David W. Johnson

Expertise: Market-driven health reform

Dave is the CEO and founder of 4Sight Health, a healthcare boutique specializing in thought capital, strategic advisory services and venture investing.  4Sight Health operates at the intersection of healthcare economics, strategy and capital formation. The company’s four-stage analytic (Assess. Align. Adapt. Advance.) reflects the bottom-up, evolutionary character of disruptive, market-driven reform.  Mr. Johnson speaks frequently, authors a widely-read blog on market-driven healthcare reform and is currently writing Market versus Medicine: America’s Battle for Better Healthcare at Lower Prices that will publish in 2015.

During his 28-year investment-banking career, Mr. Johnson lead managed over $30 billion in healthcare revenue bonds, led significant strategic advisory engagements and advanced capital formation, asset-liability management, enterprise risk analytics and new business-model development for his large health system clients.  Dave’s expertise encompasses health policy, academic medicine, economics, statistics, behavioral finance, disruptive innovation, organizational change and complexity theory.

Mr. Johnson holds a Bachelors of Arts degree in English Literature from Colgate University and a Master’s degree in Public Policy from Harvard University.  Dave was a Peace Corps Volunteer in Liberia, West Africa and a United States Presidential Management Intern.  His civic and professional affiliations have included Harvard Medical School (Visiting Committee); the Chicago Council on Global Affairs (Board, Executive and Finance Committees); the University of Chicago (Harris School of Public Policy’s Visiting Committee and Student Engagement Sub-Committee Chair); the Health Management Academy; Harvard School of Public Health (occasional lecturer); CHRISTUS Health (Audit Committee); the British-American Project (U.S. Chair); and Terence Cardinal Cooke Health Center (Finance Committee Chair).

Dave enjoys reading, travelling and has run ten marathons.

While media attention focuses on the white-hot politics of Obamacare, private-market activity (e.g. Walmart’s desire to be the country’s largest primary care provider) is reshaping American healthcare in fundamental ways that will result in better care, lower prices and increased customer convenience.

declining rate of U.S. healthcare spending


current prolonged period of low long-term fixed interest rates

What I Learned:

U.S. healthcare is too expensive, too fragmented, too variable, asset-heavy, over-invested in acute/specialty care and under-invested in prevention, primary care, behavioral health, chronic disease management and health promotion. I’ve launched 4Sight Health to spotlight and assist companies delivering better healthcare at lower prices. 

American healthcare will advance by responding to customers’ needs, delivering superior outcomes and cutting waste. By focusing on value creation, private health companies will lead the transformation.

November 08, 2021

The Roaring ‘20s Then & Now: Insights on Healthcare’s Post-Pandemic Future

Today, for the first time in history, human beings must adapt to a rate of change beyond our natural capabilities. Weaving digital technologies into the fabric of daily life to ease adaptation, reduce stress and promote well-being is the challenge of our times. Big challenges require big solutions.

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July 22, 2021

Medicaid, Motherhood and America’s Future: Giving Birth to Better Maternity Outcomes

As the healthcare system evolves toward value, the women’s healthcare sector, and OB/GYN services in particular, represents a significant opportunity for improving outcomes and reducing costs at massive scale.

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March 25, 2021

How Healthcare Revolutionaries Think - 10 Questions with Thompson Aderinkomi

This interview is conducted by my colleague David Burda.

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Expert Information


Market-driven health reform




Current Experience

CEO and founder of 4Sight Health

Past Experience

  • Managing Director, BMO Financial Group


  • Master’s degree in Public Policy from Harvard University
  • Bachelors of Arts degree in English Literature from Colgate University