Healthcare Investing Summit • PEWlive

The global pandemic has sharpened the focus of GPs and LPs on healthcare investing, creating an array of new opportunities and accelerating many themes and trends throughout this dynamic and diverse sector.

Where are the best opportunities for value creation, in the US and Europe? What areas of healthcare look most attractive? Where are the biggest changes and innovations? What are GPs and LPs looking for now? Which investment approaches work best? How is the deal landscape evolving?

Private Equity Wire’s PEWlive Healthcare Investing Summit is designed to give GPs, LPs, deal-makers, advisers and operating partners new insights into the key themes, trends, innovations and technologies shaping the world of healthcare investment, now and in the future.

Join us on 17 March to explore the most exciting opportunities for fund managers and investors in the fast-changing healthcare sector.

Value creation: How do managers think about value creation in a post-Covid environment? How do they measure it, and what are one or two of the most important metrics they look for in a target technology company?
Value protection: Easy to protect value in a benign environment, but how did managers approach risk management in light of market volatility in 2020? And how will this be informing their portfolio management activities over the coming years?
Deal sourcing: What types of healthcare opportunities are managers looking for across Europe and what do PPMs look like relative to the US and Asia? Does Europe still offer good ‘value’?
Risk management considerations: Both in terms of regulatory risk and post-acquisition management team risk i.e. conflicts of interest.Investor return expectations: Is there a disconnect between GPs and LPs when it comes to return expectations from healthcare-focused funds?

Assessing the opportunity set within North America’s healthcare sector – what areas of healthcare look attractive, from a valuation perspective?
What are the different approaches mid-market buyout funds are taking to prosecute deals, relative to large/megacap buyout funds? And what creative solutions are GPs engineering (i.e. preferred equity, debt financing, growth capital financing)?
How might Covid-19 impact the deal landscape within US healthcare over the coming years? Do you expect even more competition to complete deals?
How important a role are operating partners playing - including academic experts & scientific advisors – in driving value within the portfolio? And how are GPs measuring the ‘value’ they bring?

What are investors’ views on healthcare investment opportunities – how highly do they rank this sector, relative to technology, energy, retail etc.?
What are investors focusing on, in terms of the type of GP they are willing to back – is there more emphasis on sector specialists versus generalists, mid-cap versus large-cap, US versus Europe?
Any investments, including co-investments, that have worked particularly well in recent times that you can discuss anecdotally?
What sort of information do you look for from GPs, to best understand the value being created in your healthcare investments?
Do you anticipate healthcare becoming even more important in your PE investing bucket, thematically, as telemedicine gains momentum in the US, and technology supports even greater innovation?

What are investors’ views on healthcare investment opportunities – how highly do they rank this sector, relative to technology, energy, retail etc.?
What are investors focusing on, in terms of the type of GP they are willing to back – is there more emphasis on sector specialists versus generalists, mid-cap versus large-cap, US versus Europe?
Any investments, including co-investments, that have worked particularly well in recent times that you can discuss anecdotally?
What sort of information do you look for from GPs, to best understand the value being created in your healthcare investments?
Do you anticipate healthcare becoming even more important in your PE investing bucket, thematically, as telemedicine gains momentum in the US, and technology supports even greater innovation?

Launched in 2007, Private Equity Wire has evolved organically to become one of the industry’s leading voices on key trends and developments shaping the industry.

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