Insights Now

Alternative Realities: Investing in the future of healthcare


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On previous episodes, we’ve discussed the muted return outlook for a traditional 60/40 portfolio, and the return enhancing potential of Private Equity and Venture Capital. As companies wait longer to IPO, investors are turning to private markets for access to the fastest growing part of a business’s lifecycle. In this episode, we’re going to explore the opportunities in private healthcare and biotechnology. Dr. David Kelly is joined by Gaurav Gupta, Managing Partner of Life Science Private Capital within J.P. Morgan Private Capital. He is a neurosurgeon turned investor, and we’re so excited to have him here to discuss the trends he’s seeing in the market.

Timestamps:

  • Typical healthcare investments (1:01)
  • Investing in private healthcare vs. public healthcare (5:42)
  • Private equity exits and valuations in healthcare (9:13)
  • AI and drug development in healthcare (10:56)
  • Regulatory changes within healthcare investment (16:06)
  • Best opportunities in healthcare investment (18:33)
  • Resources:

    • For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
  • Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
  • ...more
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    Insights NowBy Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

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