Forbes | SHOOK On The Road Regional Event

Le Méridien Columbus, The Joseph 620 N High St, Columbus, OH - June 21, 2022

Le Méridien Columbus,
The Joseph 620 N High St, Columbus, OH
June 21, 2022

Business Casual
2-5pm Sessions
5-5:30pm Cocktails

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

Bring your team!


Sample Sessions

CE Credits Available

  • SHOOK Ones - Best Ideas from Top Advisors
  • Key Themes in a Shifting Economic Landscape
  • The Role of Private Credit Amid Rising Rates
  • Growth Equity Reimagined
  • Alternatives in Practice
  • Real Estate: Discovering Opportunities in an Inflationary Environment
Shook Research

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Tuesday,
June 21, 2022

TIME

SESSION & SPEAKER

2:30-2:45pm

Opening Remarks

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

2:45-3:05pm

Key Themes in Shifting Economic Landscape

  • Joe Zidle, Sr. Managing Director, Blackstone Private Wealth Solutions
  • Moderator: Bill Dodson, Vice President, Blackstone Private Wealth Solutions

3:05-3:10pm

SHOOK One’s – My Best Idea

  • Clare Schwemlein, Janney Montgomery Scott

3:10-3:30pm

The Role of Private Credit Amid Rising Rates

  • Carlos Whitaker, Sr. Managing Director, Blackstone Credit
  • Moderator: Blair Cornell, UBS Wealth Management

3:30-3:35pm

SHOOK One’s – My Best Idea

  • Brian Edwards, Morgan Stanley Wealth Management

3:35-3:55pm

Growth Equity Reimagined

  • Katie Storer, Principal, Blackstone Growth Equity
  • Moderator: John Donovan, Managing Director, Blackstone Private Wealth Solutions

3:55-4:10pm

Networking Break

4:10-4:15pm

SHOOK One’s – My Best Idea

  • Vince Finney, Wells Fargo Advisors

4:15-4:35pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Karen Sprogis, Managing Director, Blackstone Real Estate
  • Moderator: Chris Brady, BLVD Private Wealth

4:35-4:55pm

Alternatives in Practice

  • Timothy Skelton, UBS Wealth Management
  • Matthew Meyers, Meyers Wealth Management
  • Moderator: Kyle Lopriore, Vice President, Blackstone Private Wealth Solutions

4:55-5:00pm

Closing Remarks

  • Jacob Shook, Junior Analyst, SHOOK Research

5:05-5:30pm

Cocktail Reception

Dine-Around Following

 
Speakers:

R.J. Shook

Co-Founder & President
SHOOK Research, Senior Forbes Contributor

Joe Zidle

Sr. Managing Director
Blackstone Private Wealth Solutions

Carlos Whitaker

Sr. Managing Director
Blackstone Credit

Katie Storer

Principal
Blackstone Growth Equity

Gary Lin

Managing Director
Blackstone Real Estate

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

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

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