2021 Forbes/SHOOK On-The-Road Teams Event

Boston Long Warf • Boston, MA - November 11, 2021

SOLD OUT IN 2019

Boston Marriott Long Wharf, 296 State Street
Boston, MA
November 11, 2021

Registration begins at 12:30pm
Business Attire
1:00pm-5:30pm Sessions
5:30pm Cocktails

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

SOLD OUT IN 2019


Exclusively for Top Advisors, RIAs & Teams


Sample Sessions

CE Credits Available

  • SHOOK Talks - Best ideas from Top Advisors
  • The Future of Teams
  • Creating a Winning Team Culture
  • Team Structure & Efficiencies
  • What's the right team structure to serve the affluent?
  • Intergenerational Teams - How to structure, market and serve clients.
  • Investment Panel - Where are the opportunities?
  • Compensating and incentivizing team members
Shook Research

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SOLD OUT IN 2019

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Thursday,
November 11, 2021


 

TIME

EVENT

1:00-1:30pm

Pre-Con: Priceless: The Language of Value

  • Jay Therrien, Managing Director of Executive Consulting, Invesco
  • Jeff Murphy, Sr. Advisor Consultant, Invesco

1:30-1:40pm

Opening Remarks

  • RJ Shook, Founder, SHOOK Research & Forbes Senior Contributor

1:40-2:00pm

Building a Purposeful Practice

  • Mary Mullin, Merrill Lynch Wealth Management
  • Jeffrey Swett, UBS Wealth Management
  • Moderator: Bill McManus, Director, Hartford Funds
  • Jesse Martin, Advisor Consultant, Hartford Funds

2:00-2:20pm

Choosing the Right Alternatives for an Inflationary Environment

  • A.J. Agarwal, Sr. Managing Director, Real Estate, Blackstone
  • Brad Marshall, Sr. Managing Director, Credit, Blackstone
  • Moderator: Raj Sharma, Merrill Private Wealth Management
  • John Cronin, Principal, Blackstone

2:20-2:40pm

Fireside Chat with Brett Winton

  • Brett Winton, Director of Research, Ark-Invest
  • Moderator: Raj Pathak, Morgan Stanley Wealth Management
  • Tom Desiderio, Regional VP of Sales, Resolute Investment Managers

2:40-2:45pm

SHOOK “Ones” – My Best Idea

  • Chuck Bean, Heritage Financial Services
  • Chris Logue, Regional Director, Putnam Investments

2:45-3:10pm

Positioning Among Peaks, Troughs, and Bubbles - Investment Themes for 2022

  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
  • Mike Arone, Chief Investment Strategist, State Street Global Advisors
  • Moderator: Victor Livingstone, Morgan Stanley Private Wealth Management
  • James Libutti, Regional Consultant, State Street Global Advisors

3:10-3:25pm

Break

3:25-3:50pm

Municipal Bonds: A Credit Market Driven by Technicals with a Rate Problem

  • Mark Paris, CIO & Head of Municipals, Invesco
  • Stephanie Larosiliere, Sr. Client Portfolio Manager & Head of Municipal Business Strategies & Development, Invesco
  • Jeff Murphy, Sr. Advisor Consultant, Invesco

3:50-4:10pm

Building Brand Relevance

  • Mike Fox, Founder, The Mullingar Group
  • Joe Daly, Sr. Investment Consultant, Thornburg

4:10-4:30pm

Building the Team of the Future

  • Ramzi Nuwayhid, Merrill Private Wealth Management
  • Debra Brede, D.K. Brede Investment Management Co.
  • Moderator: Allen Jones, Managing Director, Merrill Lynch Wealth Management
  • John Gaines, Vice President, Private Wealth Solutions, Blackstone

4:30-4:40pm

How the Best Become the Best

  • Camille Valentine, UBS Wealth Management
  • Moderator: Jac McLean, Sr. Managing Director, NY Life Investments
  • Jamie Hawes, Director & Advisor Consultant, NY Life Investments

4:40-5:00pm

Not All International Value is Created Equal

  • Alan Barr, Portfolio Manager, First Eagle Investment Management
  • Moderator: Jim Cotchett, Director of National Accounts, First Eagle Investment Management

5:00-5:25pm

Investment Panel

  • Eric Hundahl, Head of Portfolio Strategy, BNY Mellon
  • Strider Elass, Senior Economist, First Trust Advisors L.P.
  • Moderator: Trevor Byrne, Morgan Stanley Wealth Management
  • Chris Grant, Regional Vice President, BNY Mellon

5:25-5:30pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

 
Speakers:


Brett Winton

Director of Research, Ark-Investment

R.J. Shook

Founder & President,
SHOOK Research

Richard Bernstein

Richard Bernstein Advisors

Mike Arone

Chief Investment Strategist, State Street Global Advisors

A.J. Agarwal

Sr. Managing Director, Real Estate, Blackstone

Liz Shook

COO & Co-Founder, SHOOK Research

Alan Barr

Portfolio Manager, First Eagle Investment Management

Brad Marshall

Sr. Managing Director, Credit, Blackstone

Mike Fox

Founder, The Mullingar Group

...plus the highest rated Advisors and RIAs sharing best practices.