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Events

Conferences

Seeking to constantly raise professional standards and to propagate best practices, SHOOK events provide the ideal setting for the best Wealth Advisors & industry leaders to share their ideas.

 

Forbes/SHOOK Top Next-Gen Wealth Advisor Summit

Boston Sept. 30-Oct. 1 (Sold out in 2017–Reserve your ticket here)

 

The Forbes Under 30 Summit is an annual event that gathers 7,000 game-changing trailblazers and top business leaders, a music and food festival, and more.

ENTERTAINMENT 

Marshmello, musician
Epic Pub Crawl with thousands of Next Gens
 
SHOOK SPEAKERS
 
America’s Top Next-Gen Advisors
America’s Top Advisors (including #1) from Forbes Rankings
Industry Leaders
Hosted by R.J. Shook
 
TOPICS TO BE COVERED 
(CE credits will be available)
 
• Panel: Top Next-Gen Advisor & RIA
• Building a world-class team
• SHOOK Talks: Top Millennial Advisors sharing their best ideas
• Best advice from America’s Top Advisors (and mistakes to avoid)
• Formulating partnerships
• Compensating team members
• Panel: America’s fastest growing Next Gens
• Best ways to grow your business
• Impact investing
• Philanthropy
• Technology & the future of your business
• Open Mic session—prizes for best ideas
• And more…
 
SHOOK tickets are valid at all Forbes tracks when SHOOK is not in session.

Reserve your ticket here 

Forbes Speakers

(more to be announced soon)

  • Cardi B, musician
  • Marshmello, musician
  • John Kerry, Former U.S. Secretary of State and U.S. Senator
  • Steve Case, Chairman of The Case Foundation and Cofounder of AOL
  • Anthony Scaramucci, Founder of SkyBridge and Former White House Communications Director
  • Chris Wylie, Ex-Cambridge Analytica Research Director
  • Yvonne Orji, comedian, speaker, actress on Insecure
  • Oisin Hanrahan, Cofounder & CEO of Handy
  • Nat Turner, Cofounder & CEO, Flatiron Health
  • Josh Kopelman, Partner, First Round Capital
  • Cooper Hefner, Chief Creative Officer, Playboy
  • Gary Vaynerchuk, Chairman, VaynerX, CEO of VaynerMedia
  • Lynn Perkins, Cofounder & CEO, UrbanSitter
  • Jeremy Allaire, CEO & Cofounder, Circle Internet Financial
  • Neha Narula, Director of Digital Currency, MIT
  • Amanda Nguyen, CEO & Founder, Rise
  • Jean Brownhill, Founder and CEO, Sweeten
  • Natalya Bailey, Founder, Accion Systems
  • Karissa Bodnar, Founder & CEO, Thrive Causemetics
  • Bonin Bough, Host, Cleveland Hustles
  • Cindy Gallop, Founder, MakeLoveNotPorn and IfWeRanTheWorld
  • John Urschel, Former Baltimore Ravens offensive lineman turned MIT mathematician

Forbes/SHOOK Top Advisor Summit 2018

Bellagio, Las Vegas

February 27 — March 1, 2018
Details coming soon.

Request your invitation here. Tickets officially go on sale in December. (Last event sold out in 3 weeks)

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2017 RECAP

forbes-summit-circle

Sold out/oversubscribed in less than 3 weeks.  (Click here for agenda)
Forbes survey: 94% of attendees rated us “Best event”

Coverage by CNBC & Forbes
    – “Best industry event ever!”
     – “By far my favorite conference”
     – “Best speakers”
     – “I’m definitely coming back next year”
     – “…a notebook full of ideas!”
     – “Best industry insights I’ve heard at a conference”
     – “All-time favorite event I’ve ever gone to”
     – “Thank you Forbes & Shook…a game-changer”

Guest speakers: 
     – Keynote: Steve Forbes
     – R.J. Shook — Founder, President, SHOOK Research
     – Marc Lasry — Avenue Capital
     – Jamie Dinan — York Capital
     – Rick Rieder — Blackrock
     – Anthony Scaramucci — Senior Advisor to the President of the United States
     – Howard Marks — Oaktree
     – Joel Greenblatt — Gotham
     – Brian Wesbury — Chief Economist, First Trust Advisors
     – Gary Kaminsky — Co-Host Wall Street Week, Contributor to Fox Business & News
     – …plus the highest rated Advisors and RIAs sharing best practices.

 ——————————————————

NEW EVENT!!

Forbes/SHOOK Top Next-Gen Advisor Summit

tickets available here

Forbes/SHOOK Top Next-Gen Summit

 

GENERAL INFORMATION
 
Attendees: All millennial advisors and Top Advisors
 
Locations
Forbes/SHOOK: U. Mass Club (1 Beacon St.)
Forbes U30: Central meeting place: City Hall Plaza (other session locations: Faneuil Hall, MIT & U. Mass Club)
 

Attire: Casual; dress warm for Sunday night music fest; lots of walking on Boston’s cobblestone streets. 


Recommended Hotels: Omni Parker & Kimpton Nine-Zero are close proximity to U. Mass club & 9 min. walk to City Hall Plaza. 
Other nearby hotels: The Bostonian Boston, Harborside Inn, Club Quarters Hotel in Boston, Ames Boston Hotel, Curio Collection by Hilton 5, XV Beacon Hotel
 
CE Credits: Attendees of the Forbes•SHOOK can apply for CFP® credits & IMCA® credits (toward CIMA®/CIMC®/CPWA® designations).

 

SCHEDULE OF EVENTS

 

SUNDAY  Oct. 1 (Location: City Hall Plaza)


5:00-10:00pm  Music Fest — Look for SHOOK VIP Tent (gate opens at 3pm)
  Entertainment: Zedd + Playboi Carti + Skylar Grey
 

MONDAY  Oct. 2  (Location: U. Mass Club, 1 Beacon St.)
 
(Morning: attend Forbes sessions; your ticket is all-access when SHOOK is not in session.)
 
1:30-1:45pm Welcome Remarks: R.J. Shook (Founder, SHOOK Research & Forbes Contributor)

1:45-1:50pm SHOOK “Ones”: Top Next Gen shares #1 idea
       – Tyler Lane (Merrill)

1:50-2:15pm Guest Speaker: Ray Dalio, legendary investor (Founder, Bridgewater)

2:15-2:20pm SHOOK “Ones”: Top Next Gen shares #1 idea: 
       – Sara Rajo Miller (RIA, Miracle Mile Advisors)

2:20-2:45pm SHOOK Talks — The “Next-Gen Ones” 
The # 1 Next-Gen Advisor and #1 Woman share their approach to building their practice…and staying on top. 
       – Adam Merino (Morgan)
       – Rachel Gottlieb (UBS)

2:45-2:55pm SHOOK Talks: Philanthropy—Top Next-Gen Making a Difference
       Blair Cornell (UBS)  “Joy Ride”
   
2:55-3:10pm Networking/Refreshments
   
General Sessions

3:10-3:15pm SHOOK “Ones”: Top Next Gen shares #1 idea
       John Mele (Morgan)

3:15-3:40pm The Masters: Getting to the top…and going higher! Insights (and mistakes to avoid) from America’s Top-Ranked Advisors. 
       – Jeff Erdmann (Merrill, current #1 FA)
       – Hank McLarty (Gratus, Top RIA)
       Moderator: Robert Bruno (First Eagle)

3:40-3:45pm SHOOK “Ones”: Top Advisor shares #1 idea: Victor Livingstone (Morgan)
 
3:50-4:25pm Breakout Sessions 

  1. MIT AgeLab: Aging & Technology: Content: Aging and Technology as it relates to family dynamics within your client base. For the next generation of retirees, one question will trump all others: How do you add life to longer lives? This presentation explores five ways technology can change how your clients age in Retirement. Hartford Funds

 

2. Building a team to address needs of multiple generations.  
       Rees Mason (Merrill) & Varun Marneni (Raymond James). Moderator: Carl Petty, WisdomTree
 
  3. Building a world-class team: hiring, structures, compensation. 
       – Kyle Cauoette (UBS)
       – Jared Policastro (Morgan Stanley)
       – Ryan Weber (Raymond James) 
       Moderator: Rob Bruno First Eagle
   
4:25-5:05pm Roundtable Discussions 
Join a Top-Ranked advisor and fellow next-gens for an open “best practices” discussion—be prepared to share your business model…and biggest challenges.
   
5.05-5.15pm Break
   
5:15-6:00pm Welcome to “SHOOK-Tank” — our Ones “Open Mic session!!”–– be prepared to share your #1 idea* in 90 seconds. 
(Prizes: audience will select 2 winners & R.J. will write Forbes article** about each)
Panelists
       – Paul Pagnato, Top RIA (PagnatoKarp)
       – Paul Santucci (UBS), Managing Director and Head of Field Development & Productivity
       – Crystal Ho (Morgan Stanley)
       – Josh Glass (Wells Fargo Advisors)
  Hosts: R.J. Shook & Steve Samuels (Merrill Lynch), Managing Director
    (*Ideas can include: practice management, prospecting/marketing, investment related, etc. We will help to get approvals from firm.)
 
Evening Activities  (Location: Fenway Park)
7:00pm Dinner at Bleacher Bar (at Fenway Park; bring your event credential)
9:00-11:00pm Pub Crawl (inside Fenway Park; bring your event credential)

TUESDAY  Oct. 1  (Location: U. Mass Club, 1 Beacon St.)

9:00-9:30am (Bonus Session) WisdomTree — Optimizing the growth of your business by enhancing your online presence.
 
General Sessions
 

9:30-9:40am Welcoming Remarks — R.J. Shook


9:40-9:45am SHOOK “Ones”: Top Next Gen shares #1 idea: 
       Vikas Mohindra (Merrill)

9:45-10:15am Paul Tudor Jones, legendary investor (Tudor Investments)

10:15-10:20am SHOOK “Ones”: Top Next Gen shares #1 idea: 
       Ryan Long (UBS)

10:20-10:50am Using social media to enhance relationships and build your practice. 
       – Sara Rajo Miller (Miracle Mile Advisors)
       – Jacob Dunn (Merrill)
       Moderator: Ramzi Nuwayhid (Merrill)

10:50-10:55am SHOOK “Ones”: Top Next Gen shares #1 idea
       Matt Gallo (Merrill)
 
10:55-11:10am Networking/Refreshments
   
11:10-11:15am SHOOK “Ones”: Top Advisor shares #1 idea
       Mary Mullen (Merrill)

11:15-11:45am Investing in Today’s U.S. Equity Markets: Taking Advantage of the Disparity Between Cheap and Expensive.
Will assess current market valuations, the macro backdrop and discuss investment opportunities in equity markets in the US and abroad.”
– Joel Greenblatt, long-time value investor and co-CIO of Gotham Asset Management
       – Brian Levitt, Oppenheimer Funds Senior Investment Strategist
       Moderator: Pat Dwyer, Merrill & Top Advisor
11:44-11:50am SHOOK “Ones”: Top Next Gen shares #1 idea
       James Schneiderman (Morgan Stanley)

11:50-12:25pm Fastest Growing Next-Gens
       – Tony Carpentieri (Merrill)
       – Sarah Damsgaard (JPM),
       – Jason Minglegreen (Stifel) 
12:25-12:30pm Closing Remarks
 
Afternoon — attend Forbes sessions (your ticket is all-access when SHOOK is not in session)

Afternoon — attend Forbes sessions 

———————————————————————————— 

Click here for Forbes Agenda

Forbes speakers (you have full access when SHOOK is not in session):

·     Ashton Kutcher, Actor, Founding Partner of Sound Ventures

·    Evan Rachel Wood, Emmy Nominated Actress and Star of HBO’s Westworld

·    J. Craig Venter, PhD, Co-Founder, Executive Chairman, Head of Scientific Strategy, Human Longevity,

·    DeRay McKesson, Civil Rights Activist

·    John Logan, Team Magician for the New England Patriots

·    Ryan Williams, Co-Founder & CEO, Cadre

·    Natalia Oberti Noguera, Founder & CEO, Pipeline Angels, and Creator & Host, Pitch Makeover

·    Christina Wallace, VP, Growth at Bionic and Co-host of the Forbes Podcast The Limit Does Not Exist

·    Ann Wang, CEO & Co-founder, Enrou

·    Lauren Schulte, Founder & CEO, The Flex Company

·    Erika Jensen, Co-Founder & Head of Marketing, The Flex Company

·    Marcela Sapone, Co-Founder & Chief Executive Officer, Hello Alfred

·    Ayah Bdeir, Founder and CEO, littleBits

·     Guy Oseary, Founding Partner of Sound Ventures

·     Paul Tudor Jones, Founder, Tudor Investment Corporation

·     Ray Dalio, Founder, Bridgewater Associates

·     Anne Wojcicki, Co-Founder and CEO of 23andME

·     Sophia Amoruso, Co-Founder and CEO of Girlboss Media

·     Bozoma Saint John, Chief Brand Officer of Uber

·     Lilly Singh, YouTube Star

·     Tyler Oakley, YouTube Personality and The New York Times Bestselling Author

·     T.J. Miller, Actor and Comedian

·     Asia Kate Dillon, Actor and Star of Showtime’s Billions

·     Dr. Ruth Westheimer, Sex Therapist, Media Personality and Author

·     Seth Moulton, Massachusetts Congressman

·     John Chambers, Executive Chairman of Cisco Systems

·     Emily Weiss, Founder & CEO of Glossier

·     Daniel Boulud, Chef & Restaurateur

·     Brad Katsuyama, Co-Founder & CEO of IEX (The Investors Exchange)

·     John Sculley, Former CEO of Apple and Chairman of RxAdvance

·     Meghan McCain, Co-Host of FOX News Channel’s Outnumbered

·     Saket Modi, Co-Founder & CEO of Lucideus

·     Tamika Mallory, Civil Rights Activist and Co-President of The Women’s March

Forbes features SHOOK’s 2016 Top Philanthropic Givers Ranking — Click Here.

SHOOK/Forbes Summits:

  • Top Advisors Summit
  • Top Millennials Summit
  • Top Women Advisors Summit
  • Top Independent Advisors Summit
  • Top Teams Summit
  • Philanthropy Summit

Regional Events:

  • San Francisco
  • Los Angeles
  • Houston
  • Atlanta
  • Chicago
  • New York
  • South Florida