2026 Forbes | SHOOK Top Teams Summit

Fontainebleau Miami Beach | February 9-11, 2026

Sold Out in 2025!

 

February 9-11, 2026

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

Feb. 9:

Cocktails & Apps, Dine-Arounds with Partners

Feb. 10:

Full Day of Sessions, SHOOK® Best Idea Competition, Cocktails, Dine-Arounds with Partners

Feb. 11:

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® Best Team Idea Competition
  • Overcoming the Bottleneck of Your Business
  • Plus… sessions for analysts, client service and leaders
Shook Research

REGISTER HERE

To purchase bulk team tickets, please contact events@shookresearch.com
for discounted pricing options.

PLEASE CHOOSE CHECKOUT OPTION: *

Email Address: *

First Name: *

Last Name: *

Alternate Email Address:

Title: *

CRD #:

Company: *

Company Name:*

Team Name:*

Work Phone: *

Cell Phone (Live event updates):

Team Total Assets: *

$

Address: *

Suite/Floor:

City: *

State: *

Country: *

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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 February 11 to receive credits*

I-W ID#:

CFP ID#:

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:*


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Past Speakers:


Kevin O'Leary

Chairman
O’Leary Ventures
Star of Shark Tank

Steve Schwarzman

Chairman, CEO & Co-Founder
Blackstone

Barry Sternlicht

Chairman & CEO
Starwood Capital Group

Rick Rieder

CIO of Global Fixed Income
Head of Global Allocation
BlackRock

Mark Cuban

President
Harbinger Sports Partners
Cost Plus Drugs
Mark Cuban Companies

Robert F. Smith

Founder, Chairman & CEO
Vista Equity Partners

Calvin Johnson

Pro Football Hall of Fame Inductee
Class of 2021

R.J. Shook

Co-Founder & CEO, SHOOK Research
& Senior Forbes Contributor

Cathie Wood

CEO & CIO
Ark Invest

Jake Paul

Boxer, Influencer, Actor & Founder
Betr

Cliff Asness

Founder, Managing Principal & CIO
AQR Capital Management

Jenny Johnson

CEO
Franklin Templeton

Daniel Ivascyn

Group CIO
PIMCO

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Scott Kapnick

CEO
HPS Investment Partners

Anastasia Amoroso

Chief Investment Strategist
Partners Group

Lawrence Golub

CEO
Golub Capital

Liz Shook

Co-Founder & COO
SHOOK Research

Michael Arone

Chief Investment Strategist
State Street Investment Management

Brian Levitt

Chief Global Market Strategist
Head of Strategy & Insights
Invesco

Julie Genjac

VP, Managing Director
Applied Insights
Hartford Funds

David Levi

Managing Partner & CEO of
Brookfield’s Global Client Group

Jackie Wilke

VP & Advisor Consultant
First Trust

Matthew McLennan

Head of Global Value Team
Portfolio Manager
First Eagle

and more…