EPISODE · Feb 3, 2026 · 28 MIN
Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
from Compound Insights · host CFA Society New York
Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.
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Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
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