2026 Forbes | SHOOK Alternatives Summit

Beverly Wilshire | Beverly Hills, CA | March 10, 2026

Register below!

March 10, 2026

Beverly Wilshire
9500 Wilshire Blvd., Beverly Hills, CA


Business Casual
10:30am Registration
11:00am General Sessions & Light Bites
3:00pm Cocktails
Dine-Arounds with Partners Following

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


Bring your team!


Past 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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Speakers:


Michael Woolhouse

Co-Managing Partner
TPG GP Solutions

Jeff Sherman

Deputy CIO
DoubleLine

Charlie Rose

Head of Real Estate Credit

Abhi Arun

General Partner
Alkeon Capital

Jason Mandinach

Head of Alternative Credit
and Private Strategies
PIMCO

Erwin Thompson

Partner, Infrastructure and CEO of EQIC
EQT Partners

Frank Berland

Managing Partner
SHOOK Research

Daniel Kleinmann

Co-Founder & General Partner
Balerion Space Ventures

Jenny DeSeno

Associate VP, Senior Project Leader
SHOOK Research

and more…

Tuesday,
March 10, 2026


SESSION & SPEAKER

LOCATION

SHOOK Ones: Value of Adding a Chief of Staff to a Teams Practice

  • John Shadden, Morgan Stanley Private Wealth Management
  • Intro: Jacob Shook,Associate VP | Rankings, SHOOK Research

Rethinking Real Estate’s Role in Income Portfolios

  • Charlie Rose, Head of Real Estate Credit, Invesco

GenAI: The Next Great Step Change

  • Abhi Arun, General Partner, Alkeon Capital

SHOOK Ones: Team Synergy

  • Nicholas Schirripa, UBS Wealth Management
  • Intro: Madison Rizzo, Associate VP | Senior Partnership Manager, SHOOK Research

Identifying Bespoke Opportunities and Developing Unique Partnerships in Private Markets

  • Michael Woolhouse, Co-Managing Partner, TPG GP Solutions
  • Moderator: Karin Longhurst, Morgan Stanley Private Wealth Management
  • Intro: Matt Sekera, Managing Director, TPG

Evolution of Private Credit: What Now and What’s Next?

  • Jason Mandinach, Head of Alternative Credit and Private Strategies, PIMCO
  • Moderator: David Hou, Evoke Advisors
  • Intro: Matt Melhado, Senior Vice President & Account Manager, PIMCO

SHOOK Ones: Team Culture

Credit Markets Outlook: Risks, Rates, and Resilience

  • Jeff Sherman, Deputy Chief Investment Officer, DoubleLine
  • Moderator: Alex Shahidi, Evoke Advisors

The Infrastructure Behind AI, Data, Power, and Transportation

  • Erwin Thompson, Partner, Infrastructure and CEO of EQIC, EQT Partners

Building the Room Before You Build the Revenue

  • Lara Magnusen, Merrill Private Wealth Management
  • Moderator: Nick Cirbo, VP, Market Leader, Invesco

Ideas from LA's Top Private Wealth Team

  • Richard Jones, Merrill Private Wealth Management
  • Moderator: Steven Pogorelec, EVP, Head of Private Wealth, U.S. Global Wealth Management, PIMCO

Venture Capital Meets National Security: Investing in Dual-Use Space & Defense

  • Daniel Kleinmann, Co-Founder & General Partner, Balerion Space Ventures
  • Moderator: Aidan Daoussis, Senior Associate, Balerion Space Ventures

SHOOK® Connect

Looking to connect with the SHOOK® Research analyst who interviewed you? Please visit our Directory Booth or email contact@shookresearch.com