2025 Forbes | SHOOK Top Advisor Summit

The Wynn | October 14-17, 2025 | Las Vegas, NV

The only industry event that has sold out every year!

 

#ForbesSHOOKTopAdvisor

 

October 14-17, 2025

The Wynn, Las Vegas, NV

October 14: Pre-Party
October 15: Opening Sessions, Best Idea Competition, Gala Dinner
October 16: Sessions, Dine-Arounds with Partners
October 17: Sessions conclude at 11am


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



Past Sample Sessions:

CE Credits Available

  • "The Group of 8" R.J. Shook
  • Building the Team of the Future
  • Market Outlook: Investing with Caution and Courage
  • Team Structures and Compensation
  • SHOOK Ones - Best Ideas from America's Top Advisors
  • Investing Ideas from Industry Experts
  • The Future of Our Practices
  • Opportunities in Alternative Markets

and much more...

Shook Research

Pre-register to reserve your ticket. Payment or voucher isn’t necessary until closer to event

Last event sold out in 3 weeks with hundreds on the waiting list.

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Past Speakers:


Bill Miller

Managing Partner
Miller Family Office

Cathie Wood

CEO & CIO
ARK Investments

Ronald Temple

Chief Market Strategist
Lazard Financial Advisory & Asset Management

Michael Arougheti

Director, Co-Founder, CEO, & President
Ares Management Corporation

Prof. Jeremy Siegel

Senior Economist to WisdomTree
& Emeritus Professor at The Wharton School
of the University of Pennsylvania

Rick Rieder

CIO of Global Fixed Income &
Head of Global Allocation
BlackRock

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Emily Roland

Co-Chief Investment Strategist
Manulife John Hancock Investments

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Jenny Johnson

President & CEO
Franklin Templeton

Ron Insana

CEO of i-Fi AI
Senior Analyst for CNBC

Thomas Lee

Managing Partner & Head of Research
Fundstrat Global Advisors

Liz Shook

Co-Founder & COO
SHOOK Research

Lawrence Golub

CEO
Golub Capital

Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR

Brian Kingston

CEO
Brookfield Real Estate

Brian Wesbury

Chief Economist
First Trust Portfolios L.P.

John Miller

Head & CIO of the High Yield Municipal Credit
First Eagle Investments

Josh Pristaw

Head of Real Estate
Pretium

Tara Davies

Global Head of Core Infrastructure & Co-Head of European Infrastructure
KKR

Joe Dowling

Global Head of Blackstone Alternative Asset Management

John Hoffman

Head of Distribution & Partnerships
Grayscale

Joel Greenblatt

Managing Principal &
Co-Chief Investment Officer
Gotham Asset Management

Jay Wyckoff

Managing Director and National Sales Manager
Blue Owl

Andy Acker

Portfolio Manager for the Health Care and Biotech Teams
Janus Henderson Investors

Bob Michele

Managing Director, Chief Investment Officer & Head of the Global Fixed Income, Currency & Commodities Group
J.P. Morgan Asset Management

Samantha McLemore

Founder & CIO
Patient Capital Management

Scott Helfstein

Head of Investment Strategy
Global X ETFs

Megan France

ETF Specialist
Capital Group | Home of American Funds

Nick Kirrage

Co-Head of the Schroder Global Value Equities Team & Portfolio Manager
Hartford Schroders International Contrarian Value Fund

Brian Jacobs

Head of Client Portfolio Management
PGIM Custom Harvest, PGIM Investments

Scott Zaleski

Head of US Multi-Sector Fixed Income & Senior Portfolio Manager of the BNY Mellon Core Plus Strategy at Insight Investment

Paul Brunswick

Head of Invesco Global Consulting
Invesco

Todd Sisitsky

President of TPG Inc. & Co‐Managing Partner, TPG Capital

Liz Campbell

Managing Director, Chief Investment Officer of Portfolio Advisors
FS Investments

Marc Seidner

CIO of Non-Traditional Strategies
PIMCO

Jeannie Underwood-Kotner

Senior Vice President, Head of Global Atlantic Consulting

and more…