Featured Virtual Event

Featured Virtual Event

PagnatoKarp hosted a stimulating Private Virtual Event with Cathie Wood, CEO/CIO at ARK Invest, whose focus is solely on DISRUPTIVE INNOVATIONS. Hear Cathie discuss how to invest during the pandemic crisis with real-time examples.

Key Takeaways:

  1. How Disruptive Innovation is Changing the World
  2. Top Five Industries Likely to Grow Exponentially
  3. Where to Invest During the Current Pandemic Crisis

About Our Guest Speaker

Catherine WoodCatherine Wood – CEO/CIO of ARK Invest. Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions.

Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.

Cathie has been recognized as an influential fund manager across various outlets. In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media. Cathie also has been a featured speaker at the World Economic Forum (China) in 2016 & 2017, the World Strategic Forum (Miami) in 2017, The Sohn Hearts and Minds Investment Leaders Conference (Australia) in 2018 and 2019, and Singularity University’s Exponential Finance in 2017 and Global Summit in 2019.

About ARK Invest

ARK Investment Management LLC (ARK Invest) holds a precision lens on thematic investing. They focus on disruptive innovation and identify themes that will enhance productivity and create wealth. ARK seeks to research and invest in technologically enabled innovation that cuts across economic sectors and changes the way our world works. Current themes include Autonomous Technology and Robotics, Next Generation Internet, Fintech, and the Genomic Revolution.

ARK believes innovation is key to growth and ultimately wins out in an equity market. ARK manages an in-house research team allowing identification of secular shifts prior to their market reflection. ARK's unique research ecosystem leverages multiple data streams, both internal and external, that result in original analysis.

About PagnatoKarp Cresset

We are a Boutique Family Office specializing in Intelligent Wealth Management™ for CEO Founders, entrepreneurs, wealth creators, PE executives, and ultra-high-net-worth families. With True Fiduciary® standards, we embrace Transparency® and the legal obligation to put your interests first. Frequently ranked on top financial advisor lists by Barron’s and Forbes, our goal is to streamline your life so you have more TIME to spend on what matters to you most.

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