2023 Forbes | SHOOK Top Women Advisor Summit Agenda

TIME

EVENT

PLACE

12:00-6:00pm

Registration

Registration Hall

6:00 - 9:00pm

Pre-Party

The Courtyard Lawn

TIME

EVENT

PLACE

10:00am-5:00pm

Registration

Registration Hall

3:00 - 3:30pm

Finatical Curiosity

• Lisa Kueng, Managing Director, Business Development, Invesco Global Consulting
• Rona Gilbert, Senior Vice President, Divisional Sales Director, Invesco US

Plaza Ballroom

3:30 - 3:50pm

Inspiring Women: Growing Your Practice and Impact

• Jennifer Tarsney, Managing Director, Advisor Advancement Institute, New York Life Investments

3:50 - 4:30pm

SHOOK® Showdown – Best Idea Competition

• Amy Schoenherr, SVP, Director of FA & Manager Recognition, Wells Fargo Advisors
• Ellen Bailey, Head of Advisor Development, Morgan Stanley Wealth Management
• Steve Samuels, Managing Director, Merrill Lynch Wealth Management

5:30 - 6:30pm

Cocktail Reception

Ocean Ballroom

6:30 - 8:00pm

Gala Dinner

Grand Ballroom

6:45 - 7:00pm

Welcome to Our Very Special Event

• Liz Shook, Co-Founder & COO, SHOOK Research

7:00 - 7:15pm

The Second Second

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

7:30 - 8:00pm

Washington Watch – A Discussion on Politics, Policy and the Economy

• Libby Cantrill, Head of Public Policy, PIMCO
• Lindsay Hans, President & Co-Head, Merrill Lynch Wealth Management
• Ivana Knezevic, Executive Vice President, Strategic Accounts, PIMCO

TIME

EVENT

PLACE

7:00 - 8:00am

Breakfast

Flagler Hall

8:00am - 4:00pm

Registration

Registration Hall

8:00 - 8:10am

Coffee with Lizzy

• Liz Shook, Co-Founder & COO, SHOOK Research

Grand Ballroom

8:10 - 8:20am

SHOOK Ones: My Best Idea

• Kara Scannell, Ameriprise Financial Services
• Moderator: Jennifer Povlitz, UBS Division Director, Wealth Management USA

8:20 - 8:40am

Building a Purposeful Practice

• Becky Anderson, Edward Jones
• Mary Mullin, Merrill Lynch Wealth Management
• Moderator: Ken Correa, Head of Business and Client Development, Merrill Lynch Wealth Management
• Janice Musselwhite, Senior Vice President, Gabelli Asset Management

8:40 - 8:55am

Bright Spots and Stormy Skies: The Economic Outlook in This Unique Business Cycle

• Lara Rhame, Chief U.S. Economist, FS Investments
• Moderator: Linda Modico, UBS Wealth Management
• Kirsten Pickens, Managing Director & Co-Head of U.S. Distribution, FS Investments

8:55 - 9:15am

Standing Strong

9:15 - 9:30am

Refreshment Break

Flagler Hall

9:30 - 10:00am

Benefits of Infrastructure in a Client’s Portfolio

• Tara Davies, Partner, Global Head of Core Infrastructure & Co-Head of European Infrastructure, KKR
• Paula Campbell Roberts, Managing Director & Chief Investment Strategist, Private Wealth Partners, KKR
• Moderator: Anna Winderbaum, Morgan Stanley Private Wealth Management
• Corry Hyer, Director & NY Regional Manager, KKR

Grand Ballroom

10:00 - 10:10am

Fearless: Women’s Role in Driving Wealth

• Lara Roman, Market Leader, Private Wealth Management, State Street Global Advisors SPDR ETFs

10:10 - 10:25am

Conversation with America’s #1 Woman Advisor

• Colleen O’Callaghan, J.P. Morgan Wealth Management
• Moderator: Shareen Luze, Head, Culture, & Field Experience, RBC Wealth Management
• Keeyana St. Aubin, Senior Analyst, SHOOK Research

10:25 - 10:45am

Harness Your Superpowers: Key Strategies That Drive Client Acquisition & Growth

• Kim Hansen, Founder, VersiFi Private Wealth
• Nedra Agnew, Merrill Lynch Wealth Management
• Moderator: Kimberly Sanders, Senior Vice President, Strategic Wealth Services, LPL Financial
• Kadi Simile, Vice President, CAIS

10:45 - 11:05am

International Investing: Navigating New Realities

• Emily Liao, Equity Investment Director, Capital Group, Home of American Funds
• Moderator: Angelia Hunter, Senior Vice President & Sales Development Manager, Capital Group, Home of American Funds

11:05 - 11:10am

SHOOK Ones: My Best Idea

• Nelrae Ali, Wells Fargo Advisors
• Callie Almes, Senior Associate VP | Project Leader, SHOOK Research

11:10 - 11:30am

Translating Passion into Purpose: Liz Elting in Her Own Words

• Liz Elting, Founder & CEO, The Elizabeth Elting Foundation
• Moderator: Wendy Holmes, UBS Private Wealth Management
• Crista Demasi, Managing Director, Head of Strategic Accounts For Wires And Global Banks, Invesco U.S.

11:30 - 11:45am

Snack Break / Transition to Roundtables

Flagler Hall

11:45am - 12:35pm

Roundtables

Plaza I
Plaza II
Ocean I
Ocean II

12:35 - 12:45pm

Transition to Lunch

Grand Ballroom

12:45 - 1:45pm

Lunch

• Paula Schneider, President & CEO, Susan G. Komen

12:50 - 12:55pm

Forbes | SHOOK Directory Exclusive Offer

• Becky Durst - Senior Associate Director, Advisor Solutions, Janus Henderson Investors

12:55 - 1:15pm

Trends in Luxury Travel 2023

• Michael Solomon, Forbes Life Editor
• Moderator: Audree Begay, Ameriprise Financial Services

1:45 - 2:05pm

Misconceptions and Realities: The State of the Current Real Estate Cycle

• Dana Petitto, Managing Director, Real Estate, Brookfield Oaktree Wealth Solutions
• Moderator: Katie Hancock, Morgan Stanley Wealth Management
• Nicole Pecoraro, Senior Vice President, Brookfield Oaktree Wealth Solutions

2:05 - 2:25pm

Looking Forward: Succession Planning

• Mary Jo Harper, Merrill Lynch Wealth Management
• Mary Sexton, Morgan Stanley Wealth Management
• Moderator: Caroline Gundeck, Managing Director & Head of PWM Client and Field Engagement, Morgan Stanley Wealth Management
• Allison Straub, Vice President, Capital Group, Home of American Funds

2:25 - 2:35pm

Refreshment Break

Flagler Hall

2:35 - 2:55pm

The Risk of Being Too Comfortable

• Liz Dennis, Head of Private Wealth Management, Morgan Stanley Wealth Management
• Moderator: Mary DiChristofano, Morgan Stanley Private Wealth Management
• Debbie Michaelson, Principal, Blackstone Private Wealth Solutions

Grand Ballroom

2:55 - 3:15pm

Portfolio Construction and Strategy: Trends and Opportunities

• Lara Reinhard, U.S. Head of Portfolio Construction and Strategy, Janus Henderson Investors
• Diane Snowden, Head of the Advisor Solutions Group, Janus Henderson Investors

3:15 - 3:35pm

Reflection, Regulation, Fueling, Sleep, and Movement—What Works!

• John Stemmerman, Senior Vice President & Head of Performance Talent, EXOS
• Ginevra Czech, Director of Client Value-Add Programs, FS Investments

3:35 - 3:40pm

SHOOK Ones: My Best Idea

• Lisa Howe, NEST Capital, Wells Fargo Advisors Financial Network
• Jenny DeSeno, Associate VP | Project Leader, SHOOK Research

3:40 - 3:55pm

Capturing the Upside: Strategies for Commodities Investing Now

• Al Chu, Portfolio Manager, Newton Investment Management
• Moderator: Cynthia Chamberlayne, Senior Investment Consultant, BNY Mellon Investment Management

3:55 - 4:10pm

Snack Break

Flagler Hall

4:10 - 4:30pm

Breaking the Glass Ceiling

• Missy Spickler, Merrill Lynch Wealth Management
• Leslie Lauer, UBS Private Wealth Management
• Moderator: Heather Crist, Head of Field Engagement, UBS Wealth Management USA
• Rona Gilbert, Senior Vice President, Divisional Sales Director, Invesco U.S.

Grand Ballroom

4:30 - 4:50pm

The Longevity of Money

• Jeannie Underwood-Kotner, Senior Vice President & Head of Global Atlantic Consulting, Global Atlantic Financial Group

4:50 - 5:30pm

Technological Convergence: Creating the Opportunity for Super-Exponential Growth

• Cathie Wood, CEO & CIO, ARK Investment
• Ali Urman, Genomic Revolution Analyst, ARK Investment
• Moderator: Rebecca Burke, Vice President & Product Specialist, ARK Investment

5:30 - 5:35pm

One More Thing. . .

• Frank Berland, Managing Partner, SHOOK Research

5:35 - 6:30pm

Cocktail Reception

The Courtyard Lawn

6:30pm

Dine-arounds with Partners

TIME

EVENT

PLACE

7:30 - 8:30am

Breakfast

Flagler Hall

8:30 - 8:40am

Good Morning...More Coffee Please!

• Liz Shook, Co-Founder & COO, SHOOK Research

Grand Ballroom

8:40 - 8:45am

SHOOK Ones: My Best Idea

• Ali Phillips, Obermeyer Wood Investment Counsel
• Lindsey Nacht, Senior Associate VP | Director of Research, SHOOK Research

8:45 - 9:05am

Where You Invest Matters

• Kathleen McCarthy, Global Co-Head of Real Estate, Blackstone
• Moderator: Julie Shechtman, Morgan Stanley Wealth Management
• Jeanette Pieper, Managing Director, Blackstone Private Wealth Solutions

9:05 - 9:25am

Building a Team to Outlast You

• Patricia Baum, RBC Wealth Management
• Patti Brennan, Key Financial, Inc.
• Moderator: Jennifer Tarsney, Managing Director, Advisor Advancement Institute, New York Life Investments
• Jordan Merrill, Senior Analyst, SHOOK Research

9:25 - 9:45am

Snack Break

9:45 - 10:05am

Building the Team of the Future

• Magay Shepard, Stifel
• Michelle Mayer, Merrill Private Wealth Management
• Moderator: Courtney Janssen, Principal, Blackstone Private Wealth Solutions
• Madison Rizzo, Senior Analyst, SHOOK Research

Grand Ballroom

10:05 - 10:25am

The Bond Market Outlook in Today's Macro Climate

• Tony Crescenzi, Portfolio Manager & Market Strategist, PIMCO
• Cady Johnson, Divisional Sales Manager, U.S. Global Wealth Management, PIMCO

10:25 - 10:45am

Deepening Relationships with Your Clients

• Jessica Kartzinel, UBS Wealth Management
• Robin Thomas, Truist
• Wayne Roberts, Head Of New Market Opportunities, Edward Jones
• Erick Lopez, Senior Analyst, SHOOK Research

10:45 - 10:50am

SHOOK Ones – My Best Idea

• Janene Pirbhai, Merrill Lynch Wealth Management
• LoriAnn LaSalle, Senior Associate VP | Business Manager, SHOOK Research

10:50 - 11:00am

The Last Word

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