2024 Forbes | SHOOK Top Teams Summit

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

SOLD OUT!

 

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

 

 

 
Speakers:


Steve Schwarzman

Chairman, CEO & Co-Founder
Blackstone

R.J. Shook

Co-Founder & CEO, SHOOK Research
& Senior Forbes Contributor

Barry Sternlicht

Chairman & CEO
Starwood Capital Group

Richard Bernstein

CEO & CIO
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
KKR

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
TRX

Moshe Bajnon

Partner, Co-Head PW Partnerships
Ares Wealth Management

John Nersesian

Head of Advisor Education
PIMCO

and more…