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:
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
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8:48 |
WindRose's Focus in Healthcare
|
10:25 | Healthcare Specialists Before Healthcare Investors |
11:39 |
Trends in the Industry
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16:33 | Barriers to Change in the Industry |
17:50 |
Struggles in the Market Post-Covid
|
19:43 |
WindRose's Investment Approach
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25:24 | Comparing Private Equity to the Healthcare Industry |
29:08 |
Application of AI in WindRose's Portfolio
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34:28 | Key Differentiation: AI Capabilities vs AI Companies |
38:10 | Passion for Haven Care and Child Healthcare |