2022 Forbes | SHOOK On The Road Regional Event

The Ritz-Carlton, Philadelphia - 10 Ave Of The Arts, Philadelphia, PA - October 25, 2022

The Ritz-Carlton, Philadelphia

10 Ave Of The Arts, Philadelphia, PA
October 25, 2022

Business Casual
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
  • Alternatives in Practice
Shook Research

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Tuesday,
October 25, 2022

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: Fran Golden, Managing Director, Blackstone Private Wealth Solutions

3:20-3:25pm

SHOOK One’s – My Best Idea

  • Shawn Gold, Merrill Lynch Wealth Management

3:25-3:40pm

The Role of Private Credit Amid Rising Rates

  • Carlos Whitaker, Sr. Managing Director, Blackstone Credit
  • Moderator: Ari Shaiken, Vice President, Blackstone Private Wealth Solutions

3:40-3:45pm

SHOOK One’s – My Best Idea

  • Rachel Cohen, Morgan Stanley Wealth Management

3:45-4:00pm

Networking Break

4:00-4:15pm

Growth Equity Reimagined

  • Daniel Katz, Managing Director, Tactical Opportunities, Blackstone Growth
  • Moderator: Fran Golden, Managing Director, Blackstone Private Wealth Solutions

4:15-4:20pm

SHOOK One’s – My Best Idea

  • Timothy Seeger, UBS Wealth Management

4:20-4:40pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Karen Sprogis, Managing Director, Blackstone Real Estate
  • Moderator: Katie Taylor, Vice President, Blackstone Private Wealth Solutions

4:40-5:00pm

Alternatives in Practice

  • Matthew D. Liebman, Amplius Wealth Advisors
  • Kelly Castleberry, Graystone Consulting from Morgan Stanley
  • Moderator: John Donovan, Managing Director, Blackstone Private Wealth Solutions

5:00-5:05pm

Closing Remarks

  • Lindsey Nacht, Sr. Associate VP, Research Manager, SHOOK Research

5:05-5:30pm

Cocktail Reception

Past
Speakers:

David M. Rubenstein

Co-Founder & Co-Executive Chairman
The Carlyle Group

Ray Dalio

Founder, Bridgewater Associates

Cathie Wood

CEO & CIO, Ark Investment

Stephen Schwarzman

CEO, Chairman & Co-Founder Blackstone

Liz Shook

Co-Founder, COO,
SHOOK Research

Ben Horowitz

Co-Founder, Andreessen Horowitz

Bill Miller

Chairman, CIO & Co-Founder, Miller Value Partners

Jonathan Gray

President & COO Blackstone

Bill Ackman

Pershing Square Capital Management

Steve Forbes

Chief Executive & Chairman, Forbes Media

Serena Williams

Anthony Scaramucci

Founder & Managing Partner, SkyBridge Capital

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Sam Zell

Equity Group Investments

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Jeremy Siegel

Professor, The Wharton School of Finance; Senior Investment Strategy Advisor, WisdomTree

Lara Logan

Journalist, Sinclair Broadcast Group; Former CBS News Foreign Correspondent

Brian Wesbury

Chief Economist, First Trust Advisors L.P.

Kevin Durant

Zedd

Moira Forbes

Forbes Media

Richard Bernstein

CEO & Chief Investment Officer
Richard Bernstein Advisors

Jessica Sibley

Chief Sales Officer
Forbes Media

Rick Rieder

Managing Director & Global Chief Investment Officer; BlackRock

Ron Insana

Senior Advisor
Schroders

Randall Lane

Editor, Forbes Magazine

Leslie Picker

Reporter
CNBC

Normani

Chris Davis

Portfolio Manager, Davis Advisors

Jamie Dinan

Founder, York Capital Management

R.J. Shook

Co-Founder, President,
SHOOK Research,
Senior Forbes Contributor

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer, Gotham Funds

Elizabeth Pitcairn
& Her "Red Violin"

World-Class Violinist

Mike Novogratz

CEO, Galaxy Investment Partners

Bob Doll

Chief Equity Strategist & Sr Portf. Strategist, Nuveen

Jimmy Levin

Chief Investment Officer Sculptor Capital

Thomas Lee

Managing Partner Fundstrat Global Advisors

Mike Federle

CEO, Forbes Media

Andrew Wellington

Co-Founder, Managing Partner & CIO, Lyrical Asset Management

Frank Berland

Managing Partner, SHOOK Research

Jennifer Moss

Award-Winning Journalist Author

Katie Storer

Principal, Blackstone Growth Equity

Dr. David Kelly

Chief Global Specialist and Head of Global Market Insights Team, J.P. Morgan

The Chainsmokers

Lindsey Nacht

Research Manager, SHOOK Research

Joe Zidle

Sr. Managing Director, Blackstone Private Wealth Solutions

Carlos Whitaker

Sr. Managing Director, Blackstone Credit

Daniel Katz

Managing Director, Tactical Opportunities, Blackstone Growth

Karen Sprogis

Managing Director, Blackstone Real Estate

and more…

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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