2023 Forbes | SHOOK Top Women Advisor Summit Agenda

CE Credits offered: 10 IMCA, 6.5 CFP

*This is a very fast-paced event; all times are indicative.

May 30, 2023







Registration Hall

6:00 - 9:00pm


The Courtyard Lawn


May 31, 2023







Registration Hall

3:00 - 3:30pm

Finatical Curiosity

  • Lisa Kueng, Managing Director, Business Development, Invesco Global Consulting
  • Rona Gilbert, Senior Vice President, Divisional Sales Director, Invesco US

Plaza Ballroom

3:30 - 3:50pm

Inspiring Women: Growing Your Practice and Impact

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

3:50 - 4:30pm

SHOOK® Showdown – Best Idea Competition

  • Amy Schoenherr, SVP, Director of FA & Manager Recognition, Wells Fargo Advisors
  • Ellen Bailey, Head of Advisor Development, Morgan Stanley Wealth Management
  • Steve Samuels, Managing Director, Merrill Lynch Wealth Management

5:30 - 6:30pm

Cocktail Reception

Ocean Ballroom

6:30 - 8:00pm

Gala Dinner

Grand Ballroom

6:45 - 7:00pm

Welcome to Our Very Special Event

  • 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

Washington Watch – A Discussion on Politics, Policy and the Economy

  • Libby Cantrill, Head of Public Policy, PIMCO
  • Lindsay Hans, President & Co-Head, Merrill Lynch Wealth Management
  • Ivana Knezevic, Executive Vice President, Strategic Accounts, PIMCO

June 1, 2023





7:00 - 8:00am


Flagler Hall

8:00am - 4:00pm


Registration Hall

8:00 - 8:10am

Coffee with Lizzy

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

Grand Ballroom

8:10 - 8:20am

SHOOK Ones: My Best Idea

  • Kara Scannell, Ameriprise Financial Services
  • Moderator: Jennifer Povlitz, UBS Division Director, Wealth Management USA

8:20 - 8:40am

Building a Purposeful Practice

  • Becky Anderson, Edward Jones
  • Mary Mullin, Merrill Lynch Wealth Management
  • Moderator: Ken Correa, Head of Business and Client Development, Merrill Lynch Wealth Management
  • Janice Musselwhite, Senior Vice President, Gabelli Asset Management

8:40 - 8:55am

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

  • Lara Rhame, Chief U.S. Economist, FS Investments
  • Moderator: Linda Modico, UBS Wealth Management
  • Kirsten Pickens, Managing Director & Co-Head of U.S. Distribution, FS Investments

8:55 - 9:15am

Standing Strong

9:15 - 9:30am

Refreshment Break

Flagler Hall

9:30 - 10:00am

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
  • Corry Hyer, Director & NY Regional Manager, KKR

Grand Ballroom

10:00 - 10:10am

Fearless: Women’s Role in Driving Wealth

  • Lara Roman, Market Leader, Private Wealth Management, State Street Global Advisors SPDR ETFs

10:10 - 10:25am

Conversation with America’s #1 Woman Advisor

  • Colleen O’Callaghan, J.P. Morgan Wealth Management
  • Moderator: Shareen Luze, Head, Culture, & Field Experience, RBC Wealth Management
  • Keeyana St. Aubin, Senior Analyst, SHOOK Research

10:25 - 10:45am

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

  • Kim Hansen, Founder, VersiFi Private Wealth
  • Nedra Agnew, Merrill Lynch Wealth Management
  • Moderator: Kimberly Sanders, Senior Vice President, Strategic Wealth Services, LPL Financial
  • Kadi Simile, Vice President, CAIS

10:45 - 11:05am

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

11:05 - 11:10am

SHOOK Ones: My Best Idea

  • Nelrae Ali, Wells Fargo Advisors
  • Callie Almes, Senior Associate VP | Project Leader, SHOOK Research

11:10 - 11:30am

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
  • Crista Demasi, Managing Director, Head of Strategic Accounts For Wires And Global Banks, Invesco U.S.

11:30 - 11:45am

Snack Break / Transition to Roundtables

Flagler Hall

11:45am - 12:35pm


Plaza I
Plaza II
Ocean I
Ocean II

12:35 - 12:45pm

Transition to Lunch

Grand Ballroom

12:45 - 1:45pm


  • Paula Schneider, President & CEO, Susan G. Komen

12:50 - 12:55pm

Forbes | SHOOK Directory Exclusive Offer

  • Becky Durst - Senior Associate Director, Advisor Solutions, Janus Henderson Investors

12:55 - 1:15pm

Trends in Luxury Travel 2023

  • Michael Solomon, Forbes Life Editor
  • Moderator: Audree Begay, Ameriprise Financial Services

1:45 - 2:05pm

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

  • Dana Petitto, Managing Director, Real Estate, Brookfield Oaktree Wealth Solutions
  • Moderator: Katie Hancock, Morgan Stanley Wealth Management
  • Nicole Pecoraro, Senior Vice President, Brookfield Oaktree Wealth Solutions

2:05 - 2:25pm

Looking Forward: Succession Planning

  • Mary Jo Harper, Merrill Lynch Wealth Management
  • Mary Sexton, Morgan Stanley Wealth Management
  • Moderator: Caroline Gundeck, Managing Director & Head of PWM Client and Field Engagement, Morgan Stanley Wealth Management
  • Allison Straub, Vice President, Capital Group, Home of American Funds

2:25 - 2:35pm

Refreshment Break

Flagler Hall

2:35 - 2:55pm

The Risk of Being Too Comfortable

  • Liz Dennis, Head of Private Wealth Management, Morgan Stanley Wealth Management
  • Moderator: Mary DiChristofano, Morgan Stanley Private Wealth Management
  • Debbie Michaelson, Principal, Blackstone Private Wealth Solutions

Grand Ballroom

2:55 - 3:15pm

Portfolio Construction and Strategy: Trends and Opportunities

  • Lara Reinhard, U.S. Head of Portfolio Construction and Strategy, Janus Henderson Investors
  • Diane Snowden, Head of the Advisor Solutions Group, Janus Henderson Investors

3:15 - 3:35pm

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

  • John Stemmerman, Senior Vice President & Head of Performance Talent, EXOS
  • Ginevra Czech, Director of Client Value-Add Programs, FS Investments

3:35 - 3:40pm

SHOOK Ones: My Best Idea

  • Lisa Howe, NEST Capital, Wells Fargo Advisors Financial Network
  • Jenny DeSeno, Associate VP | Project Leader, SHOOK Research

3:40 - 3:55pm

Capturing the Upside: Strategies for Commodities Investing Now

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

3:55 - 4:10pm

Snack Break

Flagler Hall

4:10 - 4:30pm

Breaking the Glass Ceiling

  • Missy Spickler, Merrill Lynch Wealth Management
  • Leslie Lauer, UBS Private Wealth Management
  • Moderator: Heather Crist, Head of Field Engagement, UBS Wealth Management USA
  • Rona Gilbert, Senior Vice President, Divisional Sales Director, Invesco U.S.

Grand Ballroom

4:30 - 4:50pm

The Longevity of Money

  • Jeannie Underwood-Kotner, Senior Vice President & Head of Global Atlantic Consulting, Global Atlantic Financial Group

4:50 - 5:30pm

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

5:30 - 5:35pm

One More Thing. . .

  • Frank Berland, Managing Partner, SHOOK Research

5:35 - 6:30pm

Cocktail Reception

The Courtyard Lawn


Dine-arounds with Partners

June 2, 2023





7:30 - 8:30am


Flagler Hall

8:30 - 8:40am

Good Morning...More Coffee Please!

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

Grand Ballroom

8:40 - 8:45am

SHOOK Ones: My Best Idea

  • Ali Phillips, Obermeyer Wood Investment Counsel
  • Lindsey Nacht, Senior Associate VP | Director of Research, SHOOK Research

8:45 - 9:05am

Where You Invest Matters

  • Kathleen McCarthy, Global Co-Head of Real Estate, Blackstone
  • Moderator: Julie Shechtman, Morgan Stanley Wealth Management
  • Jeanette Pieper, Managing Director, Blackstone Private Wealth Solutions

9:05 - 9:25am

Building a Team to Outlast You

  • Patricia Baum, RBC Wealth Management
  • Patti Brennan, Key Financial, Inc.
  • Moderator: Jennifer Tarsney, Managing Director, Advisor Advancement Institute, New York Life Investments
  • Jordan Merrill, Senior Analyst, SHOOK Research

9:25 - 9:45am

Snack Break

9:45 - 10:05am

Building the Team of the Future

  • Magay Shepard, Stifel
  • Michelle Mayer, Merrill Private Wealth Management
  • Moderator: Courtney Janssen, Principal, Blackstone Private Wealth Solutions
  • Madison Rizzo, Senior Analyst, SHOOK Research

Grand Ballroom

10:05 - 10:25am

The Bond Market Outlook in Today's Macro Climate

  • Tony Crescenzi, Portfolio Manager & Market Strategist, PIMCO
  • Cady Johnson, Divisional Sales Manager, U.S. Global Wealth Management, PIMCO

10:25 - 10:45am

Deepening Relationships with Your Clients

  • Jessica Kartzinel, UBS Wealth Management
  • Robin Thomas, Truist
  • Wayne Roberts, Head Of New Market Opportunities, Edward Jones
  • Erick Lopez, Senior Analyst, SHOOK Research

10:45 - 10:50am

SHOOK Ones – My Best Idea

  • Janene Pirbhai, Merrill Lynch Wealth Management
  • LoriAnn LaSalle, Senior Associate VP | Business Manager, SHOOK Research

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