Julie Angeles is an Investment Manager, Partner at Baillie Gifford. She has been a member of the International Growth Portfolio Construction Group since 2017.
She joined Baillie Gifford in 2008 and became a Partner in 2022. She previously worked as a management consultant at McKinsey & Company, advising firms in Denmark, Russia and Hungary. Julia obtained a BSc in 1999, an MSc in 2001 and a PhD in 2005 in Economics from the University of Aarhus, Denmark. She is fluent in Russian and Danish.
We cover the following:
00:56 AI and long horizon investing in healthcare
05:24 The evolution of Moderna and platform science
13:19 AI's impact on healthcare access and efficiency
21:45 The untapped potential of women's health
24:27 The need for more women in investing
24:59 The disparity in female health investment
25:29 Male allies in women's health
26:53 Gameto: revolutionising fertility
28:15 The science behind Gameto's innovations
29:42 Ethical considerations in biotech
31:14 The future of female longevity
31:45 Brain health: the next frontier
32:42 Progress in neurodegenerative disease research
36:21 The role of AI in healthcare
37:30 Addressing gender disparities in health research
42:13 The promise of personalised medicine
43:15 The future of human health: prevention and early detection
47:18 Final thoughts and optimism for the future.
