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
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.
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
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.