2025 Forbes | SHOOK Top Advisor Summit

The Wynn | October 14-17, 2025 | Las Vegas, NV

Register below - Sells out every year!

 

#ForbesSHOOKTopAdvisor

 

October 14-17, 2025

The Wynn, Las Vegas, NV

October 14: Pre-Party at Jardin, hosted by First Trust
October 15, 12pm: Opening Sessions, Best Idea Competition, Gala Dinner
October 16: Sessions, Dine-Arounds with Partners
October 17: Sessions conclude at 11am


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!



Past Sample Sessions:

CE Credits Available

  • "The Group of 8" R.J. Shook
  • Building the Team of the Future
  • Market Outlook: Investing with Caution and Courage
  • Team Structures and Compensation
  • SHOOK Ones - Best Ideas from America's Top Advisors
  • Investing Ideas from Industry Experts
  • The Future of Our Practices
  • Opportunities in Alternative Markets

and much more...



Premier Partner Invesco QQQ
Shook Research

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Are you interested in participating in our SHOOK® Best Idea Competition?*

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

Write your Best Idea:*


"Better Half" Event – Oct. 16
Significant others are invited complimentary with your ticket to this exclusive half-day event & a cocktail reception to follow.

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Speakers:


Mark Cuban

President
Harbinger Sports Partners
Cost Plus Drugs
Mark Cuban Companies

Robert F. Smith

Founder, Chairman & CEO
Vista Equity Partners

John P. Abizaid

Ret. U.S. Army Four-Star General
Lazard Senior Advisor

Jenny Johnson

President & CEO
Franklin Templeton

Rick Rieder

CIO of Global Fixed Income Head of Global Allocation
BlackRock

Cliff Asness

Founder, Managing Principal & Chief Investment Officer
AQR Capital Management

Rashaun Williams

Chief Investment Officer
Harbinger Sports Partners
Atlanta Falcons Limited Partner

Kort Schnabel

Co-Head of Sports, Media & Entertainment
Ares Management

Anastasia Amoroso

Chief Investment Strategist
Partners Group

Matthew McLennan

Co-Head of Global Value Team & Portfolio Manager
First Eagle Investments

Lawrence Golub

CEO
Golub Capital

Matt Nord

Co-Head of Private Equity
Apollo

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Mike Gitlin

President & CEO
Capital Group

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Joseph Coughlin, PhD

Director of the MIT AgeLab
presented by Hartford Funds

Holly Swan

Head of Wealth Solutions Global Client Strategy
Allspring Global Investments

Logan Nicholson

Senior Managing Director
Direct Lending Investment Team
Blue Owl

Liz Shook

Co-Founder & COO
SHOOK Research

Jean Salata

Chairman
EQT Asia

Eric Muller

Portfolio Manager & Partner
CEO - BDCs
OHA

John Hoffman

Head of Distribution & Partnerships
Grayscale

John Christmas

Co-Head of Business Development & Investor Relations
HPS Investment Partners

Janel Jackson

Principal, Head of Bank and Institutional
Vanguard

Robert Forsyth

Global Head of ETFs
Lazard Asset Management

David Nowak

President, Private Equity
Brookfield

Jeannie Underwood-Kotner

Senior Vice President
Head of Global Atlantic Consulting

Emily Roland

Co-Chief Investment Strategist
Manulife John Hancock Investments

Ashmi Mehrotra

Managing Director, Portfolio Manager
Global Co-Head of Private Equity
J.P. Morgan Asset Management

Alisa Amarosa Wood

Partner & Co-CEO
KKR Private Equity Conglomerate

Nelson Scott

Vice President & High Net Worth Specialist
PGIM

Joshua Cummings

PM, Consumer & Comms Sector Lead
Janus Henderson Investors

and more…