2023 Forbes | SHOOK On The Road Regional Event

JW Marriott - 151 W Adams St, Chicago, IL - November 30, 2023

SOLD OUT IN 2022

November 30, 2023

JW Marriott
151 W Adams St, Chicago, IL

11:30am Registration
12:00pm Light Bites and Sessions
4:30pm Cocktails
Dine-arounds with Partners Following

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


Exclusively for Top Advisors, RIAs & Teams


Sample Sessions

CE Credits Available

  • ”Transformative Leadership” R.J. Shook
  • Optimizing Alternatives: Balancing Public-Private Allocations
  • SHOOK Ones – Best Ideas from America’s Top Advisors
  • How to Create Team Capacity
  • International Investing: Navigating New Realities
Shook Research

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Thursday,
November 30, 2023


 

TIME

EVENT

12:00 – 12:15pm

Transformative Leadership

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

12:15 – 12:20pm

SHOOK Ones: My Best Idea

  • Eric Hayes, Morgan Stanley Wealth Management
  • Introduction: Lindsey Nacht, Vice President | Director of Operations, SHOOK Research

12:20 – 12:40pm

Transformational Conversations: Blueprints from America’s Top Advisor Teams

  • Chris Brady, Regional Vice President, Pacifc Life
  • Introduction: Madison Rizzo, Senior Analyst, SHOOK Research

12:40 – 1:00pm

Optimizing Alternatives: Balancing Public-Private Allocations

  • Andrew Park, Principal, Blackstone Credit
  • Andrew Fenet, Managing Director, Blackstone Real Estate
  • Moderator: Debbie Michaelson, Principal, Blackstone Private Wealth Solutions
  • Introduction: John Bogosian, Principal, Blackstone Private Wealth Solutions

1:00 – 1:20pm

Wealth Advisor’s Guide: Improve Your Practice

  • Matt Sommer, Head of Specialist Consulting Group, Janus Henderson Investors
  • Introduction: Jonathan Root, Director, Advisor Solutions Group, Janus Henderson Investors

1:20 – 1:25pm

SHOOK Ones: My Best Idea

  • Alex Marks, Citi Personal Wealth Management

1:25 – 1:45pm

Growth Opportunities Beyond the Magnifcent 7

  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
  • Introduction: Tim Kuhn, Portfolio Specialist, Richard Bernstein Advisors

1:45 – 2:00pm

Networking Break

2:00 – 2:20pm

International Investing: Navigating New Realities

  • Kathrin Forrest, Equity Investment Specialist, Capital Group, Home of American Funds
  • Moderator: George Wenzel, Senior Sales Development Manager, Capital Group, Home of American Funds

2:20 – 2:40pm

SPDR 2024 Market Outlook: Testing Resilience

  • Michael Arone, Chief Investment Strategist, State Street Global Advisors SPDR
  • Moderator: Andy Timmerwilke, Merrill Wealth Management
  • Introduction: Tope Awoniyi, Vice President, Regional Consultant, State Street Global Advisors SPDR

2:40 – 3:00pm

Retain Your Brain

  • Bill McManus, Vice President, Hartford Funds
  • Introduction: Tom Dewbray, Regional Vice President, Hartford Funds

3:00 – 3:20pm

The U.S. Economic and Political Outlook

  • Bob Stein, Deputy Chief Economist, First Trust Advisors

3:20 – 3:40pm

Opportunity in Private Real Estate Credit

  • Dennis Schuh, CEO, Starwood Credit Real Estate Income Trust
  • Moderator: Ted Davis, Morgan Stanley Wealth Management
  • Introduction: Sean Pronger, West Coast Lead, Starwood Capital

3:40 – 3:45pm

SHOOK Ones: My Best Idea

  • Kevin Lynch, Morgan Stanley Private Wealth Management
  • Introduction: Jordan Merrill, Senior Analyst, SHOOK Research

3:45 – 4:05pm

How to Create Team Capacity

  • Jacob Pottschmidt, J.P. Morgan Wealth Management
  • John Cultra, William Blair
  • Moderator: Peter Lazor, Market Leader, J.P. Morgan Wealth Management

4:05 – 4:10pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:10 – 5:00pm

Cocktail Reception

Speakers:


R.J. Shook

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

Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Kathrin Forrest

Equity Investment Specialist
Capital Group, Home of American Funds

Chris Brady

Regional Vice President
Pacific Life

Matt Sommer

Head of Specialist Consulting Group
Janus Henderson Investors

Bill McManus

Vice President
Hartford Funds

Bob Stein

Deputy Chief Economist
First Trust Advisors

Andrew Fenet

Managing Director
Blackstone Real Estate

Dennis Schuh

CEO
Starwood Credit Real Estate Income Trust