sohn hearts & minds
Australia’s leading finance conference and biggest fundraiser for medical research.
11:00am AEDT: Charlie Munger - session concluded
From 8:00am AEDT: On Demand program
Sohn Hearts & Minds Investment Leaders Conference is Australia’s premier investor event. Dedicated to raising funds for medical research, it is Australia’s largest single fundraising event of its kind.
A one-day conference where leading international and local fund managers, and influential global thought leaders present their exclusive investment ideas and insights in a fast-paced TED-style format.
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William Ackman is the CEO and Portfolio Manager of Pershing Square Capital Management, L.P., an SEC registered investment adviser founded in 2003. Pershing Square is a concentrated research-intensive fundamental value investor in long and occasionally short investments in the public markets.
Prior to forming Pershing Square, Mr. Ackman co-founded Gotham Partners Management Co., LLC, an investment adviser that managed public and private equity hedge fund portfolios. Prior to Gotham Partners, Mr. Ackman began his career in real estate investment banking at Ackman Brothers & Singer, Inc. Mr. Ackman received an MBA from the Harvard Business School and a Bachelor of Arts magna cum laude from Harvard College.
Mr. Ackman is the Chairman of the board of The Howard Hughes Corporation (NYSE: HHC). He is also a member of the Investors Advisory Committee on Financial Markets for the Federal Reserve Bank of New York, a member of the Board of Trustees at The Rockefeller University and a member of the Board of Dean’s Advisors of the Harvard Business School.
In 2006, Mr. Ackman co-founded the Pershing Square Foundation to support exceptional leaders and innovative organizations that tackle important social issues and deliver scalable and sustainable impact across the globe.
Pershing Square Capital Management (USA)
The Hon. Paul Keating
Paul Keating served as Australia’s 24th Prime Minister, from 1991 to 1996, having been Treasurer between 1983 and 1991.
His political legacy includes fundamental social and economic reform that laid the basis for Australia’s last quarter century economic performance and included the deregulation of the financial, product and labour markets. Paul Keating also established compulsory superannuation – now with more than $2.1 trillion under management. He worked towards an inclusive social policy, for Australia to become a Republic and established the Native Title legislation. In foreign policy, he established the APEC Leaders’ Meeting and worked to forge Australia’s place in the region, especially with Indonesia.
His book, Engagement: Australia faces the Asia Pacific (2000) was translated into Chinese and Japanese. In October 2011, his book of post Prime-Ministerial speeches, After Words, was published and Keating, the book based on the 2013 four-part ABC interview series with Kerry O’Brien, was published in 2015. Troy Bramston’s Paul Keating: The Big Picture Leader was published in 2016.
Since 1996 Paul Keating has continued his interest in geo-political and foreign policy and urban design. He is Chairman of Lazard Australia and is the progenitor of the Barangaroo project in Sydney, including and especially, its Headland Park.
The Hon. Paul Keating
Former Prime Minister of Australia
Ray Dalio is the Founder, Co-Chairman and Co-Chief Investment Officer of Bridgewater Associates. Ray started Bridgewater out of his two-bedroom apartment in New York in 1975 and under his leadership, the firm has grown into the largest and most successful hedge fund in the world and fifth most important private company in the U.S., according to Fortune Magazine.
As a result of Ray’s innovative approach to global macroeconomic investing and policymaking, Ray has been called the “Steve Jobs of Investing” by aiCIO and Wired magazines and was named one of the 100 Most Influential People by TIME Magazine.
Ray holds a Bachelor of Science degree in Finance from C.W. Post College and an MBA degree from Harvard Business School.
He has been married to his wife, Barbara, for over 40 years and has four grown sons. He is an active philanthropist with a special interest in ocean exploration, microfinance and equal educational opportunities for underprivileged youth.
Bridgewater Associates (USA)
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW.
Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research.
Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA charterholder.
Mr. Marks is a member of the Investment Committees of the Metropolitan Museum of Art and the Edmond J. Safra Foundation; a Trustee of the Metropolitan Museum; Chairman of the Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania (where from 2000 to 2010 he chaired the Investment Board).
Oaktree Capital Management (USA)
The Hon. Gladys Berejiklian
Gladys was first elected to the NSW Parliament as Member for Willoughby on 22 March 2003.
She was elected Leader of the Parliamentary Liberal Party on 23 January 2017 and sworn in as the 45th Premier of New South Wales. Gladys had previously served as Treasurer and Minister for Industrial Relations in the Baird Government since April 2015.
Prior to that, she was appointed Minister for Transport following the election of the O’Farrell Government in March 2011 and served in that role for four years.
She is a Master of Commerce graduate from UNSW and prior to entering Parliament worked as a General Manager for one of Australia’s largest financial institutions. Gladys has also completed studies in Government and Public Administration (B.A., Uni. Syd).
Gladys lives in Willoughby and has had a life-long association with the local area.
The Hon. Gladys Berejiklian
Premier of New South Wales, Australia
Scott teaches brand strategy and digital marketing at the NYU Stern School of Business.
He was named “One of the World’s 50 Best Business School Professors” by Poets & Quants in 2012.
A serial entrepreneur, he founded 9 companies, including Red Envelope, Prophet, and L2 Inc., acquired by Gartner (NYSE: IT) in 2017. Scott’s book The Four (Portfolio Penguin, 2017) debuted on the New York Times hardcover non-fiction list. His second book, The Algebra of Happiness: Notes on the Pursuit of Success, Love, and Meaning was published in 2019.
Scott was elected to the World Economic Forum’s Global Leaders of Tomorrow and has served on the boards of directors of Eddie Bauer (Nasdaq: EBHI), The New York Times Company (NYSE: NYT), Urban Outfitters (Nasdaq: URBN), and UC Berkeley’s Haas School of Business.
He writes a weekly newsletter, No Mercy / No Malice, and hosts the podcasts The Prof G Show and Pivot (with Kara Swisher).
NYU Stern School of Business and Section4
Ramez Naam is a former Microsoft executive, entrepreneur, inventor, and the Co-Chair of Energy and Environment at Singularity University. He’s also the award-winning author of five books, including the Nexus series of science fiction novels. Ramez’s books have won the Prometheus Award, the Endeavour Award, the Philip K. Dick Award, and been listed as an NPR Best Book of the Year.
Ramez spent 13 years at Microsoft, where he led teams working on artificial intelligence, big data, and internet search. His software has touched the lives of more than a billion people. He holds more than 20 patents, including several as a co-inventor with Bill Gates.
Ramez speaks around the world on clean energy, innovation, exponential technology, and how organizations can adapt. He’s briefed Fortune 100 CEOs, the Presidents and Prime Ministers of multiple nations, and the Chairman of the US Joint Chiefs. His work has appeared in or been quoted in The New York Times, The Wall Street Journal, The Economist, The Atlantic, Slate, Business Week, Discover, Wired, and Scientific American.
Cathie founded ARK Invest in January 2014. Focused solely on disruptive innovation, ARK aims to identify large-scale investment opportunities in the public markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.
Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.
In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media, and she was a featured speaker at the World Economic Forum (China) in 2016 & 2017, and the World Strategic Forum (Miami) in 2017.
ARK Invest (USA)
Mike Cannon-Brookes is the co-founder and co-CEO of Atlassian, a collaboration software company that helps teams organise, discuss and complete shared work. More than 89,000 large and small organisations around the world use Atlassian’s tracking, collaboration, communication, service management and development products to work smarter and faster every day.
Mike has received international recognition for his work, including Ernst & Young’s Australian Entrepreneur Of The Year in 2006 and Australian Business Person of the Year by the Australian Financial Review in 2017. He’s also been honoured by the World Economic Forum as a Young Global Leader in 2009 and was named on the 2017 Forbes Global Game Changers list for reshaping the business world.
Outside Atlassian, Mike is an active angel investor and a non-executive director of Tyro, a technology-focused Australian bank. He serves as an adjunct professor at the University of New South Wales’ School of ComputerScience and Engineering, as well as chair of the Computer Science and Engineering Industry Advisory Board.
Mike holds a Bachelor of Commerce in information systems from the University of New South Wales, Australia.