Discover the insights into managing investments at the nation's largest physician-owned medical malpractice insurance company in the latest episode of the Improving Alpha podcast. Join TC Wilson, CIO, The Doctors Company, as he engages in a discussion with Michael Oliver Weinberg about his strategies and more.
Michael Oliver Weinberg, co-founder, Improving Alpha Podcast Series
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Today there’s tremendous focus around the practice of good medicine, the advancement of healthcare innovations, and positive patient outcomes. One company that embodies these characteristics and provides services to the healthcare industry is The Doctor’s Company. The Doctors Company began in 1976 during a crisis period in medical malpractice claims that were skyrocketing. Formed out of historic legislation for the time, and starting with only 450 members this organization has grown to over 90,000 members.
As the nation's largest physician-owned medical malpractice insurance company it takes a steady hand and solid grasp of the balancing that needs to occur in both the underwriting and asset allocation areas of the business.
Join Michael Oliver Weinberg, host, Improving Alpha Podcast, as he sits down with TC Wilson, Chief Investment Officer and Senior Vice President, The Doctors Company. Learn more about TC’s journey and the balancing of investments and underwriting to help generate alpha.
TC highlights the following:
- the generation of alpha opportunities across US investment grade and non-traditional investments and how they differ from an endowment or foundation.
- how he’s looking at private credit and private equity and where the innovation and creativity lie today.
- how The Doctors Company integrates ESG considerations and supports California's climate and carbon initiatives in asset allocation strategies, governance, monitoring, and due diligence.
- what does the organization known as California Organized Investment Network, (COIN) do for environmental benefits in California?
- how does the challenging regulatory environment impact TC’s diversification strategies in managing his shop? Does he believe that they might be getting penalized prematurely for other players' bad market moves?
- steps for identifying red flags in investment strategies and culture.
- And more
Chief Investment Officer and Senior Vice President TC Wilson joined The Doctors Company as its first Chief Investment Officer in 2017. Mr. Wilson is responsible for the development, management, and oversight of the company’s strategic investment program. He also ensures that overall investment and growth objectives are met in support of the company’s underwriting profile and operating results. He contributes to The Doctors Company’s strategic growth plan as it relates to investment review and assessment of new partnerships and opportunities. On a day-to-day basis, Mr. Wilson oversees the company’s investment portfolio with the goal of preserving and growing surplus. He also serves as Chairman of The Doctors Company’s 401(k) Committee. Prior to joining The Doctors Company, Mr. Wilson served as Head of Institutional Consulting for The Optimal Service Group (OSG), an investment consultant that specializes in investment advice to the medical malpractice industry. At OSG, he was the lead investment consultant to The Doctors Company from 2000 through 2017. Mr. Wilson has nearly 30 years of investment and consulting experience, including his initial five-year stint with one of the nation’s leading benefits consulting firms in Richmond, Virginia. He is a graduate of Hampden-Sydney College where he graduated summa cum laude, earned Phi Beta Kappa honors, and was an Academic All-American for his success on the gridiron.
About Our Host: Michael Oliver Weinberg, CFA
For three decades Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. Most recently he was a Managing Director, Head of Alternative Alpha, on the Investment Committee, and a board member at APG, a Dutch pension provider. Previously he was the Chief Investment Officer at MOV37 and Protege Partners. Michael is also an Adjunct Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing, an advanced MBA course that he created.
Michael is a published author, having written for The New York Times, international investment books, and other publications. Michael has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. He is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations, and business schools.
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
