one2one
Healthcare systems do not scale on sentiment. They scale when capital discipline, governance, and long-term stewardship are aligned.In this extended conversation, Fola Laoye, Co-Founder and CEO of Iwosan Health Systems, joins Tokunbo Shitta-Bey to examine what it really takes to build durable healthcare platforms in Nigeria and across Africa.Drawing on nearly three decades of experience across hospital leadership, health insurance, private equity, and healthcare investment, Fola Laoye explains why healthcare in emerging markets demands a different investment logic from fintech or consumer tech. She argues that the sector requires patient capital, stronger governance, local financing solutions, institutional discipline, and founders willing to build beyond personality-led models.The conversation explores what makes healthcare investable in volatile markets, why FX risk distorts long-term planning, how governance separates enduring institutions from fragile businesses, and why African healthcare needs blended, locally grounded capital structures.This is a deep strategic discussion on bankability, board discipline, founder transition, survivability, and the long-horizon work of institutionalising healthcare delivery in Africa.Topics include:• Why healthcare demand remains inelastic in emerging markets• What makes healthcare bankable in Nigeria• Patient capital versus opportunistic capital• Why governance is not window dressing• Founder-led businesses versus enduring institutions• Local investors, FX risk, and capital structure• Why African healthcare needs blended capital• Whether private capital can truly institutionalise healthcare delivery🧭 CHAPTERS00:00 Opening theme00:17 Why healthcare in emerging markets scales only when capital and governance align01:03 Fola Laoye’s journey into healthcare investment03:47 Business school, Hygeia and the search for healthcare financing models05:48 Financing healthcare from both the demand and supply side08:25 Early lessons in raising capital for healthcare10:48 What makes healthcare truly investable13:25 Why health spend tracks GDP14:23 Out-of-pocket spending and the real demand for care19:00 How to price volatility into long-term healthcare investments21:12 Why local investors and local supply chains matter22:24 Is the local capital pool deep enough?24:23 How COVID changed the case for investing in local healthcare28:23 Patient capital versus opportunistic capital29:58 Why disciplined healthcare capital must accept slower returns32:40 The double bottom line: health outcomes and financial returns33:55 Building a strong healthcare business vs an enduring institution36:23 Founder-led healthcare and the shift to institutional platforms39:28 What governance really means in practice42:23 How fragile capital structures destroy strong healthcare assets44:42 Governance decisions that changed investment choices46:48 Replacing management with structured boards49:06 Walking away from investments because of governance risk50:06 How independent can boards really be in founder-led healthcare?51:36 Does African healthcare need a different capital architecture?53:39 What kind of investor suits long-duration healthcare infrastructure?55:43 Can private capital truly institutionalise African healthcare?56:31 Closing remarks🔔 Subscribe to ONE2ONE for in-depth conversations shaping the future of leadership and governance.#ONE2ONE #FolaLaoye #AfricanHealthcare #HealthcareInvestment #PatientCapital #Governance #Nigeria
56 episodios
Comentarios
0Sé la primera persona en comentar
¡Regístrate ahora y forma parte de la comunidad de one2one!