Overview
We're excited to have past Investing Summit guest and fan favorite, Michael (Mike) Taylor, join Health Care Sector Head Tom Tobin in the Hedgeye studio this Friday at 12:30 PM ET. Mike serves as the PM of PINK, the first actively managed, 100% pro bono ETF focused on the Health Care sector, including biotech, medtech, gene therapy, and other growth areas, and we'll definitely run out of time on this one. We'll be talking about at least the evolution of the pandemic and current Omicron wave, what PINK is doing and how Mike is set up/positioned for 2022, the labor/staffing crisis (winners and losers), what we're expecting and/or watching for at JPM 2022 next week, how to navigate Health Care given a Macro Quad 1 or 4 backdrop, and at least a couple of COVID-comp stocks like Moderna (MRNA) and one of our Best Ideas on the short side, Exact Sciences (EXAS).
Mike last joined us in July 2021 for Taylor & McCullough: “The Re-Opening Is Just Getting Started.”
Please send any questions for Mike and Tom to and we'll work them into the discussion.
|
Pro to Pro | Jan 7, 2022 @ 12:30 PM ET | A Real Conversation w/ Michael Taylor, PM of PINK Healthcare Subscribers: CLICK HERE for event details (includes video and materials links) |
About the Speaker
Michael Taylor is the Portfolio Manager of the Simplify Health Care ETF (PINK), the first 100% pro bono ETF focused on the health care sector (net profits will be donated for the benefit of the Susan G. Komen foundation on an annual basis). He has over two decades of experience managing long/short health care equity portfolios at leading hedge funds, including PM and Managing Director of CriticalMass Partners LLC. Previously, Michael managed hedged and factor neutral-portfolios with a gross amount over $1billion at funds including Millennium, Citadel and Diamondback Capital; he is regarded to have built and run one of the best-performing Healthcare funds on Wall Street. Michael began his investment career at OppenheimerFunds as the Head of Healthcare. He has overseen the day to day operations, portfolio selection/trades and research staff at multiple institutions, and prior to Portfolio Management, Michael worked as a Scientist during the 1990's developing predominantly Viral-vector based Gene Therapeutic Drugs for the Bio/Pharma industry. He holds advanced degrees in Science and Business from the Johns Hopkins University and the William E. Simon School of Business.
We hope you can join us!
Thomas Tobin
Managing Director
Twitter
LinkedIn
