2022 Forbes/SHOOK On-The-Road Teams Event

JW Marriott San Francisco Union Square • San Francisco, CA - March 1, 2022

JW Marriott San Francisco Union Square — 515 Mason Street
San Francisco, CA
March 1, 2022

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

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


Exclusively for Top Advisors, RIAs & Teams


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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Tuesday,
March 1, 2022


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

Speakers:


David M. Rubenstein

Carlyle Group

Jonathan Gray

President & COO, Blackstone

Liz Shook

Co-Founder, COO, SHOOK Research

Ben Horowitz

Co-Founder, Andreessen Horowitz

Ray Dalio

Founder, Bridgewater Associates

Penny Pennington

Managing Partner, Edward Jones

Bill Ackman

Pershing Square Capital Management

Paul Tudor Jones

Tudor Investments

Bill Miller

Chairman, Miller Value Partners

The Chainsmokers

Steve Forbes

Jeffrey Gundlach

DoubleLine

Sam Zell

Equity Group Investments

Serena Williams

Mario Gabelli

GAMCO Investors, Inc.

Moira Forbes

Forbes Media

Zedd

Lara Logan

Journalist

Kevin Durant

Brian Wesbury

Chief Economist, First Trust Portfolios

Normani

Richard Bernstein

Richard Bernstein Advisors

Bob Doll

Chief Equity Strategist & Sr Portf. Strategist, Nuveen

Jessica Sibley

Chief Sales Officer,
Forbes Media

Rick Rieder

MD & Global Chief Inv. Officer, Blackrock

Leslie Picker

Reporter
CNBC

Ron Insana

Senior Advisor,
Schroders

Randall Lane

Editor, Forbes Magazine

R.J. Shook

Co-Founder, President, SHOOK Research, Senior Forbes Contributor

Leon Cooperman

Founder, Chairman and
CEO Omega Advisors, Inc.

Jamie Dinan

Founder, York Capital

Mark Lasry

Chairman, Chief Executive Officer and Co-Founder Avenue Capital Group

Chris Davis

Portfolio Manager, Davis Advisors

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer Gotham Asset Management

Jeremy Siegel

Professor. Wharton School of Finance; Sr. Investment Strategy Advisor, WisdomTree

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Beijia Ma

Partner at Alkeon Capital Management, on AI & the Fourth Industrial Revolution

Jimmy Levin

Chief Investment Officer, Sculptor Capital

Mike Novogratz

CEO, Galaxy Investment Partners

Jeffrey Altman

Founder, Owl Creek Asset Management

Elizabeth Pitcairn &
Her “Red Violin”

World-Class Violinist

Steve Deschenes

Director of Client Research, Capital Group | American Funds

Jen Tarsney

Director, Practice Management, New York Life Investments

A.J. Agarwal

Sr. Managing Director, Real Estate, Blackstone

Tim Wilkinson

Executive Consultant Invesco Global Consulting

Mike Arone

Chief Investment Strategist, State Street Global Advisors

Luke Oliver

Managing Director & Head of Strategy, KraneShares

Manish Gupta

Portfolio Manager, First Eagle Investment Management

David Marshak

Managing Director at Wellington Management Fixed-Income Portfolio Manager, Hartford Funds

Nic Millikan

Head of Investment Strategy, CAIS

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