2021 Forbes | SHOOK On The Road Teams Event

TIME

EVENT

1:00-1:30pm

Pre-Con: Priceless: The Language of Value

• Jay Therrien, Managing Director of Executive Consulting, Invesco
• Jeff Murphy, Sr. Advisor Consultant, Invesco

1:30-1:40pm

Opening Remarks

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

1:40-2:00pm

Building a Purposeful Practice

• Mary Mullin, Merrill Lynch Wealth Management
• Jeffrey Swett, UBS Wealth Management
• Moderator: Bill McManus, Director, Hartford Funds
• Jesse Martin, Advisor Consultant, Hartford Funds

2:00-2:20pm

Choosing the Right Alternatives for an Inflationary Environment

• A.J. Agarwal, Sr. Managing Director, Real Estate, Blackstone
• Brad Marshall, Sr. Managing Director, Credit, Blackstone
• Moderator: Raj Sharma, Merrill Private Wealth Management
• John Cronin, Principal, Blackstone

2:20-2:40pm

Fireside Chat with Brett Winton

• Brett Winton, Director of Research, Ark-Invest
• Moderator: Raj Pathak, Morgan Stanley Wealth Management
• Tom Desiderio, Regional VP of Sales, Resolute Investment Managers

2:40-2:45pm

SHOOK “Ones” – My Best Idea

• Chuck Bean, Heritage Financial Services
• Chris Logue, Regional Director, Putnam Investments

2:45-3:10pm

Positioning Among Peaks, Troughs, and Bubbles - Investment Themes for 2022

• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
• Michael Arone, Chief Investment Strategist, State Street Global Advisors
• Moderator: Victor Livingstone, Morgan Stanley Private Wealth Management
• James Libutti, Regional Consultant, State Street Global Advisors

3:10-3:25pm

Break

3:25-3:50pm

Municipal Bonds: A Credit Market Driven by Technicals with a Rate Problem

• Mark Paris, CIO & Head of Municipals, Invesco
• Stephanie Larosiliere, Sr. Client Portfolio Manager & Head of Municipal Business Strategies & Development, Invesco
• Jeff Murphy, Sr. Advisor Consultant, Invesco

3:50-4:10pm

Building Brand Relevance

• Mike Fox, Founder, The Mullingar Group
• Joe Daly, Sr. Investment Consultant, Thornburg

4:10-4:30pm

Building the Team of the Future

• Ramzi Nuwayhid, Merrill Private Wealth Management
• Debra Brede, D.K. Brede Investment Management Co.
• Moderator: Allen Jones, Managing Director, Merrill Lynch Wealth Management
• John Gaines, Vice President, Private Wealth Solutions, Blackstone

4:30-4:40pm

How the Best Become the Best

• Camille Valentine, UBS Wealth Management
• Moderator: Jac McLean, Sr. Managing Director, NY Life Investments
• Jamie Hawes, Director & Advisor Consultant, NY Life Investments

4:40-5:00pm

Not All International Value is Created Equal

• Alan Barr, Portfolio Manager, First Eagle Investment Management
• Moderator: Jim Cotchett, Director of National Accounts, First Eagle Investment Management

5:00-5:25pm

Investment Panel

• Eric Hundahl, Head of Portfolio Strategy, BNY Mellon
• Strider Elass, Senior Economist, First Trust Advisors L.P.
• Moderator: Trevor Byrne, Morgan Stanley Wealth Management
• Chris Grant, Regional Vice President, BNY Mellon

5:25-5:30pm

Closing Remarks

• Frank Berland, Managing Partner, SHOOK Research