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

Chicago - November 21, 2019

JW Marriott, 151 W Adams 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


  • RJ Shook, Founder, SHOOK Research & Forbes Contributor
  • Brian Gallary, Senior Vice President/Head of Strategy & Consulting, First Trust
  • Joel Greenblatt, Co-CIO, Gotham Funds

Sample Sessions

CE Credits Available

  • 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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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, SHOOK Research &
Forbes Contributor

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.

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.