Answers to Frequently Asked Questions
What is the Sohn Hearts & Minds Investment Leaders Conference?
Sohn Hearts & Minds Investment Leaders Conference is an annual event which raises vital funds for Australian medical research. Featuring investment industry leaders from around the globe who discuss macroeconomic themes and present exclusive actionable investment ideas. Since its inception in 2016 the conference has gained a loyal following who attend to gain insights rarely shared outside the boardroom and to support a good cause.
Find out more about the conference history and aims here.
Where were the previous conferences held?
2022 Federation Concert Hall, Hobart
2019 Sydney Opera House
2018 Hamer Hall, Melbourne
2017 Sydney Opera House
2016 Sydney Opera House
How is the conference funded?
Sohn Hearts & Minds is a non-profit charitable event, with all proceeds being donated to Australian medical research beneficiaries.
The conference is made possible through the generous and ongoing support from our supporters, the investment industry and event partners. A list of our supporters can be found here.
What is the Hearts & Minds Limited Investment fund (HM1)?
Listed on the ASX, HM1 provides investors with a concentrated investment portfolio of the highest conviction recommendations from leading core fund managers, as well as stocks presented on stage at the annual conference.
All fund managers generously waive their fees allowing HM1 to donate 1.5% of net tangible assets per annum to leading medical research institutes.
HM1 was formed in 2018 to expand on the philanthropic mission of the conference and create a sustainable funding model for the beneficiaries.
To learn more visit the HM1 website here.
Can I earn CPD Points by attending the Sohn Hearts & Minds Conference?
Sohn Hearts & Minds may be eligible for CPD points. To assist in claiming hours, below is a breakdown of typical content at our live-conference:
Sohn Hearts & Minds is not accredited for CPD points.
Which medical research institutes are beneficiaries of Hearts & Minds?
Who shoots your conference videos and photos?
Who created the virtual conference event website platform?
I am buying tickets on behalf of others but I don’t know their details yet, can I update them later?
Yes, you can. If you do not know the names or details of your attendees at the time of booking you can update this information later.
If you purchased your ticket(s) via credit card on our website you will have received an order confirmation email. To update attendee details – click the ‘Edit My Order’ button on the email you received your order confirmation (sender is: email@example.com please check your spam folder if you can not find this email).
If you purchased your ticket(s) via invoice, please contact firstname.lastname@example.org for assistance with updating attendee details.
As this is a charity event, is the ticket tax deductible?
Each year we are required to review ticket pricing and proportional tax deductibility considering the benefits people receive when purchasing a ticket. This year, the ticket value exceeds the limit for a proportional deduction to be included.
The purchase of tickets may be eligible as a business-related expense. Please seek your own tax advice regarding this.
Can I get a refund if I can no longer attend?
Unfortunately, we are not able to offer refunds. However, you may transfer the ticket by changing the attendee details of the ticket holder up to 10 days before the event.
If you purchased your ticket(s) via credit card on our website you will have received an order confirmation email. To update attendee details – click the ‘Edit My Order’ button on your order confirmation email (sender is: email@example.com - please check your spam folder if you can not find this email).If you purchased your ticket(s) via invoice, please contact firstname.lastname@example.org for assistance with updating attendee details.
If you are making changes within 10 days of the event, please contact email@example.com for assistance in transferring the ticket.