2023 Forbes | SHOOK Top Women Advisor Summit

May 30-June 2, 2023 – Eau Palm Beach Resort and Spa


Pre-conference sessions begin on May 31



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Forbes | SHOOK Top Women Advisor Summit

Eau Palm Beach Resort & Spa

100 S Ocean Blvd., Manalapan, FL

May 30- June 2, 2023
May 30: Pre-Party
Sessions begin on Wednesday, May 31

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

Top Advisors & RIAs

CE Credits Available

Past 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.
  • Building a World-Class Team
  • The Service Model of the Future
  • Team Structures and Compensation
  • Succession Planning
  • Building a Multi-Generational Practice


Libby Cantrill

Head of Public Policy

Cathie Wood

Ark Investment

Liz Shook

Co-Founder & COO
SHOOK Research

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Jeannie Underwood

SVP & Head of Global Atlantic Consulting
Global Atlantic Financial Group

Liz Elting

Founder & CEO
Liz Elting Foundation

Lara Rhame

Chief U.S. Economist & Managing Director
FS Investments

Emily Liao

Equity Investment Director
Capital Group, Home of American Fund

Brie Williams

Head of Practice Management
State Street Global Advisors SPDR ETFs

Kathleen McCarthy

Global Co-Head of Real Estate

Tara Davies

Partner, Global Head of Core Infrastructure & Co-Head of European Infrastructure