2026 Forbes | SHOOK Top Teams Summit

Fontainebleau Miami Beach | February 9-11, 2026

SOLD OUT!

 

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
Shook Research

REGISTER HERE

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

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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*

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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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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…