2023 SHOOK Alternatives Summit

TIME

SESSION & SPEAKER

7:30am

Registration Opens

7:30 – 9:00am

Breakfast

9:00 – 9:10am

Opening

• Frank Berland, Managing Partner, SHOOK Research

9:10 – 9:40am

Outlook and Opportunities in a New Investment Paradigm

• Scott Kleinman, Co-President, Apollo Global Management
• Moderator: Jerry Pascucci, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS

9:40 – 10:10am

How We Are Allocating

• David Berdon, Morgan Stanley Private Wealth Management
• Adam Epstein, UBS Private Wealth Management
• Moderator: Jonathan Ross, VP, Market Leader & Senior Advisor Consultant, New York Metro, Invesco
• Intro: Jamie Shook, Junior Analyst, SHOOK Research & Junior, Wake Forest University

10:10 – 10:40am

Complementary Nature of Real Assets and Credit

• David Levi, Head of Brookfield Oaktree Wealth Solutions & CEO of Brookfield Public Securities Group
• Moderator: David Katz, Merrill Lynch Wealth Management

10:40 – 11:00am

Snack Break

11:00 – 11:30am

The Time for the “Right” Alts Is Still Now

• Troy Gayeski, Chief Market Strategist, FS Investments
• Intro: Laurie Durante, Head of Platform Strategy, Sr. Relationship Manager, FS Investments

11:30am – 12:00pm

Private Markets for Private Wealth

• Scott Nuttall, Co-Chief Executive Officer, KKR
• Moderator: Mike Gaviser, Managing Director, Morgan Stanley Wealth Management
• Intro: Michael Savino, Director, Client & Partner Group, KKR

12:00 – 1:30pm

Lunch

1:30 – 2:00pm

Where Opportunities Lie in Alts

• Scott Stackman, UBS Private Wealth Management
• Richard Zinman, Morgan Stanley Private Wealth Management
• Moderator: Howard Nifoussi, Partner, Apollo Global Management
• Intro: Jeremy Shook, Junior Analyst, SHOOK Research & Freshman, Emory University

2:00 – 2:30pm

Private Credit – The Time is Now?

• Chris Sullivan, Senior Managing Director, Blackstone Credit
• Matt Stewart, Managing Director, Oaktree Capital
• Moderator: Vikas Mohindra, Merrill Lynch Wealth Management

2:30 – 3:00pm

An Alternative View From the Top

• Jonathan Gray, President and Chief Operating Officer, Blackstone
• Moderator: Nancy Fahmy, Head of Investment Solutions Group, Merrill Lynch Wealth Management
• Intro: Jeanette Pieper, Managing Director, Blackstone Private Wealth Solutions

3:00 – 3:30pm

Property First, Solutions Second

• Bert Crouch, Head of North America and Portfolio Manager, Invesco Real Estate
• Moderator: Jonathan Ross, VP, Market Leader & Senior Advisor Consultant, New York Metro, Invesco
• Intro: James Robinson, VP & Market Leader, Invesco

3:30 – 4:00pm

Networking Break

4:00 – 4:30pm

Beyond the Boardroom: Rebuilding Capitalism

• Mellody Hobson, Co-CEO & President, Ariel Investments
• Moderator: Maneet Ahuja, Founder & Editor-at-Large, Iconoclast, Forbes

4:30 – 4:55pm

Power Brokers: The Business of Building Empires

• Marc Lasry, Cofounder & CEO, Avenue Capital Group
• Michael Strahan, Pro Football Hall of Famer, Broadcaster, and Entrepreneur
• Moderator: Randall Lane, Chief Content Officer, Forbes

4:55 – 5:25pm

F1 Overdrive: Decoding the DNA of a Legendary Racing Dynasty

• Lewis Hamilton, Seven-Time Formula 1 World Champion
• Toto Wolff, Co-Owner, CEO and Team Principal of the Mercedes-AMG Petronas F1 Team
• Moderator: Maneet Ahuja, Founder & Editor-at-Large, Iconoclast, Forbes

5:25 – 5:30pm

Closing Remarks

• Maneet Ahuja, Founder & Editor-at-Large, Iconoclast, Forbes

5:30 – 6:30pm

Cocktail Reception