2019 Forbes | SHOOK NY/NJ/CT Top Advisor Event

September 10, 2019

Forbes on Fifth, 24 5th Ave, NYC

1:30pm-5:30pm Sessions
Cocktails
Dine-Arounds
Photo op: take home your picture on the cover of Forbes!

Exclusively for Top Advisors, RIAs


Speakers

  • Top Advisors & RIAs
  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor
  • Joel Greenblatt, Managing Principal & Co-Chief Investment Officer, Gotham Funds
  • Bob Doll, Chief Equity Strategist, Nuveen
  • Ron Baron, CEO & Chief Investment Officer, Baron Funds
  • Christopher Davis, Portfolio Manager, Davis Advisors
  • Matthew McLennan, Head of Global Value Team, First Eagle
  • Brendan Ahern, Chief Investment Officer, KraneShares
  • Matthew P. O’Connor, Chairman & Chief Executive Officer, American Funds Distributors, part of Capital Group

Sample Sessions

CE Credits Available

  • SHOOK Talks — Best ideas from Top Advisors & RIAs
  • The Future of Advice: Meeting client expectations in a changing world
  • What’s next for the market and economy?
  • Open dialogue with the fastest growing teams
  • Compensating team members
Shook Research

SOLD OUT!!

Complete the form below to be added to a waitlist or call Blake Pastore: 561-372-1027

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Tuesday,
September 10, 2019

TIME

SESSION & SPEAKER

1:00 - 1:30 pm

Registration

1:30 - 1:40 pm

Welcome Remarks

  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor

1:40 - 1:45 pm

SHOOK “Talks"

  • Nadine Wong, Morgan Stanley Private Wealth Management
  • Introduction: Jonathan Ross, Vice President, Senior Advisor Consultant, Invesco

1:45 - 2:10 pm

Is Value Investing Dead... or Just Sleeping?

  • Joel Greenblatt, Managing Principal & Co-Chief Investment Officer, Gotham Asset Management
  • Introduction: Clint Kugler, Head of Business Development, Gotham Asset Management

2:10 - 2:40 pm

Top Portfolio Managers Discuss Global Investment Strategies

  • Brendan Ahern, CIO, KraneShares
  • Christopher Davis, Chairman & Portfolio Manager, Davis Advisors
  • Matthew McLennan, Head of Global Value Team, First Eagle
  • Moderator: Brian Pfeifler, Morgan Stanley Private Wealth Management
  • Introduction: Eric Monte, Director, KraneShares

2:40 - 2:55 pm

The New Partnership Model: Building Your Team of Teams

  • Matthew P. O’Connor, Chairman & Chief Executive Officer, American Funds Distributors, part of Capital Group
  • Introduction: Michael Schweitzer, Head of HNW, American Funds Distributors, part of Capital Group

2:55 - 3:10 pm

Marketing Your Team’s Forbes Recognition

  • Emily Rubin, UBS Financial Services
  • John Olson, Merrill Lynch Wealth Management
  • Moderator: Paul Reiss, Vice President, Forbes Media
  • Introduction: Jac McLean, Senior Managing Director, New York Life Investments

3:10 - 3:20 pm

Break

3:20 - 3:25 pm

SHOOK “Talks”

  • Robert Waldele, Merrill Lynch Wealth Management
  • Introduction: Robert Bruno, President, First Eagle Funds Distributors & Head of Distribution, First Eagle Funds

3:25 - 3:50 pm

Looking Forward - Growth Investing with Ron Baron

  • Ron Baron, CEO & CIO, Baron Funds
  • Introduction: David Judice, Head of Intermediary Sales and National Accounts, Baron Funds

3:50 - 3:55 pm

SHOOK “Talks”

  • Michael Bapis, Rockefeller Capital Management
  • Introduction: Dodd Kittsley, National Sales Director, Davis Advisors

3:55 - 4:20 pm

Becoming the Longevity Advisor of the Future

  • Anthony Valente, Morgan Stanley Wealth Management
  • Sharon Sager, UBS Private Wealth Management
  • Moderator: Julie Genjac, Managing Director, Strategic Markets, Hartford Funds
  • Introduction: Chris Unis, Regional Vice President, Advisor Consultant, Hartford Funds

4:20 - 4:55 pm

Outlook on the Market... and What’s Ahead

  • Bob Doll, Chief Equity Strategist, Nuveen
  • Introduction: Dave Dunton, Senior Managing Director & National Sales Manager, Nuveen

4:55 - 5:00 pm

Closing Remarks

  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor

5:00 - 5:45 pm

Cocktail Reception

Past
Speakers:

David M. Rubenstein

Co-Founder & Co-Executive Chairman,
The Carlyle Group

Leon G. Cooperman

Founder, CEO & Chairman,
Omega Advisors

Jeremy Siegel

Professor, The Wharton School of Finance; Senior Investment Strategy Advisor, WisdomTree

Jamie Dinan

Founder, York Capital Management

Steve Forbes

Chief Executive & Chairman, Forbes Media

Leslie Picker

Reporter,
CNBC

Marc Lasry

Co-Founder, CEO & Chairman,
Avenue Capital Group

Liz Shook

Chief Operating Officer,
SHOOK Research

Richard Bernstein

CEO & Chief Investment Officer,
Richard Bernstein Advisors

Rick Rieder

Managing Director & Global Chief Investment Officer; BlackRock

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer, Gotham Funds

R.J. Shook

Co-Founder, President, SHOOK Research, Senior Forbes Contributor

Elizabeth Pitcairn
& Her "Red Violin"

World-Class Violinist

Ray Dalio

Founder, Bridgewater Associates

Paul Tudor Jones

Founder, Tudor Investments

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Randall Lane

Editor, Forbes Magazine

Bill Miller

Chairman, CIO & Co-Founder, Miller Value Partners

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Bob Doll

Chief Equity Strategist, Nuveen

Lara Logan

Journalist, Sinclair Broadcast Group; Former CBS News Foreign Correspondent

Mike Novogratz

CEO, Galaxy Investment Partners

Jeffrey Altman

Founder, Owl Creek Asset Management

Dr. David Kelly

Chief Global Specialist and Head of Global Market Insights Team, J.P. Morgan

Brian Wesbury

Chief Economist, First Trust Advisors L.P.

...plus the highest rated Advisors and RIAs sharing best practices.

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

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