2024 Forbes | SHOOK On The Road Regional Event

New York Hilton Midtown | New York, NY | April 30, 2024


April 30, 2024

New York Hilton Midtown
1335 Avenue of the Americas, New York, NY

Business Casual
12:30pm Registration
1:00pm Sessions
5:30pm Cocktails, hosted by T. Rowe Price/Oak Hill Advisors
Dine-arounds with Partners following

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

Bring your team!

Sample Sessions

CE Credits

  • "Leading with Purpose" R.J. Shook
  • SHOOK Ones: Best Ideas from America's Top Advisors
  • Building the Team of the Future
  • Private Credit: An Evolving Market’s Benefits for High Net Worth Clients
  • Optimizing Equity: Balancing Public-Private Allocations
  • The Implications of Private Alternatives in your Practice
  • Opportunities in Real Estate
  • Market Outlook: Navigating the Four Big Themes

Title Partner

Shook Research


Please contact us if you would like to join our waitlist – events@shookresearch.com


Richard Bernstein

Richard Bernstein Advisors

Glenn August

Founder & CEO
Oak Hill Advisors

Meghan Donoghue

Real Estate Portfolio Strategist
Blue Owl Capital

Scott Helfstein

Head of Investment Strategy
Global X ETFs

Lara Castleton

US Head of Portfolio Construction & Strategy
Janus Henderson Investors

Chris Davis

Chairman & Portfolio Manager
Davis Advisors

Strider Elass

Senior Economist
First Trust

Christopher James

Blackstone Private Equity Strategies

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Lori Ann LaSalle

Vice President | Business Manager
SHOOK Research

Mark Paris

Chief Investment Officer
Head of Municipals

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

Matthew Bartolini

Head of SPDR® Americas Research
State Street Global Advisors

Sonu Kalra

Portfolio Manager
Fidelity Investments

April 30, 2024



1:00 – 1:10pm

Leading With Purpose

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

1:10 – 1:20pm

SHOOK Ones: Our Team’s Best Idea

  • Gerard Klingman, Klingman & Associates
  • Tom Klingman, Klingman & Associates
  • Moderator: Kelly Boucher, Head of Alternative Investment Specialists, T. Rowe Price
  • Intro: Lindsey Nacht, Vice President | Director of Operations, SHOOK Research

1:20 – 1:40pm

Navigating the End of the Easy Money Era: Opportunities, Risks & Helping Clients Keep Emotions in Check

  • Chris Davis, Chairman & Portfolio Manager, Davis Advisors
  • Intro: Reed Finley, Regional Director, Davis Advisors

1:40 – 1:55pm

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

  • Meghan Donoghue, Principal, Real Estate Portfolio Strategist, Blue Owl Capital
  • Moderator: Andrew Billinghurst, Merrill Wealth Management
  • Intro: Robert Demert, Regional Market Leader, Blue Owl Capital

1:55 – 2:15pm

Private Credit: An Evolving Market’s Benefits for High-Net-Worth Clients

  • Glenn August, Founder & CEO of Oak Hill Advisors
  • Moderator: Brian Holzer, Managing Director, Head of Sales for the Alternative Investments Group, Morgan Stanley Wealth Management
  • Intro: Jennifer Kulp, Vice President of Group, Institutional & Private Wealth, T. Rowe Price

2:15 – 2:30pm

Igniting a Firm’s Organic Growth

  • Robb Baldwin, Founder, President & CEO, TradePMR
  • Marc Horner, Fairhaven Wealth Management

2:30 – 2:50pm

Optimizing Equity: Balancing Public-Private Allocations

  • Christopher James, Chairperson, Blackstone Private Equity Strategies
  • Moderator: Anthony Dertouzos, Morgan Stanley Private Wealth Management
  • Intro: Jeanette Pieper, Managing Director, Blackstone Private Wealth Solutions

2:50 – 3:10pm

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

  • Mark Paris, Chief Investment Officer, Head of Municipals, Invesco
  • Moderator: Kathleen Entwistle, Morgan Stanley Private Wealth Management
  • Intro: Allyson Jarecky, Senior Advisor Consultant, Invesco

3:10 – 3:30pm

2024: Coming Back to Reality

  • Strider Elass, Senior Economist, First Trust Portfolios
  • Intro: Luke Wynsma, Vice President, First Trust Portfolios

3:30 – 3:45pm

Networking Break

3:45 – 4:00pm

Navigating Opportunities in the Evolving Tech Landscape: AI

  • Sonu Kalra, Portfolio Manager, Fidelity Investments
  • Moderator: Todd Forman, Morgan Stanley Private Wealth Management
  • Intro: David Harvey, Regional Director, Fidelity Investments

4:00 – 4:20pm

Avoiding Another Lost Decade in Equities

  • Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors
  • Intro: Rocco Scanniello, Director, Advisor Solutions Group, Janus Henderson Investors

4:20 – 4:25pm

SHOOK Ones: My Best Idea

  • Ken Gunsberger, UBS Wealth Management
  • Intro: Keeyana St. Aubin, Associate VP | Advisor Services, SHOOK Research

4:25 – 4:45pm

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
  • Moderator: Eric Ring, Divisional Sales Head, Janus Henderson Investors
  • Intro: George Stanevich, Director, Advisor Solutions Group, Janus Henderson Investors

4:45 – 5:00pm

Market Outlook: Navigating the Four Big Themes

  • Matthew Bartolini, Head of SPDR® Americas Research, State Street Global Advisors
  • Moderator: Gary Wayne, Center Street Capital Advisors, Wells Fargo Advisors Financial Network
  • Intro: Laura Katic, Vice President & Regional Consultant, State Street Global Advisors

5:00 – 5:05pm

SHOOK Ones: My Best Idea

  • Richard Salvino, Merrill Private Wealth Management
  • Intro: LoriAnn LaSalle, Vice President | Business Manager, SHOOK Research

5:05 – 5:20pm

AI Doesn’t Rhyme with Dotcom

  • Scott Helfstein, Head of Investment Strategy, Global X ETFs
  • Moderator: Sascha Garzarella, Morgan Stanley Private Wealth Management
  • Intro: Mike Jennings, Regional Director, Global X ETFs

5:20 – 5:30pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

5:30 – 6:30pm

Cocktail Reception hosted by T. Rowe Price / Oak Hill Advisors


Dine-Arounds with Partners