2024 Forbes | SHOOK On The Road Event

W Bellevue | Bellevue, WA | October 1, 2024

October 1, 2024

W Bellevue
10455 NE 5th Pl, Bellevue, WA

Business Casual
Complimentary Valet Parking

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
  • Private Credit: Driving Investor Value in a Growing Asset Class
  • Private Equity: Investing Through Today's Evolving Landscape
  • Real Estate at an Inflection Point
  • Private Markers in Practice – FA Panel
Shook Research

REGISTRATION NOW AVAILABLE!

Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Company Name:*

Work Phone: *

Team Total Assets: *

$

Address: *

Suite/Floor:

Zip: *

Country: *

City: *

State: *

Are you interested in obtaining CE credits? Please enter the appropriate ID # below. *
*ID #’s must be submitted within 2 weeks from the event date to receive credits*

I-W ID#:

CFP ID#:

How many team members are you bringing? *

Speakers:


R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

David Stubbs

Senior Investment Strategist for the Americas
Blackstone Private Wealth Solutions

Carlos Whitaker

Senior Managing Director & President
Blackstone Private Credit Fund

Tom Morrison

Senior Managing Director & President of
Blackstone Private Equity Strategies

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

and more…

Tuesday,
October 1, 2024


TIME

SESSION & SPEAKER

2:00-2:15pm

Leading With Purpose

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

2:15-2:30pm

Power of Private Markets

  • Joe Lohrer, Head of U.S. Retail Sales, Blackstone Private Wealth Solutions

2:30-3:00pm

Market Outlook: What Got Us Here Won’t Get Us There

  • David Stubbs, Senior Investment Strategist for the Americas, Blackstone Private Wealth Solutions
  • Moderator: Mike Dupuis, Managing Director, Blackstone Private Wealth Solutions

3:00-3:30pm

Private Credit: Driving Investor Value in a Growing Asset Class

  • Carlos Whitaker, Senior Managing Director & President of Blackstone Private Credit Fund
  • Moderator: Annie Schmidt, Vice President, Blackstone Private Wealth Solutions

3:30-3:50pm

Practitioner Panel: Private Markets in Practice

  • Dustin Brumbaugh, Tschetter Group
  • Mark Russo, UBS Private Wealth Management
  • Moderator: Ryan Chapman, Principal, Blackstone Private Wealth Solutions

3:50-4:05pm

Networking Break

4:05-4:35pm

Real Estate at an Inflection Point

  • Bill Loskota, Managing Director, Blackstone Real Estate
  • Moderator: Ryan Cullen, Managing Director, Blackstone Private Wealth Solutions

4:35-5:05pm

Private Equity: Investing Through Today’s Evolving Landscape

  • Tom Morrison, Senior Managing Director & President of Blackstone Private Equity Strategies
  • Moderator: Mike LaVita, Vice President, Blackstone Private Wealth Solutions

5:05-5:25pm

Practitioner Panel: Private Markets in Practice

  • Terry Cook, Parcion Private Wealth
  • Bareq Peshtaz, Morgan Stanley Wealth Management
  • Moderator: Mike Dupuis, Managing Director, Blackstone Private Wealth Solutions

5:25-5:30pm

The Last Word

  • Lindsey Nacht, Vice President | Director of Operations, SHOOK Research

5:30-6:30pm

Networking Reception