Matt Holt

speaker
356 appearances 2 recordings 1 series first heard Jan 2020 last heard Sep 2025

Matt Holt’s voice in public audio — every appearance, attributed to the second.

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Regulation can be a good thing, and it is a good thing in the U.S.
healthcare system.
But there's also areas where industry, when there's big changes playing out, can get ahead of itself.
And then there tends to be a period of catch-up.
And we're constantly watching those regulatory cycles as well as economic cycles.
I think we're seeing a massive convergence of a lot of these categories.
Providers are becoming payers by taking on risk.
Payers are becoming providers by taking on clinicians and taking on the enablement of direct care.
So you're seeing unparalleled conversions across categories.
The other market that is really converging is the pharmaceutical market.
I happen to think that convergence is a big theme that we're looking for.
It's a big investment opportunity.
We're building, for example, businesses that serve and build infrastructure for the health plans.
A lot of that same infrastructure generates data and information that's valuable in the pharmaceutical ecosystem.
And as a private equity investor, as a private company owner, we can enable that convergence by bringing on corporate partners, strategic partners with this ecosystem approach.
So ultimately, the convergence presents investment opportunities.
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