For good and valuable consideration, including the opportunity to attend or participate in certain events organized or sponsored by SHOOK Research (collectively, “Events”), the receipt and sufficiency of which is acknowledged, I hereby understand, acknowledge and agree to the following:
SHOOK Research reserves the right to photograph, film/videotape me and record my voice at any and all Events (collectively, “Recordings”), and to use the Recordings and any material I provide and my name, voice, likeness, image and information about me (collectively, the “Appearance”), and I hereby grant SHOOK Research the permission to do so.
SHOOK Research may use, without requiring my express permission at each instance, the Appearance in publications or other media material produced, used, or contracted by SHOOK Research including but not limited to: brochures, invitations, newspapers, magazines, presentations, websites, advertising, publicity, public displays, and exhibitions, etc.
I hereby freely and without restraint consent to and give unto SHOOK Research and its subcontractors, agents, successors and assigns or anyone authorized by SHOOK Research (collectively referred to herein as the "Releasees") the unrestrained right in perpetuity to own, utilize, or alter the Recordings, in any manner the Releasees may see fit and for any purpose whatsoever, all of the foregoing to be without limitation of any kind. I hereby stipulate that the Recordings are the property of SHOOK Research to do with as it will, in perpetuity and in all languages, for all now known and/or hereafter existing uses, media, and forms, including, without limitation, all copyrights and related rights.
Releasees may utilize the Recordings or not as they choose in their sole discretion without affecting the validity of this Agreement. I hereby waive the benefits of any provision of law known as “droit moral” and/or “moral rights” or any similar law in any jurisdiction. It is understood and agreed that SHOOK Research shall have the right to combine the Appearance with any other materials of SHOOK Research and SHOOK Research shall have the right to edit, rearrange, vary, change, alter, modify, and to, and delete any portion of the Appearance.
I hereby waive to the fullest extent that I may lawfully do so, any causes of action in law or equity I may have or may hereafter acquire against the Releasees or any of them for libel, slander, invasion of privacy, copyright or trademark violation, right of publicity, or false light arising out of or in connection with the utilization by the Releasees or another of the Appearance or Recordings.
I hereby irrevocably release SHOOK Research (including its licensees and assigns) from any claims of any nature (including rights of privacy and publicity) with respect to the use of the Appearance or Recordings and/or the rights granted herein. I will indemnify and hold harmless SHOOK Research, its successors, assigns, affiliates, licensees, sub-distributors, agents, officers, directors, employees, and shareholders from and against all costs, damages and claims arising from any and all claims involving the use of the Appearance or Recordings, and/or any breach or alleged breach by me of any representation, warranty or agreement hereunder.
I understand that if I do not wish to have my Appearance recorded for distribution, I will make notify, during the applicable Event, the photographer and/or the Event organizers, and/or notify, in advance of the applicable Event, SHOOK Research via e-mail at contact@shookresearch.com, failing either of which, I will be deemed to have consented to the Recording.
I understand that I may not use, copy, distribute, download, share, alter or modify any Recordings without the advance written permission of an authorized designee from SHOOK Research.
By [checking this box], I hereby certify that I am over the age of eighteen, and that I have read, understood, and agreed to the foregoing; that I have had the chance to have my own legal counsel advise me about this document and that I have either done so or freely decided not to do so; and that other than as specified herein, SHOOK Research has not said or promised anything to induce me to grant the permission and release herein.
Speakers:
Richard Bernstein
CEO & CIO
Richard Bernstein Advisors
Glenn August
Founder & CEO
Oak Hill Advisors
Meghan Donoghue
Principal
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
Chairperson
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
Invesco
Lindsey Nacht
Vice President | Director of Operations
SHOOK Research
Matthew Bartolini
Head of SPDR® Americas Research
State Street Global Advisors
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
6:30pm
Dine-Arounds with Partners
Cancellation Policy
Cancellations made prior to three weeks from the start of the event are subject to a $100 cancellation fee. If a cancellation is made within three weeks from the start of the event, no refund will be given. This is an invite only event.
