In this episode, host Robert Olsen and co-host Sunny Lee from Nicola Wealth speak with Aly Champsi, Managing Director at DW Healthcare Partners, a private equity firm focused on healthcare investments with offices in Toronto and Park City, Utah.

The conversation explores healthcare-focused private equity, highlighting how sector specialization and operational expertise create a competitive edge in a crowded market. Aly explains why healthcare, comprising 17% of U.S. GDP, presents attractive investment opportunities across multiple subsectors. They also discuss challenges like tariffs and protectionist policies, offering insights on how healthcare investments may be partially insulated from these pressures.

Highlights

4:44 - Early career beginnings and personal background

10:22 – The journey from investment banking at BMO to strategy consulting at Oliver Wyman

17:25 – DW Healthcare Partners and their offices in Toronto & Utah

20:00 - Aly explains why healthcare is an attractive sector

27:31 – Deal at DW Healthcare that stands out

31:30 – USA, Trump and Tariffs

41:52 - Outlook for private equity over the next 24 months

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