2022 Forbes/SHOOK On-The-Road Regional Event

The St. Regis, 1919 Briar Oaks Ln, Houston, TX - April 26, 2022

The St. Regis,
1919 Briar Oaks Ln, Houston, TX
April 26, 2022

Business Attire
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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You must be fully vaccinated to attend this event. Please email us your vaccination card or show us at registration.

Tuesday,
April 26, 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: David Ainsworth, Managing Director, Blackstone Private Wealth Solutions

3:05-3:10pm

SHOOK One’s – My Best Idea

  • Tim Hickman, Merrill Lynch Wealth Management

3:10-3:30pm

The Role of Private Credit Amid Rising Rates

  • Dan Oneglia, Sr. Managing Director, Blackstone Credit
  • Moderator: Langston Turner, UBS Private Wealth Management

3:30-3:35pm

SHOOK One’s – My Best Idea

  • Nestor Vicknair, Merrill Lynch Wealth Management

3:35-3:55pm

Growth Equity Reimagined

  • Brian Dunlap, Managing Director, Blackstone Growth
  • Moderator: Jesse Cotter, Principal, Blackstone Private Wealth Solutions

3:55-4:10pm

Networking Break

4:10-4:15pm

SHOOK One’s – My Best Idea

  • Malia Morales, Merrill Private Wealth Management

4:15-4:35pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Karen Sprogis, Managing Director, Blackstone Real Estate
  • Moderator: Scott Hill, Hightower Texas

4:35-4:55pm

Alternatives in Practice

  • Mark Elias, UBS Private Wealth Management
  • Stephen Schwarzbach, Icon Wealth Partners
  • Moderator: David Ainsworth, Managing Director, Blackstone Private Wealth Solutions

4:55-5:00pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

5:00-5:30pm

Cocktail Reception

 
Speakers:


R.J. Shook

Founder, SHOOK Research &
Senior Forbes Contributor

Joe Zidle

Sr. Managing Director
Blackstone Private Wealth Solutions

Karen Sprogis

Managing Director
Blackstone Real Estate

Dan Oneglia

Sr. Managing Director
Blackstone Credit

Brian Dunlap

Managing Director
Blackstone Growth

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