Thematic Investing: Plant-Based Foods and Digital Health – May 10

Brett Winton

Director of Research

Ark Investment

Brett joined ARK in February 2014 and has worked alongside Cathie for almost 15 years since their time at AllianceBernstein. As Director of Research, Brett guides and manages the proprietary research of ARK’s investment team. The team recognizes that disruptive innovation demands a dynamic and universal approach. By researching across sectors, industries and markets, ARK’s investment team seeks to gain a deeper understanding of the convergence and market potential of disruptive innovations, and thus size investment opportunities more appropriately. Prior to ARK, Brett served as a Vice President and Senior Analyst on the Research on Strategic Change team at AllianceBernstein. In that role, Brett conducted thematic research, served on the thematic portfolios strategy committee under Cathie Wood’s stewardship, and advised portfolio managers across asset classes. His research topics included Global Energy in the Face of Carbon Dioxide Regulation; Social Media and the Rise of Facebook; the Reformation of the Financial Services Landscape; and the Emergence of Electric Vehicles. He also is the Founder and Principal at iamB Consulting, providing strategy consulting to early stage startups. Prior to 2007, Brett worked in business development in the Radio-Frequency Identification industry after serving as a founding teacher at a charter high school in Los Angeles. Brett earned his Bachelor of Science in Mechanical Engineering at the Massachusetts Institute of Technology (MIT).

Brian Choi

CEO & Managing Partner

The Food Institute

Brian Choi is Managing Partner & CEO of The Food Institute (website: www.foodinstitute.com), the leading source for food industry news, data, and market trends. The Food Institute offers the very best of B2B content including food industry-specific newsletters articles, podcasts, digital video, webinars, reports, and live programming. Brian is also an experienced financial executive in the Food & Agricultural industry. Earlier in his career, Brian served as Vice President of Finance & Business Development at Woerner Holdings, LP, a single-family investment office focused on private equity investments in the food, beverage, and agricultural industries. In his role, Brian primarily focused on mining for acquisition opportunities and performing financial due diligence. He was also involved in developing business strategy for companies held within the family office’s investment portfolio. Previous to joining Woerner Holdings, Brian worked at Ernst & Young as Manager in their Transaction Advisory Services group, performing valuation analyses on companies and complex securities. In addition, he worked at Lehman Brothers and Goldman Sachs as part of their Investment Banking and Fixed Income divisions. Brian currently resides in New York City. He is a CFA Charterholder and holds a Finance degree from the University of British Columbia in Canada.

Christina Mainelli

President & COO

Quartet

Christina Mainelli is a senior healthcare executive with more than 20 years of experience in all facets of healthcare delivery from payer to patient, including physical health, mental health, and social care. She has direct experience growing and scaling multiple high-growth businesses in healthcare services and technology, as well as playing a leadership role in multiple successful exits. Christina currently serves as the President & Chief Operating Officer (COO) for Quartet Health, a technology and clinical care company focused on delivering speed to quality mental healthcare for all. As COO, Christina is responsible for defining and executing Quartet’s care transformation strategy, including leading corporate development, product, operations and Quartet’s medical group. Prior to Quartet, Christina was the Chief Operating Officer at Unite Us, a healthcare technology company that connects patients to social care. In this role, she scaled the operations as it doubled its revenue and workforce while moving from an in-person to entirely remote delivery model. Christina also served as the EVP and Chief Growth Officer at Beacon Health Options, the nation’s largest managed behavioral health company. In this role, Christina ensured that Beacon’s long and short-term strategies resulted in client growth and retention. While at Beacon, Christina played a leadership role in the sale of Beacon to Anthem, to further Anthem’s strategy of delivering whole-person care. Prior to her role at Beacon, Christina held senior leadership roles at CareCentrix, where she served as the Senior Vice President of Post-Acute Care and the Chief Operating Officer for Sleep Management Solutions (SMS), a wholly owned subsidiary of CareCentrix. As COO, Christina had profit and loss ownership, led the company’s clinical and operational teams, and drove technology innovation. She led the organization through exponential growth and from a regional to national presence. Christina serves on the board of directors of two privately held companies; Businessolver, a market-leading benefit administration technology company, as well as Eleanor Health, a company focused on addiction and mental health recovery. She also serves as an advisor to Warburg Pincus on their healthcare portfolio. Christina holds a Bachelor of Science with a concentration in Finance from the University of Vermont and a Master of Business Administration from Yale University, where she also serves as a delegate on the Yale Alumni Association.

David Coman

CEO

Science 37

David Coman is the chief executive officer of Science 37, which makes it easier for people to participate in clinical research by connecting patients with doctors and nurses through telemedicine visits and home health screenings, then managing trial logistics from an integrated, comprehensive platform. David came to Science 37 from ERT, where he led its data and analytics business after serving as the company’s chief strategy officer. As the leader of ERT’s data and analytics business, David reimagined the way the pharmaceutical industry looks at performance and risk management for clinical trials while more than doubling the company’s bookings from analytics over a two-year period. In his strategy role, David spearheaded the acquisition of four companies in a 12-month period, generating more than $1 billion in enterprise value, while repositioning ERT as the market leader in clinical trial data generation. David joined ERT from Quintiles (now IQVIA), where as chief marketing officer and founder of its Digital Patient business, he helped lead the company’s growth from $2.7 billion in 2007 to $4.3 billion in 2015. It was here that David pioneered some of the industry’s first decentralized clinical trials while also driving significant growth and enterprise value. Prior to Quintiles, David was the chief marketing officer at Dendrite International, which is also now owned by IQVIA. Earlier in his career, David held a variety of marketing leadership roles in telecommunications, including AOL Local & Long Distance (Talk America), Excel Communications, and Aerial Communications. David earned his B.A. in advertising from Michigan State University and his MBA in marketing, entrepreneurship, and finance from the Kellogg Graduate School of Management at Northwestern University.

Deena Shanker

Bloomberg

Deena Shanker covers food for Bloomberg. Her recent work has focused on the growth in the plant-based industry, supply chain challenges in packaged food and animal welfare in agriculture. Deena is a graduate of Barnard College and the University of Pennsylvania Law School. She lives in Westchester with her family.

Duane Wright

Senior Analyst - Government and Health Care

Bloomberg Intelligence

Duane Wright is a Senior Analyst for the health team at Bloomberg Intelligence. Prior to joining Bloomberg he was a Vice President in the Government Affairs department for the Advanced Medical Technology Association (AdvaMed) where he was team lead on diagnostics, coverage and reimbursement issues, and led industry efforts to repeal the medical device tax in 2019. Prior to AdvaMed he was a Vice President at Finsbury Glover Hering, a multi-client consultant firm, and America’s Health Insurance Plans. Prior to his private sector work he was lead health staff for Senator Tom Carper (D-DE), and a Legislative Assistant to former Congressman Jim Davis (D-FL). Wright holds a law degree from The George Washington University, and a bachelor’s degree from the University of North Carolina at Chapel Hill.

Eric Balchunas

Senior ETF Analyst

Bloomberg L.P.

Eric Balchunas is Senior ETF Analyst for Bloomberg Intelligence where he writes for and leads the fund research team. He also helped create and appears on the first-ever ETF TV show called Bloomberg ETF IQ as well as a podcast called Trillions. He is also a Bloomberg Opinion contributor and author of The Institutional ETF Toolbox, which was published by Wiley in March 2016. Eric holds a bachelor's degree in Journalism and Environmental Economics from Rutgers University.

Glen Tullman

Chairman & CEO

Transcarent

Glen Tullman is the Chairman and Chief Executive Officer of Transcarent, a new, different, and better health and care experience company for employees of self-insured employers and their families. Born in Silicon Valley, Transcarent empowers consumers with the kind of information, guidance and access that leads to better care, better outcomes, and more cost-effective decisions for everyone. Tullman is the former Executive Chairman, Chief Executive Officer, and Founder of Livongo Health, the first at-scale consumer digital health company to truly empower people with chronic conditions to live better and healthier lives using data science. In his final year, he led Livongo through the largest consumer digital health Initial Public Offering in history, a secondary offering, a convertible debt offering that raised over $550 million, and the industry’s largest merger to date between Livongo and Teladoc Health, valuing Livongo at $18.5 billion and beginning a new era of consumer centric virtual care. A visionary leader and entrepreneur, Tullman previously ran two other public companies that changed the way health care is delivered. During his time as Chief Executive Officer of Allscripts, the Company was the leading provider of electronic prescribing, practice management, and electronic health records. Glen led Allscripts IPO and Secondary offerings. Prior to Allscripts, he was Chief Executive Officer of Enterprise Systems, the leading resource management systems for hospitals, which he also took public and then sold to McKesson/HBOC. Before entering healthcare, Tullman served as President and COO of CCC Information Systems, a provider of computerized systems for the property and casualty insurance sector. Tullman is also one of two Founding Partners at 7wireVentures, one of the highest returning venture capital funds in Illinois. He is the author of On Our Terms: Empowering the New Health Consumer, in which he proposes new solutions to address the chronic-condition epidemic facing our country. Glen is dedicated to finding a cure for diabetes and other chronic conditions—and to keeping people healthy until cures are found. In 2021, Glen was named one of Forbes Top 10 Healthcare Leaders of the Decade. A strong proponent of philanthropy, he was honored in 2019 with a Robert F. Kennedy Human Rights Ripple of Hope Award for his career focused on improving the safety, empathy, and efficiency of our healthcare system. He also serves as a Chancellor to the International Board of the Juvenile Diabetes Research Foundation and has served as a Board Member for the American Diabetes Association. Tullman has three amazing children who inspire him every day.

Jay Jacobs

U.S. Head of Thematics & Active ETFs

Blackrock

Jay Jacobs is U.S. Head of Thematics and Active Equity ETFs s at BlackRock. In this role, Jay is responsible for the research and development of the Megatrends suite, driving commercialization of these products, as well as managing product sales and marketing for the Megatrend franchise. Jay is also responsible for BlackRock’s active equity and international ETF suites. Previously, Jay joined Global X ETFs in 2013 and founded the firm’s Research and Strategy team, which originates the firm’s insights on markets and ETFs. He also guided the planning and development of the firm’s strategic direction. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE) in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform. Jay is frequently cited expert in print and online publications as well as broadcast media including CNBC, Bloomberg, and The Wall Street Journal among others. He holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is a CFA charter holder. Mr. Jacobs is a member of the executive advisory board of Columbia Business School’s Program for Financial Studies. He resides in the New York area and is an avid explorer, spending his spare time in the outdoors hiking, skiing, kayaking, and mountain biking.

Jennifer Bartashus

Senior Industry Analyst

Bloomberg Intelligence

Jennifer Bartashus is a senior equity analyst for Bloomberg Intelligence covering food retail, mass merchants and packaged food companies. Ms. Bartashus has over 20 years of experience in the financial markets, and appears as a guest on TV and radio outlets worldwide where she discusses her research and industry insights.

Jonathan Palmer

Senior Equity Research Analyst and Team Leader

Bloomberg Intelligence

Jonathan Palmer is a Senior Equity Research Analyst and Team Leader at Bloomberg Intelligence where he leads the group’s U.S. healthcare team. With more than two decades of experience in financial services and industry roles, he currently covers the Healthcare Technology & Distribution and Life Science & Diagnostics Tools sectors at Bloomberg. Previously, Jonathan was a sell-side analyst covering the Medical Supplies & Devices sector at CLSA. He also held a position as a long/short buy-side analyst at Thomas Weisel Partners and a hedge fund it spun out focusing on investments in non-therapeutic healthcare companies. Jonathan had joined Weisel’s sell-side research group on a Life Science & Diagnostics team before moving to the company’s asset management division. His career began at Pfizer where he was responsible for the financial planning and analysis function of the company’s European pharmaceutical division. He holds a MBA degree from the Tepper School of Business at Carnegie Mellon University, and a BS in Marketing from Pennsylvania State University.

Josh Tetrick

CEO

Eat Just

Josh Tetrick is CEO & Co-Founder of Eat Just, Inc., a food technology company with a mission to build a healthier, safer and more sustainable food system in our lifetimes. The company’s expertise, from functionalizing plant proteins to culturing animal cells, is powered by a world-class team of scientists and chefs spanning more than a dozen research disciplines. Eat Just created America’s fastest-growing egg brand, which is made entirely of plants, and the world’s first-to-market meat made from animal cells instead of slaughtered livestock. Prior to founding Eat Just, Tetrick led a United Nations business initiative in Kenya and worked for both former President Clinton and Liberian President Ellen Johnson Sirleaf. As Fulbright Scholar, Tetrick taught schoolchildren in Nigeria and South Africa and is a graduate of Cornell University and the University of Michigan Law School. Tetrick has been named one of Fast Company’s “Most Creative People in Business,” Inc.’s “35 Under 35” and Fortune’s “40 Under 40.” Eat Just has been recognized as one of Fast Company’s “Most Innovative Companies,” Entrepreneur’s “100 Brilliant Companies,” CNBC’s “Disruptor 50” and a World Economic Forum Technology Pioneer.

Kevin Sayer

President

Dexcom

Kevin Sayer is the Chairman of the Board of Directors, President and Chief Executive Officer of Dexcom. Kevin assumed the role of CEO in January 2015 and became Chairman of the Board in July 2018. Kevin has also served as our President since 2011. He held the role of Chief Operating Officer from January 2013 until January 2015. Kevin has served as a member of Dexcom’s Board of Directors beginning in November 2007, prior to his role as Chairman and CEO. Prior to leading Dexcom, Kevin held various management positions in his prior roles. He served as Chief Financial Officer of Biosensors International Group, Ltd., Executive Vice President and Chief Financial Officer of Specialty Laboratories, Inc., Chief Financial Officer of MiniMed, Inc., and Vice President and General Manager of Medtronic MiniMed after the acquisition of MiniMed by Medtronic. Kevin is a Certified Public Accountant (inactive) and received a Bachelor’s degree and a Master's degree in Accounting and Information Systems from Brigham Young University.

Matt Henriksson

Senior MedTech Analyst

Bloomberg Intelligence

Matt Henriksson is a Senior Analyst for the healthcare team at Bloomberg Intelligence, covering Medical Technology stocks. Prior to joining Bloomberg, he was an Analyst at Citi Research and Senior Associate at BMO Capital Markets, where he also covered Medical Technology stocks. He holds an MBA from The Gabelli School of Business at Fordham University and a bachelor’s degree from Franklin & Marshall College.

Mike Feher

CFO

CathWorks

Mr. Mike Feher joins CathWorks with 15 years of leadership and operational experience, including financial planning and analysis, process improvement, resource allocation, and investor relations. Mr. Feher led strategic financial initiatives at Allied Universal, which targeted driving revenue, cutting costs, and penetrating international markets. He also held various leadership roles at Edwards Lifesciences in business finance, corporate strategy, and investor relations. Mike holds a B.S. degree in Accounting and Business Administration, with an emphasis in Finance and Economics, from Chapman University and is a licensed CPA. He also earned an M.B.A. in Corporate Finance from Marshall School of Business at the University of Southern California.

Miyoko Schinner

Founder & CEO

Miyoko’s Creamery

Miyoko Schinner is the visionary founder and CEO of Miyoko’s Creamery, one of the largest and most popular plant milk dairy brands, which was founded on the principle of compassion and with the vision of building an animal-free food system. Miyoko has dedicated her life to advancing the vegan food movement and advocating for animals as sentient beings. She's published 7 vegan cookbooks, founded multiple vegan food businesses, and most recently has become an outspoken leading advocate for the right of vegan food products to use traditional meat and dairy terms on their labels. A pioneer who is continuing to advance the industry through innovations in plant milk dairy, Miyoko has been named an industry “Game-Changer” by Food & Wine Magazine and is a member of the Forbes 50 over 50 women in business class.

Sylvia Jablonski

CEO,CIO, and Co-Founder

Defiance ETFs

Sylvia Jablonski, Chief Investment Officer of Defiance ETFs. Sylvia manages Defiance’s retail and institutional investment research, capital markets and thematic ETF model portfolios. Mrs. Jablonski is a recognized pioneer in the ETF industry. Acknowledged as a top expert in the ETF space, Sylvia is frequently featured on CNBC, Bloomberg and the Wall Street Journal. Prior to joining Defiance, Sylvia was Managing Director at Direxion, advancing ETF education and strategy throughout the global financial industry, including the United States, Asia and Mexico. Sylvia is a graduate of Boston College from where she received a B.S. She also holds an MBA from Fordham University. Sylvia is FINRA Series 7,3,55, 63 and 24 licensed. She also holds Hong Kong LE Papers 1 and 2.

Tony Clapsis

General Manager

CVS Health

Tony is the General Manager of the CVS Health Clinical Trial Services (CTS) business unit. CTS’ mission is to expand access to clinical trials with a relentless focus on health equity, while improving research effectiveness and patient outcomes through a unique patient-centric delivery model. Prior to CTS, Tony built and led the CVS Health Enterprise Strategy Team that develops the long-term strategy for the overall business, CVS Pharmacy, CVS Caremark, and Enterprise Transformation. He has played a leading role in new growth opportunities, including the creation of CVS Kidney Care, acquisition of Aetna, and creation of the nationwide COVID-19 testing platform.   Before joining CVS Health in 2015, Tony served as Chief of Staff to the CEO of Caesars Entertainment. As part of this role, Tony chaired the Business Roundtable (BRT) Health Care Committee, where he worked with Fortune 500 CHROs on national employer policy priorities. Tony’s additional experience includes serving as as Professional Staff on the Senate Finance Committee where he helped draft the Affordable Care Act (ACA), as part of a portfolio managing value-based care models, provider payments, and insurance markets. Tony also spent five years as a senior healthcare equity analyst at Lehman Brothers and Barclays Capital, after starting his career in the Massachusetts State Senate. Tony graduated Phi Beta Kappa from Boston University. He is currently an Aspen Institute Health Innovation Fellow, sits on the Board of Directors of Parsley Health, and serves on the Rhode Island Health Care Cost Trends Steering Committee and the Health in Rhode Island Committee.

Ramin Mousavi

President & CEO

CathWorks

Mr. Ramin Mousavi has executive leadership and operational experience in general management, marketing, strategy, product development, and commercialization across multiple market segments. Most recently, Mr. Mousavi led the patient monitoring and digital health portfolio at Baxter International. Prior to Baxter, he held various leadership assignments at Edwards Lifesciences. Mr. Mousavi served as CathWorks’ Vice President of Global Marketing and Strategy and the Chief Marketing Officer from 2019 to 2020. Mr. Mousavi holds B.S. degrees in Computer and Electrical Engineering from University of California, Irvine. He also earned an M.B.A. from Paul Merage School of Business at UC Irvine and received a Healthcare Executive Leadership certificate for Business Innovation in Global Healthcare from Harvard Business School.

Elysabeth Alfano

CEO & Co-Founder

VegTech Invest