10 Years of Hearts & Minds

At this year’s high-profile stock picking conference, Dan Carter sat down with ex-rugby league star Cooper Cronk and delivered a cut-through message on pressure.

Rabobank Global Strategist Michael Every spoke with Bloomberg on the sidelines of the 2026 Sohn Hearts & Minds Conference in Queenstown.

Richard Howes sat down live with Bloomberg Daybreak Asia on the sidelines of the 2026 Sohn Hearts & Minds Conference in Queenstown.

Antipodes Partners portfolio manager tips Disney as her stock pick at the Sohn Hearts & Minds conference.

Antipodes fund manager Vihari Ross has pitched entertainment conglomerate Disney at the Sohn Hearts & Minds conference in Queenstown

Terra Capital chief investment officer Jeremy Bond has pitched Canadian-listed gold miner G Mining Ventures as his stock pick for the 2026 Sohn Hearts & Minds conference. 

The morning session of Sohn & Hearts Minds conference has turned to an old staple as a pick: gold. Not just any gold, but frontier gold.

Milford Asset Management’s Andrew Curtayne pitches Dutch chipmaker ASML at the Sohn Hearts & Minds investment conference

Milford portfolio manager Andrew Curtayne tips ASML at Sohn Hearts & Minds.

Azora Capital chief investment officer Ravi Chopra has pitched wealth manager LPL Financial as his stock pick for the Sohn Hearts & Minds conference.

At Sohn Hearts & Minds, Azora Capital chief investment officer Ravi Chopra named Nasdaq listed LPL Financial as his top stock pick.

Sohn Hearts & Minds panellists examine mounting risks and emerging opportunities in private credit.

He says the world’s largest tech companies, or hyperscalers, will have to figure out how to finance the build out of artificial intelligence. 

Marathon Resource Advisors chief investment officer Robert Mullin has pitched London-listed oil and gas company Harbour Energy as his stock pick at Sohn, tipping the stock could nearly double in value.

Sohn Hearts & Minds 2026 highlights Japanese investment opportunities, with fund managers backing stocks across the region.

Indus Capital's John Pinkel picks Kotobuki Spirits at Sohn Hearts & Minds Conference 2026.

EFM's John Wylie pitches Nvidia at Sohn Hearts & Minds Conference 2026.

Nvidia emerges as a stock pick at Sohn Hearts & Minds Conference 2026.

Anthropic investor warns of a potential AI bubble amid growing concerns over valuations.

Northcape's Ross Cameron pitches South Korean home appliance company Coway at Sohn Hearts & Minds Conference 2026.

Ross Cameron pitches South Korean home appliance company Coway as a compelling investment opportunity.

Markets are focused on the AI wreck. But Rabobank's Michael Every says the drums of war haven't stopped beating.

Plato's David Allen identifies 14 red flags at Anthropic, raising concerns over AI valuations.

Anthropic backer remains bullish on AI despite Asia's tech sell-off.

Samantha D'Amore shares where she's finding compelling opportunities beyond the US and the global themes shaping her investment approach.

John Pinkel backs his conviction in overlooked stocks, from AI chipmaker SK Hynix to sportswear brand ASICS. David Rogers examines the Indus Capital fund manager’s contrarian approach and how he spots opportunities others miss.

Robert Mullin tips resources surge as AI forces energy market reset

US banks are reopening physical branches to attract deposits, strengthen customer relationships and gain market share, showing that face-to-face banking remains valuable despite the shift to digital services.

The credit fund is an opportunity to broaden the Hearts and Minds platform. “That means more funds across more asset classes to scale up our giving,” Howes says.

According to Singapore-based global strategist with Rabobank Michael Every, countries have spent decades optimising for quarterly or annual GDP numbers without asking what growth is actually for: and that is safety, sovereignty and resilience.

Bond is in hot demand. He’s one of only a handful of speakers invited to return to the Sohn Hearts and Minds charity stockpicking conference, which is being held this year in Queenstown.

Sohn Hearts & Minds today announced that Robert F. Smith, Founder, Chairman and CEO of Vista Equity Partners, will headline the near-sold-out 2026 Investment Leaders Conference in Queenstown, New Zealand, on 6 November.

One of the world’s largest venture capital firms says investors are underestimating the carnage artificial intelligence will create for software companies, warning their pivots towards AI are likely just marketing.

It seems hard to believe, but just a little over two years ago an investment in frontier artificial-intelligence play Anthropic was considered a contrarian bet. Today the start-up behind the Claude model is on the cusp of a $US2 trillion ($2.7 trillion) stockmarket listing.

Decades after abandoning its rocket program, a state once known for wine and heavy manufacturing is betting its economic future on the cosmos.

Make the most of your time in Queenstown before or after the Sohn Hearts & Minds Conference.

In an episode of The Astute Investor, hosted by long-standing Sohn Hearts & Minds Conference supporter LGT Wealth Management, Martin Randall speaks with Isaac Kim and Michael Romano of Lightspeed Venture Partners about the opportunities, risks and investment implications of AI.

Hearts & Minds has longstanding and deep connections with the Jewish community via local and international donors, speakers, volunteers and the Sohn Conference Foundation.

Equity Mates reviewed the high conviction stock picks presented at the 2025 Sohn Hearts & Minds Conference.

Discover the ideas, themes, and conversations that shaped an unforgettable milestone year at the 2025 Sohn Hearts & Minds Conference.

“The Mooch”, as he’s affectionately known, is a man in high demand. He’s flown into Sydney to headline the Sohn Hearts & Minds conference at the Opera House, an investment community jamboree that raises money for charity. He landed in London the night before, and will leave Sydney the next day for the brutal 24-hour return to New York.

We're thrilled to announce Queenstown, New Zealand, as the destination for the 2026 Investment Leaders Conference, to be held on Friday 6 November.

The federal treasurer got into the spirit of the Sohn Hearts & Minds event with a big-picture investment tip – and a dig at our nation’s fundies.

Michael Hintze, one of Australia’s richest international ­billionaires and donor to ­conservative parties, says the Liberals are lacking a “north star” but dumping net zero was a smart move.

An older, wiser Dan Loeb reckons his activist approach has changed, but the Wall Street icon will never put away the big stick.

Defying markets gloom, top investment chiefs pitched their best global ideas, from an “OG in AI” to a retirement giant.

Major investors say the global economy is strong enough to withstand a bubble in artificial intelligence and turmoil in private credit markets despite a sharp fall on Wall Street and the ASX over the past week.

Australian investors should be more worried about China than sweating on Federal Reserve independence and other market obsessions to do with Donald Trump, says billionaire conservative Baron Michael Hintze.

Global fund managers gathered at the 2025 Sohn Hearts & Minds conference to pitch their best stock ideas.

“We’re really looking for people who have that strong growth arc. Even though they’ve reached material scale, they’re still changing and moulding their company to move really fast, and they’re curious.”

It is time we rethink our approach to China? Eric Wong of Stillpoint Investments believes it is time.

Vihari Ross' global fund returned more than 20 per cent in the year to September 30 versus about 10 per cent for the benchmark without owning Nvidia, Meta, Tesla, Apple or Broadcom.

It turns out you could have outperformed the seemingly unstoppable magnificent seven tech stocks if you simply acted on the 11 stock picks at Sohn last year.

Qiao Ma has a simple test for spotting the investment opportunities that will define the next decade. Take the technology apart and see what’s inside.

Beyond Wall Street, The Mooch is better known for his cutting takes on US politics in the popular podcast The Rest is Politics: US, which he hosts with BBC’s long-term North American correspondent Katty Kay.

Matthew McLennan, the co-head of the global value team and portfolio manager at the $US161bn ($243bn) First Eagle Investments, stormed the market with a bullish bet on gold.

The son of a stockbroker, Mr Mullin has more than 30 years' investing experience and is chief investment officer at Marathon Resource Advisors in San Francisco, a company he founded.

Investing veteran Lord Michael Hintze says he’s taking out insurance against expensive debt and equity markets that are being propelled by passive flows.

Billionaire hedge fund manager Michael Hintze says the world is more dangerous than he has ever seen, artificial intelligence is stifling people’s ability to learn and process information.

Eric Wong will present his investment case at the Sohn Hearts & Minds conference at the Sydney Opera House on Friday, November 14.

Matthew McLennan’s $14.5 billion position in gold bars and miners paid off handsomely for First Eagle this year. But he insists the precious metal still has room to run.

On Elon Musk, money and the White House, fast-talking Wall Street hedge fund manager and former Trump communications director Anthony Scaramucci tells it as he sees it.

Anthony Scaramucci says Trump has fewer constraints on his worst instincts in his second administration. But he still gets bored easily.