FEG INSIGHT BRIDGE PODCAST

PE Health Checkup with Oliver Moses

Written by FEG | September 30, 2024

From tackling post-COVID labor shortages to harnessing AI's potential and improving global healthcare access, this episode's guest offers a fascinating look into the future of the healthcare industry and private equity’s pivotal role in driving change. Do not miss your PE health checkup!


On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Oliver Moses, Managing Partner of WindRose Health Investors. Moses shares his journey into healthcare investing and the evolution of private equity's role in the sector. The two discuss the rapid growth of healthcare, post-COVID challenges like labor shortages, and how technology, including AI, is driving efficiency. Moses also addresses criticisms of private equity in healthcare and highlights WindRose's investments, including a case study on AI nurse assistant Eleanor. The episode wraps up with a look at Moses’ personal mission to use investment strategy to improve and provide free healthcare access for 30,000 children annually in Liberia through Haven Care.

Tune in for key insights on healthcare's future and private equity's role in shaping it.

Key Takeaways:

  • Healthcare is a rapidly growing sector facing significant challenges such as reimbursement risks, labor shortages, and rising costs.
  • AI has the potential to significantly improve efficiency and reduce costs in healthcare, as demonstrated by applications like AI-driven revenue cycle management and a large language model nurse, named Eleanor.
  • Post-COVID, healthcare companies face significant labor shortages and cost challenges, highlighting the need for innovative solutions to improve efficiency and manage expenses.




Episode Chapters
 0:00 Introduction
 0:33 Episode Introduction
 1:33 Oliver Moses and the Path to Healthcare Investing
 6:22
The Evolution of WindRose Health Investors
 8:48
WindRose's Focus in Healthcare
 10:25 Healthcare Specialists Before Healthcare Investors
 11:39
Trends in the Industry
 16:33 Barriers to Change in the Industry
 17:50
Struggles in the Market Post-Covid
 19:43
WindRose's Investment Approach
25:24 Comparing Private Equity to the Healthcare Industry
 29:08
Application of AI in WindRose's Portfolio
34:28 Key Differentiation: AI Capabilities vs AI Companies
38:10 Passion for Haven Care and Child Healthcare