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 Ones – My Best Idea

• Ted Davis, Morgan Stanley Wealth Management
• Lindsey Nacht, Sr. Associate VP, Director of Research, SHOOK Research

12:15-12:35pm

How the Best Become the Best

• Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments
• Kevin Lynch, Morgan Stanley Private Wealth Management
• Jonathan DeFreytas, Morgan Stanley Private Wealth Management
• Moderator: Cesar Bastidas, Director, Advisor Advancement Institute, New York Life Investment
• Madison Rizzo, Analyst, SHOOK Research

12:35-12:55pm

Choosing the Right Alternatives for an Inflationary Environment

• Frank Cohen, Sr. Managing Director, Blackstone Real Estate
• Dan Oneglia, Sr. Managing Director, Blackstone Credit
• Moderator: Kathy Roeser, Morgan Stanley Wealth Management
• John Bogosian, Principal, Blackstone Private Wealth Solutions

12:55-1:15pm

ARK Invest and the Disruptive Innovation Opportunity

• Frank Downing, Director of Research, Next Generation Internet, ARK Investment Management
• Moderator: Ryan Hodapp, Vice President & Product Specialist, ARK Investment Management

1:15-1:25pm

SHOOK One's - My Best Idea

• Nick LoMaglio, UBS Wealth Management

1:25-1:45pm

A Conversation with John McCarthy

• John McCarthy, CEO, Starwood Real Estate Income Trust
• JJ Postel, Cohen Financial Management
• Dan Onan, Regional Vice President, Starwood Capital

1:45-1:50pm

SHOOK One’s – My Best Idea

• Mike Lantz, Lantz Financial

1:50-2:10pm

2023 Market Outlook: Finding Clarity Amid Complexity

• Mike Arone, Chief Investment Strategist, State Street Global Advisors SPDR ETFs
• Moderator: Thomas Ryan, Hedeker Wealth
• Troy Page, Regional Consultant, State Street Global Advisors SPDR ETFs

2:10-2:25pm

Break

2:25-2:45pm

Lessons Learned from the Past 10 Years

• Steve Deschenes, Director of Client Research, Capital Group, Home of American Funds
• Erica Horak, Analyst, SHOOK Research

2:45-3:05pm

Alternatives in your Practice

• Howard Nifoussi, Managing Director, Apollo
• Moderator: Tom Tyndorf, Merrill Lynch Private Wealth Management
• Morgan Haltiner, Principal, Apollo Global Management

3:05-3:10pm

SHOOK One’s – My Best Idea

• Brandon Schlesinger, Morgan Stanley Private Wealth Management
• Callie Almes, Sr. Associate VP, Project Leader, SHOOK Research

3:10-3:30pm

Key Growth Strategies for Top Performing Teams

• George Alessandria, Broadway Wealth Management
• Andy Timmerwilke, Merrill Lynch Wealth Management
• Moderator: Clare Kiesel, SVP & National Branch Manager - Linsco, LPL Financial
• Jordan Merrill, Analyst, SHOOK Research

3:30-3:50pm

Building Brand Relevance

• Mike Fox, The Mullingar Group
• Andrew Tomson, Sr. Investment Consultant, Thornburg

3:50-4:10pm

2022: Making Sense of the Abnormal and Revisiting the Math

• Paul McGinn, Sr. Vice President & Client Portfolio Manager, Fixed-Income Strategy, First Trust
• LoriAnn LaSalle, Sr. Associate VP, Business Manager, SHOOK Research

4:10-4:15pm

Closing Remarks

• Frank Berland, Managing Partner, SHOOK Research

4:15-5:00pm

Cocktail Reception

6:00pm

Dine-arounds with Partners Following