2023 Forbes | SHOOK On The Road Regional Event

The Daxton | 298 S Old Woodward Ave., Birmingham, MI | June 15, 2023

The Daxton

298 S Old Woodward Ave., Birmingham, MI
June 15, 2023

Business Casual
2:00-2:30pm Registration
2:30-5:00pm Sessions
5:00-5:45pm Cocktails
5:45pm Networking Dinner

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

Bring your team!


Sample Sessions

CE Credits Available

  • Riding the Cross Currents of Market Uncertainty
  • Opportunities in Private Credit
  • New Era of Private Equity
  • Why Scale and Sector Selection Matter in Real Estate
  • Alternatives in Practice
Shook Research

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Thursday,
June 15, 2023

TIME

SESSION & SPEAKER

2:30-2:45pm

We're Here on Purpose

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

2:45-3:05pm

Alternatives: The Decade Ahead

  • Joe Lohrer, Senior Managing Director & Head of U.S. Retail Sales, Blackstone Private Wealth Solutions

3:05-3:25pm

Riding the Cross Currents of Market Uncertainty

  • Joe Zidle, Senior Managing Director & Chief Investment Strategist, Blackstone Private Wealth Solutions
  • Moderator: Bill Dodson, Principal, Blackstone Private Wealth Solutions

3:25-3:45pm

Opportunities in Private Credit

  • Andrew Park, Principal, Blackstone Credit
  • Moderator: Kyle Lopriore, Principal Blackstone Private Wealth Solutions

3:45-4:00pm

Networking Break

4:00-4:05pm

Welcome Back

  • Matthew Zarabara, Associate, Blackstone Private Wealth Solutions

4:05-4:10pm

SHOOK Ones- My Best Idea

  • Joseph Carter, Merrill Lynch Wealth Management

4:10-4:30pm

New Era of Private Equity

  • Tom Morrison, Senior Managing Director & Co-President, Blackstone Private Equity Strategies
  • Moderator: Joey Roslovic, Vice President, Blackstone Private Wealth Solutions

4:30-4:50pm

Why Scale and Sector Selection Matter in Real Estate

  • Andrew Fenet, Managing Director, Blackstone Real Estate
  • Moderator: Bill Dodson, Principal, Blackstone Private Wealth Solutions

4:50-5:15pm

Alternatives in Practice

  • Monish Verma, Vardhan Wealth Management
  • Derick Grembi, Merrill Lynch Wealth Management
  • Moderator: Kyle Lopriore, Principal, Blackstone Private Wealth Solutions

5:15pm

The Last Word

  • Callie Almes, Senior Associate VP | Project Manager, SHOOK Research

5:15-5:45pm

Cocktail Reception

5:45pm

Networking Dinner


Speakers:

R.J. Shook

Co-Founder, President,
SHOOK Research,
Senior Forbes Contributor

Joe Zidle

Sr. Managing Director & Chief Investment Strategist
Blackstone Private Wealth Solutions

Andrew Park

Principal
Blackstone Credit

Tom Morrison

Sr. Managing Director & Co-President
Blackstone Private Equity Strategies

Callie Almes

Senior Associate VP
Project Manager
SHOOK Research

Derrick Grembi

Merrill Lynch Wealth Management

Monish Verma

Vardhan Wealth Management

and more…

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

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