2023 Forbes | SHOOK Top Teams Summit

Eden Roc Miami Beach - 4525 Collins Ave, Miami Beach, FL - February 21-23, 2023

SOLD OUT

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Eden Roc Miami Beach

4525 Collins Ave, Miami Beach, FL
February 21-23, 2023

Tuesday, Feb. 21 at 4pm - Welcome Reception!

Photo op: Take home your picture on the cover of Forbes!

Top Teams & RIAs

Sample Sessions

CE Credits Available

Fastest Growing Teams
The Science behind Successful Advisory Teams
What are the Best Team Structures
Compensating and Motivating Teams
Building the Team of the Future
SHOOK® Showdown – Best Team Idea Competition
Overcoming the Bottleneck of Your Business
Plus… tracks for analysts, client service and leaders

Shook Research

SOLD OUT!

Vouchers are still being accepted. Please contact us if you have any questions or if you are using a voucher. events@shookresearch.com

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Write your Best Idea:

Speakers:

Jennifer Morgan

Global Head of Portfolio Operations
Blackstone

Zach Vaughan

Managing Partner,
Real Estate at Brookfield

Calvin Johnson

Pro Football Hall of Fame
Inductee Class of 2021

Kevin O’Leary

Chairman, O’Leary Ventures
Star of Shark Tank

Al Chu

Portfolio Manager
Newton Investment Management

Brian Gallary

Head of Strategy & Consulting
First Trust Portfolios L.P.

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Raj Dahnda

Global Head of Wealth Management
Ares Wealth Management Solutions

Patrick McAndrew

Founder & CEO
HARA

Matt McLennan

Co-Head of Global Value Team
& Portfolio Manager
First Eagle Investments

R.J. Shook

Co-Founder & President
SHOOK Research,
Senior Forbes Contributor

Liz Shook

Co-Founder & COO
SHOOK Research

and more…

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.