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In this episode, ARK CEO and CIO Cathie Wood sits down with Stefanie Drews, the newly appointed CEO of Amova (formerly Nikko Asset Management). Together, they explore the evolution of a decade-long partnership that helped shape both firms — and delve into Stefanie’s remarkable leadership journey as a woman at the helm of a global asset manager. From Amova’s recent strategic expansion in Asia to Stefanie’s philosophy of integrating personal, professional, and purpose-driven goals, this conversation blends business insight with human depth.Stefanie also shares how her experiences as a single mother, an environmental advocate, and a structured leader have shaped the way she builds companies and raises a family — simultaneously, and without compromise.
Key Points From This Episode:
00:00:00 Introduction — Cathie Wood introduces Stefanie Drews and Amova’s significance to ARK
00:02:00 Why “Amova”? The origin and meaning behind the rebrand
00:06:50 How ARK and Amova (formerly Nikko) first connected — a webinar, a cold call, and early alignment
00:10:30] Japan’s surprising appetite for innovation and thematic investing
00:15:00 Fintech’s rapid uptake in Asia and ARK’s early research shifts
00:16:15 Misconceptions about Japanese retail investors and their sophistication
00:18:45 Social media, translation, and virality of ARK’s research in Japan
00:20:00 Amova’s expansion into Southeast Asia: Malaysia, digital wealth, and private equity
00:22:00 Six-part growth strategy and ticking bo
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