Ed Cowan
speaker
535 appearances
4 recordings
1 series
first heard Sep 2025
last heard 25 Oct
Ed Cowan’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Oct 2025 with 3.
Appearances
So the the topic I guess is strategy versus opportunism.
And I'm keen to unpick what was your five year strategy when you came in as CEO and you took over
that leadership role from Rob, who then just became the chair.
Because since that time the market cap has grown fifteen X, the business size has probably grown in line with that.
What did you see around the corners of the industry, but also what fell into your lap?
So from the outside in, I I might put something to you and and you can refute it or not.
But my inexperienced lens here is you went from a niche and complex product, yeah, kind of debunked the complexity, yeah, and moved to a full scale wealth platform.
And and you did that through growth in your core product.
You then made uh originally a strategic investment in Lonsec, as you just mentioned, I think you bought thirty.
eighty five or thirty six percent of the business, which is most people know as a ratings and research house, and then you fully acquired it in twenty twenty four.
And people might think, Well, that's interesting.
Why would they do that?
Well, it's super important after the Royal Commission because to justify any product recommendations under ASIC rules
It has to be rated essentially.
And so to to do that in-house makes sense.
And and recently you bought Evidentia Group, which is you could think of it as almost a mini platform business that, as I understand it, runs, you know, execution compliance, reporting tools, portfolio construction that has really strengthened a distribution moat for you.
So
Was this always the vision or did did these pieces of the puzzle come together in in a different order in your mind?
And to to play this out a little bit more, you have essentially vertically integrated to a degree and really solved more problems for your customers being the wealth advisors.
And of course, with that comes better margins, you've diversified your revenue base away from what was a core generation life business.
Showing 81–100 of 535 · page 5 of 27
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