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
REGISTRATION NOW AVAILABLE!
Waiver and Release Agreement
For good and valuable consideration, including the opportunity to attend or participate in certain events organized or sponsored by SHOOK Research (collectively, “Events”), the receipt and sufficiency of which is acknowledged, I hereby understand, acknowledge and agree to the following:
SHOOK Research reserves the right to photograph, film/videotape me and record my voice at any and all Events (collectively, “Recordings”), and to use the Recordings and any material I provide and my name, voice, likeness, image and information about me (collectively, the “Appearance”), and I hereby grant SHOOK Research the permission to do so.
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I hereby freely and without restraint consent to and give unto SHOOK Research and its subcontractors, agents, successors and assigns or anyone authorized by SHOOK Research (collectively referred to herein as the "Releasees") the unrestrained right in perpetuity to own, utilize, or alter the Recordings, in any manner the Releasees may see fit and for any purpose whatsoever, all of the foregoing to be without limitation of any kind. I hereby stipulate that the Recordings are the property of SHOOK Research to do with as it will, in perpetuity and in all languages, for all now known and/or hereafter existing uses, media, and forms, including, without limitation, all copyrights and related rights.
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I understand that if I do not wish to have my Appearance recorded for distribution, I will make notify, during the applicable Event, the photographer and/or the Event organizers, and/or notify, in advance of the applicable Event, SHOOK Research via e-mail at contact@shookresearch.com, failing either of which, I will be deemed to have consented to the Recording.
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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
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…
Cancellation Policy
Cancellations made prior to three weeks from the start of the event are subject to a $100 cancellation fee. If a cancellation is made within three weeks from the start of the event, no refund will be given. This is an invite only event.
