2022 Forbes/SHOOK On-The-Road Regional Event

InterContinental Miami • Miami, FL - March 31, 2022

InterContinental Miami
100 Chopin Plaza Miami, FL
March 31, 2022

Business Attire
2-5:00pm Sessions
5-5:30pm Cocktails

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


Bring your team!


Sample Sessions

CE Credits Available

  • Key Themes in a Shifting Economic Landscape
  • SHOOK Ones – Best ideas from Top Advisors
  • The Role of Private Credit Amid Rising Rates
  • Growth Equity Reimagined
  • Real Estate: Discovering Opportunities in and Inflationary Environment
  • The Future of Our Practices
Shook Research

REGISTRATION NOW AVAILABLE!

How many team members are you bringing? *

Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Work Phone: *

Team Total Assets: *

Would you like to receive CE credits for this event?

I-W ID#:

CFP ID#:

Address: *

Zip: *

Country: *

City: *

State: *

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

Thursday,
March 31, 2022


TIME

SESSION & SPEAKER

2:30-2:45pm

Opening Remarks

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

2:45-2:55pm

Welcome

  • Joseph Lohrer, Senior Managing Director, Private Wealth Solutions, Blackstone

2:55-3:10pm

Key Theme in a Shifting Economic Landscape

  • Joe Zidle, Senior Managing Director & Chief Investment Strategist, Private Wealth Solutions, Blackstone
  • Moderator:Brian Munson, Principal, Private Wealth Solutions, Blackstone

3:10-3:15pm

SHOOK One’s – My Best Idea

  • Jim Moriarity, Morgan Stanley Private Wealth Management

3:15-3:35pm

The Role of Private Credit Amid Rising Rates

  • Steve Kuppenheimer, Senior Managing Director, Blackstone Credit
  • Moderator: Steve Gold, UBS Private Wealth Management

3:35-3:40pm

SHOOK One’s – My Best Idea

  • Margaret Starner, The Starner Group of Raymond James

3:40-3:55pm

Growth Equity Reimagined

  • Sarah Foster, Managing Director, Blackstone
  • Moderator: Joseph Jordan, VP, Private Wealth Solutions, Blackstone

3:55-4:10pm

Networking Break

4:10-4:15pm

SHOOK Ones – My Best Idea

  • Andrew Schultz, Morgan Stanley Private Wealth Management

4:15-4:35pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Gary Lin, Managing Director, Blackstone Real Estate
  • Moderator: Keith Rowling, Merrill Lynch Wealth Management

4:35-4:55pm

The Future of Our Practices

  • Adam Carlin, Morgan Stanley Private Wealth Management
  • Don D’Adesky, The Americas Group
  • Moderator: Michael Cambias, Managing Director, Private Wealth Solutions, Blackstone

4:55-5:00pm

Closing Remarks

  • Michael Cambias, Managing Director, Private Wealth Solutions, Blackstone
  • Frank Berland, Managing Partner, SHOOK Research

5:00-6:00pm

Cocktail Reception

 
Speakers:


R.J. Shook

Founder, SHOOK Research &
Senior Forbes Contributor

Joe Zidle

Senior Managing Director & Chief Investment Strategist, Private Wealth Solutions,
Blackstone

Sarah Foster

Managing Director
Blackstone

Gary Lin

Managing Director
Blackstone Real Estate

Steve Kuppenheimer

Sr. Managing Director
Blackstone Credit

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