Please join us for 12:30 p.m. conversation with ARK Investment, Founder, CEO and CIO Cathie Wood. The conversation will be moderated by CFA Society of Chicago Distinguished Speaker Series member, Arthur Olunwa, CFA
Members – $55
Non-Members - $75
Student Members - $20
No Webcast Available
CFA Institute Qualified Activity: Eligible for 1.5 credit hour
Attire: Business Casual
Menu: A Buffet Lunch will be served
12:00 p.m. - Registration/Networking
12:30 - 1:30 p.m. - Conversation Begins
1:30 p.m. - Conclusion/Networking
*A Buffet Lunch will be served
Speaker: Cathie Wood
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.
Moderator: Arthur Olunwa, CFA
Arthur Olunwa, CFA is an executive in the institutional investment management industry with extensive experience as an asset allocation and portfolio manager. Arthur is the Head of U.S. Portfolio Management at Aflac Global Investments. He is responsible for the team's investment and portfolio management activities for Aflac’s $15 billion general accounts assets across its four US insurance companies. Before joining Aflac, Arthur held senior positions at PNC Institutional Asset Management, Exelon Corporation’s Investment Office and J.P. Morgan Asset Management in London, Hong Kong and New York and Jupiter Asset Management in London in multi-asset class portfolio management and risk management roles.
Arthur holds a BSc (Honors) in Business Economics from the University of East London, England. He is a qualified accountant and fellow at the Association of Chartered Certified Accountants (FCCA). He is a CFA Charterholder and a member of the CFA societies of New York and Chicago. He also sits on a number of committees at the CFA Society Chicago.
Outside of work, he is a mentor and partner at Youth Guidance, Becoming A Man (BAM) – where he mentors inner city young men of color in Chicago and the Economic Awareness Council – where he helps mentor and teach high school students about finance and investments. He also partners with a number of African-based/focused charities that provide healthcare to underprivileged families on the continent.