NYAIR Episode 53
Larry Robbins -Investing for a Healthy Recovery: Current Opportunities in Healthcare Equities
Join the New York Alternative Investment Roundtable for an incisive episode—“Investing for a Healthy Recovery: Current Opportunities in Healthcare Equities.” Our panel unpacks the latest trends, strategies, and forward-looking investments reshaping healthcare. Dive deep into why healthcare remains the center of post-pandemic recovery, how leading investors unlock alpha in this dynamic sector, and actionable insights to future-proof your portfolio.
Featured Guests
Larry Robbins
Founder, Portfolio Manager & CEO, Glenview Capital Management
Larry Robbins is a renowned hedge fund manager and the visionary behind Glenview Capital, leading the firm’s acclaimed investment strategies since its inception. Before founding Glenview, Larry served as a successful analyst and partner at Omega Advisors. Under his stewardship, Glenview has been celebrated for its rigorous research, long-term focus, and transformative engagement with portfolio companies—particularly in healthcare. Larry is a prominent philanthropist, major institutional advisor, and a respected voice at industry think tanks and philanthropic organizations across New York and beyond.
Leslie Lake
Co-Founder & Managing Director, INVUS Financial Advisors
Leslie Lake is a trailblazer in alternative investments, co-founding INVUS Financial Advisors and shaping its rise as a powerhouse hedge fund since 2006. With a strong economics background from Simmons College, Leslie brings decades of experience in asset management, capital markets, and innovative structuring. Her leadership has been pivotal in uncovering healthcare and technology growth stories, and she is widely recognized for empowering women in finance and fostering transformational industry alliances.
Key Insights From This Episode
Healthcare’s Resilience and Alpha Potential
Healthcare equities demonstrate exceptional defensive qualities in volatile markets, providing both stability and outsized upside—even amid economic uncertainty.
Innovation Pipeline is the Growth Engine
Cutting-edge therapies, digital health solutions, and M&A activity highlight why healthcare continues to draw significant investment and media attention.
Due Diligence: Beyond the Headlines
Winners in healthcare investing deploy rigorous, bottom-up analysis—examining regulatory risk, clinical trial data, and management incentives.
Accelerating Shift Toward Value-Based Care
Panelists discuss how value-based models, reimbursement innovations, and policy changes are driving sustainable performance for both investors and providers.
Long-Term Mindset Wins
Sustained returns in healthcare require patience, deep domain expertise, and a willingness to withstand short-term market noise in pursuit of multi-year transformations.
Access the Full Conversation
Unlock the full episode and custom insights deck to absorb actionable takeaways directly from industry leaders. Whether you’re exploring your first healthcare investment or looking to recalibrate your portfolio, this episode equips you with powerful frameworks, risk management tips, and sector knowledge designed for alternative investment professionals.
Soundbites Worth Saving
““Innovation in healthcare isn’t just about molecules or devices—it’s about creating systems that tangibly improve people’s lives and deliver long-term value.”
— Larry Robbins, Glenview Capital
“This is not the time to get left behind; understanding where healthcare is heading is essential for every investor.”
— Leslie Lake, INVUS Financial Advisors
Shape the Future of Alternatives With Us
The New York Alternative Investment Roundtable brings together the brightest minds in finance—Nobel laureates, industry disruptors, Fortune 1000 executives, and leading fund managers. By joining as a member, you gain access to premium events, exclusive insights from our podcasts, and direct connections with the decision-makers shaping global markets.
Your seat at the table is waiting.
GET IN TOUCH:
© 2025 New York Alternative Investment Roundtable | Privacy Policy | Terms and Conditions