Maximize Your Impact At Forbes SHOOK On The Road Regional Event Chicago 2025
Forbes SHOOK On The Road Regional Event Chicago 2025 is a pivotal business gathering hosted by Forbes in collaboration with SHOOK Research. This annual event brings together elite financial advisors, asset managers, and fintech leaders who are steering investment strategies and solutions across the Midwest and beyond. With a focus on emerging markets, wealth management innovation, and client trust, the event fosters candid dialogue around economic trends, portfolio diversification, and value creation.
Attendees hold senior-level roles such as managing partners, heads of advisory groups, and key decision-makers driving client outcomes for high-net-worth individuals and institutional accounts. The event provides an ideal setting for vendors and service providers to connect with advisors who are actively making partner decisions or evaluating new technologies to improve client experience and outcomes.
With access to Vendelux’s enriched attendee list, your team can identify exactly which advisors and companies are attending, understand their firm size and investment focus, and tailor your approach to align with their priorities. Early outreach to these leaders ensures your offering is surfaced during key conversations leading up to and during the event.
How Sales, Marketing and Revops Teams Can Use This Attendee List
This event attracts professionals who bring fiduciary responsibility and significant purchasing influence. Sales teams can use the enriched conference attendee list to segment advisors by firm tier, AUM focus, or client type—whether they service ultra-high-net-worth individuals or retirement plans.
Marketing teams can build outreach strategies that echo the themes of the conference, such as trust-based advisory models, AI in wealth management, or ESG investing. Using enriched attendee data helps teams speak to the exact pain points and opportunities each advisor is exploring.
Revenue operations teams can prioritize booking early meetings with verified decision-makers to explore portfolio tools, digital experience platforms, or compliance services. With accurate attendee data that includes job titles, company sites, LinkedIn profiles, and verified contact details, outreach is both timely and relevant.
During the event, teams can engage in in-depth discussions and then follow up with content or proposals specific to what was discussed. This structured method not only drives deal velocity but ensures your solution stays top of mind beyond the mainstage sessions.
Timing Is Everything
Forbes SHOOK On The Road Regional Event Chicago 2025 takes place on September 9, 2025. With over three months to go, this period is critical for outreach planning.
Many advisors begin shaping event week agendas now, making early contact an opportunity to demonstrate relevance and credibility. Vendelux allows your team to align outreach against the final attendee list before the event, helping you avoid generic outreach and focus on meeting scheduling with high-fit targets.
Early engagement supports warmer in-person interactions and ensures that time at the event is spent deepening relationships, not making first impressions. Starting now increases your team’s visibility and boosts the outcome of post-event follow-ups.
What’s Included In The Forbes SHOOK On The Road Regional Event Chicago 2025 Attendee List?
Vendelux provides visibility into executives expected to attend Forbes SHOOK On The Road Regional Event Chicago 2025 through a combination of organizer-supplied data and predictive analytics. Teams can also upload lists of target accounts to identify attendee matches in advance.
The enriched attendee list includes first and last name, job title, company name, company website, city, state, country, LinkedIn profile, verified email address, and phone number where available.
Where Is Forbes SHOOK On The Road Regional Event Chicago 2025?
The event will be held at JW Marriott Chicago in Chicago, Illinois, United States.
When Is Forbes SHOOK On The Road Regional Event Chicago 2025?
Forbes SHOOK On The Road Regional Event Chicago 2025 is scheduled for September 9, 2025.
What Type Of Event Is Forbes SHOOK On The Road Regional Event Chicago 2025?
This is a finance and advisory leadership event focused on top-performing financial advisors and industry partners. It features a curated mix of keynote speakers, interactive discussions, and peer networking sessions designed to enhance knowledge sharing and business development.
How Many People Attend Forbes SHOOK On The Road Regional Event Chicago 2025?
The event is expected to host several hundred attendees, primarily from the United States, with a strong concentration of senior financial advisors and firm executives who directly influence client investment strategy and firm partnerships.
