2022 Forbes | SHOOK Top Women Advisor Summit Agenda

TIME

EVENT

12:00 - 6:00 pm

Registration – Angle

6:00 - 9:00 pm

Pre-Party Hosted by Capital Group | American Funds – Courtyard Lawn

TIME

SESSION & SPEAKER

9:00am

Registration – Angle

3:00-4:30PM

PRE-CON – Plaza Ballroom

3:00-3:20 pm

How Female Business Leaders Invest for Tomorrow

• Jennifer Tarsney, Managing Director, Advisor Advancement Institute, New York Life Investments

3:20-3:40 pm

Succession Planning

• Melissa Corrado-Harrison, UBS Private Wealth Management
• Mary Deatherage, Morgan Stanley Private Wealth Management
• Moderator: Caroline Gundeck, Managing Director & Head of PWM Client and Field Engagement, Morgan Stanley Wealth Management

3:40-4:00 pm

Power Up Your Personal Brand

• Amy Osborne, Senior Learning Consultant, Franklin Templeton Investments
• Michelle Peterson, VP & Senior Advisor Consultant, Franklin Templeton Investments

4:00-4:30 pm

SHOOK Best Idea Competition

JUDGES:

• Heather Crist, Head of Field Engagement, UBS Wealth Management USA
• Krista Goryl, Head of HNW Strategy & Growth, Wells Fargo Wealth & Investment Management
• Kenneth Correa, Managing Director & National Business Development Executive, Merrill Lynch Wealth Management

5:30-6:30 pm

COCKTAIL RECEPTION – Ocean Ballroom & Terrace

6:30 pm

GALA DINNER – Grand Ballroom

6:45-7:00 pm

"Stories"

• Liz Shook, Co-Founder, COO, SHOOK Research

7:00-7:15 pm

"The SHOOK Effect"

• R.J. Shook, Co-Founder & President, SHOOK Research, Senior Forbes Contributor
• Jennifer Tarsney, Managing Director, Advisor Advancement Institute, New York Life Investments

7:30-7:50 pm

Four Vineyards. Four Sisters. Fourth Generation. Continuing a Family Legacy.

• Angelina Mondavi, Winemaker & Co-Proprietress, Dark Matter Wines
• Alycia Mondavi, CEO & Co-Proprietress, Dark Matter Wines
• Andy Sieg, President, Merrill Lynch Wealth Management
• Kirsten Pickens, Managing Director & Co-Head U.S. Distribution, FS Investments

8:00-9:00 pm

CHAMPAGNE RECEPTION – Ocean Ballroom & Terrace

TIME

SESSION & SPEAKER

7:00-8:00 am

Breakfast

8:00-8:10 am

Coffee with Lizzy

• Liz Shook, Co-Founder, COO, SHOOK Research

8:10-8:15 am

SHOOK Ones – My Best Idea

• Judy Fredrickson, UBS Private Wealth Management
• Nilsa Roberts, Divisional VP, AIG Financial Distributors

8:15-8:35 am

Discussion with Jonathan Gray

• Jonathan Gray, President & COO, Blackstone
• Moderator: Wendy Holmes, UBS Private Wealth Management
• R.J. Shook, Co-Founder & President, SHOOK Research, Senior Forbes Contributor

8:35-8:55 am

Longevity and Retirement

• Maddi Dessner, Director of Global Asset Class Services, Capital Group, Home of American Funds
• Angelia Hunter, Senior VP & Sales Development Manager, Capital Group, Home of American Funds

8:55-9:05 am

SHOOK Stories

• Dianna Smith, Morgan Stanley Wealth Management

9:05-9:35 am

Our Fight. A Mother and Daughter’s Story.

• Sofie & Pam

9:35-9:55 am

REFRESHMENT BREAK

9:55-10:10 am

Getting Real About Rates

• Kay Herr, Head of Research, Global Fixed Income, Currencies & Commodities (GFICC), J.P. Morgan Asset Management
• Moderator: Deborah Briskin, Merrill Lynch Wealth Management

10:10-10:20 am

SHOOK Stories

• Rosalie Hunter, Merrill Private Wealth Management
• Moderator: Jen Auerbach-Rodriguez, Managing Director, Head of Strategic Growth Markets, Merrill Lynch Wealth Management

10:20-10:40 am

Building the Team of the Future

• Anna Winderbaum, Morgan Stanley Private Wealth Management
• Patricia Baum, RBC Wealth Management
• Moderator: Joan Solotar, Global Head of Private Wealth Solutions, Blackstone
• Jeanette Pieper, Managing Director, Private Wealth Solutions, Blackstone

10:40-10:50 am

SHOOK Stories

• Nancy Popovich, Baird

10:50-11:10 am

Be Prepared. Be Empowered.

• Jeff Brooks, Wealth Strategist, Capital Group, Home of American Funds
• Kristina Page, Regional VP, Capital Group, Home of American Funds

11:10-11:25 am

TRANSITION TO ROUNDTABLES

11:25am-12:15 pm

ROUNDTABLES

12:15-1:15 pm

LUNCH

• Liz Shook, Co-Founder, COO, SHOOK Research
• Paula Schneider, President & CEO, Susan G. Komen

12:50-1:05pm

Rosalie’s Story

• Rosalie Hunter, Merrill Private Wealth Management
• Moderator: Jen Auerbach-Rodriguez, Managing Director, Head of Strategic Growth Markets, Merrill Lynch Wealth Management

1:15-1:25 pm

Business and Team Growth

• Colleen O’Callaghan, J.P. Morgan Wealth Management
• Moderator: Steve Samuels, Managing Director, Merrill Lynch Wealth Management
• Lindsey Nacht, Senior Associate VP, Research Manager, SHOOK Research

1:25-1:40 pm

Boots on the Ground – What’s Going On in the Real World?

• Suzanne Franks, Associate Portfolio Manager, First Eagle Investments
• Moderator: Nelrae Ali, Wells Fargo Advisors

1:40-2:00 pm

Forbes | SHOOK Marketing

• Rupa Jack, Morgan Stanley Wealth Management
• Emily Rubin, UBS Private Wealth Management
• Susan Swink, Executive Director, J.P. Morgan Asset Management

2:00-2:20 pm

REFRESHMENT BREAK

2:20-2:40pm

How the Best Become the Best

• Mary Jo Harper, Merrill Lynch Wealth Management
• Dr. Kevin Elko, Advisor Advancement Institute, New York Life Investments
• Moderator: Janet Koh, Director, Advisor Advancement Institute, New York Life Investments
• Ashley Blanco, Advisor Consultant, New York Life Investments

2:40-2:45pm

SHOOK Ones – My Best Idea

• Rees Mason, Merrill Lynch Wealth Management
• Jenny DeSeno, Senior Analyst, SHOOK Research

2:45-3:00 pm

Navigating Inflation, Policy, and Global Growth

• Lara Rhame, Chief U.S. Economist & Managing Director, FS Investments
• Moderator: Crystal Ho, Morgan Stanley Private Wealth Management
• Ryan Robertson, Co-Head of U.S. Distribution, FS Investments

3:00-3:20 pm

The Fragile Decade: Turning Apprehension into Anticipation

• Jeannie Underwood, SVP & Head of Global Atlantic Consulting, Global Atlantic Financial Group

3:20-4:00 pm

Noise, Nuance & Numbers

• Cathie Wood, CEO & CIO, Ark Investment
• Moderator: Rebecca Burke, Investment Specialist, Ark Investment

4:00-4:15 pm

REFRESHMENT BREAK

4:15-4:25 pm

SHOOK Stories

• YC Lama, Morgan Stanley Wealth Management

4:25-4:45 pm

Redefining Success on Your Terms

• Lindsey Rhea, Alia Wealth Partners
• Melissa Spickler, Merrill Lynch Wealth Management
• Madelyn Miller, J.P. Morgan Wealth Management
• Moderator: Kimberly Sanders, Senior Vice President, Advisor Business Strategy, Strategic Wealth Services, LPL Financial

4:45-5:05 pm

The Resilient Advisor

• Suzette Rothberg, Senior Consultant, Invesco Global Consulting
• Callie Almes, Senior Associate VP, Project Leader, SHOOK Research

5:05-5:10 pm

Closing Remarks

• Frank Berland, Managing Partner, SHOOK Research

5:10-6:00 pm

COCKTAIL RECEPTION – Courtyard Lawn

6:00 pm

DINE-AROUNDS WITH PARTNERS

TIME

SESSION & SPEAKER

7:30-8:30 am

Breakfast

8:30-8:40 am

Opening Remarks

• Liz Shook, Co-Founder, COO, SHOOK Research

8:40-8:45 am

SHOOK Ones – My Best Idea

• Jennifer Ibarguen, Ameriprise Financial Services
• Keeyana St. Aubin, Senior Analyst, SHOOK Research

8:45-9:05 am

Investing in Emerging Markets Amidst the Surge in Yields, Commodity Prices, and COVID in China

• Gabriela Santos, Global Market Strategist, J.P. Morgan Asset Management
• Beth Nardi, Head of Model Portfolios, J.P. Morgan Asset Management

9:05-9:25 am

Building a Team to Outlast You

• Jennifer Garcia, Wells Fargo Advisors
• Kimberlee Barrett-Johnson, Ameriprise Financial Services
• Moderator: Heather Crist, Head of Field Engagement, UBS Wealth Management USA

9:25-9:35 am

SHOOK Stories

• Edythe De Marco, Merrill Lynch Wealth Management

9:35-9:55 am

REFRESHMENT BREAK

9:55-10:10 am

Investing in International and EM Space

• Pragna Shere, Senior Vice President & Portfolio Manager, Alger
• Moderator: Stacee Crittenden, Merrill Lynch Wealth Management
• Jessica Davis, Regional Director, Alger

10:10-10:30 am

Transformational Conversations: Blueprints from America’s Top Advisor Teams

• Chris Brady, Senior Regional Vice President, Pacific Life

10:30-10:50 am

Protecting Your Assets and Information in the Digital Age

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

10:50-11:00 am

The Last Word

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