Aug. 13, 2020

Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth

Rob Roy & Javier Perez, CFA: AdventHealth's CIO on Faith, Health & Wealth

Our guest today is Rob Roy, Chief Investment Officer at AdventHealth, the largest hospital headquartered in the state of Florida.   In this episode, we take a look at the investment side that powers the largest healthcare system...

Our guest today is Rob Roy, Chief Investment Officer at AdventHealth, the largest hospital headquartered in the state of Florida.

 

In this episode, we take a look at the investment side that powers the largest healthcare system headquartered in Florida. Due to the size of Advent Health, Rob is able to present a unique view of the impact of COVID on both portfolios and the healthcare system, along with possible long-term impacts of COVID on the U.S., supply chains, and potential inflation. He also discusses the impact of religious principles on their investment process.

 

Our local co-host today is Javier Perez, COO of Commenda Capital and previously the President of the CFA Society of Orlando. 

Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

Past guest include Cliff Asness, Jason Zweig, Annie Duke, Morgan Housel, Raphael Bostic, and many more.