2023 Forbes | SHOOK On The Road Palo Alto Event

el PRADO Hotel | 520 Cowper St., Downtown Palo Alto | November 2, 2023

el PRADO Hotel

520 Cowper St., Downtown Palo Alto
November 2, 2023

Business Casual
12:30-1:00pm Registration
1-5:00pm Sessions
5-5:45pm Cocktails

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


Bring your team!


Sample Sessions

CE Credits

  • We’re Here on Purpose
  • Small Companies, Big Ideas
  • SHOOK Ones – Best Ideas from Top Advisors
  • The Global (Dis)Order – Navigating Investment Risks | The Value of Scarcity
  • Fundamental Research – Investing from the Bottom Up
  • The Boom in Private Equity and the Growth of Private Lending

Shook Research

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*ID #’s must be submitted within 2 weeks from Nov. 2 in order to receive credits*

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Thursday,
November 2, 2023


TIME

SESSION & SPEAKER

1:00 - 1:30pm

Welcome Remarks

  • Robert Bruno, Head of U.S. Wealth Solutions, First Eagle Investments

1:30 - 1:40pm

We’re Here on Purpose

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

1:40 - 2:10pm

The Boom in Private Equity and the Growth of Private Lending

  • Robert Hickey, Senior Managing Director and Deputy Chief Investment Officer of Tradable Credit, First Eagle Alternative Credit
  • Moderator: Pete Monty, Wirehouse & RIA Sales Manager, First Eagle Investments
  • Introduction: Madison Rizzo, Senior Analyst, SHOOK Research

2:10 - 2:20pm

Actionable Strategies from Top Teams

  • Antonio daRoza, Merrill Private Wealth Management
  • Moderator: Pete Monty, Wirehouse & RIA Sales Manager, First Eagle Investments

2:20 - 3:10pm

Cutting Through the Noise to Find Value

  • Matthew McLennan, Co-Head of the Global Value Team & Portfolio Manager, First Eagle Investments
  • Moderator: Robert Bruno, Head of U.S. Wealth Solutions, First Eagle Investments

3:10 - 3:25pm

Networking + Snack Break

3:25 - 3:35pm

Actionable Strategies from Top Teams

  • James Marchetti, Rockefeller Capital Management
  • Moderator: Suzanne Hingel, Senior Advisor Consultant, First Eagle Investments

3:35 - 4:15pm

Deciphering Quality from Speculative Momentum

  • Manish Gupta, Global Value Team Portfolio Manager & Senior Research Analyst, First Eagle Investments
  • Moderator: Suzanne Hingel, Senior Advisor Consultant, First Eagle Investments

4:15 - 4:25pm

Actionable Strategies from Top Teams

  • Vincent Sunzeri, Morgan Stanley Wealth Management
  • Moderator: Grace Holzer, Advisor Consultant, First Eagle Investments

4:25 - 4:55pm

Small Companies, Big Ideas

  • Bill Hench, Head of Small Cap Team and Portfolio Manager, First Eagle Investments
  • Moderator: Grace Holzer, Advisor Consultant, First Eagle Investments

4:55 - 5:00pm

Closing Remarks

  • Robert Bruno, Head of U.S. Wealth Solutions, First Eagle Investments

5:00 - 5:45pm

Cocktail Reception

Past
Speakers:


David M. Rubenstein

Co-Founder & Co-Executive Chairman
The Carlyle Group

Ray Dalio

Founder, Bridgewater Associates

Cathie Wood

CEO & CIO, Ark Investment

Stephen Schwarzman

CEO, Chairman & Co-Founder Blackstone

Liz Shook

Co-Founder, COO,
SHOOK Research

Ben Horowitz

Co-Founder, Andreessen Horowitz

Bill Miller

Chairman, CIO & Co-Founder, Miller Value Partners

Beijia Ma

A.I. & Megatrends Expert; Partner, Alkeon Capital Management

Jonathan Gray

President & COO Blackstone

Bill Ackman

Pershing Square Capital Management

Steve Forbes

Chief Executive & Chairman, Forbes Media

Serena Williams

Anthony Scaramucci

Founder & Managing Partner, SkyBridge Capital

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Sam Zell

Equity Group Investments

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Jeremy Siegel

Professor, The Wharton School of Finance; Senior Investment Strategy Advisor, WisdomTree

Lara Logan

Journalist, Sinclair Broadcast Group; Former CBS News Foreign Correspondent

Brian Wesbury

Chief Economist, First Trust Advisors L.P.

Kevin Durant

Zedd

Moira Forbes

Forbes Media

Richard Bernstein

CEO & Chief Investment Officer
Richard Bernstein Advisors

Rick Rieder

Managing Director & Global Chief Investment Officer; BlackRock

Ron Insana

Senior Advisor
Schroders

Randall Lane

Editor, Forbes Magazine

Leslie Picker

Reporter
CNBC

Normani

Chris Davis

Portfolio Manager, Davis Advisors

Jamie Dinan

Founder, York Capital Management

R.J. Shook

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

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer, Gotham Funds

Elizabeth Pitcairn
& Her "Red Violin"

World-Class Violinist

Mike Novogratz

CEO, Galaxy Investment Partners

Bob Doll

Chief Equity Strategist & Sr Portf. Strategist, Nuveen

Jimmy Levin

Chief Investment Officer Sculptor Capital

Thomas Lee

Managing Partner Fundstrat Global Advisors

Mike Federle

CEO, Forbes Media

Andrew Wellington

Co-Founder, Managing Partner & CIO, Lyrical Asset Management

Frank Berland

Managing Partner, SHOOK Research

Jennifer Moss

Award-Winning Journalist Author

Katie Storer

Principal, Blackstone Growth Equity

Dr. David Kelly

Chief Global Specialist and Head of Global Market Insights Team, J.P. Morgan

The Chainsmokers

Lindsey Nacht

Research Manager, SHOOK Research

and more…