2025 Forbes | SHOOK On-The-Road Regional Event

The Merchants Exchange | San Francisco | November 18, 2025

SOLD OUT 2024

November 18, 2025

The Merchants Exchange
15th Floor | The Julia Morgan Ballroom
465 California St., San Francisco, CA


Business Casual
10:30am Registration
11:00am General Session & Light Bites
3:00pm Cocktails
Dine-arounds with Partners Following

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


Bring your team!


Past Sample Sessions

  • "Leading with Purpose" R.J. Shook
  • SHOOK Ones: Best Ideas from America's Top Advisors
  • Building the Team of the Future
  • Choosing the Right Alternatives in an Inflationary Environment
  • Investment Panel - Where are the Opportunities
Shook Research

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Tuesday,
November 18, 2025


 

TIME

EVENT

11:00 – 11:10am

Raising Your Team’s Percentile

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

11:10 – 11:15am

SHOOK Ones: Ideas Around Growing Your Practice

  • Adrianne Yamaki, Strategic Wealth Capital
  • Intro: Jacob Shook, Senior Analyst | Next-Gen Lead, SHOOK Research

11:15 – 11:35pm

Unlocking Opportunities in Private Equity

  • Steve Cook, Managing Director, Blackstone Private Equity Group
  • Moderator: Michael LaVita, Principal, Blackstone Private Wealth Solutions

11:35 – 11:55am

Market Outlook: Position for Policy Pivots

  • Michael Arone, Chief Investment Strategist, State Street Investment Management
  • Moderator: Mike Krigel, Morgan Stanley Wealth Management
  • Intro: Ryan O’Carroll, Western Divisional Manager, State Street Investment Management

11:55am – 12:15pm

Five Considerations

  • Gibson Smith, Founder, Smith Capital Investors

12:15 – 12:20pm

SHOOK Ones: Financial Planning for Special Needs

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

12:20 – 12:40pm

Ideas from the Masters List

  • Ash Chopra, Syon Capital
  • Moderator: Mason Billock, VP, Market Leader, Invesco

12:40 – 1:10pm

Networking Lunch Break

1:10 – 1:30pm

Redefining Value Investing with Investigative Research

  • Cynthia Chamberlayne, Senior Investment Strategist - Advisor Enablement, BNY Investments
  • Intro: Carolyn Lis, SVP, Regional Investment Consultant, BNY Investments

1:30 – 1:35pm

SHOOK Ones: Empowering Your Team For Growth

  • Sandra Wang, Morgan Stanley Wealth Management
  • Intro: Luke Bartow, Associate VP | Event Programming, SHOOK Research

1:35 – 1:55pm

Private Equity in Focus: Identifying Bespoke Opportunities and Developing Unique Partnerships

  • Michael Woolhouse, Co-Managing Partner, TPG GP Solutions
  • Moderator: Robert Vaughan, Morgan Stanley Private Wealth Management
  • Intro: Matt Sekera, Managing Director, TPG

1:55 – 2:15pm

Seeking Attractive Risk-Adjusted Returns Across Cycles with Direct Lending

  • Christian Sabbagh, Vice President, Direct Lending Portfolio Strategist, Blue Owl
  • Moderator: Peter DiDominicis, Principal, Senior Market Leader, Blue Owl

2:15 – 2:35pm

Top Teams - How We Are Achieving Growth

  • Thomas Van Dyck, RBC Wealth Management
  • Ylisa Sanford, Morgan Stanley Wealth Management
  • Moderator: Mike Rose, VP, Regional Consultant, State Street Investment Management

2:35 – 2:55pm

Tomorrow Today: Investing in Space - The Rise of the Final Frontier

  • Patrick Haddox, CEO, Samara Aerospace
  • Moderator: Aidan Daoussis, Senior Associate, Balerion Space Ventures

2:55 – 3:00pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

3:00 – 4:00pm

Cocktails

Speakers:


Michael Arone

Chief Investment Strategist
State Street Investment Management

Cynthia Chamberlayne

Senior Investment Strategist
Advisor Enablement
BNY Investments

Christian Sabbagh

Vice President, Direct Lending Portfolio Strategist
Blue Owl

Steve Cook

Managing Director
Blackstone Private Equity Group

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Michael Woolhouse

Co-Managing Partner
TPG GP Solutions

Mason Billock

VP, Market Leader
Invesco

Gibson Smith

Founder
Smith Capital Investors