2020 Forbes/SHOOK Top Advisor Regional

D.C. • Mayflower - Autograph Collection - Rescheduled - TBD

Rescheduled - TBD
D.C. • Mayflower - Autograph Collection

Interested in Attending? Contact Callie at

04/07/2020 12:00 PM 04/07/2020 6:00 PM America/New_York 2020 Forbes/SHOOK Top Advisor Regional - D.C. 2020 Forbes/SHOOK Top Advisor Regional - D.C. D.C. • Mayflower - Autograph Collection 2020 Forbes/SHOOK Top Advisor Regional - D.C.

Exclusively for Top Advisors, RIAs

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


Rescheduled - TBD



12:00 - 1:00 pm

Registration Opens & Lunch

1:00 - 1:10 pm

Why We’re Here

  • R.J. Shook, Founder, SHOOK Research & Forbes Contributor

1:10 - 1:15 pm

SHOOK Talks—Top Advisor Shares Best Idea

1:15 - 2:00 pm

Balancing Income & Volatility as the Credit Cycle Matures

  • Mark Paris, CIO, Head of Municipals, Invesco
  • Steven Thompson, Senior CPM, Global Investment Grade, Invesco
  • Robert Corner, Senior CPM, Global Liquidity, Invesco
  • Adam Rochlin, Head of Business Strategy, Fixed Income, Invesco

2:00 - 2:10 pm

Portfolio Implementation Ideas

  • Jessica Skolnick, Portfolio Advisory Specialist, Invesco

2:10 - 2:20 pm

Networking Break

2:20 - 3:20 pm

Picking the Lock of Complexity Surrounding Your High Net Worth Team

  • Paul Blease, Co-Head Invesco Consulting, Invesco
  • Paul Brunswick, CEO Advisor Institute, Invesco

3:20 - 3:50 pm

Top Advisor Panel

3:50 - 4:00 pm

Networking Break

4:00 - 4:45 pm

Washington Update: Political & Policy Outlook

  • Andy Blocker, Head of U.S. Government Affairs, Invesco

4:45 - 4:50 pm

SHOOK Talks—Top Advisor Shares Best Idea

4:50 - 5:00 pm

The Last Word

5:00 - 6:00 pm

Cocktail Reception


Paul Brunswick

Executive Consultant, Invesco Consultant, Invesco

Paul Blease

Head of CEO Advisor Institute, Invesco

David M. Rubenstein

Co-Founder & Co-Executive Chairman,
The Carlyle Group

Ray Dalio

Founder, Bridgewater Associates

Paul Tudor Jones

Founder, Tudor Investments

Jonathan Gray

President & COO,

Liz Shook

Chief Operating Officer,
SHOOK Research

Ben Horowitz

Andreessen Horowitz

Leon G. Cooperman

Founder, CEO & Chairman,
Omega Advisors

Jeffrey Gundlach

CEO & CIO, DoubleLine

Steve Forbes

Chief Executive & Chairman, Forbes Media

Lara Logan

Journalist, Sinclair Broadcast Group; Former CBS News Foreign Correspondent

Bill Miller

Chairman, CIO & Co-Founder, Miller Value Partners

Jeremy Siegel

Professor, The Wharton School of Finance; Senior Investment Strategy Advisor, WisdomTree

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Leslie Picker


Joel Greenblatt

Managing Principal & Co-Chief Investment Officer, Gotham Funds

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Jessica Sibley

Chief Sales Officer
Forbes Media

R.J. Shook

Founder & President,
SHOOK Research &
Forbes Contributor

Randall Lane

Editor, Forbes Magazine

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