Forbes-SHOOK Next-Gen 2018 Agenda

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Sunday,
September 30, 2018


TIME

SESSION & SPEAKER

1:00 - 10:00 pm

Check-In & Reception

6:30 pm

Music Fest — SHOOK VIP Tent
Entertainment: Marshmello, Russ, & Butterscotch

Monday,
October 1, 2018


UMASS Club, 1 Beacon St.

TIME

SESSION & SPEAKER

8:30 am

Breakfast

9:00 - 9:25 am

Pre-Conference Session
Planning for Your Future Self - Research from MIT Age Lab (CFP, I-W)

  • Presented by: Hartford Funds

9:30 - 9:55 am

Pre-Conference Session
Realities, Myths, and Actionable Ideas in Fixed Income

  • Presented by: American Funds

10:00 - 10:15 am

Welcome Remarks

  • R.J Shook (Founder, SHOOK Research & Forbes Contributor)

10:15 - 10:20 am

SHOOK “Talks"

  • Nick LoMaglio - UBS Financial Services

10:20 - 10:45 am

Top Next-Gen Advisors Discuss:
How we are making a difference in our clients’ lives (CFP, I-W)

  • Moderator: Steve Samuels (Managing Director, Merrill Lynch Wealth Management)
  • Sara Rajo-Miller - Miracle Mile Advisors
  • Rory O’Hara - Merrill Lynch Wealth Management
  • Robert Chen - Morgan Stanley Wealth Management

10:45 - 10:55 am

Networking / Refreshments

10:55 - 11:00 am

SHOOK “Talks”

  • Ari Weber - Merrill Lynch Wealth Management

11:00 - 11:10 am

China - Too Big to Ignore

  • Jonathan Shelon (Chief Operating Officer, KraneShares)
    Presented by: KraneShares

11:10 - 11:30 am

Philanthropic Spotlight

11:30 - 11:35 am

Networking / Refreshments

11:35 - 12:35 pm

NG Roundtables (CFP, I-W)

12:35 - 1:25 pm

Tunes & Trucks (Music & Food Trucks in the Village)

1:25 - 1:35 pm

Return to SHOOK Stage @ UMass Club

1:35 - 2:10 pm

Role Model Roundtables (CFP, I-W)

2:10 - 2:20 pm

Networking / Refreshments

2:20 - 2:55 pm

Concurrent Breakout Sessions

  1. Compensating your team members
    • Moderator: Raj Sharma - Merrill Lynch Private Banking & Investment Group
    • Kyle Caouette - UBS Financial Services
    • Brandon Schlesinger - Morgan Stanley Private Wealth Management
  2. ESG/Impact Investing: The Opportunity, Busted Myths and How to Incorporate Into Your Practice (CFP, I-W)
    • Moderator: Nikita Singhal (Vice President, ESG Invt Program, Clearbridge Investments)
    • Jens Pascucci - Merrill Lynch Wealth Management
    • Katherine McGinn - Ameriprise Financial Services

2:55 - 3:05 pm

Networking / Refreshments

3:05 - 3:10 pm

Highlights of The Generations Project: Are You and Your Clients on the Same Page?

  • Presented by: OppenheimerFunds

3:10 - 3:30 pm

Vision for Victory (CFP, I-W)

  • Dr. Kevin Elko
  • Presented by: New York Life Investments

3:30 - 3:35 pm

SHOOK “Talks”

  • Tony Carpentieri - Merrill Lynch Wealth Management

3:35 - 3:45 pm

Highlights of "You are who Google says you are…Your Online Presence Matters"

  • Brad Shepard (Head of Advisor Innovation, WisdomTree)

3:45 - 4:05 pm

Being your best...and getting better - Advice from America’s #1 Advisor (CFP, I-W)

  • Jeff Erdmann - Merrill Lynch Wealth Management

4:05 - 4:25 pm

Building the right team structure for your practice (I-W)

  • Moderator: Robert Bruno (Head of Distribution, First Eagle)
  • Rees Mason - Merrill Lynch Wealth Management
  • Ryan Weber - Raymond James & Associates
  • Jared Policastro - Morgan Stanley Wealth Management

4:25 - 4:45 pm

Investment Panel - Insights From the Experts

  • Moderator: Adam Merino - Morgan Stanley Private Wealth Management
  • Ryan Caldwell (Partner & Chief Investment Officer, Chiron)
  • Matthew McLennan (Head of Global Value Team, First Eagle)
  • Adam Petryk (President, QS Investors)

4:45 - 4:55 pm

Networking / Refreshments

4:55 - 5:10 pm

The Future is Now (CFP, I-W)

  • Andy Sieg (Head of Merrill Lynch Wealth Management)

5:10 - 5:30 pm

Best Practices of Top-Ranked Teams

  • Moderator: Jac McLean (Head of US Distribution, NYLIM)
  • Tony Carpentieri - Merrill Lynch Wealth Management
  • Varun Marneni - Raymond James Financial Services
  • Rachel Gottlieb - UBS Financial Services

5:30 - 6:15 pm

SHOOK Tank “Open Mic” (CFP, I-W)
— Be prepared to share your best idea in 90 seconds

Tuesday,
October 2, 2018


UMASS Club, 1 Beacon St.

TIME

SESSION & SPEAKER

8:30 am

Breakfast

9:00 - 9:25 am

Pre-Conference Session
You are who Google says you are...Your Online Presence Matters

  • Presented by: WisdomTree

9:30 - 9:55 am

Pre-Conference Session
The Generations Project: Are You and Your Clients on the Same Page?

  • Presented by: OppenheimerFunds

10:00 - 10:05 am

Welcome Remarks

  • Frank Berland (Managing Director, SHOOK Research)

10:05 - 10:10 am

SHOOK “Talks"

  • Kyle Kelley - Merrill Lynch Wealth Management

10:10 - 10:30 am

New-Age Marketing

  • James Schneiderman - Morgan Stanley Wealth Management
  • Sarah Damsgaard - J.P. Morgan Securities
  • Gray Boutte - Wells Fargo Advisors
  • Moderator: Ramzi Nuwayhid - Merrill Lynch Private Banking & Investment Group

10:30 - 10:35 am

SHOOK “Talks"

  • Sara Rajo-Miller - Miracle Mile Advisors

10:35 - 10:50 am

Networking / Refreshments

10:50 - 11:10 am

Getting the most of YOU: time management and efficiently structuring your day (I-W)

  • Moderator: John Cooper (Head of US Intermediary, Morgan Stanley Investment Management)
  • Lucas Winthrop - Winthrop Wealth Management
  • Matt Gallo - Merrill Lynch Wealth Management
  • Joe Panfil - UBS Financial Services

11:10 - 11:30 am

Building a Winning Brand (I-W)

  • Moderator: Kevin Dolan (Senior Biz Development Manager, Capital Group | American Funds )
  • Josh Schneider - Morgan Stanley Wealth Management
  • Jason Mingelgreen - Stifel
  • Winnie Sun - Sun Group Wealth Partners
  • Kevin Dolan (Director of Business Development ,American Funds)

11:30 - 11:55 am

America's Fastest Growing Next-Gens (CFP, I-W)

  • Moderator: Cynthia Chamberlayne (National Director/Portfolio Specialist, Davis Advisors)
  • John Mele - Morgan Stanley Wealth Management
  • Tyler Lane - Merrill Lynch Private Banking & Investment Group
  • Daniel Resnick - J.P. Morgan Securities

11:55 - 12:00 pm

Closing Remarks

  • R.J. Shook (Founder, SHOOK Research & Forbes Contributor)