2024 Forbes | SHOOK Top Women Advisor Summit Agenda

TIME

EVENT

PLACE

3:30 – 6:00pm

Registration

REGISTRATION HALL

5:00 – 6:00pm

Welcome Reception

OCEAN BALLROOM & FLAGLER HALL

6:15 – 7:40pm

Gala Dinner

GRAND BALLROOM

6:45 – 6:55pm

Welcome to Our Very Special Event

• Liz Shook, Co-Founder & COO, SHOOK Research

6:55 – 7:10pm

The Final Tear

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

7:10 – 7:40pm

The Impact of Policy and Politics in a Presidential Election Year

• Libby Cantrill, Head of Public Policy, PIMCO
• Moderator: Jennifer Povlitz, UBS Division Director | U.S. Wealth Management
• Intro: Rachael Razzano, Vice President, Account Manager, PIMCO

TIME

EVENT

PLACE

6:00 – 6:45am

Morning Beachside Yoga hosted by Canyon Ranch

• *SIGN UP AT REGISTRATION*

COURTYARD LAWN

7:00am – 3:00pm

Registration

REGISTRATION HALL

7:00-8:00am

Breakfast

FLAGLER HALL

8:00 – 8:05am

Coffee with Lizzy

• Liz Shook, Co-Founder & COO, SHOOK Research

GRAND BALLROOM

8:05 – 8:15am

SHOOK Ones: My Best Idea

• Anna Winderbaum, Morgan Stanley Private Wealth Management
• Moderator: Caroline Gundeck, Managing Director & Head of PWM Field and Client Engagement, Morgan Stanley Wealth Management
• Intro: Jeremy Shook, Sophomore, Emory University

8:15 – 8:35am

Deepening Relationships with Clients

• Cheryl Young, Rockefeller Global Family Office
• Shannon Spotswood, RFG Advisory
• Moderator: Maria Quinn, Senior Advice Strategist, Vanguard
• Intro: Amy Elizabeth Brothers, Senior Sales Executive, Vanguard

8:35 – 8:40am

Celebrating Women Breaking the Glass Ceiling

• Allison Bonds Mazza, Head of Intermediary, State Street Global Advisors

8:40 – 9:00am

Century of Biotech: Capitalizing on the Biomedical Revolution

• Agustin Mohedas, Ph.D., Portfolio Manager | Research Analyst, Janus Henderson Investors
• Intro: Diane Snowden, Head of the Advisor Solutions Group, Janus Henderson Investors

9:00 – 9:20am

Standing Strong

FLAGLER HALL GRAND BALLROOM

9:20 – 9:35am

Snack Break

FLAGLER HALL

9:35 – 9:55am

Private Equity: Investing Through Today’s Evolving Landscape

• Ann Chung, Senior Managing Director & Global Head of Consumer, Blackstone Growth
• Anushka Sunder, Senior Managing Director & Head of Healthcare Private Equity North America, Blackstone
• Moderator: Jeanette Pieper, Managing Director, Blackstone Private Wealth Solutions
• Intro: Debbie Michaelson, Principal, Blackstone Private Wealth Solutions

GRAND BALLROOM

9:55 – 10:00am

SHOOK Ones: My Best Idea

• Mary Mullin, Merrill Wealth Management
• Intro: Lindsey Nacht, Vice President | Director of Operations, SHOOK Research

10:00 – 10:20am

Become Priceless to your Clients

• Lisa Kueng, Managing Director of Business Development, Invesco Global Consulting
• Intro: Allison Sadd, Senior Advisor Consultant, Invesco

10:20 – 10:40am

Not Your Typical Economic Cycle

• Emily Roland, Co-Chief Investment Strategist, John Hancock Investment Management
• Moderator: Sarah Ponczek, UBS Private Wealth Management
• Intro: Kristie Feinberg, President & CEO of John Hancock Investment Management

10:40 – 10:55am

Cracking the Code: Expanding Women Advisor Representation in Wealth Management

• Lindsey Clark, Financial Solutions Advisor, Merrill Wealth Management
• Melaina Cano, Senior Financial Advisor, Merrill Wealth Management
• Moderator: Lindsay Hans, President & Co-Head, Merrill Wealth Management
• Intro: Jamie Shook, Senior, Wake Forest University

10:55 – 11:15am

The Blueprint to Wealth: A Discussion on Financial Planning

• Emily Rubin, UBS Private Wealth Management
• Kathleen Entwistle, Morgan Stanley Private Wealth Management
• Moderator: Anthea Tjuanakis Cox, Managing Director & Head of Financial Planning, Morgan Stanley Wealth Management
• Intro: Blake Pastore, Senior Associate VP, Advisor Services, SHOOK Research

11:15 – 11:30am

Refreshment Break

FLAGLER HALL

11:30am – 12:30pm

Roundtables

12:30pm

Lunch

GRAND BALLROOM

12:35 – 12:40pm

Forbes | SHOOK Directory Exclusive Offer

12:40 -12:45pm

SHOOK Ones: My Best Idea

• Missy Spickler, Merrill Wealth Management
• Intro: LoriAnn LaSalle, Vice President | Business Manager, SHOOK Research

12:50 – 1:10pm

The Art and Power of Authentic Communication

• Sarano Kelley, Co-Founder, The Kelley Group
• Moderator: Laurie Durante, Managing Director, Head of Platform Strategy & Senior Relationship Manager, FS Investments

1:10 – 1:30pm

Trends in Luxury Travel 2024

• Michael Solomon, Forbes Life Editor
• Moderator: Michelle Mayer, Merrill Private Wealth Management

1:30 – 1:45pm

Innovation and the Next Technological Revolution

• Dr. Ankur Crawford, Executive Vice President & Portfolio Manager, Alger
• Moderator: Melissa Corrado Harrison, UBS Private Wealth Management
• Intro: Jessica Davis, Vice President & Regional Director, Alger

1:45 – 2:00pm

Refreshment Break

FLAGLER HALL

2:00 – 2:25pm

What’s Ahead for the Balance of 2024

• Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth
• Allison Boxer, Senior Vice President & Economist, PIMCO
• Moderator: Susan Mazzetti, Quorum Private Wealth | Sanctuary Wealth
• Intro: Missy Iandiorio Longo, Vice President, External Account Manager, PIMCO

GRAND BALLROOM

2:25 – 2:30pm

SHOOK Ones: My Best Idea

• Renee Hanson, Ameriprise Financial Services
• Intro: Luke Bartow, Associate VP | Event Programming, SHOOK Research

2:30 – 2:50pm

Unlocking Alternatives: Private Equity for Individuals

• Alisa Wood, Partner & Co-CEO, KKR Private Equity Conglomerate
• Moderator: Julie Shechtman, Morgan Stanley Wealth Management
• Intro: Corry Hyer, Director, Global Client Solutions, KKR

2:50 – 3:10pm

Message Mapping: Getting to the Buying Zone

• Jeannie Underwood-Kotner, Senior Vice President & Head of Global Atlantic Consulting, Global Atlantic Financial Group

3:10 – 3:30pm

Leading with Empathy and Purpose

• Penny Pennington, Managing Partner, Edward Jones
• Moderator: Jacob Morgan, Best-Selling Author & Professionally Trained Futurist

3:30 – 3:35pm

SHOOK Ones: My Best Idea

• Louise Armour, J.P. Morgan Wealth Management
• Intro: Iris Testiler, Senior Associate VP | Events, SHOOK Research

3:35 – 3:50pm

Snack Break

FLAGLER HALL

3:50 – 4:10pm

Deal Making and State of the IPO Markets

• Julie Hong, Senior Partner & Co-Head of TPG’s Global Capital Markets
• Moderator: Debbie Shepherd, Central Division Executive, Field Leader, Merrill Wealth Management
• Intro: Prachi Makkar, Vice President, TPG

GRAND BALLROOM

4:10 – 4:20pm

SHOOK Ones: My Best Idea

• Jennifer Garcia, Wells Fargo Advisors
• Moderator: Kirsten Pickens, Managing Director & Co-Head of U.S. Distribution, FS Investments
• Intro: Madison Rizzo, Senior Analyst, SHOOK Research

4:20 – 4:40pm

Leading Your Way to Wellness

• Kenly Brozman, Health & Performance Coach, Canyon Ranch
• Intro: Lisa Fisher, Director of Sales, Marketing & Communication, Canyon Ranch

4:40 – 4:55pm

Going Against the Grain: How to Avoid Herd Mentality and Unlock Value

• Samantha McLemore, Founder & CIO, Patient Capital Management
• Moderator: Betsy Pakenas, Morgan Stanley Wealth Management
• Intro: Rebecca Kerner Reiss, Head of Business Development and Investor Relations, Patient Capital Management

4:55 – 5:30pm

SHOOK® Showdown – Best Idea Competition presented by PGIM

• Ken Correa, Managing Director, Head of Business & Client Development, Merrill Wealth Management
• Heather Crist, Managing Director, Market Director & Head of Field Engagement, WM USA, UBS Group AG
• Sinead Mitchell, V.P., Regional Sales Coordinator, SE FL Wires, PGIM Investments

5:30 – 5:35pm

Let’s Get Cocktails!

• Frank Berland, Managing Partner, SHOOK Research

5:35 – 6:30pm

Cocktail Reception

COURTYARD LAWN

6:30pm

Dine-Arounds with Partners

TIME

EVENT

PLACE

8:00 – 9:00am

Breakfast

FLAGLER HALL

9:00 – 9:05am

Good Morning... More Coffee, Please!

• Liz Shook, Co-Founder & COO, SHOOK Research

GRAND BALLROOM

9:05 – 9:25am

Empowering Business Owner Conversations

• Michelle Fuller, Head of U.S. Private Wealth Distribution, John Hancock Investment Management

9:25 – 9:45am

Investing in the New Space Economy

• Jane Poynter, CEO & Co-Founder, Space Perspective
• Moderator: Daniel Kleinmann, Partner, Balerion Space Ventures

9:45 – 10:05am

Technological Convergence: Disrupting the Norm, Defining the Future

• Rebecca Burke, Vice President & Product Specialist, ARK Investments
• Moderator: Tara Bueno, Regional Vice President, Resolute Investment Managers
• Intro: Holly Anhut, Vice President, National Accounts, Resolute Investment Managers

10:05 – 10:25am

Ideas for Succession Planning

• Nelrae Ali, Array Private Investment Advisory Group | Wells Fargo Financial Network
• Carol Wilshire, RBC Wealth Management
• Moderator: Alison Bonds Mazza, Head of Intermediary, State Street Global Advisors
• Intro: Callie Askins, Senior Associate VP | Project Leader, SHOOK Research

10:25 – 10:40am

Refreshment Break

FLAGLER HALL

10:40 – 11:00am

Ladies First: How Opening the Door for Women Advisors Will Change the Industry

• Kyle Olson, Merrill Wealth Management
• Tanya Mathews, Meridian Wealth Management, LPL Financial
• Moderator: Alisa Maute, EVP, Advisor Growth Solutions, LPL Financial
• Intro: Erick Lopez, Associate VP | Research, SHOOK Research

GRAND BALLROOM

11:00 – 11:20am

Great Wealth Transfer & Financial Equality

• Sallie Krawcheck, CEO & Founder, Ellevest
• Moderator: Kim Jenson, COO, Senior Vice President, Private Client Group, Raymond James Financial Services
• Intro: Kelly Baldoni, Head of Global Women’s Strategies, Impax Asset Management

11:20 – 11:25am

SHOOK Ones: My Best Idea

• Stacee Crittenden, Merrill Wealth Management
• Intro: Kaili Moran, Office Coordinator, SHOOK Research

11:25 – 11:30am

Keep in Touch, Ladies

• Liz Shook, Co-Founder & COO, SHOOK Research