Past Events

2018 Forbes-Shook
Top Advisors Summit


94% of attendees rated us

"Best event"

Sold out/oversubscribed in
less than 3 weeks.




Steve Forbes

R.J. Shook

Founder, President, SHOOK Research

Randall Lane

Editor, Forbes

Ray Dalio


Paul Tudor Jones

Tudor Investments

Bill Miller

Miller Value Partners

Jeremy Siegel

Wharton School of Finance

Mike Novogratz

Galaxy Investment Partners

Mario Gabelli

GAMCO Investors Inc. & LICT Corp.

Rick Rieder


Jamie Dinan

York Capital

Mark Lasry

Avenue Capital

Anthony Scaramucci

Senior Advisor to the President of the United States

Lara Logan

60 Minutes

Joel Greenblatt


Howard Marks


Jeffrey Altman

Owl Creek Asset Management

Dr. David Kelly

J.P. Morgan Funds

Brian Wesbury

Chief Economist, First Trust Advisors

Gary Kaminsky

Co-Host Wall Street Week, Contributor to Fox Business & News the highest rated Advisors and RIAs sharing best practices.

Forbes / Shook Top Next-Gen Wealth Advisors Event

Boston October 1-3, 2017

  • Investing Legends: Ray Dalio (Bridgewater), Paul Tudor Jones (Tudor Group).
  • Top Advisors from our Forbes Next-Gen ranking.
  • America's Top Advisors & RIAs–including #1.
  • Take over Boston with 7,000 Millennials — epic Pub Crawl — MONDAY NIGHT