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Hosted by  CFA Tampa Bay

SOLD OUT. Big Ideas for 2024. An Evening with Cathie Wood

SOLD OUT! As of January 22nd, we are no longer taking reservations for this event.

If you would like to be placed on a "wait list", please send a message to
RSVP@CFATampaBay.org



4:30 PM - Registration and Networking
Join us on the Picasso Terrace for great conversation with your friends, colleagues, and peers. Beverages and hand-passed appetizers.

 


5:30 PM - Dinner Service Begins


6:40 PM - Program with Cathie Wood
We cap off the evening with a "fireside chat" as Jennifer Garbowicz interviews Cathie about her Big Ideas for 2024. It will be a great conversation on a wide range of topics. We'll take a dive into ARK's annual research report and get Cathie's insights into the world's current climate of innovation and technology, and her predictions for the future.


Thursday, February 1, 2024
4:30 PM - 8:00 PM Eastern Time

Location

Hilton Saint Petersburg Carillon Park
Picasso Terrace and Ballroom
950 Lake Carillon Dr
Saint Petersburg   FL   33716
(727)540-0050
 
Website for Location
Map for Location



Register and pay now by credit card, debit card, PayPal account or mailed check


CFA Society Tampa Bay Members and Associates - $0.00 $0.00
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Non-Society Members - $150 $150.00
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Gold Sponsor - $3,000 2 tables of 10 (20 tickets) $3,000.00
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Silver Sponsor - $2,000 1 table of 10 (10 tickets) $2,000.00
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Bronze Sponsor - $1,000 1/2 table (5 tickets) $1,000.00
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Non-Profit - $900 1/2 table (5 tickets) $900.00
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Speaker Profiles

 


Jennifer R. Garbowicz, CFA, CIPM
Senior Vice President, Private Client Advisor II
Bank of America Private Bank

Jennifer Garbowicz is a Senior Vice President and Private Client Advisor with Bank of America Private Bank based in St. Petersburg, Florida. She leads a team of seasoned professionals who work closely with clients to create strategies for managing the complexities of significant wealth, today and for future generations, and is committed to placing clients’ dreams, goals, and priorities first. Together with her team, Jennifer can provide a range of services uniquely tailored to each client’s objectives, including strategies for investment management, preparing for liquidity events and philanthropy, trust and estate planning services and credit solutions.

Jennifer enjoyed a ten-year career in the healthcare industry, and has almost two decades of wealth management experience. She joined the Private Bank (formerly U.S. Trust) in 2019 from an independent trust and investment management firm, where she was a principal. In that role, she managed portfolios that included equities and fixed-income assets for high-net-worth individuals, trusts, and charitable organizations. She also served on the investment committee and was responsible for developing new client relationships.

Jennifer earned a B.A. degree in management at Eckerd College and an M.B.A. with a finance concentration at the University of Tampa. She is a graduate of the ABA National Trust School and completed a certificate program in leadership and strategic impact at the Tuck School of Business at Dartmouth College. In addition, Jennifer Garbowicz is a CFA® charterholder and is a member of the CFA Institute.

Passionate about her community, Jennifer has been involved with many non-profit organizations. She has served on the board of trustees of St. Anthony's Hospital Foundation and American Stage Theatre Company, and currently serves as a board member of the Florida Holocaust Museum and Homeless Empowerment Program. In addition, she serves as chair of the Board of Trustees for HCA Florida St. Petersburg Hospital, and is on the advisory board of both Webtalk, Inc. and Airyvl. Jennifer is a past president of the board of directors of CFA® Society Tampa Bay, and was elected by her peers through CFA® Institute as the chair of the Presidents Council after serving two consecutive terms as the Presidents Council Representative for the Southeastern U.S. Region.




Catherine D. Wood
CEO, CIO
ARK Invest

Catherine D. Wood is the Founder, CEO, and CIO of ARK. Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. 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.



Registration Fee
Member
Through  January 22 No Charge
 
Non-Member
Through  January 22 $150.00

Event ID  237