Forbes/Shook On-The-Road Teams Event 2023 - Boston | SHOOK® Research, LLC. | 5 December 2023 | Hyatt Regency Boston, 1 Ave. de Lafayette, Boston, MA

CE Credits Available

• How the Best Become the Best
• Choosing the Right Alternatives in an Inflationary Environment
• 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

Trevor Byrne
Morgan Stanley Wealth Management

Joe Daly
Senior Investment Consultant, Thornburg

Jackie Wilke
Vice President & Advisor Consultant, First Trust

Ryan Larson
Co-Equal Head Portfolio Manager, Strategic Income Management

Tom Desiderio
Regional Vice President, Resolute Investment Managers

Mike Arone
Chief Investment Strategist, State Street Global Advisors SPDR

Raj Sharma
Merrill Private Wealth Management

James Libutti
Regional Consultant, State Street Global Advisors SPDR

Gabrielle Clemens
RBC Wealth Management

Jenny DeSeno
Associate VP | Project Leader, SHOOK Research

Lara Castleton
U.S. Head of Portfolio Construction and Strategy, Janus Henderson Investors

Brian Arcara
Director, Advisor Solutions Group, Janus Henderson Investors

Eric Muller
OCREDIT CEO, Oak Hill Advisors

Larry Weissman
Cerity Partners

Raj Pathak
Morgan Stanley Wealth Management

Dylan Ferrante
Marketing Analyst, SHOOK Research

Carlos Whitaker
Senior Managing Director, Blackstone Credit

Frank Cohen
Senior Managing Director, Blackstone Real Estate

John Cronin
Managing Director, Blackstone Private Wealth Solutions

John Gaines
Principal, Blackstone Private Wealth Solutions

Garret Overlock
Managing Director, Acquisitions, Starwood Capital Group

Victor Livingstone
Morgan Stanley Private Wealth Solutions

Kirk Willett
East Coast Lead, Starwood Capital

Brian Strachan
Morgan Stanley Private Wealth Management

Jim Fair
UBS Wealth Management

Eric Ring
Divisional Sales Head, Janus Henderson Investors

Mary Mullin
Merrill Wealth Management

Peter Princi
Graystone Consulting from Morgan Stanley

Jeff Murphy
Market Leader, Invesco

Frank Berland
Managing Partner, SHOOK Research

2023 Partners

• BNY Mellon Investment Management
• Invesco
• Janus Henderson Investors
• State Street
• Merrill
• Morgan Stanley
• UBS
• Wells Fargo
• Ameriprise Financial
• LPL Financial
• Baird
• J.P. Morgan Asset Management
• Northwestern Mutual
• Fidelity Investments
• First Republic Private Wealth Management
• Edward Jones
• Stifel
• OppenHeimer