The Founder & CEO of UpsideHōM shares company milestones and how to create organic intergenerational connection and successful co-housing. Learn how this exciting alternative to traditional senior living is creating solutions for social isolation and affordable housing. 

About Jake

Jake Rothstein is the CEO and Founder of UpsideHōM, whose mission is to enhance the quality of life for older adults everywhere. UpsideHōM is the first and only fully managed, shared living option for older adults, providing a turnkey, affordable and appealing alternative to traditional senior living.

Jake previously co-founded Papa - a company which pairs older adults and families with “Papa Pals” for companionship and assistance with everyday tasks - based on experience with his own grandfather (whom he called Papa). Witnessing the wide-spread nature of loneliness, isolation and unaffordable housing options for older adults, Jake developed the idea for UpsideHōM, which would provide a solution to more completely tackle these challenges at scale.

With a background in technology sales, operations and management, Jake has experience building and running successful, international teams, selling enterprise software into the Global 2000.

Jake holds a BA in Economics from the University of Florida. He is a FAA certified Private Pilot who enjoys flying, outdoor running and spending time with his incredible wife Sharona and their Goldendoodle Louie.

Key Takeaways

From developing university curriculum for senior living, to designing state of the art assisted living and memory care communities, Andy Carle has done it all. Learn about his newest project at The Virginian, where color-coded wings and multi-themed experiential engagement take memory care to the next level.

About Andrew

Andrew Carle is adjunct faculty at Georgetown University's Masters in Aging and Health, and advisor and consultant at The Virginian. As Georgetown University faculty, he provides development of and lead instruction for nation's only graduate curricula in Senior Living Administration. Previously, he was an award-winning Professor and Executive-in-Residence for the Program in Senior Housing Administration at George Mason University, establishing the first undergraduate curricula in the nation dedicated exclusively to the senior housing industry.

His 30+ years of executive-level senior housing and healthcare experience include Chief Operating Officer and VP - Business Services for multiple "Top-10" senior housing providers, and CEO, COO, and Director of Strategic Planning & Marketing for vertically integrated healthcare systems. As president of Carle Consulting, LLC, his clients have included industry leading senior living providers and organizations, as well as AARP, Apple, Nintendo, and UnitedHealthcare, among others. He served as Senior Consultant - Health Intelligence for J.D. Power and Associates in development of the first national customer satisfaction and certification program for the senior living industry.

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From corporate CFO to age-tech entrepreneur, Paige Wilson turned her lightbulb moment into a thriving age-tech enterprise. Find out how Naborforce’s form of “paid volunteerism” enables aging in place, combats loneliness, and provides access to social determinants of health and purpose for an older workforce.

About Paige

Paige Wilson is the founder and CEO of Naborforce. She spent the bulk of her career in the large corporate arena, holding several executive level positions, including CFO of a Fortune 1000 company. After struggling with the demands of caring for her aging mother while also trying to balance career and family, she began looking for a solution that could benefit other families who were facing similar challenges. She found that while the medical community continues to bring innovative solutions, there was a need for support outside of the medical world, often before regular medical care is needed. Naborforce bridges that gap between independence and medical care.

Paige holds a degree from The University of Virginia.

Key Takeaways

Age-tech pioneer Michael Mann advises and mentors early-stage startups to help founders design the best products for older adults. Listen to his views on technologies for aging in place and opportunities for growth in senior living.

About Michael

As founder of Tachyon Insights, Michael is an age-tech healthcare influencer who is passionate about empowering the lives of older adults and family caregivers. An industry influencer, he has 30,000+ LinkedIn followers and is a regular speaker at senior living and healthcare conferences. He is a mentor at 757 Accelerate and MedStartr Ventures. Michael credits his insight into caregivers and older adults to working as a social worker in skilled nursing facilities as a care manager and licensed assisted administrator, being a family caregiver and developing 1,000 + care plans.

Michael owned a care management company which supported Medicare/Medicaid dual eligible, and Humana members, where he oversaw initiatives that reduced hospital readmission by 32% over a 6 month period and 44% for chronic care members. The program dramatically improved member satisfaction, HEDIS measures, and quality metrics driven by risk individualized risk assessments. He also served as Chief Commercial Officer at Sagely, a wellness platform that empowers older adults and connects their families.

Michael holds a Masters in Healthcare Administration from George Washington University Milken Institute of Public Health. He has a wife, daughter and 2 dogs, loves to surf, hike, and work out, and is a caregiver to his 89-year-old dad.

Key Takeaways

Sky Bergman was inspired by her active 100-year-old Italian grandmother to document the wisdom of older adults. After spending four years interviewing 40 people with a cumulative life experience of 3,000 years, she released the film Lives Well Lived to critical acclaim.

About Sky

Sky Bergman (she/her) is an accomplished, award-winning photographer and filmmaker. Lives Well Lived is Sky’s directorial debut. Her fine art work is included in permanent collections at the Los Angeles County Museum of Art, Brooklyn Museum, Seattle Art Museum, Santa Barbara Museum of Art, and the Bibliothèque Nationale de France. Her commercial work has appeared on book covers for Random House and Farrar, Straus & Giroux, Inc., and magazine spreads in Smithsonian, Arthur Frommer’s Budget Travel, Reader’s Digest, and Archaeology Odyssey.

Key Takeaways

Watch Lives Well Lived on PBS, Amazon, and iTunes.

Founder and President of Brilliant Aging, Kay Van Norman’s mission is to bridge the gap between programming and a culture of wellbeing. Learn about her “stages of change” model for entering senior living and how sales and marketing can optimize engagement through a focus on person-centered wellness.

About Kay

Kay Van Norman is a healthy aging expert and former Director of the Keiser Institute on Aging. She serves on international boards, speaks and consults around the world, and has an extensive list of publications. Kay provides individuals with resources to create a personal Vitality Portfolio® to help senior living communities deliver on their wellness brand promises.

Key Takeaways

For 25 years Tom Grape has been a pioneer in independent and assisted living, memory care and life plan communities. As Founder, Chairman and CEO of Benchmark Senior Living, he has grown the company portfolio to 63 communities in 7 states. Benchmark’s focus on culture has made the company an employer-of-choice repeat award winner with Fortune and the Boston Globe.

About Tom

When Tom Grape founded Benchmark Senior Living in a two-room office in Wellesley, Mass., he understood the significant health and social benefits his consumer-centered approach to senior living would provide people. Nearly 25 years later, Benchmark is one of the largest senior housing companies in the country, consistently receiving industry-leading resident and family satisfaction scores.

Tom’s commitment to seniors has gone beyond those served by Benchmark. He has advocated for all seniors and helped pave the way for the industry both regionally and nationally. He is a founding board member and former chair of Argentum, the national organization of senior living companies; an executive board member of the American Seniors Housing Association; and a member of the owner/operator advisory group and strategic planning committee for the National Investment Center (NIC) for the Senior Housing and Long-Term Care Industries.

In 1994, along with Massachusetts Secretary of Health and Human Services and now Governor Charlie Baker, Tom was instrumental in writing the legislation for assisted living in Massachusetts. Such groundbreaking work was recognized in 2019 when Tom received the inaugural Lifetime Achievement Award from the Massachusetts Assisted Living Association (Mass-ALA). Tom is a frequent speaker, panelist and author on topics related to development, workforce, programming, and the importance of human connection in senior living.

Key Takeaways

After closing more than one billion of senior living transactions nationally, Scott McCorvie recently launched his own senior living company, Vita Senior Living. Find out why this native Floridian is banking on streamlined operations and an overall wellness model, combining healthcare with lifestyle improvement.

About Scott

Scott McCorvie, Founder and CEO of Vita Senior Living, leverages over 18 years specifically in senior living real estate finance, investment, and valuation. Prior to launching Vita Senior Living, Scott was CFO and EVP of Investments for a Florida-based senior living owner/operator (Alta Senior Living). Scott’s experience also includes time at two prominent healthcare REITs (CNL and Sentio), where Scott was successful in closing accretive senior living investments in markets across the country and was a vital member of the debt/equity capital and asset management leadership teams.

Scott worked for one of the largest, dedicated senior living real estate advisory firms, HealthTrust, where he completed over 500 senior living real estate appraisal and market study assignments in markets across the United States. Along with his industry experience, Scott leverages his undergraduate and graduate degrees in real estate from The Florida State University and The University of Central Florida, and produces an industry podcast, The Inner Circle of Senior Living.

Key Takeaways

As the founder and CEO of the Positive Approach, LLC, Teepa Snow is committed to educating individuals and communities about best practices in dementia. Her videos, training, coaching, consulting, and creative social media posts help millions impacted by this challenging condition, in more than 30 countries.

About Teepa

Teepa Snow is one of the world’s leading advocates and educators for anyone living with dementia or other forms of brain change. An Occupational Therapist with over 40-years of rich and varied clinical and academic experience, her philosophy is reflective of her education, work experience, medical research, and first-hand caregiving experiences. Her advocacy efforts led her to the development of the GEMS® State Model for understanding the progression of dementia and changes in abilities.

She also created the Positive Approach to Care® training strategies, which are effective techniques for anyone seeking to optimize care and support for those living with brain change. As the Education Director of Eastern North Carolina’s Alzheimer’s Association, she also helped to create the nation’s award-winning DVD entitled Accepting the Challenge: Providing the Best Care for People with Dementia. Her user-friendly approaches provide guidance and leadership to national efforts to promote best practices in care.

Key Takeaways

The new executive director of Milken Institute’s Center for the Future of Aging has a bird’s eye view on everything impacting aging. Former roles include chief lobbyist at AARP during the Affordable Care Act's enactment, and appointment by President Obama in 2014 to lead the White House conference on Aging.

About Nora

As executive director of Milken’s Institute Center for the Future of Aging, Nora Super provides strategic direction for two primary focus areas: Healthy Longevity and Financial Security. In 2020, she launched the Milken Institute Alliance to Improve Dementia Care, which seeks to transform and improve the complex health and long-term care systems that people at risk for and living with dementia must navigate. Super is a respected thought leader, frequent speaker, and prolific writer on healthy longevity and the economic and social impact of global population aging.

From 2014 to 2016, Super served as the executive director of the White House Conference on Aging, where she received wide recognition for her nationwide efforts to improve the lives of older Americans. She has also held leadership roles at the US Department of Health and Human Services, AARP, Kaiser Permanente, and USAging.

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