Board of Directors
Our Board of Directors is an experienced group of investment management professionals, with a broad range of financial and commercial expertise. Each Director contributes their time and expertise on a pro-bono basis to support our philanthropic mission.
Investment Committee
The Investment Committee meets regularly to review the portfolio and to ensure HM1 delivers on its stated investment strategy.
Conference Fund Manager Selection Committee
The Conference 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 Conference.
Management Team
Our Management Team oversees day-to-day operations, driving the delivery of HM1’s investment and philanthropic objectives.
Service Providers
The ongoing support of our key service providers is critical to achieving HM1’s philanthropic purpose, enabling us to maximise our impact.
Brett Jollie
Brett Jollie
Brett is an experienced business leader with a three-decade career spanning Australia, Europe, and Asia, specialising in funds management. He has a strong track record in developing, executing, and overseeing strategy at all levels of an investment business, with deep expertise in organisational change and the creation of innovative products and services.
Before joining Hearts & Minds Investments, Brett spent 23 years at Aberdeen Asset Management ("abrdn") in Australia and the UK, including 14 years as CEO of abrdn Australia. He also served as a Partner at Mavin Advisory Group, a specialist investment and wealth management consulting firm.
With over a decade of board-level experience, Brett has held roles as a non-executive director, committee chair, and investment committee member. His board highlights include serving as a non-executive director at FundBase Group, executive director of abrdn Australia, director of the Financial Services Council (FSC), chair of the FSC Funds Management Board Committee, investment committee member of the TIP Financial Services Opportunities Fund, and council member of the Australian British Chamber of Commerce.
Brett holds a Bachelor of Economics from Macquarie University, along with graduate diplomas in Applied Finance & Investment and Financial Planning. He is a Fellow of the Financial Services Institute of Australia and a graduate member of the Australian Institute of Company Directors.
Brett Jollie
Brett is an experienced business leader with a three-decade career spanning Australia, Europe, and Asia, specialising in funds management. He has a strong track record in developing, executing, and overseeing strategy at all levels of an investment business, with deep expertise in organisational change and the creation of innovative products and services.
Before joining Hearts & Minds Investments, Brett spent 23 years at Aberdeen Asset Management ("abrdn") in Australia and the UK, including 14 years as CEO of abrdn Australia. He also served as a Partner at Mavin Advisory Group, a specialist investment and wealth management consulting firm.
With over a decade of board-level experience, Brett has held roles as a non-executive director, committee chair, and investment committee member. His board highlights include serving as a non-executive director at FundBase Group, executive director of abrdn Australia, director of the Financial Services Council (FSC), chair of the FSC Funds Management Board Committee, investment committee member of the TIP Financial Services Opportunities Fund, and council member of the Australian British Chamber of Commerce.
Brett holds a Bachelor of Economics from Macquarie University, along with graduate diplomas in Applied Finance & Investment and Financial Planning. He is a Fellow of the Financial Services Institute of Australia and a graduate member of the Australian Institute of Company Directors.
Brett Paton
Brett Paton
Brett is currently Chairman of ASX listed Pointsbet Limited and Murray Cod Australia. He is also Chairman of EFM Asset Management. He has worked in a range of senior positions including Chairman of Escala Pty Ltd, Vice Chairman at UBS Australia where he spent 23 years and 5 years at Citi serving as Vice Chairman Australia, Institutional Clients Group. Brett has served as a Non-Executive Director of Tabcorp Limited and Chair of Audit and Risk for its demerged entity, Echo Entertainment, giving him valuable insights into the functions expected of ASX 100 Boards. He was a Council Member at RMIT University and Chair of the Risk and Audit Committee. He is a qualified Chartered Accountant.
Brett Paton
Brett is currently Chairman of ASX listed Pointsbet Limited and Murray Cod Australia. He is also Chairman of EFM Asset Management. He has worked in a range of senior positions including Chairman of Escala Pty Ltd, Vice Chairman at UBS Australia where he spent 23 years and 5 years at Citi serving as Vice Chairman Australia, Institutional Clients Group. Brett has served as a Non-Executive Director of Tabcorp Limited and Chair of Audit and Risk for its demerged entity, Echo Entertainment, giving him valuable insights into the functions expected of ASX 100 Boards. He was a Council Member at RMIT University and Chair of the Risk and Audit Committee. He is a qualified Chartered Accountant.
Charlie Lanchester
Charlie Lanchester
Charlie is a former Managing Director of BlackRock, one of the world’s leading fund managers. He was head of the Fundamental Active Equities team in Australia. He has been a fund manager for 30 years with his career also spanning Schroders in London, Platinum Asset Management and Perpetual Investments where he was Deputy Head of Equities. Charlie is the Chair of SurfAid, a not-for-profit charity committed to improving the health, wellbeing and resilience of families living in isolated regions connected to us through surfing. SurfAid operates in the remote areas of Indonesia and the Solomon Islands. Charlie is also a director of The Australia Institute, a think tank based in Canberra.
Charlie Lanchester
Charlie is a former Managing Director of BlackRock, one of the world’s leading fund managers. He was head of the Fundamental Active Equities team in Australia. He has been a fund manager for 30 years with his career also spanning Schroders in London, Platinum Asset Management and Perpetual Investments where he was Deputy Head of Equities. Charlie is the Chair of SurfAid, a not-for-profit charity committed to improving the health, wellbeing and resilience of families living in isolated regions connected to us through surfing. SurfAid operates in the remote areas of Indonesia and the Solomon Islands. Charlie is also a director of The Australia Institute, a think tank based in Canberra.
Chris Cuffe AO
Chris Cuffe AO
Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. Chris is now involved in a portfolio of activities in the investment and non-profit sectors which include:
- member of the Investment Committee of UniSuper, which provides superannuation services to employees of Australia's higher education and research sector;
- member of the investment Committee of the Paul Ramsay Foundation, Australia’s largest charitable foundation;
- chairman of Australian Philanthropic Services and portfolio manager of the APS Foundation;
- director of listed companies Global Value Fund and Argo Investments;
- director of unlisted private debt companies Keyview and Ventra Capital;
- and founder, director and portfolio manager of Third Link Growth Fund.
Chris was previously a non-executive director of UniSuper from 2007 to 2017, of which the last six years was as Chairman. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants in Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
Chris Cuffe AO
Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. Chris is now involved in a portfolio of activities in the investment and non-profit sectors which include:
- member of the Investment Committee of UniSuper, which provides superannuation services to employees of Australia's higher education and research sector;
- member of the investment Committee of the Paul Ramsay Foundation, Australia’s largest charitable foundation;
- chairman of Australian Philanthropic Services and portfolio manager of the APS Foundation;
- director of listed companies Global Value Fund and Argo Investments;
- director of unlisted private debt companies Keyview and Ventra Capital;
- and founder, director and portfolio manager of Third Link Growth Fund.
Chris was previously a non-executive director of UniSuper from 2007 to 2017, of which the last six years was as Chairman. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants in Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
Chris Cuffe AO
Chair
Chris Cuffe AO
Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. Chris is now involved in a portfolio of activities in the investment and non-profit sectors which include:
- member of the Investment Committee of UniSuper, which provides superannuation services to employees of Australia's higher education and research sector;
- member of the investment Committee of the Paul Ramsay Foundation, Australia’s largest charitable foundation;
- chairman of Australian Philanthropic Services and portfolio manager of the APS Foundation;
- director of listed companies Global Value Fund and Argo Investments;
- director of unlisted private debt companies Keyview and Ventra Capital;
- and founder, director and portfolio manager of Third Link Growth Fund.
Chris was previously a non-executive director of UniSuper from 2007 to 2017, of which the last six years was as Chairman. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants in Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
Chris Cuffe AO
Commencing his career as a chartered accountant, Chris Cuffe entered the funds management industry in 1985. In 1988 he joined Colonial First State where he was CEO from 1990 until 2003. In 2003 he became CEO of the listed Challenger Group. Chris is now involved in a portfolio of activities in the investment and non-profit sectors which include:
- member of the Investment Committee of UniSuper, which provides superannuation services to employees of Australia's higher education and research sector;
- member of the investment Committee of the Paul Ramsay Foundation, Australia’s largest charitable foundation;
- chairman of Australian Philanthropic Services and portfolio manager of the APS Foundation;
- director of listed companies Global Value Fund and Argo Investments;
- director of unlisted private debt companies Keyview and Ventra Capital;
- and founder, director and portfolio manager of Third Link Growth Fund.
Chris was previously a non-executive director of UniSuper from 2007 to 2017, of which the last six years was as Chairman. In October 2007 Chris was inducted into the Australian Fund Manager’s RBS Hall of Fame for services to the investment industry. In 2017 he was appointed as an Officer in the General Division of the Order of Australia. Chris holds a Bachelor of Commerce from the University of New South Wales and a Diploma from the Securities Institute of Australia. He is a Fellow of the Chartered Accountants in Australia and New Zealand, a Fellow of the Institute of Company Directors and an Associate of the Financial Services Institute of Australasia.
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).
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).
Dr Gary Weiss AM
Dr Gary Weiss AM
Dr Weiss has extensive global experience across a range of industries, both at executive and board levels. Dr Weiss is Executive Director of Ariadne Australia Ltd, a diversified investment company with investments in a variety of sectors. He is the Chairman of Ardent Leisure Limited, Cromwell Property Group and Estia Health Limited. He is a Non-Executive Director of Hearts & Minds Investments Limited, Thorney Opportunities Limited, the Victor Chang Cardiac Research Institute and The Centre for Independent Studies.
Dr Weiss was Chairman of Ridley Corporation Limited from June 2010 until August 2020, Clearview Wealth Limited from July 2013 until May 2016 and of Coats plc from 2003 until April 2012 and executive director of Guinness Peat Group plc from 1990 to April 2011. He has also held directorships of numerous companies, including The Straits Trading Co Ltd in Singapore, Premier Investments Limited, Tag Pacific Limited, Westfield Group, Tower Australia Ltd, Australian Wealth Management Limited, Tyndall Australia Ltd (Deputy Chairman), Joe White Maltings Ltd (Chairman), CIC Ltd, Whitlam Turnbull & Co Ltd and Industrial Equity Ltd. Dr Weiss was also a director of Brisbane Broncos Ltd (formerly Pacific Sports Entertainment Ltd), an ASX-listed company which owns the Brisbane Broncos.
Dr Weiss is also a Commissioner of the Australian Rugby League Commission. In 2019, Dr Weiss was awarded the Member (AM) in the General Division of the Order of Australia for significant service to business, and to the community. Dr Weiss holds an LLB (Hons) and LLM from Victoria University of Wellington and a Doctor of the Science of Law (JSD) from Cornell University. He was admitted as a Barrister and Solicitor of the Supreme Court of New Zealand, a Barrister and Solicitor of the Supreme Court of Victoria and as a Solicitor of the Supreme Court of New South Wales.
Dr Gary Weiss AM
Dr Weiss has extensive global experience across a range of industries, both at executive and board levels. Dr Weiss is Executive Director of Ariadne Australia Ltd, a diversified investment company with investments in a variety of sectors. He is the Chairman of Ardent Leisure Limited, Cromwell Property Group and Estia Health Limited. He is a Non-Executive Director of Hearts & Minds Investments Limited, Thorney Opportunities Limited, the Victor Chang Cardiac Research Institute and The Centre for Independent Studies.
Dr Weiss was Chairman of Ridley Corporation Limited from June 2010 until August 2020, Clearview Wealth Limited from July 2013 until May 2016 and of Coats plc from 2003 until April 2012 and executive director of Guinness Peat Group plc from 1990 to April 2011. He has also held directorships of numerous companies, including The Straits Trading Co Ltd in Singapore, Premier Investments Limited, Tag Pacific Limited, Westfield Group, Tower Australia Ltd, Australian Wealth Management Limited, Tyndall Australia Ltd (Deputy Chairman), Joe White Maltings Ltd (Chairman), CIC Ltd, Whitlam Turnbull & Co Ltd and Industrial Equity Ltd. Dr Weiss was also a director of Brisbane Broncos Ltd (formerly Pacific Sports Entertainment Ltd), an ASX-listed company which owns the Brisbane Broncos.
Dr Weiss is also a Commissioner of the Australian Rugby League Commission. In 2019, Dr Weiss was awarded the Member (AM) in the General Division of the Order of Australia for significant service to business, and to the community. Dr Weiss holds an LLB (Hons) and LLM from Victoria University of Wellington and a Doctor of the Science of Law (JSD) from Cornell University. He was admitted as a Barrister and Solicitor of the Supreme Court of New Zealand, a Barrister and Solicitor of the Supreme Court of Victoria and as a Solicitor of the Supreme Court of New South Wales.
Dr Gary Weiss AM
Chair
Dr Gary Weiss AM
Dr Weiss has extensive global experience across a range of industries, both at executive and board levels. Dr Weiss is Executive Director of Ariadne Australia Ltd, a diversified investment company with investments in a variety of sectors. He is the Chairman of Ardent Leisure Limited, Cromwell Property Group and Estia Health Limited. He is a Non-Executive Director of Hearts & Minds Investments Limited, Thorney Opportunities Limited, the Victor Chang Cardiac Research Institute and The Centre for Independent Studies.
Dr Weiss was Chairman of Ridley Corporation Limited from June 2010 until August 2020, Clearview Wealth Limited from July 2013 until May 2016 and of Coats plc from 2003 until April 2012 and executive director of Guinness Peat Group plc from 1990 to April 2011. He has also held directorships of numerous companies, including The Straits Trading Co Ltd in Singapore, Premier Investments Limited, Tag Pacific Limited, Westfield Group, Tower Australia Ltd, Australian Wealth Management Limited, Tyndall Australia Ltd (Deputy Chairman), Joe White Maltings Ltd (Chairman), CIC Ltd, Whitlam Turnbull & Co Ltd and Industrial Equity Ltd. Dr Weiss was also a director of Brisbane Broncos Ltd (formerly Pacific Sports Entertainment Ltd), an ASX-listed company which owns the Brisbane Broncos.
Dr Weiss is also a Commissioner of the Australian Rugby League Commission. In 2019, Dr Weiss was awarded the Member (AM) in the General Division of the Order of Australia for significant service to business, and to the community. Dr Weiss holds an LLB (Hons) and LLM from Victoria University of Wellington and a Doctor of the Science of Law (JSD) from Cornell University. He was admitted as a Barrister and Solicitor of the Supreme Court of New Zealand, a Barrister and Solicitor of the Supreme Court of Victoria and as a Solicitor of the Supreme Court of New South Wales.
Dr Gary Weiss AM
Dr Weiss has extensive global experience across a range of industries, both at executive and board levels. Dr Weiss is Executive Director of Ariadne Australia Ltd, a diversified investment company with investments in a variety of sectors. He is the Chairman of Ardent Leisure Limited, Cromwell Property Group and Estia Health Limited. He is a Non-Executive Director of Hearts & Minds Investments Limited, Thorney Opportunities Limited, the Victor Chang Cardiac Research Institute and The Centre for Independent Studies.
Dr Weiss was Chairman of Ridley Corporation Limited from June 2010 until August 2020, Clearview Wealth Limited from July 2013 until May 2016 and of Coats plc from 2003 until April 2012 and executive director of Guinness Peat Group plc from 1990 to April 2011. He has also held directorships of numerous companies, including The Straits Trading Co Ltd in Singapore, Premier Investments Limited, Tag Pacific Limited, Westfield Group, Tower Australia Ltd, Australian Wealth Management Limited, Tyndall Australia Ltd (Deputy Chairman), Joe White Maltings Ltd (Chairman), CIC Ltd, Whitlam Turnbull & Co Ltd and Industrial Equity Ltd. Dr Weiss was also a director of Brisbane Broncos Ltd (formerly Pacific Sports Entertainment Ltd), an ASX-listed company which owns the Brisbane Broncos.
Dr Weiss is also a Commissioner of the Australian Rugby League Commission. In 2019, Dr Weiss was awarded the Member (AM) in the General Division of the Order of Australia for significant service to business, and to the community. Dr Weiss holds an LLB (Hons) and LLM from Victoria University of Wellington and a Doctor of the Science of Law (JSD) from Cornell University. He was admitted as a Barrister and Solicitor of the Supreme Court of New Zealand, a Barrister and Solicitor of the Supreme Court of Victoria and as a Solicitor of the Supreme Court of New South Wales.
Geoff Wilson AO
Geoff Wilson AO
Geoff Wilson has over 44 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997 and has grown the fund manager to be one of the leading boutique Australian fund managers. In 2014 Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and subsequently Future Generation Global Investment Company Limited.
Wilson Asset Management is an investment manager based in Sydney, Australia and owned by Geoff. Today, Wilson Asset Management is comprised of 17 investment professionals who offer a combined investment experience of more than 200 years. Wilson Asset Management manages $5 billion between eight Listed Investment Companies on the Australian Stock Exchange on behalf of more than 130,000 investors.
Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD).
In addition to Geoff’s Directorships with the Wilson Asset Management Group and the Future Generation Companies, he also holds Directorships with Global Value Fund (since 2014), Hearts and Minds Investments Limited (since 2018), Sporting Chance Cancer Foundation (since 1997) and the Australia Rugby Foundation (2024).
Geoff Wilson AO
Geoff Wilson has over 44 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997 and has grown the fund manager to be one of the leading boutique Australian fund managers. In 2014 Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company Limited and subsequently Future Generation Global Investment Company Limited.
Wilson Asset Management is an investment manager based in Sydney, Australia and owned by Geoff. Today, Wilson Asset Management is comprised of 17 investment professionals who offer a combined investment experience of more than 200 years. Wilson Asset Management manages $5 billion between eight Listed Investment Companies on the Australian Stock Exchange on behalf of more than 130,000 investors.
Geoff holds a Bachelor of Science, a Graduate Management Qualification and is a Fellow of the Financial Services Institute of Australia and the Australian Institute of Company Directors (AICD).
In addition to Geoff’s Directorships with the Wilson Asset Management Group and the Future Generation Companies, he also holds Directorships with Global Value Fund (since 2014), Hearts and Minds Investments Limited (since 2018), Sporting Chance Cancer Foundation (since 1997) and the Australia Rugby Foundation (2024).
Guy Fowler OAM
Guy Fowler OAM
Guy is a co-founder of the Hearts and Minds Investment Conference. He is currently Co-Executive Chairman of Barrenjoey Partners and has been involved in financial markets for over 30 years. He spent 27 years at UBS Australia in various roles including Head of Corporate Finance and Head of Equity Capital Markets. In these roles he has advised on many of the largest and most complex equity capital markets and corporate transactions completed in Australia.
Guy is a Panel Member of Adara Partners where he donates his time to advise on corporate transactions. He has a Bachelor of Economics from Macquarie University and is a qualified Chartered Accountant.
Guy Fowler OAM
Guy is a co-founder of the Hearts and Minds Investment Conference. He is currently Co-Executive Chairman of Barrenjoey Partners and has been involved in financial markets for over 30 years. He spent 27 years at UBS Australia in various roles including Head of Corporate Finance and Head of Equity Capital Markets. In these roles he has advised on many of the largest and most complex equity capital markets and corporate transactions completed in Australia.
Guy is a Panel Member of Adara Partners where he donates his time to advise on corporate transactions. He has a Bachelor of Economics from Macquarie University and is a qualified Chartered Accountant.
Lorraine Berends AM
Lorraine Berends AM
Ms Berends has worked in the financial services industry for over 35 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Ms Berends contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Ms Berends has been awarded Life Membership of both IMCA Australia and ASFA. She holds a Bachelor of Science from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Ms Berends is an independent non-executive director of ASX listed Pinnacle Investment Management Group Limited and of listed investment companies Antipodes Global Investment Company Limited, Plato Income Maximiser Limited and Spheria Emerging Companies Limited. She is also an independent non-executive director of BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Securities Administration Limited (collectively the BTFG Superannuation Board). She is a director of MDC Foundation Limited (a not for profit company) and a member of the QSuper Investment Committee.
Lorraine Berends AM
Ms Berends has worked in the financial services industry for over 35 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Ms Berends contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Ms Berends has been awarded Life Membership of both IMCA Australia and ASFA. She holds a Bachelor of Science from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Ms Berends is an independent non-executive director of ASX listed Pinnacle Investment Management Group Limited and of listed investment companies Antipodes Global Investment Company Limited, Plato Income Maximiser Limited and Spheria Emerging Companies Limited. She is also an independent non-executive director of BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Securities Administration Limited (collectively the BTFG Superannuation Board). She is a director of MDC Foundation Limited (a not for profit company) and a member of the QSuper Investment Committee.
Lorraine Berends AM
Chair
Lorraine Berends AM
Ms Berends has worked in the financial services industry for over 35 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Ms Berends contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Ms Berends has been awarded Life Membership of both IMCA Australia and ASFA. She holds a Bachelor of Science from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Ms Berends is an independent non-executive director of ASX listed Pinnacle Investment Management Group Limited and of listed investment companies Antipodes Global Investment Company Limited, Plato Income Maximiser Limited and Spheria Emerging Companies Limited. She is also an independent non-executive director of BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Securities Administration Limited (collectively the BTFG Superannuation Board). She is a director of MDC Foundation Limited (a not for profit company) and a member of the QSuper Investment Committee.
Lorraine Berends AM
Ms Berends has worked in the financial services industry for over 35 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014 she worked for 15 years with US based investment manager Marvin & Palmer Associates. Ms Berends contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Ms Berends has been awarded Life Membership of both IMCA Australia and ASFA. She holds a Bachelor of Science from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Ms Berends is an independent non-executive director of ASX listed Pinnacle Investment Management Group Limited and of listed investment companies Antipodes Global Investment Company Limited, Plato Income Maximiser Limited and Spheria Emerging Companies Limited. She is also an independent non-executive director of BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Securities Administration Limited (collectively the BTFG Superannuation Board). She is a director of MDC Foundation Limited (a not for profit company) and a member of the QSuper Investment Committee.
Maggie O'Neill
Maggie O'Neill
Maggie O’Neill is passionate about connecting people and bold ideas to drive meaningful change and deliver lasting impact. As a founding team member of Hearts & Minds, she has played a key role in growing the organisation into one of Australia’s leading corporate givers - on track to donate $100 million to Australian medical research within its first 10 years.
Maggie is Chief Operating Officer of Hearts and Minds Investments Limited (HM1), an $800m+ ASX-listed fund with a dual purpose: delivering investment returns while accelerating medical breakthroughs through long-term funding and strategic partnerships.
She is also co-founder of Sohn Hearts & Minds - Australia’s premier finance and philanthropy conference - which has toured iconic venues including the Sydney Opera House, Melbourne’s Hamer Hall, MONA in Hobart, and Adelaide’s Festival Theatre.
Maggie started her career at UBS, gaining multidisciplinary experience across asset management, wealth management, and corporate communications.
A believer in lifelong learning, she has completed executive education at Stanford Graduate School of Business, and postgraduate studies in Creative Intelligence at UTS. Her international study experiences in Sweden, China, and the United States continue to shape her thinking and curiosity.
Outside of work, she’s happiest when hosting memorable dinner parties or taking on new fitness challenges.
Maggie O'Neill
Maggie O’Neill is passionate about connecting people and bold ideas to drive meaningful change and deliver lasting impact. As a founding team member of Hearts & Minds, she has played a key role in growing the organisation into one of Australia’s leading corporate givers - on track to donate $100 million to Australian medical research within its first 10 years.
Maggie is Chief Operating Officer of Hearts and Minds Investments Limited (HM1), an $800m+ ASX-listed fund with a dual purpose: delivering investment returns while accelerating medical breakthroughs through long-term funding and strategic partnerships.
She is also co-founder of Sohn Hearts & Minds - Australia’s premier finance and philanthropy conference - which has toured iconic venues including the Sydney Opera House, Melbourne’s Hamer Hall, MONA in Hobart, and Adelaide’s Festival Theatre.
Maggie started her career at UBS, gaining multidisciplinary experience across asset management, wealth management, and corporate communications.
A believer in lifelong learning, she has completed executive education at Stanford Graduate School of Business, and postgraduate studies in Creative Intelligence at UTS. Her international study experiences in Sweden, China, and the United States continue to shape her thinking and curiosity.
Outside of work, she’s happiest when hosting memorable dinner parties or taking on new fitness challenges.
Matthew Grounds AM
Matthew Grounds AM
Matthew is a co-founder of the Hearts and Minds Investment Conference. He is currently the Co-Executive Chairman of Barrenjoey Capital.
Prior to Barrenjoey, Matthew held a number of local and global senior leadership roles at UBS over a 25 year period, including Joint Global Head of the Investment Banking business, Head of Capital Markets, Head of the Corporate Advisory business and, most recently, Chief Executive Officer and Country Head of UBS Australasia from 2008 to 2019 when he retired. In these roles Matthew has advised on many of the largest and most complex equity capital markets and corporate transactions completed in Australia.
Matthew is also Chairman of the Victor Chang Cardiac Research Institute, a member of the University of New South Wales Council, an Advisory Board Member of JDRF, a Director of the Financial Markets for Children Foundation, a Panel Member of Adara Partners and Chairman of NSW Govt. Cardiovascular Research Advisory Group.
Matthew holds a Bachelor of Commerce (Finance major) from the University of New South Wales and a Bachelor of Laws from the University of New South Wales.
Matthew Grounds AM
Matthew is a co-founder of the Hearts and Minds Investment Conference. He is currently the Co-Executive Chairman of Barrenjoey Capital.
Prior to Barrenjoey, Matthew held a number of local and global senior leadership roles at UBS over a 25 year period, including Joint Global Head of the Investment Banking business, Head of Capital Markets, Head of the Corporate Advisory business and, most recently, Chief Executive Officer and Country Head of UBS Australasia from 2008 to 2019 when he retired. In these roles Matthew has advised on many of the largest and most complex equity capital markets and corporate transactions completed in Australia.
Matthew is also Chairman of the Victor Chang Cardiac Research Institute, a member of the University of New South Wales Council, an Advisory Board Member of JDRF, a Director of the Financial Markets for Children Foundation, a Panel Member of Adara Partners and Chairman of NSW Govt. Cardiovascular Research Advisory Group.
Matthew holds a Bachelor of Commerce (Finance major) from the University of New South Wales and a Bachelor of Laws from the University of New South Wales.
Michael Traill AM
Michael Traill AM
Michael founded Social Ventures Australia in 2002, after 15 years as a co-founder and Executive Director of Macquarie Group’s private equity arm, Macquarie Direct Investment. Having stepped down as CEO of Social Ventures in 2014, Michael currently has a range of primarily social purpose Chair and board roles including Chair of Goodstart Early Learning; Executive Director of For Purpose Investments, a Director of M H Carnegie & Co, Sunsuper and a member of the Council of the National Museum of Australia.
Michael is the author of ‘Jumping Ship – From the world of corporate Australia to the heart of social investment’ which won the prestigious Ashurst Business Literature Prize. The book reflects on his personal and professional journey and has been a widely acclaimed manifesto for change and action in the social purpose sector. In 2010 Michael was made a member of the Order of Australia in recognition of his services to non-profit organisations.
Michael holds a BA (Hons) from the University of Melbourne and an MBA from Harvard University.
Michael Traill AM
Michael founded Social Ventures Australia in 2002, after 15 years as a co-founder and Executive Director of Macquarie Group’s private equity arm, Macquarie Direct Investment. Having stepped down as CEO of Social Ventures in 2014, Michael currently has a range of primarily social purpose Chair and board roles including Chair of Goodstart Early Learning; Executive Director of For Purpose Investments, a Director of M H Carnegie & Co, Sunsuper and a member of the Council of the National Museum of Australia.
Michael is the author of ‘Jumping Ship – From the world of corporate Australia to the heart of social investment’ which won the prestigious Ashurst Business Literature Prize. The book reflects on his personal and professional journey and has been a widely acclaimed manifesto for change and action in the social purpose sector. In 2010 Michael was made a member of the Order of Australia in recognition of his services to non-profit organisations.
Michael holds a BA (Hons) from the University of Melbourne and an MBA from Harvard University.
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.
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.
BoardRoom
BoardRoom
BoardRoom is a leading provider of integrated and technology focussed share registry, employee equity plan administration, payroll, and corporate secretarial solutions. The group services over 7,500 clients through 850 employees located in Australia, Singapore, Malaysia, Hong Kong, and China. In Australia, BoardRoom supports over 800 listed and unlisted entities at all stages of business, entering into unique partnerships to provide efficient, tailored, and cost-effective solutions.
BoardRoom
BoardRoom is a leading provider of integrated and technology focussed share registry, employee equity plan administration, payroll, and corporate secretarial solutions. The group services over 7,500 clients through 850 employees located in Australia, Singapore, Malaysia, Hong Kong, and China. In Australia, BoardRoom supports over 800 listed and unlisted entities at all stages of business, entering into unique partnerships to provide efficient, tailored, and cost-effective solutions.
Charter Hall
Charter Hall
With over 28 years’ experience in property investment and funds management, Charter Hall Group (ASX: CHC) is one of Australia’s leading fully integrated property groups. We use our property expertise to access, deploy, manage and invest equity across our core sectors – office, industrial and logistics, retail, and social infrastructure. Acting in the best interest of customers and communities, we combine insight and inventiveness to unlock hidden value. The impacts of what we do are far-reaching – from helping businesses succeed by supporting their evolving workplace needs, to providing investors with superior returns for a better retirement, we’re driven to go further.
Charter Hall
With over 28 years’ experience in property investment and funds management, Charter Hall Group (ASX: CHC) is one of Australia’s leading fully integrated property groups. We use our property expertise to access, deploy, manage and invest equity across our core sectors – office, industrial and logistics, retail, and social infrastructure. Acting in the best interest of customers and communities, we combine insight and inventiveness to unlock hidden value. The impacts of what we do are far-reaching – from helping businesses succeed by supporting their evolving workplace needs, to providing investors with superior returns for a better retirement, we’re driven to go further.
Citco Fund Services
Citco Fund Services
The Citco Group of Companies (Citco) is a leading provider of asset servicing solutions to the global alternative investment industry. With over US $1 trillion in assets under administration and 7,000 staff deployed across 40 countries, Citco’s unique culture of innovation and client-driven solutions have provided Citco’s clients with a trusted partner for almost five decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services companies offer a full suite of middle office and back office services including, treasury and loan handling, daily NAV calculations and investor services, corporate services, regulatory and risk reporting as well as tax and financial reporting services. Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as a flagbearer for the asset servicing industry.
Citco Fund Services
The Citco Group of Companies (Citco) is a leading provider of asset servicing solutions to the global alternative investment industry. With over US $1 trillion in assets under administration and 7,000 staff deployed across 40 countries, Citco’s unique culture of innovation and client-driven solutions have provided Citco’s clients with a trusted partner for almost five decades. Having grown organically into one of the largest asset servicers in the industry, Citco’s Fund Services companies offer a full suite of middle office and back office services including, treasury and loan handling, daily NAV calculations and investor services, corporate services, regulatory and risk reporting as well as tax and financial reporting services. Investing heavily in innovation and technology whilst further developing its current suite of client friendly solutions, Citco will continue into the future as a flagbearer for the asset servicing industry.
Enfusion
Enfusion
Enfusion, a Clearwater Analytics company, provides the front-office technology foundation that powers modern investment operations for hedge funds and asset managers. The platform delivers real-time portfolio and order management, IBOR, risk analytics, and comprehensive reporting in one system—eliminating traditional operational barriers. By removing batch processing, manual reconciliation, and data duplication, Enfusion enables faster execution and stronger risk oversight across global portfolios. As part of Clearwater, Enfusion supports the industry's most advanced front-to-back investment management solution.
Enfusion
Enfusion, a Clearwater Analytics company, provides the front-office technology foundation that powers modern investment operations for hedge funds and asset managers. The platform delivers real-time portfolio and order management, IBOR, risk analytics, and comprehensive reporting in one system—eliminating traditional operational barriers. By removing batch processing, manual reconciliation, and data duplication, Enfusion enables faster execution and stronger risk oversight across global portfolios. As part of Clearwater, Enfusion supports the industry's most advanced front-to-back investment management solution.
Investorhub
Investorhub
Over 130 companies across Australia and the UK use InvestorHub's direct-to-investor software to better understand and engage with their shareholders. Over 50% of investors don't visit a company's investor centre. Interactive investor hubs change that by providing companies with a registry-connected investor centre 2.0 that is proven to reach and engage more investors.
Investorhub
Over 130 companies across Australia and the UK use InvestorHub's direct-to-investor software to better understand and engage with their shareholders. Over 50% of investors don't visit a company's investor centre. Interactive investor hubs change that by providing companies with a registry-connected investor centre 2.0 that is proven to reach and engage more investors.
King & Wood Mallesons
King & Wood Mallesons
King & Wood Mallesons is a leading international law firm headquartered in Asia with access to a global platform and lawyers in 27 locations around the world. We offer a different perspective on the client experience and combine an unrivalled depth of expertise with the breadth of relationships in our core markets.
We work with our clients to help them understand local challenges, navigate through regional complexity, and to find commercial solutions that deliver a competitive advantage.
We are connecting Asia to the world, and the world to Asia.
King & Wood Mallesons
King & Wood Mallesons is a leading international law firm headquartered in Asia with access to a global platform and lawyers in 27 locations around the world. We offer a different perspective on the client experience and combine an unrivalled depth of expertise with the breadth of relationships in our core markets.
We work with our clients to help them understand local challenges, navigate through regional complexity, and to find commercial solutions that deliver a competitive advantage.
We are connecting Asia to the world, and the world to Asia.
Mont Lawyers
Mont Lawyers
Mont Lawyers is a specialist corporate law firm with significant experience in equity capital markets, corporate acquisitions and disposals, corporate activist and corporate advisory matters.
Our clients include ASX listed entities, responsible entities, corporate groups, their directors, officers and investors.
Mont Lawyers
Mont Lawyers is a specialist corporate law firm with significant experience in equity capital markets, corporate acquisitions and disposals, corporate activist and corporate advisory matters.
Our clients include ASX listed entities, responsible entities, corporate groups, their directors, officers and investors.
Pathzero
Pathzero
Pathzero is the emissions data network for private markets. Pathzero enables asset owners, fund managers and the operating entities they invest in to calculate and share emissions data on one secure technology platform. Pathzero creates software that drives real change within an organisation, supported by trusted carbon experts who help every step of the way.
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Pathzero
Pathzero is the emissions data network for private markets. Pathzero enables asset owners, fund managers and the operating entities they invest in to calculate and share emissions data on one secure technology platform. Pathzero creates software that drives real change within an organisation, supported by trusted carbon experts who help every step of the way.
Pitcher Partners
Pitcher Partners
Pitcher Partners has the resources and depth of expertise of a major firm, but with a smaller firm feel. We give our clients the highest level of personal service and attention. That’s the difference.
Pitcher Partners is an association of independent accounting, auditing and business advisory firms located in Adelaide, Brisbane, Melbourne, Newcastle, Perth and Sydney. We have a strong reputation for providing personal service and quality commercial advice to our clients across a broad range of industries.
We specialise in providing personal service and quality advice to high wealth individuals, small to medium public companies, large proprietary companies, local government, Not-for-Profit organisations and privately owned businesses. Our clients require high technical standards, matched with a personal understanding and involvement in their affairs.
Pitcher Partners
Pitcher Partners has the resources and depth of expertise of a major firm, but with a smaller firm feel. We give our clients the highest level of personal service and attention. That’s the difference.
Pitcher Partners is an association of independent accounting, auditing and business advisory firms located in Adelaide, Brisbane, Melbourne, Newcastle, Perth and Sydney. We have a strong reputation for providing personal service and quality commercial advice to our clients across a broad range of industries.
We specialise in providing personal service and quality advice to high wealth individuals, small to medium public companies, large proprietary companies, local government, Not-for-Profit organisations and privately owned businesses. Our clients require high technical standards, matched with a personal understanding and involvement in their affairs.
Sodali & Co
Sodali & Co
Sodali & Co is a corporate communication and reputation management consultancy, founded on the principle of hard work in support of its clients and their goals. The firm assists corporate clients to push through challenges and to celebrate achievements with the objective of building enduring value for the organisation, its shareholders and its community of stakeholders.
Sodali & Co
Sodali & Co is a corporate communication and reputation management consultancy, founded on the principle of hard work in support of its clients and their goals. The firm assists corporate clients to push through challenges and to celebrate achievements with the objective of building enduring value for the organisation, its shareholders and its community of stakeholders.
XCHEQER
XCHEQER
XCHEQER is an independent provider of fund administration, operational consulting, and digital solutions tailored for the investment management industry. Designed to serve as a seamless extension of asset managers' operations, XCHEQER delivers comprehensive services across Fund Administration, Unit Registry, Middle Office Oversight, and AML/KYC compliance. With deep industry expertise and a flexible service model, XCHEQER eliminates complexity by streamlining processes, enhancing reporting accuracy, and reducing operational risk. From startup funds to established managers, XCHEQER empowers clients with scalable infrastructure and proactive support.
XCHEQER
XCHEQER is an independent provider of fund administration, operational consulting, and digital solutions tailored for the investment management industry. Designed to serve as a seamless extension of asset managers' operations, XCHEQER delivers comprehensive services across Fund Administration, Unit Registry, Middle Office Oversight, and AML/KYC compliance. With deep industry expertise and a flexible service model, XCHEQER eliminates complexity by streamlining processes, enhancing reporting accuracy, and reducing operational risk. From startup funds to established managers, XCHEQER empowers clients with scalable infrastructure and proactive support.
