CIO Insights: A bumpy start to 2022

Jargon free insights from our Chief Investment Officer. In today's update, Rory explains the bumpy start to 2022.

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January 21st, 2022
 

What Got You There Podcast: Yen Liow

What Got You There Podcast interviews new Conference Fund Manager and Managing Partner of Aravt Global, Yen Liow. Yen shares some of his life philosophies, Aravt’s investing frameworks, mentors he’s had along the way and so much more.

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January 11th, 2022
 

Tech Sell Off, Bubble Comparisons, China | In the Know with Cathie Wood

In the latest episode of "In the Know", Former Conference Manager, Cathie Wood of ARK Invest weighs in on the tech sell off, innovation stocks, China, the tech & telecom bubble. 

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January 8th, 2022
 

Livewire: The #1 stock picks for 2022

Livewire's 2022 Outlook Series features insights from some of our Conference Managers as they share their most compelling predictions for the year ahead. 

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January 7th, 2022
 

In the Know Podcast: The coming 'viral blizzard'

Magellan’s Chairman and CIO Hamish Douglass speaks with one of the world’s foremost epidemiologists, and a member of President Biden's Transition COVID-19 Advisory Board, Dr Michael Osterholm. 

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December 23rd, 2021
 

Livewire's Success and More Interesting Stuff: Geoff Wilson

This episode of Success and More Interesting Stuff features Wilson Asset Management's, Geoff Wilson. The episode dives into some of the key steps taken that made Wilson and his company such a success. 

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December 22nd, 2021
 

Livewire: Buy Hold Sell - 5 stocks with sparkling New Year's resolutions

Previous Conference Manager, Tribeca's Jun Bei Liu analyses three businesses with big plans for 2022 and names two winning stocks with big plans for the year ahead.

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December 17th, 2021
 

Five global trends point to buys and sells for 2022

A VGI Partners Senior Investment Analyst discusses five opportunities, three buys and two sells in light of expected market developments for 2022.

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December 16th, 2021
 

CIO Insights - 13 December

Jargon free insights from our Chief Investment Officer. In today's update, Rory discusses the annual conference and provides a summary of the conference portfolio.

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December 13th, 2021
 

Livewire: Buy Hold Sell - 3 Christmas specials and 2 for a turnaround

In this Livewire Christmas special, previous Conference Manager, Tribeca's Jun Bei Liu share her thoughts on five beaten-down stocks ready for a turnaround in 2022.

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December 10th, 2021
 

Charlie Munger and stock picks at the Sohn Conference

Firstlinks gives the highlights from Charlie Munger and a summary of the selected stocks at the annual Sohn Hearts & Minds Conference.

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December 4th, 2021
 

Cota Capital: Knowledge is the Ultimate Capital with Infinite Possibilities

In this episode of Founders in 15, Lily Sarafan sat down with co-founders, Babak Poushanchi and Bobby Yazdani to discuss the Origins of Cota Capital.

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December 4th, 2021
 

Regal Funds founder Phil King’s short share tips

An experienced investor with a track record of short selling, King will be the only fund manager on the day tipping a short stock at the annual Australian Sohn Conference on Friday.‍

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December 3rd, 2021
 

Regal’s Phil King shorts GameStop in tactical shift

Regal Funds Management has upended its short selling approach to combat the pressures of a rising bull market, focusing on share price blips, according to chief investment officer Phil King.

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December 3rd, 2021
 

Hamish Corlett picks Spotify as his top stock again at Sohn Hearts & Minds Conference

Hamish Corlett is the only stock picker in the history of the Sohn Hearts & Minds Investment Conference to pitch exactly the same company twice.

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December 3rd, 2021
 

Sohn Hearts and Minds: The Australian Fund Manager Coverage

Leading fund managers reveal their top stock picks for the year ahead at the Sohn Hearts & Minds Conference. Read The Australian live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Professor Langer Coverage

Professor Robert Langer, Co-Founder of Moderna presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Charlie Munger Coverage

Charlie Munger, Vice Chairman of Berkshire Hathaway presented at the sixth annual Sohn Hearts & Minds Conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn Hearts and Minds: AFR Fund Manager Coverage

13 of Australia’s leading investors revealed their top stock picks for the year ahead as part of Australia’s philanthropic and global thought leadership conference. Read AFR live coverage.

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December 3rd, 2021
 

Sohn delivers lessons on tech disruption

From e-signatures to last-mile logistics and facials, the annual conference showed that waves of disruption continue to break in different ways across different sectors

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December 3rd, 2021
 

Charlie Munger the ‘quiet one’ alongside Warren Buffett at Berkshire Hathaway

Fund manager Mark Nelson of Caledonia to interview Berkshire Hathaway's Charlie Munger at the sixth annual Sohn Hearts and Minds Conference.

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December 2nd, 2021
 

Here comes the Sohn: big names battle over conference music

For all that heavyweight finance names Michael Walsh, David ­Paradice, Matthew Grounds and Gary Weiss have in common professionally, one thing they can’t seem to find consensus on is music.

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December 2nd, 2021
 

Equity Mates: Eleanor Swanson, Firetrail Investments

Eleanor Swanson of Firetrail Investments sat down with Equity Mates. Eleanor breaks down the small cap landscape and shares some of the best companies that she's come across.

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December 2nd, 2021
 

Hearts and Minds 2021: Buying is only half the battle

Patrick Poke from Livewire reviews some of the stocks held by HM1 and pitched at the 2020 Sohn Hearts & Minds Conference. 

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December 2nd, 2021
 

Why The Sohn Hearts And Minds Conference Is So Important To TDM

TDM Growth Partners share why they love being involved in HM1 both as a Core Manager and a Conference Manager. 

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December 2nd, 2021
 

In the Know Podcast: The Inflation Spectre Looming the Global Economy

Hamish Douglass and former US Federal Reserve Governor Kevin Warsh discuss the US Federal Reserve and European Central Banks' low interest rates freeze.

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November 30th, 2021
 

A hedge fund sleuth who seeks only the truth

Conference Manager Joyce Meng's FACT Capital is proof that the existing Wall Street model could be wildly improved upon.

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November 29th, 2021
 

Cota Capital analyst Babak Poushanchi tops the bill with stock tip up more than 200%

Cota Capital’s Babak Poushanchi emerged the top picker from the 2020 Sohn Hearts & Minds Conference, with his pick's share price up more than 200%.

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November 28th, 2021
 

Munro Climate Change Leaders Fund sub-trends: Circular Economy

Conference Manager and Munro Partners' Chief Investment Officer Nick Griffin does a deep-dive into the Climate sub-trend: The Circular Economy.

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November 26th, 2021
 

Equity Mates: Yen Liow, Aravt Global

Yen Liow of Aravt Global sat down with Equity Mates. Yen shares the story of his first investment, Aravt's investment philosophy, his thoughts on the future of the payments industry and why he's excited to be a part of the Hearts & Minds family.

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November 25th, 2021