2022 Forbes | SHOOK On The Road Teams Event - Upcoming Events - SHOOK Research

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Thursday,
February 24, 2022

TIME

SESSION & SPEAKER

12:30-12:40pm

Opening Remarks

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

12:40-12:45pm

SHOOK Ones – My Best Idea

Amir Mossanen, Truist

12:45-1:05pm

How the Best Become the Best

Randy Conner, Churchill Management Group
Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments
Moderator: Jen Tarsney, Managing Director, Advisor Advancement Institute, New York Life Investments

1:05-1:20pm

Using Asymmetric Risk to Improve Client Outcomes

Steve Deschenes, Director of Client Research, Capital Group, Home of American Funds
Michael Schweitzer, Director of Distribution, HNW, Capital Group, home of American Funds

1:20-1:35pm

FE Philosophy Perfectly Positioned for Inflation and Interest Rate Volatility

Manish Gupta, Portfolio Manager, First Eagle Investments
Moderator: Robert Bruno, President & Head of Distribution, First Eagle Investments

1:35-1:40pm

SHOOK Ones – My Best Idea

Sara Wendt, Miracle Mile Advisors

1:40-2:00pm

Choosing the Right Alternative for an Inflationary Environment

A.J. Agarwal, Sr. Managing Director, Real Estate, Blackstone
Brad Marshall, Sr. Managing Director, Credit, Blackstone
Moderator: Mark Binder, UBS Private Wealth Management
Bill Tugurian, Managing Director, Private Wealth Solutions, Blackstone

2:00-2:10pm

Break

2:10-2:25pm

Senior Loans: Solving for Yield and Interest Rate Risk

Taylor Watts, Senior Client Portfolio Manager, Invesco Global Senior Loans
Moderator: Marc Rosenbach, Wells Fargo Advisors
Nick Cirbo, Senior Advisor Consultant, Invesco

2:25-2:40pm

Managing a Rising Rate Environment with Private Markets

Joseph Moran, Managing Director, Institutional RIA Sales, Apollo
Moderator: Jake Tracy, Director, CAIS

2:40-2:55pm

Carbon Markets: Asymmetric Returns, Low Correlations, Climate Impact

Luke Oliver, Managing Director, KraneShares
Bill Fagan, Director, Client Services, KraneShares

2:55-3:10pm

Can the Markets and Economy Prosper in a Post-Stimulus World?

Stephen Kane, Co-Chief Investment Officer, TCW, Sub-advisor First Trust Actively Managed ETFs
Jeff Krogh, Regional VP, First Trust

3:10-3:30pm

Building Investment Portfolios in Today’s Environment: Rising Rates, Soaring Inflation and Fading Fiscal Stimulus, Oh My!

Michael Arone, Chief Investment Strategist, State Street Global Advisors
Moderator: John Shadden, Morgan Stanley Private Wealth Management
Darius Tandy, VP of Private Wealth Division, State Street Global Advisors

3:30-3:50pm

Defining Your Ideal Client: How Top Teams Drive Their Growth by Staying Focused

Richard Jones, Merrill Private Wealth Management
Drew Freides, UBS Private Wealth Management
Moderator: Michael Schweitzer, Director of Distribution, HNW, Capital Group, home of American Funds
Jameson Greenstone, Wealth Management Consultant, Capital Group | American Funds

3:50-4:10pm

Leveraging Your Team for Optimal Performance