2022 Forbes | SHOOK On The Road Teams Event

The Maybourne Beverly Hills • Beverly Hills, CA - February 24, 2022


The Maybourne Beverly Hills — 225 N. Canon Drive
Beverly Hills, CA
February 24, 2022

11:30am Registration
12:00pm Lunch and Sessions
4:30pm Cocktails
Dine-arounds with Partners Following

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

Exclusively for Top Advisors, RIAs & Teams

Sample Sessions

CE Credits Available

  • How the Best Become the Best
  • Choosing the Right Alternatives in an Inflationary Environment
  • SHOOK Ones-Best Ideas from Top Advisors
  • How to Screen and Select Managers
  • Building the Team of the Future
  • Investment Panel – Where are the Opportunities
Shook Research



Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Work Phone: *

Cell Phone (Live event updates):

Team Total Assets: *

Would you like to receive CE credits for this event?

I-W ID#:


Address: *

Zip: *

Country: *

City: *

State: *

February 24, 2022




Opening Remarks

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


SHOOK Ones – My Best Idea

  • Amir Mossanen, Truist


How the Best Become the Best

  • Randy Conner, Churchill Management Group
  • Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments
  • Moderator: Jen Tarsney, Managing Director, Advisor Advancement Institute, New York Life Investments


Using Asymmetric Risk to Improve Client Outcomes

  • Steve Deschenes, Director of Client Research, Capital Group, Home of American Funds
  • Michael Schweitzer, Director of Distribution, HNW, Capital Group, home of American Funds


FE Philosophy Perfectly Positioned for Inflation and Interest Rate Volatility

  • Manish Gupta, Portfolio Manager, First Eagle Investments
  • Moderator: Robert Bruno, President & Head of Distribution, First Eagle Investments


SHOOK Ones – My Best Idea

  • Sara Wendt, Miracle Mile Advisors


Choosing the Right Alternative for an Inflationary Environment

  • A.J. Agarwal, Sr. Managing Director, Real Estate, Blackstone
  • Brad Marshall, Sr. Managing Director, Credit, Blackstone
  • Moderator: Mark Binder, UBS Private Wealth Management
  • Bill Tugurian, Managing Director, Private Wealth Solutions, Blackstone




Senior Loans: Solving for Yield and Interest Rate Risk

  • Taylor Watts, Senior Client Portfolio Manager, Invesco Global Senior Loans
  • Moderator: Marc Rosenbach, Wells Fargo Advisors
  • Nick Cirbo, Senior Advisor Consultant, Invesco


Managing a Rising Rate Environment with Private Markets

  • Joseph Moran, Managing Director, Institutional RIA Sales, Apollo
  • Moderator: Jake Tracy, Director, CAIS


Carbon Markets: Asymmetric Returns, Low Correlations, Climate Impact

  • Luke Oliver, Managing Director, KraneShares
  • Bill Fagan, Director, Client Services, KraneShares


Can the Markets and Economy Prosper in a Post-Stimulus World?

  • Stephen Kane, Co-Chief Investment Officer, TCW, Sub-advisor First Trust Actively Managed ETFs
  • Jeff Krogh, Regional VP, First Trust


Building Investment Portfolios in Today’s Environment: Rising Rates, Soaring Inflation and Fading Fiscal Stimulus, Oh My!

  • Mike Arone, Chief Investment Strategist, State Street Global Advisors
  • Moderator: John Shadden, Morgan Stanley Private Wealth Management
  • Darius Tandy, VP of Private Wealth Division, State Street Global Advisors


Defining Your Ideal Client: How Top Teams Drive Their Growth by Staying Focused

  • Richard Jones, Merrill Private Wealth Management
  • Drew Freides, UBS Private Wealth Management
  • Moderator: Michael Schweitzer, Director of Distribution, HNW, Capital Group, home of American Funds
  • Jameson Greenstone, Wealth Management Consultant, Capital Group | American Funds


Leveraging Your Team for Optimal Performance

  • Ron Munman, J.P. Morgan Wealth Management
  • YC Lama, Morgan Stanley Wealth Management
  • Moderator: Wayne Badorf, Executive Consultant, Invesco Global Consulting
  • Nick Cirbo, Senior Advisor Consultant, Invesco


Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research


Cocktail Reception Presented by Invesco

Dine-arounds with Partners Following


David M. Rubenstein

Carlyle Group

Jonathan Gray

President & COO, Blackstone

Liz Shook

Co-Founder, COO, SHOOK Research

Ben Horowitz

Co-Founder, Andreessen Horowitz

Ray Dalio

Founder, Bridgewater Associates

Penny Pennington

Managing Partner, Edward Jones

Bill Ackman

Pershing Square Capital Management

Paul Tudor Jones

Tudor Investments

Bill Miller

Chairman, Miller Value Partners

The Chainsmokers

Steve Forbes

Jeffrey Gundlach


Sam Zell

Equity Group Investments

Serena Williams

Mario Gabelli

GAMCO Investors, Inc.

Moira Forbes

Forbes Media


Lara Logan


Kevin Durant

Brian Wesbury

Chief Economist, First Trust Portfolios


Richard Bernstein

Richard Bernstein Advisors

Bob Doll

Chief Equity Strategist & Sr Portf. Strategist, Nuveen

Jessica Sibley

Chief Sales Officer,
Forbes Media

Rick Rieder

MD & Global Chief Inv. Officer, Blackrock

Leslie Picker


Ron Insana

Senior Advisor,

Randall Lane

Editor, Forbes Magazine

R.J. Shook

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

Leon Cooperman

Founder, Chairman and
CEO Omega Advisors, Inc.

Jamie Dinan

Founder, York Capital

Mark Lasry

Chairman, Chief Executive Officer and Co-Founder Avenue Capital Group

Chris Davis

Portfolio Manager, Davis Advisors

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer Gotham Asset Management

Jeremy Siegel

Professor. Wharton School of Finance; Sr. Investment Strategy Advisor, WisdomTree

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Jimmy Levin

Chief Investment Officer, Sculptor Capital

Mike Novogratz

CEO, Galaxy Investment Partners

Jeffrey Altman

Founder, Owl Creek Asset Management

Elizabeth Pitcairn &
Her “Red Violin”

World-Class Violinist

Steve Deschenes

Director of Client Research, Capital Group | American Funds

Jen Tarsney

Director, Practice Management, New York Life Investments

A.J. Agarwal

Sr. Managing Director, Real Estate, Blackstone

Tim Wilkinson

Executive Consultant Invesco Global Consulting

Mike Arone

Chief Investment Strategist, State Street Global Advisors

Manish Gupta

Portfolio Manager, First Eagle Investment Management

Sara Wendt

Miracle Mile Advisors

Luke Oliver

Managing Director & Head of Strategy, KraneShares

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