Will 2013 bring the same strong earnings that health plans enjoyed in 2012? What will be the impact of exchanges and other elements of reform? What does growing pressure for a major overhaul of both Medicare and Medicaid mean for plans? What about increasing movement toward plan-provider integration and plan consolidation? What’s ahead for medical costs, medical loss ratio rebates and more? Which insurers are likely to be more successful and why? Hear the specifics of what Wall Street expects from health plans in 2013 and how your strategies for the new year should be adjusted accordingly.
The On-Demand recording will be available immediately upon purchase* as a link within a PDF file of the accompanying written materials. CDs and printed materials are shipped via USPS.
Hear three top health industry securities and financial analysts discuss how the health insurance industry and individual health plans are likely to perform in 2013. You’ll get valuable perspectives and reliable answers to questions that include:
CARL McDONALD is a Director and senior analyst covering the managed care industry, having joined Citi Investment Research and Analysis in June 2010. He has followed the managed care industry for more than a decade and was previously employed at Oppenheimer & Co., CIBC World Markets, Morgan Stanley, Banc of America and Credit Suisse First Boston. He was named the runner-up analyst in the managed care sector in Institutional Investor's 2010 and 2012 All America Research surveys, and was the No. 2 managed care analyst in the 2011 Greenwich Associates survey. Mr. McDonald was the No. 1 earnings estimator in the Health Care Providers & Services industry according to the 2011 FT/StarMine analysis.
JOSEPH MARINUCCI is a Director in the Insurance Ratings group at Standard & Poor’s Ratings Services. He is a business professional with more than 20 years of credit, financial and business operations experience. Marinucci is the designated health sector specialist for the insurance group and is responsible for engagement and coordination with related health sector disciplines at Standard & Poor’s. He is also responsible for sector commentary, investor outreach and project management. Previous to joining Standard & Poor’s in 2000, Marinucci worked as a financial analyst with A.M. Best Company and as a manager in the Accounting and Corporate Finance departments of Empire Blue Cross Blue Shield (WellPoint Inc.) and Johnson & Higgins (Marsh Inc.) where he was primarily responsible for / financial planning, reporting and analysis.
MATTHEW COFFINA, CFA, is a Senior Equity Analyst with Morningstar, Inc. He covers managed care organizations, pharmacy benefit managers, pharmaceutical and medical supply distributors, and retail drugstores.
Moderator: B.J. Taylor, associate editor of AIS's Medicare Advantage News
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