2025 Forbes | SHOOK Alternatives Summit

Convene | New York, NY | June 5, 2025

Register below - Sells out every year!

June 5, 2025

Convene 360 Madison Ave (E 46th St.)
New York, NY – 5th Floor


Business Casual
11:00am Registration & Light Bites
11:30am Sessions
4:00pm Cocktails, hosted by T.Rowe Price | Oak Hill Advisors
Dine-Arounds with Partners Following

Photo op: take home your picture on the cover of Forbes!


Bring your team!


Sample Sessions

  • Private Markets for Private Wealth
  • Top Advisors: How We Are Allocating
  • Complementary Nature of Real Assets and Credit
  • Is the Time for Alts Still Now?
  • Outlook and Opportunities in a New Investment Paradigm
Shook Research

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Thursday,
June 5, 2025


TIME

SESSION & SPEAKER

11:00-11:30am

REGISTRATION

11:30-11:35am

Welcome Remarks

  • Frank Berland, Managing Partner, SHOOK Research

11:35-11:40am

SHOOK Ones: My Best Idea

  • David Berdon, Morgan Stanley Private Wealth Management
  • Intro: Jacob Shook, Senior Analyst, SHOOK Research

11:40am-12:00pm

All-Weather Strategies: Navigating Private Markets with Confidence

  • Bill Bohnsack, President & Senior Partner, OHA
  • Moderator: Robby Mitchell, Vice President, Alternative Investments Regional Director, Morgan Stanley
  • Intro: Gabriel Lewis, Vice President, Alternative Investment Specialist, T. Rowe Price

12:00-12:15pm

Infrastructure of the Future

  • Sean Klimczak, Global Head of Infrastructure and Chairman of BXINFRA, Blackstone
  • Moderator: Lora Cooperman, Morgan Stanley Private Wealth Management
  • Intro: Jeanette Pieper, Managing Director, Blackstone Private Wealth

12:15-12:30pm

Rethinking the 60/40 Portfolio: Navigating Volatility and Embracing Alternatives

  • Alexander Wright, Partner, Global Wealth Strategist, Apollo Global Management
  • Intro: Jonathan Morris, Deputy Head of Sales, GWMS, Apollo Global Management

12:30-12:35pm

SHOOK Ones: My Best Idea

  • Shawn Gold, Merrill Wealth Management
  • Intro: Matt Brancato, Head of Alternative Sales, Franklin Templeton

12:35-12:50pm

Rising Above Market Volatility: Who Will Prevail?

  • Milwood Hobbs, Jr., Managing Director and Head of Sourcing & Origination, Oaktree Capital Management
  • Moderator: Jill Schildkraut-Katz, Morgan Stanley Private Wealth Management

12:50-1:35pm

NETWORKING LUNCH

1:35-1:50pm

Seeking Resilient, Tax-Advantaged Income with Net Lease

  • Meghan Donoghue, Principal, Real Assets Portfolio Strategist, Blue Owl
  • Robert Mancino, UBS Wealth Management

1:50-2:05pm

Private Credit: The Importance of Staying Active

  • Greg Hall, Managing Director, Head of U.S. Global Wealth Management, PIMCO
  • Moderator: Todd Forman, Morgan Stanley Private Wealth Management
  • Intro: Steven Pogorelec, EVP, Western Divisional Sales Manager, U.S. Global Wealth Management, PIMCO

2:05-2:20pm

Investing in Space – the New Frontier

  • Daniel Kleinmann, Co-Founder & General Partner, Balerion Space Ventures

2:20-2:35pm

Private Credit at a Crossroads: Navigating Risks, Finding Opportunity

  • Jason Breaux, Managing Director, Crescent Capital
  • Moderator: Tom Klingman, Klingman & Associates

2:35-2:50pm

Today’s Evolving Real Estate Market

  • Bert Crouch, Managing Director & Portfolio Manager, Invesco Real Estate
  • Moderator: Jonathan Ross, VP, Market Leader & Senior Advisor Consultant, New York Metro, Invesco

2:50-2:55pm

SHOOK Ones: My Best Idea

  • David Katz, Merrill Wealth Management
  • Intro: Laurie Durante, Head of Platform Strategy & Senior Relationship Manager, FS Investments

2:55-3:15pm

Private Credit: Past, Present and Future

  • Richard Jacobson, Managing Director, Golub Capital
  • John Christmas, Co-Head of Business Development, HPS Investment Partners
  • Moderator: Keith Fortmiller, Investment Officer for Private Credit and Real Assets, Morgan Stanley Wealth Management

3:15-3:30pm

Private Equity Opportunities: Navigating Selection & Strategy in a Shifting Market

  • Robert Picard, Head of Alternative Investments, Hightower
  • Ashmi Mehrotra, Global Co-Head of Private Equity Group, J.P. Morgan Asset Management
  • Moderator: Shawn Khazzam, Managing Director, Head of Private Wealth Alternatives, Americas, J.P. Morgan Asset Management

3:30-3:35pm

SHOOK Ones: My Best Idea

  • James Hofmann, Wells Fargo Advisors
  • Intro: Brian D’Anna, Director, Private Wealth Americas, Golub Capital

3:35-3:55pm

Why Secondaries: Unlocking Liquidity, Reducing Risk, and Accelerating Returns

  • Taylor Robinson, Partner, Lexington Partners
  • Patrick Gerbracht, Co-Head LP Secondaries, FS Investments
  • Moderator: Michael Jawien, Morgan Stanley Wealth Management
  • Intro: Jenny DeSeno, Associate VP | Project Leader, SHOOK Research

3:55-4:00pm

The Last Word

  • Lindsey Nacht, Vice President | Director of Operations, SHOOK Research

4:00-5:00pm

Cocktail Reception hosted by T. Rowe Price | Oak Hill Advisors


Speakers


Sean Klimczak

Global Head of Infrastructure
Chairman of BXINFRA
Blackstone

Bill Bohnsack

President & Senior Partner
OHA

Meghan Donoghue

Principal, Real Assets Portfolio Strategist
Blue Owl

Gabriel Lewis

Vice President, Alternative Investment Specialist
T. Rowe Price

John Christmas

Co-Head of Business Development
HPS Investment Partners

Alexander Wright

Partner, Global Wealth Strategist
Apollo Global Management

Ashmi Mehrotra

Global Co-Head of Private Equity Group
J.P. Morgan Asset Management

Milwood Hobbs, Jr.

Managing Director and Head of Sourcing & Origination
Oaktree Capital Management

Taylor Robinson

Partner
Lexington Partners

Greg Hall

Managing Director
Head of U.S. Global Wealth Management
PIMCO

Jason Breaux

Managing Director
Crescent Capital

Bert Crouch

Managing Director & Portfolio Manager
Invesco Real Estate

Patrick Gerbracht

Co-Head LP Secondaries
FS Investments

Richard Jacobson

Managing Director
Golub Capital

Daniel Kleinmann

Co-Founder & General Partner
Balerion Space Ventures

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

and more…