2022 Forbes | SHOOK On The Road Regional Event

The Ritz-Carlton, Dallas, 2121 McKinney Ave, Dallas ,TX - April 27, 2022

The Ritz-Carlton, Dallas,
2121 McKinney Ave, Dallas ,TX
April 27, 2022

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

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

Bring your team!


Sample Sessions

CE Credits Available

  • SHOOK Ones - Best Ideas from Top Advisors
  • Key Themes in a Shifting Economic Landscape
  • The Role of Private Credit Amid Rising Rates
  • Growth Equity Reimagined
  • Alternatives in Practice
  • Real Estate: Discovering Opportunities in an Inflationary Environment
Shook Research

REGISTRATION NOW AVAILABLE!

How many team members are you bringing? *

Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Work Phone: *

Team Total Assets: *

Would you like to receive CE credits for this event?

I-W ID#:

CFP ID#:

Address: *

Zip: *

Country: *

City: *

State: *

Wednesday,
April 27, 2022

TIME

SESSION & SPEAKER

2:30-2:45pm

Opening Remarks

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

2:45-3:05pm

Key Themes in Shifting Economic Landscape

  • Joe Zidle, Sr. Managing Director, Blackstone Private Wealth Solutions
  • Moderator: David Ainsworth, Managing Director, Blackstone Private Wealth Solutions

3:05-3:10pm

SHOOK One’s – My Best Idea

  • Ryan Long, UBS Private Wealth Management

3:10-3:30pm

The Role of Private Credit Amid Rising Rates

  • Dan Oneglia, Sr. Managing Director, Blackstone Credit
  • Moderator: David Bower, Morgan Stanley Wealth Management

3:30-3:35pm

SHOOK One’s – My Best Idea

  • Drew Swedlund, Rockefeller Capital Management

3:35-3:55pm

Growth Equity Reimagined

  • Brian Dunlap, Managing Director, Blackstone Growth
  • Moderator: Jesse Cotter, Principal, Blackstone Private Wealth Solutions

3:55-4:10pm

Networking Break

4:10-4:15pm

SHOOK One’s – My Best Idea

4:15-4:35pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Karen Sprogis, Managing Director, Blackstone Real Estate
  • Moderator: Michael Horlick, Southern Wealth Management

4:35-4:55pm

Alternatives in Practice

  • Sallie Behnke, Morgan Stanley Wealth Management
  • Royce Medlin, Clear Rock Advisors
  • Moderator: David Ainsworth, Managing Director, Blackstone Private Wealth Solutions

4:55-5:00pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

5:00-5:30pm

Cocktail Reception

 
Speakers:

R.J. Shook

Founder, SHOOK Research &
Senior Forbes Contributor

Joe Zidle

Sr. Managing Director
Blackstone Private Wealth Solutions

Karen Sprogis

Managing Director
Blackstone Real Estate

Dan Oneglia

Sr. Managing Director
Blackstone Credit

Brian Dunlap

Managing Director
Blackstone Growth

...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.

LinkedIn