2024 Forbes | SHOOK On The Road Regional Event

TIME

EVENT

12:00-12:10pm

Leading With Purpose

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

12:10-12:15pm

SHOOK Ones: My Best Idea

• Brian Firring, Wells Fargo Advisors
• Intro: Erick Lopez, Associate VP of Research, SHOOK Research

12:15-12:35pm

Municipals: Mispriced & Misunderstood, Why the Current Environment Presents a Unique Opportunity

• Stephanie Larosiliere, Senior Client Portfolio Manager, Head of Municipal Business Strategies & Development, Invesco
• Moderator: Kerry Bubb, KWB Wealth

12:35-12:55pm

Private Equity: Investing Through Today’s Evolving Landscape

• Tom Morrison, Senior Managing Director & Co-President, Blackstone Private Equity Strategies
• Moderator: Bill Tugurian, Managing Director, Blackstone Private Wealth Solutions
• Intro: Joe Lohrer, Head of U.S. Retail Sales, Blackstone Private Wealth Solutions

12:55-1:15pm

2024: Coming Back to Reality

• Strider Elass, Senior Economist, First Trust Portfolios

1:15-1:20pm

SHOOK Ones: My Best Idea

• Aric Zamel, UBS Private Wealth Management
• Intro: Jordan Merrill, Associate VP, Research Manager

1:20-1:40pm

Market Outlook: Testing Resilience

• Mike Arone, Chief Investment Strategist, State Street Global Advisors SPDR
• Moderator: Katy Zhao, Morgan Stanley Wealth Management
• Intro: Darius Tandy, Vice President, State Street Global Advisors SPDR

1:40-2:00pm

Opportunities in Private Credit

• William H. Bohnsack, Jr., President & Senior Partner, Oak Hill Advisors
• Moderator: Damien Bisserier, Co-CIO, Evoke Advisors
• Intro: Kelly Boucher, Head of Alternative Investment Specialists, T. Rowe Price

2:00-2:15pm

Networking Break

2:15-2:35pm

Avoiding Another Lost Decade in Equities

• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
• Intro: Peter MacEntee, West Divisional Head, Janus Henderson Advisors

2:35-2:50pm

Team Profile

• Seth Haye, Morgan Stanley Wealth Management
• Moderator: Nick Cirbo, Senior Advisor Consultant, Invesco
• Intro: Luke Bartow, Associate VP of Event Programming, SHOOK Research

2:50-3:10pm

Why Muni’s Now

• John Miller, Head & Chief Investment Officer of the High Yield Municipal Credit Team, First Eagle
• Moderator: Jon Neuhaus, Morgan Stanley Private Wealth Management

3:10-3:30pm

The Implications of Private Alternatives in your Practice

• Jeff Brooks, JD, Senior Wealth Strategist, Janus Henderson Investors
• Lara Castleton, U.S. Head of Portfolio Construction & Strategy, Janus Henderson Investors
• Intro: Bill Kennedy, Director, Advisor Solutions Group, Janus Henderson Advisors

3:30-3:50pm

AI and it’s Investment Potential

• Pedro Palandrani, VP & Director of Research, Global X ETFs
• Moderator: Ari Shandling, Morgan Stanley Wealth Management

3:50-4:10pm

Opportunities in Real Estate: Tax Advantaged Income in Triple Net Lease

• Gary Rozier, Managing Director, Real Estate, Blue Owl Capital
• Moderator: Drew Freides, UBS Private Wealth Management

4:10-4:30pm

Top Teams – How we are Achieving Growth

• Reza Zafari, Merrill Private Wealth Management
• Jeffrey Germain, Wells Fargo Advisors
• Moderator: Michael Schweitzer, Head of Retail Distribution, Janus Henderson Investors

4:30-4:35pm

The Last Word

• Frank Berland, Managing Partner, SHOOK Research

4:35 – 5:35pm

Cocktail Reception

5:35pm

Dine-Arounds with Partners