A: Monday, March 3: Welcome Reception will begin at 4PM on Ocean Lawn.
Q: When should I book my travel home?
A: Wednesday, March 5 the Teams Summit will conclude around 11AM. We suggest booking flights for 2PM or later.
Q: What is the attire?
A: Business Professional.
Q: Is there reserved seating?
A: Feel free to sit where you would like.
Q: Where is event registration?
A: Registration will be on the Ocean Lawn March 3 starting at 4PM & the Luster Gallerie starting March 4 at 7AM.
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: Are meals included with my ticket?
A: Yes, the following meals will be included with your ticket:
Monday: Welcome Reception – passed hors d’oeuvres & cocktails
Tuesday: Breakfast, lunch, and cocktail reception
Wednesday: Breakfast
March 3-5, 2025
Fontainebleau Miami Beach 4441 Collins Ave., Miami Beach, FL
March 3: Welcome Reception, Dine-Arounds with Partners
March 4: Sessions, Best-Idea Competition, Cocktails, Dine-Arounds with Partners
March 5: Sessions conclude at 11am
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 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
REGISTER HERE
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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.
Past Speakers:
Steve Schwarzman
Chairman, CEO & Co-Founder
Blackstone
R.J. Shook
Co-Founder & President
SHOOK Research
Senior Forbes Contributor
Barry Sternlicht
Chairman & CEO
Starwood Capital Group
Richard Bernstein
CEO & CIO
Richard Bernstein Advisors
Chloe Berry
Managing Director
Head of the Brookfield Infrastructure Income Fund
Matt McLennan
Co-Head of Global Value Team & Portfolio Manager
First Eagle Investments
Chris Harrington
Partner, Head of Financial Services Team, Co-CEO of K-PEC
KKR
Julie Genjac
Vice President and Managing Director of Applied Insights
Hartford Funds
Bryan Powell
Senior Director, Practice Management
Janus Henderson Investors
Dr. William Klepper
Academic Director in Executive Education
Columbia Business School
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.