Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 14 May 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Investing in healthcare across public and private markets.

Transcript

Click on a timestamp to play from that location

0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.8	Hi, and welcome to the Longview. I'm Dan Lefkowitz, strategist for Morningstar Indexes.
0:37.1	And I'm Christine Ben's director of personal finance and retirement to The Longview. I'm Dan Lefkowitz, strategist for Morningstar Indexes.
0:41.5	And I'm Christine Ben's director of personal finance and retirement planning for Morningstar.
0:48.0	We have two guests this week on The Longview, our colleagues, Damien Kanover and Rebecca Springer, who both focus on health care investing.
0:52.9	Damien on the public equity side and Rebecca focusing on private markets for Morningstar Pitchbook.
0:58.7	Damien is director of healthcare research and Director of Equity Strategy for Morningstar Research Services.
1:05.1	Before joining Morningstar in 2007, Damien covered healthcare for Raymond James, Bank of Montreal, and Tucker Anthony.
1:16.2	He holds bachelor's and master's degrees in finance from the University of Wisconsin, where he was a member of its applied security analysis program, and he holds the CFA designation. Rebecca Springer is lead healthcare analyst from Morningstar Pitch Book, where she directs coverage of private market investing
1:20.4	across health care and the life sciences. She has written extensively on PE investing in
1:25.6	health care, in health care care, the growing role of retailers in
1:28.2	health care and value-based care. She has worked in nonprofit consulting and as a college lecturer.
1:34.0	Rebecca holds a bachelor's from Yale, a master's from Cambridge, and a doctorate from Oxford.
1:39.1	Damian, Rebecca, welcome to the Longview. Thanks, Dan. Great to be on the show with you.
1:44.3	Yeah, thanks so much for having me.
1:45.3	Great to be here.
1:46.7	Absolutely.
	...

Transcript will be available on the free plan in -316 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.