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
REGISTRATION NOW AVAILABLE!
Waiver and Release Agreement
For good and valuable consideration, including the opportunity to attend or participate in certain events organized or sponsored by SHOOK Research (collectively, “Events”), the receipt and sufficiency of which is acknowledged, I hereby understand, acknowledge and agree to the following:
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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
Andrew Park
Managing Director
Blackstone Credit
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
Joe Lohrer, Head of U.S. Retail Sales, Blackstone Private Wealth Solutions
2:30-2:55pm
Market Outlook: What Got Us Here Won’t Get Us There
David Stubbs, Senior Investment Strategist for the Americas, Blackstone Private Wealth Solutions
Moderator: John Rice, Principal, Blackstone Private Wealth Solutions
2:55-3:20pm
Private Credit: Driving Investor Value in a Growing Asset Class
Andrew Park, Managing Director, Blackstone Credit
Moderator: Matt Nelson, Associate, Blackstone Private Wealth Solutions
3:20-3:40pm
Networking Break
3:40-4:00pm
Practitioner Panel: Private Markets in Practice
Justin Jaffe, Stifel
Andrew Kauth, UBS Wealth Management
Moderator: Jeff Hartman, Managing Director, Blackstone Private Wealth Solutions
4:00-4:25pm
Real Estate at an Inflection Point
Susan Givens, Senior Managing Director, Blackstone Real Estate
Moderator: Jeff Hartman, Managing Director, Blackstone Private Wealth Solutions
4:25-4:50pm
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
4:50-5:10pm
Practitioner Panel: Private Markets in Practice
Patrick Yarborough, Obermeyer Wood Investment Counsel
Jamie Henkel, Morgan Stanley Private Wealth Management
Moderator: John Rice, Principal, Blackstone Private Wealth Solutions
5:10-5:30pm
Q & A
5:30-5:35pm
The Last Word
Lindsey Nacht, Vice President | Director of Operations, SHOOK Research
5:35-7:00pm
Networking Reception
Cancellation Policy
Cancellations made prior to three weeks from the start of the event are subject to a $100 cancellation fee. If a cancellation is made within three weeks from the start of the event, no refund will be given. This is an invite only event.