2023 Forbes | SHOOK Top Women Advisor Summit

6:00-9:00pm

Pre-Party

3:00-3:30pm

Finatical Curiosity

• Lisa Kueng, Managing Director, Business Development, Invesco Global Consulting

3:30-3:50pm

Inspiring Women: Growing Your Practice and Impact

• Jennifer Tarsney, Managing Director, Advisor Advancement Institute, New York Life

3:50-4:30pm

SHOOK® Showdown – Best Idea Competition

5:30-6:30pm

Reception

6:30-8:00pm

Gala Dinner

6:45-7:00pm

“Stories”

• Liz Shook Co-Founder & COO, SHOOK Research

7:00-7:15pm

The Second Second

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

7:30-8:00pm

State of the Union

• Libby Cantrill, Head of Public Policy, PIMCO
• Lindsay Hans, President & Co-Head, Merrill Wealth Management

7:00-8:00am

Breakfast

8:00-8:10am

Coffee with Lizzy

• Liz Shook Co-Founder & COO, SHOOK Research

8:10-8:20am

SHOOK Ones: My Best Idea

• Kara Scannell, Ameriprise Financial Services

8:20-8:35am

Building a Purposeful Practice

• Becky Anderson, Edward Jones
• Mary Mullin, Merrill Lynch Wealth Management

8:35-8:50am

Bright Spots and Stormy Skies: The Economic Outlook in This Unique Business Cycle

• Lara Rhame, Chief U.S. Economist & Managing Director, FS Investments

8:50-9:10am

Philanthropy

9:10-9:25am

Refreshment Break

9:25-9:50am

Benefits of Infrastructure in a Client’s Portfolio

• Tara Davies, Partner, Global Head of Core Infrastructure & Co-Head of European Infrastructure, KKR
• Paula Campbell Roberts, Managing Director & Chief Investment Strategist, Private Wealth Partners, KKR
• Moderator: Anna Winderbaum, Morgan Stanley Private Wealth Management

9:50-10:00am

Fearless: Women’s Role in Driving Wealth

• Brie Williams, Head of Practice Management, State Street Global Advisors SPDR ETFs

10:00-10:15am

Conversation with America’s #1 Woman Advisor

• Colleen O’Callaghan, J.P. Morgan Wealth Management

10:15-10:35am

Harness Your Superpowers: Key Strategies That Drive Client Acquisition & Growth

• Kim Hansen, Founder, VersiFi Private Wealth
• Moderator: Kimberly Sanders, SVP Strategic Wealth Services

10:35-10:55am

International Investing: Navigating New Realities

• Emily Liao, Equity Investment Director, Capital Group, Home of American Funds
• Moderator: Angelia Hunter, Senior Vice President & Sales Development Manager, Capital Group, Home of American Funds

10:55-11:00am

SHOOK Ones: My Best Idea

• Nelrae Ali, Wells Fargo Advisors

11:00-11:15am

Translating Passion Into Purpose: Liz Elting in Her Own Words

• Liz Elting, Founder & CEO, The Elizabeth Elting Foundation
• Moderator: Wendy Holmes, UBS Private Wealth Management

11:15-11:30am

Snack Break / Transition to Roundtables

11:30am-12:20pm

Roundtables

12:20-12:30pm

Transition to Lunch

12:30-1:30pm

Lunch

12:45-1:00pm

Marketing Session

1:00-1:20pm

High End Exotic and Experiential Travel Ideas

• Michael Solomon, Forbes Life Editor

1:35-1:55pm

Misconceptions and Realities: The State of the Current Real Estate Cycle

• Dana Petitto, Management Director, Real Estate, Brookfield
• Moderator: Katie Hancock, Morgan Stanley Wealth Management

1:55-2:15pm

Looking Forward: Succession Planning

• Moderator: Caroline Gundeck, Managing Director & Head of PWM Client and Field Engagement, Morgan Stanley Wealth Management

2:15-2:25pm

Refreshment Break

2:25-2:45pm

Taking Risks in You Career

• Liz Dennis, Head of Private Wealth Management, Morgan Stanley
• Moderator: Mary DiChristofano, Morgan Stanley Private Wealth Management

2:45-3:05pm

Portfolio Construction and Strategy: Trends and Opportunities

• Laura Reinhard, U.S. Head of Portfolio Construction and Strategy, Janus Henderson Investors

3:05-3:25pm

Reflection, Regulation, Fueling, Sleep, and Movement—What Works!

• John Stemmerman, SVP & Head of Performance Talent, EXOS

3:25-3:30pm

SHOOK Ones: My Best Idea

• Karen Altfest, Altfest Personal Wealth Management

3:30-3:50pm

Capturing the Upside: Strategies for Commodities Investing Now

• Al Chu, Portfolio Manager, Newton Investment Management
• Moderator: Cynthia Chamberlayne, Sr. Investment Consultant, BNY Mellon Investment Management

3:50-4:05pm

Refreshment Break

4:05-4:25pm

Breaking the Glass Ceiling

• Missy Spickler, Merill Lynch Wealth Management
• Leslie Lauer, UBS Private Wealth Management
• Moderator: Heather Crist, Head of Field Engagement, UBS Wealth Management

4:25-4:45pm

The Longevity of Money

• Jeannie Underwood, SVP & Head of Global Atlantic Consulting, Global Atlantic Financial Group

4:45-5:25pm

Technological Convergence: Creating the Opportunity for Super-Exponential Growth

• Cathie Wood, CEO & CIO, Ark Investment
• Ali Urman, Genomic Revolution Analyst, Ark Investment
• Moderator: Rebecca Burke, Vice President & Product Specialist, Ark Investment

5:25-5:30pm

One More Thing…

• Frank Berland, Managing Partner, SHOOK Research

5:30-6:30pm

Reception

7:30-8:30am

Breakfast

8:30-8:40am

Good Morning!

• Liz Shook, Co-Founder & COO, SHOOK Research

8:40-8:45am

SHOOK Ones: My Best Idea

8:45-9:05am

Where You Invest Matters

• Kathleen McCarthy, Global Co-Head of Real Estate, Blackstone

9:05-9:25am

Building a Team to Outlast You

• Patricia Baum, RBC Wealth Management

9:25-9:45am

Fixed Income

9:45-10:05am

Building the Team of the Future

10:05-10:20am

Snack Break

10:20-10:40am

Ideas on Deepening Relationships With Your Clients

10:40-10:50am

Session TBA

10:50-11:00am

The Last Word

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