2023 Forbes | SHOOK On The Road Regional Event

The Buckhead Club | 3344 Peachtree Rd. NE, Suite 2600, Atlanta, GA | March 28, 2023

The Buckhead Club

3344 Peachtree Rd. NE, Suite 2600, Atlanta, GA
March 28, 2023

Business Casual
2-5:00pm Sessions
5-5:45pm Cocktails
5:45pm Networking Dinner

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

Bring your team!


Sample Sessions

CE Credits Available

  • Riding the Cross Currents of Market Uncertainty
  • Opportunities in Private Credit
  • New Era of Private Equity
  • Why Scale and Sector Selection Matter in Real Estate
  • Alternatives in Practice
Shook Research

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March 28, 2023

TIME

SESSION & SPEAKER

2:30 - 2:40pm

We're Here on Purpose

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

2:40 - 2:50pm

Alternatives: The Decade Ahead

  • Joseph Lohrer, Head of U.S. Retail Sales, Blackstone Private Wealth Solutions

2:50 - 3:10pm

Riding the Cross Currents of Market Uncertainty

  • Joe Zidle, Sr. Managing Director, Blackstone Private Wealth Solutions
  • Moderator: Patrick Agnew, Principal, Blackstone Private Wealth Solutions

3:10 - 3:15pm

SHOOK Ones: My Best Idea

  • Sylvia Gort, Morgan Stanley Private Wealth Management

3:15 - 3:35pm

Opportunities in Private Credit

  • Kate Rubenstein, Managing Director, Blackstone Credit
  • Moderator: Ryan McCracken, Managing Director, Blackstone Private Wealth Solutions

3:35 - 3:50pm

Networking Break

3:50 - 3:55pm

SHOOK Ones: My Best Idea

  • Diane Taylor, Wells Fargo Advisors Financial Network

3:55 - 4:15pm

New Era of Private Equity

  • Tom Morrison, Sr. Managing Director, Blackstone Private Wealth Solutions
  • Moderator: Austin Stephan, Associate, Blackstone Private Wealth Solutions

4:15 - 4:20pm

SHOOK Ones: My Best Idea

  • Derrick Lewis, Raymond James & Associates

4:20 - 4:40pm

Why Scale and Sector Selection Matter in Real Estate

  • Andrew Fenet, Managing Director, Blackstone Real Estate
  • Moderator: Kim Lovejoy, Vice President, Blackstone Private Wealth Solutions

4:40 - 5:00pm

Alternatives in Practice

  • Craig Robson, Regent Peak Wealth Advisors
  • Rod Westmoreland, Merrill Private Wealth Management
  • Moderator: Ryan McCracken, Managing Director, Blackstone Private Wealth Solutions

5:00 - 5:05pm

The Last Word

  • Lindsey Nacht, Sr. Associate VP | Director of Research, SHOOK Research

5:10-5:45pm

Cocktails

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

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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