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Paul Major (Bellevue) - Innovations To Fix a Broken System

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Manage episode 360989294 series 3321528
Content provided by Troy Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Troy Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are fundamentally challenged, and the approach Paul takes to investing in the industry as a result.
Show notes:
[01:15] Paul discusses how he got into finance
[03:15] Bellevue
[04:31] General lessons for healthcare investing
[06:01] Delivering innovation and why R&D doesn’t scale
[10:07] Focusing on the key problems society faces
[13:48] Keeping healthcare investing simple
[16:47] Why the healthcare system is broken
[19:53] Finding productivity gains
[22:07] Preventative medicine
[24:12] Fixing a problem that didn’t previously exist
[29:02] The US healthcare system
[32:03] Transition to value-based care
[33:45] Constructing a portfolio of innovative companies
[36:59] The fast moving pace of healthcare innovation
[39:13] Understanding what innovation looks like
[39:37] The importance of educating physicians
[40:56] Valuing young, innovative companies
[45:47] Corporate finance provides an excellent education

  continue reading

28 episodes

Artwork
iconShare
 
Manage episode 360989294 series 3321528
Content provided by Troy Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Troy Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are fundamentally challenged, and the approach Paul takes to investing in the industry as a result.
Show notes:
[01:15] Paul discusses how he got into finance
[03:15] Bellevue
[04:31] General lessons for healthcare investing
[06:01] Delivering innovation and why R&D doesn’t scale
[10:07] Focusing on the key problems society faces
[13:48] Keeping healthcare investing simple
[16:47] Why the healthcare system is broken
[19:53] Finding productivity gains
[22:07] Preventative medicine
[24:12] Fixing a problem that didn’t previously exist
[29:02] The US healthcare system
[32:03] Transition to value-based care
[33:45] Constructing a portfolio of innovative companies
[36:59] The fast moving pace of healthcare innovation
[39:13] Understanding what innovation looks like
[39:37] The importance of educating physicians
[40:56] Valuing young, innovative companies
[45:47] Corporate finance provides an excellent education

  continue reading

28 episodes

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