A: Sunday, May 19
Monday: Welcome reception will begin at 5:00pm and lead into the Gala Dinner at 6:30pm
Q: When should I book my travel home?
A: Wednesday, May 22nd, 2:00pm or later. The summit concludes around noon.
Q: What is the attire?
A: Welcome Reception & Dinner Gala — Party chic attire!
Business Professional—dresses, suits, skirts, blouses
Q: When can my significant other attend?
A: Monday, May 20 at 5:00pm – Welcome Reception
Q: How can I get agenda updates?
A: Check our event page for agenda updates.
Q: Where can I access the agenda?
A: We will be updating our event page once it has been finalized. We will also be sending out the agenda to all registered attendees.
Q: Is there reserved seating?
A: Feel free to sit where you would like.
Q: Where is event registration?
A: Registration will be located off the lobby entrance to the left at Registration Hall.
Q: Is my significant other allowed to attend dinner on Wednesday night?
A: Unfortunately, this is an advisor-only dinner.
Q: Are meals included with my ticket?
A: Yes, the following meals will be included with your ticket.
Monday: Welcome Reception & Gala Dinner
Tuesday: Breakfast, lunch, and the cocktail reception
Wednesday: Breakfast
May 20: Welcome Reception, Gala Dinner (Sessions Begin)
May 21: Sessions, SHOOK® Showdown – Best Idea Competition, presented by PGIM, Cocktails, Dine-Arounds with Partners
May 22: Sessions conclude at 11:30am
SHOOK Connect
Looking to connect with the SHOOK Research analyst who interviewed you? Please visit our Directory Booth in the Exhibitor Area, or email contact@shookresearch.com
Photo op: Take home your picture on the cover of Forbes!
Top Advisors & RIAs
Sample Sessions
CE Credits
Become Priceless to Your Clients
Inspiring Women: Growing Your Practice and Impact
Building a Purposeful Practice
A Discussion on Politics, Policy and the Economy with Libby Cantrill
Standing Strong – Susan G. Komen
Not Your Typical Economic Cycle
Looking Forward: Succession Planning
Leading Your Way to Wellness
The Art and Power of Authentic Communication
Technological Convergence: Disrupting the Norm, Defining the Future
The Risk of Being Too Comfortable
Misconceptions and Realities: The State of the Current Real Estate Cycle
Celebrating Women Breaking The Glass Ceiling
Message Mapping: Getting to the Buying Zone
Building a Team to Outlast You
Deepening Relationships with Your Clients
SOLD OUT!
Vouchers are still being accepted. Please contact us if you would like to join our waitlist - events@shookresearch.com
Waiver and Release Agreement
For good and valuable consideration, including the opportunity to attend or participate in certain events organized or sponsored by SHOOK Research (collectively, “Events”), the receipt and sufficiency of which is acknowledged, I hereby understand, acknowledge and agree to the following:
SHOOK Research reserves the right to photograph, film/videotape me and record my voice at any and all Events (collectively, “Recordings”), and to use the Recordings and any material I provide and my name, voice, likeness, image and information about me (collectively, the “Appearance”), and I hereby grant SHOOK Research the permission to do so.
SHOOK Research may use, without requiring my express permission at each instance, the Appearance in publications or other media material produced, used, or contracted by SHOOK Research including but not limited to: brochures, invitations, newspapers, magazines, presentations, websites, advertising, publicity, public displays, and exhibitions, etc.
I hereby freely and without restraint consent to and give unto SHOOK Research and its subcontractors, agents, successors and assigns or anyone authorized by SHOOK Research (collectively referred to herein as the "Releasees") the unrestrained right in perpetuity to own, utilize, or alter the Recordings, in any manner the Releasees may see fit and for any purpose whatsoever, all of the foregoing to be without limitation of any kind. I hereby stipulate that the Recordings are the property of SHOOK Research to do with as it will, in perpetuity and in all languages, for all now known and/or hereafter existing uses, media, and forms, including, without limitation, all copyrights and related rights.
Releasees may utilize the Recordings or not as they choose in their sole discretion without affecting the validity of this Agreement. I hereby waive the benefits of any provision of law known as “droit moral” and/or “moral rights” or any similar law in any jurisdiction. It is understood and agreed that SHOOK Research shall have the right to combine the Appearance with any other materials of SHOOK Research and SHOOK Research shall have the right to edit, rearrange, vary, change, alter, modify, and to, and delete any portion of the Appearance.
I hereby waive to the fullest extent that I may lawfully do so, any causes of action in law or equity I may have or may hereafter acquire against the Releasees or any of them for libel, slander, invasion of privacy, copyright or trademark violation, right of publicity, or false light arising out of or in connection with the utilization by the Releasees or another of the Appearance or Recordings.
I hereby irrevocably release SHOOK Research (including its licensees and assigns) from any claims of any nature (including rights of privacy and publicity) with respect to the use of the Appearance or Recordings and/or the rights granted herein. I will indemnify and hold harmless SHOOK Research, its successors, assigns, affiliates, licensees, sub-distributors, agents, officers, directors, employees, and shareholders from and against all costs, damages and claims arising from any and all claims involving the use of the Appearance or Recordings, and/or any breach or alleged breach by me of any representation, warranty or agreement hereunder.
I understand that if I do not wish to have my Appearance recorded for distribution, I will make notify, during the applicable Event, the photographer and/or the Event organizers, and/or notify, in advance of the applicable Event, SHOOK Research via e-mail at contact@shookresearch.com, failing either of which, I will be deemed to have consented to the Recording.
I understand that I may not use, copy, distribute, download, share, alter or modify any Recordings without the advance written permission of an authorized designee from SHOOK Research.
By [checking this box], I hereby certify that I am over the age of eighteen, and that I have read, understood, and agreed to the foregoing; that I have had the chance to have my own legal counsel advise me about this document and that I have either done so or freely decided not to do so; and that other than as specified herein, SHOOK Research has not said or promised anything to induce me to grant the permission and release herein.
Speakers:
Libby Cantrill
Head of Public Policy
PIMCO
Alisa Wood
Partner & Co-CEO
KKR Private Equity Conglomerate
Sallie Krawcheck
CEO & Founder
Ellevest
Jeannie Underwood-Kotner
Senior Vice President & Head of Global Atlantic Consulting
Global Atlantic Financial Group
Emily Roland
Co-Chief Investment Strategist
John Hancock Investment Management
R.J. Shook
Co-Founder & President
SHOOK Research
Senior Forbes Contributor
Lisa Kueng
Managing Director of Business Development
Invesco Global Consulting
Julie Hong
Senior Partner
Co-Head of TPG’s Global Capital Markets
TPG
Rebecca Burke
Vice President
Product Specialist
ARK Investments
Liz Shook
Co-Founder & COO
SHOOK Research
Mary Ann Bartels
Chief Investment Strategist
Sanctuary Wealth
Dr. Ankur Crawford
Executive Vice President & Portfolio Manager
Alger
Samantha McLemore
Founder & CIO
Patient Capital Management
Maria Quinn
Senior Advice Strategist
Vanguard
Kenly Brozman
Health & Performance Coach
Canyon Ranch
Sarano Kelley
Co-Founder
The Kelley Group
Ann Chung
Senior Managing Director & Global Head of Consumer Growth
Blackstone Growth
Agustin Mohedas, Ph.D.
Portfolio Manager | Research Analyst
Janus Henderson Investors
and more...
Cancellation Policy
Cancellations made prior to three weeks from the start of the event are subject to a $100 cancellation fee (our cost). If a cancellation is made within three weeks from the start of the event, no refund will be given. This is an invite only event.
Book Your Room
Our room block is now closed please call (702) 770-7000 for reservations.