On the Couch

This week On the Couch Henry talks ETFs with the Head of Content at ETF Securities Sara Allen. Sara is responsible for content creation and curation for ETF Securities. She has more than 10 years of experience in content and marketing across investments, superannuation, insurance and financial advice. Prior to joining ETF Securities in December 2019, Sara held content and marketing roles at BT Financial Group, Macquarie Group and DDB Sydney. Sara has a Bachelor of Art – Psychology from Macquarie University.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode, I am joined by David Tudehope, CEO Macquarie Telecom Group. Absolutely delighted to get the opportunity to chat with him. David quit his banking job some years ago as a fresh faced 25-year old to start MAQ.
David co-founded the company with his brother Aidan. He is responsible for overseeing the general management and strategic direction of the Company, and is actively involved in the Company’s participation in regulatory issues. He was previously a director of the Service Providers’ Industry Association. He is a member of the Australian School of Business Advisory Council and the Australian Government’s B20 Leadership Group.
In this podcast we look at what MAQ does, why it is worth a look for investors in the tech space, the USP that MAQ has in a competitive IT field, and some lessons that David has learnt along the way to building a $1.3bn company.
Great podcast and worth listening to, especially if you are keen on local tech exposure.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

This week in ‘On the Couch’, Henry is chatting to Alex Pollak the CIO and founder of a global technology fund, Loftus Peak. Alex has over 25-years experience in investing in disruptive business models and was instrumental in bringing both SEK and CAR to the market. He joins Henry On the Couch to talk disruptive technology and where he sees the opportunities and why his fund has returned around 15% per annum since its inception 7 years ago.

This week on the couch Henry has an old buddy Andrew Weilandt from DP Wealth Advisory in Toowoomba. Some of you will have seen Andrew on the TV, he is a regular guest on Ausbiz and used to do shows with Henry at Sky Biz and Yourmoney. Andrew is the managing partner at DP and is always great value with an in-depth knowledge of equities, ETFs and portfolio management. DP has over half a billion dollars under advice/management. Enjoy Andrew's easy style as he banters with Henry over stocks and the market.

In this 'On the Couch' special, Henry Jennings sits down with two small-cap biotechs and one fund manager to discuss what makes a successful biotech, and how to invest successfully in the cutting edge of medical science and drug treatments.
Dr Michelle Miller, Managing Director at Biotron Ltd - Market Cap $23.5m

• Over 25 years in the biotech industry with extensive experience in commercial drug development.
• Since 2002 has been Chief Executive Officer at Biotron.

Biotron

Developing lead compound BIT225 for the treatment of HIV-1 and Hepatitis C. Two fully recruited Phase 2 HIV-1 trials underway in Sydney and Thailand, results expected mid-2023. Added a COVID-19 sub-study to one of its HIV-1 trials, with any participant of the trial being infected with SARS-CoV-2 being included. Results also expected mid-2023.
Gary Phillips, Chief Executive Officer at Pharmaxis - Market Cap $38m

• Joined Pharmaxis in 2003 and was Commercial Director and Chief Operating Officer before being appointed Chief Executive Officer in 2013.

Pharmaxis

Developing drugs for inflammatory and fibrotic diseases with a focus on bone marrow cancer myelofibrosis. 5 trials underway with multiple near-term value opportunities. PXS-5505 for myelofibrosis is in Phase 2 with a data readout expected mid-23. Also developing PXS-6302 as a topical skin scarring treatment, led by renowned burns specialist Professor Fiona Wood.
Jeremy Curnock Cook

• Started out in the sector in 1973 founding a biotech company.
• Over his career successfully managed in excess of US$1b in equity investments.
• Founder and Managing Director of BioScience Managers, Non-Executive Director of AVITA Medical.

BioScience Managers

An international healthcare investment firm that invests in innovative science and technology. BioScience Managers was created in 2001 and established its Australian base in 2003, making it the oldest specialist biotech fund in Australia.
Currently has A$250m funds under management.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial? Get access to expert insights and research and become a better investor.