2023 Forbes | SHOOK On The Road Regional Event

The St. Regis Houston | 1919 Briar Oaks Ln., Houston, TX | May 3, 2023

The St. Regis Houston

1919 Briar Oaks Ln., Houston, TX
May 3, 2023

Business Casual
2:00-2:30pm Registration
2:30-5:00pm Sessions
5:00-5:45pm 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

REGISTRATION NOW AVAILABLE!

How many team members are you bringing? *

Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Work Phone: *

Team Total Assets: *

$

Would you like to receive CE credits for this event?

Yes

No

I-W ID#:

CFP ID#:

Address: *

Zip: *

Country: *

City: *

State: *

Do you plan to attend dinner following the event? *

Yes

No

Wednesday,
May 3, 2023

TIME

SESSION & SPEAKER

2:30-2:45pm

We're Here on Purpose

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

2:45-3:05pm

Alternatives: The Decade Ahead

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

3:05-3:25pm

Riding the Cross Currents of Market Uncertainty

Joe Zidle, Sr. Managing Director and Chief Investment Strategist, Blackstone Private Wealth Solutions
Moderator: Jonathan Ridge, Associate, Blackstone Private Wealth Solutions

3:25-3:45pm

Opportunities in Private Credit

Andrew Park, Principal, Blackstone Credit
Moderator: David Ainsworth, Managing Director, Blackstone Private Wealth Solutions

3:45-4:00pm

Networking Break

4:00-4:05pm

SHOOK Ones- My Best Idea

Amanda Evans, UBS Wealth Management

4:05-4:25pm

New Era of Private Equity

Tom Morrison, Sr. Managing Director & Co-President, Blackstone Private Equity Strategies
Moderator: Ryan Cullen, Managing Director, Blackstone Private Wealth Solutions

4:25-4:45pm

Why Scale and Sector Selection Matter in Real Estate

A.J. Agarwal, Sr. Managing Director, Director & President, Blackstone Real Estate Income Trust
Moderator: Jesse Cotter, Principal, Blackstone Private Wealth Solutions

4:45-5:05pm

Alternatives in Practice

Nestor Vicknair, Merrill Lynch Wealth Management
Luke Patterson, Avidian Wealth
Moderator: David Ainsworth, Managing Director, Blackstone Private Wealth Solutions

5:05-5:10pm

The Last Word

Callie Almes, Sr. Associate VP | Project Leader, SHOOK Research

5:10-5:45pm

Cocktail Reception

5:45pm

Networking Dinner

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.