2022 Forbes/SHOOK Top Next-Gen Advisor Summit

Downtown Detroit, Michigan - October 2-4, 2022

Sells out every year

Detroit Athletic Club

241 Madison St., Detroit, MI
October 2-4, 2022


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


Attire:

Concert: Smart Casual- Jeans, dress shirt (blazer optional), sneakers
Sessions: Business Professional- Suit or sport coat, dress shirt, slacks


Sunday, Oct. 2, 4:30pm Pre-Party at the Frankel Lounge in The Detroit Opera House, followed by a concert with Blu DeTiger & Kygo!

Sessions begin Monday, Oct. 3 at 9am at the Detroit Athletic Club

 

For Top Advisors & RIAs


Sample Sessions

CE Credits Available

  • Panel: Top Next-Gen Advisors & RIAs
  • Building a world-class team
  • SHOOK “Ones” - Top Next-Gen Advisors sharing their best ideas
  • Best advice from America’s Top Advisor (and mistakes to avoid)
  • Panel: America’s fastest growing Next-Gens
  • Technology & the future of your business
Shook Research



Last event sold out in 3 weeks with hundreds on a waiting list.

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(Valid for cocktail receptions, musical performance, and Forbes sessions. Excludes advisor-only sessions.)

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One of the following is required:

  • Proof of vaccination
  • Proof of antibodies
  • Proof of negative Covid test taken within 48 hours

Please email us with your proof of Covid requirement or show us at registration.

Sunday,
October 2, 2022


TIME

SESSION & SPEAKER

12:00pm

Registration Opens at Detroit Opera House

4:30 - 6:30pm

Pre-Party Hosted by First Trust at the Frankel Lounge in Detroit Opera House

7:00pm

Musical Performance at Detroit Opera House

Monday,
October 3, 2022


TIME

SESSION & SPEAKER

8:00 – 9:00am

Breakfast

9:00 - 9:10am

Opening Remarks

  • R.J. Shook, Co-Founder & President, SHOOK Research, Senior Forbes Contributor

9:10 - 9:15am

SHOOK One's - My Best Idea

  • Annemarie von der Goltz, J.P. Morgan Wealth Management

9:15 - 9:35am

Active Models for Active Markets

  • Theodore Dimig, Managing Director, Head of Advisory and Core Beta Solutions, J.P. Morgan Asset Management
  • Brandon Ritter, Executive Director & Client Advisor, J.P. Morgan Asset Management

9:35 - 9:55am

Fastest Growing NG's

  • Drew Rosenfeld, Merrill Lynch Wealth Management
  • Amy Li, Morgan Stanley Wealth Management
  • Moderator: Steve Samuels, Managing Director, Merrill Lynch Wealth Management

9:55 - 10:20am

Generating Referrals Through Centers of Influence

  • Brian Gallary, Head of Strategy & Consulting, First Trust Portfolios L.P.

10:20 - 10:30am

SHOOK One's - My Best Idea

  • Nick LoMaglio, UBS Wealth Management

10:30 - 10:50am

Compensating and Motivating Team Members

  • Matt Gallo, Merrill Lynch Wealth Management
  • Amit Grover, Morgan Stanley Wealth Management
  • Moderator: Ken Correa, Managing Director, National Business Development Executive, Merrill Lynch Wealth Management

10:50 - 11:15am

Protecting Your Assets and Information in the Digital Age

  • Rachel Wilson, Head of Wealth Management Data Security & Infrastructure Risk, Morgan Stanley Wealth Management

11:15 – 11:30am

Refreshments/transition to roundtables

11:30am - 12:10pm

Roundtables

12:10 - 12:25pm

Transition to Lunch

12:25 - 1:25pm

Lunch – Food Trucks

1:25 - 1:40pm

Transition Back to SHOOK

1:40 - 2:00pm

Forbes/SHOOK NG Spotlight: Service Abroad, Serving at Home

  • Corey Mazza, UBS Wealth Management
  • Moderator: Heather Crist, Head of Field Engagement, UBS Wealth Management USA

2:00 - 2:20pm

Building the Team of the Future...

  • Andrew Billinghurst, Merrill Lynch Wealth Management
  • Brent Barnhart, UBS Private Wealth Management
  • Moderator: Heather Hunt-Ruddy, Head of National Sales, Wells Fargo Advisors

2:20 - 2:25pm

SHOOK One's - My Best Idea

  • David Papale, Wells Fargo Advisors

2:25 - 2:45pm

Economic Overview

  • Strider Elass, Sr. Economist, First Trust Portfolios L.P.

2:45 - 3:20pm

SHOOK Best Idea Competition

  • Judge: Heather Hunt-Ruddy, Head of National Sales, Wells Fargo Advisors
  • Judge: Heather Crist, Head of Field Engagement, UBS Wealth Management USA
  • Judge: Ken Correa, Managing Director, National Business Development Executive, Merrill Lynch Wealth Management
  • Moderator: Frank Berland, Managing Partner, SHOOK Research
  • Moderator: Liz Shook, Co-Founder, COO, SHOOK Research

3:20 - 3:30pm

Closing Remarks

  • Frank Berland, Managing Partner, SHOOK Research

3:00 - 5:00pm

Forbes Afternoon Programming

8:00pm - 12:00am

Bar Crawl

  • Participating Bars:
    • The Brakeman
    • Queens Bar
    • The Skip
    • Tin Roof

Tuesday,
October 4, 2022


TIME

SESSION & SPEAKER

9:00 – 10:00am

Breakfast

10:00 - 10:10am

Welcome Remarks

  • Lindsey Nacht, Senior AVP, Research Manager, SHOOK Research

10:10 - 10:30am

Model Portfolios That Stand Out From The Rest

  • Amy Moroz, Investment Specialist, J.P. Morgan Asset Management Multi-Asset Solutions
  • Kevin Voorhees, Model Portfolio Specialist, J.P. Morgan Asset Management

10:30 - 10:55am

Building Elite Financial Teams

  • Jack Mullen, Merrill Private Wealth Management
  • Alexander Pugatch, Morgan Stanley Wealth Management
  • Moderator: Jim Cotchett, Director of National Accounts, First Eagle Investments

10:55 - 11:15am

Team Structure and Delegation

  • Lizzie Decarlo, UBS Wealth Management
  • Cody Hilbun, Raymond James & Associates
  • Moderator: Kevin Adams, Head of Field Development & Productivity, UBS Wealth Management

11:15 - 11:35am

Building a World-Class Team

  • Joseph McLister, Morgan Stanley Wealth Management
  • Kaitlyn Cruse, Merrill Lynch Wealth Management
  • Moderator: Brandon Ritter, Executive Director & Client Advisor, J.P. Morgan Asset Management

11:35 - 11:50am

Refreshments

11:50am – 12:05pm

Team Efficiency

  • Alvin Spencer, Stifel
  • Josh Glass, Stifel
  • Tom Kotcher, Managing Director, First Trust Portfolios L.P.

12:05 – 12:25pm

Transformational Conversations: Blueprints from America’s Top Advisor Teams

  • Chris Brady, Regional Vice President, Pacific Life

12:25 – 12:30pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

 
Speakers:


Justin McLeod

Founder & CEO, Hinge

Randall Lane

Chief Content Officer, Forbes

Megan Thee Stallion

Grammy Award-Winning Musician, Entrepreneur & Philanthropist

Ashley Tisdale

Actress, Producer, Founder & CEO, Frenshe

Lucy Guo

CEO, Passes

R.J. Shook

Co-Founder, President, SHOOK Research, Senior Forbes Contributor

Liz Shook

Co-Founder, COO, SHOOK Research

Amy Moroz

Investment Specialist, J.P. Morgan Asset Management Multi-Asset Solutions

Brian Gallary

Head of Strategy & Consulting, First Trust Portfolios

Jim Cotchett

Director of National Accounts, First Eagle Investments

Steve Case

Chairman & CEO, Revolution LLC, Co-Founder, AOL

John Zimmer

Co-Founder & President, Lyft

and more…