#ForbesSHOOKTopAdvisor

October 14-17, 2025

The Wynn

Las Vegas, NV

CE Credits Available

Event Timeline

October 14: Pre-Party at Jardin, hosted by First Trust
October 15, 12pm: Opening Sessions, Best Idea Competition, Gala Dinner
October 16: Sessions, Dine-Arounds with Partners
October 17: Sessions conclude at 11am

SHOOK® Connect

Looking to connect with the SHOOK® Research analyst who interviewed you? Please visit our Directory Booth in the Exhibitor Area, or email contact@shookresearch.com

Photo op: Take home your picture on the cover of Forbes!

Past Sample Sessions

  • "The Group of 8" R.J. Shook
  • Building the Team of the Future
  • Market Outlook: Investing with Caution and Courage
  • Team Structures and Compensation
  • SHOOK Ones - Best Ideas from America's Top Advisors
  • Investing Ideas from Industry Experts
  • The Future of Our Practices
  • Opportunities in Alternative Markets

and much more...

Premier Partner Invesco QQQ

Registration

Bring your whole team and take home your picture on the cover of Forbes!

$


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Featured Speakers

America’s Top Advisors & RIAs, plus...

Robert F. Smith

Robert F. Smith

Founder, Chairman & CEO
Vista Equity Partners

Rick Rieder

Rick Rieder

CIO of Global Fixed Income & Head of Global Allocation
BlackRock

John P. Abizaid

John P. Abizaid

Ret. U.S. Army Four-Star General
Lazard Senior Advisor

Jenny Johnson

Jenny Johnson

President & CEO
Franklin Templeton

Lawrence Golub

Lawrence Golub

CEO
Golub Capital

Lawrence Golub

Lawrence Golub

CEO
Golub Capital

Cliff Asness

Cliff Asness

Co-Founder
AQR Capital Management

Matthew McLennan

Matthew McLennan

Co-Head of Global Value Team & Portfolio Manager
First Eagle Investments

Kort Schnabel

Kort Schnabel

Co-Head of Sports, Media & Entertainment
Ares Management

Anastasia Amoroso

Anastasia Amoroso

Chief Investment Strategist
Partners Group

Matt Nord

Matt Nord

Co-Head of Private Equity
Apollo

Janel Jackson

Janel Jackson

Principal, Head of Bank and Institutional
Vanguard

Richard Bernstein

Richard Bernstein

CEO & CIO
Richard Bernstein Advisors

Holly Swan

Holly Swan

Head of Wealth Solutions Global Client Strategy
Allspring Global Investments

Mike Gitlin

Mike Gitlin

President & CEO
Capital Group

Joseph Coughlin, PhD

Joseph Coughlin, PhD

Director of the MIT AgeLab
presented by Hartford Funds

Jean Salata

Jean Salata

Chairman of EQT Asia

Eric Muller

Eric Muller

Portfolio Manager & Partner
CEO - BDCs
OHA

Liz Shook

Liz Shook

Co-Founder & COO
SHOOK Research

John Hoffman

John Hoffman

Head of Distribution & Partnerships
Grayscale

& more!