2019 Forbes | SHOOK Top Next-Gen Advisor Summit

Detroit - October 27-29, 2019

Who’s Coming: Top Advisors/RIAs, Serena Williams, The Chainsmokers, 21 Savage, Normani & Kevin Durant

Masonic Temple, Detroit, MI

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

Attire: Smart Casual- Jeans, dress shirt (blazer optional), sneakers

Exclusively for Top Advisors, RIAs


Sample Sessions

CE Credits Available

  • Panel: Top Next-Gen Advisors & RIAs
  • Building a world-class team
  • SHOOK “Ones” - Top Next-Gen Advisors sharing their best ideas
  • Best advice from America’s Top Advisor (and mistakes to avoid)
  • Panel: America’s fastest growing Next-Gens
  • Technology & the future of your business
Shook Research

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*Disclosures

  • Only one SHOOK WEALTH Guest per paid Financial Advisor
  • SHOOK WEALTH Guests may attend the following: virtually all Forbes sessions, Concert, SHOOK Cocktail Reception, Pub Crawl
  • SHOOK WEALTH Financial Advisors may attend the following: SHOOK WEALTH sessions, Kevin Durant, Serena Willams, Concert, Cocktail Reception, Bar Crawl

Sunday,
October 27, 2019

TIME

SESSION & SPEAKER

11:00 am

Registration begins

12:00 pm

Forbes Under 30 Venue opens

6:00 pm

SHOOK VIP opens

7:00 pm

Music Fest

  • Entertainment: Normani, 21 Savage, The Chainsmokers

Monday,
October 28, 2019

TIME

SESSION & SPEAKER

9:00 - 9:10 am

Impact

  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor

9:10 - 9:15 am

SHOOK Talks

  • Malia Morales, Merrill Private Wealth Management
  • Introduction: Erika Strom, Analyst, SHOOK Research

9:15 - 9:35 am

IMPACT: The New Value Proposition

  • Jennifer Ibarguren, Ameriprise Financial Services
  • Tony Carpentieri, Merrill Private Wealth Management
  • Moderator: Brian Paterson, Sales Director, First Eagle

9:35 - 9:40 am

SHOOK Talks

  • Sara Rajo-Miller, Miracle Mile Advisors
  • Introduction: Dave Spence, Senior Advisor Consultant, NY Life

9:40 - 10:05 am

Top of the Ranking: Two #1’s Discuss the Future of their Practices

  • Seth Haye, Morgan Stanley Wealth Management
  • Rachel Gottlieb, UBS Financial Services
  • Moderator: Nick Cirbo, Senior Advisor Consultant, Invesco
  • Introduction: Nick Cirbo, Senior Advisor Consultant, Invesco

10:05 - 10:25 am

Forbes Top Advisors Discuss Key Traits in Building a Successful Team

10:25 - 10:30 am

SHOOK Talks

  • Josh Glass, Stifel
  • Introduction: Victoria Scott, Content Manager, SHOOK Research

10:30 - 10:45 am

Marketing Your Team’s Forbes Recognition

  • Danny Resnick, JP Morgan Securities
  • Rory O’Hara, Merrill Lynch Wealth Management
  • Moderator: Jessica Sibley, Chief Sales Officer, Forbes Media
  • Introduction: David Hescheles, Managing Director, Hartford

10:45 - 10:55 am

Networking/Refreshments

10:55 - 11:35 am

Concurrent Breakouts

  1. Building a Multi-Generational Practice
    • John O’Neil, Merrill Lynch Wealth Management
    • Sarah Damsgaard, JP Morgan Securities
    • Moderator: Lisa Charkoudian, Managing Director, Gotham Funds
  2. Finding the Right Team Structures for a High-Impact Practice
    • Dana Nightingale, Obermeyer Woods
    • Blair Cornell, UBS Financial Services
    • Moderator: Kirsten Pickens, Head of Distribution, Chiron Investment Management

11:35 - 11:50 am

Networking/Refreshments

11:50 - 12:35 pm

Roundtables

12:35 - 1:30 pm

Lunch

1:30 - 2:15 pm

Serena Williams

2:15 - 2:25 pm

Transition to SHOOK

2:25 - 3:05 pm

Role Model Roundtables

3:05 - 3:20 pm

Networking/Refreshments

3:20 - 4:00 pm

Concurrent Breakouts

  1. Leveraging Technology to Streamline Efficiencies
    • Brandon Schlesinger, Morgan Stanley Private Wealth Management
    • Jacob Dunn, Merrill Private Wealth Management
    • Moderator: James Costabile, Head of Wealth Advisor Specialist Team, MSIM
  2. Compensating and Incentivizing Team Members
    • James Murphy, Merrill Lynch Wealth Management
    • Elizabeth Evans, Evans May Wealth
    • Moderator: David Hescheles, Managing Director, Hartford

4:00 - 4:10 pm

Networking/Refreshments

4:10 - 4:35 pm

Building Your Practice Through Acquisitions

  • Anh Tran, JanHobbs Financial Group
  • Thomas Fautrel, Seventy2 Capital
  • Moderator: Dodd Kittsley, National Director, Davis Advisors

4:35 - 4:55 pm

SHOOK Tank “Open Mic”

  • Be prepared to share your best idea in 90 seconds (prizes for best ideas)

4:55 - 5:00 pm

Closing Remarks

  • Frank Berland, Managing Director, SHOOK Research

7:30 - 8:30 pm

SHOOK Cocktail Reception at Deluxx Fluxx

9:00 - 12:00 am

Forbes Pub Crawl at The Belt

Tuesday,
October 29, 2019

TIME

SESSION & SPEAKER

9:00 - 9:10 am

Welcome Remarks

  • Frank Berland, Managing Director, SHOOK Research

9:10 - 9:15 am

SHOOK Talks

  • Steve D’Amico, Morgan Stanley Wealth Management
  • Introduction: Chiara Goodman, Analyst, SHOOK Research

9:15 - 9:40 am

Building Scale: Managing 3,000+ Relationships

  • Ryan Magnesen, Morgan Stanley Wealth Management
  • Rees Mason, Merrill Lynch Wealth Management
  • Moderator: David Hescheles, Managing Director, Hartford

9:40 - 9:50 am

SHOOK Talks

  • Nick LoMaglio, UBS Financial Services
  • Introduction: Lindsey Nacht, Analyst, SHOOK Research

9:50 - 10:15 am

Fastest Growing Next-Gen’s

  • JC Cardente, Merrill Private Wealth Management
  • Liz Weikes, JP Morgan Securities
  • Moderator: Crystal Ho, Morgan Stanley Private Wealth Management

10:15 - 10:30 am

Networking/Refreshments

10:30 - 10:50 am

Unique Service Models

  • Will Rose, UBS Financial Services
  • Vikas Mohindra, Merrill Lynch Wealth Management
  • Moderator: Cesar Bastidas, Director, Practice Management, New York Life Investments

10:50 - 10:55 am

SHOOK Talks

  • John Mele, Morgan Stanley Wealth Management
  • Introduction: Blake Pastore, Analyst, SHOOK Research

10:55 - 11:15 am

How Successful Advisors Structure Their Day

  • Jason Mingelgreen, Stifel
  • Kyle Kelley, Merrill Lynch Wealth Management
  • Moderator: Matt Gallo, Merrill Lynch Wealth Management
  • Introduction: Brooke DeGirolmo, Analyst, SHOOK Research

11:15 - 11:30 am

Branding Your Team and Practice

  • Tony Carpentieri, Merrill Private Wealth Management
  • Kevin Gegorski, Ameriprise Financial Services
  • Moderator: Carryn McLaughlin, UBS Private Wealth Management
  • Introduction: Trevor Schrier, Analyst, SHOOK Research

11:30 - 11:50 am

Building the Practice of the Future

  • Francois Viljoen, Wells Fargo Advisors
  • Jennifer Trembley, Ameriprise Financial
  • Moderator: Vanessa Martinez, HighTower Advisors
  • Introduction: Callie Almes, Analyst, SHOOK Research

11:50 - 12:00pm

Closing Remarks

Approx. 1:30 pm

Lunch with Kevin Durant

Entertainment


Serena Williams, Professional Tennis Player
The Chainsmokers, Grammy Award-winning Artist & Producer Duo
21 Savage, Grammy-nominated Rapper & Record Producer
Normani, Singer-Songwriter
Kevin Durant, NBA All-Star

Epic Pub Crawl with thousands of Next Gens

SHOOK Speakers

  • America's Top Next-Gen Advisors & RIAs
  • America's Top Advisors (including #1) from Forbes Rankings
  • Industry Leaders

Hosted by R.J. Shook

Topics Covered

 

  • Panel: Top Next-Gen Advisor & RIA
  • Building a world-class team
  • SHOOK Talks: Top Next-Gen Advisors sharing their best ideas
  • Best advice from America's Top Advisors (and mistakes to avoid)
  • Formulating partnerships
  • Compensating team members
  • Panel: America's fastest growing Next Gens
  • Roundtables with Forbes top-100 Advisors
  • Best ways to grow your business
  • Impact investing
  • Philanthropy
  • Technology & the future of your business
  • Open Mic session—prizes for best ideas
  • And more...
  • Plus Forbes celebrity speakers

Past Forbes
Speakers

 

David M. Rubenstein

Co-Founder & Co-Executive Chairman
The Carlyle Group

Leon G. Cooperman

Founder, CEO & Chairman
Omega Advisors

Jeremy Siegel

Professor, The Wharton School of Finance; Senior Investment Strategy Advisor, WisdomTree

Jamie Dinan

Founder, York Capital Management

Steve Forbes

Chief Executive & Chairman, Forbes Media

Leslie Picker

Reporter
CNBC

Marc Lasry

Co-Founder, CEO & Chairman
Avenue Capital Group

Liz Shook

Co-Founder, COO,
SHOOK Research

Richard Bernstein

CEO & Chief Investment Officer
Richard Bernstein Advisors

Rick Rieder

Managing Director & Global Chief Investment Officer; BlackRock

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer, Gotham Funds

R.J. Shook

Co-Founder, President, SHOOK Research, Senior Forbes Contributor

Elizabeth Pitcairn
& Her "Red Violin"

World-Class Violinist

Jessica Sibley

Chief Sales Officer
Forbes Media

Ray Dalio

Founder, Bridgewater Associates

Paul Tudor Jones

Founder, Tudor Investments

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Randall Lane

Editor, Forbes Magazine

Bill Miller

Chairman, CIO & Co-Founder, Miller Value Partners

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Lara Logan

Journalist, Sinclair Broadcast Group; Former CBS News Foreign Correspondent

Mike Novogratz

CEO, Galaxy Investment Partners

Jeffrey Altman

Founder, Owl Creek Asset Management

Dr. David Kelly

Chief Global Specialist and Head of Global Market Insights Team, J.P. Morgan

Brian Wesbury

Chief Economist, First Trust Advisors L.P.

...plus the highest rated Advisors and RIAs sharing best practices.

Book Your Hotel

Courtyard Detroit Downtown

333 E Jefferson Ave.
(313) 222-7700

The Atheneum Hotel

1000 Brush St.
(313) 962-2323

Hilton Garden Inn

351 Gratiot Ave.
(313) 967-0900

Holiday Inn Express

1020 Washington Blvd.
(313) 887-7000

Detroit Foundation Hotel

250 W Larned St.
(313) 800-5500

Greektown Casino-Hotel

1200 St Antoine St.
(313) 223-2999

Marriott Detroit Renaissance Center

400 Renaissance Dr. W
(313) 568-8000

The Westin Book Cadillac

1114 Washington Blvd.
(313) 442-1600

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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