Marcus Evans Private Wealth Management Summit Moves Online Amid Coronavirus Concerns

Michelle Connell, President of Portia Capital Management, to serve as moderator on investment panel during the online event

Fort Worth, Texas, December 2, 2020 – Michelle Connell, CFA, President and Owner of Portia Capital Management, LLC has been invited to moderate a panel during the premium Marcus Evans Private Wealth Management Online Summit, December 8-9, 2020. Ms. Connell will moderate a panel on “Growth vs. Value Investing: Which is the Better Option?”

The Private Wealth Management Online Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s content is aligned with key investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers.

This year’s key topics include:

  • COVID-19 & Portfolios
  • Macro Economy
  • The November Election
  • Asset Allocation & Risk Management
  • Succession Planning
  • Alternative Investing

The Private Wealth Management Online Summit offers “a dynamic program featuring visionary keynote presentations, real-life case studies and interactive forums delivered by compelling speakers and expert moderators,” says the event website.

“I am humbled to have been invited to serve as a moderator for this international private wealth summit,” says Ms. Connell. “It is an honor to participate in this premium event alongside investment experts from some of the nation’s top firms. 

About Michelle Connell

Ms. Connell is the only female Chartered Financial Analyst (CFA) to own a registered investment management firm in North Texas. The CFA designation is considered the highest designation in the investment management profession, and fewer than three percent of all CFAs in Texas are women. In addition to running her firm, Portia-Capital Management, Ms. Connell serves as an adjunct professor at The University of Texas, instructing CFA candidates through the CFA DFW Society. 

For her clients—including the underserved markets charities, foundations and high-net worth women—Ms. Connell crafts personalized solutions that include conventional products as well as rare access to alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. 

About Portia Capital Management

The mission of Portia Capital Management is to build a trusted relationship with every PCM client and reach an understanding of their family’s or organization’s goals and needs. PCM develops a strategic plan for each client that preserves their legacy and empowers them with a customized portfolio while educating clients on the dynamics of the investment markets and help them become confident of their futures.

Learn more about Portia Capital Management at www.portia-capital.com.

Leave a Reply

Leave a Reply

Your email address will not be published. Required fields are marked *