2023 Forbes | SHOOK On The Road Regional Event

Ritz-Carlton, Cleveland | Silver Grille at The Higbee Building | 200 W Prospect Ave., Cleveland, OH | September 6, 2023

Ritz-Carlton, Cleveland

Silver Grille at The Higbee Building
200 W Prospect Ave., Cleveland, OH
September 6, 2023

Business Casual
12:00-12:30pm Registration, Lunch + Networking
12:30-4:00pm Sessions
4:00-6:00pm Cocktail Reception


Bring your team!


Sample Sessions

CE Credits Available

  • We’re Here on Purpose
  • Trends in Private Equity: GP Stakes & Secondaries
  • Navigating the Private Credit Craze & the Opportunities in Direct Lending
  • Allocating to Direct Lending
  • SHOOK Ones – Best Ideas from America’s Top Advisors
  • Playing the Real Estate Market & the Benefits of a Net Lease Strategy
  • Allocating to Real Estate
Shook Research

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Wednesday,
September 6, 2023



CE Credits Available

3 CFP credits
3.5 IMCA credits

TIME

SESSION & SPEAKER

12:00 - 12:30pm

Registration, Lunch + Networking

12:30 - 12:40pm

We’re Here on Purpose

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

12:40 - 1:00pm

Alternative Markets Overview

  • Madeleine Sinclair, Head of Private Wealth North American Distribution, Blue Owl Capital

1:00 - 1:30pm

Trends in Private Equity: GP Stakes & Secondaries

  • Michael Conley, Managing Director, GP Strategic Capital Investment Team, Blue Owl Capital

1:30 - 2:00pm

Navigating the Private Credit Craze & the Opportunities in Direct Lending

  • Jeremy Lee, Private Wealth Portfolio Strategist – Credit, Blue Owl Capital

2:00 - 2:20pm

Advisor Conversations with Clients: Allocating to Direct Lending

  • Kyle Adams, Stifel
  • Moderator: David Sirianni, Vice President, Strategic Partnerships, Blue Owl

2:20 - 2:30pm

Networking + Snack Break

2:30 - 2:35pm

SHOOK Ones – My Best Idea

  • Owen McBride, UBS Wealth Management

2:35 - 3:00pm

Playing the Real Estate Market & the Benefits of a Net Lease Strategy

  • Gary Rozier, Managing Director, Real Estate Investment Team, Blue Owl Capital

3:00 - 3:20pm

Advisor Conversations with Clients: Allocating to Real Estate

  • Michael Rosloniec, Graystone Consulting from Morgan Stanley
  • Moderator: Nicole Klotz, Regional Market Leader, Blue Owl Capital

3:20 - 3:25pm

SHOOK Ones – My Best Idea

  • Katie Solvesky, Merrill Lynch Wealth Management

3:25 - 3:45pm

Bringing it Together: Opportunities in Private Markets with Blue Owl

  • Nicole Klotz, Regional Market Leader, Blue Owl

4:00 - 6:00pm

Cocktail Reception


Speakers:


R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Madeleine Sinclair

Head of Private Wealth North American Distribution
Blue Owl Capital

Michael Conley

Managing Director, GP Strategic Capital Investment Team
Blue Owl Capital

Gary Rozier

Managing Director, Real Estate Investment Team,
Blue Owl Capital

Jeremy Lee

Private Wealth Portfolio Strategist – Credit
Blue Owl Capital

Nicole Klotz

Regional Market Leader
Blue Owl Capital

Kate Snouffer

Regional Market Leader
Blue Owl Capital