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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October 27, 2019



11:00 am

Registration begins

12:00 pm

Forbes Under 30 Venue opens

6:00 pm


7:00 pm

Music Fest

  • Entertainment: Normani, 21 Savage, The Chainsmokers

October 28, 2019



9:00 - 9:10 am


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

9:10 - 9:15 am


  • 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


  • 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

  • Dana Nightingale, Obermeyer Wood
  • Blair Cornell, UBS Financial Services
  • Moderator: Kristen Pickens, Head of Distribution, Chiron

10:25 - 10:30 am


  • 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
  • Introduction: David Hescheles, Managing Director, Hartford

10:45 - 10:55 am

Networking / Refreshments

10:55 - 11:35 am

Concurrent Breakouts

    Breakout Room

  1. Building a Multi-Generational Practice
    • John O’Neil, Merrill Lynch Wealth Management
    • Sarah Damsgaard, JP Morgan Securities
    • Moderator: Bryan Thompson, UBS Financial Services
  2. General Session Room

  3. Leveraging Technology to Streamline Efficiencies
    • Brandon Schlesinger, Morgan Stanley Private Wealth Management
    • Jacob Dunn, Merrill Private Wealth Management
    • Moderator: James Costabile, Managing Director, Morgan Stanley Investment Management

12:20 - 12:35 pm

Networking / Refreshments

12:35 - 1:00 pm

Next-Gen Roundtables

1:10 - 2:00 pm

Lunch - Hosting by Hartford Funds

2:00 - 2:30 pm

Role Model Roundtables

2:40 - 3:10 pm

SHOOK Tank “Open Mic”

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

3:10 - 3:35 pm

Compensating and Incentivizing Team Members

  • James Murphy, Merrill Lynch Wealth Management
  • Elizabeth Evans, Evans May Wealth
  • Moderator: David Hescheles, Managing Director, Hartford Funds

3:35 - 4:00 pm

Building Your Practice Through Acquisitions

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

4:00 pm

Closing Remarks

  • Frank Berland, Managing Director, SHOOK Research

4:25 pm

Serena Williams

7:30 - 8:30 pm

SHOOK Cocktail Reception at Deluxx Fluxx - Hosted by Davis Advisors

9:00 - 12:00 am

Forbes Pub Crawl at The Belt

October 29, 2019



9:00 - 9:10 am

Welcome Remarks

  • Frank Berland, Managing Director, SHOOK Research

9:10 - 9:15 am


  • Steve D’Amico, Morgan Stanley Wealth Management

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


  • Nick LoMaglio, UBS Financial Services

9:50 - 10:15 am

Fastest Growing Next-Gen’s

  • JC Cardente, Merrill Lynch Private Wealth Management
  • Liz Weikes, JP Morgan Securities
  • Moderator: Crystal Ho, Morgan Stanley 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
  • Robert Chen, Morgan Stanley
  • Moderator: Cesar Bastidas, Director, Practice Management, New York Life Investments

10:50 - 10:55 am


  • John Mele, Morgan Stanley Wealth Management

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

11:15 - 11:30 am

Branding Your Team and Practice

  • Tony Carpentieri, Merrill Private Wealth Management
  • Kevin Gegorski, Ameriprise Financial
  • 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


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


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


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

Beijia Ma

A.I. & Megatrends Expert; Partner, Alkeon Capital Management

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

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.

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Holiday Inn Express

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Detroit Foundation Hotel

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Greektown Casino-Hotel

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Marriott Detroit Renaissance Center

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The Westin Book Cadillac

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