2024 Forbes | SHOOK Top Teams Summit

Fontainebleau Miami Beach - 4441 Collins Ave, Miami Beach, FL - Feb. 20-22, 2024



Feb. 20-22, 2024

Fontainebleau Miami Beach
4441 Collins Ave, Miami Beach, FL


Feb. 20: Welcome Reception, Dine-Arounds with Partners
Feb. 21: Sessions, Best-Idea Competition, Cocktails, Dine-Arounds with Partners
Feb. 22: Sessions conclude at 12pm

SHOOK Connect

Looking to connect with the SHOOK Research analyst who interviewed you? Please visit our Directory Booth in the Exhibitor Area, or email contact@shookresearch.com

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

Top Teams & RIAs

Past Session Topics

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 would like to join our waitlist – events@shookresearch.com


Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

Company: *

Company Name:*

Team 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 Feb. 20th in order to receive credits*

I-W 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:*

Guest/Spouse Information:

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Last Name: *

Email: *

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Steve Schwarzman

Chairman, CEO & Co-Founder

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Barry Sternlicht

Chairman & CEO
Starwood Capital Group

Richard Bernstein

Richard Bernstein Advisors

Chloe Berry

Managing Director
Head of the Brookfield Infrastructure Income Fund

Matt McLennan

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

Chris Harrington

Partner, Head of Financial Services Team, Co-CEO of K-PEC

Julie Genjac

Vice President and Managing Director of Applied Insights
Hartford Funds

Bryan Powell

Senior Director, Practice Management
Janus Henderson Investors

Dr. William Klepper

Academic Director in Executive Education
Columbia Business School

Jackie Wilke

VP and Advisor Consultant
First Trust

Jack Daly

Owner and CEO

Moshe Bajnon

Partner, Co-Head PW Partnerships
Ares Wealth Management

John Nersesian

Head of Advisor Education

and more…