2025 Forbes | SHOOK Top Teams Summit

Fontainebleau Miami Beach | March 3-5, 2025

SOLD OUT IN 2024!

 

March 3-5, 2025

Fontainebleau Miami Beach
4441 Collins Ave., Miami Beach, FL

March 3: Cocktails & Apps, Dine-Arounds with Partners
March 4: Full Day of Sessions, SHOOK® Best Idea Competition, Cocktails,
Dine-Arounds with Partners
March 5: Sessions Conclude at 11am


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 Teams & RIAs


Past Session Topics

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® Best Team Idea Competition
  • Overcoming the Bottleneck of Your Business
  • Plus… sessions for analysts, client service and leaders
Shook Research

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*ID #’s must be submitted within 2 weeks from March 3 to receive credits*

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Are you interested in participating in our SHOOK® Best Idea Competition?*

Winners will be featured in a Forbes article written by R.J. Shook.

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Speakers:


Scott Kapnick

CEO
HPS Investment Partners

Ron Insana

Senior Analyst for CNBC

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

David Levi

Managing Partner & CEO of
Brookfield’s Global Client Group

Robert Holderith

Head of PGIM Custom Harvest
PGIM Investments

Daniel Pietrzak

Global Head of Private Credit
KKR

Liz Shook

Co-Founder & COO
SHOOK Research

John Nersesian

Head of Advisor Education
PIMCO

Julie Genjac

VP, Managing Director
Applied Insights
Hartford Funds

Rob Montella

Vice President
Performance Coach
First Trust

Tim McCarty

Research Analyst
Janus Henderson Investors

Paul Brunswick

Head of Invesco Global Consulting
Invesco

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

and more…