2022 Forbes | SHOOK On The Road Regional Event

InterContinental Buckhead Atlanta 3315 Peachtree Road NE - March 30, 2022

InterContinental Buckhead
Atlanta 3315 Peachtree Road NE, Atlanta, GA 30326
March 30, 2022

Business Attire
2-5:00pm Sessions
5-5:30pm Cocktails

Photo op: take home your picture on the cover of Forbes!

Bring your team!


Sample Sessions

CE Credits Available

  • Key Themes in a Shifting Economic Landscape
  • SHOOK Ones – Best ideas from Top Advisors
  • The Role of Private Credit Amid Rising Rates
  • Growth Equity Reimagined
  • Real Estate: Discovering Opportunities in and Inflationary Environment
  • The Future of Our Practices
Shook Research

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Wednesday,
March 30, 2022

TIME

SESSION & SPEAKER

2:30-2:45pm

Opening Remarks

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

2:45-2:55pm

Welcome

  • Joseph Lohrer, Senior Managing Director, Private Wealth Solutions, Blackstone

2:55-3:10pm

Key Theme in a Shifting Economic Landscape

  • Joe Zidle, Senior Managing Director & Chief Investment Strategist, Private Wealth Solutions, Blackstone
  • Moderator:Patrick Agnew, Principal, Private Wealth Solutions, Blackstone

3:10-3:20pm

SHOOK One’s – My Best Idea

  • Ron Hughes, Merrill Private Wealth Management

3:20-3:40pm

The Role of Private Credit Amid Rising Rates

  • Steve Kuppenheimer, Senior Managing Director, Blackstone Credit
  • Moderator: Jeff Lewis, UBS Wealth Management

3:40-3:55pm

Growth Equity Reimagined

  • Sarah Foster, Managing Director, Blackstone
  • Moderator: John Donovan, Managing Director, Private Wealth Solutions, Blackstone

3:55-4:10pm

Networking Break

4:10-4:20pm

Building a Team of the Future

  • Hank McLarty, Gratus Capital
  • Moderator: Frank Berland, Managing Partner, SHOOK Research

4:20-4:40pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Gary Lin, Managing Director, Blackstone Real Estate
  • Moderator: Eric Kelley, Merrill Private Wealth Management

4:40-5:00pm

The Future of Our Practices

  • Ryan Floyd, West Paces Advisors
  • Buck Wiley, Merrill Private Wealth Management
  • Moderator: Ryan McCracken, Managing Director, Private Wealth Solutions, Blackstone

5:00-5:05pm

Closing Remarks

  • Ryan McCracken, Managing Director, Private Wealth Solutions, Blackstone
  • Frank Berland, Managing Partner, SHOOK Research

5:05-6:00pm

Cocktail Reception

 
Speakers:

R.J. Shook

Founder, SHOOK Research &
Senior Forbes Contributor

Joe Zidle

Senior Managing Director & Chief Investment Strategist, Private Wealth Solutions,
Blackstone

Sarah Foster

Managing Director
Blackstone

Gary Lin

Managing Director
Blackstone Real Estate

Steve Kuppenheimer

Sr. Managing Director
Blackstone Credit

...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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