Beverly Wilshire | Beverly Hills, CA | March 10, 2026
Register below!
Agenda
Coming Soon!
Partners
Partners
Firms
Firms
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
REGISTRATION NOW AVAILABLE!
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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
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.