2019 Forbes | SHOOK On The Road — TEAMS EVENT

TIME

SESSION & SPEAKER

1:15 - 1:25 pm

Welcome Remarks

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

1:25 - 1:30 pm

SHOOK “Talks" (CFP, I-W)

• Shirley Quackenbush - Managing Director, Private Wealth Advisor, Merrill Private Wealth Management
• Introduction: Nick Cirbo - Vice President, Senior Advisor Consultant, Invesco

1:30 - 1:55 pm

Is Value Investing Dead…or Just Sleeping? (CFP, I-W)

• Adam Barth - Director of Research, Gotham Asset Management
• Introduction: Pat Dwyer - Managing Director, Merrill Private Wealth Management

1:55 - 2:15 pm

Top Advisor Panel: Creating a Winning Team Culture (CFP, I-W)

• Reza Zafari - Managing Director, Merrill Private Wealth Management
• Randy Conner - President, Churchill Management Group
• Moderator & Introduction: Robert Milliman - Western Divisional Sales Manager, First Eagle Investment Management

2:15 - 2:40 pm

Conversation with Jeffrey Gundlach: Market Risks, Opportunities, and More (CFP, I-W)

• Jeffrey Gundlach - CEO & CIO, DoubleLine

2:40 - 2:55 pm

Marketing Your Team’s Forbes Recognition (CFP, I-W)

• Pat Dwyer - Managing Director, Merrill Private Wealth Management
• Craig Macomber - Partner/Private Wealth Manager, Stratos Wealth Partners
• Moderator: Frank Berland - Managing Director, SHOOK Research
• Introduction: Tom Monks - Regional Vice President/Advisor Consultant, Hartford Funds

2:55 - 3:10 pm

Break

3:10 - 3:40 pm

Concurrent Breakout Sessions

1. Tax-aware Strategies for the California Market, Salon IV (CFP, I-W)
   • Bruce Munster - Managing Director, Merrill Private Wealth Management
   • Moderator: Lisa Charkoudian & Lauren Godlasky, Gotham Asset Management
2. Team Structures & Efficiencies, Ballroom (CFP, I-W)
   • Renee Fourcade - UBS Financial Services
   • Ronald Munman - Executive Director, J.P. Morgan Securities
   • Moderator: David Borrelli - Senior Vice President & National Sales Manager, Invesco

3:40 - 3:50 pm

Transition to Next Breakout

3:50 - 4:20 pm

Concurrent Breakout Sessions

1. What is the Right Team Structure to Serve the Affluent, Ballroom (CFP, I-W)
   • Stephen Davis - Managing Director, UBS Financial Services
   • Brandi Schnathorst - Account Vice President, UBS Financial Services
   • James Klein - Managing Director, Morgan Stanley Private Wealth Management
   • Moderator: Michael Lane - Head of US Wealth Advisory, iShares, BlackRock
2. Intergenerational Teams, How to Structure, Market, and Serve Clients, Salon IV (CFP, I-W)
   • Joseph Schirripa - Managing Director, UBS Financial Services
   • Nicolas Schirripa - Vice President, UBS Financial Services
   • John Shadden - Managing Director/Private Wealth Advisor, Morgan Stanley Private Wealth Management
   • Moderator: Bill McManus - Managing Director/Strategic Markets, Hartford Funds

4:20 - 4:35 pm

Break

4:35 - 5:00 pm

Outlook on the Market & What’s Ahead (CFP, I-W)

• Bob Doll - Chief Equity Strategist, Nuveen

5:00 - 5:05 pm

SHOOK “Talks" (CFP, I-W)

• Rick Blosser - Wells Fargo Advisors
• Introduction: Jamie DeNitto - Managing Director, Chiron Investment Management

5:05 - 5:15 pm

A Long Term Catalyst for Chinese Equities (CFP, I-W)

• Brendan Ahern - Chief Investment Officer, KraneShares
• Introduction: Bill Fagan - Director, KraneShares

5:15 - 5:20 pm

SHOOK “Talks" (CFP, I-W)

• Amir Mossanen - Suntrust
• Introduction: Mason Billock - RIA & Private Bank Advisor Consultant, New York Life Investments

5:20 - 5:40 pm

Top Advisor Panel: The Future of Teams (CFP, I-W)

• Rebecca Rothstein - Managing Director, Merrill Private Wealth Management
• Mark Binder - UBS Financial Services
• Moderator & Introduction: Michael Schweitzer - Capital Group/American Funds

5:40 - 5:45 pm

Closing Remarks

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

5:45 - 6:15 pm

Cocktail Reception