2021 Forbes | SHOOK On The Road Teams Event

TIME

EVENT

1:00-1:30pm

Pre-Con: Priceless: The Language of Value

• Brett Van Bortel, Director of Consulting Services, Invesco Global Consulting

1:30-1:40pm

Opening Remarks

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

1:40-1:45pm

SHOOK “Ones” – My Best Idea

• Steve Hefter, HLM Capital Wealth Management

1:45-2:05pm

Fireside Chat with Brett Winton

• Brett Winton, Director of Research, Ark-Invest
• Bret Mason, Raymond James
• Carol Biegel, Regional VP, Sales, Resolute Investment Managers

2:05-2:30pm

Investment Insight for 2022

• Eric Hundahl, Head of Portfolio Strategy, BNY Mellon
• Brian Nick, Chief Investment Strategist, Nuveen
• Steven Dudash, IHT Wealth Management
• John Mussallem, Sr. Vice President, BNY Mellon

2:30-2:50pm

Choosing the Right Alternatives for an Inflationary Environment

• A.J. Agarwal, Sr. Managing Director, Real Estate, Blackstone
• Steve Kuppenheimer, Senior Managing Director, Blackstone Credit
• Moderator: Norman Siegel, Morgan Stanley Private Wealth Management
• Pat Hanna, Principal, Private Wealth Solutions, Blackstone

2:50-3:15pm

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

• Mark Paris, Chief Investment Officer & Head of Municipals, Invesco
• Tim O’Reilly, Sr. Portfolio Manager & Head of Municipal Portfolio Mgt, Invesco

3:15-3:25pm

Break

3:25-3:45pm

Building A Purposeful Practice

• Andy Timmerwilke, Merrill Lynch Wealth Management
• Mike Lantz, Lantz Financial
• Moderator: John Diehl, Sr. Vice President, Hartford Funds
• Tom Dewbray, Advisor Consultant, Hartford Funds

3:45-4:05pm

Memes, Manias & Media Distractions: Fives Strategies to Help Clients Avoid Investing Landmines

• Chris Davis, Chairman & Portfolio Manager, Davis Advisors
• Bill Coughlin, Regional Director, Davis Advisors

4:05-4:25pm

Fixed Income 2021: The Year of Recovery and Acceleration

• Bill Housey, Sr. Portfolio Manager & Managing Director of Fixed Income, First Trust Advisors L.P.
• John Lynch, Vice President, First Trust Advisors L.P.

4:25-4:50pm

Positioning Among Peaks, Troughs, and Bubbles – Investment Themes

• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
• Mike Arone, Chief Investment Strategist, State Street Global Advisors
• Moderator: Rod Loewenthal, UBS Wealth Management
• Patrick Renehan, Chicago Regional Consultant, State Street Global Advisors

4:50-5:10pm

Five High Conviction Ideas for a Post-pandemic World

• Steve Cianci, Sr. Managing Director & Head of Global Fixed Income, MacKay Shields
• John Hammond, Merrill Lynch Wealth Management
• Mat Frechette, NY Life Investments

5:10-5:30pm

Not All International Value is Created Equal

• Kimball Brooker, Co-head of Global Value Team & Portfolio Manager, First Eagle Investment Management
• Moderator: Rob Merrell, Senior Sales Director, First Eagle Investment Management

5:30-5:35pm

Closing Remarks

• Frank Berland, Managing Partner, SHOOK Research