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

[The Investors First Podcast, EP. 22]

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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


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