2025 Forbes | SHOOK On The Road Regional Event

New York Hilton Midtown | New York, NY | March 20, 2025

March 20, 2025

New York Hilton Midtown
1335 Avenue of the Americas, New York, NY


Business Casual
11:30am Registration
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

  • “The Infinite Team” R.J. Shook
  • SHOOK Ones: Best Ideas from America's Top Advisors
  • Building the Team of the Future
  • Private Credit: An Evolving Market’s Benefits for High Net Worth Clients
  • Optimizing Equity: Balancing Public-Private Allocations
  • The Implications of Private Alternatives in your Practice
  • Opportunities in Real Estate
  • Market Outlook: Navigating the Four Big Themes


Premier Partner Invesco QQQ
Shook Research

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Speakers:


Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR ETFs

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Jonathan Wilhelm

Senior Vice President
Senior Portfolio Manager
First Trust

Jay Therrien

Managing Director of Executive Consulting
Invesco Global Consulting

Mark Affolter

Co-Head of
Ares Sports, Media and Entertainment Ops. &
U.S. Direct Lending

Viral Patel

Chief Executive Officer
Blackstone Private Equity Strategy

Meghan Donoghue

Principal
Real Assets Portfolio Strategist
Blue Owl

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Ron Insana

Senior Analyst for CNBC

Randy Schwummer

Vice Chairman, Investor Solutions
Churchill Asset Management

Nick Childs

Head of Structured &
Quantitative Fixed Income
Portfolio Manager
Janus Henderson Investors

Craig Eberling

Vice President
ETF Strategist
Fidelity Investments

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

Thursday,
March 20, 2025


TIME

SESSION & SPEAKER

12:00 – 12:10pm

The Infinite Team

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

12:10 – 12:15pm

SHOOK Ones: Our Team’s Best Idea

  • Frank Delli Carpini, Morgan Stanley Wealth Management
  • Intro: Jacob Shook, Senior Analyst, SHOOK Research

12:15 – 12:35pm

Ideas from the Winner’s Circle

  • Edmund Agresta, Morgan Stanley Wealth Management
  • Moderator: Jay Therrien, Managing Director of Executive Consulting, Invesco Global Consulting
  • Intro: Jim Barker, Vice President, Market Leader, Senior Advisor Consultant, Invesco

12:35 – 12:55pm

Unlocking Opportunities with Private Equity

  • Viral Patel, Chief Executive Officer, Blackstone Private Equity Strategies
  • Moderator: Eddie Bernson, Principal, Blackstone Private Wealth Solutions

12:55 – 1:15pm

Not All Private Credit is Created Equal: Identifying Key Differentiators That Really Matter

  • Randy Schwimmer, Vice Chairman, Investor Solutions, Churchill Asset Management
  • Moderator: Ron Insana, Senior Analyst for CNBC
  • Intro: Dave Flaherty, Managing Director, Market Leader – Garden State, Nuveen

1:15 – 1:20pm

SHOOK Ones: My Best Idea

  • Anthony Shropshire, Merrill Wealth Management
  • Intro: Jordan Merrill, Associate VP | Research Manager, SHOOK Research

1:20 – 1:40pm

Exploring a Growing Opportunity Set in Real Assets

  • Jesse Hom, Senior Managing Director & Chief Investment Officer of Real Assets, Head of Real Estate Credit, Blue Owl
  • Moderator: Meghan Donoghue, Principal, Real Assets Portfolio Strategist, Blue Owl

1:40 – 1:55pm

Networking Break presented by our Premier Partner Invesco QQQ

1:55 – 2:15pm

2025 ETF Market Outlook: Soft Landings and Bull Markets

  • Michael Arone, Chief Investment Strategist, State Street Global Advisors
  • Moderator: Robert Chen, Morgan Stanley Private Wealth Management
  • Intro: John Faron, VP & Regional Consultant - NYC, State Street Global Advisors

2:15 – 2:20pm

SHOOK Ones: My Best Idea

  • Suzanne Akian, Morgan Stanley Wealth Management
  • Intro: Lindsey Nacht, Vice President | Director of Operations, SHOOK Research

2:20 – 2:40pm

Growing Investment Opportunities Within Sports, Media, and Entertainment

  • Mark Affolter, Co-Head of Ares Sports, Media and Entertainment Opportunities and Co-Head of U.S. Direct Lending
  • Moderator: Liz Jones, Head of Ares Private Wealth Partnerships

2:40 – 2:55pm

Opportunities When Historically Confident Investors Confront Record Uncertainty

  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
  • Intro: George Stanevich, Executive Director, Advisor Solutions Group, Janus Henderson Investors

2:55 – 3:10pm

Allocating to Fixed Income: It’s Not If, But Where

  • Nick Childs, Head of Structured & Quantitative Fixed Income, Portfolio Manager, Janus Henderson Investors
  • Intro: Rocco Scanniello, Executive Director, Advisor Solutions Group, Janus Henderson Investors

3:10 – 3:25pm

Riding the Real Estate Recovery

  • Donald Hall, Portfolio Manager, U.S. Cities Diversified Strategy & Global Head of Research, Nuveen Real Estate
  • Moderator: Jill Bobigan, UBS Wealth Management

3:25 – 3:40pm

Fed Policy and Muni Market Impact

  • Jonathan Wilhelm, Senior Vice President, Senior Portfolio Manager, First Trust
  • Moderator: Tom Klingman, Klingman & Associates

3:40 – 4:00pm

The Evolution of ETF Investing

  • Craig Ebeling, Vice President, ETF Strategist, Fidelity Investments
  • Moderator: Ron Insana, Senior Analyst for CNBC
  • Intro: David Harvey, Regional Director, Fidelity Investments

4:00 – 4:10pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:10 – 5:10pm

Cocktail Reception hosted by Nuveen