The next wave of medtech growth is taking shape as companies decide where to invest, how to evolve their portfolios and which partnerships to pursue. Capital allocation, M&A and portfolio strategy are influencing which technologies advance and where the industry is placing its biggest bets. 

With less than two months to go until The MedTech Conference, we’re highlighting three CEOs Unplugged sessions that offer an inside look at these decisions and the leaders behind them.

Hear candid perspectives from senior leaders across medtech and finance as they discuss M&A, portfolio strategy, emerging investment opportunities, and the evolving choices around when to build, partner, or compete. These conversations are part of the industry-defining education program at #MTC26, October 18–21 in Boston.

 Creating the Next MedTech Leaders: M&A, Portfolio Transformation & Life After the Spin 

Sponsored by Truist

MedTech is entering a new era of portfolio transformation, with companies using M&A, divestitures, spin-offs, and strategic investments to sharpen focus, accelerate growth, and create shareholder value. This panel will explore how leaders make critical portfolio decisions, including where to invest, what to divest, and when transformative actions can unlock value. The discussion will examine the realities of executing major change, from separation and integration challenges to talent retention and building successful independent organizations. Panelists will also discuss how M&A priorities evolve through periods of transformation, the role of portfolio optimization in creating more focused businesses, and where the next wave of consolidation and growth opportunities may emerge across MedTech. 

Featured Speakers

Pete Cataldo (Moderator)

Managing Director, Head of Medtech Investment Banking, Truist

Pete Arduini
President and CEO, GE HealthCare

Rachel Ellingson
Chief Strategy & Corporate Development Officer, Solventum

Ivan Tornos
Chairman, President and CEO, Zimmer Biomet

Redefining Women’s Health: Opportunities for Investment and Innovation in Medtech 

Sponsored by PwC

Women’s health is gaining momentum as a targeted investment opportunity in medtech. Half of the world’s patients are female, yet products, pipelines, and clinical strategies have not consistently reflected that reality. As innovation and capital begin to shift, the question is where and how medtech can create real, scalable value. This CEO panel will focus on execution. Leaders from large strategics, scaled innovators, and private equity will share where they are placing bets across areas such as minimally invasive gynecologic procedures, breast and oncology diagnostics, pelvic health, and emerging segments like menopause and cardiovascular conditions in women. The discussion will explore how device innovation is evolving-from anatomy-specific design to AI-enabled diagnostics and at-home testing-and what it takes to move beyond point solutions into platforms that drive adoption, reimbursement, and sustained growth. Attendees will gain insight into: – Where medtech is creating value in women’s health today and where the opportunities are – How leading companies are prioritizing women’s health within broader portfolio and R&D strategies – The types of device and diagnostic innovations gaining traction with providers, payers, and patients – How private equity is shaping investment, M&A, and scale in the category. 

Featured Speakers

Claire Love (Moderator)

Partner, PwC

Essex Mitchell
Chief Operating Officer, Hologic

Tobias Nordblom
Managing Director, Astorg

Holly Sheffield

President, CooperSurgical

The Big Tech Question: Partner, Build, or Compete? 

Sponsored by L.E.K. Consulting LLC

Technology companies are moving rapidly into healthcare, reshaping how innovation is developed, scaled, and delivered. As these worlds converge, both MedTech and Big Tech leaders face critical choices around where to partner, where to build, and where to compete. This discussion brings together leaders from across the ecosystem to examine how these relationships are taking shape, the risks and opportunities they create, and how each side is defining its role in an increasingly AI-enabled healthcare landscape. 

Featured Speakers

Monish Rajpal (Moderator)

Managing Director, Global MedTech, L.E.K. Consulting LLC

Quentin Blackford
President, CEO, and Director, iRhythm Technologies

Prerna Dogra
Director, Product Management & Development Ecosystem – MedTech, NVIDIA

Mick Farrell
Chairman and CEO, Resmed