Home Wealth Advisor Forbes and SHOOK Research Announce Third Annual Top Advisor Summit – Forbes

Forbes and SHOOK Research Announce Third Annual Top Advisor Summit – Forbes

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Over 800 of America’s Preeminent Wealth Advisors and Industry Leaders Will Gather in Las Vegas, February 25 – February 27, 2019 

NEW YORK (February 8, 2019) – Forbes and SHOOK Research will host the third annual Top Advisor Summit, an unprecedented gathering of America’s preeminent wealth advisors, RIAs and industry leaders, Feb. 25-27 in Las Vegas. This sold-out event brings together the highest-ranking top advisors and industry leaders who are focused on client impact, providing high-level financial insight and discussing the future of wealth management. The audience and speakers will provide an ideal forum to discuss the key issues facing the industry and develop ideas that will help move the wealth management industry into the future.

Forbes and SHOOK Research have developed an agenda that focuses on the opportunities within the industry and the challenges that many industry professionals are currently facing. Topics of discussion include: investing opportunities, intergenerational wealth planning, health and longevity, impact investing, strategic planning to create world-class practices and the current political landscape.

In addition to the Top Advisors who are presenting, other keynote speakers include:

  • Steve Forbes – Chairman and Editor-in-Chief, Forbes
  • David Rubenstein – Co-Founder and Co-Executive Chairman, Carlyle Group
  • Leon Cooperman – Founder, Chairman and CEO, Omega Advisors
  • Randall Lane – Editor & Chief Content Officer, Forbes
  • Jeremy Siegel – Professor of Finance, The Wharton School of Finance
  • Jamie Dinan – Founder, York Capital
  • Marc Lasry – Chairman, Chief Executive Officer and Co-Founder, Avenue Capital Group
  • Rick Rieder – Global Chief Investment Officer, Blackrock
  • Beijia Ma – AI & Megatrends Expert, Partner, Alkeon Capital Management
  • R.J. Shook – Founder and President, SHOOK Research
  • Richard Bernstein – CEO and CIO, Richard Bernstein Advisors
  • Liz Shook – COO, SHOOK Research
  • Joel Greenblatt – Managing Principal and Co-CIO, Gotham Funds
  • Martin Kremenstein, Head of Retirement Products & ETFs, Nuveen

Presenting advisors have been selected from Forbes/SHOOK’s top wealth advisor rankings.  Forbes published the 2018 ranking of America’s Top Wealth Advisors in September 2018.  The Forbes/SHOOK Top Advisor franchise includes content, Top Wealth Advisor Directory, events and rankings such as The Top Women Advisors in America, Best-In-State Wealth Advisors and America’s Top Next Generation  Advisors.

As part of the event, Forbes/SHOOK will initiate a critical discussion to lead the industry in a historic effort to fight children’s cancer. In partnership with the Children’s Cancer Research Fund, the Forbes/SHOOK community will fund lifesaving research for children with Brain Tumors. All proceeds raised during the Top Advisors summit will enable a clinical trial for a new, potentially lifesaving therapy for children with brain tumors. Last year the group broke a Susan G. Komen record by raising $550,000 in two minutes to battle breast cancer.

For additional information about the event and the agenda, visit: https://www.forbes.com/forbes-live/event/2019shooktopadvisorsummit/.

To join the conversation on social use #ForbesTopAdvisor.

Nuveen is the Platinum Level sponsor for the 2019 Forbes/SHOOK Top Advisor Summit.

About SHOOK Research™

SHOOKTM Research is the world’s only Wealth Advisor research organization with deep due diligence on the quality of the advisors, including in-person and telephone interviews in addition to its quantitative measures. Its Wealth Advisor rankings appear as feature stories in Forbes Magazine, Forbes.com, Working Mother and 43 regional publications.  SHOOK lends its research capabilities to the world of philanthropy and creates the “America’s Top Givers” ranking, which appears as an annual feature in Forbes’ September billionaires’ issue and has helped raise hundreds of millions of dollars. For more information, please visit www.SHOOKresearch.com.

About Forbes

The defining voice of entrepreneurial capitalism, Forbes champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most-influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 120 million people worldwide through its trusted journalism, signature LIVE events, custom marketing programs and 40 licensed local editions in 70 countries. Forbes’ brand extensions include real estate, education and financial services license agreements. For more information, visit: www.forbes.com/forbes-media/.

Media Contacts

Christina Vega, Senior Manager, Corporate Communications, Cvega@Forbes.com

Jocelyn Swift, Assistant Manager of Corporate Communications, Jswift@Forbes.com

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