2019 Forbes/SHOOK Top Advisor Summit

at the Bellagio, Las Vegas, Feb. 25-27, 2019

Bellagio | Las Vegas, NV
Feb. 25 - 27, 2019

Keynote Speakers include:

  • David Rubenstein, Carlyle Group
  • Leon Cooperman, Omega Advisors, Inc
  • Jeremy Siegel, Professor. Wharton School of Finance; Sr. Investment Strategy Advisor, WisdomTree
  • Jamie Dinan, York Capital
  • Steve Forbes
  • Marc Lasry, Chairman, Chief Executive Officer and Co-Founder of Avenue Capital Group
  • Liz Shook, COO, SHOOK Research
  • Richard Bernstein, CEO/CIO, Richard Bernstein Advisors
  • Rick Rieder, BlackRock
  • Beijia Ma, AI & Megatrends Expert at Alkeon Capital Management
  • Joel Greenblatt, Managing Principal & Co-Chief Investment Officer, Gotham Asset Management
  • R.J. Shook, Founder, President, SHOOK Research

More to be announced soon...

Monday, Feb. 25, 2019

Arrive by 1pm

Pre-Con Begins at 2pm
*CE Credits will be available

Cocktail Reception 5pm

Tuesday, Feb. 26, 2019

8am - 5:30pm
General Sessions

3pm - 8:30pm
Liz Shook’s “Better-half” Event
(significant others are invited to this half-day event with advisor's ticket)

Wednesday, Feb. 27, 2019

8am - 12pm
Book flights at 2pm or later

Keynote Speakers:

David M. Rubenstein

Co-Founder and Co-Executive Chairman
The Carlyle Group

Leon G. Cooperman

Founder, Chairman and CEO
Omega Advisors, Inc.

Jeremy Siegel

Professor. Wharton School of Finance; Sr. Investment Strategy Advisor, WisdomTree

Jamie Dinan

York Capital

Steve Forbes

Marc Lasry

Chairman, Chief Executive Officer and Co-Founder
Avenue Capital Group

Liz Shook

SHOOK Research

Richard Bernstein

Richard Bernstein Advisors

Rick Rieder


Beijia Ma

AI & Megatrends Expert
Alkeon Capital Management

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer
Gotham Asset Management

R.J. Shook

Founder, President
SHOOK Research

More speakers to be announced soon...

Shook Research



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Liz Shook’s “Better Half” Event (significant others are invited to this half-day event with your ticket)
Forbes/SHOOK Meet & Greet
Guest Speakers (TBA)
Cocktails/Apps with Advisors

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Steve Forbes

R.J. Shook

Founder, President, SHOOK Research

Randall Lane

Editor, Forbes

Ray Dalio


Paul Tudor Jones

Tudor Investments

Bill Miller

Miller Value Partners

Jeremy Siegel

Wharton School of Finance

Mike Novogratz

Galaxy Investment Partners

Mario Gabelli

GAMCO Investors Inc. & LICT Corp.

Rick Rieder


Jamie Dinan

York Capital

Mark Lasry

Avenue Capital

Anthony Scaramucci

Senior Advisor to the President of the United States

Moira Forbes

Executive Vice President, Forbes Media

Lara Logan

60 Minutes

Joel Greenblatt


Howard Marks


Liz Shook

COO, SHOOK Research

Jeffrey Altman

Owl Creek Asset Management

Dr. David Kelly

J.P. Morgan Funds

Brian Wesbury

Chief Economist, First Trust Advisors

Gary Kaminsky

Co-Host Wall Street Week, Contributor to Fox Business & News

...plus the highest rated Advisors and RIAs sharing best practices.