<p>Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A. </p>

Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.

<p>Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&amp;A. </p>

Unpacking Healthcare With  Sector Specialist Mike Perrone, CFA

Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.

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Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

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