The Global View: Volatility delivering the goods for stock pickers

Debuting at this year's Conference, Head of Claremont Global Bob Desmond talks about the investment opportunities presented by the current market volatility.

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August 31st, 2022
 

Putin critic and author Bill Browder to headline Sohn investor conference

Bill Browder, one of Putin's fiercest critics, the founder of Hermitage Capital and the man behind the Magnitsky Law, will headline this year's Sohn Hearts & Minds investor conference.

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August 31st, 2022
 

Sohn Hearts & Minds looks beyond tech ahead of Hobart event

Keynote speaker Bill Browder is the former Hermitage Capital hedge fund manager who has lobbied governments to black-list senior Russian officials attempting to shift their assets offshore.

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August 31st, 2022
 

‘Putin’s number one foreign enemy’ to address Aussie finance event

Bill Browder, who is viewed as a key enemy of Russia’s government will address Australian investors on the war in Ukraine at this year’s Sohn Hearts & Minds conference.

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August 31st, 2022
 

VCCRI: How does space travel affect the human body?

Professor Jason Kovacic from Victor Chang Cardiac Research Institute explains how deep space travel impacts the human body and heart health.

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August 29th, 2022
 

Airlie: Why Emma Fisher is uncharacteristically 'glass half-empty' on the ASX

Emma Fisher talks about market cycles and why her outlook on the roll-off from peak inflation is uncharacteristically pessimistic.

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August 26th, 2022
 

Munro: 3 factors that shape whether we are at the bottom yet

Chief Investment Officer of Munro Partners Nick Griffin believes there are three important factors that must be considered in determining whether market bottom has been reached.

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August 24th, 2022
 

Cerebral Palsy Alliance: Changing the GAME

A research team at Cerebral Palsy Alliance is working to develop a world-first, early-intervention therapy approach for infants with cerebral palsy called ‘GAME’ (Goals, Activity, Motor Enrichment).

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August 24th, 2022
 

Auscap: The high quality retailer trading at a bargain

2022 Conference Fund Manager Tim Carleton of Auscap Asset Management explains why Nick Scali ('NCK') is one of the highest conviction stocks in his portfolio.

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August 23rd, 2022
 

Howard Marks: More reasons for offensive rather than defensive investing right now

Howard Marks shares his thoughts on how investors should think about risk as he balances the arguments for and against taking a defensive approach.

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August 19th, 2022
 

Jun Bei Liu: A defensive staple trading at an attractive discount

Jun Bei Liu of Tribeca Investment Partners discusses her 2020 Sohn Hearts & Minds Conference pick Treasury Wine (‘TWE’) and her broader outlook for the company and its sector.

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August 18th, 2022
 

The Australian Investors Podcast: Nick Griffin

Chief Investment Officer of Munro Partners and 2022 Conference Fund Manager Nick Griffin speaks about his investment philosophy, Munro's Areas of Interest and the impact of geopolitical tensions.

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August 17th, 2022
 

Invest in the Journey: Inflation Reduction Act

Munro Partners’ Responsible Investment Manager Mike Harut and Partner, Portfolio Manager and Climate Co-Lead James Tsinidis discuss investment tailwinds created by the US Inflation Reduction Act.

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August 15th, 2022
 

Scaling Up: Rent the Runway

Co-Founder and CEO of Rent the Runway (‘RENT’) Jennifer Hyman shares the scaling challenges of creating a closet in the cloud for over 2.5 million American women.

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August 10th, 2022
 

VCCRI: Update on historic pregnancy breakthrough

Australia’s first clinical trial to potentially identify pregnant women at risk of recurrent miscarriages or having a baby with birth defects is currently underway.

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August 10th, 2022
 

Invest in the Journey: Munro's long-only strategy

Jeremy Gibson, Partner and Portfolio Manager at Munro Partners, delves into where the portfolio is currently positioned in addition to his outlook for the months and years ahead.

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August 5th, 2022
 

The Florey: New target in MND drug discovery

The Florey investigates how a previously underappreciated cell type potentially contributes to the progressive loss of motor neurons in Motor Neurone Disease (MND).

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August 3rd, 2022


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