2025 Forbes | SHOOK Top Women Advisor Summit Agenda

TIME

EVENT

PLACE

3:30 - 6:00pm

REGISTRATION

REGISTRATION HALL

5:00 – 6:00pm

WELCOME RECEPTION

OCEAN BALLROOM & FLAGLER HALL

6:30pm

GALA DINNER

GRAND BALLROOM

6:45pm

Welcome to Our Special Event

• Liz Shook, Co-Founder & COO, SHOOK Research

6:55pm

Soft Serve

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

7:10pm

Increasing Meaning, Purpose, and Fit

• Jennifer Moss, Future Focused Workplace Expert, Award Winning Author, Journalist

TIME

EVENT

PLACE

7:00am - 4:00pm

REGISTRATION

REGISTRATION HALL

7:00 – 8:00am

BREAKFAST

FLAGLER HALL

8:00 – 8:05am

Coffee with Lizzy

• Liz Shook, Co-Founder & COO, SHOOK Research

GRAND BALLROOM

8:05 – 8:15am

SHOOK Ones: My Best Idea

• Nazie Saffari, Merrill Wealth Management
• Moderator: Eric Schimpf, President and Co-Head, Merrill Wealth Management

8:15 – 8:35am

Cutting Through the Clamor in Today’s Markets

• Emily Roland, Co-Chief Investment Strategist, Manulife John Hancock Investments
• Moderator: Nancy Daoud, Ameriprise Financial Services
• Intro: Andrew McFetridge, Head of Strategic Relationships & Investment Specialists, Manulife John Hancock Investments

8:35 – 8:40am

SHOOK Ones: My Best Idea

• Sharon Cunningham, Morgan Stanley Wealth Management
• Intro: Jeremy Shook, Junior, Emory University

8:40 – 9:00am

Why She Chooses You – Women, Wealth, and Wisdom

• Jeannie Underwood-Kotner, Senior Vice President & Head of Global Atlantic Consulting, Global Atlantic Financial Group

9:00 – 9:20am

Standing Strong with Susan G. Komen

9:20 – 9:35am

REFRESHMENT BREAK

FLAGLER HALL

9:35 – 9:55am

Logistics Real Estate: Continued Outperformance Amid Tariffs, Inflation & Market Volatility

• Julie Solomon, Co-Head of Ares Global Real Estate
• Moderator: Liz Jones, Head of Ares Private Wealth Partnerships

GRAND BALLROOM

9:55 – 10:00am

SHOOK Ones: My Best Idea

• Heather Goodbody, Merrill Private Wealth Management
• Intro: Jacob Shook, Senior Analyst, SHOOK Research

10:00 – 10:20am

Engaging with Your Clients During Uncertainty

• Mary Mullin, Merrill Wealth Management
• Bonnie Mitten, Morgan Stanley Wealth Management
• Moderator: Allison Bonds Mazza, Head of Intermediary, State Street Global Advisors
• Intro: Madison Rizzo, Associate VP | Partnerships, SHOOK Research

10:20 – 10:40am

Today’s Evolving Real Estate Market

• Wesley LePatner, Global Head of Blackstone Core+ Real Estate, CEO of BREIT
• Andy Drasites, Senior Managing Director, Blackstone Real Estate
• Moderator: Wendy Holmes, UBS Private Wealth Management
• Intro: Jeanette Pieper, Managing Director, Blackstone Private Wealth

10:40 – 11:00am

Serving the Unique Needs of HNW Families and Single Family Offices

• Judy Spalthoff, Managing Director, Head of Family Office Solutions, UBS Financial Services
• Michelle Hanson, Merrill Wealth Management
• Moderator: John Nersesian, Head of Advisor Education, PIMCO
• Intro: Jon Fessel, Senior Vice President, Account Manager, PIMCO

11:00am – 11:15pm

SNACK BREAK

FLAGLER HALL

11:15am – 12:15pm

ROUNDTABLES – PLAZA I, OCEAN I, OCEAN II, OCEAN FRONT LAWN
*PLEASE REFER TO THE BACK OF YOUR BADGE FOR YOUR ROOM ASSIGNMENT*

12:15pm

LUNCH

GRAND BALLROOM

12:15 – 12:20pm

Raise Update from Susan G. Komen CEO Paula Schneider

• Paula Schneider, President & CEO, Susan G. Komen

12:20 – 12:25pm

Forbes | SHOOK Directory Exclusive Offer

12:25 – 12:30pm

SHOOK Ones: My Best Idea

• Lisa Wolf, Morgan Stanley Private Wealth Management
• Intro: Callie Askins, Senior Associate VP | Project Leader, SHOOK Research

12:45 – 1:00pm

2025 Luxury Travel – What’s Ahead

• Michael Solomon, Forbes Life Editor
• Moderator: Stacee Crittenden, Merrill Wealth Management

1:00 – 1:20pm

Direct Indexing: Unlock Strategies to Turn Market Volatility into Opportunity

• Robert Holderith, Head of PGIM Custom Harvest, PGIM Investments
• Moderator: Ali Flynn Phillips, Obermeyer Wealth Partners
• Intro: Sinead Mitchell, V.P., Regional Sales Coordinator, SE FL Wires, PGIM Investments

1:20 – 1:40pm

From Headwinds to Tailwinds: Why Real Estate Deserves a Closer Look

• Julia Butler, Managing Director, CEO of KKR Real Estate Select Trust
• Moderator: Sarah Ponczek, UBS Private Wealth Management
• Intro: Sydney Klitzner, Director and Relationship Manager, KKR

1:40 – 1:55pm

REFRESHMENT BREAK

FLAGLER HALL

1:55 – 2:15pm

Private Credit: Capitalizing on a Growing Opportunity

• Nicole Drapkin, Senior Managing Director, Direct Lending Investment Team, Blue Owl

GRAND BALLROOM

2:15 – 2:20pm

SHOOK Ones: My Best Idea

• Lisa Detanna, Raymond James & Associates
• Intro: Jordan Merrill, Associate VP | Research Manager, SHOOK Research

2:20 – 2:40pm

How to Position Portfolios in the Second Half of 2025

• Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth
• Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
• Moderator: Lexie Head, Mercer Wealth Management | Sanctuary Wealth
• Intro: Marisa Calderon, Associate, Advisor Solutions Group, Janus Henderson Investors

2:40 – 3:00pm

Rethinking Safe Havens – A CIO’s Perspective on the Evolving Role of Alternatives

• Beth Anne Byrne, SVP, Investment Specialist, Liquid Alternatives, FS Investments
• Cameron Dawson, NewEdge Wealth
• Intro: Kirsten Pickens, Co-Head of U.S. Distribution, FS Investments

3:00 – 3:05pm

SHOOK Ones: My Best Idea

• Carrie Coghill, Coghill Investment Strategies
• Intro: LoriAnn LaSalle, Vice President | Business Manager, SHOOK Research

3:05 – 3:25pm

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

• Katherine Wood, Partner, TPG Capital
• Moderator: Prachi Makkar, Vice President, TPG
• Intro: Alexandra Heinicka, Vice President, TPG

3:25 – 3:40pm

SNACK BREAK

FLAGLER HALL

3:40 – 3:55pm

Developing Your Go-To-Market Strategy for the Business Owner Client Segment

• Michelle Mayer, Merrill Private Wealth Management
• Kellie Sheryak, UBS Private Wealth Management
• Moderator: Katie McKay, Head of Global Retail Distribution Enablement, Manulife John Hancock Investments

GRAND BALLROOM

3:55 – 4:05pm

SHOOK Ones: My Best Idea

• Teri Kelley, Morgan Stanley Wealth Management
• Moderator: Lindsay Starr, Managing Director, Head of Strategic Client Management, Morgan Stanley
• Intro: Kaili Moran, Planning Coordinator | Event Associate, SHOOK Research

4:05 – 4:20pm

Private vs. Public Markets in an Ever-Changing Global Economy

• Suzanne Donohoe, Chief Commercial Officer & Global Head of EQT-Ext
• Moderator: Anna Winderbaum, Morgan Stanley Private Wealth Management
• Intro: Marah Marshall, Head of Private Wealth Global Partnerships & Strategy, EQT

4:20 – 4:40pm

Ideas from the Winner’s Circle^®

• Colleen O’Callaghan, J.P. Morgan Wealth Management
• Moderator: Lisa Kueng, Managing Director of Business Development, Invesco Global Consulting
• Intro: Lili Jiang, Director, ETF Specialist, Invesco

4:40 – 5:10pm

SHOOK^® Best Idea Competition

• Liz Shook, Co-Founder & COO, SHOOK Research
• Frank Berland, Managing Partner, SHOOK Research
• Judge: Heather Hunt-Ruddy, Senior Managing Director, Central Division President, Wells Fargo Advisors
• Judge: John Rahal, Edward Jones Generations, Private Wealth
• Judge: Ken Correa, Managing Director, Head of Business & Client Development, Merrill Wealth Management

5:10 – 5:15pm

Let’s Get Cocktails!

• Frank Berland, Managing Partner, SHOOK Research

5:30 – 6:30pm

COCKTAIL RECEPTION

COURTYARD LAWN

TIME

EVENT

PLACE

8:00 - 9:00am

BREAKFAST

FLAGLER HALL

9:00 – 9:05am

Good Morning…More Coffee Please!

• Liz Shook, Co-Founder & COO, SHOOK Research

GRAND BALLROOM

9:05 – 9:25am

Leadership, Optimism, and Opportunity on the Road Ahead

• Cathy Saunders, Head of Global Corporate Communications, Franklin Templeton
• Moderator: Mary DiChristofano, Morgan Stanley Private Wealth Management
• Intro: Candice Kemeny, SVP, National Account Manager, U.S. Wealth Management Alternatives, Franklin Templeton

9:25 – 9:45am

From Laggard to Leader? Identifying AI Opportunities in Healthcare

• Tim McCarty, Research Analyst, Janus Henderson Investors
• Moderator: Kathleen Entwistle, Morgan Stanley Private Wealth Management
• Intro: Taylor Herron, Associate Director, Client Coverage Group, Janus Henderson Investors

9:45 – 10:05am

Changing the Guard: A Comprehensive Approach to Succession Planning

• Lisa Kueng, Managing Director of Business Development, Invesco Global Consulting

10:05 – 10:25am

Opportunities in Space – The New Frontier

• Stephanie DelPozzo, Strategy Manager of Space Mobility & Logistics, Blue Origin
• Moderator: Tim Maul, Head of Investor Relations, Balerion Space Ventures

10:25 – 10:40am

SNACK BREAK

FLAGLER HALL

10:40 – 11:00am

Top Advisors – Top Ideas

• Wendy Brewer, Wells Fargo Advisors
• Sharon Oberlander, Merrill Wealth Management
• Moderator: Kirsten Pickens, Co-Head of U.S. Distribution, FS Investments

GRAND BALLROOM

11:00 – 11:20am

New Ideas Around Client Engagement

• Kimberley Hatchett, Morgan Stanley Private Wealth Management
• Michelle Wood, Edward Jones
• Moderator: Rachel Razzano, Vice President, Account Manager, PIMCO

11:20 – 11:25am

SHOOK One’s: My Best Idea

• Cory Ann Skogrand, Ameriprise Financial Services

11:25 – 11:30am

Keep in Touch, Ladies!

• Liz Shook, Co-Founder & COO, SHOOK Research