2019 Forbes/SHOOK On The Road — TEAMS EVENT

Intercontinental, LA — Century City - June 11, 2019

June 11, 2019
Intercontinental, LA — Century City

1:00pm Registration
1:15pm - 5:45pm followed by cocktails and networking
Dine-Arounds


Exclusively for Top Advisors, RIAs & their teams.

 

Speakers:

  • America’s Top Teams
  • R.J. Shook, Founder & President, SHOOK Research
  • Joel Greenblatt, Managing Principal & Co-Chief Investment Officer, Gotham Funds
  • Jeffrey Gundlach, CEO, DoubleLine
  • Bob Doll, Chief Equity Strategist, Nuveen

Sample Sessions:

CE Credits Available

  • SHOOK “Ones” — Best ideas from Top Advisors & RIAs
  • The Future of Teams
  • Creating a Winning Team Culture
  • Team Structures & Efficiencies
  • What's the right team structure to serve the affluent?
  • Intergenerational Teams — How to structure, market and serve clients.
  • Investment Panel — Where are the opportunities?
Shook Research

REGISTER HERE AND BRING YOUR TEAM!

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Past
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

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.