The Visionary
The future, and what is barely possible, reads round the next corner.
Annie Lamont is a Visionary in the truest editorial sense, a leader who identifies inflection points decades before consensus forms. Her early conviction in healthcare and fintech at Oak HC/FT rested on differentiated theses rather than category momentum.
“There will be more consolidation. It will mostly be done by not for profits. That is the vast majority of hospital systems now are part of not-for-profits, right? The private equity world we consider ourselves venture capitalists or growth investors, not PE. But P has bought several hospital systems. Not all of it's gone well.”
“But there's plenty of opportunity to have payer solutions to focus on creating companies that are value-based or focused on how do we create better outcomes in Medicare, Medicaid, and commercial that don't mean that you're competing in the hospital environment.”
“Well, I think, and let's define the space, right? That is just for providers and hospital systems specifically. Not independent providers. But you think about the way we think about healthcare in general and what we do in tech-enabled software and solutions is we're treating pharma services, so pharma is a client, employers, payer.”
“Reading right Well, original favorite was to kill a mocking bird, and I would say that that influenced my sense of social justice. And then it's probably Robert Massey books. And I've never been to Russia, but I've been fascinated by Peter the Great, Nicholas, and Alexandra, Catherine the Great.”
Masters in Business: “Challenging the Status Quo of Healthcare Investment with Annie Lamont”
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