On the couch - October 2020
Marcus Today on the couch

Latest episodes CLICK HERE

On the Couch with Greg McKenna CEO of the Police Bank

This week ‘On the Couch‘ Henry chats to Greg McKenna the CEO of the multi-award-winning Police Bank, a bank that serves those in Blue. Greg McKenna is a familiar face to Sky Business viewers with his expert take on the economy and the macro picture. Back in 2018 Greg swapped his economist’s hat to work on the board of the Police Bank and was named as the CEO of the Police Bank in March this year.

Greg had been working in Banking and finance since 1986 and had played a long role in the Bank and the Police Community, having served on the Board of Police Bank as a Director between July 2012 and July 2018 and then as Chair where he was key to refreshing the Bank’s strategy.

As a CEO of a financial institution, Greg has a unique insight on what is happening in the ‘real’ world and how customers are coping with the pandemic. As always, Greg brings his wealth of experience and knowledge and talks Neobanks, Fintech and how he sees Modern Monetary Theory playing out in the money printing world of central banks.

Listen to the podcast below

Want to hear more from Henry? Sign up for our 14 day free trial to read Henry’s Take daily!

On the Couch with Henry Jennings and the Pie Funds Emerging Growth Fund Team

Meet Ben O’Leary the Marcus Today Back-Room Boffin and Assistant Portfolio Manager on the SMAs which have outperformed over 20% in the last two months. Find out how he did it, some lessons he’s learned, what he thinks about the outlook and three stock tips at the same time

On the Couch with Henry Jennings and Eytan Lenko

In ‘On the Couch’ this week, Henry talks to serial technology entrepreneur and clean energy advocate, Eytan Lenko from Beyond Zero Emissions. Eytan talks us through his ‘million jobs’ plan for Australia, his thoughts on hydrogen and alternative clean energy sources and what sectors should do well as the global economy de-carbonises.

Eytan Lenko is a founder of Outware, one of Australia’s most awarded and fastest growing technology companies.  He has extensive technical, commercial and leadership expertise having grown Outware from 3 co-founders to a team of over 250 based in Melbourne, Sydney and Brisbane. Outware was successfully acquired by Melbourne IT in 2017.

Eytan has an engineering background and has deep knowledge around the current state of our energy transition. He is passionate about the exceptional opportunities that we have to transform our economy in response to climate change.  Eytan’s Twitter feed here

On the Couch with Henry Jennings and the Ellerston Micro Cap Team

On the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017 – Click Here for the latest performance report.

The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up of a portfolio of between 30 – 60 Micro Cap stocks.  The Fund invests across a number of sectors, and offers access to higher growth companies not widely known. The investment team employ a fundamental, bottom up approach to stock selection and combine that with a focus on risk management when constructing the portfolio aiming to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling three year investment horizon.

David Keelan has been with Ellerston since 2008 – David has 13 years experience as an Investment Analyst and prior to joining Ellerston, David worked for UISL/Old Mutual in the UK for a period of 4 years in a Senior Dealing role. David graduated from Liverpool John Moore’s University with a BSc. Hons. in Technology Management in 2004.

Alexandra Clarke joined Ellerston Capital as a Senior Analyst in 2017 and has 11 years of financial market experience.  Prior to joining Ellerston, Alexandra worked as a lead analyst at Morgans. Alexandra graduated from Queensland University of Technology with a Bachelor of Laws and a Bachelor of Business majoring in Banking & Finance in 2007. She also holds a Graduate Diploma in Applied Finance from Finsia.