A Look Back: 2019 Marcus Evans Private Wealth Management Summit

By Michelle Connell, CFA | 2 min read

I had the honor of serving as chairperson for the Marcus Evans Private Wealth Management Summit in Orlando, December 2-4. The Marcus Evans Summit brought together leaders from America’s top single and multi-family offices and investment boutiques from across the globe. A premium, invitation-only event, the Summit provided an intimate format for attendees to discuss key new drivers shaping the future of the industry. 

As chairperson, my duties included emceeing the event over the entire three-day period, including all panel discussions and presentations. The highlight was introducing my favorite Wall Street strategist, Dr. David Kelly, PhD. Dr. Kelly is Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan. Dr. Kelly delivered the Summit’s keynote address, “2020 Vision & Political Distortions: A Guide to the Markets.”

Other topics included impact investing, philanthropy strategy for multi-generations, behavioral finance, alternative investments and socially responsible investing.

The Summit was held at Orlando’s Ritz-Carlton, which provided an amazing forum for the event and was entirely decked out for the holidays, including a life-sized gingerbread house! 

Gingerbread house inside the Ritz-Carlton, Orlando.

It was a pleasure for me to serve as chair for the three-day event and to network with some of the investment industry’s top leaders.

About the Author

Michelle Connell, CFA is the President and Owner of Portia Capital Management, LLC and one of the highest-rated finance professors in the United States, currently serving as an adjunct professor at The University of Texas. Ms. Connell works with her students and private clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. 

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