March 4, 2021

11:00am - 5:30pm EST



Sample Topics

  • America's top diverse teams "Why we have the competitive advantage"
  • Fastest-growing Advisors in a virtual world
  • A new world; a new brand
  • Top Mothers: being world-class in business and in family
  • Re-structuring teams and compensations for the new reality
  • Fireside chat with America's Top Women Advisors
  • ESG advisor roundtable: the opportunity is now.
  • The service model of the future
  • And more...



Keynote Speakers:

  • America’s Top Advisors & RIAs
  • Steve Forbes
  • Liz Shook
  • Mario Gabelli
  • Anthony Scaramucci
  • Richard Bernstein
  • Leslie Geller
  • Andy Sieg
  • Brian Wesbury
  • Ron Insana
  • Chris Davis
  • R.J. Shook
  • Katherine Collins
  • Matt McLennan
  • More to be announced.



Shook Research

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For questions, please contact:

Brooke DeGirolmo
E: events@shookresearch.com

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Pre-register me for Live 2021 Top Advisor Summit
    Oct 4-6 Wynn, Las Vegas

Thursday,
March 4, 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

The Future of Our Practices

  • Lyon Polk, Morgan Stanley Private Wealth Management
  • Wendy Holmes, UBS Private Wealth Management
  • Moderator: John Mathews, Group MD, Head of PWM & UHNW, UBS Wealth Management

11:25-11:40am

Inflation Opportunities Abound!

  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors

11:40-11:55am

The After-Tax Advisor – What You Should Be Doing Now?

  • Jennifer Haggerty, Merrill Private Wealth Management
  • Matthew Fleissig, President, Pathstone
  • Moderator: John Moninger, Managing Director Retail Sales, Eaton Vance Advisor Institute

11:55am-12:10pm

The Road Ahead: Restoring Team Balance

  • Rick Buoncore, MAI Capital Management
  • Adam Carlin, Morgan Stanley Private Wealth Management
  • Moderator: Julie Genjac, Managing Director, Applied Insights, Hartford Funds

12:10-12:25pm

Tuning Out the Tweets

  • Chris Davis, Chairman & Portfolio Manager, Davis Advisors

12:25-12:40pm

Leading a Resilient Team

  • Mark Thorndyke, Merrill Lynch Wealth Management
  • Moderator: Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments

12:40-12:55pm

The Future of America and What It Means for Your Money

  • Anthony Scaramucci, Founder & Managing Partner, SkyBridge Capital

12:55-1:10pm

The Antidote to Conventional Wisdom

  • Brian Wesbury, Chief Economist, First Trust Portfolios

1:10-1:25pm

Fireside with America’s #1 Wealth Advisor

  • Jeff Erdmann, Merrill Private Wealth Management
  • Moderator: Joseph Lohrer, Sr. Managing Director, Blackstone

1:25-1:45pm

Politics and Tax Policy: Planning Tips for HNW Investors

  • John Emerson, Vice Chairman – Capital International, Inc.; Capital Group | American Funds
  • Leslie Geller, Wealth Strategist, Capital Group | American Funds
  • Moderator: Michael Schweitzer, Head of HNW, Capital Group | American Funds

1:45-2:00pm

The Frictionless Economy

  • John Porter, CIO & Head of Equity, BNY Mellon
  • Introduction: Chris Hazelton, VP & Sr. Product Strategist, BNY Mellon

2:00-2:15pm

Blind Spots in Planning & The Pandemic

  • Nazie Saffari-Moini, Merrill Lynch Wealth Management
  • Scott Sparks, Northwestern Mutual
  • Moderator: Bill Taylor, VP: Distribution Performance, Northwestern Mutual

2:15-2:30pm

Top of Mind For Clients

  • Jason Chandler, Head of Wealth Management, UBS Wealth Management
  • Angela Mwanza, Senior Vice President, UBS Private Wealth Management

2:30-2:45pm

CONCURRENT BREAKOUTS

Breakout #1: The Future of Sustainable Investing is TODAY

  • Katherine Collins, Head of Sustainable Investing & Investment Mgmt, Putnam Investments
  • Moderator: Bruce Burrows, Morgan Stanley Wealth Management

Breakout #2: What Clients Really Want...and What Advisors Need To Do Right Now

  • Carrie Coghill, Commonwealth, Coghill Investment Strategies
  • Jimmy Lee, Wealth Consulting Group
  • Moderator: Ryan Beasley, Executive VP – Individual Division, Ameritas

2:45-3:00pm

CONCURRENT BREAKOUTS

Breakout #1: Diversify Away from the Traditional 40

  • Dr. Randy Anderson, CEO & Chief Economist, Griffin Capital Asset Mgmt
  • Jeremy Beal, Managing Director, Head of Alternative Investments, Morgan Stanley Wealth Management

Breakout #2: The New Age of Growth

  • Jennifer Shydler, Merrill Lynch Wealth Management
  • Marc Ackerman, Wells Fargo Advisors
  • Moderator: Steve Samuels, Managing Director, Merrill Lynch Wealth Management

3:00-3:15pm

Discussion with Merrill’s Andy Sieg

  • Andy Sieg, President, Merrill Lynch Wealth Management
  • Moderator: Liz Shook, COO & Co-Founder, SHOOK Research

3:15-3:30pm

Maintaining Our True North Amidst Market Noise

  • Matt McLennan, Portfolio Manager & Head of Global Value, First Eagle Investment Mgmt

3:30-3:45pm

Debunking Popular Myths About Value Investing

  • Andrew Wellington, Co-Founder, Managing Partner & CIO, Lyrical Asset Mgmt
  • Moderator: George Dunn, Merrill Lynch Wealth Management

3:45-4:00pm

Spotlight on Global: Rethinking Where to Find Opportunity

  • Ryan Caldwell, Managing Director, FS Investments
  • Moderator: Alex Williams, UBS Private Wealth Management

4:00-4:15pm

Bottoms Up Stock Picking in a Digital World

  • Mario Gabelli, Chairman, CEO & Founder, GAMCO Investors, Inc.

4:15-4:30pm

International: An Unanticipated Growth Story

  • James Gautrey, Portfolio Manager, Schroders
  • Todd Morris, Lead Portfolio Manager, Polen Capital
  • Moderator: Ron Insana, Senior Advisor, Schroders

4:30-4:45pm

Take the Concentration Out of the S&P

  • John Feyerer, Head of Innovation and Commercialization ETF & Indexed Strategies, Invesco

4:45-5:00pm

Becoming the Advisor for Life

  • Mark Cortazzo, MACRO Consulting Group
  • Sarah Damsgaard, J.P. Morgan Wealth Management
  • Moderator: Steve Gresham, CEO, The Execution Project & Educational Advisor, Alliance for Lifetime Income

5:00-5:10pm

The Four Pillars of the New Retirement

  • Ken Cella, Principal – Client Strategies Group, Edward Jones

5:10-5:25pm

Will Washington Wreck the Economic Recovery – and Thereby Batter Stocks?

  • Steve Forbes, Chairman & Editor-in-Chief, Forbes Media

5:25-5:30pm

Closing Remarks

Keynote
Speakers:


R.J. Shook

President & Co-Founder, SHOOK Research & Senior Forbes Contributor

Liz Shook

COO & Co-Founder, SHOOK Research

Frank Berland

Managing Partner, SHOOK Research

Richard Bernstein

CEO & CIO, Richard Bernstein Advisors

Julie Genjac

Managing Director, Applied Insights, Hartford Funds

Chris Davis

Chairman & Portfolio Manager, Davis Advisors

Anthony Scaramucci

Founder & Co-Managing Partner, SkyBridge Capital

John Emerson

Vice Chairman – Capital International, Inc.; Capital Group | American Funds

Leslie Geller

Wealth Strategist, Capital Group | American Funds

John Porter

CIO & Head of Equity, BNY Mellon

Bruce Burrows

Managing Director, Morgan Stanley Wealth Management

Dr. Kevin Elko

Advisor Advancement Institute, New York Life Investments

Brian Wesbury

Chief Economist, First Trust Portfolios

Andy Sieg

President, Merrill Lynch Wealth Management

Bill Taylor

VP: Distribution Performance, Northwestern Mutual

Katherine Collins

Head of Sustainable Investing & Investment Mgmt, Putnam Investments

John Moninger

Managing Director Retail Sales, Eaton Vance Advisor Institute

Dr. Randy Anderson

CEO & Chief Economist, Griffin Capital Asset Mgmt

Steve Forbes

Chairman & Editor-in-Chief, Forbes Media

Matt McLennan

Portfolio Manager and Head of Global Value, First Eagle Investment Management

Andrew Wellington

Co-Founder, Managing Partner & CIO, Lyrical Asset Management

Ryan Caldwell

Managing Director, FS Investments

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Todd Morris

Lead Portfolio Manager, Polen Capital

Ron Insana

Senior Advisor, Schroders

Jeremy Beal

Managing Director, Head of Alternative Investments, Morgan Stanley Wealth Management

Ken Cella

Principal, Client Strategies Group, Edward Jones

Jason Chandler

Head of Wealth Management UBS

Ryan Beasley

Executive VP, Individual Division, Ameritas

Angela Mwanza

Senior Vice President, UBS Private Wealth Management

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

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