2025 Forbes | SHOOK Top Advisor Summit

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

SOLD OUT!

 

#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!



Sample Sessions:

CE Credits Available

  • "This Is Who We Are" R.J. Shook
  • Scaling With Intention: Practical Ways to Grow Without Sacrificing Client Experiences
  • Tax Policy: What Your Clients Should Consider and Investment Strategies
  • SHOOK® Best Idea Competition
  • Sports, Media & Entertainment: Investing in the Next Frontier
  • The 8000 Days of Retirement
  • The Next Step in AI: Where Should Investments Be Directed?
  • Designing Your Practice of the Future: Succession Planning with Purpose
  • Secondaries: A New World Order
  • State of Cybersecurity
  • Where is Private Equity Going?

and much more...



Premier Partner Invesco QQQ
Shook Research

SOLD OUT!

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

 

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*ID #’s must be submitted within 2 weeks from October 14 to receive credits*

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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

Emily Roland

Co-Chief Investment Strategist
Manulife John Hancock Investments

Rick Rieder

CIO of Global Fixed Income Head of Global Allocation
BlackRock

Cliff Asness

Founder, Managing Principal & Chief Investment Officer
AQR Capital Management

Ashmi Mehrotra

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

Daniel Ivascyn

Group Chief Investment Officer
PIMCO

Alisa Amarosa Wood

Partner & Co-CEO
KKR Private Equity Conglomerate

Vern Perry

Global Head of Blackstone Strategic Partners

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Jenny Johnson

CEO
Franklin Templeton

Kort Schnabel

Co-Head of Sports, Media & Entertainment
Ares Management

Matthew McLennan

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

Anastasia Amoroso

Chief Investment Strategist
Partners Group

Rashaun Williams

Chief Investment Officer
Harbinger Sports Partners
Atlanta Falcons Limited Partner

Lawrence Golub

CEO
Golub Capital

Matt Nord

Co-Head of Equity
Apollo

Logan Nicholson

Senior Managing Director
Direct Lending Investment Team
Blue Owl

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

Jean Salata

Chairman
EQT Asia

David Nowak

President, Private Equity
Brookfield

Paul Brunswick

Head of Invesco Global Consulting

Andrew Winer

Managing Director
COO – Registered Funds
OHA

Zach Pandl

Head of Research
Grayscale

Michael Patterson

Founding Partner, Co-President
HPS Investment Partners

Janel Jackson

Principal, Head of Bank and Institutional
Vanguard

Robert Forsyth

Global Head of ETFs
Lazard Asset Management

Liz Shook

Co-Founder & COO
SHOOK Research

Jeannie Underwood-Kotner

Senior Vice President
Head of Global Atlantic Consulting

Robert Stein

Deputy Chief Economist
First Trust

Joshua Cummings

PM, Consumer & Comms Sector Lead
Janus Henderson Investors

Michael Arone

Chief Investment Strategist
State Street Investment Management

Ken Haman

Managing Director
Alliance Bernstein Advisor Institute

Matt Jones

TPG Partner
Co-Managing Partner
TPG Secondaries

Chris Brady

Director of Practice Management and Strategic Client Relations
Pacific Life

Nelson Scott

Vice President & High Net Worth Specialist
PGIM

Jim Bergeron

Managing Director, Advisor Education
Nuveen

Raman Srivastava

Insight Investment CEO
BNY Investments

David McSweeney

Vice President, Client Assurance
Information Security Officer
Fidelity

and more…