Fontainebleau Miami Beach 4441 Collins Ave., Miami Beach, FL
Coming Soon!
Agenda
Agenda
MONDAY, FEBRUARY 9, 2026
4:00pm
Registration – Ocean Lawn
4:00-6:00pm
Welcome Reception – Ocean Lawn
6:30pm
Dine-Arounds with Partners
TUESDAY, FEBRUARY 10, 2026
7:00am-4:00pm
Registration – Luster Gallerie
8:00am-5:00pm
Sessions – Sparkle Ballroom
5:30-6:30pm
Cocktail Reception – Luster Gallerie
6:30pm
Dine-Arounds with Partners
WEDNESDAY, FEBRUARY 11, 2026
9:00-11:00am
Sessions – Sparkle Ballroom
Partners
Partners
Presenting Partners
Exhibiting Partner
and more to come...
Firms
Firms
and more to come...
FAQs
FAQs
Q: When should I arrive?
A: We recommend arriving on Monday, February 9. The Welcome Reception will begin at 4:00 PM on the Ocean Lawn.
Q: When should I plan to depart?
A: The Teams Summit will conclude on Wednesday, February 11 around 11:00 AM. We suggest booking return flights for 2:00 PM or later.
Q: What is the dress code?
A: Business Professional attire is recommended throughout the event.
Q: Is there reserved seating?
A: Seating is open—please feel free to sit wherever you prefer.
Q: Where is event registration located?
A:Monday, February 9: Ocean Lawn beginning at 4:00 PM Tuesday, February 10: Luster Gallerie beginning at 7:00 AM
Q: Where can I access the agenda?
A: The final agenda will be available on our event webpage once confirmed and will also be emailed to all registered attendees.
Q: Are meals included with my ticket?
A: Yes, your event ticket includes the following meals:
- Monday: Welcome Reception – passed hors d’oeuvres & cocktails
- Tuesday: Breakfast, lunch, and cocktail reception
- Wednesday: Breakfast
Q: What are the hotel options if the room block is sold out?
A: If the Fontainebleau room block is full, we recommend the following nearby hotels (within walking distance):
- Eden Roc Miami Beach
- Andaz Miami Beach, by Hyatt
- Grand Beach Hotel Miami Beach
- Faena Hotel Miami Beach
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
Session Topics
CE Credits Available
"The Science Behind Team Growth... and Failure" R.J. Shook
How to Source Top Talent for Your Team
Powering AI: The Backbone of the Digital Future
SHOOK® Teams Best Idea Competition
5 Keys to High-Performing Teams
Market Outlook: Uncomfortably Bullish
Success in Succession Planning
Incorporating a COO onto Your Team
Digital Assets Uncovered
SHOOK Ones: Our Team's Best Idea
Technology Outlook 2026: Run It Back, With Clear Eyes
Plus... sessions for analysts, client service and leaders
REGISTER HERE
To purchase bulk team tickets, please contact events@shookresearch.com for discounted pricing options.
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Speakers:
Michael Arone
Chief Investment Strategist
State Street Investment Management
Richard Bernstein
CEO & CIO
Richard Bernstein Advisors
Julie Genjac
VP, Managing Director
Applied Insights
Hartford Funds
Sikander Rashid
Global Head of AI Infrastructure
Brookfield
R.J. Shook
Co-Founder & CEO
SHOOK Research
Senior Forbes Contributor
Pete Stavros
Partner and Co-Head
KKR Private Equity
Viral Patel
CEO
BXPE
Steve Willmann
Co-Portfolio Manager of TPOP
Treasurer of TPG
Purnima Puri
Governing Partner and Head of Liquid Credit
HPS Investment Partners
Denny Fish
Portfolio Manager and Research Analyst
Janus Henderson Investors
Liz Shook
Co-Founder & COO
SHOOK Research
Tim Sloan
Vice Chairman & Global Head of Real Estate
Fortress Investment Group
Nate Walton
Partner
Head of Ares Private Equity Secondaries
Jim Cotchett
Head of Strategic Client Engagement
US Wealth Solutions
First Eagle Investments
Greg Hall
Managing Director
Head of U.S. Global Wealth Management
PIMCO
Gibson Smith
Founder
Smith Capital Investors
John Tobin
Chief Investment Officer
BNY Investments Dreyfus
John Edenbach
Managing Director, Business Development
GoldenTree Asset Management
Kate Bassett
Portfolio Manager
Invesco
and more…
Cancellation Policy
Cancellations made more than three weeks prior to the event start date are subject to a $100 cancellation fee, which covers administrative costs. No refunds will be issued for cancellations made within three weeks of the event.
Book Your Room
Our room block is now closed please call (702) 770-7000 for reservations.