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Hosted by  CFA Tampa Bay

Big Ideas for 2024. An Evening with Cathie Wood

Please make plans to join us for a special evening bringing together investment management, financial planning, wealth management, trust and estate professionals and key decision-makers throughout our community.

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 chate" as Jennifer Garbowicz interiews 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.

Registration opens December 1, 2023.

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


Hilton Saint Petersburg Carillon Park
Picasso Terrace and Ballroom
950 Lake Carillon Dr
Saint Petersburg   FL   33716
Website for Location
Map for Location

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 and having more than 15 years of wealth management experience, Jennifer leads a team of seasoned professionals who create a strategic approach to understand what is important for clients and help them manage the complexities of wealth with both today’s needs and the needs of future generations in mind. Jennifer and the team are dedicated to providing a range of services unique to each client’s needs and goals. Whether it is providing guidance on wealth transfer strategies, investment management, liquidity event planning, credit structuring, and philanthropy, the team is focused on placing clients’ dreams, goals, and priorities first.

Prior to joining Bank of America Private Bank, Jennifer Garbowicz was a Principal at Sabal Trust Company, working as a portfolio manager with experience managing equities and fixed-income assets for high-net-worth individuals, trusts, and charitable organizations. She was also responsible for client acquisition, served on the Investment Committee, and took the lead on many cross-disciplinary projects. Jennifer’s academic background includes a Bachelor of Arts degree in management from Eckerd College and MBA with a Finance Concentration from the University of Tampa. She holds the Chartered Financial Analyst® designation and is a member of the CFA® Institute, and a graduate of the ABA National Trust School.

Jennifer is passionate about her community and has been involved with many non-profit organizations. She served on the Board of Trustees of St. Anthony's Hospital Foundation and American Stage Theatre Company. Jennifer is Past President of the Board of Directors of CFA® Society Tampa Bay, and was elected by her peers through the CFA® Institute as the Presidents Council Representative for the Southeastern U.S. Region.

Catherine D. Wood
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.

Event ID  237