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Episodes

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

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

    Today's guest is the renowned investor, Peter Cooper, founder and Chief Investment Officer of Cooper Investors. A founding supporter of Hearts and Minds

    6 December

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

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

    In this episode, learn more about Jun Bei's investment style, why she's proud to be involved with Hearts & Minds and dive deeper on two of her high conviction stock recommendations held in the HM1 Portfolio.

    28 November

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

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

    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 novel human disease genes in recent years.

    21 November

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

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

    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.

    14 November

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

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

    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.

    7 November

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

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

    In this conversation with HM1 CIO, Charlie Lanchester, Phil talks about his passion for stocks, his ongoing and never ending search for opportunities, and some of the sectors he’s excited by right now. Please enjoy our conversation with Aussie hall-of-famer, Phil King.

    31 October

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

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

    CEO Paul Rayson is joined by renowned biomedical researcher Professor Sally Dunwoodie of the Victor Chang Cardiac Research Institute.

    24 October

  • Munro Partners | Nick Griffin on how he finds global winners
    General

    Munro Partners | Nick Griffin on how he finds global winners

    CIO Charlie Lanchester chats to Nick Griffin, the founding partner and CIO of Munro Partners, one of HM1's Core Fund Managers.

    17 October

  • WEHI | Learn how A/Prof Matt Call is teaching our body to kill cancer

    WEHI | Learn how A/Prof Matt Call is teaching our body to kill cancer

    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.

    10 October

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

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

    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 discusses the art of building high-performing teams, while Fraser shares his expertise in supporting tech startups. Whether you're an investor or simply curious about finance, this episode offers a wealth of knowledge.

    4 October

Meet your hosts

  • Charlie Lanchester

    Charlie Lanchester

    Charlie Lanchester is the Chief Investment Officer at Hearts and Minds Investments Limited. Prior to HM1, Charlie was a Managing Director of BlackRock, one of the world’s leading fund managers. He was head of the Fundamental Active Equities team in Australia. He has been a fund manager for 30 years with his career also spanning Schroders in London, Platinum Asset Management and Perpetual Investments where he was Deputy Head of Equities. Charlie is the Chair of SurfAid, a not-for-profit charity committed to improving the health, wellbeing and resilience of families living in isolated regions connected to us through surfing. SurfAid operates in the remote areas of Indonesia and the Solomon Islands. Charlie is also a director of The Australia Institute, a think tank based in Canberra.
  • Maggie O’Neill

    Maggie O’Neill

    Maggie is a founding team member of Hearts & Minds, a philanthropic group dedicated to raising critical funds for Australian medical research, which has donated over $50 million since inception in 2016. Maggie joined Hearts and Minds Investments Limited (HM1) as Head of Marketing and Operations as the company was listed on the ASX. She now manages the company’s operations and marketing, working closely with all stakeholders including the Board, Investment Committee, management team, fund managers and beneficiaries. Maggie is also on the production team that delivers the annual Sohn Hearts & Minds Investment Leaders Conference, Australia’s premier investor conference. Prior to Hearts & Minds, Maggie worked at UBS for five years in various roles across Asset Management, Corporate Actions, Wealth Management, Corporate Communications, Events and Marketing.
  • Paul Rayson

    Paul Rayson

    Paul is the Chief Executive Officer of Hearts and Minds Investments. Paul has worked in the financial services industry for over 20 years and has extensive experience in investment markets, technology, retail banking, risk management and insurance. Paul is the former Managing Director of CommSec, Australia’s leading online broker and former Managing Director of Colonial Mutual Life Assurance Society Ltd. Paul has also held a number of CFO and governance positions across large financial services businesses. Prior to financial services, Paul held senior roles in Chartered Accounting and Consulting firms specialising in corporate advisory and strategy. Paul holds a Commerce degree and is a Fellow of the Institute of Chartered Accountants and a member of the Australian Institute of Company Directors.

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