Prashant Reddy
๐ค SpeakerAppearances Over Time
Podcast Appearances
If you think about investor interest and from an investor point of view, could be US, it could be global, what makes this an interesting market?
How do you think the ownership model of private ownership and private markets impacts things like affordability, access, and quality, positive or negative?
components of the value chain.
And the public perception of, I'd say, private capital investments in healthcare hasn't always been positive.
How would you respond to some of those concerns and how does it impact actually your strategy and thesis as you think about investing?
So you mean healthcare technology, information liquidity, outcomes alignment, the things that you actually mentioned earlier?
So over the last maybe 10 to 20, let's say 15 years, you've been willing to make what people might characterize as much bolder moves in your underwriting process and kind of growth thesis for, let's say, bolt-on investments.
What has given you the conviction to make these big slash bold bets?
And you recently talked about this, I think more publicly and privately, on injecting a venture innovation mindset into a business.
into, I'd say, a private equity platform.
How do you see that playing out from an approach perspective?
So maybe a look forward, if I can shift our questions a little bit.
So if you look at opportunities for the future and changes that you'd like to see happen, and you're trying to implement, you've mentioned a few already.
You mentioned a few times around just things that are broken in the healthcare system and that you want to fix.
What are the top maybe three or four concerns that you really want to address, you know, going forth?
Fantastic.
And so you believe that these challenges are all solvable with the teams you mentioned maybe at the start and other interventions around the platform and bringing VC innovation into the marketplace on a scale.
You believe these things that all come together in a way that drives value at the base, not just in pilots.
So it's a vertical use case to solve a problem, but enough of a horizontal platform that it doesn't create friction between other vertical silos.
Yes, that's exactly right.