2023 Forbes | SHOOK On The Road Regional Event

Hotel del Coronado | 1500 Orange Ave, Coronado, CA | September 13, 2023

Hotel del Coronado

1500 Orange Ave, Coronado, CA
September 13, 2023

Business Casual
1:30-2:00pm Registration
2:00-5:15pm Sessions
5:15-6:00pm Networking Reception

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


Bring your team!


Sample Sessions

CE Credits Available

  • SHOOK Ones – Best Ideas from America’s Top Advisors
  • Riding the Cross Currents of Market Uncertainty
  • Opportunities in Private Credit
  • New Era of Private Equity
  • Why Scale and Sector Selection Matter in Real Estate
  • Alternatives in Practice
Shook Research

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Wednesday,
September 13, 2023


TIME

SESSION & SPEAKER

2:00 - 2:15pm

We're Here on Purpose

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

2:15-2:35pm

Alternatives: The Decade Ahead

  • Bill Tugurian, Managing Director, Blackstone Private Wealth Solutions

2:35-2:55pm

Riding the Cross Currents of Market Uncertainty

  • David Stubbs, Managing Director & Senior Investment Strategist, Blackstone Private Wealth Solutions
  • Moderator: Kevin Williams, Blackstone Private Wealth Solutions

2:55-3:15pm

Who You Invest with Matters

  • Ferdinand Niederhofer, Senior Managing Director, Blackstone Credit
  • Moderator: Michael Piet, Blackstone Private Wealth Solutions

3:15-3:35pm

Networking Break

3:35-3:40pm

SHOOK Ones: My Best Idea

  • Bosco Lujan, Morgan Stanley Private Wealth Management

3:40-4:00pm

New Era of Private Equity

  • Tom Morrison, Senior Managing Director & Co-President, Blackstone Private Equity Strategies
  • Moderator: John Harmon, Blackstone Private Wealth Solutions

4:00-4:20pm

Where You Invest Matters

  • Scott Trebilco, Managing Director, Blackstone Real Estate
  • Moderator: Jeff Hartman, Blackstone Private Wealth Solutions

4:20-4:40pm

Alternatives in Practice

  • Keith McKenzie, Delphi Private Advisors
  • Moderator: Bill Tugurian, Managing Director, Blackstone Private Wealth Solutions

4:40-5:15pm

A Conversation with Blackstone Senior Investors

  • Scott Trebilco, Managing Director, Blackstone Real Estate
  • Ferdinand Niederhofer, Senior Managing Director, Blackstone Credit
  • Moderator: Kevin Williams, Blackstone Private Wealth Solutions
  • Moderator: Bill Tugurian, Managing Director, Blackstone Private Wealth Solutions

5:15pm

The Last Word

  • Lindsey Nacht, Director of Operations, SHOOK Research

5:15-6:00pm

Networking Reception


Speakers:


R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Ferdinand Niederhofer

Senior Managing Director
Blackstone Credit

Tom Morrison

Senior Managing Director & Co-President
Blackstone Private Equity Strategies

Scott Trebilco

Senior Managing Director Blackstone Real Estate

David Stubbs

Managing Director & Senior Investment Strategist
Blackstone Private Wealth Solutions

Lindsey Nacht

Director of Research
SHOOK Research