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Wall Street Comes to Washington Roundtable Nov. 15, 2017

Top Takeaways or Watch a Video Replay (via JKTG YouTube channel)

Read a full transcript of the event

In the U.S., health care is big business -- accounting for nearly one-fifth of the overall economy. And federal health policies often move financial markets. Understanding emerging health care market trends and their implications can provide critical context for federal policymakers.

The JKTG Foundation again sponsored Wall Street Comes to Washington Roundtable, the annual event that brings Wall Street analysts together with Washington policy expert and economist Paul B. Ginsberg, PhD, director of the USC-Brookings Schaeffer Initiative for Health Policy. The half-day event includes a candid discussion about what market developments mean for national health policy and how the political climate affects the outlook for health care companies, including health plans and hospitals.

This year, panelists discussed trends shaping the health care system, including an assessment of the impact of the Trump administration’s policies on health care markets, the outlook for 2018 open enrollment in the health insurance marketplaces; regulation of insurance markets; provider payment reform and the push for value-based payment; integrating care delivery; underlying health care spending and insurance premium trends; new drug discoveries, drug pricing hospital consolidation and pricing; hospital-physician relations; the outlook for Medicare and Medicaid managed care; and other issues.

Panelists included:

  • Matthew Borsch, BMO Capital Markets
  • Ana Gupte, Ph.D., Leerink Partners
  • Sheryl Skolnick, Ph.D., Mizuho Securities USA

  • Paul B. Ginsburg, Ph.D., director of the USC-Brookings Schaeffer Initiative for Health Policy