2024 Forbes | SHOOK Top Women Advisor Summit

Eau Palm Beach Resort & Spa | May 20-22, 2024 | Palm Beach, FL



May 20-22, 2024

Eau Palm Beach Resort & Spa
100 S. Ocean Blvd., Manalapan, FL


May 20: Welcome Reception, Gala Dinner (Sessions Begin)
May 21: Sessions, SHOOK® Showdown – Best Idea Competition, presented by PGIM, Cocktails, Dine-Arounds with Partners
May 22: Sessions conclude at 11:30am

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 Advisors & RIAs

Sample Sessions

CE Credits

  • Become Priceless to Your Clients
  • Inspiring Women: Growing Your Practice and Impact
  • Building a Purposeful Practice
  • A Discussion on Politics, Policy and the Economy with Libby Cantrill
  • Standing Strong – Susan G. Komen
  • Not Your Typical Economic Cycle
  • Looking Forward: Succession Planning
  • Leading Your Way to Wellness
  • The Art and Power of Authentic Communication
  • Technological Convergence: Disrupting the Norm, Defining the Future
  • The Risk of Being Too Comfortable
  • Misconceptions and Realities: The State of the Current Real Estate Cycle
  • Celebrating Women Breaking The Glass Ceiling
  • Message Mapping: Getting to the Buying Zone
  • Building a Team to Outlast You
  • Deepening Relationships with Your Clients

SHOOK® Showdown – Best Idea Competition
Shook Research


Vouchers are still being accepted. Please contact us if you would like to join our waitlist - events@shookresearch.com


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Are you interested in obtaining CE credits? Please enter the appropriate ID # below. *
*ID #’s must be submitted within 2 weeks from May 20 to receive credits*

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Are you interested in participating in our SHOOK® Showdown – Best Idea Competition, presented by PGIM*

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

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Libby Cantrill

Head of Public Policy

Alisa Wood

Partner & Co-CEO
KKR Private Equity Conglomerate

Sallie Krawcheck

CEO & Founder

Jeannie Underwood-Kotner

Senior Vice President & Head of Global Atlantic Consulting
Global Atlantic Financial Group

Emily Roland

Co-Chief Investment Strategist
John Hancock Investment Management

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Lisa Kueng

Managing Director of Business Development
Invesco Global Consulting

Julie Hong

Senior Partner
Co-Head of TPG’s Global Capital Markets

Rebecca Burke

Vice President
Product Specialist
ARK Investments

Liz Shook

Co-Founder & COO
SHOOK Research

Mary Ann Bartels

Chief Investment Strategist
Sanctuary Wealth

Dr. Ankur Crawford

Executive Vice President & Portfolio Manager

Samantha McLemore

Founder & CIO
Patient Capital Management

Maria Quinn

Senior Advice Strategist

Kenly Brozman

Health & Performance Coach
Canyon Ranch

Sarano Kelley

The Kelley Group

Ann Chung

Senior Managing Director & Global Head of Consumer Growth
Blackstone Growth

Agustin Mohedas, Ph.D.

Portfolio Manager | Research Analyst
Janus Henderson Investors

and more...