Forbes/SHOOK On-The-Road Regional Event 2023 - New York | SHOOK® Research, LLC. | 26 April 2023 | New York Hilton Midtown, 1335 6th Ave, New York, NY 10019, 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

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

Jeff Erdmann
Merrill Private Wealth Management

Richard Bernstein
CEO & CIO, Richard Bernstein Advisors

Ross Stevens
Founder & CEO, Stone Ridge Asset Management

Maria Karahalis
Equity Investment Director & Portfolio Strategy Manager, Capital Group, Home of American Funds

Brad Marshall
Sr. Managing Director, Blackstone Credit

Ryan Issakainen
Senior Vice President & ETF Strategist, First Trust

Adam Hetts
Global Head of Portfolio Construction & Strategy, Janus Henderson Investors

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

Matthew McLennan
Co-Head of the Global Value Team & Portfolio Manager, First Eagle Investments

and more…

2023 Partners

• Blackstone
• BNY Mellon
• Capital Group
• Calamos
• Davis Advisors
• First Eagle Investments
• First Trust
• Invesco QQQ
• Janus Henderson Investor
• PGIM Investments
• State Street SPDR
• RBA
• Merrill
• Morgan Stanley
• UBS
• Wells Fargo Advisors
• Ameriprise Financial
• LPL Financial
• Baird
• J.P Morgan Wealth Management
• Northwestern Mutual
• Fidelity Investments
• First Republic Private Wealth Management
• Edward Jones
• Stifel
• Stone Ridge
• Oppenheimer