Forbes/SHOOK Top Women Advisor Summit 2023 | SHOOK® Research, LLC. | 30 May 2023 | Eau Palm Beach Resort & Spa, 100 S Ocean Blvd, Manalapan, FL 33462, USA

Agenda Topics:
• Inspiring Women: Growing Your Practice and Impact
• Best Idea Competition
• Washington Watch – A Discussion on Politics, Policy and the Economy
• My Best Idea
• Building a Purposeful Practice
• Bright Spots and Stormy Skies: The Economic Outlook in This Unique Business Cycle
• Benefits of Infrastructure in a Client’s Portfolio
• Fearless: Women’s Role in Driving Wealth
• Conversation with America’s #1 Woman Advisor
• Harness Your Superpowers: Key Strategies That Drive Client Acquisition & Growth
• International Investing: Navigating New Realities
• Translating Passion into Purpose: Liz Elting in Her Own Words
• Misconceptions and Realities: The State of the Current Real Estate Cycle
• Looking Forward: Succession Planning
• Portfolio Construction and Strategy: Trends and Opportunities
• Reflection, Regulation, Fueling, Sleep, and Movement—What Works!
• Capturing the Upside: Strategies for Commodities Investing Now
• Technological Convergence: Creating the Opportunity for Super-Exponential Growth

2023 Speakers

Lisa Kueng
Managing Director, Business Development, Invesco Global Consulting

Rona Gilbert
Senior Vice President, Divisional Sales Director, Invesco US

Jennifer Tarsney
Managing Director, Advisor Advancement Institute, New York Life Investments

Amy Schoenherr
SVP, Director of FA & Manager Recognition, Wells Fargo Advisors

Ellen Bailey
Head of Advisor Development, Morgan Stanley Wealth Management

Liz Shook
Co-Founder & COO, SHOOK Research

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

Libby Cantrill
Head of Public Policy, PIMCO

Lindsay Hans
President & Co-Head, Merrill Lynch Wealth Management

Ivana Knezevic
Executive Vice President, Strategic Accounts, PIMCO

Kara Scannell
Ameriprise Financial Services

Becky Anderson
Edward Jones

Mary Mullin
Merrill Lynch Wealth Management

Janice Musselwhite
Senior Vice President, Gabelli Asset Management

Lara Rhame
Chief U.S. Economist, FS Investments

Kirsten Pickens
Managing Director & Co-Head of U.S. Distribution, FS Investments

Tara Davies
Partner, Global Head of Core Infrastructure & Co-Head of European Infrastructure, KKR

Paula Campbell Roberts
Managing Director & Chief Investment Strategist, Private Wealth Partners, KKR

Corry Hyer
Director & NY Regional Manager, KKR

Lara Roman
Market Leader, Private Wealth Management, State Street Global Advisors SPDR ETFs

Colleen O’Callaghan
J.P. Morgan Wealth Management

Keeyana St. Aubin
Senior Analyst, SHOOK Research

Kim Hansen
Founder, VersiFi Private Wealth

Nedra Agnew
Merrill Lynch Wealth Management

Kadi Simile
Vice President, CAIS

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

Nelrae Ali
Wells Fargo Advisors

Callie Almes
Senior Associate VP | Project Leader, SHOOK Research

Liz Elting
Founder & CEO, The Elizabeth Elting Foundation

LoriAnn LaSalle
Senior Associate VP | Business Manager, SHOOK Research

Paula Schneider
President & CEO, Susan G. Komen

Michael Solomon
Forbes Life Editor

Dana Petitto
Managing Director, Real Estate, Brookfield Oaktree Wealth Solutions

Nicole Pecoraro
Senior Vice President, Brookfield Oaktree Wealth Solutions

Mary Jo Harper
Merrill Lynch Wealth Management

Mary Sexton
Morgan Stanley Wealth Management

Allison Straub
Vice President, Capital Group, Home of American Funds

Liz Dennis
Head of Private Wealth Management, Morgan Stanley Wealth Management

Debbie Michaelson
Principal, Blackstone Private Wealth Solutions

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

Diane Snowden
Head of the Advisor Solutions Group, Janus Henderson Investors

John Stemmerman
Senior Vice President & Head of Performance Talent, EXOS

Ginevra Czech
Director of Client Value-Add Programs, FS Investments

Lisa Howe
NEST Capital, Wells Fargo Advisors Financial Network

Jenny DeSeno
Associate VP | Project Leader, SHOOK Research

Al Chu
Portfolio Manager, Newton Investment Management

Missy Spickler
Merrill Lynch Wealth Management

Leslie Lauer
UBS Private Wealth Management

Rona Gilbert
Senior Vice President, Divisional Sales Director, Invesco U.S.

Jeannie Underwood-Kotner
Senior Vice President & Head of Global Atlantic Consulting, Global Atlantic Financial Group

Cathie Wood
CEO & CIO, ARK Investment

Ali Urman
Genomic Revolution Analyst, ARK Investment

Frank Berland
Managing Partner, SHOOK Research

Ali Phillips
Obermeyer Wood Investment Counsel

Lindsey Nacht
Senior Associate VP | Director of Research, SHOOK Research

Kathleen McCarthy
Global Co-Head of Real Estate, Blackstone

Jeanette Pieper
Managing Director, Blackstone Private Wealth Solutions

Patricia Baum
RBC Wealth Management

Patti Brennan
Key Financial, Inc.

Jordan Merrill
Senior Analyst, SHOOK Research

Magay Shepard
Stifel

Michelle Mayer
Merrill Private Wealth Management

Madison Rizzo
Senior Analyst, SHOOK Research

Tony Crescenzi
Portfolio Manager & Market Strategist, PIMCO

Cady Johnson
Divisional Sales Manager, U.S. Global Wealth Management, PIMCO

Jessica Kartzinel
UBS Wealth Management

Robin Thomas
Truist

Wayne Roberts
Head Of New Market Opportunities, Edward Jones

Erick Lopez
Senior Analyst, SHOOK Research

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

Liz Shook
Co-Founder & COO, SHOOK Research

MODERATORS:

Jennifer Povlitz
UBS Division Director, Wealth Management USA

Linda Modico
UBS Wealth Management

Anna Winderbaum
Morgan Stanley Private Wealth Management

Shareen Luze
Head, Culture, & Field Experience, RBC Wealth Management

Kimberly Sanders
Senior Vice President, Strategic Wealth Services, LPL Financial

Angelia Hunter
Senior Vice President & Sales Development Manager, Capital Group, Home of American Funds

Wendy Holmes
UBS Private Wealth Management

Audree Begay
Ameriprise Financial Services

Katie Hancock
Morgan Stanley Wealth Management

Caroline Gundeck
Managing Director & Head of PWM Client and Field Engagement, Morgan Stanley Wealth Management

Mary DiChristofano
Morgan Stanley Private Wealth Management

Cynthia Chamberlayne
Senior Investment Consultant, BNY Mellon Investment Management

Heather Crist
Head of Field Engagement, UBS Wealth Management USA

Rebecca Burke
Vice President & Product Specialist, ARK Investment

Ken Correa
Managing Director & National Business Development Executive, Merrill Lynch Wealth Management

Julie Shechtman
Morgan Stanley Wealth Management

Jennifer Tarsney
Managing Director, Advisor Advancement Institute, New York Life Investments

Courtney Janssen
Principal, Blackstone Private Wealth Solutions

2023 Partners

• Blackstone
• BNY Mellon
• Brookfield Oaktree
• CAIS
• Capital Group
• FS
• Gabelli Funds
• Global Atlantic Financial Group
• Invesco QQQ
• Janus Henderson Investors
• KKR
• New York Life Investments
• Pimco
• Kesolute
• State Street Global Advisors