2024 Forbes | SHOOK On The Road Event

The Ritz-Carlton | Washington D.C. | June 6, 2024

June 6, 2024

The Ritz-Carlton
1150 22nd St NW, Washington, D.C.

Business Casual
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
  • Opportunities in Private Credit
  • Private Equity: Investing Through Today's Evolving Landscape
  • Why Scale and Sector Selection Matter in Real Estate
  • Alternatives in Practice
Shook Research

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June 6, 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

Long-Term Investing in a Short-Term World

  • Ryan McCracken, Managing Director, 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: Brad Pheeney, Principal, 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: Brooks Hoffman, Associate, Blackstone Private Wealth Solutions

3:30-3:50pm

Practitioner Panel: Private Markets in Practice

  • Sean Howe, RBC Wealth Management
  • Donald A. Caron, Jr., Morgan Stanley Private Wealth Management
  • Moderator: Courtney Janssen, Principal, Blackstone Private Wealth Solutions

3:50-4:05pm

Networking Break

4:05-4:35pm

Real Estate at an Inflection Point

  • Karen Sprogis, 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, Co-President, Blackstone Private Equity Strategies
  • Moderator: Ryan McCracken, Managing Director, Blackstone Private Wealth Solutions

5:05-5:30pm

Practitioner Panel: Private Markets in Practice

  • Colin M. McKay, UBS Private Wealth Management
  • Will Sterling, TritonPoint Wealth
  • Moderator: Brad Pheeney, Principal, Blackstone Private Wealth Solutions

5:30-5:35pm

The Last Word

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

5:35-6:30pm

Networking Reception

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

Co-President
Blackstone Private Equity Strategies

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

Karen Sprogis

Managing Director
Blackstone Real Estate

and more…