2023 Forbes | SHOOK On The Road Regional Event

TIME

SESSION & SPEAKER

1:30-1:40pm

We’re Here on Purpose

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

1:40-1:55pm

SHOOK Ones- My Best Idea

• Jeff Erdmann, Merrill Private Wealth Management
• Moderator: Sean Connor, Global Private Wealth, Blue Owl Capital
• Chad Colombo, Principal, Blue Owl Capital

1:55-2:15pm

LIFEX: Reliable Income for Financial Longevity

• Ross Stevens, Founder and CEO, Stone Ridge Asset Management
• Moderator: Peter Nakada, Chief Marketing Officer, Stone Ridge Asset Management

2:15-2:35pm

Fireside Chat: 2023 Outlook and Opportunity

• Maria Karahalis, Equity Investment Director & Portfolio Strategy Manager, Capital Group, Home of American Funds
• Moderator: Trey Sgroi, Sales Development Manager, Capital Group, Home of American Funds

2:35-2:55pm

The Power of Alternatives in Volatile Markets

• Brad Marshall, Sr. Managing Director, Blackstone Credit
• Wesley LePatner, Sr. Managing Director, Blackstone Real Estate
• Moderator: David Berdon, Morgan Stanley Private Wealth Management
• Jeanette Pieper, Managing Director, Blackstone Private Wealth Solutions

2:55-3:00pm

SHOOK Ones- My Best Idea

• Galit Ben-Joseph, J.P. Morgan Wealth Management
• Craig Dexheimer, Director, Lazard Asset Management

3:00-3:15pm

Opportunities in Long Short Strategies

• Michael Grant, Co-CIO, Head of Long Short Strategies, and Senior Co-Portfolio Manager, Calamos

3:15-3:35pm

Anatomy of a Municipal Comeback

• Aditi Gupta, Portfolio Manager, Invesco
• Wendy Holmes, UBS Private Wealth Management
• Moderator: Jonathan Ross, Vice President, Market Leader & Sr. Advisor Consultant, New York Metro, Invesco
• John Penney, VP, Market Leader, Invesco

3:35-3:50pm

Refreshment Break

3:50-4:15pm

Volatility Creates Opportunity

• James Macey, Senior Investment Strategist, BNY Mellon Investment Manager
• Ryan Issakainen, Senior Vice President, ETF Strategist, First Trust
• Moderator: Chris Toomey, Morgan Stanley Private Wealth Management
• Lindsey Nacht, Senior Associate VP | Director of Research, SHOOK Research

4:15-4:30pm

Treading Carefully: Mixing Defense and Offense in 2023

• Adam Hetts, Global Head of Portfolio Construction and Strategy, Janus Henderson Investors
• Andy Ramirez, Director, Advisor Solutions Group, Janus Henderson Investors

4:30-4:45pm

Market Outlook: The Great Balancing Act

• Mike Arone, Chief Investment Strategist, State Street Global Advisors SPDR ETFs
• Moderator: Jerry Andrews, Merrill Lynch Wealth Management
• John Faron, VP & Sr. Regional Consultant, State Street Global Advisors SPDR ETFs

4:45-4:55pm

SHOOK Ones- My Best Idea

• Jay Canell, J.P. Morgan Wealth Management
• Neil Canell, J.P Morgan Wealth Management
• Moderator: Michael Schweitzer, Head of Retail Distribution, Janus Henderson Investors

4:55-5:10pm

Value Managers Perspective on 2023

• Matthew McLennan, Co-Head of the Global Value Team & Portfolio Manager, First Eagle Investments
• Moderator: Sherry Paul, Senior Portfolio Manager Director, Morgan Stanley Private Wealth Management

5:10-5:25pm

A Tasty Menu of Investment Opportunities

• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
• Sean Gillooley, Portfolio Specialist, Richard Bernstein Advisors

5:25-5:30pm

The Last Word

• Frank Berland, Managing Partner, SHOOK Research

5:30-6:15pm

Cocktails

6:30pm

Dine-Arounds with Partners