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: 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
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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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

Jackie Wilke

VP and Advisor Consultant
First Trust

Jack Daly

Owner and CEO
TRX

Moshe Bajnon

Partner, Co-Head PW Partnerships
Ares Wealth Management

John Nersesian

Head of Advisor Education
PIMCO

and more…