2025 Forbes | SHOOK On-The-Road Regional Event

The Maybourne Beverly Hills | Beverly Hills, CA | November 20, 2025

Register below - Sells out every year!

November 20, 2025

The Maybourne Beverly Hills
225 N. Canon Dr., Beverly Hills, CA


Business Casual
10:30am Registration
11:00am General Session & Light Bites
4:00pm Cocktails
Dine-arounds with Partners Following

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


Bring your team!


Past Sample Sessions

CE Credits

  • “Building the Infinite Team” R.J. Shook
  • SHOOK Ones – Best Ideas from America's Top Advisors
  • Building the Team of the Future
  • Choosing the Right Alternatives in an Inflationary Environment
  • Investment Panel - Where are the Opportunities


Premier Partner Invesco QQQ
Shook Research

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Speakers


Michael Arone

Chief Investment Strategist
State Street Investment Management

Anastasia Amoroso

Chief Investment Strategist
Partners Group

Denny Fish

Portfolio Manager
Research Analyst
Janus Henderson Investors

Steve Cook

Managing Director
Blackstone Private Equity Group

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Treavor Mosbough

Principal
Sr. Market Leader
Blue Owl

Michael Woolhouse

Co-Managing Partner
TPG GP Solutions

Cynthia Chamberlayne

Senior Investment Strategist
Advisor Enablement
BNY Investments

Nick Cirbo

VP, Market Leader
Invesco

Joshua Anderson

Portfolio Manager
Asset-Backed Securities
PIMCO

Gibson Smith

Founder
Smith Capital Investors

Thursday,
November 20, 2025


TIME

SESSION & SPEAKER

11:00 – 11:10am

Raising Your Team’s Percentile

  • R.J. Shook, Co-Founder & President, SHOOK Research & Senior Forbes Contributor

11:10 – 11:15am

SHOOK Ones: What’s Your Hourly Rate?

  • Nicholas Ciriello, RBC Wealth Management
  • Intro: Madison Rizzo, Associate VP | Partnerships, SHOOK Research

11:15 – 11:35pm

Private Markets Outlook

  • Anastasia Amoroso, Chief Investment Strategist, Partners Group
  • Intro: Mike Nuss, Senior Client Relationship Manager, Partners Group

11:35 – 11:55am

Seeking Attractive Risk-Adjusted Returns Across Cycles with Direct Lending

  • Moderator: Treavor Mosbough, Principal, Senior Market Leader, Blue Owl

11:55am – 12:00pm

SHOOK Ones: Engaging With COI's to Support and Grow Your Practice

  • Karin Longhurst, Morgan Stanley Private Wealth Management
  • Intro: Jacob Shook, Senior Analyst | Next-Gen Lead, SHOOK Research

12:00 – 12:20pm

Ideas from the Masters List

  • Marc Ackerman, IFC Advisors
  • Francois Viljoen, IFC Advisors
  • Moderator: Nick Cirbo, VP, Market Leader, Invesco

12:20 – 12:40pm

Private Equity in Focus: Identifying Bespoke Opportunities and Developing Unique Partnerships

  • Michael Woolhouse, Co-Managing Partner, TPG GP Solutions
  • Moderator: Jimmy Klein, Morgan Stanley Private Wealth Management
  • Intro: Max Stegner, Vice President, TPG

12:40 – 1:10pm

Networking Lunch Break

1:10 – 1:15pm

SHOOK Ones: How We’re Attacking the “The Great Wealth Transfer” with Multigenerational Planning

  • Perry Richards, Merrill Wealth Management
  • Intro: Kaili Moran, Planning Coordinator | Event Associate, SHOOK Research

1:15 – 1:35pm

Five Considerations

  • Gibson Smith, Founder, Smith Capital Investors

1:35 – 1:55pm

Unlocking Opportunities in Private Equity

  • Steve Cook, Managing Director, Blackstone Private Equity Group
  • Moderator: Bill Tugurian, Managing Director, Blackstone Private Wealth Solutions

1:55 – 2:15pm

Market Outlook: Position for Policy Pivots

  • Michael Arone, Chief Investment Strategist, State Street Investment Management
  • Moderator: Joseph Schirripa, UBS Wealth Management
  • Intro: Darius Tandy, Regional Consultant, State Street Investment Management

2:15 – 2:35pm

The Pace of Change Has Never Been Greater & It Will Likely Never Be This Slow Again

  • Denny Fish, Portfolio Manager | Research Analyst, Janus Henderson Investors
  • Moderator: Richard Jones, Merrill Private Wealth Management
  • Intro: Bill Kennedy, Executive Director, Advisor Solutions Group, Janus Henderson Investors

2:35 – 2:55pm

Redefining Value Investing with Investigative Research

  • Cynthia Chamberlayne, Senior Investment Strategist - Advisor Enablement, BNY Investments
  • Intro: Scott Silverman, SVP, Advisor Solutions Group, BNY Investments

2:55 – 3:15pm

Staying Ahead of the Curve-Market Thoughts from PIMCO

  • Joshua Anderson, Portfolio Manager, Asset-Backed Securities, PIMCO
  • Moderator: Alex Shahidi, Evoke Advisors
  • Intro: Antonese Robertson, Vice President, Account Manager, PIMCO

3:15 – 3:35pm

Top Teams - How We Are Achieving Growth

  • Patrick Schaffer, UBS Private Wealth Management
  • Brandon Bernstein, Wells Fargo Advisors
  • Moderator: Krista Goryl, Western Division Growth Director, Wells Fargo Advisors

3:35 – 3:45pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

3:45 – 4:45pm

Cocktails