2025 Forbes | SHOOK On-the-Road Regional Event

Hyatt Regency Boston | One Avenue de Lafayette, Boston, MA | April 23, 2025

Register below - Sells out every year!

April 23, 2025

Hyatt Regency Boston
One Avenue de Lafayette, Boston, MA


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

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


Bring your team!


Past Sample Sessions

CE Credits

  • 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


Premier Partner Invesco QQQ
Shook Research

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Wednesday,
April 23, 2025


 

TIME

EVENT

12:00 – 12:10pm

Opening Remarks

  • Frank Berland, Managing Partner, SHOOK Research

12:10 – 12:15pm

SHOOK Ones: My Best Idea

  • Jonathan Price, Morgan Stanley Wealth Management
  • Intro: Chris Norris, Senior Alternatives Investment Specialist, T. Rowe Price

12:15 – 12:35pm

Finding Growth Opportunities Outside the Mag-7

  • Nick Schommer, Portfolio Manager, Janus Henderson Investors
  • Moderator: Ramzi Nuwayhid, Merrill Wealth Management
  • Intro: Brian Arcara, Executive Director, Advisor Solutions Group, Janus Henderson Investors

12:35 – 1:05pm

Sports Investment Opportunities

  • Russell Wolff, Managing Director, Sports, Media & Entertainment, Sixth Street
  • Moderator: Ron Insana, Senior Analyst for CNBC
  • Intro: Scott Reeder, Managing Director, Sixth Street

1:05 – 1:10pm

SHOOK Ones: My Best Idea

  • Lawrence Glazer, Mayflower Advisors
  • Intro: John Scully, Senior Managing Director, Market Leader – Private Wealth, Nuveen

1:10 – 1:30pm

Market Outlook: Why Investors Should Continue to Climb the Wall of Worry

  • Michael Arone, Chief Investment Strategist, State Street Global Advisors
  • Moderator: Victor Livingstone, Morgan Stanley Private Wealth Management
  • Intro: David Fredrick, Regional Consultant, State Street Global Advisors

1:30 – 1:45pm

Networking Break

1:45 – 1:50pm

SHOOK Ones: My Best Idea

  • Darrin Gold, UBS Wealth Management
  • Intro: Dylan Ferrante, Associate VP | Marketing Strategist, SHOOK Research

1:50 – 2:10pm

Solving the World’s Safety Problem: Rise of a New Prime – Anduril Industries

  • Allison Lazarus, Head of Investor Relations, Anduril Industries
  • Moderator: Tim Maul, Head of Investor Relations, Balerion Space Ventures

2:10 – 2:30pm

Exploring a Growing Opportunity Set in Real Assets

  • Gary Rozier, Senior Managing Director, Real Assets Management Team, Blue Owl
  • Moderator: Max Tanner, Head of Internal Sales, Blue Owl

2:30 – 2:50pm

Ideas from the Winner’s Circle®

  • Raj Sharma, Merrill Private Wealth Management
  • Moderator: Rick Henn, Divisional Sales Director - Northeast, Invesco
  • Intro: Jeff Murphy, Market Leader, Invesco

2:50 – 3:10pm

Energy Sector – Implication of the Tariffs

  • Eva Pao, Principal, Co-Founder & Co-Portfolio Manager, Energy Income Partners
  • Moderator: Ron Insana, Senior Analyst for CNBC

3:10 – 3:30pm

Engaging with Your Clients During Uncertainty

  • Jeffrey Swett, UBS Wealth Management
  • Mary Mullin, Merrill Wealth Management
  • Moderator: Eric Ring, Managing Director, Divisional Sales Head, Janus Henderson Investors
  • Intro: Luke Bartow, Associate VP | Event Programming, SHOOK Research

3:30 – 3:35pm

The Last Word

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

3:35 – 4:35pm

Cocktail Reception


Speakers:


Russell Wolff

Managing Director
Head of Sports, Media, and
Entertainment Operations
Sixth Street

Allison Lazarus

Head of Investor Relations
Anduril Industries

Michael Arone

Chief Investment Strategist
State Street Global Advisors

Ron Insana

Senior Analyst for CNBC

Gary Rozier

Senior Managing Director
Real Assets Management Team
Blue Owl

Nick Schommer

Portfolio Manager
Janus Henderson Investors

Frank Berland

Managing Partner
SHOOK Research

Rick Henn

Divisional Sales Director - Northeast
Invesco

Eva Pao

Principal, Co-Founder
& Co-Portfolio Manager
Energy Income Partners

Lindsey Nacht

Vice President
Director of Operations
SHOOK Research