Broker Check
20 March
Polen Capital Presentation with Katie Shepardson

Description

Please join us for a special presentation on Polen Capital's U.S. Large/Small Company funds. Polen Capital's team believes that there are key benefits to investing in small companies. Please join us at the Harrisburg Country Club as we learn more background on this investment and discuss growth strategies to possibly enhance the returns in your portfolio.


Katie's Bio:

  • Joined Polen Capital: 2016
  • Education: B.S. in Finance and Accounting from the University of Illinois at Urbana-Champaign and M.B.A. from Northwestern University’s Kellogg School of Management
  • Primary Responsibility: As a member of the Advisor Relations team and is responsible for overseeing client relationships and business development
  • Special Interests: Travel, Food & Wine, Yoga and Boxing

Katie joined Polen Capital in 2016. Prior to joining Polen Capital, Mrs.Shepardson served for four years as Vice President of Marsh & McLennan Companies’ Marsh Risk Consulting in Miami, FL. Prior to that, she was a valuation and M&A consultant for KPMG in Chicago, IL. She received a dual B.S. in Finance and Accounting from the University of Illinois and an M.B.A. from Northwestern’s Kellogg School of Management. Mrs. Shepardson is a Certified Public Accountant (CPA). She is also a fluent Spanish speaker.

Date and Time

Wed, Mar 20, 2024

5:30p - 7:30p EST

Location

Harrisburg Country Club

401 Fishing Creek Valley Rd
Harrisburg , PA 17112

Note

5:30-6:30- Appetizers  6:30-7:30- Presentation 

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