{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/8c560a52-84ff-4b06-b819-f4e9bd6e85ef/bd674169-f046-49ff-ace9-213191528d40?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Expert Investor: Rory Lucas - Investing with Purpose","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6113c4e58b49030d2716f6e0/6113c5918ccb1a0014f00388.jpg?height=200","description":"<p>Happy 300th episode Equity Mates! We've got a special episode for you to mark this awesome milestone.</p><p>Rory Lucas may have the best job in Australian finance. As the Chief Investment Officer of Hearts &amp; Minds Investments, he is responsible for taking some of the best ideas from the greatest investors in Australia and around the world and managing them in a listed investment company (ASX: HM1).</p><p><a href=\"https://www.heartsandmindsinvestments.com.au/site/content/\" rel=\"noopener noreferrer\" target=\"_blank\">Hearts &amp; Minds Investments</a> is a unique listed investment company. It has been set up to support a variety of different charitable causes in Australia. The way it works? Every year, the best investors in Australia pitch their best investment ideas at the <a href=\"https://www.sohnheartsandminds.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\">Sohn Hearts &amp; Minds Investment Leaders Conference</a>. Rory takes these ideas, invests in them through HM1 and instead of taking a management fee, every year 1.5% of the fund's assets under management are donated to charity.</p><p>This year the 2020 Sohn Hearts &amp; Minds conference is taking place on 13 November 2020, so we thought this was the perfect time to sit down with Rory and learn more about the Hearts &amp; Minds conference and listed investment company.</p><p><strong>In this episode you will learn:</strong></p><ul><li>Rory's background in finance and his first investment</li><li>Rory's investing philosophy</li><li>The story of how the Hearts &amp; Minds Conference started</li><li>How Hearts &amp; Minds uses investing to support a number of charitable causes</li><li>The split of the Hearts &amp; Minds portfolio between the core portfolio and conference portfolio</li><li>The six heavyweight Australian investors that manage the HM1 core portfolio</li><li>The conference process and how the stocks pitched get added to HM1</li><li>Some of the most notable companies pitched at previous conferences</li><li>How the plans for the 2020 conference have been affected by COVID-19</li></ul><p><br></p><p>As a special offer for the Equity Mates community, we are excited to offer 20% off the ticket price for the 2020 Sohn Hearts &amp; Minds Conference. This offer is only available for the first 25 Equity Mates to use this code, so get in quick!</p><p>How to claim this offer:</p><ul><li>Head to the <a href=\"https://www.sohnheartsandminds.com.au/check-out\" rel=\"noopener noreferrer\" target=\"_blank\">Sohn Hearts &amp; Minds Conference page</a></li><li>Enter the discount code 'HM1MATES'</li><li>The ticket price should drop to $400 (down from $500)</li><li>Fill in your details and complete the checkout process</li></ul><p><br></p><p>If you want to read more from Rory, sign up to his <a href=\"https://www.heartsandmindsinvestments.com.au/site/contact/email-alerts1\" rel=\"noopener noreferrer\" target=\"_blank\">monthly email newsletter here</a>.</p><p>--------------------</p><p>Have you just started your investing journey? Head over to&nbsp;<a href=\"https://equitymates.com/?page_id=2309\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Get Started Investing</strong></a>&nbsp;– our 12-part series with all the fundamentals you need to feel confident to start your investing journey.</p><p>Want more Equity Mates? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more&nbsp;<a href=\"https://linktr.ee/equitymates\" rel=\"noopener noreferrer\" target=\"_blank\">here</a>.</p><p>If you have any questions, head to&nbsp;<a href=\"https://www.facebook.com/groups/equitymates/\" rel=\"noopener noreferrer\" target=\"_blank\">Equity Mates Facebook Discussion Group</a>&nbsp;and ask the Equity Mates community.</p><p>Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit&nbsp;<a href=\"http://diamantina.com.au/\" rel=\"noopener noreferrer\" target=\"_blank\">http://www.diamantina.com.au/</a></p>","author_name":"Equity Mates Media"}