2025 Forbes | SHOOK On The Road Regional Event

New York Hilton Midtown | New York, NY | March 20, 2025

March 20, 2025

New York Hilton Midtown
1335 Avenue of the Americas, New York, NY


Business Casual
12:30pm Registration
1:00pm Sessions
5:30pm Cocktails
Dine-arounds with Partners following

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


Bring your team!


Past Sample Sessions

CE Credits

  • "Leading with Purpose" R.J. Shook
  • SHOOK Ones: Best Ideas from America's Top Advisors
  • Building the Team of the Future
  • Private Credit: An Evolving Market’s Benefits for High Net Worth Clients
  • Optimizing Equity: Balancing Public-Private Allocations
  • The Implications of Private Alternatives in your Practice
  • Opportunities in Real Estate
  • Market Outlook: Navigating the Four Big Themes
Shook Research

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Past Speakers:


David M. Rubenstein

Carlyle Group

Ray Dalio

Founder, Bridgewater Associates

Cathie Wood

CEO & CIO, Ark Investment

Stephen Schwarzman

CEO, Chairman & Co-Founder Blackstone

Liz Shook

COO & Co-Founder SHOOK Research

Ben Horowitz

Co-Founder, Andreessen Horowitz

Bill Miller

Chairman, Miller Value Partners

Jonathan Gray

President & COO Blackstone

Bill Ackman

Pershing Square Capital Management

Steve Forbes

Chairman and Editor-in-Chief, Forbes Media

Serena Williams

Jeffrey Gundlach

DoubleLine

Anthony Scaramucci

Founder & Managing Partner, SkyBridge Capital

Mario Gabelli

GAMCO Investors, Inc.

Sam Zell

Equity Group Investments

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Jeremy Siegel

Professor. Wharton School of Finance; Sr. Investment Strategy Advisor WisdomTree

Lara Logan

Journalist

Brian Wesbury

Chief Economist, First Trust Advisors

Kevin Durant

Zedd

Moira Forbes

Forbes Media

Richard Bernstein

Richard Bernstein Advisors

Rick Rieder

MD & Global Chief Inv. Officer, Blackrock

Ron Insana

Senior Advisor
Schroders

Randall Lane

Editor, Forbes Magazine

Leslie Picker

Reporter
CNBC

Normani

Chris Davis

Portfolio Manager, Davis Advisors

Jamie Dinan

Founder, York Capital

R.J. Shook

Founder & President
SHOOK Research

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer Gotham Asset Management

Elizabeth Pitcairn &
Her “Red Violin”

World-Class Violinist

Mike Novogratz

CEO, Galaxy Investment Partners

Bob Doll

Chief Equity Strategist & Sr Portf. Strategist, Nuveen

Jimmy Levin

Chief Investment Officer Sculptor Capital

Mike Federle

CEO, Forbes Media

Andrew Wellington

Co-Founder, Managing Partner & CIO, Lyrical Asset Management

Frank Berland

Managing Partner, SHOOK Research

Jennifer Moss

Award-Winning Journalist Author

Katie Storer

Principal, Blackstone Growth Equity

Dr. David Kelly

Chief Global Specialist and Head of Global Market Insights Team, J.P. Morgan

The Chainsmokers

Lindsey Nacht

Sr. Associate VP, Director of Research, SHOOK Research

Jim Cantrell

Founding Team
SpaceX
CEO & President
Phantom Space Corp.

Daniel Ivascyn

Chief Investment Officer
PIMCO

Jon Winkelried

CEO
TPG

David Golub

President
Golub Capital

Alisa Wood

Partner & Co-CEO
KKR Private Equity Conglomerate

Tom Lee

Head of Research
Fundstrat & FS Insight

Raj Dhanda

Partner
Ares Wealth Management Solutions

Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR ETFs

Charles Miller

Co-Founder & CEO
Lynk Global

Christopher James

Senior Managing Director
Blackstone

Denny Fish

Portfolio Manager & Technology Sector Lead
Janus Henderson Investors

Jeannie Underwood-Kotner

Senior Vice President
Head of Global Atlantic Consulting

David Rosenberg

Managing Director & Co-Portfolio Manager
Oaktree Diversified Income Fund

Adrian Jones

Portfolio Manager & Senior Research Analyst
First Eagle Investments

Robert Holderith

Head of PGIM Custom Harvest
PGIM Investments

David Leduc

Chief Executive Officer
Insight North America

Claudio Macchetto

Managing Director
GoldenTree Asset Management

Sean Harris

Chief Executive Officer
Starwood Real Estate Income Trust

Gibson Smith

Founder
Smith Capital Investors

Cliff Corso

President & CIO
Advisors Asset Management

Richard Figuly

Managing Director
J.P. Morgan Asset Management

Bob DiMella

Executive Managing Director & Co-Head
MacKay Municipal Managers

Dr. Marc Milstein

Brain Health Researcher & Author of “The Age-Proof Brain”

Sean Connor

President, Global Private Wealth
Blue Owl Capital

Manju Boraiah

Head of Systematic Edge Fixed Income & Custom SMA Investments
Allspring Global Investments

Nora Tobin

Certified Integrative Health Coach

Barry Sternlicht

Chairman & CEO
Starwood Capital Group