Boston Marriott Long Wharf | Boston, MA | November 19, 2024
SOLD OUT IN 2023
Agenda
Agenda
Coming Soon!
Partners
Partners
Firms
Firms
November 19, 2024
Boston Marriott Long Wharf 296 State Street, Boston, MA
Business Casual
11:30am Registration & Light Bites
12:00pm Sessions
4:00pm Cocktails
Dine-arounds with Partners
Photo op: take home your picture on the cover of Forbes!
Bring your team!
Sample Sessions
CE Credits
“Building the Infinite Team” R.J. Shook
SHOOK Ones – Best Ideas from America's Top Advisors
Building the Team of the Future
Choosing the Right Alternatives in an Inflationary Environment
Investment Panel - Where are the Opportunities
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:
SHOOK Research reserves the right to photograph, film/videotape me and record my voice at any and all Events (collectively, “Recordings”), and to use the Recordings and any material I provide and my name, voice, likeness, image and information about me (collectively, the “Appearance”), and I hereby grant SHOOK Research the permission to do so.
SHOOK Research may use, without requiring my express permission at each instance, the Appearance in publications or other media material produced, used, or contracted by SHOOK Research including but not limited to: brochures, invitations, newspapers, magazines, presentations, websites, advertising, publicity, public displays, and exhibitions, etc.
I hereby freely and without restraint consent to and give unto SHOOK Research and its subcontractors, agents, successors and assigns or anyone authorized by SHOOK Research (collectively referred to herein as the "Releasees") the unrestrained right in perpetuity to own, utilize, or alter the Recordings, in any manner the Releasees may see fit and for any purpose whatsoever, all of the foregoing to be without limitation of any kind. I hereby stipulate that the Recordings are the property of SHOOK Research to do with as it will, in perpetuity and in all languages, for all now known and/or hereafter existing uses, media, and forms, including, without limitation, all copyrights and related rights.
Releasees may utilize the Recordings or not as they choose in their sole discretion without affecting the validity of this Agreement. I hereby waive the benefits of any provision of law known as “droit moral” and/or “moral rights” or any similar law in any jurisdiction. It is understood and agreed that SHOOK Research shall have the right to combine the Appearance with any other materials of SHOOK Research and SHOOK Research shall have the right to edit, rearrange, vary, change, alter, modify, and to, and delete any portion of the Appearance.
I hereby waive to the fullest extent that I may lawfully do so, any causes of action in law or equity I may have or may hereafter acquire against the Releasees or any of them for libel, slander, invasion of privacy, copyright or trademark violation, right of publicity, or false light arising out of or in connection with the utilization by the Releasees or another of the Appearance or Recordings.
I hereby irrevocably release SHOOK Research (including its licensees and assigns) from any claims of any nature (including rights of privacy and publicity) with respect to the use of the Appearance or Recordings and/or the rights granted herein. I will indemnify and hold harmless SHOOK Research, its successors, assigns, affiliates, licensees, sub-distributors, agents, officers, directors, employees, and shareholders from and against all costs, damages and claims arising from any and all claims involving the use of the Appearance or Recordings, and/or any breach or alleged breach by me of any representation, warranty or agreement hereunder.
I understand that if I do not wish to have my Appearance recorded for distribution, I will make notify, during the applicable Event, the photographer and/or the Event organizers, and/or notify, in advance of the applicable Event, SHOOK Research via e-mail at contact@shookresearch.com, failing either of which, I will be deemed to have consented to the Recording.
I understand that I may not use, copy, distribute, download, share, alter or modify any Recordings without the advance written permission of an authorized designee from SHOOK Research.
By [checking this box], I hereby certify that I am over the age of eighteen, and that I have read, understood, and agreed to the foregoing; that I have had the chance to have my own legal counsel advise me about this document and that I have either done so or freely decided not to do so; and that other than as specified herein, SHOOK Research has not said or promised anything to induce me to grant the permission and release herein.
Speakers
Viral Patel
Senior Managing Director
Blackstone Private Equity Strategies
Scott Helfstein
Head of Investment Strategy
Global X ETFs
Michael Arone
Chief Investment Strategist
State Street Global Advisors
R.J. Shook
Co-Founder & President
SHOOK Research
Senior Forbes Contributor
Paul McGinn
Client Portfolio Manager, Fixed Income Strategy
First Trust
Meghan Donoghue
Principal, Real Estate Portfolio Strategist
Blue Owl Capital
Jonathan Coleman
Portfolio Manger
Janus Henderson Investors
Fritz Thomas
Head of Client Coverage & Partner
Oak Hill Advisors
Lindsey Nacht
Vice President | Director of Operations
SHOOK Research
Intro: Lindsey Nacht, Vice President | Director of Operations, SHOOK Research
1:35 – 1:55pm
Investing for a New Paradigm: The Rise of the Automation Age
Scott Helfstein, Head of Investment Strategy, Global X ETFs
Moderator: Brian Doyle, Wells Fargo Advisors
Intro: Connor Hawkinson, Regional Director, New England, Global X ETFs
1:55 – 2:10pm
Networking Break
2:10 – 2:30pm
U.S. Small Caps: Is This a (Lasting) Regime Change?
Jonathan Coleman, Portfolio Manager, Janus Henderson Investors
Intro: Brian Arcara, Director, Advisor Solutions Group, Janus Henderson Investors
2:30 – 2:50pm
ETF Market Outlook 2025: What Happens After the Soft Landing
Michael Arone, Chief Investment Strategist, State Street Global Advisors
Moderator: Peter Princi, Graystone Consulting from Morgan Stanley
Intro: James Libutti, Regional Consultant, State Street Global Advisors
2:50 – 3:10pm
Making Sense of the Abnormal and Revisiting the Math
Paul McGinn, Client Portfolio Manager, Fixed-Income Strategy, First Trust
3:10 – 3:30pm
Opportunities in Real Estate: Tax Advantaged Income in Triple Net Lease
Meghan Donoghue, Principal, Real Estate Portfolio Strategist, Blue Owl Capital
Moderator: Josh Cotter, Merrill Wealth Management
Intro: Chad Colombo, Principal and Regional Market Leader, PWM Northeast, Blue Owl
3:30 – 3:50pm
Team Structure and Compensation
Mary Mullin, Merrill Wealth Management
Ira Rapaport, New England Private Wealth Advisors
Moderator: Timothy Brock, Senior Regional Consultant, New England, State Street Global Advisors
3:50 – 4:00pm
The Last Word
Frank Berland, Managing Partner, SHOOK Research
4:00 – 5:00pm
Cocktail 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.
