On June 8th Catherine D. Wood, founder, CEO and CIO of ARK Invest, joins us for an interactive discussion designed to enlighten investors about the impact of rapidly changing market dynamics, breakthrough innovations and the opportunities they can create. In response to fast-moving news and market volatility, ARK Invest believes trusted communication is more important than ever. This event will provide you with an open, transparent and collaborative exchange of insights on the current environment, market volatility, and the role innovation plays during market extremes.
Members - FREE
Nonmembers - FREE
CFA Institute Qualified Activity: Eligible for 1 credit hour
Zoom login information will be provided in the reminder email closer to the event.
Registration closes at 5:00 PM on June 7, 2020.
2:30 pm - 3:30 pm CDT: Program
Please log in a few minutes early to test your video and internet connections.
*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Catherine D. Wood, founder, CIO and CEO of ARK Invest, registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. Focused solely on disruptive innovation, ARK aims to identify large-scale investment opportunities in the public markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.
Prior to ARK, Wood spent twelve years at AllianceBernstein as chief investment officer of Global Thematic Strategies where she managed over $5 billion. She joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which managed $800 million in global thematic strategies in the year 2000. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as chief economist, equity research analyst, portfolio manager and director. She started her career as an assistant economist with The Capital Group in Los Angeles, California.
In 2018, editors at Bloomberg acknowledged Wood 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, Wood received the “Women in Finance – Outstanding Contribution Award” from Market Media, and she was a featured speaker at the World Economic Forum (China) in 2016 & 2017, and the World Strategic Forum (Miami) in 2017. Wood received her Bachelor of Science, summa cum laude, in finance and economics from the University of Southern California in 1981.
Daniel R. Kastholm, CFA, is a managing director and regional group head of Fitch Ratings’ Latin America corporate finance team. He is responsible for the management and all operating aspects of the group’s activities. Dan chairs Fitch’s Latin American corporate rating committees and directs the group’s credit ratings and research efforts.Prior to managing the Latin America corporate finance group, Kastholm was a group vice president in the global power group at Duff & Phelps Credit Rating (DCR), where he covered the global utility and energy sectors with specialization in the emerging markets. In the global power group, he was instrumental in the expansion of the firm’s Latin American utility and project finance business. He took over responsibility for the Latin American corporate finance business at DCR in 1999 and subsequently Fitch, following its merger in June 2000.
Kastholm has more than 25 years of experience as a financial analyst. He spent several years at LaSalle Business Credit, a subsidiary of ABN Amro, where he served as a vice president in the corporate finance area. His responsibilities included new business development and the evaluation and structuring of acquisition and leveraged finance transactions, primarily for mid-sized industrial companies. Before LaSalle, Kastholm worked at Security Pacific Business Credit as a senior credit analyst, where he was responsible for coordinating due diligence and underwriting activities for specific leveraged and acquisition finance transactions in the corporate finance area. Kastholm holds a BA and an MBA from the University of Illinois, Urbana–Champaign. He was awarded the professional designation of chartered financial analyst in 1992 and is an active member of CFA Society Chicago.
*Special Notes Regarding Fees:
This event is complimentary for both members and nonmembers. Registration online is required and closes at 5:00 PM on June 7, 2020.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.