On-The-Road Teams Event 2021 | SHOOK® Research, LLC. | 11 November 2021 | Boston Marriott Long Wharf, 296 State St, Boston, MA 02109, USA

Venue
Boston Marriott Long Wharf
Boston Marriott Long Wharf, 296 State St, Boston, MA 02109, USA

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Event Date Thu Nov 11 EST (about 3 years ago)
Location Boston Marriott Long Wharf
296 State St, Boston, MA 02109, USA
Region Americas
Details

Exclusively for Top Advisors, RIAs & Teams

Sample Sessions:
CE Credits Available
• SHOOK Talks - Best ideas from Top Advisors
• The Future of Teams
• Creating a Winning Team Culture
• Team Structure & Efficiencies
• What's the right team structure to serve the affluent?
• Intergenerational Teams - How to structure, market and serve clients.
• Investment Panel - Where are the opportunities?
• Compensating and incentivizing team members

Speakers

2021 Speakers

Brett Winton
Director of Research, Ark-Investment

R.J. Shook
Founder & President, SHOOK Research

Richard Bernstein
Richard Bernstein Advisors

Mike Arone
Chief Investment Strategist, State Street Global Advisors

A.J. Agarwal
Sr. Managing Director, Real Estate, Blackstone

Liz Shook
COO & Co-Founder, SHOOK Research

Alan Barr
Portfolio Manager, First Eagle Investment Management

Brad Marshall
Sr. Managing Director, Credit, Blackstone

Mike Fox
Founder, The Mullingar Group