Fund Manager Selection Committee

The Fund Manager Selection Committee oversees the nomination and selection process of the Conference Fund Managers who present their highest conviction idea at the annual Sohn Hearts & Minds Investment Leaders Conference.

 Gary Weiss AM

Chair

  Gary  Weiss AM

Chair

Dr Weiss AM is currently the Executive Director of Ariadne Australia Limited. Dr Weiss AM is Chairman of Ardent Leisure Group, Ridley Corporation Ltd and Estia Health Ltd, and a Non-Executive Director of Thorney Opportunities Ltd and The Straits Trading Company Limited.

 David Wright

  David  Wright

David Wright is a Managing Partner and joint founder of Zenith Investment Partners (Zenith).

David established Zenith in October 2002 and has extensive investment industry experience. David’s role includes overall responsibility of the business and remains closely involved in servicing the Firm’s investment consulting clients with portfolio construction, management and monitoring advice.

Prior to establishing Zenith, David held senior positions within the financial services industry including IWL Ltd (Head of Research), an ASX listed company in which he was also a significant equity holder. David was instrumental in building and further developing IWL's managed investment research methodology and process and expanding the group's distribution of research to financial advisers. Other roles included Associate Director and Head of Managed Funds research at Lonsdale Limited and an analyst with the Advisor Group, a national financial planning group.

David has extensive experience researching, assessing and rating many forms of managed investments including, unlisted managed funds, listed managed investments including LIC’s, ETF’s, ETMF’s and property syndicates.

David is also a former practitioner lecturer of the Securities Institute of Australia (now FINSIA).

 Rory Lucas

  Rory  Lucas

Rory has worked in the Australian and global equity markets for nearly 30 years. Whilst having worked in a variety of roles, his specialty is in trade execution as well as portfolio construction and risk management.

 Michael Walsh

  Michael  Walsh

Michael Walsh is a founding member of the organising committee for the Sohn Hearts & Minds Investment Leaders Conference and has been critical in the success of the event. Michael Walsh is currently a Senior Advisor, UBS Global Markets and Head of Global Family Offices, UBS ANZ.

Brief history at UBS -

2020: Member of the UBS Sustainable taskforce and UBS social impact committee.

2019: Founder of the UBS future of Australia series. This is a forum for world’s leading though leaders and speakers. Topics are focused on future insights and industries UBS has been the leading investment bank in ANZ for the last 25 years, my role is to ensure we maintain the thought leadership.

2016: Co-founder and arranger of the Annual UBS Australasia Conference. This is now the leading Investment bank conference in ANZ.

2015: A member of the foundation and organising committee that established the Sohn Hearts & Minds Conference – the most successful investment conference in Australasia dedicated to supporting medical research.

2005: UBS – set up the global equity business in Sydney providing research, sales and advisory to domestic clients in global equities.

2003: UBS - foundered the Family Office Business which eventually formed the UBS Global Family Office Business in Australia & NZ. This business continues today and involves advising clients on public markets and private markets opportunities in venture capital and private equity.

2001: UBS Warburg, Sydney Co-Founded UBS successful Prime Brokerage business in ANZ. The group was at forefront of the emerging Hedge fund /alternative asset management industry.

2000: UBS Warburg – assisted to run desk Hong Kong.

1997 – 2000: SBC -Warburg, Sydney Established successful middle markets business which catered for the emerging boutique fund management industry. The group seeded / supported some of the most successful fund managers in ANZ.

1994 – 1996: SBC - Warburg Global Markets Institutional Account Management Equity Capital Markets, Sydney. Joint founder of stockbroker’s foundation (raised $29m so far).

1989 – 1993: SG Warburg (Potter Warburg Division), London & New York Global Markets Equities Sales / Global Account Management Desk Head, London, UK.

1987: Potter Partners, Melbourne Global Markets, Equities Sales Institutional account management.