2022 Forbes | SHOOK On The Road Regional Event

The Four Seasons Hotel Silicon Valley at East Palo Alto - 2050 University Ave, East Palo Alto, CA - September 8, 2022

The Four Seasons Hotel Silicon Valley at East Palo Alto
2050 University Ave, East Palo Alto, CA
September 8, 2022

Business Casual
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
  • Alternatives in Practice
Shook Research

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Thursday,
September 8, 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: Ryan Chapman, Principal, Blackstone Private Wealth Solutions

3:20 - 3:25pm

SHOOK One’s – My Best Idea

  • Jason Ting, Merrill Lynch Wealth Management

3:25 - 3:40pm

The Role of Private Credit Amid Rising Rates

  • Carlos Whitaker, Sr. Managing Director, Blackstone Credit
  • Moderator: Cory Goligoski, Merrill Lynch Wealth Management

3:40 - 3:45pm

SHOOK One’s – My Best Idea

  • Daphne Chi, UBS Wealth Management

3:45 - 4:00pm

Networking Break

4:00 - 4:15pm

Growth Equity Reimagined

  • Ramzi Ramsey, Managing Director, Blackstone Growth Equity
  • Moderator: Mike Dupuis, Managing Director, Blackstone Private Wealth Solutions

4:15 - 4:20pm

SHOOK One’s – My Best Idea

  • Daniel Soares, Morgan Stanley Private Wealth Management

4:20 - 4:35pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Frank Cohen, Sr. Managing Director, Blackstone Real Estate
  • Introduction: Evan Porter, Associate, Blackstone Private Wealth Solutions

4:35 - 4:55pm

Alternatives in Practice

  • Patrick Merrill, Stifel
  • Ash Chopra, Merrill Private Wealth Management
  • Moderator: Mike LaVita, Associate, Blackstone Private Wealth Solutions

4:55 - 5:00pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

5:00 - 5:30pm

Cocktail Reception


Speakers:

Joe Zidle

Sr. Managing Director, Blackstone Private Wealth Solutions

Carlos Whitaker

Sr. Managing Director, Blackstone Credit

Ramzi Ramsey

Managing Director, Blackstone Growth Equity

Frank Cohen

Sr. Managing Director, Blackstone Real Estate

R.J. Shook

Co-Founder, President,
SHOOK Research,
Senior Forbes Contributor

and more…

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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