2023 Forbes | SHOOK On The Road Teams Event

Hyatt Regency San Francisco • San Francisco, CA - March 7, 2023

Agenda

Partners

Firms

Hyatt Regency San Francisco

5 Embarcadero Center, San Francisco, CA
March 7, 2023

11:30am Registration
12:00pm Light Bites and Sessions
4:00pm 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

  • How the Best Become the Best
  • Choosing the Right Alternatives in an Inflationary Environment
  • SHOOK Ones-Best Ideas from Top Advisors
  • How to Screen and Select Managers
  • Building the Team of the Future
  • Investment Panel – Where are the Opportunities
Shook Research

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Tuesday,
March 7, 2023

 

TIME

EVENT

12:00-12:10pm

We're Here on Purpose

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

12:10-12:15pm

SHOOK Ones - My Best Idea

  • Beth Scanlan, Morgan Stanley Private Wealth Management
  • Lindsey Nacht, Senior Associate VP | Director of Research, SHOOK Research

12:15-12:35pm

Market Outlook: The Great Balancing Act

  • Michael Arone, Chief Investment Strategist, State Street Global Advisors SPDR ETFs
  • Moderator: Xi Qiao, UBS Wealth Management
  • Luke Hayes, Vice President, Regional Consultant, State Street Global Advisors SPDR ETFs

12:35-12:55pm

Income’ing! What is Expected for Fixed Income in 2023

  • Austin Stockfisch, Vice President, Fixed Income Portfolio Manager, First Trust

12:55-1:15pm

The Power of Alternatives in Volatile Markets

  • Chris Sullivan, Sr. Managing Director, Blackstone Credit
  • David Levine, Sr. Managing Director, Blackstone Real Estate
  • Moderator: Matt Sheehan, Morgan Stanley Private Wealth Management
  • Michael Dupuis, Managing Director, Blackstone Private Wealth Solutions

1:15-1:20pm

SHOOK Ones - My Best Idea

  • Eddie Zalayet, Wells Fargo Advisors
  • Erick Lopez, Senior Analyst, SHOOK Research

1:20-1:40pm

Wealth Advisor's Guide

  • Matt Sommer, Head of Specialist Consulting Group, Janus Henderson Investors
  • Chris Fiacco, Divisional Sales Head, Janus Henderson Investors

1:40-2:00pm

Refreshment Break

2:00-2:20pm

Team Structures and Efficiencies

  • Jeffrey Ting, Merrill Lynch Wealth Management
  • Jason Ting, Merrill Lynch Wealth Management
  • Michael Schweitzer, Head of Retail Distribution, Janus Henderson Investors
  • Madison Rizzo, Analyst, SHOOK Research

2:20-2:25pm

SHOOK Ones - My Best Idea

  • Kelly Milligan, Quorum Private Wealth
  • Travis Childrey, Sr. Associate VP | Events, SHOOK Research

2:25-2:45pm

Market Regime Change – Identifying Risks and Opportunities

  • Brendan Mulhern, Global Strategist, Newton Investment Management

2:45-3:05pm

Fireside Chat with Silicon Valley Tech Insider

  • Julien Gaertner, Equity Investment Analyst, Capital Group, Home of American Funds
  • Mike Stern, Wealth Management Consultant, Capital Group, Home of American Funds

3:05-3:25pm

Leveraging Industry Insights to Optimize Top-Performing Practices

  • Todd Barney, Market Leader, Senior Advisor Consultant, Invesco

3:25-3:45pm

Creating the Right Team Structure

  • Ben Fort, Merrill Lynch Wealth Management
  • John Lin, Morgan Stanley Wealth Management
  • Moderator: Dominic Bilotti, Regional Consultant, State Street Global Advisors SPDR ETFs

3:45-4:00pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:00-5:00pm

Cocktail Reception

Dine-arounds with Partners Following

Speakers:
 

Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR ETFs

Chris Sullivan

Sr. Managing Director
Blackstone Credit

David Levine

Sr. Managing Director
Blackstone Real Estate

Matt Sommer

Head of Specialist Consulting Group
Janus Henderson Investors

Julien Gaertner

Equity Investment Analyst
Capital Group, Home of American Funds

Brendan Mulhern

Global Strategist
Newton Investment Management

Austin Stockfisch

Vice President
Fixed Income Portfolio Manager
First Trust

Todd Barney

Market Leader
Senior Advisor Consultant, Invesco

R.J. Shook

Co-Founder & President
SHOOK Research Senior Forbes Contributor

Xi Qiao

UBS Wealth Management

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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