2023 Forbes | SHOOK On The Road Boston Regional Event

Boston Harbor Hotel | 70 Rowes Wharf, Boston, MA | June 14, 2023

Boston Harbor Hotel

70 Rowes Wharf, Boston, MA
June 14, 2023

Business Casual
12:30-1:00pm Registration
1-5:00pm Sessions
5-5:45pm Cocktails

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

Bring your team!


Sample Sessions

  • Navigating Investment Risk/Value of Scarcity with Matt McLennan
  • Investing From the Bottom up With a Panel of Top Global Analysts
  • Real and Actionable Ideas to Build and Manage an Elite Team
  • Small Companies, Big Ideas
  • The Boom in Private Equity and the Growth of Private Lending
Shook Research

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Wednesday,
June 14, 2023

TIME

SESSION & SPEAKER

1:00 - 1:20pm

We're Here on Purpose

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

1:20 - 1:30pm

First Eagle Welcome

  • Jack Snyder, National Sales Manager, First Eagle Investments

1:30 - 2:00pm

The Boom in Private Equity and the Growth of Private Lending

  • Chris Flynn, President, First Eagle Alternative Credit
  • Moderator: Jack Snyder, National Sales Manager, First Eagle Investments

2:00 - 2:15pm

SHOOK Ones – My Best Idea

  • Raj Sharma, Merrill Private Wealth Management
  • Moderator: Jim Cotchett, Head of Strategic Client Engagement, First Eagle Investments

2:15 - 2:55pm

Fundamental Research – Investing from the Bottom Up

  • Matt Lamphier, Portfolio Manager & Director of Research, First Eagle Investments
  • Julien Albertini, Portfolio Manager & Sr. Research Analyst, First Eagle Investments
  • Christian Heck, Portfolio Manager, First Eagle Investments
  • Moderator: Kirk Wilson, Sr. Advisor Consultant, First Eagle Investments

2:55 - 3:10pm

Networking Break

3:10 - 3:25pm

SHOOK Ones – My Best Idea

  • Nichole Raftopoulos, Nvest Financial
  • Moderator: Jim Cotchett, Head of Strategic Client Engagement, First Eagle Investments

3:25 - 3:55pm

Small Companies, Big Ideas

  • Suzanne Franks, Associate Portfolio Manager, First Eagle Investments
  • Moderator: Michael Mezansky, Advisor Consultant, First Eagle Investments

3:55 - 4:10pm

SHOOK Ones – My Best Idea

  • Trevor Byrne, Morgan Stanley Wealth Management
  • Moderator: Jim Cotchett, Head of Strategic Client Engagement, First Eagle Investments

4:10 - 4:55pm

The Global (Dis)Order – Navigating Investment Risks | The Value of Scarcity

  • Matthew McLennan, Co-Head of the Global Value Team & Portfolio Manager, First Eagle Investments
  • Moderator: Robert Bruno, Head of U.S. Wealth Solutions, First Eagle Investments

4:55 - 5:00pm

Closing Remarks

  • Robert Bruno, Head of U.S. Wealth Solutions, First Eagle Investments

5:00 - 5:45pm

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

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

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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