November 17, 2017

Geoff Wilson pitches for an upgrade at Sohn Hearts & Minds

It costs $3000 to attend, but few along at Sydney’s second Sohn Hearts & Minds Investment Leaders Conference would say it was anything but a bargain.

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Former prime minister Paul Keating's prediction that the bull market can be pierced by a "Minsky moment"-style collapse has an element of truth, economists agree, but will be almost impossible to avert.
November 19, 2017
Paul Keating's Minsky moment prediction rings true among economists

Former prime minister Paul Keating's prediction that the bull market can be pierced by a "Minsky moment"-style collapse has an element of truth, economists agree, but will be almost impossible to avert.

Investors of today were “investing in the age of longevity,” UK entrepreneur and philanthropist, Jim Mellon, told the Sohn Hearts & Minds conference yesterday.
November 18, 2017
Sohn Hearts & Minds: Jim Mellon says get ready to live to 150

Investors of today were “investing in the age of longevity,” UK entrepreneur and philanthropist, Jim Mellon, told the Sohn Hearts & Minds conference yesterday.

At the Sohn Hearts & Minds conference held in Sydney on Friday leading fund managers from Australia and around the world share their best investment ideas to raise millions of dollars for medical research.
November 18, 2017
The Sohn Hearts & Minds stock calls by the top investors revealed

At the Sohn Hearts & Minds conference held in Sydney on Friday leading fund managers from Australia and around the world share their best investment ideas to raise millions of dollars for medical research. Here are a selection of the top tips:

Australia must diversify its economy away from coal exports to thrive in a modern economy as renewable energy costs plummet and investment in new coal-fired plants falls to zero, inventor and former Microsoft executive Ramez Naam, warned yesterday.
November 18, 2017
Ramez Naam calls for shift from coal to renewables

Australia must diversify its economy away from coal exports to thrive in a modern economy as renewable energy costs plummet and investment in new coal-fired plants falls to zero, inventor and former Microsoft executive Ramez Naam, warned yesterday.

It costs $3000 to attend, but few along at Sydney’s second Sohn Hearts & Minds Investment Leaders Conference would say it was anything but a bargain. The event moves the market.
November 18, 2017
Geoff Wilson pitches for an upgrade at Sohn Hearts & Minds

It costs $3000 to attend, but few along at Sydney’s second Sohn Hearts & Minds Investment Leaders Conference would say it was anything but a bargain. The event moves the market.

If you had to short one of the FANG four – Facebook, Amazon, Netflix and Google (now Alphabet) – which one would it be? And if you could only own one for the next five to 10 years, which company would you pick?
November 17, 2017
Sohn Hearts & Minds 2017: Why Atlassian's Mike Cannon-Brookes would short Facebook

If you had to short one of the FANG four – Facebook, Amazon, Netflix and Google (now Alphabet) – which one would it be? And if you could only own one for the next five to 10 years, which company would you pick?

If you had to short one of the FANG four – Facebook, Amazon, Netflix and Google (now Alphabet) – which one would it be? And if you could only own one for the next five to 10 years, which company would you pick?
November 17, 2017
Sohn Hearts & Minds 2017: Why Atlassian's Mike Cannon-Brookes would short Facebook

If you had to short one of the FANG four – Facebook, Amazon, Netflix and Google (now Alphabet) – which one would it be? And if you could only own one for the next five to 10 years, which company would you pick?

The AFR shares some of the best ideas from the 2017 Sohn Hearts & Minds Conference
November 17, 2017
Sohn Hearts & Minds 2017: The best ideas of the top investors

The AFR shares some of the best ideas from the 2017 Sohn Hearts & Minds Conference

The rising importance of technology was the key theme of the second annual Sohn Hearts & Minds conference yesterday with Google a clear favourite because of its leadership role in artificial intelligence.
November 17, 2017
Why companies are betting big on artificial intelligence

The rising importance of technology was the key theme of the second annual Sohn Hearts & Minds conference yesterday with Google a clear favourite because of its leadership role in artificial intelligence.

Heart surgeon Nikki Stamp cut straight to the point when she opened the 2017 Sohn Hearts & Minds investment conference in Sydney with the blunt declaration "we're all here to make money".
November 17, 2017
Sohn Hearts & Minds 2017: Investment conference names tech's best and worst

Heart surgeon Nikki Stamp cut straight to the point when she opened the 2017 Sohn Hearts & Minds investment conference in Sydney with the blunt declaration "we're all here to make money".

Some of the market's top experts claim that investors are underestimating how the accelerated pace of technological disruption will affect investment returns.
November 17, 2017
Future Fund warns rapid technological change will hit returns

Some of the market's top experts claim that investors are underestimating how the accelerated pace of technological disruption will affect investment returns.

Former Prime Minister Paul Keating has slammed the Turnbull Government’s foreign policy as “barren” with no new ideas except to fall in line with US policy, while China was well on the way to becoming the world’s largest economy.
November 17, 2017
China 'hellbent on $18tn economy', Paul Keating warns

Former Prime Minister Paul Keating has slammed the Turnbull Government’s foreign policy as “barren” with no new ideas except to fall in line with US policy, while China was well on the way to becoming the world’s largest economy.

Philanthropic donations will play an increasing role in funding medical research in Australia, ­according to Bob Graham, executive director of the Victor Chang Cardiac Research Institute.
November 15, 2017
Philanthropy’s bid to ensure medical research funds safe and Sohn

Philanthropic donations will play an increasing role in funding medical research in Australia, ­according to Bob Graham, executive director of the Victor Chang Cardiac Research Institute.

Anticipation is positively febrile ahead of the second Sohn Hearts & Minds conference at Sydney's Opera House on Friday.
November 15, 2017
Peter Cooper, Kerr Neilson, Rob Luciano lead Sohn stock pickers

Anticipation is positively febrile ahead of the second Sohn Hearts & Minds conference at Sydney's Opera House on Friday.

A day after ride-sharing company Uber agreed to sell $US10 billion in shares as the precursor to a stockmarket listing, one of Silicon Valley's rising stars claimed the Uber investors were about 10 years too late.
November 14, 2017
Silicon Valley goes from high tech to biotech

A day after ride-sharing company Uber agreed to sell $US10 billion in shares as the precursor to a stockmarket listing, one of Silicon Valley's rising stars claimed the Uber investors were about 10 years too late.

The architect of compulsory superannuation, former prime minister Paul Keating, has warned against the government wresting control of default contributions from the private sector, saying it would probably be a temporary move before a monopoly was sold back to the public.
November 14, 2017
Government must keep its hands off super: Paul Keating

The architect of compulsory superannuation, former prime minister Paul Keating, has warned against the government wresting control of default contributions from the private sector, saying it would probably be a temporary move before a monopoly was sold back to the public.

The Paul Ramsay Foundation is tipping the first $10 million into a new "fund" that will track the top picks to come out of next week's Sohn Hearts & Minds conference.
November 10, 2017
Ramsay Foundation writes $10m cheque

The Paul Ramsay Foundation is tipping the first $10 million into a new "fund" that will track the top picks to come out of next week's Sohn Hearts & Minds conference.

The charitable foundation of the late billionaire healthcare entrepreneur Paul Ramsay is set to back a novel investment product launched to capitalise on interest in the ideas of the top stock pickers presenting at the Sohn Hearts & Minds conference next week.
November 10, 2017
Paul Ramsay to harness power of Sohn

The charitable foundation of the late billionaire healthcare entrepreneur Paul Ramsay is set to back a novel investment product launched to capitalise on interest in the ideas of the top stock pickers presenting at the Sohn Hearts & Minds conference next week.

Auscap Asset Management founder Tim Carleton was overseas on holidays last year when he heard of Britain’s vote to leave the EU.
October 24, 2017
Brexit vote shut one door, opened another for Auscap investors

Auscap Asset Management founder Tim Carleton was overseas on holidays last year when he heard of Britain’s vote to leave the EU.

Jim Mellon describes himself as an "opportunistic, competent, plagiarist" investor. "I'll take anyone's ideas," says the man that has often been described as Britain's version of Warren Buffet.
October 22, 2017
British billionaire Jim Mellon's (very) long and short bets

Jim Mellon describes himself as an "opportunistic, competent, plagiarist" investor. "I'll take anyone's ideas," says the man that has often been described as Britain's version of Warren Buffet.

Melbourne-based fund manager Peter Cooper has a simple formula for picking stocks — a pathway of value options with people he trusts — and he applies the same formula around the world.
October 20, 2017
Cooper’s formula for picking stocks adds up

Melbourne-based fund manager Peter Cooper has a simple formula for picking stocks — a pathway of value options with people he trusts — and he applies the same formula around the world.

On 30 September, 2008, the US National Debt clock installed at New York's Times Square ran out of numbers as it ticked over $US10 trillion. In the midst of the worst financial crisis of a generation, that moment came to symbolise the alarming lack of control over public finances that would lead the Western world to doom.
October 15, 2017
Asia hedge fund king Danny Yong says debt doesn't matter

On 30 September, 2008, the US National Debt clock installed at New York's Times Square ran out of numbers as it ticked over $US10 trillion. In the midst of the worst financial crisis of a generation, that moment came to symbolise the alarming lack of control over public finances that would lead the Western world to doom.

One of Asia's leading hedge fund investors says institutions will only embrace cryptocurrencies once they can get comfort their holdings can't be stolen by hackers.
October 9, 2017
Cryptocurrency bubble could continue: Dymon's Danny Yong

One of Asia's leading hedge fund investors says institutions will only embrace cryptocurrencies once they can get comfort their holdings can't be stolen by hackers.

The Capital Group is one of the oldest and most successful asset managers in the world. Founded in 1931, it has accumulated $1.5 trillion of assets by beating the market with an intense devotion to rigorous research.
September 22, 2017
Why investors' best ideas can sometimes be their worst

The Capital Group is one of the oldest and most successful asset managers in the world. Founded in 1931, it has accumulated $1.5 trillion of assets by beating the market with an intense devotion to rigorous research.

To be successful at picking Australian stocks, Greencape Capital's Matt Ryland says you have to travel with the world.
September 17, 2017
Being informed beats being early says Greencape's Matt Ryland

To be successful at picking Australian stocks, Greencape Capital's Matt Ryland says you have to travel with the world.

Richard Goyder, who heads one of the nation’s most generous corporates, Wesfarmers, says that working with the community is more important than it has ever been. But he says the challenge is to “make the (philanthropy) money more efficient”.
September 15, 2017
'Make the money more efficient'

Richard Goyder, who heads one of the nation’s most generous corporates, Wesfarmers, says that working with the community is more important than it has ever been. But he says the challenge is to “make the (philanthropy) money more efficient”.

Jim Mellon is on his balcony in Ibiza, talking about the joys of a long and healthy life. At 60, he’s only halfway through what he expects will be commonplace pretty soon – an average lifespan of 110 or 120 years.
September 15, 2017
'It’s a super-exciting time'

Jim Mellon is on his balcony in Ibiza, talking about the joys of a long and healthy life. At 60, he’s only halfway through what he expects will be commonplace pretty soon – an average lifespan of 110 or 120 years.

Facebook and Google are the most “over-owned” stock on the planet but could easily halve in value, British billionaire Jim Mellon believes.
September 15, 2017
Facebook and Google heading for a crash, British billionaire believes

Facebook and Google are the most “over-owned” stock on the planet but could easily halve in value, British billionaire Jim Mellon believes.

The next wave of successful tech start-ups will be those that can modernise lumbering corporate giants, governments and the healthcare sector, according to prominent Silicon Valley venture capitalist Joe Lonsdale.
September 7, 2017
Fixing big business, governments is Silicon Valley's next big thing

The next wave of successful tech start-ups will be those that can modernise lumbering corporate giants, governments and the healthcare sector, according to prominent Silicon Valley venture capitalist Joe Lonsdale.

Kerr Neilson has cemented his reputation as one of Australia's top investors, triumphing in the Sohn Hearts & Minds charity stock picking competition.
September 4, 2017
Platinum's stock pick wins out at Sohn Heart & Minds

Kerr Neilson has cemented his reputation as one of Australia's top investors, triumphing in the Sohn Hearts & Minds charity stock picking competition.

Watch Professor Bob Graham, Executive Director at Victor Chang Cardiac Research Institute chat live on Sky News about Sohn Hearts & Minds.
July 3, 2017
Sky News: Professor Bob Graham

Watch Professor Bob Graham, Executive Director at Victor Chang Cardiac Research Institute chat live on Sky News about Sohn Hearts & Minds.

Macquarie Investment Management's head of equities Patrick Hodgens says his most successful stock pick was buying Macquarie Group almost 25 years ago but last year he identified another big winner: New Zealand telco Chorus.
July 2, 2017
Investors prepare top picks for Hearts & Minds Conference

Macquarie Investment Management's head of equities Patrick Hodgens says his most successful stock pick was buying Macquarie Group almost 25 years ago but last year he identified another big winner: New Zealand telco Chorus.

Sydney businessman Gary Weiss admits to being uncertain last year about whether New York’s Sohn conference, where fund managers give their investment tips to raise money for medical charities, would work in Australia.
July 2, 2017
Hearts & Minds: get rich and help people

Sydney businessman Gary Weiss admits to being uncertain last year about whether New York’s Sohn conference, where fund managers give their investment tips to raise money for medical charities, would work in Australia.