2022 Forbes | SHOOK Top Next-Gen Advisor Summit

TIME

SESSION & SPEAKER

12:00pm

Registration Opens at Detroit Opera House

4:30 - 6:30pm

Pre-Party Hosted by First Trust at the Frankel Lounge in Detroit Opera House

7:00pm

Musical Performance at Detroit Opera House

TIME

SESSION & SPEAKER

8:00 – 9:00am

Breakfast

9:00 - 9:10am

Opening Remarks

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

9:10 - 9:15am

SHOOK One's - My Best Idea

• Annemarie von der Goltz, J.P. Morgan Wealth Management

9:15 - 9:35am

Active Models for Active Markets

• Theodore Dimig, Managing Director, Head of Advisory and Core Beta Solutions, J.P. Morgan Asset Management
• Brandon Ritter, Executive Director & Client Advisor, J.P. Morgan Asset Management

9:35 - 9:55am

Fastest Growing NG's

• Drew Rosenfeld, Merrill Lynch Wealth Management
• Amy Li, Morgan Stanley Wealth Management
• Moderator: Steve Samuels, Managing Director, Merrill Lynch Wealth Management

9:55 - 10:20am

Generating Referrals Through Centers of Influence

• Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.

10:20 - 10:30am

SHOOK One's - My Best Idea

• Nick LoMaglio, UBS Wealth Management

10:30 - 10:50am

Compensating and Motivating Team Members

• Matt Gallo, Merrill Lynch Wealth Management
• Amit Grover, Morgan Stanley Wealth Management
• Moderator: Ken Correa, Managing Director, National Business Development Executive, Merrill Lynch Wealth Management

10:50 - 11:15am

Protecting Your Assets and Information in the Digital Age

• Rachel Wilson, Head of Wealth Management Data Security & Infrastructure Risk, Morgan Stanley Wealth Management

11:15 – 11:30am

Refreshments/transition to roundtables

11:30am - 12:10pm

Roundtables

12:10 - 12:25pm

Transition to Lunch

12:25 - 1:25pm

Lunch – Food Trucks

1:25 - 1:40pm

Transition Back to SHOOK

1:40 - 2:00pm

Forbes | SHOOK NG Spotlight: Service Abroad, Serving at Home

• Corey Mazza, UBS Wealth Management
• Moderator: Heather Crist, Head of Field Engagement, UBS Wealth Management USA

2:00 - 2:20pm

Building the Team of the Future...

• Andrew Billinghurst, Merrill Lynch Wealth Management
• Brent Barnhart, UBS Private Wealth Management
• Moderator: Heather Hunt-Ruddy, Head of National Sales, Wells Fargo Advisors

2:20 - 2:25pm

SHOOK One's - My Best Idea

• David Papale, Wells Fargo Advisors

2:25 - 2:45pm

Economic Overview

• Strider Elass, Sr. Economist, First Trust Portfolios L.P.

2:45 - 3:20pm

SHOOK Best Idea Competition

• Judge: Heather Hunt-Ruddy, Head of National Sales, Wells Fargo Advisors
• Judge: Heather Crist, Head of Field Engagement, UBS Wealth Management USA
• Judge: Ken Correa, Managing Director, National Business Development Executive, Merrill Lynch Wealth Management
• Moderator: Frank Berland, Managing Partner, SHOOK Research
• Moderator: Liz Shook, Co-Founder, COO, SHOOK Research

3:20 - 3:30pm

Closing Remarks

• Frank Berland, Managing Partner, SHOOK Research

3:00 - 5:00pm

Forbes Afternoon Programming

8:00pm - 12:00am

Bar Crawl

• Participating Bars:
  • The Brakeman
  • Queens Bar
  • The Skip
  • Tin Roof

TIME

SESSION & SPEAKER

9:00 – 10:00am

Breakfast

10:00 - 10:10am

Welcome Remarks

• Lindsey Nacht, Senior AVP, Research Manager, SHOOK Research

10:10 - 10:30am

Model Portfolios That Stand Out From The Rest

• Amy Moroz, Investment Specialist, J.P. Morgan Asset Management Multi-Asset Solutions
• Kevin Voorhees, Model Portfolio Specialist, J.P. Morgan Asset Management

10:30 - 10:55am

Building Elite Financial Teams

• Jack Mullen, Merrill Private Wealth Management
• Alexander Pugatch, Morgan Stanley Wealth Management
• Moderator: Jim Cotchett, Director of National Accounts, First Eagle Investments

10:55 - 11:15am

Team Structure and Delegation

• Lizzie Decarlo, UBS Wealth Management
• Cody Hilbun, Raymond James & Associates
• Moderator: Kevin Adams, Head of Field Development & Productivity, UBS Wealth Management

11:15 - 11:35am

Building a World-Class Team

• Joseph McLister, Morgan Stanley Wealth Management
• Kaitlyn Cruse, Merrill Lynch Wealth Management
• Moderator: Brandon Ritter, Executive Director & Client Advisor, J.P. Morgan Asset Management

11:35 - 11:50am

Refreshments

11:50am – 12:05pm

Team Efficiency

• Alvin Spencer, Stifel
• Josh Glass, Stifel
• Tom Kotcher, Managing Director, First Trust Portfolios L.P.

12:05 – 12:25pm

Transformational Conversations: Blueprints from America’s Top Advisor Teams

• Chris Brady, Regional Vice President, Pacific Life

12:25 – 12:30pm

The Last Word

• Frank Berland, Managing Partner, SHOOK Research