2026 Forbes | SHOOK On-The-Road Regional Event

New York Hilton Midtown | New York, NY | March 25, 2026

SOLD OUT IN 2025

March 25, 2026

New York Hilton Midtown
1335 Avenue of the Americas, New York, NY


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!


Past Sessions

CE Credits: CFP 2.5 | IMCA 3

  • “Raising Your Team’s Percentile” R.J. Shook
  • The Broadening Market: Risk, Breadth & Reality
  • The Clear Case for Munis in a Clouded Credit Market
  • Investing in the Innovation Economy
  • SHOOK Ones: Best Ideas from America’s Top Advisors
  • Real Estate Enters the Next Phase of the Cycle
  • Identifying Bespoke Opportunities and Developing Unique Partnerships in Private Markets
  • Private Real Estate Equity - Driving Income & Growth
  • Ideas for Growing Your Practice


Speakers:


R.J. Shook

Chairman & Co-Founder
SHOOK Research
Senior Forbes Contributor

Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR ETFs

Zaneta Koplewicz

Co-President
Head of Shareholder Relations of BREIT
Blackstone

Abhi Arun

Managing Partner
Alkeon Capital

Michael Woolhouse

Co-Managing Partner
TPG GP Solutions

Max Swango

Managing Director & Global Head of Client Portfolio Management
Invesco Real Estate

Lotfi Karoui

Multi-Asset Credit Strategist
Co-Head of Client Solutions and Analytics
PIMCO

David Dowden

Managing Director & Portfolio Manager
MacKay Municipal Managers
New York Life Investment Management

Paul McGinn

Senior Vice President
Client Portfolio Manager, Fixed Income Strategy
First Trust

Wednesday,
March 25, 2026

CE Credits:
CFP 2.5 | IMCA 3


TIME

SESSION & SPEAKER

LOCATION

12:00 – 12:15pm

Raising Your Team’s Percentile

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

SUTTON COMPLEX

12:15 – 12:20pm

SHOOK Ones: My Best Idea

  • Todd Forman, Morgan Stanley Private Wealth Management
  • Intro: Jacob Shook, Associate VP | Rankings, SHOOK Research

12:20 – 12:40pm

The Broadening Market: Risk, Breadth & Reality

  • Michael Arone, Chief Investment Strategist, State Street Investment Management
  • Moderator: Benjamin Segal, UBS Wealth Management
  • Intro: John Faron, Senior Regional Consultant, State Street Investment Management

12:40 – 1:00pm

The Clear Case for Munis in a Clouded Credit Market

  • David Dowden, Managing Director & Portfolio Manager, MacKay Municipal Managers, New York Life Investment Management
  • Moderator: Andrew Billinghurst, Merrill Wealth Management
  • Intro: Jason Coburn, Advisor Consultant, New York Life Investment Management

1:00 – 1:20pm

Investing in the Innovation Economy

  • Abhi Arun, Managing Partner, Alkeon Capital
  • Intro: Yvonne Yeung Smith, Director, Business Development, Alkeon Capital

1:20 – 1:25pm

SHOOK Ones: Intention and Purpose for Team Development

  • Heather Goodbody, Merrill Private Wealth Management
  • Intro: Mike Hart, Regional Vice President, Relationship Manager, ProShares

1:25 – 1:45pm

Real Estate Enters the Next Phase of the Cycle

  • Zaneta Koplewicz, Co-President and Head of Shareholder Relations of BREIT, Blackstone
  • Moderator: Evan Steinberg, Morgan Stanley Private Wealth Management
  • Intro: Jeanette Pieper, Managing Director, Blackstone Private Wealth

1:45 – 2:00pm

NETWORKING BREAK

2:00 – 2:05pm

SHOOK Ones: Cultivating Multi-Generational Relationships

  • Peter Carolan, Stelvio Private Wealth | Wells Fargo Advisors Financial Network
  • Intro: Lindsey Winderman, Vice President | Director of Operations, SHOOK Research

2:05 – 2:25pm

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

  • Lotfi Karoui, Multi-Asset Credit Strategist, Co-Head of Client Solutions and Analytics, PIMCO
  • Moderator: John Byren, Merrill Wealth Management
  • Intro: Dan Hally, Private Wealth Director, PIMCO

2:25 – 2:45pm

Identifying Bespoke Opportunities and Developing Unique Partnerships in Private Markets

  • Michael Woolhouse, Co-Managing Partner, TPG GP Solutions
  • Moderator: Darren De Angelis, Principal, Head of Mid-Atlantic PWM Distribution, TPG
  • Intro: Prachi Makkar, Vice President, TPG

2:45 – 2:50pm

SHOOK Ones: Team Structure-Deepening Relationships with Clients

  • Lee Nesser, Merrill Wealth Management
  • Intro: Jordan Merrill, Associate VP | Senior Research Manager, SHOOK Research

2:50 – 3:10pm

Private Real Estate Equity - Driving Income & Growth

  • Max Swango, Managing Director & Global Head of Client Portfolio Management, Invesco Real Estate
  • Moderator: Jonathan Ross, VP, Market Leader & Senior Advisor Consultant, Invesco

3:10 – 3:30pm

Ahead of the Curve... Opportunities in Fixed Income

  • Paul McGinn, Senior Vice President, Client Portfolio Manager, Fixed Income Strategy, First Trust

3:30 – 3:50pm

Ideas for Growing Your Practice

  • Greg Mulligan, UBS Private Wealth Management
  • Kevin Pearly, SkyPath Private Wealth
  • Moderator: Jeanette Pieper, Managing Director, Blackstone Private Wealth

3:50 – 4:00pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:00 – 5:00pm

Cocktails

BEEKMAN

 

 

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