2020 Forbes/SHOOK On-The-Road Teams Event

JW Marriott • Chicago, IL - Rescheduled - TBD

SOLD OUT IN 2019

JW Marriott
Chicago, IL
Rescheduled - TBD

SOLD OUT IN 2019


Exclusively for Top Advisors, RIAs & Teams


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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SOLD OUT IN 2019

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Past
Speakers:


Ray Dalio

Founder, Bridgewater Associates

Paul Tudor Jones

Founder, Tudor Investments

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

David M. Rubenstein

Co-Founder & Co-Executive Chairman
The Carlyle Group

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Bill Miller

Chairman, CIO & Co-Founder, Miller Value Partners

Jessica Sibley

Chief Sales Officer
Forbes Media

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

Beijia Ma

A.I. & Megatrends Expert; Partner, Alkeon Capital Management

R.J. Shook

Founder & President
SHOOK Research

Rick Rieder

Managing Director & Global Chief Investment Officer; BlackRock

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer, Gotham Funds

Ron Insana

Senior Advisor
Schroders

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Elizabeth Pitcairn
& Her "Red Violin"

World-Class Violinist

Randall Lane

Editor, Forbes Magazine

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

Ron Baron

CEO & CIO,
Baron Funds

Brian Wesbury

Chief Economist, First Trust Advisors L.P.

Serena Williams

The Chainsmokers

Zedd

Normani

Marshmello

Kevin Durant

and moreā€¦