2023 Forbes | SHOOK On The Road Regional Event

The Maybourne Beverly Hills - 225 N Canon Dr, Beverly Hills, CA - March 9, 2023

SOLD OUT IN 2022

Agenda

Partners

Firms

The Maybourne Beverly Hills

225 N Canon Dr, Beverly Hills, CA
March 9, 2023

11:30am Registration
12:00pm Light Bites and Sessions
4:00pm 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

  • Team Structures and Efficiencies
  • Leveraging Industry Insights to Optimize Top-Performing Practices
  • SHOOK Ones - My Best Idea
  • The Power of Alternatives in Volatile Markets
  • Fireside chat with Jeffrey Gundlach
  • Market Outlook: The Great Balancing Act
Shook Research

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Thursday,
March 9, 2023

 

TIME

EVENT

12:00-12:10pm

We're Here on Purpose

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

12:10-12:15pm

SHOOK Ones – My Best Idea

  • Steve Hepp, Merrill Lynch Wealth Management
  • Madison Rizzo, Analyst, SHOOK Research

12:15-12:35pm

Leveraging Industry Insights to Optimize Top-Performing Practices

  • Tim Wilkinson, Senior Director, Executive Consultant, Invesco Global Consulting
  • Chris Collie, Vice President, Invesco

12:35-12:55pm

Team Structures and Efficiencies

  • Carol Wilshire, RBC Wealth Management
  • John Shadden, Morgan Stanley Private Wealth Management
  • Moderator: Michael Schweitzer, Head of Retail Distribution, Janus Henderson Investors

12:55-1:15pm

Navigating the High Seas: ETF Positioning Ideas of Q1 2023

  • Ryan Issakainen, Senior Vice President, ETF Strategist, First Trust

1:15-1:20pm

SHOOK Ones - My Best Idea

  • John Halperin, UBS Wealth Management
  • Erick Lopez, Senior Analyst, SHOOK Research

1:20-1:40pm

The Power of Alternatives in Volatile Markets

  • Chris Sullivan, Sr. Managing Director, Blackstone Credit
  • David Levine, Sr. Managing Director, Blackstone Real Estate
  • Moderator: Mike Kanigher, UBS Private Wealth Management
  • Bill Tugurian, Managing Director, Blackstone Private Wealth Solutions

1:40-2:00pm

Refreshment Break

2:00-2:25pm

Market Outlook: The Great Balancing Act

  • Mike Arone, Chief Investment Strategist, State Street Global Advisors SPDR ETFs
  • Moderator: Brian Firring, Wells Fargo Advisors
  • Darius Tandy, Vice President, State Street Global Advisors ETFs

2:25-2:30pm

SHOOK Ones - My Best Idea

  • Jeff Germain, Wells Fargo Advisors
  • Luke Bartow, Senior Analyst, SHOOK Research

2:30-2:50pm

Wealth Advisor's Guide

  • Matt Sommer, Head of Specialist Consulting Group, Janus Henderson Investors
  • Daniel Reams, Director, Advisor Solutions Group, Janus Henderson Investors

2:50-3:35pm

Fireside chat with Jeffrey Gundlach

  • Jeffrey Gundlach, CEO, DoubleLine Capital
  • Moderator: Alex Shahidi, Co-CIO, Evoke Advisors

3:35-3:55pm

Synergist Teams: Fostering a Solid Team Vibe

  • Marc Rosenbach, Wells Fargo Advisors
  • Wendy Spinner, UBS Private Wealth Management
  • Moderator: Nick Cirbo, Senior Advisor Consultant, Invesco

3:55-4:00pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:00-5:00pm

Cocktail Reception

Dine-arounds with Partners Following

Speakers:
 

Jeffrey Gundlach

CEO
DoubleLine Capital

Tim Wilkinson

Senior Director, Executive Consultant
Invesco Global Consulting

Ryan Issakainen

Senior Vice President, ETF Strategist
First Trust

Chris Sullivan

Sr. Managing Director
Blackstone Credit

David Levine

Sr. Managing Director
Blackstone Real Estate

Mike Arone

Chief Investment Strategist
State Street Global Advisors SPDR ETFs

Matt Sommer

Head of Specialist Consulting Group
Janus Henderson Investors

R.J. Shook

Co-Founder & President
SHOOK Research Senior Forbes Contributor

Carol Wilshire

RBC Wealth Management

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

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