Forbes/SHOOK On The Road Regional Event 2024 - Chicago | SHOOK® Research, LLC. | 3 December 2024 | JW Marriott Chicago, 151 W Adams St, Chicago, IL 60603, USA

Venue
JW Marriott Chicago
JW Marriott Chicago, 151 W Adams St, Chicago, IL 60603, USA

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Event Date Tue Dec 3 CST (9 days ago)
In your timezone (EST): Tue Dec 3 1:00am - Tue Dec 3 1:00am
Location JW Marriott Chicago
151 W Adams St, Chicago, IL 60603, USA
Region Americas
Details

Our Mission:
• For the Public: We help families better reach their life’s goals with more meaning by helping them find high-quality, trusted advisors.
• For the Industry: We help advisors make a difference in the lives of millions of families.
• For the World: We save children’s lives by seeking and funding life-saving pediatric cancer treatments.

Session:
• "Leading with Purpose" R.J. Shook
• Shook Ones – Best Ideas from America's Top Advisors
• Building the Team of the Future
• Choosing the Right Alternatives in an Inflationary Environment
• Investment Panel - Where are the Opportunities

Speakers

2024 Speakers

MODERATOR:

Vipul Shah
Morgan Stanley Wealth Management

David Heide
RBC Wealth Management

Cory Osekowski
Vice President, Senior Advisor Consultant, Invesco

Brian Kasal
FourStar Wealth Advisors

Thomas Ryan
Hedeker Wealth

Debbie Michaelson
Principal, Blackstone Private Wealth Solutions

Eric Hayes
Morgan Stanley Wealth Management

Kristin Buikema
Senior Alternative Investment Specialist, T. Rowe Price

SPEAKERS:

Andrew Winer
Managing Director, COO-Registered Funds, OHA

Michael Arone
Chief Investment Strategist, State Street Global Advisors

Scott Helfstein
Head of Investment Strategy, Global X ETFs

Viral Patel
Chief Executive Officer, Blackstone Private Equity Strategies

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

Aaron Schaechterle
Portfolio Manager, Research Analyst, Janus Henderson Investors

Max Swango
Head of Global Client Portfolio Management, Invesco

Marc Zahr
Co-President & Head of Real Estate, Blue Owl

Lindsey Nacht
Vice President | Director of Operations, SHOOK Research

Aaron Opdyke
Senior Economist, First Trust

David Gaito
Head of Direct Lending, Fidelity Investments

Sponsors & Partners

2024 Partners

• Blackstone
• Blue Owl
• Fidelity Investments
• First Trust
• Global X
• Invesco
• Janus Henderson Investors
• State Street Global Advisors
• T.Rowe Price