SHOOK Ones – Best Ideas from America’s Top Advisors
How to Create Team Capacity
International Investing: Navigating New Realities
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Introduction: John Bogosian, Principal, Blackstone Private Wealth Solutions
1:00 – 1:20pm
Wealth Advisor’s Guide: Improve Your Practice
Matt Sommer, Head of Specialist Consulting Group, Janus Henderson Investors
Introduction: Jonathan Root, Director, Advisor Solutions Group, Janus Henderson Investors
1:20 – 1:25pm
SHOOK Ones: My Best Idea
Alex Marks, Citi Personal Wealth Management
1:25 – 1:45pm
Growth Opportunities Beyond the Magnifcent 7
Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
Introduction: Tim Kuhn, Portfolio Specialist, Richard Bernstein Advisors
1:45 – 2:00pm
Networking Break
2:00 – 2:20pm
International Investing: Navigating New Realities
Kathrin Forrest, Equity Investment Specialist, Capital Group, Home of American Funds
Moderator: George Wenzel, Senior Sales Development Manager, Capital Group, Home of American Funds
2:20 – 2:40pm
SPDR 2024 Market Outlook: Testing Resilience
Michael Arone, Chief Investment Strategist, State Street Global Advisors SPDR
Moderator: Andy Timmerwilke, Merrill Wealth Management
Introduction: Tope Awoniyi, Vice President, Regional Consultant, State Street Global Advisors SPDR
2:40 – 3:00pm
Retain Your Brain
Bill McManus, Vice President, Hartford Funds
Introduction: Tom Dewbray, Regional Vice President, Hartford Funds
3:00 – 3:20pm
The U.S. Economic and Political Outlook
Bob Stein, Deputy Chief Economist, First Trust Advisors
3:20 – 3:40pm
Opportunity in Private Real Estate Credit
Dennis Schuh, CEO, Starwood Credit Real Estate Income Trust
Moderator: Ted Davis, Morgan Stanley Wealth Management
Introduction: Sean Pronger, West Coast Lead, Starwood Capital
3:40 – 3:45pm
SHOOK Ones: My Best Idea
Kevin Lynch, Morgan Stanley Private Wealth Management
Introduction: Jordan Merrill, Senior Analyst, SHOOK Research
3:45 – 4:05pm
How to Create Team Capacity
Jacob Pottschmidt, J.P. Morgan Wealth Management
John Cultra, William Blair
Moderator: Peter Lazor, Market Leader, J.P. Morgan Wealth Management
4:05 – 4:10pm
The Last Word
Frank Berland, Managing Partner, SHOOK Research
4:10 – 5:00pm
Cocktail Reception
Speakers:
R.J. Shook
Co-Founder & CEO, SHOOK Research & Senior Forbes Contributor
Michael Arone
Chief Investment Strategist
State Street Global Advisors SPDR
Richard Bernstein
CEO & CIO
Richard Bernstein Advisors
Kathrin Forrest
Equity Investment Specialist
Capital Group, Home of American Funds
Chris Brady
Regional Vice President
Pacific Life
Matt Sommer
Head of Specialist Consulting Group
Janus Henderson Investors
Bill McManus
Vice President
Hartford Funds
Bob Stein
Deputy Chief Economist
First Trust Advisors
Andrew Fenet
Managing Director
Blackstone Real Estate
Dennis Schuh
CEO
Starwood Credit Real Estate Income Trust
Cancellation Policy
Cancellations made prior to three weeks from the start of the event are subject to a $100 cancellation fee. If a cancellation is made within three weeks from the start of the event, no refund will be given. This is an invite only event.