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At the 2025 Aegis Summit, Dan Mendelson, CEO of Morgan Health at JPMorgan Chase, shared how his team is using “double bottom line” investing to reshape employer-based healthcare. Sitting inside one of the largest employers and financial institutions in the world, Morgan Health is deploying balance-sheet capital into companies that must deliver on both financial performance and measurable improvements in healthcare quality, affordability, and equity for employees and their families.
Dan outlined three key challenges employers face today: rising healthcare costs, a deeply fragmented patient experience, and the complexity of specialty care. He shared how Morgan Health is responding through partnerships with health systems and tech-enabled companies — from narrow-network models that lower costs and simplify navigation, to on-site and near-site primary care and care navigation that dramatically improve employee satisfaction. Dan emphasized that AI and data integration will only matter if productivity gains are shared with patients and employees, not just preserved on the balance sheet.
