2020 Forbes/SHOOK Top Advisor Regional

Dallas, Ritz Carlton - Rescheduled - TBD

Rescheduled - TBD
Dallas, Ritz Carlton

Interested in Attending? Contact Callie at

05/07/2020 12:00 PM 05/07/2020 6:00 PM America/New_York 2020 Forbes/SHOOK Top Advisor Regional - Dallas 2020 Forbes/SHOOK Top Advisor Regional - Dallas Dallas • Ritz Dallas 2020 Forbes/SHOOK Top Advisor Regional - Dallas

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



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.