2022 Forbes/SHOOK On-The-Road Teams Event

New York Hilton Midtown • New York, NY - April 7, 2022

SOLD OUT IN 2019

New York Hilton Midtown — 1335 6th Avenue
New York, NY
April 7, 2022

11:30am Registration and Lunch
12:30pm Sessions
5:00pm Cocktails
Dine-arounds 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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Vaccinations are required to attend this event. Chat or email us if you have any questions.

Thursday,
April 7, 2022


TIME

SESSION & SPEAKER

12:30-12:40pm

Opening Remarks

  • RJ Shook, Founder, SHOOK Research & Senior Forbes Contributor

12:40-1:00pm

How the Best Become the Best

  • Joseph Karas, Morgan Stanley Private Wealth Management
  • Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments
  • Moderator: Cesar Bastidas, Director, Advisor Advancement Institute, New York Life Investments

1:00-1:15pm

Using Asymmetric Risk to Improve Client Outcomes

  • Steve Deschenes, Director of Client Research, Capital Group, Home of American Funds
  • Ron Dottin, HNW Portfolio Specialist, Capital Group, Home of American Funds

1:15-1:35pm

Inflation, Here to Stay?

  • May Tong, CFA, Managing Director & Portfolio Manager, Principal
  • James Macey, CFA, CAIA, Sr. Investment Strategist, BNY Mellon
  • Moderator: Geri Pell, Ameriprise Financial Services

1:35-1:55pm

Choosing the Right Alternatives for an Inflationary Environment

  • Frank Cohen, Sr. Managing Director, Real Estate, Blackstone
  • Steve Kuppenheimer, Sr. Managing Director, Blackstone Credit
  • Moderator: Rick Salvino, Merrill Private Wealth Solutions
  • Jeanette Pieper, Managing Director, Private Wealth Solutions, Blackstone

1:55-2:10pm

Transformational Conversations: Blueprints from America’s Top Advisor Teams

  • Chris Brady, Divisional VP, AIG Financial Distributors

2:10-2:20pm

Break

2:20-2:35pm

Senior Loans: Solving for Yield and Interest Rate Risk

  • Taylor Watts, Sr. Client Portfolio Manager, Invesco Global Senior Loans
  • Moderator: Florina Shutin, Wells Fargo Advisors
  • Jon Ross, Market Leader & Sr. Advisor Consultant, Invesco

2:35-2:55pm

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 SPDR ETFs
  • Moderator: Steven Grill, J.P. Morgan Wealth Management
  • John Faron, VP & Sr. Regional Consultant, State Street Global Advisors SPDR ETFs

2:55-3:15pm

Going Against Your Instincts

  • Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.
  • Matt Henrici, Sr. Vice President, Institutional Sales, First Trust Portfolios L.P.

3:15-3:35pm

Conversation with Anthony Scaramucci

  • Anthony Scaramucci, Founder & Managing Partner, SkyBridge Capital
  • Moderator: David Bahnsen, The Bahnsen Group

3:35-3:55pm

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

  • Mary Deatherage, Morgan Stanley Private Wealth Management
  • Jason Katz, UBS Private Wealth Management
  • Moderator: Ron Dottin, HNW Portfolio Specialist, Capital Group, Home of American Funds

3:55-4:15pm

Public and Private Credit- Where are the Opportunities?

  • Andrew Park, Sr. Vice President, Alternative Credits, First Eagle Investments
  • Nic Millikan, Head of Investment Strategy, CAIS
  • Moderator: Steven D'Amico, Morgan Stanley Wealth Management

4:15-4:35pm

Leveraging Your Team for Optimal Performance

  • Linda Modico, UBS Wealth Management
  • Alli McCartney, UBS Private Wealth Management
  • Moderator: Jon Ross, Market Leader & Sr. Advisor Consultant, Invesco

4:35-4:55pm

Globalization is Irreversibly Contracting

  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
  • Terry Ober, National Director, Richard Bernstein Advisors

4:55-5:05pm

SHOOK One’s – My Best Idea

  • Jeff Erdmann, Merrill Private Wealth Management
  • Matthew Werner, Sr. VP, Regional Director, Angel Oak Funds

5:05-5:10pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

5:10-6:00pm

Cocktail Reception Presented by Invesco

 

Dine-arounds with Partners Following

 
Speakers:


R.J. Shook

Founder, SHOOK Research & Senior Forbes Contributor

Steve Deschenes

Director of Client Research Capital Group
Home of American Funds

Anthony Scaramucci

Founder & Managing Partner
SkyBridge Capital

Jeanette Pieper

Managing Director
Private Wealth Solutions Blackstone

Chris Brady

Divisional VP
AIG Financial Distributors

Mike Arone

Chief Investment Strategist
State Street Global Advisors SPDR ETFs

Brian Gallary

Head of Strategy & Consulting
First Trust Portfolios L.P.

May Tong

Managing Director & Portfolio Manager
Principal

James Macey

CFA, CAIA, Sr. Investment Strategist
BNY Mellon

Taylor Watts

Sr. Client Portfolio Manager
Invesco Global Senior Loans

Dr. Kevin Elko

Advisor Advancement Institute
New York Life Investments

Andrew Park

Sr. Vice President, Alternative Credits
First Eagle Investments

Nic Millikan

Head of Investment Strategy
CAIS

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

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