2022 Forbes | SHOOK On The Road Teams Event

TIME

SESSION & SPEAKER

12:30-12:40pm

Opening Remarks

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

12:40-12:45pm

SHOOK ONES – My Best Idea

• Jesse Bromberg, Morgan Stanley Wealth Management

12:45-1:05pm

How the Best Become the Best

• George Papadoyannis, Ameriprise Financial Services
• Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments
• Moderator: Jen Tarsney, Managing Director, Advisor Advancement Institute, New York Life Investments

1:05-1:25pm

Choosing the Right Alternatives for an Inflationary Environment

• A.J. Agarwal, Sr. Managing Director, Real Estate, Blackstone
• Steve Kuppenheimer, Sr. Managing Director, Blackstone Credit
• Moderator: Matt Sheehan, Morgan Stanley Private Wealth Management
• Michael Dupuis, Managing Director, Private Wealth Solutions, Blackstone

1:25-1:45pm

Keeping Your Head While Those Around You Lose Theirs: Six Strategies to help Clients Navigate Fluctuating Markets

• Chris Davis, Chairman and Portfolio Manager, Davis Advisors
• Joe Emhof, Regional Director, Davis Advisors

1:45-2:00pm

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

2:00-2:05pm

SHOOK Ones- My Best Idea

• Michael Riherd, Wells Fargo Advisors

2:05-2:25pm

How to Navigate the Rising Rate Environment

• Manish Gupta, Portfolio Manager, First Eagle Investments
• David Marshak, Managing Director at Wellington Management, Fixed-Income Portfolio Manager, Hartford Funds
• Moderator: Matt Gallo, Merrill Lynch Wealth Management
• Doug Stockslager, Regional VP & Advisor Consultant, Hartford Funds

2:25-2:35pm

Break

2:35-2:50pm

Senior Loans: Solving for Yield and Interest Rate Risk

• Taylor Watts, Senior Client Portfolio Manager, Invesco Global Senior Loans
• Moderator: Cheryl Young, Morgan Stanley Wealth Management
• Todd Barney, Sr. Advisor Consultant, Invesco

2:50-3:10pm

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: Ash Chopra, Merrill Private Wealth Management
• James Scola, VP & Regional Consultant, State Street Global Advisors SPDR ETFs

3:10-3:25pm

Navigating Venture Capital

• Matt Ahern, Managing Principal, Knightsbridge Advisers
• Moderator: Will Dzugan, Vice President & Product Specialist, CAIS

3:25-3:45pm

Going Against Your Instincts

• Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.
• Sean Biddinger, VP, ETFs & SMA Specialist, First Trust

3:45-4:05pm

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

• Cheryl Smith, Merrill Lynch Wealth Management
• Michael Evans, UBS Private Wealth Management
• Moderator: Michael Schweitzer, Director of Distribution, HNW, Capital Group, Home of American Funds
• Michael Stern, Wealth Management Consultant, Capital Group | American Funds

4:05-4:20pm

I want to work at Amazon

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

4:20-4:35pm

Carbon markets: Asymmetric Returns, Low Correlations, Climate Impact

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

4:35-4:55pm

Leveraging Your Team for Optimal Performance

• Adrianne Yamaki, Strategic Wealth Capital, LLC
• Sandra Wang, Morgan Stanley Wealth Management
• Moderator: Wayne Badorf, Executive Consultant, Invesco Global Consulting
• Teresa Ferrante, Market Leader & Sr. Advisor Consultant, Invesco

4:55-5:00pm

Closing Remarks

• Frank Berland, Managing Partner, SHOOK Research

5:00-6:00pm

Cocktail Reception presented by Invesco

Dine-arounds with Partners Following