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Title

Innovation Investing: Navigating Accelerating Change in an Evolving Economy, Thomas Ricketts, CFA Founder of Evolutionary Tree Capital Management

Event Description

Please join CFA Columbus in welcoming Thomas Ricketts, CFA Founder of Evolutionary Tree Capital Management as our guest speaker.

“Innovation Investing: Navigating Accelerating Change in an Evolving Economy”

Thomas Ricketts, CFA, founder of Evolutionary Tree Capital Management, serves as Chief Investment Officer, Portfolio Manager, and Research Analyst. Over his 24-year investment career, he developed significant expertise in portfolio management, investment research, and executive management. Prior to founding Evolutionary Tree, Mr. Ricketts was a Sr. Portfolio Manager on Sands Capital’s flagship Select Growth strategy, a $20+ billion concentrated strategy of high-quality, sustainable growth businesses. Mr. Ricketts was one of the longest-tenured investment professionals at Sands Capital. Over the years, he contributed to building and leading the research team and attracting and retaining a broad client base of institutional and high-net-worth clients. He earned his Bachelor of Science degree from the McIntire School of Commerce at the University of Virginia (1994), his Chartered Financial Analyst (CFA) designation (1997), and an Advanced Certificate for Executives from the MIT Sloan School of Management (2016- 2017). 

Mr. Ricketts joined Sands Capital in 1994 as the Assistant to the President. He worked closely with founder Frank Sands, Sr. during the startup phase and early years of the firm, helping to grow the firm from less than $100 million in assets under management to approximately $40 billion in assets 22 years later. In 1997, Mr. Ricketts became a Research Analyst, and in 2001 he added additional Portfolio Manager duties. In 2008, Mr. Ricketts assumed the role of Sr. Portfolio Manager on the Sands US Large-Cap Growth strategy, working as a Co-PM to oversee the $20 billion strategy, and was a decision maker on that strategy for eight years. In 2011, Mr. Ricketts joined the Executive Management Team (EMT), which provides strategic leadership for the firm. In 2013, he became a member of the three-person Directing Research Team (DRT), which provided oversight of the 40-person investment team. Throughout his investment career, he gained in-depth research and portfolio management experience across a broad array of growth equity investments and industries, including deep knowledge regarding healthcare, technology, consumer, and other growth industries, developing an ability to identify value-added investment opportunities.

RSVP's due by COB Monday, May 4, 2020!

http://events.constantcontact.com/register/event?llr=wkf5epkab&oeidk=a07eh1ftkpo9961db28

Event Type

Career; Featured

Education Topic

 

Start Time

5/5/2020 11:00 AM

End Time

5/5/2020 12:00 PM

City

Webinar

State/Province

 

Event Country

 

Event Region

Americas

Location Info

Speaker

Thomas Ricketts, CFA Founder of Evolutionary Tree Capital Management

CE Credits

Yes

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$0

Candidate Price

$0

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

5/5/2020 12:00 PM

Event Link

Innovation Investing: Navigating Accelerating Change in an Evolving Economy, Thomas Ricketts, CFA Founder of Evolutionary Tree Capital Management

Event Link Leads To New Tab

Yes

Event Short Info

Innovation Investing: Navigating Accelerating Change in an Evolving Economy, Thomas Ricketts, CFA Founder of Evolutionary Tree Capital Management

Attachments

Content Type: MyCFA Calendar
Created at 4/30/2020 10:30 AM by cfa@cleveland.cfasociety.org
Last modified at 4/30/2020 10:33 AM by cfa@cleveland.cfasociety.org