SOURCE: Ziegler


November 13, 2009 16:39 ET

Ziegler: Lessons Learned From the Economic Crisis of 2008 - 2009

Healthcare Capital Finance: One Year Later Study

CHICAGO, IL--(Marketwire - November 13, 2009) - Amid the chaos of the Great Panic of 2008, venerable financial firms disappeared, interest rates on variable-rate bonds skyrocketed, billions in investment portfolios vanished and long-held conventions for managing treasury operations crumbled. Strong health systems suffered disproportionately as low-cost synthetic debt structures and high return investment strategies failed.

In response to the chaos, Ziegler, along with The Health Management Academy Benchmarking Series, sponsored a "Lessons Learned" forum, which researched the impact the Great Panic of 2008 has had on health systems, and discovered strategies for preventing it from happening again. The "Lessons Learned" forum included surveys, analysis, case studies and small group discussion. The observations were collected and assembled by Dave Johnson, senior managing director and co-head of Ziegler Healthcare Finance and Paul Clark, senior director at The Health Management Academy, and a study was presented at The Health Management Academy's CFO Forum on November 12, 2009.

In the forward Dave Johnson wrote, "Ziegler sponsored the Academy's 'Lessons Learned' forum because we want our industry to improve its service model for America's health systems. The complexity and interconnectivity of global finance makes future system failures probable. Now is the time to come together and search for answers." The participating healthcare financial leaders offered twenty different lessons learned related to structure, market, and bank risk.

For additional information on this important white paper and the expert insights of Dave Johnson, please visit The Academy.

About Ziegler:

The Ziegler Companies, Inc. (PINKSHEETS: ZGCO) is a growth-oriented boutique investment banking and investment services firm with a primary focus in the healthcare, senior living and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting, mortgage banking, institutional sales and trading) and wealth management, including asset management and alternative investments.

Nationally, Ziegler's Capital Markets is ranked as one of the leading investment banking firms for non-profit healthcare and senior living providers, as well as religious institutions and schools.

Ziegler Wealth Management (retail brokerage) encompasses investment and consulting services for individuals, families, business owners and institutions nationwide.

Ziegler's alternative investing activities include raising and deploying capital through private investment funds with investment objectives related to the real estate, services and technology sectors of the healthcare and senior living industries.

Ziegler Capital Management, LLC provides separate account management for individuals, corporations, foundations and endowments. Total assets under management are approximately $2.2 billion.

About The Health Management Academy:

The Health Management Academy (The Academy) provides an open environment for the senior executives of the country's largest health systems and corporations to exchange best practices and benchmarking data, focused on increasing the quality, appropriateness and efficiency of care. By virtue of the size and position of their healthcare systems and corporations, The Academy members have similar opportunities and challenges. They view The Academy as a knowledge source for identifying and monitoring tactical and emerging strategic issues. The Academy was formed in 1998, the same decade many of the largest health systems were created. The Academy's model of educational programming creates Forums of health system executives with similar roles, assesses the top priorities of its members, monitors the organization and development of large health system executive teams and facilitates structured interaction among its members.

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