2023 Forbes | SHOOK On The Road Regional Event

Hotel Crescent Court | 400 Crescent Court, Dallas TX | October 25, 2023

Hotel Crescent Court

400 Crescent Court, Dallas TX
October 25, 2023

Business Casual
12:00-12:30pm Registration, Lunch + Networking
12:30-3:30pm Sessions
3:30pm Cocktails


Bring your team!


Sample Sessions

CE Credits Available

  • We’re Here on Purpose
  • SHOOK Ones - Best Ideas from America’s Top Advisors
  • Outlook for Muni's
  • Grow your Practice by Inspiring Women Clients to Take Control
  • Opportunities in the SMID Space
  • Global Infrastructure Outlook
  • Dr. Kevin Elko: The Psychology of Growth
Shook Research

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Wednesday,
October 25, 2023


TIME

SESSION & SPEAKER

12:00 - 12:30pm

Registration, Lunch + Networking

12:30 - 12:45pm

We’re Here on Purpose

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

12:45 - 12:50pm

Welcome

  • Bobby Miller, Advisor Consultant, New York Life Investments

12:50 - 12:55pm

SHOOK Ones – My Best Idea

  • Raj Kalyandurg, Merrill Private Wealth Management

12:55 - 1:30pm

Outlook for Muni’s

  • Michael Denlinger, Managing Director, Portfolio Manager/Trader, MacKay Shields

1:30 - 1:50pm

Grow Your Practice by Inspiring Women Clients to Take Control

  • Jennifer Tarsney, New York Life Investments Advisor Advancement Institute

1:50 - 2:00pm

Networking + Snack Break

2:00 - 2:05pm

SHOOK Ones – My Best Idea

  • H. Keith Wallace, Merrill Lynch Wealth Management

2:05 - 2:25pm

Opportunities in the SMID Space

  • David Cook, Vice President and Portfolio Manager, Fiera Capital

2:25 - 2:45pm

Global Infrastructure Outlook

  • David Leggette, Lead Product Strategist & Head of Marketing, Global Marketing and Client Service, CBRE Investment Management

2:45 - 2:50pm

SHOOK Ones – My Best Idea

  • James Hafele, Stifel

2:50 - 3:30pm

Dr. Kevin Elko: The Psychology of Growth

  • Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments

3:30 - 3:35pm

Closing Comments

  • Bobby Miller, Regional Advisor Consultant, New York Life Investments

3:35pm

Cocktail Reception


Speakers:


R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Michael Denlinger

Managing Director, Portfolio Manager/Trader
MacKay Shields

Jennifer Tarsney

Managing Director
Advisor Advancement Institute
New York Life Investments

David Cook

Vice President and Portfolio Manager
Fiera Capital

David Leggette

Lead Product Strategist & Head of Marketing, Global Marketing and Client Service
CBRE Investment Management

Dr. Kevin Elko

Advisor Advancement Institute
New York Life Investments