Covid19 + Beyond

Preparing for the impact of Covid19 and beyond. Years ago, Bill Gates tried to warn us all about the risk of a deadly virus. Unfortunately, we didn’t heed his warning. The good news is that he has left the boards of Microsoft and other companies to focus his efforts...

Venture Funds

Demystifying Venture Capital funds for healthcare leaders. I am using my social distancing time to help a colleague assess the feasibility of a new Social Impact fund for early stage startups. The timing aligned with the start of an online program about Venture...

Fast Money

Why it might be even harder to swing for the fences? I met with an equity analyst a few weeks ago who used the term fast money. The term really resonated with me as a description for what I’ve been seeing in healthcare [aka: out-of-network strategy, balanced billing...

2020 Rebalancing

Perfect year for rebalancing short term returns and long term strategies. I’ve been reading the Value of Everything written by economic professor Mariana Mazzucato, Founder of the Institute of Innovation and Public Value. It’s worth reading. The book will likely...