Opportunities in Healthcare Investing with Dave Vreeland
Capital Club
Intro
This chapter explores the diverse investment opportunities within the healthcare sector, highlighting crucial market dynamics. It also addresses growth areas and associated risks while offering guidance on successfully navigating the healthcare investment landscape.
Welcome back to the Colloquium Podcast! In this episode, I welcome Dave Vreeland! With more than 25 years of experience in the healthcare industry, Dave is a well-known expert on healthcare IT and the future of the healthcare industry. Currently, he is a senior managing partner at Caduceus Capital Partners, a venture capital firm focused on digital health investments.
In this episode, Dave talks about his transition from being an operator to an investor in the healthcare technology industry. He talks about the overall status of the healthcare industry in the country and why there’s so much opportunity in it for the upcoming years. Join us and listen in!
[00:01 – 08:40] Opening Segment
- Welcoming Dave to the show
- Dave shares his background
- Doing odd jobs early in his career
- Earning his Master’s degree in Health Administration
- Working in Ernst & Young in the early 90s
- Starting a consulting company
- Retiring in 2016
- Starting new businesses
[08:41 – 25:39] Healthcare Technology: From Operator to Investor
- Dave on Moving to Nashville and starting his own company
- Having a supporting wife
- Releasing the pressure if you believe in the idea
- Going through a private equity-backed transaction
- From operator to investor
- Dave on automation in healthcare systems
- Scaling his businesses
- The strategy of reverse engineering
- How he used it to thrive in his businesses
- Dave talks about ambulatory surgery centers
- Opportunities in the present healthcare system
- Changes during the COVID-19 pandemic
- Being a venture capitalist
- Leaving no one behind
[25:40 – 40:26] Evaluating Opportunities in Healthcare Venture Capital
- Diving deeper into the investment thesis
- The future of healthcare systems in the US
- On health insurance
- Interaction technology between patients and physicians
- The healthcare spaces his company doesn’t touch
- Life sciences
- Pharma vs. Biotech
- Healthcare is full of middlemen
- How Dave evaluates opportunities
[40:27 – 44:31] Closing Segment
- How you can connect with Dave and his company
- Dave and I talk about Notre Dame Football
- Closing words
Tweetable Quotes
“You have to find a way to release that pressure if you really believe in what your idea is, and there's no better country in the world for that to happen than this one.” - Dave Vreeland
“In so many situations, technology exists that's really effective and much more consumer-friendly, but that requires some kind of a catalyst to push that into the mainstream. We've seen that with remote patient monitoring, telehealth, and some of these other technologies. There's a long way to go, and we think this next decade is really going to be the big one.” - Dave Vreeland
Resources Mentioned:
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Connect with Dave on Twitter and Linkedin! You can also contact him at dave@caduceus.vc or call him at 615-335-5272!
Check out Caduceus Capital Partners on their website and Twitter!
Connect with me:
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