2025 Forbes | SHOOK On The Road Regional Event

TIME

SESSION & SPEAKER

12:00 – 12:10pm

The Infinite Team

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

12:10 – 12:15pm

SHOOK Ones: Our Team’s Best Idea

• Frank Delli Carpini, Morgan Stanley Wealth Management
• Intro: Jacob Shook, Senior Analyst, SHOOK Research

12:15 – 12:35pm

Ideas from the Platinum Club

• Edmund Agresta, Morgan Stanley Wealth Management
• Moderator: Jay Therrien, Managing Director of Executive Consulting, Invesco Global Consulting
• Intro: Jim Barker, Vice President, Market Leader, Senior Advisor Consultant, Invesco

12:35 – 12:55pm

Unlocking Opportunities with Private Equity

• Viral Patel, Chief Executive Officer, Blackstone Private Equity Strategies
• Moderator: Eddie Bernson, Principal, Blackstone Private Wealth Solutions

12:55 – 1:15pm

Not All Private Credit is Created Equal: Identifying Key Differentiators That Really Matter

• Randy Schwimmer, Vice Chairman, Investor Solutions, Churchill Asset Management
• Moderator: Ron Insana, Senior Analyst for CNBC
• Intro: Dave Flaherty, Managing Director, Market Leader – Garden State, Nuveen

1:15 – 1:20pm

SHOOK Ones: My Best Idea

• Anthony Shropshire, Merrill Wealth Management
• Intro: Jordan Merrill, Associate VP | Research Manager, SHOOK Research

1:20 – 1:40pm

Exploring a Growing Opportunity Set in Real Assets

• Jesse Hom, Senior Managing Director & Chief Investment Officer of Real Assets, Head of Real Estate Credit, Blue Owl
• Moderator: Meghan Donoghue, Principal, Real Assets Portfolio Strategist, Blue Owl

1:40 – 1:55pm

Networking Break presented by our Premier Partner Invesco QQQ

1:55 – 2:15pm

2025 ETF Market Outlook: Soft Landings and Bull Markets

• Michael Arone, Chief Investment Strategist, State Street Global Advisors
• Moderator: Robert Chen, Morgan Stanley Private Wealth Management
• Intro: John Faron, VP & Regional Consultant - NYC, State Street Global Advisors

2:15 – 2:20pm

SHOOK Ones: My Best Idea

• Suzanne Akian, Morgan Stanley Wealth Management
• Intro: Lindsey Nacht, Vice President | Director of Operations, SHOOK Research

2:20 – 2:40pm

Growing Investment Opportunities Within Sports, Media, and Entertainment

• Mark Affolter, Co-Head of Ares Sports, Media and Entertainment Opportunities and Co-Head of U.S. Direct Lending
• Moderator: Liz Jones, Head of Ares Private Wealth Partnerships

2:40 – 2:55pm

Opportunities When Historically Confident Investors Confront Record Uncertainty

• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
• Intro: George Stanevich, Executive Director, Advisor Solutions Group, Janus Henderson Investors

2:55 – 3:10pm

Allocating to Fixed Income: It’s Not If, But Where

• Nick Childs, Head of Structured & Quantitative Fixed Income, Portfolio Manager, Janus Henderson Investors
• Intro: Rocco Scanniello, Executive Director, Advisor Solutions Group, Janus Henderson Investors

3:10 – 3:25pm

Riding the Real Estate Recovery

• Donald Hall, Portfolio Manager, U.S. Cities Diversified Strategy & Global Head of Research, Nuveen Real Estate
• Moderator: Jill Bobigan, UBS Wealth Management

3:25 – 3:40pm

Fed Policy and Muni Market Impact

• Jonathan Wilhelm, Senior Vice President, Senior Portfolio Manager, First Trust
• Moderator: Tom Klingman, Klingman & Associates

3:40 – 4:00pm

The Evolution of ETF Investing

• Craig Ebeling, Vice President, ETF Strategist, Fidelity Investments
• Moderator: Ron Insana, Senior Analyst for CNBC
• Intro: David Harvey, Regional Director, Fidelity Investments

4:00 – 4:10pm

The Last Word

• Frank Berland, Managing Partner, SHOOK Research

4:10 – 5:10pm

Cocktail Reception hosted by Nuveen