2026 Forbes | SHOOK On-the-Road Regional Event

Hyatt Regency Boston | One Avenue de Lafayette, Boston, MA | April 16, 2026

SOLD OUT IN 2025

April 16, 2026

Hyatt Regency Boston
One Avenue de Lafayette, Boston, MA


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

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


Bring your team!


Sample Sessions:

  • “Raising Your Team’s Percentile” R.J. Shook
  • SHOOK Ones: Best Ideas from America's Top Advisors
  • Building the Team of the Future
  • Private Credit: An Evolving Market’s Benefits for High Net Worth Clients
  • Optimizing Equity: Balancing Public-Private Allocations
  • The Implications of Private Alternatives in your Practice
  • Opportunities in Real Estate
  • Market Outlook: Navigating the Four Big Themes


Thursday,
April 16, 2026


 

TIME

EVENT

LOCATION

12:00 – 12:15pm

Raising Your Team’s Percentile

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

GRAND BALLROOM

12:15 – 12:20pm

SHOOK Ones: Cold Calling is Not Dead

  • Connor Strachan, Morgan Stanley Wealth Management
  • Intro: Jacob Shook, Associate VP | Rankings, SHOOK Research

12:20 – 12:40pm

Identifying Bespoke Opportunities and Developing Unique Partnerships in Private Markets

  • Michael Woolhouse, Co-Managing Partner, TPG GP Solutions
  • Moderator: Ari Weber, Merrill Wealth Management
  • Intro: Scott Martinho, Managing Director, Client and Capital Formation Group, TPG

12:40 – 1:00pm

The Rise of Active ETFs

  • Craig Ebeling, Vice President, Head of ETF Strategists, Fidelity Investments
  • Moderator: Lawrence Glazer, Mayflower Advisors
  • Intro: Christopher Buteau, Regional Director, Fidelity Investments

1:00 – 1:20pm

Private Real Estate Equity - Driving Income & Growth

  • James Brunger, Senior Director, Private Markets Specialist, Invesco
  • Moderator: Jake Dunn, Morgan Stanley Private Wealth Management
  • Intro: Jeff Murphy, Market Leader, Invesco

1:20 – 1:25pm

SHOOK Ones: Attracting Sophisticated Clients Through Portfolio Innovation

  • Paul Murray, Merrill Wealth Management
  • Intro: Lindsey Winderman, Vice President | Director of Operations, SHOOK Research

1:25 – 1:45pm

Companies NOT Countries - Why International

  • Ryan Quinn, Client Portfolio Manager, WCM Investment Management

1:45 – 2:00pm

NETWORKING BREAK

ADRIENNE SALON

2:00 – 2:05pm

Shook Ones: Growth Through Partnerships

  • Kevin Nichols, Morgan Stanley Wealth Management
  • Intro: Kaili Moran, Event Coordinator, SHOOK Research

2:05 – 2:25pm

Evolution of Private Credit: What Now and What’s Next?

  • Brett Condron, Managing Director, Head of Growth Markets, U.S. Global Wealth Management, PIMCO
  • Moderator: Victor Livingstone, Morgan Stanley Private Wealth Management
  • Intro: Mary Kralis Hoppe, Senior Vice President, Private Wealth Director, PIMCO

2:25 – 2:45pm

The Broadening Market: Risk, Breadth & Reality

  • Michael Arone, Chief Investment Strategist, State Street Investment Management
  • Moderator: Peter Princi, Graystone Consulting from Morgan Stanley
  • Intro: David Fredrick, Regional Consultant, Massachusetts, State Street Investment Management

2:45 – 3:05pm

Reimagining Financial Research Through a Multi-Dimensional Lens

  • Rafe Lewis, Head of Specialist Investment Research, BNY Investments Newton
  • Intro: Chris Grant, Regional Investment Consultant, BNY Investments

3:05 – 3:25pm

Building Your Team to Endure

  • Raj Sharma, Merrill Private Wealth Management
  • Marc Marotta, Merrill Private Wealth Management
  • Moderator: James Libutti, Vice President, Northeast Divisional Manager, Americas Wealth, State Street Investment Management

3:25 – 3:45pm

Escape Velocity: The Investment Case for the SpaceX IPO

  • Emerson Garnett, Principal, Balerion Space Ventures
  • Moderator: Henry Wheelwright, Stablepoint Partners

3:45 – 4:05pm

Effective Client Engagement

  • Peter Disch, Great Point Wealth Advisors
  • Ramzi Nuwayhid, Merrill Private Wealth Management
  • Moderator: Jeff Murphy, Market Leader, Invesco

4:05 – 4:10pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:10 – 5:10pm

Cocktails

ADRIENNE SALON

Speakers:


Michael Woolhouse

Co-Managing Partner
TPG GP Solutions

Michael Arone

Chief Investment Strategist
State Street Investment Management

Craig Ebeling

Vice President, Head of ETF Strategists
Fidelity Investments

R.J. Shook

Chairman & Co-Founder
SHOOK Research & Senior Forbes Contributor

Rafe Lewis

Head of Specialist Investment Research
BNY Investments Newton

James Brunger

Senior Director
Private Markets Specialist
Invesco

Brett Condron

Managing Director, Head of Growth Markets
U.S. Global Wealth Management
PIMCO

Ryan Quinn

Client Portfolio Manager
WCM Investment Management