2023 Forbes | SHOOK Top Teams Summit

Eden Roc Miami Beach - 4525 Collins Ave, Miami Beach, FL - February 21-23, 2023


Eden Roc Miami Beach

4525 Collins Ave, Miami Beach, FL
February 21-23, 2023

Tuesday, Feb. 21 at 4pm - Welcome Reception!

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

Top Teams & RIAs

Sample Sessions

CE Credits Available

  • Fastest Growing Teams
  • The Science behind Successful Advisory Teams
  • What are the Best Team Structures
  • Compensating and Motivating Teams
  • Building the Team of the Future
  • SHOOK® Showdown – Best Team Idea Competition
  • Overcoming the Bottleneck of Your Business
  • Plus… tracks for analysts, client service and leaders



Shook Research


Vouchers are still being accepted. Please contact us if you have any questions or if you are using a voucher. events@shookresearch.com




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Write your Best Idea:


Jennifer Morgan

Global Head of Portfolio Operations

Zach Vaughan

Managing Partner,
Real Estate at Brookfield

Calvin Johnson

Pro Football Hall of Fame
Inductee Class of 2021

Kevin O’Leary

Chairman, O’Leary Ventures
Star of Shark Tank

Al Chu

Portfolio Manager
Newton Investment Management

Brian Gallary

Head of Strategy & Consulting
First Trust Portfolios L.P.

Richard Bernstein

Richard Bernstein Advisors

Raj Dahnda

Global Head of Wealth Management
Ares Wealth Management Solutions

Patrick McAndrew

Founder & CEO

Matt McLennan

Co-Head of Global Value Team
& Portfolio Manager
First Eagle Investments

R.J. Shook

Co-Founder & President
SHOOK Research,
Senior Forbes Contributor

Liz Shook

Co-Founder & COO
SHOOK Research

and more…