2019 Forbes | SHOOK On The Road — TEAMS EVENT

InterContinental, LA - Century City - June 11, 2019

June 11, 2019
InterContinental, LA - Century City

12:45pm Registration
1:15pm - 5:45pm followed by cocktails and networking
(5:45pm - Photo Op: your team’s picture on the cover of Forbes magazine!)

Exclusively for Top Advisors, RIAs & their teams



  • America’s Top Teams
  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor
  • Adam Barth, Director of Research, Gotham Asset Management
  • Jeffrey Gundlach, CEO & CIO, 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



First Name: *

Last Name: *

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Alternate Email Address:

Title: *

Company: *

Work Phone: *

Team Total Assets: *

Would you like to receive CE credits for this event?

I-W ID#: *

CFP ID#: *

Address: *

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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

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.