Forbes | SHOOK On The Road Regional Event

The Townsend Hotel, 100 Townsend St, Birmingham, MI - June 22, 2022

The Townsend Hotel,
100 Townsend St, Birmingham, MI
June 22, 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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Wednesday,
June 22, 2022

TIME

SESSION & SPEAKER

2:30-2:45pm

Opening Remarks

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

2:45-3:00pm

Welcome

  • Joseph Lohrer, Sr. Managing Director & Head of U.S. Retail Sales, Blackstone Private Wealth Solutions

3:00-3:20pm

Key Themes in Shifting Economic Landscape

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

3:20-3:25pm

SHOOK One's – My Best Idea

  • Rebecca Sorensen, UBS Wealth Management

3:25-3:45pm

The Role of Private Credit Amid Rising Rates

  • Carlos Whitaker, Sr. Managing Director, Blackstone Credit
  • Moderator: Robert Hinnant, Alternative Investments Regional Specialist, Bank of America

3:45-3:50pm

SHOOK One's – My Best Idea

  • Dana Locniskar, Merrill Private Wealth Management

3:50-4:05pm

Growth Equity Reimagined

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

4:05-4:20pm

Networking Break

4:20-4:25pm

SHOOK One's – My Best Idea

  • Alvin Spencer, Stifel

4:25-4:40pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Karen Sprogis, Managing Director, Blackstone Real Estate
  • Moderator: Brett Gasper, UBS Private Wealth Management

4:40-5:00pm

Alternatives in Practice

  • Derek Ashcraft, Merrill Lynch Wealth Management
  • Aaron Veldheer, Strategies Wealth Advisors
  • Moderator: Kyle Lopriore, Vice President, Blackstone Private Wealth Solutions

5:00-5:05pm

Closing Remarks

  • Lindsey Nacht, Sr. Associate VP, Research Manager, 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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