This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn


Hilton Hotel Midtown

New York Hilton Midtown
1335 Avenue of the Americas,
New York, New York, 10019

Wednesday, May 15, 2013

9:25 AM - 10:15 AM


Eve Ellis, CFP Portfolio Manager, The Parity Portfolio, THE MATTERHORN GROUP AT MORGAN STANLEY

The Matterhorn Group at Morgan Stanley developed the Parity Portfolio as a discretionary portfolio management investment strategy using a gender lens in order to meet the needs of ultra-high net worth individuals and institutional clients seeking financial returns and social impact.

Extensive research reveals a positive correlation between gender diversity in the boardroom and a company’s bottom line; The Parity Portfolio was borne from its co-creator’s digging through this research.

The Parity Portfolio invests only in companies with significant female representation on their boards. Its primary objective is to achieve financial returns through capital appreciation and current income and social returns through activism for gender parity in corporate America.

There is ONE CE credit hour available for this session. 

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