2022 Forbes | SHOOK On The Road Regional Event

Arizona Biltmore, A Waldorf Astoria Resort, 2400 E Missouri Ave, Phoenix, AZ - April 13, 2022

Arizona Biltmore, A Waldorf Astoria Resort,
2400 E Missouri Ave, Phoenix, AZ
April 13, 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
  • The Future of Our Practices
  • Real Estate: Discovering Opportunities in an Inflationary Environment
Shook Research

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Wednesday,
April 13, 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

3:00-3:05pm

SHOOK One’s – My Best Idea

  • Robert Bancroft, Morgan Stanley Private Wealth Management

3:05-3:25pm

The Role of Private Credit Amid Rising Rates

  • Brad Colman, Sr. Managing Director, Blackstone Credit
  • Moderator: Scott MacDonald, UBS Wealth Management

3:25-3:30pm

SHOOK One’s – My Best Idea

  • Joe Di Vito, RBC Wealth Management

3:30-3:50pm

Growth Equity Reimagined

  • Ramzi Ramsey, Managing Director, Blackstone Growth
  • Moderator: Ari Shaiken, Vice President, Blackstone Private Wealth Solutions

3:50-4:05pm

Networking Break

4:05-4:10pm

SHOOK One’s – My Best Idea

  • Matthew Gimmelli, Morgan Stanley Wealth Management

4:10-4:30pm

Real Estate: Discovering Opportunities in an Inflationary Environment

  • Gary Lin, Managing Director, Blackstone Real Estate
  • Moderator: Nate Carlon, Carlon Wealth Management Group

4:30-4:50pm

Alternatives in Practice

  • John Hanenburg, Stifel
  • Curt Thompson, Global Strategic Investment Solutions
  • Moderator: John Rice, Vice President, Blackstone Private Wealth Solutions

4:50-5:00pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

5:00-5:30pm

Cocktail Reception

 
Speakers:

R.J. Shook

Founder, SHOOK Research &
Senior Forbes Contributor

Tom Morrison

Sr. Managing Director, Private Wealth Solutions,
Blackstone

Brad Colman

Senior Managing Director,
Blackstone Credit

Ramzi Ramsey

Managing Director,
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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