Returning Conference Manager Beeneet Kothari sat down with Equity Mates to discuss his first investment, views on China and Cryptocurrency, and why he loves being involved in the Sohn Hearts & Minds Conference.

Aravt Global's Yen Liow focuses on the payments sector and discount retail, as well as finding mid-size companies that can capture market share in niche corners of tech and other sectors. 

Moderna co-founder Robert Langer says vaccine development for a range of diseases – not just Covid-19 – will be one of the biggest trends among biotechnology in coming years.

Professor Robert Langer, the billionaire co-founder of vaccine maker Moderna says that early investors in the biotech startup should share the credit for the development of the company’s coronavirus vaccine.

The powerful technology that has enabled mRNA vaccines to save millions of lives during the coronavirus pandemic has much broader potential, according Bob Langer, one of the co-founders of Moderna.

Conference Fund Manager, Beeneet Kothari admits it’s been a ‘bloodbath’ for Chinese tech stocks this year, but there are two good reasons he thinks the sentiment will shift.

Legendary investor Charlie Munger to headline Sohn Hearts & Minds 2021 conference.

Charlie Munger, who will headline this year’s Sohn Hearts & Minds Conference, places one quality above all else: patience.

Charlie Munger, Warren Buffett's trusted man, to headline Sohn Hearts & Minds 2021 Conference.

Charlie Munger, American billionaire investor and vice-chairman of Berkshire Hathaway to headline Sohn Hearts & Minds Conference.

Qiao Ma from Cooper Investors chats with our friends at Equity Mates about her first investment, Cooper Investors' investment philosophy and the investment thesis behind her conference pitch.

In this episode of Equity Mates hear from Core and Conference Manager Hamish Corlett, Co-Founder of TDM Growth Partners. The guys cover a lot in this episode, be sure to take a listen!

We've partnered with Equity Mates Media, Australia's number one finance and investing podcast, to do a series of interviews with our Fund Managers. For easy listening, all of 2020 episodes are here in one place.

Qiao Ma says her stock pitch for the Sohn Hearts & Minds Conference on Friday belongs to an industry that will “make people cringe”. That isn’t deliberate but it will prove her point that management trumps all else.

Hamish Corlett, Founder of TDM Growth Partners discusses TDM's commitment to helping support Australian charities including the win-win nature of Hearts & Minds and why he's proud to be involved.

Nick Griffin of Munro Partners join the Equity Mates Podcast to talk about Nick's investment management style and process, why he loves being involved with Hearts and Minds and what goes into preparing his Conference pitch.

Our CIO Rory Lucas recently sat down with the Equity Mates Podcast to talk all things Hearts and Minds. 

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.

Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.

Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.

Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.

The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House.

This month's Conference Manager in Focus is Cooper Investor's Founder and Chief Investment Officer, Peter Cooper. He's backing the largest audio entertainment company in the US, Liberty SiriusXM. 

This month's Conference Manager in Focus is Tekne's Managing Partner, Beeneet Kothari. He's backing a Brazilian digital payment solution company. Read his investment case here.

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

Hear why e-commerce giant, Amazon is Nick Griffin's highest conviction investment recommendation.

Hearts and Minds Investments has increased in value by 20 per cent since listing last November and now has an net asset value of $600 million.

Conference Manager, Geoff Wilson AO of Wilson Asset Management is backing a Japanese-listed company specialising in gaming, entertainment and toy manufacturing. Find out why.

Tim Carleton from Auscap is backing Australia's leading consumer electronics company, JB Hi-Fi. Read why JBH is his highest conviction idea.