Hearts & Minds Podcast – Détails, épisodes et analyse

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.

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

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.

CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie of the Victor Chang Cardiac Research Institute. Prof. Dunwoodie's groundbreaking work has revolutionised clinical practices and enabled genetic diagnostic tests worldwide. In 2017, her team achieved a double breakthrough with the potential to prevent recurrent miscarriages and various birth defects. Currently, Prof. Dunwoodie holds the position of Professor in the Faculty of Medicine at the University of NSW, with extensive research experience, including training at the National Institute for Medical Research in London. In this conversation, she talks with Paul about her scientific research, what she is looking to next, and the importance of the support Hearts and Minds offers research like hers.

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

Guest links:

You can learn more about the groundbreaking work Sally is leading at Victor Chang on their website here.

Learn more about HM1 and the philanthropic model 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 chats to Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro. Then they discuss two stocks that speak to themes of interest for Munro Partners, the 2023 darling Nvidia, and a long-held favourite, Amazon, both HM1 Core Portfolio holdings.

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.

Equity Mates Media is part of the Acast Creator Network.

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

In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells. This is a fascinating conversation that really gives us hope for the future of precision cancer treatment. Not only is Matt a brilliant scientist, he also has a wonderful gift for communicating the complex world of science in plain english. 

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

Guest links:

You can learn more about the groundbreaking work Matt is leading at WEHI on their website here.

Learn more about HM1 and the philanthropic model here and more about TDM Growth Partners, the nominating core fund manager on their 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.

In this episode, CIO Charlie Lanchester engages with TDM Growth Partners, a HM1 Core Fund Manager. Meet Ed Cowan, a former Australian Cricketer with a knack for investing, and Fraser Christie, a tech investing aficionado. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio - Guzman y Gomez and Rokt. Ed discusses the art of building high-performing teams, while Fraser shares his expertise in supporting tech startups. Whether you're an investor or simply curious about finance, this episode offers a wealth of knowledge. 

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

Content mentioned in the articles:

Podcast: Scaling Up with Ed Cowan

Article: The Punch Card Mentality by Hamish Corlett

Book: 7 Powers, The Foundations of Business Strategy by Hamilton Helmer

Article: An extra special bonus SH&M Conference tidbit on Mineral Resources

Video: SH&M 2022 Panel on Investing in Sport as an Asset Class, moderated by Ed Cowan

More insights from TDM Growth Partners can be viewed on their website

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.

Equity Mates Media is part of the Acast Creator Network.

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.