Five-time Midas List investor Annie Lamont has seen every healthcare cycle since the genomics revolution. Now, as co-founder of Oak HC/FT and early investor in category-defining companies like One Medical, Athena Health, and Devoted Health, she believes 2025 could mark the return of animal spirits to healthcare investing. In this forward-looking conversation, Annie shares why AI might finally deliver on technology's promise to transform American healthcare, even as she warns entrepreneurs to watch out for the "revenge of the incumbents."
We cover:
💬 The advice she's giving her founders right now
🔮 How many healthcare IPOs we can expect in 2025
🤖 How AI is changing everything from medical education to care navigation
🏛️ What a potential Trump administration could mean for Medicare Advantage and Medicaid in 2025
💰 Why hospital monopolies remain healthcare's fundamental cost problem
🔑 The "superpower" that's helped her pick winning entrepreneurs for three decades
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About our guest:
Annie Lamont co-founded Oak HC/FT in 2014. Prior to founding Oak HC/FT, Annie spent 28 years at Oak Investment Partners, where she served as a Managing Partner and led the healthcare and fintech practices. Over the course of her career, she has invested in category-defining companies across the healthcare and financial services industries, including athenahealth, OneMedical, VillageMD, Castlight Health, iHealthTechnologies (which becameCotiviti), Aspire Health and NetSpend.
Annie has been featured on the Forbes Midas List, Modern Healthcare's 100 Most Influential People in Healthcare list, Institutional Investor’s FinTech Finance 40 list, and the Top 100 Venture Capitalist rankings published by CB Insights. She also served as a core participant of the Health and Human Services Deputy Secretary’s Innovation and Investment Summit (DSIIS).
In addition to her portfolio company board seats, Annie serves on the Board of Directors for Bloomberg Inc. and has served on the Board of Trustees for Stanford University, from which she holds a B.A. degree.
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