Hearts & Minds Podcast

Dec 05 2023 4

Hearts & Minds Podcast artwork

Every day at Hearts and Minds, we engage in conversations that truly matter. In this podcast series, we dive deep with our unique brains trust of respected investors, interact with scientists pushing the boundaries of life-saving medical research, and connect with passionate supporters who are making an impact.
We know you value the contributions we are making, and we want you to be a part of these conversations.
Join host Maggie O'Neill, Head of Marketing and Operations, CIO Charlie Lanchester, and CEO Paul Rayson as they pull back the curtain for the Hearts and Minds community. From engaging conversations with respected investors to insightful explorations with groundbreaking researchers, you'll gain a deeper understanding of the impact you're directly helping to create.
This podcast is in partnership with Equity Mates Media.

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Hall of Famer Peter Cooper talks Building and instilling a culture of humility and excellence | Cooper Investors

Dec 05 2023 49 mins

Today's guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors. A founding supporter of Hearts and Minds, Peter is a staunch advocate of our model and its philanthropic purpose, actively engaging in every facet of Hearts and Minds. He's undoubtedly a deep thinker, which was evident in this podcast, with insights extending beyond his p

Jun Bei Liu on her high conviction investment strategy | Tribeca Investment Partners

Nov 27 2023 36 mins

HM1 Chief Investment Officer Charlie Lanchester is joined by Jun Bei Liu. Jun Bei is the Portfolio Manager of Tribeca’s Alpha Plus Fund and since taking over managing the Fund, she has quadrupled AUM. She is a passionate, motivated, and dedicated investment manager having built an 18-year career at Tribeca, starting as an equity analyst in 2005 and spending several years as a Por

Discover the world of rare genetic disease research with Associate Professor Gina Ravenscroft | Harry Perkins of Medical Research

Nov 20 2023 38 mins

Chief Executive Officer Paul Rayson welcomes Associate Professor Gina Ravenscroft. Gina is an Associate Professor in Neurogenetics at the Harry Perkins Institute of Medical Research in Perth. Her research interests are in rare genetic diseases, with a particular focus on neurogenetic diseases in babies and children. Assoc. Prof Ravenscroft and her team have identified more than 20

Learn what makes a high conviction investment and how Magellan managers avoid short-term noise | Magellan

Nov 13 2023 37 mins

CIO Charlie Lanchester is joined by Alan Pullen and Elisa Di Marco from Magellan - both Portfolio Managers are responsible for stocks held in the HM1 portfolio. In this conversation, they discuss Magellan’s approach to high conviction investing, how they select top stocks for the HM1 portfolio, and how they avoid short-term noise that can cloud their judgment.Alan Pullen has been

Delve into the world of kids critical care and trauma research with Dr. Marino Festa | Kids Critical Care Research

Nov 06 2023 42 mins

Chief Executive Officer Paul Rayson welcomes Dr. Marino Festa to the show. Dr. Marino Festa, or Rino for short, is the Medical Director of NSW Kids ECMO Referral Service and a senior specialist in Paediatric Intensive Care at Children’s Hospital at Westmead.On the research side, Rino is particularly interested in how the health system can be improved with the rapid translation of

Where Regal's Phil King is searching for opportunities | Regal Funds

Oct 30 2023 31 mins

Phil King of Regal Funds, has been a tremendous supporter of Hearts & Minds since the beginning. As a Conference Fund Manager he's had the hard task of pitching both short and long ideas at the Sohn Hearts & Minds Conference. And as a Core Fund Manager, HM1 is invested in Regal's Long/Short Fund which Phil oversees. In this conversation with HM1 CIO, Charlie Lanchester, Phi

Remarkable double breakthrough preventing recurrent miscarriages and birth defects | Victor Chang Cardiac Research Institute

Oct 23 2023 41 mins

CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie of the Victor Chang Cardiac Research Institute. Prof. Dunwoodie's groundbreaking work has revolutionised clinical practices and enabled genetic diagnostic tests worldwide. In 2017, her team achieved a double breakthrough with the potential to prevent recurrent miscarriages and various birth defect

Nick Griffin on how he finds global winners | Munro Partners

Oct 16 2023 43 mins

CIO Charlie Lanchester chats to Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers. They go over his career to date, reflect on the lessons he’s learned, and trace the decisions that led to him starting Munro. Then they discuss two stocks that speak to themes of interest for Munro Partners, the 2023 darling Nvidia, and a long-held favour

Learn how Associate Professor Matt Call is teaching our body to kill cancer | WEHI

Oct 09 2023 36 mins

In this episode, CEO Paul Rayson is joined by WEHI’s Associate Professor Matt Call to talk about his incredible research. Matt’s team teaches and trains the body's own immune cells to target and kill cancer cells. This is a fascinating conversation that really gives us hope for the future of precision cancer treatment. Not only is Matt a brilliant scientist, he also has a wonde

Understanding the 4 pillar framework underpinning a high conviction strategy | TDM Growth Partners

Oct 02 2023 50 mins

In this episode, CIO Charlie Lanchester engages with TDM Growth Partners, a HM1 Core Fund Manager. Meet Ed Cowan, a former Australian Cricketer with a knack for investing, and Fraser Christie, a tech investing aficionado. They share their unique investment philosophies and delve into two high conviction stocks recommended for the HM1 portfolio - Guzman y Gomez and Rokt. Ed discusse