2025 Forbes | SHOOK On The Road Regional Event

JW Marriott | 151 W. Adams St., Chicago, IL | September 9, 2025

SOLD OUT IN 2024

September 9, 2025

JW Marriott
151 W. Adams St., Chicago, IL

11:30am Registration & Light Bites
12:00pm Sessions
4:00pm Cocktails
Dine-Arounds with Partners Following

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


Exclusively for Top Advisors, RIAs & Teams


Past Sample Sessions

CE Credits

  • “The Infinite Team” R.J. Shook
  • SHOOK Ones – Best Ideas from America's Top Advisors
  • Building the Team of the Future
  • Choosing the Right Alternatives in an Inflationary Environment
  • Investment Panel - Where are the Opportunities
Shook Research

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Past Speakers:


Andrew Winer

Managing Director, COO-Registered Funds
OHA

Michael Arone

Chief Investment Strategist
State Street Global Advisors

Scott Helfstein

Head of Investment Strategy
Global X ETFs

Viral Patel

Chief Executive Officer
Blackstone Private Equity Strategies

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Aaron Schaechterle

Portfolio Manager, Research Analyst
Janus Henderson Investors

Max Swango

Head of Global Client Portfolio Management
Invesco

Marc Zahr

Co-President & Head of Real Estate
Blue Owl

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

Aaron Opdyke

Senior Economist
First Trust

David Gaito

Head of Direct Lending
Fidelity Investments

and more…