SPEAKERS

Todd L. Boehly is Chairman and CEO of Eldridge, a diversified holding company with more than 8,000 employees. Eldridge wholly owns Eldridge Wealth Solutions, which comprises retirement companies Security Benefit and Everly; and Eldridge Capital Management, a multi-strategy alternative asset manager.

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Eldridge founded A24, CBAM, One Beverly Hills, Stonebriar, Zinnia, and 830 Brickell, and has invested in leading businesses including Aman, CAIS, Delano, Flexjet, Metropolis, and Payactiv.

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Mr. Boehly is an owner of the LA Dodgers, LA Lakers, LA Sparks, and the Trent Rockets, and was previously Chairman of Chelsea Football Club.

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Prior to founding Eldridge, Mr. Boehly was President of Guggenheim Partners, where he founded the credit business. He supports epilepsy research, Prostate Cancer Foundation, Brunswick School, Landon School, William & Mary, Texas Christian University, The University of Texas at Austin, and The Milken Center for Advancing the American Dream. Mr. Boehly received his B.B.A. from William & Mary.

Robert F. Smith is Vista’s Founder, Chairman and CEO. He directs Vista’s investment strategy and decisions, governance and investor relations. Robert sits on the Investment Committees for Vista’s Flagship, Foundation, Endeavor and Perennial Funds and serves as a member of Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction, and Private Equity Management Committee, the firm’s decision-making body for matters affecting Vista’s overall private equity platform.

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Robert is also the Chairman of VistaOne, Vista’s evergreen private equity vehicle, and serves on the Investment Committee. Vista currently manages equity assets under management of $103 billion and oversees a portfolio of over 85 enterprise software, data and technology-enabled companies that employ over 100,000 people worldwide. Since Vista’s founding, Robert has supervised over 650 completed transactions, representing more than $350 billion in aggregate transaction value.

Thomas Anglin is Co-Head of Marketing and Business Development at Third Point, the $25 billion equities and credit asset manager founded by Dan Loeb in 1995. He joined the firm in August 2024.

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Prior to Third Point, Mr. Anglin was a Managing Director at Goldman Sachs in Hong Kong, where he oversaw the firm's coverage of Asian hedge fund managers and led its Australian Prime Brokerage business. He previously held senior roles at Goldman Sachs in New York and at UBS Investment Bank in New York and Sydney, and was an equities and commodities trader at Ospraie Management.

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Mr. Anglin began his career in equity derivatives sales and trading at Macquarie Bank in Australia, relocating to New York with the firm in 2000. He holds a B.Com from Monash University in Melbourne and is a CFA charterholder.

Jeremy founded Terra Capital in 2010, launching the long-only Terra Capital Global Natural Resources Fund. The fund has returned over 18% pa. over 16 years, resulting in Terra Capital becoming Australia’s longest running open ended global resources fund.

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Jeremy formally worked at RAB Capital’s Special Situations Fund, a US $2.5B long/short strategy focused on mining and energy. The fund was rated the “Best Energy and Natural Resource Fund” by Hedge Fund Review and ranked No.1 in Barron’s Hedge Fund 50 Global rankings in 2007, during Jeremy’s tenure. Prior to RAB, Jeremy worked at Western Australian corporate advisory firm Azure Capital.

Ravi is the Founder and Chief Investment Officer of Azora Capital – an investment firm launched in 2017, focused on the Financial Services sector, employing a fundamental modest-net strategy. Ravi and his team are passionate about financials and have dedicated their careers to researching the space.

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Prior to forming Azora, Ravi served as Sector Head of U.S. Financial Services investing at Samlyn Capital, where he was a day-one partner following a lift-out from Sigma Capital. Earlier in his career, Ravi was a Financial Services Analyst at Sigma and an Investment Banking Analyst in Goldman Sachs' Financial Institutions Group.

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Ravi graduated Phi Beta Kappa and magna cum laude with an A.B. in Economics from Dartmouth College.

Ed spent 15 years as a professional cricketer around the world, including a stint in Tasmania and 18 Test matches for Australia. His passion for investing and high-performing cultures led him to the next stage of his career at TDM Growth Partners, one of Australia's best-performing fund managers. 

At TDM — a Hearts and Minds Core Manager — Ed supports portfolio companies and their executives, as well as leading the sourcing of private company investment opportunities. He's also the host of TDM's podcast, Scaling Up, now in its tenth season, and currently serves on the Board of Directors of Cricket NSW.

Andrew joined Milford Asset Management’s Global Equities division in 2023.  He is the Portfolio Manager of Milford’s wholesale Global Technology Fund which focusses on the Information Technology and Communications Services sectors.  As part of this role, he leads Milford’s research on the AI ecosystem.

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Prior to joining Milford, Andrew spent three years as a Portfolio Manager at NZ Funds and five years at event-driven hedge fund Melqart Asset Management in London.  Andrew began his career advising on Mergers and Acquisitions at Goldman Sachs in both Auckland and London.

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Andrew has a Bachelor of Commerce from the University of Auckland with First Class Honours, majoring in Finance and Economics.

Sam D'Amore is the founder and Chief Investment Officer of Cymer Capital, a concentrated international long-only equity fund investing in mid- to large-cap companies outside the U.S. that solve complex problems.

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Before founding Cymer in 2025, Sam was a Portfolio Manager at Trillium Asset Management, co-managing two diversified sustainable core portfolios. Prior to that, she spent 12 years at Jennison Associates as a Managing Director, covering global equities across multiple strategies. She began her career as a sell-side analyst at Credit Suisse and was later an investment analyst at Sound Energy Capital Management, a long-short energy hedge fund.

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Sam holds a B.A. in Physics from Harvard University. She serves on the investment committees of Manomet Conservation Sciences and the Unitarian Universalist Common Endowment Fund, and on the board of the Progress for Informatics & Energy Foundation.
Originally from Wales, Sam lives outside Boston with her family.

Michael Every is a Global Strategist at Rabobank Singapore analysing developments and thematic trends on the intersection of geopolitics and geoeconomics/markets. He has been in the industry for over 25 years, with a track record of market-leading calls for clients from the C-suite and commodity traders to central banks. Michael is frequently published in financial media, a much-requested conference keynote speaker, and was invited to present to the 2022 and 2025 G20s. He has lived and worked in nine countries, and speaks Thai, among a smattering of other languages.

Robbie Ferguson is Co-Founder and President of Immutable, the AI-powered growth platform trusted by Ubisoft, Netmarble and 700+ game studios and publishers to launch games, acquire players and scale.

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A Thiel Fellow and technology entrepreneur, Robbie co-founded Immutable and has helped build it into one of gaming’s most ambitious technology companies. Under his leadership, Immutable has evolved from pioneering Web3 gaming infrastructure to building AI-native analytics, attribution and player-growth technology that helps studios reduce launch risk and grow games from first click through live operations.

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Immutable has raised $500M+ from leading global investors including Temasek, Tencent, BITKRAFT and Coinbase.

Ticky Fullerton is Chief Executive of the Australian British Chamber of Commerce, which she has led since March 2023.

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She is a skilled and motivated thought leader and a trusted advisor to government, working closely with both Australian and UK government networks.

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Ticky is an award-winning journalist with a long-standing reputation as a credible voice in business.  In 20 years in the media, she was Business Editor at Large at The Australian newspaper, Business Editor of Sky News in Australia and at the ABC, she presented Business Weekend, Landline, and was an investigative reporter with Four Corners.

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Prior to journalism, Ticky spent 10 years with investment bank CS First Boston in Britain and Australia working in capital markets and corporate finance.

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Ticky has a law degree from Oxford, where she was also Treasurer of the Oxford Union.

Jonathan Lennon is the Founder and Chief Investment Officer of PLP Funds, a private and public equity partnership focused primarily on the consumer, telecom, media, and technology sectors. Prior to founding PLP Funds in 2017, Jonathan co-founded and served as Portfolio Manager of Pleasant Lake Partners.

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He began his investing career at JAT Capital as a generalist focused on public equities in the consumer, industrials, natural resources, and media sectors. Previously, he worked in investment banking at Goldman Sachs.

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Jonathan was a Galbraith Fellow at the Harvard Kennedy School of Government and a Rotary Ambassadorial Scholar in West Africa, where he pursued his passion for health and education-related public policy. He graduated summa cum laude from Boston College with a BA in Political Science and History.

Richard Howes joined Hearts and Minds Investments as a Managing Director in June 2025. He has over 30 years' financial services experience, managing multi-billion-dollar investment and hedge portfolios.

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He spent 19 years at ASX-listed Challenger (over AU$100 billion in assets), including as Group CEO, Chief Investment Officer and Chief Executive of the annuity business, which grew from AU$3 billion to over AU$25 billion.

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He began his career at Queensland Investment Corporation in 1992, then held trading and derivatives roles at Zurich Capital Markets, Macquarie and Bankers Trust.

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He co-founded and chairs the Financial Markets Academy (FINMA) and sits on the UTS Council, chairing its Finance Committee. He is a director of Edge Zero (grid monitoring hardware) and an advisory board member of Transatlantic Power Holdings (US wind and solar assets).

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Richard holds a BCom (First Class Honours) and BEc from the University of Queensland, and completed Harvard's Advanced Management Program.

Isaac Kim is a Partner at Lightspeed Venture Partners, where he leads the firm's Growth Equity strategy. Prior to Lightspeed, he served as a Senior Managing Director at Elliott Investment Management, where he founded the firm's Silicon Valley office and built its technology private equity platform, operating as Evergreen Coast Capital. Prior to that, he was a Principal at Golden Gate Capital and a management consultant at Bain & Company.

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Outside of work, Isaac is devoted to his family — his wife and three daughters — and is an avid sports fan (Go Seahawks!). He and his family care deeply about youth-related causes; he previously served on the boards of Yana Ministry, a non-profit focused on helping Korean orphans flourish, and ScholarMatch, a non-profit focused on helping first generation, under-resourced students access and complete college.

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Isaac holds an A.B. in Economics from Harvard University and an M.B.A. from the Stanford Graduate School of Business.

Robert Mullin is the Founder and Chief Investment Officer of Marathon Resource Advisors and has been investing in the energy and natural resource sector since 1994. Over the last three-plus decades, he has been a portfolio manager at the Franklin/Templeton Group, The Cypress Funds and Tocqueville Asset Management, as well as running his own firms focused on the sector.

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Mr. Mullin received his B.A. in Economics from the University of Colorado at Boulder in 1991. He was born and raised in Northern California, lives in San Francisco with his wife and three children and enjoys cooking, keeping up with his relentlessly athletic kids, and attending the French Open whenever possible.

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In 2022, Mr. Mulin established the Marathon Statera Project, which allocates a portion of fund management and performance fees to causes focused on global conservation and food security, as well as supporting Bay Area female immigrant food businesses and local youth development.

John D. Pinkel is a Partner of Indus Capital, based in San Francisco, and the Portfolio Manager of the Indus Select Strategy since its inception in 2009. Mr. Pinkel joined Indus Capital in March 2003 and soon after spearheaded many of the firm’s largest long-term investments in China and Taiwan. He joined Indus from Citigroup, where he was Managing Director and Head of Equities for Taiwan. Prior to that, he spent eight years as a securities analyst in Hong Kong, China and South Korea.

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In total, he has lived and worked in Asia for over 35 years. Mr. Pinkel, a CFA charterholder, graduated from the University of California, Santa Barbara, with a BS in Applied Mathematics. He is fluent in Mandarin Chinese.

Diane Raposio joined KKR in 2013 and is a Partner in the firm’s Credit & Markets business. Ms. Raposio is the Head of Asia Credit & Markets and the Portfolio Manager of Asia Private Credit. She is a member of the Asia Private Credit Investment Committee, the Asia Tactical Credit Investment Committee and the KCM Capital Committee. Since joining the firm, she has led a number of credit investments in Asia and has also led a broad spectrum of debt, equity and structured financings for KKR and third party clients. 

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Prior to joining KKR, she spent six years in the leveraged debt capital markets team at Deutsche Bank (across London, Hong Kong and Sydney), UBS, Barclays, Bankers Trust and AMP. Ms. Raposio is a qualified actuary (FIAA) and holds a Masters of Economics from Macquarie University.

Isabella Rich is a Partner at OIF Ventures, an Australian venture capital firm investing in technology companies from Seed through to Series B, with investments including Instaclustr, Advanced Navigation and XM Cyber. Over seven years at OIF, Isabella has worked across investment and portfolio management, with a focus on SaaS, enterprise software, fintech and hardware, and sits on the board of several of the firm's portfolio companies.

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Isabella has extensive technology investing, venture capital and consulting experience. Prior to joining OIF, Isabella was a consultant at BCG, primarily helping large corporates incubate digitally native businesses. She also co-founded a social enterprise and an angel syndicate.

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Isabella is also a board director of the Garvan Institute of Medical Research, bringing a close connection to the medical research.

John Robson is the CEO of cell therapy manufacturing company, BioOra Limited. JR has more than 30 years of investment experience, including 12 years with Merrill Lynch Investment Management in Europe, where he was an investment manager for a number of publicly traded investment funds, and as the Head of Emerging Technologies for a large banking group in Australasia. 

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He is actively involved in a number of biotechnology start-ups in New Zealand that were seed-funded and founded by Bridgewest Ventures New Zealand, where he holds an executive position. JR is a member of the Executive Council of BioTechNZ and was awarded Life Membership of the Child Cancer Foundation by Dame Patsy Reddy in 2017 for his longstanding support to children with cancer. He has been an active member of a number of other NGOs, including CanTeen and the One Percent Collective Trust, over the last 20 years.

Vihari Ross is a portfolio manager at Antipodes Partners, working across global equities strategies for the A$21 billion firm. She has more than 20 years’ experience in global markets.

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Before joining Antipodes, she spent over 15 years at Magellan Financial Group, where she was Head of Research and led a 30-person global research team. During her time there, she designed and managed the Magellan Core Global strategy. Earlier at Magellan, she covered financials and consumer sectors and served as Sector Head of Franchises (Consumer).

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Vihari began her career at Commonwealth Investment Management in strategy and research, later joining Ausbil Dexia from 2003 to 2007 as an analyst covering financials and consumer sectors, with additional responsibility for quantitative analysis.

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She holds a Bachelor of Commerce (Actuarial Studies and Finance) and a Master of Commerce (Finance) from UNSW and is an Associate of the Institute of Actuaries.

Dominic Rowe was appointed to the Faculty of Medicine, Human and Health Sciences at Macquarie University in 2007, aged 42, becoming the youngest Professor of Neurology in Australia. He helped establish the Macquarie University health precinct, MQ Health and the Neurology Clinic. He has cared for thousands of people with MND, Parkinson's disease and other neurological conditions. Macquarie's Neurology service cares for more than 250 people with MND and more than 800 with Parkinson's disease.

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Rowe has published more than 140 peer-reviewed manuscripts, written textbook chapters on MND and edited a textbook on the Non-Motor Manifestations of Parkinson's Disease (Oxford University Press). He has more than 6,300 citations, including more than 3,300 in the last five years. His MND research has appeared in Nature Genetics (2016), Nature Communications (2017) and Science Translational Medicine (2018).

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Rowe holds two patents in Parkinson's disease and one in MND and other neurodegenerative diseases.

Bob Sahota is the co-founder, Managing Director and Chief Investment Officer of Revolution Asset Management. He is responsible for the firm’s Australian and New Zealand public and private credit portfolios, overseeing more than A$3.8 billion on behalf of institutional, family office, wholesale and retail investors.

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With more than 30 years of investment experience, Bob has built deep expertise across fixed income, private credit and alternative investments. Before founding Revolution in 2018, he was Head of Direct Lending at Kapstream Capital and previously Head of Fixed Income at Challenger Limited, where he led a team managing private debt, real estate debt, asset-backed securities and corporate credit portfolios. During his time at Challenger, assets under management grew from approximately A$1 billion to more than A$9 billion.

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Earlier in his career, Bob held investment roles with PIMCO and AMP Capital. He holds a Bachelor of Commerce from the University of New South Wales and a Master of Applied Finance from Macquarie University.

Orla Walsh is a Managing Director and Portfolio Manager in Barings’ Global Private Finance Group. Orla has worked in the industry since 2009, most recently for StepStone Group, where she built out the European Private Debt asset class and team. Prior to that, Orla held roles at The Carlyle Group, Goldman Sachs and European Investment Bank. She holds a Bachelor of Business Studies and a master's degree in business, economics and social studies from Trinity College Dublin.

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John Wylie has over 18 years of experience across portfolio management, equity research, and investment banking with deep expertise in financial institutions, healthcare, and disruptive

technologies.

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John partnered with EFM’s Chief Investment Officer in 2023 to accelerate the growth of the firm’s successful NexGen public and private equity strategies.

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Prior to EFM, John spent eight years at Magellan Asset Management covering global equities in addition to Healthcare Sector Head and Global Fund Portfolio Manager responsibilities.

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John’s early career as an M&A banker at Citigroup focused on strategic coverage of financial institutions and financial sponsors.

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John holds a Doctor of Philosophy (Finance) and a Bachelor of Commerce (First Class Honours), both from the University of Sydney.

Bobby Yazdani is the Founder and Managing Partner of Cota Capital, a San Francisco-based, SEC-registered investment firm with over $1.1 billion in assets under management. Cota focuses on early-stage enterprise technology companies, leveraging deep domain expertise, a global network of industry leaders, and systematic investment rigour to help founders build transformative businesses.

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Known for his hands-on approach, Bobby works closely with entrepreneurs on company building, strategic growth, and long-term value creation. Over two decades, he has invested in more than 200 private technology companies, including Google, Uber, Dropbox, OpenGov, and Tubi. In 2014, CB Insights ranked him the #1 angel investor among 2,000 investors.

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Prior to investing, Bobby founded Saba Software in 1997 and led its IPO in 2000. Saba served over 30 million users worldwide before being acquired by Cornerstone OnDemand in 2020. He holds a B.A. in Applied Mathematics from UC Berkeley.