Forbes | SHOOK Top Advisor On-the-Road — Teams Event

Boston - November 14, 2019

Boston Marriott Long Wharf,
296 State Street

Registration begins at 1:00pm
Business Attire
1:30pm-5:30pm Sessions

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

Exclusively for Top Advisors, RIAs & Teams


  • Liz Shook, Co-Founder, COO, SHOOK Research
  • R.J. Shook, Co-Founder, President, SHOOK Research, Senior Forbes Contributor
  • Joel Greenblatt, Co-CIO, Gotham Funds
  • Ron Baron, CEO & CIO, Baron Funds
  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
  • Ron Insana, Senior Advisor, Schroders

Sample Sessions

CE Credits Available

  • America’s #1 Advisor: Jeff Erdmann, Merrill Lynch
  • SHOOK Talks - Best ideas from Top Advisors
  • The Future of Teams
  • Creating a Winning Team Culture
  • Team Structure & 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?
  • Compensating and incentivizing team members
Shook Research



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November 14, 2019



1:00 pm

Registration begins

1:30 - 1:40 pm


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

1:40 - 1:45 pm


1:45 - 2:05 pm

Is Value Investing Dead... or Just Sleeping?

  • Joel Greenblatt, Managing Principal & Co-Chief Investment Officer, Gotham Asset Management

2:05 - 2:25 pm

Building the Team of the Future

2:25 - 2:45 pm

Looking Forward - Growth Investing with Ron Baron

  • Ron Baron, CEO & CIO, Baron Funds

2:45 - 3:10 pm

Offense or Defense? How to play the markets heading into 2020

  • Lisa Hornby - Portfolio Manager at Schroders
  • Moderator: Ron Insana - Senior Advisor to Schroders

3:10 - 3:20 pm


3:20 - 3:50 pm


  1. What’s the Right Team Culture for Your Practice?
  2. Team Structures and Efficiencies

3:50 - 4:00 pm


4:00 - 4:20 pm

Intentional Teams – Successful Common Denominators

4:20 - 4:35 pm

Building a High Impact Team

4:35 - 4:40 pm


4:40 - 5:00 pm

Outlook On the Markets

  • Richard Bernstein – CEO & CIO, RBA

5:00 - 5:20 pm

America’s #1 Advisor: Building The Right Team: Partnership of Empowerment

  • Jeff Erdmann – Merrill Lynch Private Wealth Management

5:20 - 5:30 pm

Closing Remarks

5:30 - 6:00 pm

Cocktail Reception


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

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

Ron Insana

Financial Journalist
Senior Advisor, Schroders

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.

Bob Doll

Chief Equity Strategist, Nuveen

Jeffrey Gundlach

CEO & CIO, DoubleLine

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. the highest rated Advisors and RIAs sharing best practices.