2022 Forbes/SHOOK Top Women Advisor Summit

"Stories"
May 23-25, 2022 - Eau Palm Beach

We’re going to make history: Join our community to fund a life-saving research project for breast cancer.

May 23-25, 2022

"Stories"

Eau Palm Beach Resort & Spa, Manalapan, FL



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


Sunday, May 22 – Pre-Party
Pre-Con Sessions begin Monday, May 23 at 2pm


Speakers


  • Top Advisors & RIAs
  • Cathie Wood, CEO & CIO, Ark Investment
  • Liz Shook, COO & Co-Founder, SHOOK Research
  • Joan Solotar, Global Head of Private Wealth Solutions, Blackstone Private Wealth Solutions
  • Jessica Sibley, Chief Operating Officer, Forbes
  • Jonathan Gray, President & COO, Blackstone
  • The Mondavi Sisters, Wine-Maker & CEO Dark Matter Wines
  • Rachel Wilson, Head of Wealth Management Data Security & Infrastructure Risk, Morgan Stanley Wealth Management
  • Jeannie Underwood, Sr. Vice President, Head of Global Atlantic Consulting, Global Atlantic Financial Group
  • RJ Shook, Founder, SHOOK Research & Senior Forbes Contributor
  • Pragna Shere, Sr. Vice President & Portfolio Manager, Alger
  • Lara Rhame, Chief U.S. Economist & Managing Director, FS Investments
  • Jennifer Tarsney, Managing Director Advisor Advancement Institute, New York Life Investments
  • Suzanne Franks, Associate Portfolio Manager, First Eagle Investments
  • Leslie Geller, Wealth Strategist, Capital Group, Home of American Funds
  • Suzette Rothberg, Senior Consultant, Invesco Global Consulting
  • Gabriela Santos, Global Market Strategist, J.P. Morgan Asset Management
  • Sofie and Pam
  • Paula Schneider, President & CEO, Susan G. Komen

Sample Sessions


  • Shook Stories
  • How Female Business Leaders Invest for Tomorrow
  • Noise, Nuance & Numbers with Cathie Wood
  • SHOOK Best Idea Competition
  • Four Vineyards. Four Sisters. Fourth Generation. Continuing a Family Legacy. – The Mondavi Sisters
  • Discussion with Jonathan Gray
  • Our Battle. A Mother and Daughters Story. – Susan G. Komen
  • Emerging Markets and China
  • Be Prepared. Be Empowered.
Shook Research

 

We’re going to make history: Join our community to fund a life-saving research project for breast cancer.


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

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


Keynote Speakers:


Cathie Wood

CEO & CIO
Ark Investment

Liz Shook

COO & Co-Founder
SHOOK Research

Joan Solotar

Global Head of Private Wealth Solutions
Blackstone Private Wealth Solutions

Jessica Sibley

Chief Operating Officer
Forbes

Jonathan Gray

President & COO
Blackstone

The Mondavi Sisters

Wine-Maker & CEO Dark Matter Wines

Jeannie Underwood

Sr. Vice President, Head of Global Atlantic Consulting
Global Atlantic Financial Group

R.J. Shook

Founder, SHOOK Research
Senior Forbes Contributor

Pragna Shere

Sr. Vice President & Portfolio Manager
Alger

Lara Rhame

Chief U.S. Economist & Managing Director FS Investments

Jennifer Tarsney

Managing Director Advisor Advancement Institute
New York Life Investments

Suzanne Franks

Associate Portfolio Manager
First Eagle Investments

Leslie Geller

Wealth Strategist Capital Group, Home of American Funds

Suzette Rothberg

Senior Consultant, Invesco Global Consulting

Gabriela Santos

Global Market Strategist, J.P. Morgan Asset Management

Rachel Wilson

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

Sofie and Pam

Paula Schneider

President & CEO, Susan G. Komen

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