2019 Forbes/SHOOK Top Next-Gen Advisor Summit

Detroit - October 27-29, 2019

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

Masonic Temple, Detroit, MI

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

Sunday, Oct. 27

Registration begin at 11am and Temple opens at 12pm
SHOOK VIP opens at 5pm and Concert begins at 7pm

Monday, Oct. 28

SHOOK Wealth Stage

Tuesday, Oct. 29

SHOOK Wealth Stage begins at 9am and concludes at 12pm
Book return travel for 2pm or later on Tuesday

Exclusively for Top Advisors, RIAs

Sample Sessions

CE Credits Available

  • Panel: Top Next-Gen Advisors & RIAs
  • Building a wold-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

Last event was Sold Out!



First Name: *

Last Name: *

Email Address: *

Alternate Email Address:

Company: *

Title: *

Mobile Number: *

Work Phone: *

Team Total Assets: *

Would you like to receive CE credits for this event?

I-W ID#:


Address: *

City: *

State: *

Zip: *


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

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

Chief Operating Officer
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

Founder & President
SHOOK Research

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