2024 Forbes | SHOOK On The Road Regional Event

Hyatt Regency San Francisco | San Francisco, CA | March 5, 2024

SOLD OUT IN 2023

March 5, 2024

Hyatt Regency San Francisco
5 Embarcadero Center, San Francisco, CA


Business Casual
11:30am Registration
12:00pm Light Bites and Sessions
4:00pm Cocktails
Dine-arounds with Partners Following

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


Bring your team!


Sample Sessions

CE Credits

  • "Leading with Purpose" 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
Shook Research

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Tuesday,
March 5, 2024


 

TIME

EVENT

12:00-12:10pm

Leading With Purpose

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

12:10-12:15pm

SHOOK Ones: My Best Idea

  • Cheryl Young, Rockefeller Global Family Office
  • Intro: Lindsey Nacht, Vice President, Director of Operations, SHOOK Research

12:15-12:35pm

Opportunities in Real Estate: Tax Advantaged Income in Triple Net Lease

  • Meghan Donoghue, Real Estate Portfolio Strategist, Blue Owl Capital
  • Moderator: Willis Davis, Morgan Stanley Private Wealth Management

12:35-12:55pm

2024: Coming Back to Reality

  • Strider Elass, Senior Economist, First Trust Portfolios

12:55-1:00pm

SHOOK Ones: My Best Idea

  • Brooks Hays Slate, Cresset Asset Management

1:00-1:20pm

Opportunities in Private Credit

  • William H. Bohnsack, Jr., President & Senior Partner, Oak Hill Advisors
  • Moderator: Doug Keller, Head of Alternatives, T-Rowe Price
  • Intro: Kelly Boucher, Head of Alternative Investments Specialist, T. Rowe Price

1:20-1:40pm

Market Outlook: Testing Resilience

  • Michael Arone, Chief Investment Strategist, State Street Global Advisors SPDR
  • Moderator: Paul Minasian, Morgan Stanley Wealth Management
  • Intro: Dominic Bilotti, Regional Consultant, State Street Global Advisors SPDR

1:40-1:55pm

Networking Break

1:55-2:15pm

Team Structure and Career Pathways

  • Ylisa Sanford, Morgan Stanley Wealth Management
  • Andrew Le, UBS Wealth Management
  • Moderator: Alec Morrison, Vice President & Market Leader, Invesco

2:15-2:35pm

Municipals: Mispriced & Misunderstood, Why the Current Environment Presents a Unique Opportunity

  • Michael Camarella, Senior Portfolio Manager, Municipal Bond Team, Invesco
  • Moderator: Sandra Wang, Morgan Stanley Wealth Management

2:35-2:40pm

SHOOK Ones: My Best Idea

  • Louis F. Batmale, Alders Financial Solutions, LPL Financial
  • Intro: Madison Rizzo, Senior Analyst, SHOOK Research

2:40-3:00pm

AI and Its Investment Potential

  • Pedro Palandrani, VP & Director of Research, Global X ETFs
  • Moderator: Daphne Chi, UBS Wealth Management

3:00-3:20pm

Private Equity: Investing Through Today’s Evolving Landscape

  • Tom Morrison, Senior Managing Director & Co-President, Blackstone Private Equity Strategies
  • Moderator: Michael Dupuis, Managing Director, Blackstone Private Wealth Solutions
  • Intro: Joe Lohrer, Head of U.S. Retail Sales, Blackstone Private Wealth Solutions

3:20-3:40pm

Avoiding Another Lost Decade in Equities

  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
  • Intro: Bill Eismann, Portfolio Specialist, Richard Bernstein Advisors

3:40-3:55pm

Team Structure and Growth

  • Mike Burbank, Morgan Stanley Private Wealth Management
  • Alex Oberle, Morgan Stanley Wealth Management
  • Moderator: Dominic Bilotti, Regional Consultant, State Street Global Advisors SPDR

3:55-4:00pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:00-5:00pm

Cocktail Reception

5:00pm

Dine-Arounds with Partners

Speakers:


Meghan Donoghue

Real Estate Portfolio Strategist
Blue Owl Capital

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Strider Elass

Senior Economist
First Trust Portfolios

William H. Bohnsack, Jr.

President & Senior Portfolio Partner
Oak Hill Advisors

Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR

Michael Camarella

Senior Portfolio Manager
Municipal Bond Team
Invesco

Pedro Palandrani

VP & Director of Research
Global X ETFs

Tom Morrison

Senior Managing Director & Co-President
Blackstone Private Equity Strategies

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

Madison Rizzo

Senior Analyst
SHOOK Research