An brief from the event discussion was developed and is available here.
U.S. health care is big business—accounting for nearly one-fifth of the overall economy. Federal health policies often move financial markets, and understanding emerging health care market trends and their implications can provide critical context for policymakers.
On Tuesday, March 31, the USC-Brookings Schaeffer Initiative for Health Policy will host the 24th Wall Street Comes to Washington Health Care Roundtable. Designed to bridge the worlds of Wall Street and Washington health policy, an expert panel of equity analysts, moderated by Initiative Director Paul B. Ginsburg, will discuss market trends shaping the health care system and the impact of federal policies on health care companies.
Topics will include merger and acquisition trends, especially the push for vertical integration among insurers, pharmacy benefit managers, retail pharmacies, physician practices, and post-acute care providers; provider payment reform and the growing push for value-based payment; underlying health care spending and insurance premium trends; hospital consolidation and pricing; hospital-physician relations; the outlook for Medicare and Medicaid managed care; and other issues.
This event will be webcast live. There will be a short break mid-morning for refreshments. Join the conversation on Twitter at #WallStHealthPolicy.
- Event Date
- Tuesday, March 31, 2020
10:30 AM - 1:00 PM Eastern - Location
- The Brookings Institution, Falk Auditorium
1775 Massachusetts Avenue NW, Washington, D.C. 20036
- Moderator: Paul B. Ginsburg, PhD, Leonard Schaeffer Chair, the Brookings Institution; professor, University of Southern California; director of public policy at the USC Schaeffer Center
- Matthew Borsch, Managing Director, BMO Capital Markets
- Ricky Goldwasser, Managing Director, Morgan Stanley
- George Hill, Managing Director, Deutsche Bank