2025 Forbes | SHOOK Top Women Advisor Summit

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

Register below - Sells out every year!

 

May 14-16, 2025

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

 

May 14: Cocktails & Apps, Gala Dinner (Sessions Begin)
May 15: Full Day of Sessions, SHOOK® Best Idea Competition, Cocktails, Dine-Arounds with Partners
May 16: Sessions Conclude at 11am


Photo op: Take home your picture on the cover of Forbes!

 


Top Advisors & RIAs


Past Sample Sessions

CE Credits

  • Building a World-Class Team
  • Incentivizing and Compensating Team Members
  • 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


Premier Partner Invesco QQQ
Shook Research

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

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Speakers:


Cathie Wood

CEO & CIO
Ark Invest

Emily Roland

Co-Chief Investment Strategist
John Hancock Investment Management

Liz Shook

Co-Founder & COO
SHOOK Research

Jenny Johnson

President & CEO
Franklin Templeton

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Jeannie Underwood-Kotner

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

Julia Butler

Managing Director & CEO
KKR Real Estate Select Trust

Julie Solomon

Co-Head
Ares Global Real Estate

Mary Ann Bartels

Chief Investment Strategist
Sanctuary Wealth

Welsey LePatner

Global Head of Core+ Real Estate
CEO of BREIT

Cameron Dawson

NewEdge Wealth

Allison Bonds Mazza

Head of Intermediary
State Street Global Advisors

Lisa Kueng

Managing Director of Business Development
Invesco Global Consulting

Suzanne Donohoe

Chief Commercial Officer & Global Head
EQT-Ext

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Katherine Wood

Partner
TPG Capital

Tim McCarty

Research Analyst
Janus Henderson Investors

Brian Jacobs

Head of Client Portfolio Management
PGIM Custom Harvest
PGIM Investments

John Nersesian

Head of Advisor Education
PIMCO

and more...