2026 Forbes | SHOOK Top Advisor Summit

The Wynn | October 13-16, 2026 | Las Vegas, NV

 

#ForbesSHOOKTopAdvisor

 

October 13-16, 2026

The Wynn, Las Vegas, NV

October 13: Pre-Party, hosted by State Street Investment Management
October 14: Sessions begin, Best Idea Competition, Gala Dinner
October 15: Sessions, Dine-Arounds with Partners
October 16: Sessions conclude at 11am


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...

Shook Research

REGISTER HERE

 

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Are you interested in obtaining CE credits? Please enter the appropriate ID # below. *
*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?*

Showcase your expertise ON STAGE! Selected participants will have up to two minutes to share a practical, innovative, and impactful idea with their advisor peers. Ideas should be a tangible take away and can focus on topics such as practice management, client engagement, team development, operational efficiencies, or other strategies that have contributed to your success.

Write your Best Idea:*


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Past Speakers:


Molly Bennard

Chief Executive Officer
SHOOK Research

John Waldron

President and Chief Operating Officer
Goldman Sachs

Phong Le

President and CEO
Strategy

Matt Cole

Chairman and CEO
Strive

Emily Roland

Co-Chief Investment Strategist
Manulife John Hancock

Julian Salisbury

Partner, Co-President, Co-Chief Investment Officer
Sixth Street

Cyrus Gentry

Chief Executive Officer
SP+ INFRA

Tom Lee

Chief Investment Officer and Portfolio Manager
Fundstrat Capital

Blake Eggemeyer

Chief Marketing Officer
SHOOK Research

Rick Rieder

Chief Investment Officer of Global Fixed Income & Head of Global Allocation Investments
BlackRock

Jeannie Underwood-Kotner

Director, Head of The Consulting Group
Global Atlantic a Business of KKR

Zia Uddin

President
Monroe Capital

Ben Brown

Co-President and Head of the Americas, Real Estate
Brookfield

Joel Greenblatt

Founder & Co-Chief Investment Officer
Gotham Asset Management

Eve Cout

Principal, Head of Advisor Solutions, Financial Advisor Services
Vanguard

Hartley Rogers

Executive Co-Chairman
Hamilton Lane

Michael Arone

Chief Investment Strategist
State Street Investment Management

Richard Bernstein

Global Head of Macro & Customized Investing
Janus Henderson Investors

Jas Khaira

Global Head of Blackstone N1
Blackstone

Ahsan Aijaz

Global Head of Net Lease
Fortress

Dave Donahoo

Head of Private Markets – Americas Wealth Management
Franklin Templeton

Matt Murphy

Managing Director, Head of Wealth Management
Grayscale

Matthew McLennan

Head of Global Value Team and Portfolio Manager
First Eagle Investments

Robert DiMella

Co-Head of MacKay Municipal Managers, Executive Managing Director
New York Life Investments

David Roth

Partner, Global Head of Real Estate Strategy and Growth
Ares Management

Andrew Beer

Co-Founder & Managing Member
DBi

Ben Pearl

Managing Director & Global Co-Head of Neuberger Secondary Private Equity
Neuberger Berman

Joseph Wilson

Managing Director, Portfolio Manager and Research Analyst, U.S. Equity Group
J.P. Morgan Asset Management

Chad Hutchinson

Partner
Arctos

Daniel Cohen

Partner, Private Equity
Apollo Global Management

Martin Taylor

Managing Director, Co-Head of Foundation Fund
Vista Equity Partners

Alex Darden

Partner, Head of Infrastructure – Americas
EQT Partners

Colbert Cannon

Managing Director, Co-Head of Origination
HPS Investment Partners

Robert Stein

Deputy Chief Economist
First Trust

Brock Campbell

Head of Global Research and Portfolio Manager
BNY Investments Newton

Edward Keating

Managing Director and Client Portfolio Manager
Lazard Asset Management

Bill McManus

Vice President and Managing Director, Applied Insights
Hartford Funds

Nelson Scott

Vice President & High Net Worth Specialist
PGIM

and more…