Over 500 of America’s Preeminent Wealth Advisors and Industry Leaders
Will Gather in Las Vegas, February 27 – March 1, 2018
Forbes and SHOOK Research have developed an agenda that focuses on the opportunities and challenges that are currently top of mind for industry leaders. Topics of discussion will include FinTech, intergenerational wealth planning, health and cognitive decline, investing in crypto-assets, impact investing, strategic planning to create world-class practices and the current political landscape.
In addition to the Top Advisors that are presenting, other key speakers include:
- Steve Forbes - Chairman and Editor-in-Chief, Forbes Media
- Michael Novogratz - CEO, Galaxy Investment Partners; former CIO, Fortress
- Bill Miller - Chairman and CIO, Miller Value Partners
- Lara Logan - Correspondent, 60 Minutes
- Mario Gabelli - Chairman and CEO, GAMCO Investors Inc. and LICT Corp.
- Jeremy Siegel - Professor of Finance, The Wharton School of Finance
- Rick Rieder - Global Chief Investment Officer, Blackrock
- Joel Greenblatt - Managing Principal and Co-CIO, Gotham
- Phillipe Laffont - Founder and Portfolio Manager, Coatue Management
- Brian Wesbury - Chief Economist, First Trust
- Dr. David Kelly - Chief Global Strategist, J.P. Morgan Asset Management
- Christopher Davis - Chairman & Portfolio Manager, Davis Advisors
- Ryan Caldwell - Co-Founder & CIO, Chiron Investment Management
- Kayvon Pirestani - Director, Coinbase
- Andy Saperstein - Co-Head of Wealth Management, Morgan Stanley
- Jeffrey Altman, Founder and Chief Portfolio Manager, Owl Creek Asset Management
- R.J. Shook - Founder and President, SHOOK Research
- Randall Lane - Chief Content Officer & Editor, Forbes Media
Presenting advisors have been selected from Forbes/SHOOK’s top wealth advisor rankings. Forbes published the 2017 ranking of America’s Top Wealth Advisors in September 2017. The Forbes/SHOOK Top Advisor franchise includes rankings, content, events and lists 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 breast cancer.
For additional information about the event and the agenda, visit: https://www.forbes.com/forbes-live/event/top-advisor-summit-2018/.
To join the conversation on social use #ForbesTopAdvisor.
The Platinum Level sponsor for the event is OppenheimerFunds, a leading global asset manager. Presenting Level sponsors for the event include JPMorgan Asset Management, Vanguard and WisdomTree.
About Forbes Media
Forbes Media is a global media, branding and technology company, with a focus on news and information about business, investing, technology, entrepreneurship, leadership and affluent lifestyles. The company publishes Forbes and Forbes Asia magazines, as well as Forbes.com. The Forbes brand today reaches more than 117 million people worldwide with its business message each month through its magazines and 38 licensed local editions around the globe, Forbes.com, TV, conferences, research, social and mobile platforms. Forbes Media’s brand extensions include conferences, education, financial services and brand licensing.
About SHOOK Research™
SHOOK ResearchTM 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 other 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.
Media Contact
Christina Vega at cvega@forbes.com or 212.206.5155
