2021 Forbes/SHOOK On-The-Road Teams Event

JW Marriott • Chicago, IL - December 2, 2021

SOLD OUT IN 2019

JW Marriott, 151 W Adams Street
Chicago, IL
December 2, 2021

Registration and lite bites begin at 12:30pm
Business Attire
1:00-1:30pm Pre-Con
1:30-5:30pm Sessions
5:30-6:30pm 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

  • Priceless: The Language of Value
  • Choosing the Right Alternatives for an Inflationary Environment
  • SHOOK “Ones” – My Best Idea
  • Building a Purposeful Pratice
  • Positioning Among Peaks, Troughs, and Bubbles – Investment Themes for 2022
Shook Research

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SOLD OUT IN 2019

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Vaccinations are required to attend this event. Chat or email us if you have any questions.

Thursday,
December 2, 2021


 

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

  • RJ Shook, Founder, SHOOK Research & Forbes Senior 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

Speakers:


Brett Winton

Director of Research
Ark-Investment

Rich Bernstein

CEO & CIO
Richard Bernstein Advisors

Mike Arone

Chief Investment Strategist
State Street Global Advisors

RJ Shook

Founder, SHOOK Research
& Sr. Forbes Contributor

Stephanie Larosiliere

Head of Municipal Business Invesco

Mark Paris

Chief Investment Officer
& Head of Municipals Invesco

Tim O’Reilly

Sr. Portfolio Manager
& Head of Municipal Portfolio Mgt, Invesco

A.J. Agarwal

Sr. Managing Director
Real Estate, Blackstone

Eric Hundahl

Head of Portfolio
Strategy, BNY Mellon

Bill Housey

Sr. Portfolio Manager & Managing Director
of Fixed-Income First Trust Advisors L.P.

John Diehl

Sr. Vice President
Hartford Funds

Chris Davis

Chairman & Portfolio Manager,
Davis Advisors

Steve Cianci

Sr. Managing Director & Head
of Global Fixed Income MacKay Shields

Steve Kuppenheimer

Senior Managing Director
Blackstone Credit

Kimball Brooker

Co-head of Global Value Team & Portfolio Manager First Eagle Investment Management

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