Invest With Impact

Invest With Impact: The Importance of Transparency in a Portfolio

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Wednesday, February 2, 2022
10:30 – 11:30A ET

Increasingly, research shows that transparent companies can be effective impact investments. We believe transparent companies, by opening their books and holding themselves accountable to investors, ultimately engage in fewer business controversies and environmental violations that significantly impact portfolio returns.

FEATURING:

Paul A. Pagnato

Chairman, Transparency®

Cathie Wood

Founder, Chief Executive Officer, Chief Investment Officer, ARK Invest

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Paul Pagnato

Paul A. Pagnato

Founder and Chairman, Transparency Global

Paul is the Founder and Chairman of Transparency global, a company with a mission to accelerate the world’s adoption of transparency. Businesses adopting transparency represents one of the greatest opportunities to improve the well-being of people and the planet.

Paul A. Pagnato is also Founder PagnatoKarp and Co-Chairman Cresset, a top multi-family office and private wealth management firm with over $21 billion assets under management.¹ Paul is a Barron’s and Forbes top advisor with 30 years of industry leadership, ranked #1 in Virginia on Forbes Top Wealth Advisors and #2 in Virginia on Barron’s Top 1,200 Financial Advisors lists.¹ Paul has been featured in The Wall Street Journal, Barron’s, Forbes, CNBC, Fox Business, Bloomberg, Reuters, and CNN, and is an international speaker through Singularity University.

Paul began his career as a microbiologist working collaboratively with NASA and McDonnell Douglas to search for life in outer space. When he joined the financial industry, he spent 19 years with Merrill Lynch where he founded the Washington, D.C. Private Banking & Investment Office before founding PagnatoKarp, a family office created squarely on the principles of innovation and transparency.

Paul is author of Transparency Wave: Exponential Changes That Will Transform Our World and is a champion of exponential technologies that are shaping the future. His biggest passion is giving back and believes Transparency® is the key, empowering organizations aimed at improving literacy, longevity, humanity and wealth.

Paul is Advisory Council member for Stanford Center on Longevity and Board Member for CFA Society of Washington, DC. Paul is a graduate of Florida Atlantic University and The Executive Program at Singularity University.

Cresset Asset Management LLC an SEC registered investment advisor, also conducting business as PagnatoKarp, provides investment advisory, family office, and other services to individuals, families, and institutional clients.
¹as of 12/31/21
²https://cressetcapital.com/disclosures/

Cathie Wood

Catherine Wood

Founder, Chief Executive Officer,
Chief Investment Officer, 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.

In 2018, Cathie launched the Duddy Innovation Institute at her alma mater, Notre Dame Academy in Los Angeles. The institute offers a challenging educational experience for young women eager to stretch their learning beyond the boundaries of traditional acquisition of knowledge, while influencing a new way of thinking and learning throughout campus.

*The Adviser did not pay a fee to be considered for or granted any awards. The Adviser did not pay a fee or was required to be a member of an organization to be invited as a speaker at any of the noted events. For full Award Disclosure please go to our Terms & Conditions page. Past performance is not a guarantee of future results.