2025 Forbes | SHOOK On-The-Road Regional Event

Kimpton Epic Miami | Miami, FL | December 10, 2025

SOLD OUT IN 2024

December 10, 2025

Kimpton Epic Miami | Miami, FL

Metropolis Ballroom | 14th Floor


Business Casual
11:30am Registration
12:00pm Light Bites and Sessions
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

  • "Leading with Purpose" 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
Shook Research

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Wednesday
December 10, 2025


 

TIME

SESSION & SPEAKER

12:00 – 12:15pm

Raising Your Team’s Percentile

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

12:15 – 12:20pm

SHOOK Ones: How to Use AI to Organize, Scale, and Streamline Your Practice

  • Gregory Steinmetz, Morgan Stanley Wealth Management
  • Intro: Jacob Shook, Senior Analyst | Next-Gen Lead, SHOOK Research

12:20 – 12:40pm

Market Outlook: Uncomfortably Bullish

  • Michael Arone, Chief Investment Strategist, State Street Investment Management
  • Moderator: John Foreman, Morgan Stanley Wealth Management
  • Intro: Michael McIlravy, Divisional Director, State Street Investment Management

12:40 – 1:00pm

Building Portfolios With Direct Lending for Income and Capital Preservation

  • Katie Fowler, Principal, Direct Lending Portfolio Strategist, Blue Owl

1:00 – 1:20pm

Today’s Evolving Real Estate Market

  • John Manley, Principal, Blackstone Real Estate
  • Moderator: Joe Jordan, Principal, Blackstone Private Wealth

1:20 – 1:25pm

SHOOK Ones: Ideas Around Team Offsites

  • Michael Silver, Baron Silver Stevens Financial Advisors
  • Intro: Erica Horak, Associate VP, Honors and Recognition, SHOOK Research

1:25 – 1:45pm

Redefining Value Investing with Investigative Research

  • Cynthia Chamberlayne, Senior Investment Strategist - Advisor Enablement, BNY Investments
  • Intro: Michael Hurley, Senior Investment Consultant, BNY Investments

1:45 – 2:05pm

Networking Break

2:05 – 2:10pm

SHOOK Ones: Growing Your Business with PR and Social Media

  • Eric Diton, The Wealth Alliance
  • Intro: Ann Hall, Senior Analyst, SHOOK Research

2:10 – 2:30pm

Ideas from the Masters List

  • Andrew Lerner, Ameriprise Financial Services
  • Matthew Poser, Morgan Stanley Wealth Management
  • Moderator: Derek Witte, VP, Market Leader, Invesco

2:30 – 2:50pm

Keep Calm and Bond On

  • Jeff Johnson, Vice President | Fixed Income Client Portfolio Manager, First Trust

2:50 – 3:10pm

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

  • Michael Woolhouse, Co-Managing Partner, TPG GP Solutions
  • Moderator: David Berdon, Morgan Stanley Private Wealth Management
  • Intro: Colin Morris, Principal, Head of SE PWM Distribution, TPG

3:10 – 3:30pm

Executing an Exceptional Client Service Model

  • Andrew Schultz, Morgan Stanley Private Wealth Management
  • Lisa Van Walleghem, MAXIMAI Investment Partners
  • Moderator: Pat Renehan, Vice President, Regional Consultant, State Street Investment Management

3:30 – 3:50pm

Top Teams - How We Are Achieving Growth

  • Michael Beckerman, Merrill Private Wealth Management
  • Joseph Fezza, Morgan Stanley Wealth Management
  • Moderator: Michael Hurley, Senior Investment Consultant, BNY Investments

3:50 – 4:00pm

The Last Word

  • Frank Berland, Managing Partner, SHOOK Research

4:00 – 5:00pm

Cocktails

 

Speakers:


Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR

Cynthia Chamberlayne

Senior Investment Strategist - Advisor Enablement
BNY Investments

John Manley

Principal
Blackstone Real Estate

Derek Witte

VP, Market Leader
Invesco

R.J. Shook

Co-Founder & CEO
SHOOK Research
Senior Forbes Contributor

Katie Fowler

Principal, Direct Lending Portfolio
Blue Owl

Jeff Johnson

VP, Fixed Income
Client Portfolio Manager
First Trust

Michael Woolhouse

Co-Managing Partner
TPG GP Solutions