A Super Terrific Happy…Day! To explore Common Misperceptions in the Marketplace (It’s not a lie, if YOU believe it)

Come and join Steph, Grant, and Dave Iben and a host of special guests as we take apart a series of market misperceptions.

We can’t tell you everyone who’s going to be there yet (not that there’s anything wrong with that), but we’re pretty sure it’ll be the kind of group you’ll want to hang out with and the kind of group who’ll make you think about a whole bunch of stuff.

It’ll be real…and it’ll be spectacular.

Your Hosts

Dave Iben

Kopernik Global Investors

Stephanie Pomboy


Grant Williams

Things That Make You Go Hmmm…


*Subject to change

7:30 – 9:00 AM Breakfast
9:00 – 9:05 AM Kickoff & Welcome by hosts
9:05 – 10:00 AM Fireside Chat with Felix Zulauf, hosted by Grant Williams
10:00 – 10:55 AM To be announced!
10:55 – 11:25 AMRefreshment Break
11:30 – 12:25 PMFireside Chat with Sy Jacobs, hosted by Stephanie Pomboy
12:25 – 1:20 PMFireside Chat with Peter Atwater, hosted by Grant Williams
1:20 – 2:30 PMBuffet Lunch
2:45 – 3:40 PMFireside Chat with Bob Rodriguez, hosted by Stephanie Pomboy
3:40 – 4:35 PMWhat Is New Value? A fireside chat with Cathie Wood & Dave Iben, hosted by Grant Williams
4:35 – 5:00 PMRefreshment Break
5:00 – 6:00 PMSuper Terrific Happy Hour, Live!
6:00 – 7:00 PM Happy Hour reception on the Esplanade Terrace


Bob Rodriguez

Coming soon

Cathie Wood

ARK Investment Management

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.

Felix Zulauf

Zulauf Consulting

Felix Zulauf is the President of Zulauf Consulting, a boutique research and consulting firm that offers investment advisory services to institutional investors and family offices. Felix has over 40 years of experience in financial markets and asset management and served as a member of the Barron’s Roundtable for 30 years. He started as a trader with Swiss Bank Corporation in the early 1970’s and received training in research and portfolio management thereafter with several investment banks in New York, Zurich, and Paris. Mr. Zulauf joined UBS in 1977 as a Portfolio Manager of global mutual funds and became Global Strategist of UBS in 1982 and the head of the institutional portfolio management group in 1986. Felix served as a member of the Executive Board of Clariden Bank from 1988-1990 and founded Zulauf Asset Management AG in 1990, a Swiss-based asset management company. Mr. Zulauf sold the majority of the firm and spun off a Family Office in 2009 prior to starting Zulauf Consulting.

Peter Atwater

Economist, Professor at William & Mary

The economist behind the term “the K-Shaped Recovery,” Peter Atwater is an adjunct professor at William & Mary and the author of “The Confidence Map: Charting a Path from Chaos to Clarity.” Peter is sought out by Fortune 500 leaders, money managers, professional sports coaches, and public policymakers for his expertise on confidence and its impact on individual and group decision-making. Called the “Cartographer of Confidence,” Peter helps his clients visualize how and why changes in our feelings of certainty and control drive what we do.

Studying confidence is a second career for Peter. Out of college, Peter helped build and then ran JPMorgan’s Asset-Backed Securities business. He also served as the Treasurer of Bank One and First USA, and as the CFO of Juniper Bank (now the U.S. credit card operation of Barclays).

Sy Jacobs

Jacobs Asset Management

Sy Jacobs is the founding and managing member of Jacobs Asset Management (JAM), the management company of our hedge fund and private investment vehicles. Prior to founding JAM in 1995, Mr. Jacobs spent 12 years as a research analyst covering specialty financial services and bank stocks at Alex. Brown and Sons, Mabon Nugent, L.F. Rothschild and Co., and Salomon Brothers, Inc. He earned his Bachelor of Arts, magna cum laude, from the University of Michigan and his MBA at New York University. Sy also serves as Chairman Emeritus of Venture for America, a non-profit whose mission is to revitalize American cities and communities through entrepreneurship.


Sunny, beach-side scenery of St. Petersburg, Florida – what’s happier than that?


How do I reserve a hotel room at The Vinoy?

We’ll email you a special link to use to book a room at the hotel.

What is the best way to get there?
There are two nearby airports - PIE (St. Pete-Clearwater International Airport) and TPA (Tampa International Airport) - both are within a 25 minute drive of the hotel. We recommend uber, lyft, or a good old fashioned taxi to get from the airport to the hotel. Email us if you'd like information on private car service.
I have more questions…

No problem, email us at hello@collective-productions.com and we’ll be happy to help.








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