2023 Forbes/SHOOK On-The-Road Teams Event

Hyatt Regency San Francisco • San Francisco, CA - March 7, 2023

Hyatt Regency San Francisco

5 Embarcadero Center, San Francisco, CA
March 7, 2023

11:30am Registration
12:00pm Light Bites and Sessions
4:30pm Cocktails
Dine-around with Partners Following

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

Exclusively for Top Advisors, RIAs & Teams

Sample Sessions

CE Credits Available

  • How the Best Become the Best
  • Choosing the Right Alternatives in an Inflationary Environment
  • SHOOK Ones-Best Ideas from Top Advisors
  • How to Screen and Select Managers
  • Building the Team of the Future
  • Investment Panel – Where are the Opportunities
Shook Research



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David M. Rubenstein

Co-Founder & Co-Executive Chairman
The Carlyle Group

Ray Dalio

Founder, Bridgewater Associates

Cathie Wood

CEO & CIO, Ark Investment

Stephen Schwarzman

CEO, Chairman & Co-Founder Blackstone

Liz Shook

Co-Founder, COO,
SHOOK Research

Ben Horowitz

Co-Founder, Andreessen Horowitz

Bill Miller

Chairman, CIO & Co-Founder, Miller Value Partners

Beijia Ma

A.I. & Megatrends Expert; Partner, Alkeon Capital Management

Jonathan Gray

President & COO Blackstone

Bill Ackman

Pershing Square Capital Management

Steve Forbes

Chief Executive & Chairman, Forbes Media

Serena Williams

Jeffrey Gundlach

CEO & CIO, DoubleLine

Anthony Scaramucci

Founder & Managing Partner, SkyBridge Capital

Mario Gabelli

Chairman, CEO & Founder, GAMCO Investors, Inc.

Sam Zell

Equity Group Investments

Howard Marks

Co-Chairman & Co-Founder, Oaktree Capital Management

Jeremy Siegel

Professor, The Wharton School of Finance; Senior Investment Strategy Advisor, WisdomTree

Lara Logan

Journalist, Sinclair Broadcast Group; Former CBS News Foreign Correspondent

Brian Wesbury

Chief Economist, First Trust Advisors L.P.

Kevin Durant


Moira Forbes

Forbes Media

Richard Bernstein

CEO & Chief Investment Officer
Richard Bernstein Advisors

Rick Rieder

Managing Director & Global Chief Investment Officer; BlackRock

Ron Insana

Senior Advisor

Randall Lane

Editor, Forbes Magazine

Leslie Picker



Chris Davis

Portfolio Manager, Davis Advisors

Jamie Dinan

Founder, York Capital Management

R.J. Shook

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

Joel Greenblatt

Managing Principal & Co-Chief Investment Officer, Gotham Funds

Elizabeth Pitcairn
& Her "Red Violin"

World-Class Violinist

Mike Novogratz

CEO, Galaxy Investment Partners

Bob Doll

Chief Equity Strategist & Sr Portf. Strategist, Nuveen

Jimmy Levin

Chief Investment Officer Sculptor Capital

Thomas Lee

Managing Partner Fundstrat Global Advisors

Mike Federle

CEO, Forbes Media

Andrew Wellington

Co-Founder, Managing Partner & CIO, Lyrical Asset Management

Frank Berland

Managing Partner, SHOOK Research

Jennifer Moss

Award-Winning Journalist Author

Katie Storer

Principal, Blackstone Growth Equity

Dr. David Kelly

Chief Global Specialist and Head of Global Market Insights Team, J.P. Morgan

The Chainsmokers

Lindsey Nacht

Sr. Associate VP, Director of Research, SHOOK Research

and more…