2025 Forbes | SHOOK Top Women Advisor Summit

Eau Palm Beach Resort & Spa | May 14-16, 2025 | Palm Beach, FL

Sells out every year!

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Agenda

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Schedule

 

May 14-16, 2025

Eau Palm Beach Resort & Spa
100 S. Ocean Blvd., Manalapan, FL

 

May 14: Welcome Reception, Gala Dinner (Sessions Begin)
May 15: Sessions, SHOOK® Showdown – Best Idea Competition, Cocktails, Dine-Arounds with Partners
May 16: 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 Advisors & RIAs


Past Sample Sessions

CE Credits

  • Become Priceless to Your Clients
  • Inspiring Women: Growing Your Practice and Impact
  • Building a Purposeful Practice
  • A Discussion on Politics, Policy and the Economy with Libby Cantrill
  • Standing Strong – Susan G. Komen
  • Not Your Typical Economic Cycle
  • Looking Forward: Succession Planning
  • Leading Your Way to Wellness
  • The Art and Power of Authentic Communication
  • Technological Convergence: Disrupting the Norm, Defining the Future
  • The Risk of Being Too Comfortable
  • Misconceptions and Realities: The State of the Current Real Estate Cycle
  • Celebrating Women Breaking The Glass Ceiling
  • Message Mapping: Getting to the Buying Zone
  • Building a Team to Outlast You
  • Deepening Relationships with Your Clients


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.

First Name: *

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Email Address: *

Firm: *

Past Speakers:

Libby Cantrill

Head of Public Policy
PIMCO

Alisa Wood

Partner & Co-CEO
KKR Private Equity Conglomerate

Sallie Krawcheck

CEO & Founder
Ellevest

Jeannie Underwood-Kotner

Senior Vice President & Head of Global Atlantic Consulting
Global Atlantic Financial Group

Emily Roland

Co-Chief Investment Strategist
John Hancock Investment Management

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Lisa Kueng

Managing Director of Business Development
Invesco Global Consulting

Julie Hong

Senior Partner
Co-Head of TPG’s Global Capital Markets
TPG

Rebecca Burke

Vice President
Product Specialist
ARK Investments

Liz Shook

Co-Founder & COO
SHOOK Research

Mary Ann Bartels

Chief Investment Strategist
Sanctuary Wealth

Dr. Ankur Crawford

Executive Vice President & Portfolio Manager
Alger

Samantha McLemore

Founder & CIO
Patient Capital Management

Maria Quinn

Senior Advice Strategist
Vanguard

Kenly Brozman

Health & Performance Coach
Canyon Ranch

Sarano Kelley

Co-Founder
The Kelley Group

Ann Chung

Senior Managing Director & Global Head of Consumer Growth
Blackstone Growth

Agustin Mohedas, Ph.D.

Portfolio Manager | Research Analyst
Janus Henderson Investors

Barry Sternlicht

Chairman & CEO
Starwood Capital Group

and more...

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

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