2022 Forbes | SHOOK On The Road Regional Event

TIME

SESSION & SPEAKER

2:30 - 2:45pm

Opening Remarks

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

2:45 - 3:00pm

Welcome

• Joseph Lohrer, Sr. Managing Director & Head of U.S. Retail Sales, Blackstone Private Wealth Solutions

3:00 - 3:20pm

Key Themes in Shifting Economic Landscape

• Joe Zidle, Sr. Managing Director, Blackstone Private Wealth Solutions
• Moderator: Kevin Williams, Principal, Blackstone Private Wealth Solutions

3:20 - 3:25pm

SHOOK One’s – My Best Idea

• May Chong, UBS Wealth Management

3:25 - 3:40pm

The Role of Private Credit Amid Rising Rates

• Carlos Whitaker, Sr. Managing Director, Blackstone Credit
• Moderator: Joe McCullough, Morgan Stanley Private Wealth Management

3:40 - 3:45pm

SHOOK One’s – My Best Idea

• Marc Ackerman, Wells Fargo Advisors

3:45 - 4:00pm

Networking Break

4:00 - 4:15pm

Growth Equity Reimagined

• Ramzi Ramsey, Managing Director, Blackstone Growth Equity
• Moderator: Bill Tugurian, Managing Director, Blackstone Private Wealth Solutions

4:15 - 4:20pm

SHOOK One’s – My Best Idea

• Andrew Price, Morgan Stanley Private Wealth Management

4:20 - 4:35pm

Real Estate: Discovering Opportunities in an Inflationary Environment

• Frank Cohen, Sr. Managing Director, Blackstone Real Estate
• Introduction: Dave Niehaus, Merrill Lynch Wealth Management

4:35 - 4:55pm

Alternatives in Practice

• Ed Levin, UBS Wealth Management
• Kieran Osbourne, Mission Wealth
• Moderator: Bill Tugurian, Managing Director, Blackstone Private Wealth Solutions

4:55 - 5:00pm

Closing Remarks

• Frank Berland, Managing Partner, SHOOK Research

5:00 - 5:30pm

Cocktail Reception