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The Portfolio Behind the Patient: Investing for Health Systems

Cambridge Associates
The Portfolio Behind the Patient: Investing for Health Systems

How do healthcare organizations build for the future while delivering high-quality care today?

At VHC Health, growth is not just about expanding—it’s about having the financial strength to keep investing in care. As the healthcare organization grows its capabilities and plans for the future, questions around capital, liquidity, and long-term strategy become central to how that mission is sustained.

In this episode, host Willis Wilson talks with John L. Zabrowski CPA, MBA, Senior Vice President, Chief Financial Officer & Chief Strategy Officer at VHC Health, and Bridget Sproles, Partner and Co-Head of the Healthcare Practice at Cambridge Associates, about what sustainable growth looks like in healthcare.

They discuss how investment strategy connects to operating and capital planning, why liquidity and flexibility matter in a constantly evolving environment, and how the OCIO model can give healthcare organizations greater efficiency, broader access to specialized investment resources, and more time to focus on strategy and agility.

They also explore how governance and strategic partnership can help drive better long-term outcomes for healthcare organizations and the communities they serve.

This podcast episode will cover:

  • Why healthcare portfolios require a different balance of return, stability, and flexibility than traditional institutional portfolios
  • What it takes to build sustainable growth plans amid inflation, reimbursement pressure, and rising care demands
  • Why liquidity planning matters for healthcare systems with ongoing operational demands
  • How the OCIO model can support agility, oversight, and better use of internal resources

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Cambridge Conversations is developed in partnership with PRX, an award-winning podcast media company. Have an idea for an episode or interested in being a guest? Email us to get involved.


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About Cambridge Associates

Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.

 

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