2024 Forbes | SHOOK On The Road Event

The Ritz-Carlton | Boston, MA | June 5, 2024

June 5, 2024

The Ritz-Carlton
10 Avery St., Boston, MA

Business Casual
12:15-1:20pm Meet the Managers - Breakouts
1:30pm Registration
2:00pm Sessions
5:25pm Networking Reception


Photo op: take home your picture on the cover of Forbes!


Bring your team!


Sample Sessions

CE Credits

  • SHOOK Ones: Best Ideas from America’s Top Advisors
  • Putting Private Markets into Practice
  • Private Credit: Why Now, Why Always
  • Diversifying Your Equity Exposure
  • The Evolving Landscape Of Infrastructure Investing
  • Alternatives in Use
Shook Research

REGISTRATION NOW AVAILABLE!

Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Company Name:*

Work Phone: *

Team Total Assets: *

$

Address: *

Suite/Floor:

Zip: *

Country: *

City: *

State: *

Are you interested in obtaining CE credits? Please enter the appropriate ID # below. *
*ID #’s must be submitted within 2 weeks from the event date to receive credits*

I-W ID#:

CFP ID#:

Are you interested in participating in the following breakouts*?

12:15pm-12:45pm • Breakout #1

  • Barry Miller, Partner, CEO of Ares Private Markets Fund

12:15pm-12:45pm • Breakout #2

  • Julie Solomon, Partner, Co-Head of Ares Real Estate

12:50pm-1:20pm • Breakout #3

  • Mitchell Goldstein, Partner & Co-Head of Ares Credit Group

12:50pm-1:20pm • Breakout #4

  • Jill Mozer, Partner, Head of Ares Real Estate Exchange

How many team members are you bringing? *

June 5, 2024


TIME

SESSION & SPEAKER

12:15-1:20pm

Breakouts: Meet the Managers

12:15-12:45pm

Breakout #1

  • Barry Miller, Partner, CEO of Ares Private Markets Fund

12:15-12:45pm

Breakout #2

  • Julie Solomon, Partner, Co-Head of Ares Real Estate

12:50-1:20pm

Breakout #3

  • Mitchell Goldstein, Partner & Co-Head of Ares Credit Group

12:50-1:20pm

Breakout #4

  • Jill Mozer, Partner, Head of Ares Real Estate Exchange

1:30-2:00pm

Registration & Light Bites

2:00 - 2:10pm

The Final Tear

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

2:10-2:30pm

Putting Private Markets into Practice

  • Raj Dhanda, Partner & Global Head of Wealth Management, Ares Wealth Management Solutions

2:30-2:45pm

Building Your Practice with Purpose

  • Raj Sharma, Merrill Private Wealth Management
  • Moderator: Raj Dhanda, Partner & Global Head of Wealth Management, Ares Wealth Management Solutions

2:45-3:05pm

Private Credit: Why Now, Why Always

  • Mitchell Goldstein, Partner & Co-Head of Ares Credit Group
  • Moderator: Charles Gans-Lartey, Managing Director, Private Credit Product Management, Ares Wealth Management Solutions

3:05-3:10pm

SHOOK Ones: My Best Idea

  • Joe Drier, UBS Wealth Management
  • Introduction: Katie Florence, Vice President & Regional Director, Ares Wealth Management Solutions

3:10-3:30pm

Diversifying Your Equity Exposure

  • Barry Miller, Partner, CEO of Ares Private Markets Fund
  • Moderator: Chris Swensen, Principal, Private Equity Product Management, Ares Wealth Management Solutions

3:30-3:45pm

Networking Break

3:45-4:05pm

The Evolving Landscape of Infrastructure Investing

  • Keith Derman, Partner, Co-Head of Ares Infrastructure Opportunities
  • Moderator: Jordan Sheinkop, Vice President, Infrastructure Product Management, Ares Wealth Management Solutions

4:05-4:25pm

Identifying Unique Opportunities in Real Estate

  • Julie Solomon, Partner, Co-Head of Ares Real Estate
  • Moderator: Bridgette Lococo, Vice President, Real Estate Product Management, Ares Wealth Management Solutions

4:25-4:45pm

Harnessing the Power of 1031 Exchange

  • Jill Mozer, Partner, Head of Ares Real Estate Exchange, Ares Wealth Management Solutions

4:45-5:00pm

Networking Break

5:00-5:05pm

SHOOK Ones: My Best Idea

  • Victor Livingstone, Morgan Stanley Private Wealth Management
  • Introduction: Joe Rosano, Vice President & Regional Director, Ares Wealth Management Solutions

5:05-5:35pm

Alternatives in Use

  • Trevor Byrne, Morgan Stanley Wealth Management
  • Camille Valentine, UBS Wealth Management
  • Ari Weber, Merrill Wealth Management
  • Moderator: Casey Galligan, Partner & Co-Head of Distribution, Ares Wealth Management Solutions

5:35-5:40pm

The Last Word

  • Christina Adamson, Partner & Co-Head of Distribution, Ares Wealth Management Solutions

5:40-7:00pm

Networking Reception

Speakers


Raj Dhanda

Partner & Global Head of Wealth Management
Ares Wealth Management Solutions

Julie Solomon

Partner Co-Head of Ares Real Estate

R.J. Shook

Co-Founder & President, SHOOK Research,
Senior Forbes Contributor

Jill Mozer

Partner
Head of Ares Real Estate Exchange
Ares Wealth Management Solutions

Michael Smith

Partner & Co-Head Ares Credit Group

Barry Miller

Partner CEO of Ares Private Markets Fund

Keith Derman

Partner
Co-Head of Ares Infrastructure Opportunities

Christina Adamson

Partner & Co-Head of Distribution
Ares Wealth Management Solutions

Casey Galligan

Partner & Co-Head of Distribution
Ares Wealth Management Solutions

and more…