Forbes/SHOOK
On-The-Road Regional Event

Denver, CO - September 1, 2021

The Ritz-Carlton, Denver

11:30am Lunch
12-4pm 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.P.

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,
September 1, 2021


TIME

SESSION & SPEAKER

11:30-12:00pm

Lunch

12:00-1:45pm

Opening Remarks

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

Welcome

  • Dan Affetto, Managing Director, National Sales, First Trust Portfolios L.P.

Fighting the Good Fight

  • James Bowen, CEO, First Trust Portfolios L.P.
  • Intro: Dan Affetto, 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.
  • Robert Bancroft, Morgan Stanley Private Wealth Management
  • Ali Phillips, Obermeyer Wood
  • Michael Chudd, UBS Wealth Management

A Simple Strategy for Maximizing Your Business

  • Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.
  • Intro: Dan Affetto, Managing Director, National Sales, First Trust Portfolios L.P.

1:45-1:55pm

Networking Break

1:55-4:00pm

Post-COVID Investing

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

The New Age of Growth

  • Moderator: Christopher Eaton, Market Executive, Greater Denver Market, Merrill Lynch Wealth Management
  • Brannon Johnson, UBS Wealth Management
  • Shawn Fowler, Morgan Stanley Private Wealth Management

Normal or New Normal; That is the Question

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

Closing Remarks

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