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


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:


Jake Paul

Boxer, Influencer, Actor &
Founder
Betr

Ron Insana

Senior Analyst for CNBC

Scott Kapnick

CEO
HPS Investment Partners

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

David Levi

Managing Partner & CEO of
Brookfield’s Global Client Group

Sean Klimczak

Global Head of Infrastructure
Chairman
BXINFRA

Daniel Pietrzak

Global Head of Private Credit
KKR

Liz Shook

Co-Founder & COO
SHOOK Research

John Nersesian

Head of Advisor Education
PIMCO

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Brian Jacobs

Head of Client Portfolio Management
PGIM Custom Harvest
PGIM Investments

Tim McCarty

Research Analyst
Janus Henderson Investors

Paul Brunswick

Head of Invesco Global Consulting
Invesco

Julie Genjac

VP, Managing Director
Applied Insights
Hartford Funds

Jeff Ransdell

Founding Partner &
Managing Director
Fuel Venture Capital

Meghan Donoghue

Principal, Real Assets Portfolio Strategist
Blue Owl

James DiChiaro

Senior Portfolio Manager
BNY Mellon Core Plus Strategy at
Insight Investments

Jim Bergeron

Managing Director, Advisor Education
Nuveen

Rob Montella

Vice President
Performance Coach
First Trust

and more…