The Implications of Private Alternatives in your Practice
Opportunities in Real Estate
Market Outlook: Navigating the Four Big Themes
Waiver and Release Agreement
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Speakers:
Richard Bernstein
CEO & CIO
Richard Bernstein Advisors
Glenn August
Founder & CEO
Oak Hill Advisors
Meghan Donoghue
Principal
Real Estate Portfolio Strategist
Blue Owl Capital
Scott Helfstein
Head of Investment Strategy
Global X ETFs
Lara Castleton
US Head of Portfolio Construction & Strategy
Janus Henderson Investors
Chris Davis
Chairman & Portfolio Manager
Davis Advisors
Strider Elass
Senior Economist
First Trust
Christopher James
Chairperson
Blackstone Private Equity Strategies
R.J. Shook
Co-Founder & President
SHOOK Research
Senior Forbes Contributor
Lori Ann LaSalle
Vice President | Business Manager
SHOOK Research
Mark Paris
Chief Investment Officer
Head of Municipals
Invesco
Lindsey Nacht
Vice President | Director of Operations
SHOOK Research
Matthew Bartolini
Head of SPDR® Americas Research
State Street Global Advisors
Intro: Keeyana St. Aubin, Associate VP | Advisor Services, SHOOK Research
4:25 – 4:45pm
The Implications of Private Alternatives in Your Practice
Jeff Brooks, JD, Senior Wealth Strategist, Janus Henderson Investors
Lara Castleton, U.S. Head of Portfolio Construction & Strategy, Janus Henderson Investors
Moderator: Eric Ring, Divisional Sales Head, Janus Henderson Investors
Intro: George Stanevich, Director, Advisor Solutions Group, Janus Henderson Investors
4:45 – 5:00pm
Market Outlook: Navigating the Four Big Themes
Matthew Bartolini, Head of SPDR® Americas Research, State Street Global Advisors
Moderator: Gary Wayne, Center Street Capital Advisors, Wells Fargo Advisors Financial Network
Intro: Laura Katic, Vice President & Regional Consultant, State Street Global Advisors
5:00 – 5:05pm
SHOOK Ones: My Best Idea
Richard Salvino, Merrill Private Wealth Management
Intro: LoriAnn LaSalle, Vice President | Business Manager, SHOOK Research
5:05 – 5:20pm
AI Doesn’t Rhyme with Dotcom
Scott Helfstein, Head of Investment Strategy, Global X ETFs
Moderator: Sascha Garzarella, Morgan Stanley Private Wealth Management
Intro: Mike Jennings, Regional Director, Global X ETFs
5:20 – 5:30pm
The Last Word
Frank Berland, Managing Partner, SHOOK Research
5:30 – 6:30pm
Cocktail Reception hosted by T. Rowe Price / Oak Hill Advisors
6:30pm
Dine-Arounds with Partners
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.
