A: Monday, May 18
Wednesday: Welcome reception will begin at 5:00pm and lead into the Gala Dinner at 6:00pm
Q: When should I book my travel home?
A: Wednesday, May 20, 2:00pm or later. The summit concludes around 11:30 am.
Q: What is the attire?
A: Welcome Reception & Dinner Gala — Party chic attire!
Business Professional—dresses, suits, skirts, blouses
Q: When can my significant other attend?
A: Monday, May 18 at 5:00pm – Welcome Reception
Q: How can I get agenda updates?
A: Check our event page for agenda updates.
Q: Where can I access the agenda?
A: We will be updating our event page once it has been finalized. We will also be sending out the agenda to all registered attendees.
Q: Is there reserved seating?
A: Feel free to sit where you would like.
Q: Where is event registration?
A: Registration will be located off the lobby entrance to the left at Registration Hall.
Q: Is my significant other allowed to attend dinner on Monday night?
A: Unfortunately, this is an advisor-only dinner.
Q: Is dinner provided on Tuesday night?
A: Join other Forbes | SHOOK ranked advisors during dine-arounds with partners.
Q: Are meals included with my ticket?
A: Yes, the following meals will be included with your ticket.
Monday: Welcome Reception & Gala Dinner
Tuesday: Breakfast, lunch, and the cocktail reception
Wednesday: Breakfast
Four Seasons Shuttle Transportation
Four Seasons Shuttle Transportation
*Transportation back-and-forth from the Four Seasons to The Eau every 10-minutes (2.5 mile distance)*
Monday, May 18:
Welcome Reception + Gala Dinner
3:30-9:00pm
Tuesday, May 19:
Sessions, SHOOK® Best Idea Competition, Cocktails, Dine-Arounds with Partners
May 18: Cocktails & Apps, Gala Dinner (Sessions Begin)
May 19: Full Day of Sessions, SHOOK® Best Idea Competition, Cocktails, Dine-Arounds with Partners
May 20: Sessions Conclude at 11:30am
Photo op: Take home your picture on the cover of Forbes!
Top Advisors & RIAs
Past Sample Sessions
CE Credits
Building a World-Class Team
Incentivizing and Compensating Team Members
Become Priceless to Your Clients
Inspiring Women: Growing Your Practice and Impact
Building a Purposeful Practice
A Discussion on Politics, Policy and the Economy with Libby Cantrill
Standing Strong – Susan G. Komen
Not Your Typical Economic Cycle
Looking Forward: Succession Planning
Leading Your Way to Wellness
The Art and Power of Authentic Communication
Technological Convergence: Disrupting the Norm, Defining the Future
The Risk of Being Too Comfortable
Misconceptions and Realities: The State of the Current Real Estate Cycle
Celebrating Women Breaking The Glass Ceiling
Message Mapping: Getting to the Buying Zone
Building a Team to Outlast You
Deepening Relationships with Your Clients
REGISTER HERE
Speakers:
Molly Bloom
Top Booked Inspirational Speaker, Subject of the Oscar-Nominated Film "Molly's Game", Bestselling Author, U.S. Ski Team Alum, and Host of Award-Winning Podcast "Torched"
Cathie Wood
Founder, CEO & CIO
Ark Invest
Emily Roland
Co-Chief Investment Strategist, Multi-Asset Solutions
Manulife John Hancock Investments
Mary Ann Bartels
Chief Investment Strategist
Sanctuary Wealth
Lauren Goodwin
Managing Director, Chief Investment Strategist for Global Wealth
KKR
Luyi Guo
Research Analyst
Janus Henderson Investors
Betsy Morgan
Co-Founder
Magnet Companies
Carolina Brochado
Partner, Head of EQT Ventures & Head of Growth US
EQT Partners
Jeannie Underwood-Kotner
Director, Head of The Consulting Group
Global Atlantic a Business of KKR
Seray Incoglu
Portfolio Manager, Commercial Real Estate
PIMCO
Kim Trick
Co-Chief Credit Officer and Partner
TPG Twin Brook
Kate Schuler
Principal, Sports, Media and Entertainment Specialist
Ares Management
and more...
2026 Forbes | SHOOK Top Women Advisor Summit Agenda
Molly Bloom, Top Booked Inspirational Speaker, Subject of the Oscar-Nominated Film, “Molly’s Game”, Bestselling Author, U.S. Ski Team Alum, and Host of Award-Winning Podcast, “Torched"
Moderator: Blake Eggemeyer, Chief Marketing Officer, SHOOK Research
Tuesday
May 19, 2026
TIME
EVENT
PLACE
7:00am - 4:00pm
REGISTRATION
REGISTRATION HALL
7:00am – 8:00am
BREAKFAST
FLAGLER HALL
8:00am – 8:10am
The Next Two Days: Priorities, Perspectives & Possibilities
Molly Bennard, President, SHOOK Research
GRAND BALLROOM
8:10am – 8:25am
SHOOK Ones: Constructing and Executing a Multigenerational Team
Mary Mullin, Merrill Wealth Management
Kyle Olson, Merrill Wealth Management
Moderator: Ken Correa, Managing Director, Head of Business & Client Development, Merrill Wealth Management
8:25am – 8:45am
Filter and Focus: Keeping Your Head in Today’s Headline-Driven Markets
Be Fearless: In the Face of Geopolitical Uncertainty and Market Volatility
Mary Ann Bartels, Chief Investment Strategist, Sanctuary Wealth
10:05am – 10:25am
Success in Succession Planning
Susanne Thalman, Edward Jones
Kristin Bloom, UBS Wealth Management
Moderator: Cady Johnson, Head of Field Sales, U.S. Global Wealth Management, PIMCO
10:25am – 10:45am
SNACK BREAK
FLAGLER HALL
10:45am – 11:05am
Lead, Delegate, Grow
Bonnie Mitten, Morgan Stanley Wealth Management
Katherin Romero, Merrill Wealth Management
Moderator: Caroline Gundeck, Managing Director, Head of Client and Field Engagement, Morgan Stanley Wealth Management
GRAND BALLROOM
11:05am – 11:10am
SHOOK Ones: My Best Idea
11:10am – 11:25am
The Human Side of AI
Amy DeTolla, Founder and CEO, Aureus Advantage
11:25am – 11:30am
Keep in Touch, Ladies!
Liz Shook, Co-Founder & COO, SHOOK Research
Waiver and Release Agreement
For good and valuable consideration, including the opportunity to attend or participate in certain events organized or sponsored by SHOOK Research (collectively, “Events”), the receipt and sufficiency of which is acknowledged, I hereby understand, acknowledge and agree to the following:
SHOOK Research reserves the right to photograph, film/videotape me and record my voice at any and all Events (collectively, “Recordings”), to use the Recordings and to use and share any material I provide and my name, voice, likeness, image and information about me (collectively, the “Appearance”) with its sponsors, and I hereby grant SHOOK Research and its sponsor the permission to us all such materials pertaining to the Appearance as they deem fit.
SHOOK Research may use, without requiring my express permission at each instance, the Appearance in publications or other media material produced, used, or contracted by SHOOK Research including but not limited to: brochures, invitations, newspapers, magazines, presentations, websites, advertising, publicity, public displays, and exhibitions, etc.
I hereby freely and without restraint consent to and give unto SHOOK Research and its subcontractors, agents, successors and assigns or anyone authorized by SHOOK Research (collectively referred to herein as the "Releasees") the unrestrained right in perpetuity to own, utilize, or alter the Recordings, in any manner the Releasees may see fit and for any purpose whatsoever, all of the foregoing to be without limitation of any kind. I hereby stipulate that the Recordings are the property of SHOOK Research to do with as it will, in perpetuity and in all languages, for all now known and/or hereafter existing uses, media, and forms, including, without limitation, all copyrights and related rights.
Releasees may utilize the Recordings or not as they choose in their sole discretion without affecting the validity of this Agreement. I hereby waive the benefits of any provision of law known as “droit moral” and/or “moral rights” or any similar law in any jurisdiction. It is understood and agreed that SHOOK Research shall have the right to combine the Appearance with any other materials of SHOOK Research and SHOOK Research shall have the right to edit, rearrange, vary, change, alter, modify, and to, and delete any portion of the Appearance.
I hereby waive to the fullest extent that I may lawfully do so, any causes of action in law or equity I may have or may hereafter acquire against the Releasees or any of them for libel, slander, invasion of privacy, copyright or trademark violation, right of publicity, or false light arising out of or in connection with the utilization by the Releasees or another of the Appearance or Recordings.
By registering for this event, you acknowledge and agree that your name, firm affiliation, contact information and other information provided may be shared with event sponsors and select third-party partners for purposes related to the event, including but not limited to networking, follow-up communications, and promotional offers and marketing communications.
I hereby irrevocably release SHOOK Research (including its licensees and assigns) from any claims of any nature (including rights of privacy and publicity) with respect to the use of the Appearance, Recordings, and/or Participant Information and/or the rights granted herein. "Participant Information" refers to any personal or professional information provided by me in connection with my participation in the event, including but not limited to my name, firm affiliation, job title, email address, phone number, and other information provided. I will indemnify and hold harmless SHOOK Research, its successors, assigns, affiliates, licensees, sub-distributors, agents, officers, directors, employees, and shareholders from and against all costs, damages, and claims arising from any and all claims involving the use of the Appearance, Recordings, and/or Participant Information, and/or any breach or alleged breach by me of any representation, warranty, or agreement hereunder.
Third-Party Registration and Data Authorization.
If I am registering, submitting information for, or otherwise facilitating the participation of any additional individual(s) (each, a “Third-Party Participant”), I represent and warrant that I have obtained all necessary permissions, consents, and authorizations from each such Third-Party Participant to provide their personal and professional information to SHOOK Research in connection with the Event. I further represent and warrant that each Third-Party Participant has been made aware of, and agrees to be bound by, the terms of this Waiver and Release Agreement, including without limitation those relating to Recordings, Appearance, and Participant Information.
I agree to indemnify, defend, and hold harmless SHOOK Research and the Releasees from and against any and all claims, liabilities, damages, or expenses (including reasonable attorneys’ fees) arising out of or related to (i) my failure to obtain such permissions or consents, or (ii) any claim by a Third-Party Participant relating to the use, disclosure, or processing of their information as contemplated herein.
SHOOK Research shall have the right to rely on the information provided by me for any Third-Party Participant without independent verification of such authorization.
I understand that if I do not wish to have my Appearance recorded for distribution, I will make notify, during the applicable Event, the photographer and/or the Event organizers, and/or notify, in advance of the applicable Event, SHOOK Research via e-mail at contact@shookresearch.com, failing either of which, I will be deemed to have consented to the Recording.
I understand that I may not use, copy, distribute, download, share, alter or modify any Recordings without the advance written permission of an authorized designee from SHOOK Research.
I hereby certify that I am over the age of eighteen, and that I have read, understood, and agreed to the foregoing; that I have had the chance to have my own legal counsel advise me about this document and that I have either done so or freely decided not to do so; and that other than as specified herein, SHOOK Research has not said or promised anything to induce me to grant the permission and release herein.
Cancellation Policy
Cancellations made prior to three weeks from the start of the event are subject to a $100 cancellation fee (our cost). If a cancellation is made within three weeks from the start of the event, no refund will be given. This is an invite only event.
Book Your Room
Our room block is now closed please call (702) 770-7000 for reservations.
