2025 Forbes | SHOOK On The Road Regional Event

JW Marriott | 151 W. Adams St., Chicago, IL | September 9, 2025

Register below - Sells out every year!

September 9, 2025

JW Marriott
151 W. Adams St., Chicago, IL

11:30am Registration & Light Bites
12:00pm Sessions
4:30pm Cocktails
Dine-Arounds with Partners Following

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


Exclusively for Top Advisors, RIAs & Teams


Sessions

CE Credits

  • R.J. Shook "Raising Your Team's Percentile"
  • SHOOK Ones: Best Ideas from America's Top Advisors
  • Optimizing Private Credit: Where Strategy Meets Manager Edge
  • The Good, The Bad, and The Uncertain: Investing Through Macro Inflections and Private Market Transformation
  • A Discussion on Private Credit Markets
  • Unlocking Opportunities with Private Equity
  • Capitalizing on Growing Opportunities in Real Assets
  • Allocating to Fixed Income: It's Not If But Where
  • Market Outlook: A Market in Suspense


Premier Partner Invesco QQQ
Shook Research

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Tuesday,
September 9, 2025


TIME

SESSION & SPEAKER

11:30am

REGISTRATION

12:00-12:10pm

Raising Your Team’s Percentile

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

12:10-12:15pm

SHOOK Ones: My Best Idea

  • Sarah Damsgaard, Graystone Consulting from Morgan Stanley
  • Intro: Lindsey Nacht, Vice President | Director of Operations, SHOOK Research

12:15-12:35pm

Optimizing Private Credit: Where Strategy Meets Manager Edge

  • Andrew Winer, Managing Director, Chief Operating Officer – Registered Funds, OHA
  • Moderator: Kevin Lynch, Morgan Stanley Private Wealth Management
  • Intro: Gabe Lewis, Alternative Investment Specialist, T. Rowe Price

12:35-12:55pm

The Good, The Bad, and The Uncertain: Investing Through Macro Inflections and Private Market Transformation

  • Anastasia Amoroso, Chief Investment Strategist, Partners Group

12:55-1:15pm

Ideas from The Masters List

  • Sharon Oberlander, Merrill Wealth Management
  • Moderator: Wayne Badorf, Managing Director, Consulting Strategy and Execution, Invesco Global Consulting

1:15-1:20pm

SHOOK Ones: My Best Idea

  • Benjamin Leshem, HLM Capital
  • Intro: Jacob Shook, Senior Analyst, SHOOK Research

1:20-1:40pm

Unlocking Opportunities with Private Equity

  • Viral Patel, Chief Executive Officer, Blackstone Private Equity Strategies

1:40-1:55pm

NETWORKING BREAK

1:55-2:00pm

SHOOK Ones: My Best Idea

  • AJ Johri, Morgan Stanley Wealth Management
  • Intro: Madison Rizzo, Associate VP | Partnerships, SHOOK Research

2:00-2:20pm

A Discussion on Private Credit Markets

  • John Christmas, Co-Head of Business Development & Investor Relations, HPS Investment Partners
  • Moderator: Joseph Silich, Morgan Stanley Wealth Management
  • Intro: Dimitri Loupakos, Executive Director, HPS Investment Partners

2:20-2:40pm

Capitalizing on Growing Opportunities in Real Assets

  • Meghan Donoghue, Principal, Real Assets Portfolio Strategist, Blue Owl
  • Moderator: Nicole Klotz, Principal, Blue Owl Capital

2:40-3:00pm

Market Outlook: A Market in Suspense

  • Michael Arone, Chief Investment Strategist, State Street Investment Management
  • Moderator: Andy Timmerwilke, Merrill Wealth Management

3:00-3:20pm

Navigating Securitized Markets

  • Nick Childs, Head of Structured and Quantitative Fixed Income, Portfolio Manager, Janus Henderson Investors
  • Moderator: William Lymangood, Morgan Stanley Wealth Management
  • Intro: Jonathan Root, Executive Director, Advisor Solutions Group, Janus Henderson Investors

3:20-3:40pm

International Growth Opportunities

3:40-4:00pm

Building the Right Portfolio with Alts and SMA’s

  • Darby Nielson, Chief Investment Officer, Fidelity Institutional Wealth Adviser
  • Moderator: Russell McLean, The McLean Wealth Management Group | Wells Fargo Financial Network
  • Intro: Bo Kreiling, Regional Director, Fidelity Investments

4:00-4:05pm

SHOOK Ones: My Best Idea

  • James Murphy, Merrill Wealth Management
  • Intro: Erick Lopez, Associate VP | Research, SHOOK Research

4:05-4:25pm

TBD

4:25-4:30pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:30-5:30pm

Cocktail Reception

Speakers:


America's Top Advisors & RIAs, plus...

Michael Arone

Chief Investment Strategist
State Street Investment Management

Anastasia Amoroso

Chief Investment Strategist
Partners Group

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

John Christmas

Co-Head of Business Development & Investor Relations
HPS Investment Partners

Andrew Winer

Managing Director
COO - Registered Funds
OHA

Meghan Donoghue

Principal, Real Assets Portfolio Strategist
Blue Owl

Nick Childs

Head of Structured & Quantitative Fixed Income Portfolio Manager
Janus Henderson Investors

Viral Patel

CEO
Blackstone Private Equity Strategies

Darby Nielson

Chief Investment Officer
Fidelity Institutional Wealth Adviser

Lindsey Nacht

Vice President
Director of Operations
SHOOK Research

Wayne Badorf

Managing Director
Consulting Strategy and Execution
Invesco Global Consulting

and more…