2022 Forbes | SHOOK On The Road Teams Event

TIME

SESSION & SPEAKER

12:30-12:40pm

Opening Remarks

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

12:40-1:00pm

How the Best Become the Best

• Joseph Karas, Morgan Stanley Private Wealth Management
• Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments
• Moderator: Cesar Bastidas, Director, Advisor Advancement Institute, New York Life Investments

1:00-1:15pm

Using Asymmetric Risk to Improve Client Outcomes

• Steve Deschenes, Director of Client Research, Capital Group, Home of American Funds
• Ron Dottin, HNW Portfolio Specialist, Capital Group, Home of American Funds

1:15-1:35pm

Inflation, Here to Stay?

• May Tong, CFA, Managing Director & Portfolio Manager, Principal
• James Macey, CFA, CAIA, Sr. Investment Strategist, BNY Mellon
• Moderator: Geri Pell, Ameriprise Financial Services

1:35-1:55pm

Choosing the Right Alternatives for an Inflationary Environment

• Frank Cohen, Sr. Managing Director, Real Estate, Blackstone
• Steve Kuppenheimer, Sr. Managing Director, Blackstone Credit
• Moderator: Rick Salvino, Merrill Private Wealth Solutions
• Jeanette Pieper, Managing Director, Private Wealth Solutions, Blackstone

1:55-2:10pm

Transformational Conversations: Blueprints from America’s Top Advisor Teams

• Chris Brady, Divisional VP, AIG Financial Distributors

2:10-2:20pm

Break

2:20-2:35pm

Senior Loans: Solving for Yield and Interest Rate Risk

• Taylor Watts, Sr. Client Portfolio Manager, Invesco Global Senior Loans
• Moderator: Florina Shutin, Wells Fargo Advisors
• Jon Ross, Market Leader & Sr. Advisor Consultant, Invesco

2:35-2:55pm

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 SPDR ETFs
• Moderator: Steven Grill, J.P. Morgan Wealth Management
• John Faron, VP & Sr. Regional Consultant, State Street Global Advisors SPDR ETFs

2:55-3:15pm

Going Against Your Instincts

• Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.
• Matt Henrici, Sr. Vice President, Institutional Sales, First Trust Portfolios L.P.

3:15-3:35pm

Conversation with Anthony Scaramucci

• Anthony Scaramucci, Founder & Managing Partner, SkyBridge Capital
• Moderator: David Bahnsen, The Bahnsen Group

3:35-3:55pm

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

• Mary Deatherage, Morgan Stanley Private Wealth Management
• Jason Katz, UBS Private Wealth Management
• Moderator: Ron Dottin, HNW Portfolio Specialist, Capital Group, Home of American Funds

3:55-4:15pm

Public and Private Credit- Where are the Opportunities?

• Andrew Park, Sr. Vice President, Alternative Credits, First Eagle Investments
• Nic Millikan, Head of Investment Strategy, CAIS
• Moderator: Steven D'Amico, Morgan Stanley Wealth Management

4:15-4:35pm

Leveraging Your Team for Optimal Performance

• Linda Modico, UBS Wealth Management
• Alli McCartney, UBS Private Wealth Management
• Moderator: Jon Ross, Market Leader & Sr. Advisor Consultant, Invesco

4:35-4:55pm

Globalization is Irreversibly Contracting

• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
• Terry Ober, National Director, Richard Bernstein Advisors

4:55-5:05pm

SHOOK One’s – My Best Idea

• Jeff Erdmann, Merrill Private Wealth Management
• Matthew Werner, Sr. VP, Regional Director, Angel Oak Funds

5:05-5:10pm

Closing Remarks

• Frank Berland, Managing Partner, SHOOK Research

5:10-6:00pm

Cocktail Reception Presented by Invesco

Dine-arounds with Partners Following