Description
On 27th May, Matthew Read walked us through the weekly news and hosted a panel discussion with Paul Major from Bellevue Healthcare Trust and Marek Poszepczynski from International Biotechnology Trust.
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Speakers
- Paul Major | Portfolio Manager, Bellevue Healthcare Trust
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Co-portfolio manager Paul Major has 26 years of experience in the healthcare sector. He was a top-rated healthcare research analyst and was one of the first research partners at Redburn, Europe’s leading independent research firm. His work there included healthcare portfolio construction projects for several institutions. Paul’s career started in corporate finance at UBS. He studied biochemistry at Bath University.
More - Marek Poszepczynski | Co-lead manager, International Biotechnology Trust
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Marek Poszepczynski is co-lead manager of the International Biotechnology Trust (IBT), bringing over 15 years of international experience in the life sciences industry, including roles at Handelsbanken Capital Markets, Karolinska Development AB, and Biovitrum AB. He joined IBT in 2013 and became co-manager in 2021, transitioning with the trust to Schroders in 2023. With master’s degrees in Biochemistry and Business Management from the Royal Institute of Technology in Stockholm, he has led IPOs, licensing deals, and earned the Swedish Entrepreneurial Distinction for founding and selling a successful CRO. A former professional handball player turned elite marathon runner, Poszepczynski applies a disciplined, valuation-driven investment approach with a focus on rare diseases and CNS disorders, balancing innovation with risk management.
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