2022 Forbes/SHOOK On-The-Road Teams Event

Boston Marriott Long Wharf • Boston, MA - November 17, 2022

SOLD OUT IN 2021

The Boston Marriott Long Wharf

296 State St Boston, MA
November 17, 2022

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

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


Bring your team!


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

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One of the following is required:

  • Proof of vaccination
  • Proof of antibodies
  • Proof of negative Covid test taken within 48 hours

Please email us your vaccination card or show us at registration.

Thursday,
November 17, 2022


 

TIME

EVENT

12:00-12:10pm

Opening Remarks

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

12:10-12:15pm

SHOOK One’s – My Best Idea

  • Gary McGuirk, Merrill Private Wealth Management

12:15-12:35pm

Municipal Bonds - Volatility and Opportunities Persist

  • Chris Roberti, Managing Director & Chief Marketing Officer, MacKay Shields
  • Jamie Hawes, Advisor Consultant, New York Life Investments

12:35-12:55pm

Corrections, Inflation & Recessions – Top Exhibits to Help Clients Navigate Today’s Turbulent Market

  • Chris Davis, Chairman & Portfolio Manager, Davis Advisors
  • Steve Coyle, Vice President & Regional Director, Davis Advisors

12:55-1:15pm

The Future of Advice - Insights From the MIT AgeLab

  • Dr. Joseph Coughlin, Director, MIT AgeLab
  • Moderator: Bill McManus, Vice President, Hartford Funds
  • Curtis Ranta, Advisor Consultant, Hartford Funds

1:15-1:35pm

Lessons Learned from the Past 10 Years

  • Steve Deschenes, Director of Client Research, Capital Group, Home of American Funds

1:35-1:55pm

Choosing the Right Alternatives for an Inflationary Environment

  • A.J. Agarwal, Sr. Managing Director, Blackstone Real Estate
  • Brad Marshall, Sr. Managing Director, Blackstone Credit
  • Moderator: Andrew Billinghurst, Merrill Lynch Wealth Management
  • John Cronin, Principal, Blackstone Private Wealth Solutions

1:55-2:10pm

Break

2:10-2:30pm

Thematic Investing Outlook: 2023 and Beyond

  • Jon Maier, CIO, Global X ETFs
  • Pedro Palandrani, Director of Research, Global X ETFs
  • Connor Hawkinson, Regional Investment Consultant, Global X ETFs

2:30-2:50pm

A Conversation With Raj Sharma

  • John McCarthy, CEO, Starwood Real Estate Income Trust
  • Raj Sharma, Merrill Private Wealth Management
  • Kelly Boucher, Sr. Vice President, Starwood Capital

2:50-2:55pm

SHOOK One’s – My Best Idea

  • Brian Strachan, Morgan Stanley Private Wealth Management

2:55-3:15pm

2023 Market Outlook: Finding Clarity Amid Complexity

  • Mike Arone, Chief Investment Strategist, State Street Global Advisors
  • Moderator: Peter Princi, Graystone Consulting from Morgan Stanley
  • James Libutti, Regional Consultant, State Street Global Advisors SPDR ETFs

3:15-3:35pm

Team Structure and Efficiency

  • Mary Mullin, Merrill Lynch Wealth Management
  • Camille Valentine, UBS Wealth Management
  • Moderator: Bill McManus, Vice President, Hartford Funds

3:35-3:55pm

Alternative Investments – Private Equity & Hedge Funds

  • James Connors, Vice President & Product Specialist, CAIS
  • Nichole Raftopoulos, Nvest Financial

3:55-4:00pm

SHOOK One’s – My Best Idea

  • Patrick Corbett, J.P. Morgan Wealth Management

4:00-4:20pm

Current Issues in Global Energy

  • Sam Brothwell, Director Of Research, Energy Income Partners in Partnership with First Trust

4:20-4:30pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

4:30-5:30pm

Cocktail Reception

6:00pm

Dine-Arounds with Partners


Speakers:


Chris Roberti

Managing Director &
Chief Marketing Officer
MacKay Shields

Chris Davis

Chairman &
Portfolio Manager
Davis Advisors

Dr. Joseph Coughlin

Director
MIT AgeLab

Steve Deschenes

Director of Client Research
Capital Group
home of American Funds

A.J. Agarwal

Sr. Managing Director
Blackstone Real Estate

John McCarthy

CEO
Starwood Real Estate
Income Trust

Mike Arone

Chief Investment Strategist
State Street Global Advisors
SPDR ETFs

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Sam Brothwell

Director Of Research
Energy Income Partners

Brad Marshall

Sr. Managing Director, Blackstone Credit

and more…