There's a lot of assumptions being made, here (not your post specifically, but generally, too)
Like, this is what the FT says:
So, we're assuming it's a generic schmooze-fest.
But what if it isn't? What if Obama is going to leverage being in the same room as "investors [and] executives at dozens of the biggest healthcare companies" to push for how the ACA should only be the start, and how they shouldn't give-in to Trump pushing the ACA into a Death Spiral.
Or maybe it'll be about how investors in healthcare should become investors in renewable energy, because the healthcare costs of coal and oil are massive negatives when set-against the healthcare costs of solar or wind.
Sure, it might also just be a schmooze-fest. But, I mean, all this pissing and moaning about optics, and we just don't know anything, beyond the cost.
Edit: and this is just the contents of the speech, right? It may be, the speech will be generic blah, but he'll use the before-and-after to play the game a little.