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Tuesday June 11, 2024

Investing in Healthcare


How do major investors in the sector view the challenges it faces? How do they view environmental, societal and governance issues? In which sectors and countries do they see opportunities? Are social infrastructure funds with a longer term investment view coming of age? And with the high cost of capital, how do they plan to pay for assets?

Speakers include:

Anastasya Molodykh-McFarlane, Senior Principal, Cinven
Sébastien Veil, Co-Head of Healthcare, PAI Partners
Arnaud Vincent, Managing Director – Healthcare, Eurazeo
James Sibley, Group Chief Financial Officer, M42

Moderated by: Martin Henrichs, Managing Director, Head of Healthcare EMEA, UBS

Speakers


Anastasya Molodykh-McFarlane
Anastasya Molodykh-McFarlaneSenior PrincipalCinven
Sébastien Veil
Sébastien VeilCo-Head of HealthcarePAI Partners
Arnaud Vincent
Arnaud VincentManaging Director - HealthcareEurazeo
James Sibley
James SibleyGroup Chief Financial OfficerM42
Martin Henrichs
Martin HenrichsManaging Director - Head of Healthcare EMEAUBS

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Healthcare Investing in Emerging Market Summit, in partnership with the International Finance Corporation


Healthcare needs in emerging markets are considerable and are often not met by existing supply. Investors entering these markets have to be ready for risks, understanding how to spot them early and how to overcome them. This summit developed in partnership with the IFC includes leading investors and healthcare providers operating in emerging markets, sharing their insights, debating key topics and interactive roundtable discussions. 

14.00-14.30: Keynote: Lessons learned from investing in Emerging Markets
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For the past 60 years, the IFC has been deploying private capital in emerging and developing markets, at present it has $3.5bn invested in healthcare businesses globally. Right now, emerging markets present an opportunity with huge potential but investors need to proceed with caution. In this opening keynote, Farid lays out the opportunities and gives advice on risks and how to overcome them, reflecting on the lessons the group has learned over the last half-century of investing. 

14.30-15.30: The investor’s viewpoint
Following the opening keynote, a panel of Investors from a broad range of geographies reflect on the topics raised and share their perspectives and lessons learned from their own experience whilst also taking questions from the audience. 
Speakers include: 
Afsane Jetha, Managing Partner and CEO, Alta Semper Capital
Matthew Strassberg, Partner, MidEuropa
Dr Abrar Mir, Managing Partner, Quadria Capital
Menka Shah, Partner, IFHA
Moderated by: Silven Chikengezha, Global Sector Lead, Health Services, IFC

15.30-16.15: Networking break

16.15-16.45: The audience’s viewpoint
Having heard the advice and opinions of investors, this interactive discussion is a chance for you, the audience, to share your reactions, debate ideas raised and to prompt further questions. 
Moderated by: Charles Dalton, Global Sector Specialist, Health, IFC.

16.45-17.45: The provider’s viewpoint
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Speakers include: 
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17.45-18.00: Closing reflections
Farid Fezoua, Global Director, Health and Education, IFC
Having listened to the perspective of investors, the audience and providers, Farid summaries the key takeaway messages from the afternoon. 
 

International Finance Corporation

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Charles Dalton
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Farid Fezoua
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Dr Amit Varma
Dr Amit VarmaManaging PartnerQuadria Capital
Menka Shah
Menka ShahPartnerIFHA
Matthew Strassberg
Matthew StrassbergPartnerMidEuropa
Matt Williams
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Irfan Khan
Irfan KhanGroup Chief Commercial Officer & CEOEvercare Group, Kenya, Nigeria, Pakistan
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Dr Zoe KyriakouSenior Vice President, Healthcare ConsultingSiemens Healthineers
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Dr Charles Niehaus, Executive Director, Affidea Group
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