In this episode of the Hearts & Minds podcast, CIO Charlie Lanchester sits down with Jeremy Bond, Founder of Terra Capital and HM1 Conference Fund Manager.

Discover more about:

Jeremy's Journey: From a young trader in Perth to founding Terra Capital at 28, specialising in natural resources.

Investment Strategies: The importance of balancing micro and macroeconomic factors, managing market volatility, and maintaining long-term investment performance.

Stock Picks: Insights into Jeremy’s 2023 SH&M Conference stock pick, NexGen (NXE.TO), and a new company to watch.

Tune in for a compelling discussion that offers insights into the world of resource investments and the exciting opportunities that lie ahead.

Learn more about Jeremy Bond and Terra Capital here.

Learn more about Hearts and Minds here.

Disclaimer: The content of this podcast is for informational purposes only.

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In this episode, we dive deep into the groundbreaking work of Professor Nadia Badawi, an internationally recognised neonatologist and expert in cerebral palsy and newborn brain conditions. Hosted by Hearts & Minds CEO Paul Rayson, this conversation explores Nadia's journey from her unexpected decision to pursue medicine to her pivotal role in cerebral palsy research and her compassionate approach to neonatal care.

Key Topics Discussed:

• Nadia's Career Path: Insights into her early life, education, and the influences that led her to a career in healthcare.
• Understanding Cerebral Palsy: A detailed explanation of the condition, its causes, and its impact on children and families.
• Research Advances: The significant progress made in reducing the rate and severity of cerebral palsy and the future of cerebral palsy research, including genetic and technological innovations.
• Neonatal Care: The evolution of neonatal intensive care practices and the importance of family involvement in treatment.
• Challenges and Rewards: The emotional and professional challenges of working in neonatal care and the strategies Nadia uses to manage stress and maintain balance.
• Philanthropy's Role: The critical role of philanthropic funding in medical research and the impact of strategic, high-risk investments in innovative research.

Learn more about Nadia and the Cerebral Palsy Alliance here

Learn more about Hearts and Minds here

Disclaimer: The content of this podcast is for informational purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Join us for an engaging episode of the Hearts and Minds Podcast featuring Rikki Bannan, Portfolio Manager at IFM Investors and HM1 Conference Fund Manager.

Hosted by Charlie Lanchester, Chief Investment Officer at HM1, this episode dives deep into Rikki's career journey, investment strategies, and her winning conference stock pick, Telix Pharmaceuticals (ASX.TLX).

Discover her perspectives on the future of the consumer tech and healthcare sectors and gain valuable insights into the small caps market.

In This Episode:

• Rikki Bannan's career path and transition into funds management
• The excitement and challenges of pitching at the Sohn Hearts & Minds Conference
• Insights into the current state of the small caps market
• Trends in consumer tech and healthcare sectors
• Deep dive into Telix Pharmaceuticals' performance and future outlook
• Learn more about Rikki Bannan and IFM Investors here.
• Learn more about Hearts and Minds here.

Disclaimer: The content of this podcast is for informational purposes only.

Hosted on Acast. See acast.com/privacy for more information.

Every day at Hearts & Minds, we engage in conversations that truly matter. We dive deep with our unique brains trust of respected investors, interact with scientists pushing the boundaries of life-saving research, and connect with passionate supporters who are making an impact.

We know you value the contributions we're making, and we want you to be a part of these conversations.

Join host Maggie, CIO Charlie Lanchester, and CEO Paul Rayson as they pull back the curtain for the Hearts and Minds community. From engaging conversations with respected investors to insightful explorations with groundbreaking researchers, you'll gain a deeper understanding of the impact you're directly helping to create.

The Hearts and Minds podcast, returning soon.

Hosted on Acast. See acast.com/privacy for more information.

Today's guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors. A founding supporter of Hearts and Minds, Peter is a staunch advocate of our model and its philanthropic purpose, actively engaging in every facet of Hearts and Minds. He's undoubtedly a deep thinker, which was evident in this podcast, with insights extending beyond his process and stock picking approach, delving into his business management strategies in funds management.

This is a Hearts & Minds Podcast, in partnership with Equity Mates Media

For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here

Disclaimer:

This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.

Hosted on Acast. See acast.com/privacy for more information.

HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM. She is a passionate, motivated, and dedicated investment manager having built an 18-year career at Tribeca, starting as an equity analyst in 2005 and spending several years as a Portfolio Manager, before taking over the Alpha Plus Fund in 2019. Jun Bei is a TEDx speaker, has been appointed as a Core Fund Manager for Hearts and Minds Investments and volunteers for the Raise Foundation Board.

In this episode, learn more about Jun Bei's investment style, why she's proud to be involved with Hearts & Minds and dive deeper on two of her high conviction stock recommendations held in the HM1 Portfolio.

This is a Hearts & Minds Podcast, in partnership with Equity Mates Media

For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here

Disclaimer:

This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.

Hosted on Acast. See acast.com/privacy for more information.

Chief Executive Officer Paul Rayson welcomes Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth. Her research interests are in rare genetic diseases, with a particular focus on neurogenetic diseases in babies and children. Assoc. Prof Ravenscroft and her team have identified more than 20 novel human disease genes in recent years.

Gina brings a wealth of expertise to our conversation, tune in to explore the fascinating insights of Associate Professor Gina Ravenscroft as she shares stories of international collaboration and the direct impact of her research into rare genetic diseases.

This is a Hearts & Minds Podcast, in partnership with Equity Mates Media

For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here

Disclaimer:

This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.

Hosted on Acast. See acast.com/privacy for more information.

CIO Charlie Lanchester is joined by Alan Pullen and Elisa Di Marco from Magellan - both Portfolio Managers are responsible for stocks held in the HM1 portfolio. In this conversation, they discuss Magellan’s approach to high conviction investing, how they select top stocks for the HM1 portfolio, and how they avoid short-term noise that can cloud their judgment.

Alan Pullen has been with Magellan since 2012 and currently serves as the Head of Financials, managing the High Conviction Fund. Originally from Tasmania, Alan began his career as an economist at the RBA and has a deep passion for company analysis.

Elisa De Marco is the Portfolio Manager of the Magellan Core International Fund and also heads the ESG department at Magellan. She possesses a strong intellectual curiosity, having studied Finance and Economics at university and earning a Ph.D. in Finance. While she gained experience in stress testing banks during her time at APRA, her true passion lies in the world of financial markets.

This is a Hearts & Minds Podcast, in partnership with Equity Mates Media

Access more insights from Magellan on their website here

For more information about HM1 and the upcoming Sohn Hearts & Minds Conference visit our website here

Disclaimer:

This communication has been prepared by Hearts and Minds Investments Limited (ABN 61 628 753 220). In preparing this publication the investment objectives, financial situation or particular needs of an individual have not been considered. You should not rely on the opinions, advice, recommendations and other information contained in this publication alone. The inclusion of third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the third-party content. This publication has been prepared to provide you with general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. Past performance is not a reliable indicator of future performance.

Hosted on Acast. See acast.com/privacy for more information.