Panel Topics include Expert Outlook on the 2021 Economy and Financial Markets and Alternative Investment Strategies
Fort Worth, Texas, March 10, 2021 – Michelle Connell, CFA, President and Owner of Portia Capital Management, LLC has been invited to moderate two panels during the premium Marcus Evans Private Wealth Management & Real Estate Investors Online Summit, March 24-26, 2021. The two panels Ms. Connell will moderate are: “2021 Outlook: Expert Views on the Economy & Financial Markets” and “Taking a Deep Dive into Alternative Investment Strategies in the Era of COVID-19.”
The Marcus Evans Online Summit is an invitation-only, premium summit bringing together 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 & Wealth Management
- Politics & the Economy
- Asset Allocation & Risk Management
- ESG Investing & Impact Investing
- Financial Markets & Investments
- Tax Planning
The Private Wealth Management Online Summit offers a dynamic program featuring a visionary keynote presentation by David Lebovitz, Executive Director, Global Market Strategist at J.P. Morgan, as well as “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 the upcoming March 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 and I look forward to future opportunities to contribute to these valuable events.”
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.