’s Shifting Market

By Invitation Only – May 21, 2026 – Newport Beach, California. Medical Device Playbook convenes some of MedTech’s most experienced founders, CEOs, investors, and industry leaders for candid, closed-door conversations about building value in a shifting market. In this private setting, leaders who have built, scaled, and exited companies speak openly about the decisions that shaped growth, strategic position, and exit outcomes.

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The Decisions that Shaped the Deal

Everyone talks about the exit. Playbook focuses on the decisions that shape it.

Speakers share firsthand experience from real MedTech exits, including the strategic choices and inflection points that built enterprise value long before a transaction was on the table. Guests will hear what strengthened valuation, reduced risk, and positioned their companies for the right outcome.

“I’m blown away by the quality of the speakers and the quality of their talks. It is a wonderful event. I’m very happy I came.

Rafael Ronen, Co-Executive Director of INOVAIT

Candid and Unscripted

We curate Playbook deliberately. From the speakers and guests to the setting itself, we create a space where they can connect and exchange ideas in a forum designed to be different from traditional industry events.

Founders and Leaders
Who’ve Built It

Hear directly from founders, CEOs, investors, and innovators who have created companies, developed technologies, and carried them through to real-world outcomes. These are people who have made consequential decisions and lived with what followed.

Experience Over
Theory

Hear firsthand accounts of the trade-offs, pressure, and turning moments that shaped company trajectories and exit outcomes. The discussion is grounded in lived experience.

A Room of
Decision-Makers

Connect with peers who have faced the kinds of decisions you’re facing, and others who will soon. The perspective in the room spans stages, roles, and outcomes, which raises the level of every conversation.

Who Is Invited?

Medical Device Playbook is invitation-only.

  • MedTech founders and CEOs
  • Investors and venture capitalists
  • Senior executives from established and acquiring organizations
  • Industry leaders with deep operating experience

The room is intentionally composed of leaders who carry responsibility for capital, strategy, and outcomes inside MedTech organizations.

Only a select group of industry leaders will receive an invitation. If you believe you belong among this group, apply for an invitation.

Event Details

Location: VEA Newport Beach, A Marriott Resort & Spa

Date: May 21, 2026, 8:30am-6:00pm

Attendance: By Invitation Only

If this sounds like a room where you belong,
request an invitation.

Newport Beach 2026 Invitation Request

Presented by

Sponsor

Government of Canada logo

Sponsor

Precikam logo

Sponsor

interlynk logo

Supporting Sponsor

Device Alliance logo

Community Partner

Octane OC logo

Community Partner

Inovait Logo

Community Partner

ULP logo

Sessions

Strategic Pivoting in Early Stage Companies

Stan Lapidus shares his journey as an inventor and entrepreneur in medical technology, focusing on how early-stage companies recognize when and how to pivot. Through real-world examples, he explores how identifying poorly solved problems, asking better questions, and adapting strategy at the right moments leads to breakthrough innovation, stronger market adoption, and ultimately successful exit outcomes.

Stan headshot

Stan Lapidus

Inventor & Entrepreneur

View Stan’s Bio

From FDA Strategies Towards Exit: Building a Regulatory Path That Maximizes Value

The path to an optimized exit begins with regulatory strategy.

With more than 25 years of experience advising medtech companies on FDA pathways, Kristin Zielinski Duggan will share how smart regulatory planning can accelerate timelines, reduce risk, and strengthen acquisition positioning. Attendees will gain practical, real-world strategies to align regulatory decisions with commercial goals and drive stronger exit outcomes.

Kristin Zielinksi Duggan headshot

Kristin-Zielinski Duggan

Partner
Hogan Lovells

View Kristin’s Bio

Breaking Resistance to Build Value: How Adoption Drives Optimized Exits

Innovation alone doesn’t create exit value market adoption does.

Jeff Silver focuses on the critical middle phase of the exit journey: turning breakthrough innovation into real-world clinical adoption. Drawing on decades of experience including the CryoCath/Medtronic story he will unpack how overcoming physician skepticism and systemic barriers directly influences valuation and acquisition outcomes.

Jeff Silver headshot

Jeff Silver

President
Jeff Silver Consulting Inc.

View Jeff’s Bio

The Unobvious IP Playbook: Protecting What Matters to Maximize Exit Value

Not all intellectual property is created equal, and in MedTech, protecting the wrong things can be as costly as protecting nothing at all.

In this session, Paul Conover, Partner at Knobbe Martens, brings nearly 30 years of experience advising MedTech companies on transactions, diligence, and high-stakes IP strategy. Drawing on real-world cases, involving multi-hundred-million-dollar transactions, he will share how to identify and protect the IP that truly drives enterprise value.

Paul Conover headshot

Paul Conover

Patent Attorney & Partner
Knobbe, Martens, Olson & Bear

View Paul’s Bio

Remaking the Carotid Stent Market: The Silk Road Journey to a $1.4B Exit

In this session, Andrew Davis will share how Silk Road Medical navigated the journey from clinical validation to commercial scale through critical strategic pivots that led to a successful IPO and ultimately its $1.4B acquisition by Boston Scientific in 2024. From pivotal trial strategy and regulatory navigation to building a new market category, he will highlight the decisions and disciplined execution that drove enterprise value and a successful exit.

Andrew S Davis Headshot

Andrew S. Davis

Chief Commercial Officer | Medical Device Executive
Silk Road Medical

View Andrew’s Bio

Alternative Sources of Capital: How and When to Use Venture Debt

In this session, Milo will talk about the different sources of capital used by start-ups, including Venture Debt. He will discuss the different types of lenders in the market, how and when to engage with them, common terms and best practices for negotiating the right deal for the company.

Milo Bissin headshot

Milo Bissin

Managing Director, Life Science and Health Venture Banking
Stifel Bank

79 Startups, One Question: When Is the Best Time to Exit? Insights from Scott Phillips, CEO, StarFish Medical

Using real-world data from dozens of startups, this session examines how exit outcomes vary across development stages. Scott Phillips shares patterns, surprises, and strategic considerations that can help founders and investors better navigate the path to value realization.

Scott Phillips headshot

Scott Phillips

Founder & CEO
StarFish Medical

View Scott’s Bio

Speaker Bios

Stan headshot

Stan Lapidus

Inventor & Entrepreneur

Stan Lapidus is an inventor and entrepreneur. He serves on a number of diagnostics company boards, including Mercy BioAnalytics of which he is chairman. He was the founding CEO of three medical diagnostics companies. Cytyc Corp. revolutionized cervical cancer detection with ThinPrep (over two billion tests), and EXACT Sciences pioneered Cologuard for colorectal cancer detection. Both companies achieved multi-billion-dollar exits. Stan holds 38 patents and was named one of Forbes’ 250 Greatest Innovators.

Kristin-Zielinksi Duggan headshot

Kristin-Zielinski Duggan

Partner
Hogan Lovells

Kristin Zielinski Duggan advises companies on FDA regulatory strategy, clinical programs, and compliance. She has deep experience across devices, pharma, and combination products, including diligence for transactions and acquisitions.

Jeff Silver headshot

Jeff Silver

President
Jeff Silver Consulting Inc.

Jeff Silver is a global marketing and medical education executive with over 30 years of experience bringing innovative medical technologies to market. He has led U.S. and international launches across startups, acquisitions, and Fortune 500 companies, including cardiac ablation devices that transformed the standard of care for atrial fibrillation. Jeff has directed marketing organizations, overseen physician and field education, and developed advanced training solutions from live programs to simulation systems. Known for spotting blind spots in launch planning and mentoring future leaders, he has helped accelerate adoption, reduce risk, and drive successful global introductions of transformative therapies.

Paul Conover headshot

Paul Conover

Patent Attorney & Partner
Knobbe, Martens, Olson & Bear

Paul Conover is an intellectual property attorney specializing in medical devices. He has extensive experience supporting startups and public companies through IP strategy, licensing, and acquisitions.

Andrew S Davis Headshot

Andrew S. Davis

Chief Commercial Officer | Medical Device Executive
Silk Road Medical

Andrew S. Davis is a seasoned commercial leader in cardiovascular MedTech, with 25+ years of experience spanning startups, private equity-backed companies, and global organizations. He specializes in defining product strategy, market access, and commercialization plans that transform novel technologies into category-defining therapies while consistently driving revenue growth.

At Silk Road Medical, he helped scale TCAR from concept to nearly $1B in revenue, contributing to its IPO and $1.3B acquisition by Boston Scientific.

Currently Chief Commercial Officer at Procyrion, he is advancing a breakthrough heart failure therapy while leading transformational growth initiatives and advising on M&A. Known for building high-performance cultures and developing top talent, Andrew combines visionary leadership with disciplined execution to scale organizations, accelerate adoption, and deliver meaningful impact for patients, providers, and stakeholders.

Scott Phillips headshot

Scott Phillips

Founder & CEO
StarFish Medical

Scott holds a degree in Engineering Physics from the University of British Columbia. Prior to starting StarFish, he worked in diverse areas such as lithium battery development and manufacturing, UV spectroscopy instrumentation and hi-fi audio speakers. Under his leadership StarFish has grown into a diverse professional organization with clients around the world and 100% focus on medical devices. Scott is a past Chair and current member of the LifeSciences British Columbia board, member of the 2022 VIATEC Board of Directors, Fellow of The Canadian Academy of Engineering, winner of the EY Entrepreneur Of The Year™ 2017 Pacific Awards Technology category, 2017 recipient of the VIATEC Technology Champion award, and volunteers with Junior Achievement, Entrepreneurs Organization, and University of British Columbia.