Sohn Hearts & Minds

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Welcome

I’m delighted to welcome you to the 2021 Sohn Hearts & Minds Investment Leaders Conference, held virtually for the second time.

The Commonwealth Bank is proud to have supported this event since its inception in 2016 and we are privileged Commonwealth Private are Platinum supporters.

Hearts and Minds Investments Limited was created with the dual goal of providing investors with great investment opportunities while donating funds to medical research institutes across Australia. With the event already donating over $30 million to fund life changing medical research, it has had a significant impact on some of Australia’s foremost philanthropic institutions.

This work is more important now than ever, as we continue to experience the ongoing effects of COVID‑19. In what has been an extremely challenging time for many people, this conference is all about improving both the physical and mental health and wellbeing of all Australians. Together with Sohn Hearts & Minds, we know this is possible.  

On behalf of the Commonwealth Bank and Commonwealth Private, thank you for joining the 2021 Sohn Hearts & Minds Investment Leaders Conference. I hope you enjoy the sessions and they inspire you to work together in building a brighter future for all.

Matt Comyn

Chief Executive Officer
Commonwealth Bank

The story so far

120
Speakers
76
Stock Ideas
4600
Attendees
+$
30
M
Donated

Thank you

Thank you for being part of the Sohn Hearts & Minds family, Australia’s leading global investor forum.

Since the Conference’s inception in 2016, and the launch of our charitable ASX listed investment fund HM1 in 2018, we have raised more than $30m for medical research in Australia.

 

Over this period, we have brought together 120 speakers, including some of the world’s leading global investors such as Howard Marks, Ray Dalio, Bill Ackman, and Mike Milken, to share their investment wisdom with over 4600 attendees. The quality of the ideas from the fund managers, combined with the analysis and research behind them, and the returns, has been simply outstanding. HM1 is now widely recognised as one of Australia’s best performing listed investment companies.

 

This year’s conference will be hard to top!

 

Our keynote is world renowned global investor, Vice Chairman of Berkshire Hathaway, Charlie Munger. 

 

And our medical research keynote is MIT Institute Professor and Co-Founder of Moderna, Prof Robert Langer. Also known as the “Edison of Medicine” Prof Langer is the most cited engineer in history!

 

Not surprisingly, this will be our most watched event, with over 1300 attendees already registered to join.

 

Australia is a global leader in medical research and our scientists are responsible for some of the world’s most important life saving discoveries. Having world class medical research in Australia means that all Australians can access cutting edge treatments for both chronic and rare diseases. In the past two years we have witnessed first-hand the importance for Australia to further invest in its onshore capabilities in research and drug development. 

 

We are hugely indebted to the generosity of the investment community as it has embraced the Conference and HM1. This generosity has been given in the form of time, intellectual property and cash. Very simply, without their collective support, we wouldn’t be here.

 

On behalf of all the medical researchers across the various organisations (profiled below) Hearts & Minds has supported over the past six years, we wish to acknowledge and warmly thank the individuals and organisations that have made this year’s virtual conference possible, including you for attending.

 

We hope you enjoy the content and thank you again for your generous contribution.

‍‍

Guy Fowler

Co-Founder, Hearts and Minds

Director, HM1

Matthew Grounds AM

Co-Founder, Hearts and Minds

Director, HM1

Dr Gary Weiss AM
Co-Founder, Hearts and Minds

Director, HM1

Chris Cuffe AO
Chairman, HM1

30 Big Ideas, 1 Trade

Become a HM1 shareholder

Since inception (November 2018) the pre-tax NTA has grown by 92.6% representing a compound annual investment return of 24.4% pa.

Hearts and Minds Investments Limited (ASX:HM1) is a Listed Investment Company that invests 35% of its portfolio in the recommendations made by the speakers at the Sohn Hearts & Minds Investment Leaders conference.

Join our mailing list to receive weekly CIO Insights:

This information should not be considered financial advice. HM1 is not licensed to provide financial product advice. HM1 does not guarantee repayment of capital or any particular rate of return on HM1 securities. An investment may achieve a lower-than-expected return and investors risk losing some or all of their principal investment.  Past performance is no indication of future performance. Before making an investment decision, you should consider obtaining professional investment advice that considers your personal circumstances and should read the prospectus and market announcements to determine whether an investment in HM1 securities is right for you.  No cooling-off regime applies to an investment decision made in respect of HM1 securities.

“Failure is a great step towards learning.”

Ray Dalio, Bridgewater Associates (USA)

“One of the things I believe most strongly if you want to be a superior investor (is that)... everything that’s important is counter-intuitive and everything that’s obvious is wrong.”

Howard Marks, Oaktree Capital Management (USA)

“I would argue that if you want to know the price of Tesla tomorrow, just look at how many Robinhood accounts got opened today.”

Scott Galloway, Section4 (USA)

Meet This year’s Speakers

Charlie

Munger

Co-Founder & Vice Chairman
Berkshire Hathaway
Returning speaker • 
New speaker • 
Omaha, United States

Professor

Robert Langer

MIT Institute Professor
MIT Langer Lab
Returning speaker • 
New speaker • 
Boston, United States

Dr Mark

Nelson

Co-Founder & Chairman
Caledonia Investments
Returning speaker • 
New speaker • 
Sydney, Australia

Lawrence

Gozlan

CIO & Founder
Scientia Capital
Returning speaker • 
New speaker • 
Melbourne, Australia

Qiao

Ma

Portfolio Manager
Cooper Investors
Returning speaker • 
New speaker • 
Melbourne, Australia

Hamish

Corlett

Co-Founder & Partner
TDM Growth Partners
Returning speaker • 
New speaker • 
Sydney, Australia

Philip

King

CIO & Co-Founder
Regal Funds Management
Returning speaker • 
New speaker • 
Sydney, Australia

Babak

Poushanchi

Founder & Managing Partner
Cota Capital
Returning speaker • 
New speaker • 
San Francisco, United States

Beeneet

Kothari

CEO & Principal Portfolio Manager
Tekne Capital Management
Returning speaker • 
New speaker • 
New York, United States

David

Allingham

Portfolio Manager & Principal
Eley Griffiths Group
Returning speaker • 
New speaker • 
Sydney, Australia

Eleanor

Swanson

Founding Partner
Firetrail Investments
Returning speaker • 
New speaker • 
Sydney, Australia

Gavin

Baker

Managing Partner & CIO
Atreides Management
Returning speaker • 
New speaker • 
Boston, United States

Jay

Kahn

Founder & Managing Partner
Flight Deck Capital
Returning speaker • 
New speaker • 
San Francisco, United States

Joyce

Meng

Founder
FACT Capital
Returning speaker • 
New speaker • 
New York, United States

Markus

Bihler

Co-Founder
Builders Union
Returning speaker • 
New speaker • 
London, United Kingdom

Nick

Griffin

Founding Partner & CIO
Munro Partners
Returning speaker • 
New speaker • 
Melbourne, Australia

Dr Alastair

Stewart

Victor Chang Cardiac Research Institute
Returning speaker • 
New speaker • 
Sydney, Australia

Yen

Liow

Managing Partner
Aravt Global
Returning speaker • 
New speaker • 
New York, United States

Professor

Samuel Harvey

Executive Director & Chief Scientist
Black Dog Institute
Returning speaker • 
New speaker • 
Sydney, Australia

2021 Event schedule

Commences from 8:00am Fri 3rd Dec AEDT

Your unique login link has been emailed to you
(no password required)

Charlie Munger
11:00am Fri 3rd Dec AEDT


Available to view once only. This session will not be replayed.
Check your timezone here
The On Demand program can be viewed for 5 days.
 
Concludes 11:59pm
Wed 8th Dec AEDT

Sohn Hearts & Minds is proud to support

Australian Medical Research

Beneficiaries

The Conference and HM1 has supported a range of
Australian medical research organisations since 2016:

Sohn Hearts & Minds

2021 Supporters

Sohn Hearts & Minds

2021 virtual EVENT STARTS IN:

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