Conference Fund Managers

Our conference fund managers represent 35% of the portfolio which is allocated to approximately 10-15 securities based on the annual recommendations from the fund managers who present at the Sohn Hearts & Minds Investment Leaders Conference. HM1 will only invest in the long ideas that meet our investment criteria.

Each year, this portion of the portfolio will be replaced by the eligible recommendations from the next annual Sohn Hearts & Minds Conference.

For more information about the Conference and past fund managers visit

2020 Sohn Hearts & Minds Investment Leaders Conference Fund Managers:

 Babak Poushanchi

Cota Capital (USA)

  Babak  Poushanchi

Cota Capital (USA)

Babak Poushanchi is a Founder and Managing Partner of Cota Capital, an investment firm based in San Francisco, focused on the technology sector.

Babak has spent the majority of his career investing in private and public companies. Prior to founding Cota, Babak was a Co-Founder and Co-Portfolio Manager of Newbrook Capital, a US$1+ billion global long/short equity fund based in New York City.  Previously, Babak was an Investment Analyst at Karsch Capital, a US$2+ billion global long/short equity fund based in New York City.  He was also a Venture Partner at Entrepreneurs Roundtable Accelerator, an early stage technology accelerator with over 70 portfolio companies, and an Investment Associate at Indosuez Capital, a US$3+ billion merchant banking fund, investing in private companies across the capital structure.

Babak holds a B.A. in Economics from Northwestern University.

 Beeneet Kothari

Tekne Capital Management (USA)

  Beeneet  Kothari

Tekne Capital Management (USA)

Prior to founding Tekne, Beeneet Kothari was a Managing Director and Portfolio Manager at PointState Capital, a multi-billion dollar global macro investment firm.

Before joining PointState at launch in January 2011, Mr. Kothari was a Managing Director and Portfolio Manager at Duquesne Capital Management, a thirty-year old investment firm founded by Stanley F. Druckenmiller. At Duquesne, Mr. Kothari managed a global technology, media and telecom portfolio and helped manage the fund’s overall technology exposure. He joined Duquesne as an analyst in September 2005 and became Managing Director four years later in 2009.

Prior to joining Duquesne, Mr. Kothari worked at Morgan Stanley as an investment banking analyst after graduating from the University of Pennsylvania in 2004.

He graduated from the University of Pennsylvania’s joint-degree program in Management and Technology with dual degrees from Wharton and Engineering, and also earned a Master’s in Biotechnology, in four years. He graduated with honors including the prestigious Dean’s Award for excellence from Wharton, awarded to the top student in each graduating class. Mr. Kothari lives in New York City with his wife and two children.

 Cathie Wood

ARK Invest (USA)

  Cathie  Wood

ARK Invest (USA)

Cathie founded ARK Invest in January 2014. Focused solely on disruptive innovation, ARK aims to identify large-scale investment opportunities in the public markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.

Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.

In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media, and she was a featured speaker at the World Economic Forum (China) in 2016 & 2017, and the World Strategic Forum (Miami) in 2017.

 David Halpert

Prince Street Capital (SG)

  David  Halpert

Prince Street Capital (SG)

David Halpert is the founder, portfolio manager, and CIO of Prince Street Capital, an emerging and frontier market asset manager based in New York and Singapore. David coined the term ‘Digital Decolonization’ – a new paradigm for assessing investments in emerging and frontier markets through the lens of innovation.

He has 30 years of experience researching and investing in the developing world. Prior to founding Prince Street in 2001, David managed an EM portfolio at Zesiger Capital Group and worked in Indonesia as an equity research analyst.

David has appeared on Bloomberg, CNBC and CNN, and presented at the Council on Foreign Relations in New York. He has lectured at universities including NYU, Cornell Tech, Arizona State, Nanyang Technical University and Singapore University of Social Science.

David earned a BA (magna cum laude) in Asian Studies from the University of California, Berkeley and an MBA from Harvard Business School.

 David Moberley

Paradice Investment Management

  David  Moberley

Paradice Investment Management

David joined Paradice as a Portfolio Manager/Analyst in 2012. David has considerable experience across all sectors and market caps within the Australian equity market. Prior to joining Paradice, he was a senior analyst covering small and mid cap companies in Macquarie Equities research team.

David has over 17 years’ industry experience and holds a Bachelor of Commerce with majors in Economics and Finance.

 Gavin Baker

Atreides Management (USA)

  Gavin  Baker

Atreides Management (USA)

Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, LP.  Prior to founding Atreides in 2019, Gavin was at Fidelity Investments from 1999 – 2017, most recently as the portfolio manager of the Fidelity OTC Fund from 2009 – 2017.  The $17 billion Fidelity OTC Fund outperformed 100% of its Morningstar peers and won 6 Lipper awards over Gavin’s 8-year tenure as portfolio manager.  

Gavin was the Boston Globe’s Fund Manager of the Year in 2014 and his performance was recognized by articles in Barron’s, the New York Times, Investors Business Daily and the Wall Street Journal.  He helped spearhead Fidelity’s venture capital investing and was a board observer at Nutanix, 23andME,, AppNexus, Dataminr and Roku, among others.  Gavin earned an AB in economics and history from Dartmouth College.

 Hamish Corlett

TDM Growth Partners

  Hamish  Corlett

TDM Growth Partners

At his core, Hamish loves helping people create futures they never thought possible. As a coach, mentor, and co-founder of TDM Growth Partners, he brings a multitude of experience from top-tier investment firms as well as from his hiatus as a school guidance counsellor. Hamish’s innate leadership skills, broad life experiences, and full-throttle approach to life have been a driving force to the TDM culture of success. He currently serves on the Board of Directors of Somnomed (ASX:SOM) and Tyro Payments (ASX: TYR) and has significant experience in investing in fast-growing software and FinTech businesses.

TDM Growth Partners is an global investment firm, investing in fast growing companies run by passionate management teams. TDM’s unique and flexible mandate allows investment in public and private companies, with a highly focused approach of  no more than 15 businesses globally.

 Josh Resnick

Jericho Capital Asset Management (USA)

  Josh  Resnick

Jericho Capital Asset Management (USA)

Josh Resnick is the founder and managing partner of Jericho Capital, a hedge fund focused on investing in the global technology, media and telecommunications (TMT) sectors. 


Prior to founding Jericho Capital, Josh was a key principal at TCS Capital, a global TMT hedge fund that he joined shortly after its launch in 2001. Prior to TCS Capital, he was a Managing Director at KPE Ventures, a media, entertainment and technology venture capital fund based in New York. Prior to KPE Ventures, he was a member of the business development group at Fox Entertainment Group in Los Angeles. Josh began his career as an analyst in the media and entertainment investment banking group at Bear Stearns. 


Josh graduated Summa Cum Laude with a B.A. in Economics from Emory University. He serves on the Board of Directors of the Child Mind Institute in New York City.

 Jun Bei Liu

Tribeca Investment Partners

  Jun Bei  Liu

Tribeca Investment Partners

Jun Bei Liu is the Portfolio Manager of the Tribeca Alpha Plus Fund, one of Australia's longest running equity long short funds. Jun Bei Liu is a passionate investor with over 18 years of Investment experience covering a large range of sectors, an effective public speaker about her investment views and a regular participant in prestigious conferences such as Sohn. The last 14 years of Jun Bei’s career has been with Tribeca and prior to Tribeca, Jun Bei spent four years as an investment analyst covering the Australian consumer sectors at Morningstar and Foster Stockbroking.

Jun Bei is a native Chinese speaker and regularly travels to China and visits other Asian markets as part of her Investment Research, and she actively insights the companies that she invests in. Jun Bei is also a CFA charter holder and a member of the Australian Institute of Company Directors.

 Nick Griffin

Munro Partners

  Nick  Griffin

Munro Partners

Nick is a founding Partner and the Chief Investment Officer of Munro Partners.

Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process.

Nick has been managing global long / short equity mandates for over 12 years.

Key career highlights include:

  • Over 20 years working in financial services with 13 years funds management experience.
  • 2005-2015, Head of International Strategy on the K2 Select International Absolute Return Fund.
  • Member of the K2 Asset Management asset allocation and currency exposure committee.
  • 2000-2005, Senior Analyst (Global Oil and Gas) at Deutsche Bank UK.
  • 1996-1999, Manager Australian Equities for Commonwealth Financial Services.

Nick holds a Bachelor of Commerce (Hons) degree from the University of Melbourne, a Graduate Diploma in Applied Finance.

 Qiao Ma

Cooper Investors

  Qiao  Ma

Cooper Investors

Qiao Ma joined CI in July 2017. Prior to this, she spent seven years investing in the technology and consumers sectors in Asia and the US. Most recently she was the Head of Asia for Jericho Capital, a multi-billion dollar global investment fund based in New York. Qiao has also previously worked at Coatue Management, a New York based investment fund specializing in global technology and consumer sectors and a spinoff of Tiger Management. From 2006 to 2008 Qiao worked in the Financial Institutions Group in the Investment Banking Division of Lehman Brothers.  

Qiao is a proud graduate of University of Virginia (B.Sc in Commerce).  She also has an MBA from Harvard Business School.  Qiao is a native speaker of Mandarin, Cantonese and English. B.Sc, MBA

 Robert Luciano

VGI Partners

  Robert  Luciano

VGI Partners

Mr Luciano has over twenty five years’ experience gained as a portfolio manager, equities analyst and accountant. Prior to founding VGI Partners in 2008, Mr Luciano spent five years as an Executive Director and Investment Manager with Caledonia Investments in Sydney. Prior to Caledonia, Mr Luciano held positions as a Portfolio Manager at Allianz Equity Management and an equities analyst at BNP Paribas (formerly Prudential-Bache Securities Australia). Mr Luciano commenced his career as an accountant with BDO Nelson Parkhill in 1993.

Mr Luciano graduated from the University of New South Wales, with a Bachelor of Commerce, majoring in Accounting & Finance where he later completed a Masters of Commerce, majoring in Advanced Finance. He is a Fellow of the Financial Services Institute of Australasia. Mr Luciano has completed the Chartered Financial Analyst (CFA) Program and has been awarded the CFA Charter. Mr Luciano is a Director of VGI Partners Global Investments Limited (ASX:VG1) and VGI Partners Asian Investments Limited (ASX:VG8).

 Todd Guyot

Regal Funds Management

  Todd  Guyot

Regal Funds Management

Todd Guyot is a Portfolio Manager for the Regal Australian Small Companies Fund. Prior to joining Regal in November 2014, Todd was Head of Growth and Small Companies at Moelis Australia, where he was recognised by the Wall Street Journal as Asia’s Best Technology Analyst in 2013. A specialist small companies investor with over 22 years’ experience, Todd was Head of Small Companies and Growth at BNP Paribas prior to Moelis and Head of Small Company research at Burdett, Buckeridge & Young prior to that.

Todd holds a Graduate Diploma of Applied Finance & Investment from the Securities Institute of Australia and has completed an Associate Course majoring in Accounting at the Australian Society of Accountants in Sydney. Todd also holds a Bachelor of Economics from Macquarie University.

 William Curtayne

Milford Asset Management

  William  Curtayne

Milford Asset Management

William joined Milford in 2010 and has been working from Milford’s Sydney office since its establishment in 2014.


‍William is the Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. He visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high quality investment ideas.

William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.