Forbes | SHOOK
On The Road Regional Event

Detroit, MI - September 2, 2021

The Townsend Hotel

8:30-9am Breakfast
9am-1pm Sessions
1-2pm Lunch

Exclusively for Advisors, RIA’s & Teams


Speakers

Top Advisors and RIAs

  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor
  • James Bowen, Chief Executive Officer, First Trust Portfolios L.P.
  • David McGarel, Chief Investment Officer, First Trust Portfolios L.P.
  • Brian Wesbury, Chief Economist, First Trust Portfolios L.P.
  • Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.

Sessions

  • SHOOK Talks - Best ideas from Top Advisors
  • Fighting the Good Fight
  • The Future of Our Practices
  • Post-COVID Investing
  • The New Age of Growth
  • Normal or New Normal... That is the Question

Shook Research

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Thursday,
September 2, 2021

TIME

SESSION & SPEAKER

8:30-9:00 am

Breakfast

9:00-11:30 am

Opening Remarks

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

Welcome

  • Tom Kotcher, Managing Director, National Sales, First Trust Portfolios L.P.

Fighting the Good Fight

  • James Bowen, CEO, First Trust Portfolios L.P.
  • Intro: Tom Kotcher, Managing Director, National Sales, First Trust Portfolios L.P.

The Future of Our Practices

  • Moderator: Jonathan Wills, Managing Director, RIA & Institutional Sales, First Trust Portfolios L.P.
  • Melissa Spickler, Merrill Lynch Wealth Management
  • Jeff Fratarcangeli, Fratarcangeli Wealth Management

A Simple Strategy for Maximizing Your Business

  • Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.
  • Intro: Tom Kotcher, Managing Director, National Sales, First Trust Portfolios L.P.

11:30-11:40 am

Networking Break

11:40 am-1:00 pm

Post-COVID Investing

  • David McGarel, CIO, First Trust Portfolios L.P.
  • Intro: Tom Kotcher, Managing Director, National Sales, First Trust Portfolios L.P.

The New Age of Growth

  • Moderator: Joel Chery, Market Executive, Merrill Lynch Wealth Management
  • Scott Hankins, Merrill Lynch Wealth Management
  • David Kudla, Mainstay Capital Management

Normal or New Normal; That is the Question

  • Brian Wesbury, Chief Economist, First Trust Portfolios L.P.
  • Intro: Tom Kotcher, Managing Director, National Sales, First Trust Portfolios L.P.

Closing Remarks

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

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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