Forbes | SHOOK Atlanta
This workshop will cover: team leadership and management, innovation and custom portfolios.

Agenda
4:00 - 4:05pm
Welcome / Open Remarks
Jim Totten, Market Leader, Invesco
4:05 - 4:30pm
The Science Behind Success: How Every Advisor Should Plan for The Future
R.J. Shook, Co-Founder & President, SHOOK Research, Senior Forbes Contributor
4:30 - 4:40pm
State of The Advisor
R.J. Shook, Co-Founder & President, SHOOK Research, Senior Forbes Contributor
KT Gallo, Executive Consultant, Invesco Global Consulting
4:40 - 5:15pm
Constructing and Managing a Synergistic Team
KT Gallo, Executive Consultant, Invesco Global Consulting
5:15 - 5:20pm
Invesco QQQ ETF: Invest with Innovators
Jim Totten, Market Leader, Invesco
5:20 - 5:35pm
A View from the Top – A Panel Discussion on Optimizing Your Team
Moderator: KT Gallo, Executive Consultant, Invesco Global Consulting
Laura Wellon, UBS Wealth Management
Graham Roberts, Morgan Stanley Wealth Management
5:35 - 6:10pm
Customized Fixed Income Portfolios for HNW Clients
Tim Benzel, Head of Invesco Managed Accounts Fixed Income, Invesco
Nate Dierking, Divisional Sales Director
6:10 - 6:15pm
Closing Remarks
Jim Totten, Market Leader, Invesco
6:15 - 7:30pm
Cocktails and Hors d’oeuvres