2026 Forbes | SHOOK On The Road Regional Event

New York Hilton Midtown | New York, NY | March 25, 2026

SOLD OUT IN 2025

March 25, 2026

New York Hilton Midtown
1335 Avenue of the Americas, New York, NY


Business Casual
11:30am Registration
12:00pm 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

CE Credits

  • “The Infinite Team” R.J. Shook
  • SHOOK Ones: Best Ideas from America's Top Advisors
  • Building the Team of the Future
  • Private Credit: An Evolving Market’s Benefits for High Net Worth Clients
  • Optimizing Equity: Balancing Public-Private Allocations
  • The Implications of Private Alternatives in your Practice
  • Opportunities in Real Estate
  • Market Outlook: Navigating the Four Big Themes


Shook Research

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Past Speakers:


Michael Arone

Chief Investment Strategist
State Street Global Advisors SPDR ETFs

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Jonathan Wilhelm

Senior Vice President
Senior Portfolio Manager
First Trust

Jay Therrien

Managing Director of Executive Consulting
Invesco Global Consulting

Mark Affolter

Co-Head of
Ares Sports, Media and Entertainment Ops. &
U.S. Direct Lending

Viral Patel

Chief Executive Officer
Blackstone Private Equity Strategy

Meghan Donoghue

Principal
Real Assets Portfolio Strategist
Blue Owl

R.J. Shook

Co-Founder & President
SHOOK Research
Senior Forbes Contributor

Ron Insana

Senior Analyst for CNBC

Randy Schwummer

Vice Chairman, Investor Solutions
Churchill Asset Management

Nick Childs

Head of Structured &
Quantitative Fixed Income
Portfolio Manager
Janus Henderson Investors

Craig Eberling

Vice President
ETF Strategist
Fidelity Investments

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research