Dakota Live! Podcast: Transforming Healthcare with AdventHealth

Dakota Live! Podcast

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Rob Roy, Senior Vice President, Chief Investment Officer, and Co-Head of Environmental Sustainability at AdventHealth.
Rob oversees investments for one of the nation’s largest faith-based health systems, which include operating capital and employee retirement portfolios totaling approximately $18 billion. In addition, he co-leads the company's environmental profile transformation, including all emissions, waste, and water streams, and cooperates on the company-wide ESG reporting.
Rob shares the innovative strategies that have transformed AdventHealth's investment portfolio, emphasizing risk management and data-driven decisions. Discover how AdventHealth has evolved from a precarious financial position to a robust, risk-balanced portfolio, leveraging strategic partnerships and a generalist team model to navigate complex investment landscapes.
Rob also delves into AdventHealth's commitment to sustainability and resilience. Learn about their dual focus on reducing environmental impact and increasing resilience to climate change, with initiatives spanning emissions, waste, and water management. Explore how strategic investments in renewable energy and workforce housing not only align with their mission but also provide strong financial returns. Rob's journey from bond trading to leading a major healthcare investment team offers valuable lessons in continuous learning, curiosity, and the power of collaboration.
Join us for this inspiring conversation that blends technical insights with personal reflections. Rob's dedication to aligning investment strategies with organizational values and mission-driven goals is a testament to effective leadership.