2022 Forbes | SHOOK On The Road Teams Event

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