2023 Forbes/SHOOK Top Advisor Summit

Encore at Wynn, Las Vegas - October 2-5, 2023

SOLD OUT!
THE ONLY INDUSTRY EVENT THAT HAS SOLD OUT EVERY YEAR

Venues / Maps

Agenda

Partners

Firms

Better Half Agenda

FAQs

CCRF

 

#ForbesSHOOKTopAdvisor

 

Encore at Wynn, Las Vegas

3131 Las Vegas Blvd., Las Vegas, NV

October 2-5, 2023

Oct. 2: Pre-Party
Oct. 3: Pre-Conference Sessions, Best Idea Competition, Dinner Gala
Oct. 4: Sessions, Dine-Arounds with Partners
Oct. 5: Sessions Conclude at 11am


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

Top Advisors & RIAs


Sample Sessions:

CE Credits Available

  • SHOOK Showdown - Best Idea Competition from America's Top Advisors
  • Building the Team of the Future
  • Team Structures and Compensation
  • Headline speakers
  • Space panel with founding member of SpaceX
  • The Future of Our Practices
  • Opportunities in Alternative Markets
  • And much more

Featured Guest



Lily
14 Years Old
Cancer Fighter

Shook Research


SOLD OUT


Vouchers are still being accepted. Please register below.
To join our waiting list, please contact events@shookresearch.com.

PLEASE CHOOSE CHECKOUT OPTION: *

Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Company Name:*

Work Phone: *

Cell Phone (Live event updates):

Team Total Assets: *

$

Address: *

Country: *

Zip: *

City: *

State: *

Are you interested in obtaining CE credits? Please enter the appropriate ID # below. *
*ID #’s must be submitted within 2 weeks from Oct. 3 in order to receive credits*

I-W ID#:

CFP ID#:

Are you interested in participating in our SHOOK Showdown - Best Idea Competition*

Winners will be featured in a Forbes article written by R.J. Shook.

Write your Best Idea:*

"Better Half" Event – Oct. 4
Significant others are invited to this exclusive half-day event including sessions & a cocktail reception to follow.

Guest/Spouse Information:

First Name: *

Last Name: *

Email: *

Cell Phone: *


Speakers:

Jim Cantrell

Founding Team
SpaceX
CEO & President
Phantom Space Corp.

Daniel Ivascyn

Chief Investment Officer
PIMCO

Cathie Wood

CEO & CIO
ARK Investment

Ron Insana

CNBC Sr. Analyst
Sr. Advisor to Schroders
by Hartford Funds

Jon Winkelried

CEO
TPG

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

David Golub

President
Golub Capital

Alisa Wood

Partner & Co-CEO
KKR Private Equity Conglomerate

R.J. Shook

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

Tom Lee

Head of Research
Fundstrat & FS Insight

Raj Dhanda

Partner
Ares Wealth Management Solutions

Liz Shook

Co-Founder, COO, SHOOK Research

Mike Arone

Chief Investment Strategist
State Street Global Advisors SPDR ETFs

Randall Lane

Chief Content Officer, Forbes

Beijia Ma

Head of Equity Strategy
Alkeon Capital Management

Charles Miller

Co-Founder & CEO
Lynk Global

Christopher James

Senior Managing Director
Blackstone

Denny Fish

Portfolio Manager & Technology Sector Lead
Janus Henderson Investors

Jeannie Underwood-Kotner

Senior Vice President
Head of Global Atlantic Consulting

David Rosenberg

Managing Director & Co-Portfolio Manager
Oaktree Diversified Income Fund

Adrian Jones

Portfolio Manager & Senior Research Analyst
First Eagle Investments

Robert Holderith

Head of PGIM Custom Harvest
PGIM Investments

David Leduc

Chief Executive Officer
Insight North America

Claudio Macchetto

Managing Director
GoldenTree Asset Management

Sean Harris

Chief Executive Officer
Starwood Real Estate Income Trust

Gibson Smith

Founder
Smith Capital Investors

Cliff Corso

President & CIO
Advisors Asset Management

Richard Figuly

Managing Director
J.P. Morgan Asset Management

Bob DiMella

Executive Managing Director & Co-Head
MacKay Municipal Managers

Dr. Marc Milstein

Brain Health Researcher & Author of “The Age-Proof Brain”

Sean Connor

President, Global Private Wealth
Blue Owl Capital

Manju Boraiah

Head of Systematic Edge Fixed Income & Custom SMA Investments
Allspring Global Investments

Nora Tobin

Certified Integrative Health Coach

and more…

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.

LinkedIn