2025 Forbes | SHOOK On-The-Road Regional Event

The Merchants Exchange | San Francisco | November 18, 2025

SOLD OUT 2024

November 18, 2025

The Merchants Exchange
15th Floor | The Julia Morgan Ballroom
San Francisco, CA


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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Past Speakers:


Meghan Donoghue

Real Estate Portfolio Strategist
Blue Owl Capital

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Strider Elass

Senior Economist
First Trust Portfolios

William H. Bohnsack, Jr.

President & Senior Portfolio Partner
Oak Hill Advisors

Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR

Michael Camarella

Senior Portfolio Manager
Municipal Bond Team
Invesco

Pedro Palandrani

VP & Director of Research
Global X ETFs

Tom Morrison

Senior Managing Director & Co-President
Blackstone Private Equity Strategies

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

Madison Rizzo

Associate VP | Partnerships