Forbes/SHOOK
On-The-Road Regional Event

Charlotte, NC - August 25, 2021

Grand Bohemian Hotel Charlotte

12:00pm Lunch
12:30-4:30pm Sessions
Cocktails


Exclusively for Advisors, RIA’s & Teams


Speakers

Top Advisors and RIAs

  • RJ Shook, President & Co-Founder, SHOOK Research & Senior Forbes Contributor
  • James Bowen, Chief Executive Officer, First Trust Portfolios L.P.
  • David McGarel, Chief Investment Officer, First Trust Portfolios L.P.
  • Brian Wesbury, Chief Economist, First Trust Portfolios L.P.
  • Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.PM/

Sessions

  • SHOOK Talks - Best ideas from Top Advisors
  • Fighting the Good Fight
  • The Future of Our Practices
  • Post-COVID Investing
  • The New Age of Growth
  • Normal or New Normal... That is the Question

Shook Research

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Wednesday,
August 25, 2021


TIME

SESSION & SPEAKER

12:00-12:30 pm

Lunch

12:30-2:45 pm

Opening Remarks

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

Welcome

  • Brett Egner, Managing Director, National Sales, First Trust Portfolios L.P.

Fighting the Good Fight

  • James Bowen, CEO, First Trust Portfolios L.P.
  • Intro: Brett Egner, Managing Director, National Sales, First Trust Portfolios L.P.

The Future of Our Practices

  • Moderator: Jonathan Wills, Managing Director, RIA & Institutional Sales, First Trust Portfolios L.P.
  • Adam Landau, Morgan Stanley Private Wealth Management
  • Matthew Branstrom, Merrill Lynch Wealth Management

A Simple Strategy for Maximizing Your Business

  • Brian Gallery, Head of Strategy & Consulting, First Trust Portfolios L.P.
  • Intro: Brett Egner, Managing Director, National Sales, First Trust Portfolios L.P.

2:45-3:00 pm

Networking Break

3:00-4:55 pm

Post-COVID Investing

  • David McGarel, CIO, First Trust Portfolios L.P.
  • Intro: Brett Egner, Managing Director, National Sales, First Trust Portfolios L.P.

The New Age of Growth

  • Moderator: Chandler Root, Managing Directory & Market Executive, Merrill Lynch Wealth Management
  • Marcia Tillotson, Wells Fargo Advisors
  • John McCardell, Merrill Lynch Wealth Management

Normal or New Normal; That is the Question

  • Brian Wesbury, Chief Economist, First Trust Portfolios L.P.
  • Intro: Brett Egner, Managing Director, National Sales, First Trust Portfolios L.P.

Closing Remarks

  • RJ Shook, President & Co-Founder, SHOOK Research & Senior Forbes Contributor