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With Joel Greenblatt (Co-Chief Investment Officer, Gotham Funds), Brendan Ahern (CIO, Krane Shares), Christopher Davis (Chairman, Davis Advisors), Matt O'Connor (CEO, American Funds), Ron Baron (CIO, Baron Funds), Julie Genjac (MD, Hartford Funds), Bob Doll (Chief Equity Strategist, Nuveen).
Tuesday, September 10, 2019 at 01:30 PM   Not Known
Forbes on Fifth, 24 5th Ave
 
     
 
 
              

              
 
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EVENT DETAILS
About The Event
Forbes & SHOOK Research are teaming up to host a gathering of the world's top preeminent wealth advisors & their teams at the 2019 Forbes | Shook On The Road - Teams Event series. This exclusive forum will provide the industry's highest-level insights tailored for America's most elite advisors.1:30pm-5:30pm Sessions
Cocktails
Dine-Arounds
Photo op: take home your picture on the cover of Forbes!

Exclusively for Top Advisors, RIAs


Speakers

Top Advisors & RIAs
RJ Shook, Founder, SHOOK Research & Forbes Contributor
Joel Greenblatt, Managing Principal & Co-Chief Investment Officer, Gotham Funds
Bob Doll, Chief Equity Strategist, Nuveen
Ron Baron, CEO & Chief Investment Officer, Baron Funds
Christopher Davis, Portfolio Manager, Davis Advisors
Matthew McLennan, Head of Global Value Team, First Eagle
Brendan Ahern, Chief Investment Officer, KraneShares

Sample Sessions

CE Credits Available
SHOOK Talks - Best ideas from Top Advisors & RIAs
The Future of Advice: Meeting client expectations in a changing world
What's next for the market & economy?
Open dialogue with the fastest growing teams
Compensating team members

TIME
SESSION & SPEAKER
1:30 - 1:40 pm

Welcome Remarks

R.J. Shook, Founder, SHOOK Research & Forbes Contributor
1:40 - 1:45 pm

SHOOK Talks"

1:45 - 2:10 pm

Is Value Investing Dead... or Just Sleeping?

Joel Greenblatt, Managing Principal & Co-Chief Investment Officer, Gotham Funds
2:10 - 2:40 pm

Top Portfolio Managers Discuss Global Investment Strategies

Brendan Ahern, CIO, KraneShares
Christopher Davis, Chairman & Portfolio Manager, Davis Advisors
Matthew McLennan, Head of Global Value Team & Portfolio Manager of Global Fund & Overseas Fund, First Eagle
2:40 - 2:55 pm

Industry Trends & the Implications on the Future of Wealth Management

Matt O'Connor, Chairman & CEO, American Funds/Cap Group
2:55 - 3:10 pm

Marketing Your Team's Forbes Recognition

With Panel of Top Advisors
3:10 - 3:20 pm

Break

3:20 - 3:25 pm

SHOOK Talks

3:25 - 3:50 pm

Looking Forward - Growth Investing with Ron Baron

Ron Baron, CEO & CIO, Baron Funds
3:50 - 3:55 pm

SHOOK Talks

3:55 - 4:20 pm

Becoming the Longevity Advisor of the Future

Julie Genjac, Managing Director, Strategic Markets, Hartford Funds
With Panel of Top Advisors
4:20 - 4:25 pm

SHOOK Talks

4:25 - 4:55 pm

Outlook on the Market... & What's Ahead

Bob Doll, Chief Equity Strategist, Nuveen
4:55 - 5:00 pm

Closing Remarks

R.J. Shook, Founder, SHOOK Research & Forbes Contributor
5:00 - 5:45 pm

Cocktail Reception
 
 
 
 
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