2024 Forbes | SHOOK On The Road Event

The Ritz-Carlton | Dallas, TX | April 25, 2024

April 25, 2024

The Ritz-Carlton
2121 McKinney Ave, Dallas, TX

Business Casual
1:30pm Registration
2:00pm Sessions
5:30pm 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
  • Market Outlook: What Got Us Here Won’t Get Us There
  • Opportunities in Private Credit
  • Private Equity: Investing Through Today's Evolving Landscape
  • Why Scale and Sector Selection Matter in Real Estate
  • Alternatives in Practice
Shook Research

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Speakers:


David Stubbs

Senior Investment Strategist for the Americas
Blackstone Private Wealth Solutions

Susan Givens

Senior Managing Director
Blackstone Real Estate Group

Carlos Whitaker

President
Blackstone Private Credit Fund & Blackstone Secured Lending Fund

John Watson

Managing Director
Blackstone Tactical Opportunities Group

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

and more…

Thursday,
April 25, 2024


TIME

SESSION & SPEAKER

2:00-2:15pm

Leading with Purpose

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

2:15-2:30pm

Long-Term Investing in a Short-Term World

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

2:30-3:00pm

Market Outlook: What Got Us Here Won’t Get Us There

  • David Stubbs, Senior Investment Strategist for the Americas, Blackstone Private Wealth Solutions
  • Moderator: Carolyn Harney, Associate, Blackstone Private Wealth Solutions

3:00-3:30pm

Private Credit: Driving Investor Value in a Growing Asset Class

  • Carlos Whitaker, President, Blackstone Private Credit Fund & Blackstone Secured Lending Fund
  • Moderator: David Ainsworth, Managing Director, Blackstone Private Wealth Solutions

3:30-3:50pm

Networking Break

3:50-4:10pm

Practitioner Panel: Private Markets in Practice

  • Mike Yan, Westwood Holdings Group
  • Fred Lehman, UBS Private Wealth Management
  • Moderator: Jesse Cotter, Principal, Blackstone Private Wealth Solutions

4:10-4:40pm

Real Estate at an Inflection Point

  • Susan Givens, Senior Managing Director, Blackstone Real Estate
  • Moderator: Jonathan Ridge, Associate, Blackstone Private Wealth Solutions

4:40-5:00pm

Private Equity: Investing Through Today’s Evolving Landscape

  • John Watson, Managing Director, Blackstone Tactical Opportunities Group
  • Moderator: Fran Golden, Managing Director, Blackstone Private Wealth Solutions

5:00-5:30pm

Practitioner Panel: Private Markets in Practice

  • JR Koeijmans, Stifel
  • Raj Kalyandurg, Merrill Private Wealth Management
  • Moderator: David Ainsworth, Managing Director, Blackstone Private Wealth Solutions

5:30-6:30pm

Networking Reception