June 3, 2021

11:00AM - 4:30PM EST


Philanthropic Partner


Sample Topics

  • America’s Top Advisors discuss how teams need to change
  • Helping families navigate the potential new tax environment
  • How the best service models are evolving
  • The diverse team: why it is a competitive advantage
  • Creating a Winning Team Culture
  • What’s the right team structure to serve the affluent?
  • Investment Panel - Where are the opportunities?
  • Best Ideas from America’s #1 Advisor: Jeff Erdmann, Merrill Lynch
  • And more...

Keynote Speakers:

  • Top Advisors/RIAs
  • A.J. Agarwal
  • Sandra Richards
  • Anthony Scaramucci
  • Mike Novogratz
  • Richard Bernstein
  • Kimberly Hatchett
  • Liz Shook
  • Andy Sieg
  • Chris Davis
  • Jeff Erdmann



Shook Research

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    May 23-25 Eau Palm Beach

Thursday,
June 3, 2021


TIME

SESSION & SPEAKER

11:00-11:10am

Opening Remarks

  • RJ Shook, President & Co-Founder, SHOOK Research & Senior Forbes Contributor
  • Liz Shook, COO & Co-Founder, SHOOK Research
  • Frank Berland, Managing Partner, SHOOK Research

11:10-11:25am

Winning Team Structures

  • Nestor Vicknair, Merrill Lynch Wealth Management
  • Erin Scannell, Ameriprise Financial Services
  • Moderator: Heather Crist, Head of Field Engagement, UBS Wealth Management USA

11:25-11:40am

The World is Changing. Your portfolio needs to change too. (Maybe a lot.)

  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors

11:40-11:55am

Creating Lasting Value: A guide to building a successful HNW enterprise

  • Michael Schweitzer, Head of HNW, Capital Group | American Funds

11:55-12:10pm

Addressing The Diversity Imperative: The Opportunity Ahead

  • Andy Sieg, President, Merrill Lynch Wealth Management
  • Moderator: Rebecca Rothstein, Merrill Private Wealth Management

12:10-12:30pm

Real Estate as an Investment: A conversation with A.J. Agarwal, Blackstone

  • A.J. Agarwal, Sr. Managing Director, Blackstone
  • Moderator: Matt Sheehan, Morgan Stanley Private Wealth Management

12:30-12:45pm

3 Habits of Highly Effective Financial Professionals

  • David Curry, National Sales Manager, Lincoln Financial Distributors
  • Introduction: Justin DiLucchio, AVP, Relationship Management, Lincoln Financial Distributors

12:45-1:00pm

A Vision for Victory

  • Terry Cook, Parcion Private Wealth
  • Dr. Kevin Elko, Advisor Advancement Institute, NY Life Investments
  • Introduction: Jen Tarsney, Director, Practice Management, NY Life Investments

1:00-1:15pm

Value Investing and Technology

  • Manish Gupta, Portfolio Manager & Senior Research Analyst, First Eagle

1:15-1:30pm

Investing in the Digital Asset and Blockchain Ecosystem

  • Mike Novogratz, Founder & CEO, Galaxy Digital
  • Alli McCartney, UBS Private Wealth Management

1:30-1:45pm

Achieving Philanthropic Goals Through Selling a Major Business Asset

  • Josh Stamer, Senior Managing Director, Foundation Source
  • Lisa Snyder, UBS Wealth Management

1:45-2:00pm

Talking Taxes with Your Clients: What the Biden Administration’s Proposals Could Mean

  • Michael Amoia, Senior Vice President, Advanced Sales, Crump Life Insurance Services
  • Moderator: Ali Phillips, Obermeyer Wood Investment Counsel

2:00-2:10pm

Cutting through Complexity to Build your Bottom Line

  • Paul Brunswick, Head of Invesco Global Consulting, Invesco

2:10-2:25pm

The Competitive Advantage of Diverse Teams

  • Kimberley Hatchett, Morgan Stanley Private Wealth Management
  • Jonathan Hodge, UBS Wealth Management
  • Moderator: Sandra Richards, Head of Global Sports, Entertainment & Segment Sales, Morgan Stanley

2:25-2:40pm

Current Opportunities For A Dedicated China Position

  • Brendan Ahern, Chief Investment Officer, KraneShares

2:40-2:55pm

Growing Your Practice in Any Environment

  • Mark Douglass, Morgan Stanley Private Wealth Management
  • Robert Sackler, Wells Fargo Advisors
  • Moderator: Don Plaus, Managing Director, Head of PWM, International & Institutional, Merrill Lynch Wealth Management

2:55-3:10pm

The Long-Term Opportunity in Financials – Misunderstood, Mispriced, and Primed for Revaluation

  • Chris Davis, Chairman & Portfolio Manager, Davis Advisors

3:10-3:30pm

Senior Loans: Solving for Yield and Rising Interest Rates

  • Taylor Watts, Senior Client Portfolio Manager, Invesco

3:30-3:45pm

America’s #1 Advisor: Building the Team of the Future

  • Jeff Erdmann, Merrill Private Wealth Management
  • Moderator: Joe Stein, Regional Director, Alger

3:45-4:00pm

The Impact Advisor, Clients for Life

  • John Mathews, Group MD, Head of PWM & UHNW Americas, UBS Wealth Management
  • Judy Fredrickson, UBS Private Wealth Management

4:00-4:15pm

Conversation with Anthony Scaramucci

  • Anthony Scaramucci, Founder & Managing Partner, SkyBridge Capital
  • Moderator: David Bahnsen, The Bahnsen Group

4:15-4:25pm

St. Jude and the Power of Purpose: Connect Clients to the Greater Good

  • Rick Shadyac Jr., President & CEO of ALSAC, the fundraising and awareness organization for St. Jude Children’s Research Hospital

4:25-4:30pm

Closing Remarks

  • Liz Shook, COO & Co-Founder, SHOOK Research

Keynote
Speakers:


Richard Bernstein

CEO & CIO, Richard Bernstein Advisors

Sandra Richards

Head of Global Sports, Entertainment & Segment Sales, Morgan Stanley

A.J. Agarwal

Sr. Managing Director, Blackstone

Anthony Scaramucci

Founder & Managing Partner, SkyBridge Capital

Mike Novogratz

Founder & CEO, Galaxy Digital

Kimberly Hatchett

Morgan Stanley Private Wealth Mgmt

Rick Shadyac Jr.

President & CEO of ALSAC, the fundraising & awareness organization for St. Jude Children’s Research Hospital

Heather Crist

Head of Field Engagement, UBS Wealth Management USA

Andy Sieg

President, Merrill Lynch Wealth Mgmt

Chris Davis

Chairman & Portfolio Manager, Davis Advisors

Liz Shook

COO & Co-Founder, SHOOK Research

Dr. Kevin Elko

Advisor Advancement Institute, NY Life Investments

R.J. Shook

Founder & President,
SHOOK Research

Jeff Erdmann

Merrill Private Wealth Mgmt

Brendan Ahern

Chief Investment Officer, KraneShares

Lisa Snyder

UBS Wealth Management

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

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