2021 Forbes/SHOOK Top Advisor Summit

February 9-11, 2021

EVENT HAS SOLD OUT EVERY YEAR.

February 9-11, 2021


Past Speakers Include:

  • America‚Äôs Top Advisors & RIAs
  • Jonathan Gray, President & COO, Blackstone
  • Ben Horowitz, Co-Founder, Andreessen Horowitz
  • Bill Miller, Chairman, CIO & Co-Founder, Miller Value Partners
  • Steve Forbes, Chairman and Editor-in-Chief of Forbes Media
  • Liz Shook, Chief Operating Officer, SHOOK Research
  • Mario Gabelli, Chairman, CEO & Founder, GAMCO Investors, Inc.
  • Jimmy Levin, Chief Investment Officer, Sculptor Capital
  • Jeffrey Rosenberg, Managing Director, BlackRock
  • Tony Crescenzi, Executive VP, Market Strategist & Generalist Portfolio Manager, PIMCO
  • Jessica Sibley, Chief Sales Officer, Forbes Media
  • Jeremy Siegel, Professor, The Wharton School of Finance
  • Chris Davis, Portfolio Manager, Davis Advisors
  • Andy Sieg, President, Merrill Lynch Wealth Management
  • Ryan Caldwell, Co-Founder & CIO, Chiron
  • Leslie Geller, Wealth Strategist, Capital Group
  • Joel Greenblatt, Managing Principal & Co-CIO, Gotham Funds
  • Ron Insana, Senior Advisor, Schroders
  • Bob Doll, Chief Equity Strategist & Senior Portfolio Strategist, Nuveen
  • Jamie-Brooke Shook, 11th grade & Jr. Analyst, SHOOK Research
  • Saker Nusseibeh, CEO, Hermes Fund Managers
  • Richard Bernstein, CEO & CIO, Richard Bernstein Advisors
  • Jan Blakeley Holman, Director of Advisor Education, Thornburg Invest. Mgmt
  • Randall Lane, Editor, Forbes magazine
  • R.J. Shook, Founder & President, SHOOK Research
Shook Research

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Past
Speakers:


Jonathan Gray

President & COO,
Blackstone

Ben Horowitz

Co-Founder,
Andreessen Horowitz

Bill Miller

Chairman, CIO & Co-Founder,
Miller Value Partners

Steve Forbes

Chairman and Editor-in-Chief of Forbes Media

Liz Shook

Chief Operating Officer,
SHOOK Research

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Jimmy Levin

Chief Investment Officer,
Sculptor Capital

Jeffrey Rosenberg

Managing Director,
BlackRock

Tony Crescenzi

Executive VP, Market Strategist & Generalist Portfolio Manager,
PIMCO

Jessica Sibley

Chief Sales Officer,
Forbes Media

Jeremy Siegel

Professor,
The Wharton School of Finance

Chris Davis

Portfolio Manager,
Davis Advisors

Andy Sieg

President,
Merrill Lynch Wealth Management

Ryan Caldwell

Co-Founder & CIO,
Chiron

Leslie Geller

Wealth Strategist,
Capital Group

Joel Greenblatt

Managing Principal & Co-CIO, Gotham Funds

Ron Insana

Senior Advisor,
Schroders

Bob Doll

Chief Equity Strategist & Senior Portfolio Strategist,
Nuveen

Saker Nusseibeh

CEO,
Hermes Fund Managers

Richard Bernstein

CEO & Chief Investment Officer
Richard Bernstein Advisors

Jan Blakeley Holman

Director of Advisor Education,
Thornburg Invest. Mgmt

Randall Lane

Editor, Forbes Magazine

R.J. Shook

Founder & President,
SHOOK Research &
Forbes Contributor

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