2021 Forbes/SHOOK On-The-Road Teams Event

JW Marriott • Chicago, IL - December 2, 2021

SOLD OUT IN 2019

JW Marriott, 151 W Adams Street
Chicago, IL
December 2, 2021

Registration begins at 1:00pm
Business Attire
1:30pm-5:30pm Sessions
5:30pm Cocktails

Photo op: take home your picture on the cover of Forbes!

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

REGISTRATION NOW AVAILABLE!

SOLD OUT IN 2019

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Are you fully vaccinated or have proof of antibodies? (If you have antibodies, please send us your negative Covid test within 72 hours of the event)

Vaccinations are required to attend this event. Chat or email us if you have any questions.

Past
Speakers:


David M. Rubenstein

Carlyle Group

Jonathan Gray

President & COO, Blackstone

Liz Shook

COO & Co-Founder, SHOOK Research

Ben Horowitz

Co-Founder, Andreessen Horowitz

Ray Dalio

Founder, Bridgewater Associates

Penny Pennington

Managing Partner, Edward Jones

Bill Ackman

Pershing Square Capital Management

Paul Tudor Jones

Tudor Investments

Bill Miller

Chairman, Miller Value Partners

The Chainsmokers

Steve Forbes

Jeffrey Gundlach

DoubleLine

Sam Zell

Equity Group Investments

Serena Williams

Mario Gabelli

GAMCO Investors, Inc.

Moira Forbes

Forbes Media

Zedd

Lara Logan

Journalist

Kevin Durant

Brian Wesbury

Chief Economist, First Trust Portfolios

Normani

Richard Bernstein

Richard Bernstein Advisors

Bob Doll

Chief Equity Strategist & Sr Portf. Strategist, Nuveen

Jessica Sibley

Chief Sales Officer,
Forbes Media

Rick Rieder

MD & Global Chief Inv. Officer, Blackrock

Leslie Picker

Reporter
CNBC

Ron Insana

Senior Advisor,
Schroders

Randall Lane

Editor, Forbes Magazine

R.J. Shook

Founder & President,
SHOOK Research

Leon Cooperman

Founder, Chairman and
CEO Omega Advisors, Inc.

Jamie Dinan

Founder, York Capital

Mark Lasry

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

Chris Davis

Portfolio Manager, Davis Advisors

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer Gotham Asset Management

Jeremy Siegel

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

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Beijia Ma

Partner at Alkeon Capital Management, on AI & the Fourth Industrial Revolution

Jimmy Levin

Chief Investment Officer, Sculptor Capital

Mike Novogratz

CEO, Galaxy Investment Partners

Jeffrey Altman

Founder, Owl Creek Asset Management

Elizabeth Pitcairn &
Her “Red Violin”

World-Class Violinist

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