2025 Forbes | SHOOK Top Teams Summit

Fontainebleau Miami Beach | March 3-5, 2025

SOLD OUT IN 2024!

Venues / Maps

Agenda

Partners

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FAQs

March 3-5, 2025

Fontainebleau Miami Beach
4441 Collins Ave., Miami Beach, FL

March 3: Welcome Reception, Dine-Arounds with Partners
March 4: Sessions, Best-Idea Competition, Cocktails,
Dine-Arounds with Partners
March 5: Sessions conclude at 11am

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

Top Teams & RIAs

Past Session Topics

CE Credits Available

Fastest Growing Teams
The Science behind Successful Advisory Teams
What are the Best Team Structures
Compensating and Motivating Teams
Building the Team of the Future
SHOOK® Showdown – Best Team Idea Competition
Overcoming the Bottleneck of Your Business
Plus… tracks for analysts, client service and leaders

Shook Research

Pre-register to reserve your ticket. Payment or voucher isn’t necessary until closer to event

Last event sold out in 3 weeks with hundreds on the waiting list.

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Past Speakers:

Steve Schwarzman

Chairman, CEO & Co-Founder
Blackstone

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Barry Sternlicht

Chairman & CEO
Starwood Capital Group

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Chloe Berry

Managing Director
Head of the Brookfield Infrastructure Income Fund

Matt McLennan

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

Chris Harrington

Partner, Head of Financial Services Team, Co-CEO of K-PEC
KKR

Julie Genjac

Vice President and Managing Director of Applied Insights
Hartford Funds

Bryan Powell

Senior Director, Practice Management
Janus Henderson Investors

Dr. William Klepper

Academic Director in Executive Education
Columbia Business School

Jackie Wilke

VP and Advisor Consultant
First Trust

Jack Daly

Owner and CEO
TRX

Moshe Bajnon

Partner, Co-Head PW Partnerships
Ares Wealth Management

John Nersesian

Head of Advisor Education
PIMCO

and more…

Disclaimer

* SHOOK is completely independent and objective and does not receive compensation from financial advisors, their firms or the media in exchange for ranking purposes.