2022 Forbes/SHOOK On-The-Road Regional Event

Hyatt Centric Chicago Magnificent Mile • Chicago, IL - May 3, 2022

Hyatt Centric Chicago Magnificent Mile
633 N St Clair St, Chicago, IL
May 3, 2022

Business Attire
12pm Lunch
1-5pm Sessions followed by Cocktails

Photo op: take home your picture on the cover of Forbes!


Bring your team!


Sample Sessions

CE Credits Available

  • Connecting with Clients
  • SHOOK Ones- Best Ideas from Top Advisors
  • Optimizing Your Portfolios
  • The Future of Our Practices
  • Enhancing Your Business
  • Peer to Peer Sharing
  • Interactive Workshops
Shook Research

REGISTRATION NOW AVAILABLE!

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Are you fully vaccinated? (2 shots mRNA series or 1 shot J&J)

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

Tuesday,
May 3, 2022


TIME

SESSION & SPEAKER

12:00-1:00pm

Lunch

1:00-1:10pm

Opening Remarks

  • RJ Shook, Founder, SHOOK Research & Senior Forbes Contributor

1:10-1:15pm

Invesco’s Total CX

  • Debbie Michaelson, Market Leader & Sr. Advisor Consultant, Invesco

1:15-1:45pm

Answering the Key Questions You are Getting from Clients

  • Brian Levitt, Global Market Strategist, Invesco

1:45-1:55pm

How Innovation is Changing Everything: Invesco QQQ

  • Richard Callaghan, Market Leader & Sr. Advisor Consultant, Invesco

1:55-2:25pm

Positioning Portfolios for FED Tightening and the Risk of Persistent Inflation

  • Kathy Kriskey, Product Strategist, Commodities & Alternatives, Invesco
  • Taylor Watts, Sr. Client Portfolio Manager, Invesco Global Senior Loans
  • Moderator: Brian Levitt, Global Market Strategist, Invesco

2:25-2:40pm

Best Practice Workshop

2:40-2:45pm

SHOOK One’s – My Best Idea

  • Nick LoMaglio, UBS Wealth Management

2:45:2:55pm

Break

2:55-3:40

Changing the Guard

  • Gary DeMoss, Managing Director, Consulting Development & Delivery, Invesco Global Consulting
  • Wayne Badorf, Executive Consultant, Invesco Global Consulting

3:40-4:25pm

Succession Planning Workshop

  • Gary DeMoss, Managing Director, Consulting Development & Delivery, Invesco Global Consulting
  • Wayne Badorf, Executive Consultant, Invesco Global Consulting

4:25-4:45pm

Leading Change

  • Steve Hefter, HLM Capital Wealth Management
  • Sharon Oberlander, Merrill Lynch Wealth Management
  • Moderator: Wayne Badorf, Executive Consultant, Invesco Global Consulting

4:45-4:50pm

SHOOK Ones – My Best Idea

  • Ted Davis, Morgan Stanley Wealth Management

4:50-5:00pm

Closing Remarks

  • Lindsey Nacht, Senior Associate VP, Research Manager, SHOOK Research

5:00-6:00pm

Cocktail Reception

 
Speakers:


R.J. Shook

Founder, SHOOK Research
Senior Forbes Contributor

Brian Levitt

Global Market Strategist
Invesco

Kathy Kriskey

Product Strategist, Commodities and Alternatives
Invesco

Gary DeMoss

Managing Director Consulting Development & Delivery
Invesco Global Consulting

Taylor Watts

Senior Client Portfolio Manager
Invesco Global Senior Loans

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