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


Speakers:


Michael Woolhouse

Co-Managing Partner
TPG GP Solutions

Jeff Sherman

Deputy CIO
DoubleLine Capital

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

Ryan Sullivan

Co-Founder
Space Kinetic

Jenny DeSeno

Associate VP, Senior Project Leader
SHOOK Research

and more…

Tuesday,
March 10, 2026


TIME

SESSION & SPEAKER

LOCATION

11:00 – 11:05am

Welcome Remarks

  • Frank Berland, Managing Partner, SHOOK Research

BALLROOM

11:05 – 11:10am

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

11:10 – 11:30am

Rethinking Real Estate’s Role in Income Portfolios

  • Charlie Rose, Head of Real Estate Credit, Invesco
  • Moderator: Mark Vandeburgt, Wells Fargo Advisors

11:30 – 11:50am

Investing in the Innovation Economy

  • Abhi Arun, General Partner, Alkeon Capital

11:50 – 11:55am

SHOOK Ones: Team Synergy

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

11:55am – 12:15pm

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

12:15 – 12:35pm

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

12:35 – 1:20pm

LUNCH / NETWORKING BREAK

1:20 – 1:25pm

Shook Ones: Deepening Your Engagement Through Estate Planning

  • John Brow, Merrill Wealth Management
  • Intro: Catalina Rivera, Associate VP | Events, SHOOK Research

1:25 – 1:45pm

Credit Markets Outlook: Risks, Rates, and Resilience

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

1:45 – 2:05pm

The Infrastructure Behind AI, Data, Power, and Transportation

  • Erwin Thompson, Partner, Infrastructure and CEO of EQIC, EQT Partners
  • Moderator: Jimmy Klein, Morgan Stanley Private Wealth Management
  • Intro: Eugene Hsieh, Director, Global Wealth Solutions, EQT Partners

2:05 – 2:25pm

Building the Room Before You Build the Revenue

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

2:25 – 2:45pm

Ideas from LA's Top Private Wealth Team

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

2:45 – 3:05pm

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

  • Ryan Sullivan, Co-Founder, Space Kinetic
  • Moderator: Aidan Daoussis, Senior Associate, Balerion Space Ventures

3:05 – 3:10pm

The Last Word

  • Jenny DeSeno, Associate VP | Senior Project Leader, SHOOK Research

3:10 – 4:10pm

Cocktails

WINTERGARDEN

SHOOK® Connect

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