2023 Forbes | SHOOK On The Road Teams Event

Hyatt Regency Boston • Boston, MA - December 5, 2023


December 5, 2023

Hyatt Regency Boston
1 Ave. de Lafayette, Boston, MA

11:30am Registration
12:00pm Light Bites and Sessions
4:30pm Cocktails
Dine-arounds with Partners Following

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

Bring your team!

Sample Sessions

CE Credits Available

  • “Leading with Purpose” R.J. Shook
  • Optimizing Alternatives: Balancing Public-Private Allocations
  • SHOOK Ones – Best Ideas from America’s Top Advisors
  • How to Create Team Capacity
  • International Investing: Navigating New Realities
Shook Research



Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Work Phone: *

Cell Phone (Live event updates):

Team Total Assets: *


Address: *

Zip: *

Country: *

City: *

State: *

Would you like to receive CE credits for this event? *

I-W ID#:


December 5, 2023




12:00 – 12:15pm

Transformative Leadership

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

12:15 – 12:20pm

SHOOK Ones: My Best Idea

  • Trevor Byrne, Morgan Stanley Wealth Management
  • Introduction: Joe Daly, Senior Investment Consultant, Thornburg

12:20 – 12:40pm

Progression of Modern Value: Client Engagement

  • Jackie Wilke, Vice President & Advisor Consultant, First Trust

12:40 – 1:00pm

The State of the High Yield Market

  • Ryan Larson, Co-Equal Head Portfolio Manager, Strategic Income Management
  • Moderator: Tom Desiderio, Regional Vice President, Resolute Investment Managers

1:00 – 1:20pm

SPDR 2024 Market Outlook: Testing Resilience

  • Mike Arone, Chief Investment Strategist, State Street Global Advisors SPDR
  • Moderator: Raj Sharma, Merrill Private Wealth Management
  • Introduction: James Libutti, Regional Consultant, State Street Global Advisors SPDR

1:20 – 1:25pm

SHOOK Ones: My Best Idea

  • Gabrielle Clemens, RBC Wealth Management
  • Introduction: Jenny DeSeno, Associate VP | Project Leader, SHOOK Research

1:25 – 1:45pm

Portfolio Construction and Strategy: The Portfolio Pivot

  • Lara Castleton, U.S. Head of Portfolio Construction and Strategy, Janus Henderson Investors
  • Introduction: Brian Arcara, Director, Advisor Solutions Group, Janus Henderson Investors

1:45 – 2:05pm

Networking Break

2:05 – 2:25pm

Opportunities in Private Credit

  • Eric Muller, OCREDIT CEO, Oak Hill Advisors
  • Moderator: Larry Weissman, Cerity Partners

2:25 – 2:30pm

SHOOK Ones: My Best Idea

  • Raj Pathak, Morgan Stanley Wealth Management
  • Introduction: Dylan Ferrante, Marketing Analyst, SHOOK Research

2:30 – 2:50pm

Optimizing Alternatives: Balancing Public-Private Allocations

  • Carlos Whitaker, Senior Managing Director, Blackstone Credit
  • Frank Cohen, Senior Managing Director, Blackstone Real Estate
  • Moderator: John Cronin, Managing Director, Blackstone Private Wealth Solutions
  • Introduction: John Gaines, Principal, Blackstone Private Wealth Solutions

2:50 – 3:10pm

Thinking Macro, Investing Micro: Real Estate Insights

  • Garret Overlock, Managing Director, Acquisitions, Starwood Capital Group
  • Moderator: Victor Livingstone, Morgan Stanley Private Wealth Solutions
  • Introduction: Kirk Willett, East Coast Lead, Starwood Capital

3:10 – 3:30pm

Traits of a Successful Team

  • Brian Strachan, Morgan Stanley Private Wealth Management
  • Jim Fair, UBS Wealth Management
  • Moderator: Eric Ring, Divisional Sales Head, Janus Henderson Investors

3:30 – 3:50pm

Compensating and Motivating Team Members

  • Mary Mullin, Merrill Wealth Management
  • Peter Princi, Graystone Consulting from Morgan Stanley
  • Moderator: Jeff Murphy, Market Leader, Invesco

3:50 – 4:00pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:00 – 4:45pm

Cocktail Reception


R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Lara Castleton

U.S. Head of Portfolio Construction and Strategy
Janus Henderson Investors

Mike Arone

Chief Investment Strategist
State Street SPDR Global Advisors SPDR ETFs

Ryan Larson

Co-Equal Head PM
Strategic Income Management

Jackie Wilke

Vice President
First Trust

Frank Cohen

Senior Managing Director
Blackstone Real Estate

Eric Muller

Oak Hill Advisors

Garret Overlock

Managing Director, Acquisitions
Starwood Capital Group