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Agenda
Time, Session and Speaker
| Time | Title | Speaker |
|---|---|---|
| 1:00-1:10pm | Opening Remarks | RJ Shook, Founder, SHOOK Research & Senior Forbes Contributor |
| 1:10-1:15pm | Invesco’s Total CX | Debbie Michaelson, Market Leader & Sr. Advisor Consultant, Invesco |
| 1:15-1:45pm | Answering the Key Questions You are Getting from Clients | Brian Levitt, Global Market Strategist, Invesco |
| 1:45-1:55pm | How Innovation is Changing Everything: Invesco QQQ | Richard Callaghan, Market Leader & Sr. Advisor Consultant, Invesco |
| 1:55-2:25pm | Positioning Portfolios for FED Tightening and the Risk of Persistent Inflation | Kathy Kriskey, Product Strategist, Commodities & Alternatives, Invesco Taylor Watts, Sr. Client Portfolio Manager, Invesco Global Senior Loans Moderator: Brian Levitt, Global Market Strategist, Invesco |
| 2:25-2:40pm | Best Practice Workshop | |
| 2:40-2:45pm | SHOOK One’s – My Best Idea | Nick LoMaglio, UBS Wealth Management |
| 2:45:2:55pm | Break | |
| 2:55-3:40 | Changing the Guard | Gary DeMoss, Managing Director, Consulting Development & Delivery, Invesco Global Consulting Wayne Badorf, Executive Consultant, Invesco Global Consulting |
| 3:40-4:25pm | Succession Planning Workshop | Gary DeMoss, Managing Director, Consulting Development & Delivery, Invesco Global Consulting Wayne Badorf, Executive Consultant, Invesco Global Consulting |
| 4:25-4:45pm | Leading Change | Steve Hefter, HLM Capital Wealth Management Moderator: Wayne Badorf, Executive Consultant, Invesco Global Consulting |
| 4:45-4:50pm | SHOOK Ones – My Best Idea | |
| 4:50-5:00pm | Closing Remarks | Frank Berland, Managing Partner, SHOOK Research |