Forbes/SHOOK On-The-Road Regional Event 2023 - Chicago | SHOOK® Research, LLC. | 30 November 2023 | JW Marriott Chicago, 151 W Adams St, Chicago, IL 60603, USA

Exclusively for Top Advisors, RIAs & Teams

Sample Sessions:
• How the Best Become the Best
• Choosing the Right Alternatives in an Inflationary Environment
• SHOOK Ones-Best Ideas from Top Advisors
• How to Screen and Select Managers
• Building the Team of the Future
• Investment Panel – Where are the Opportunities

2023 Speakers

MODERATOR:

Debbie Michaelson
Principal, Blackstone Private Wealth Solutions

Peter Lazor
Market Leader, J.P. Morgan Wealth Management

SPEAKERS:

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

Eric Hayes
Morgan Stanley Wealth Management

Chris Brady
Regional Vice President, Pacifc Life

Andrew Park
Principal, Blackstone Credit

Andrew Fenet
Managing Director, Blackstone Real Estate

Matt Sommer
Head of Specialist Consulting Group, Janus Henderson Investors

Alex Marks
Citi Personal Wealth Management

Richard Bernstein
CEO & CIO, Richard Bernstein Advisors

Emily Liao
Equity Investment Director, Capital Group, Home of American Funds

Mike Arone
Chief Investment Strategist, State Street Global Advisors SPDR ETFs

Bill McManus
Vice President, Hartford Funds

Bob Stein
Deputy Chief Economist, First Trust Advisors

Dennis Schuh
Chief Originations Officer, Starwood Property Trust

Kevin Lynch
Morgan Stanley Private Wealth Management

Jacob Pottschmidt
J.P. Morgan Wealth Management

Frank Berland
Managing Partner, SHOOK Research

2023 Partners

• Blackstone
• First Trust
• Janus Henderson Investors
• Richard Bernstein Advisors
• Capital Group
• Hartford Funds
• Pacific Life
• Starwood
• Fidelity
• Invesco
• PGIM Investment
• State Street SPDR