Convene 360 Madison Ave (E 46th St.) New York, NY – 5th Floor
Business Casual
11:00am Registration
11:30am General Sessions
12:45pm-1:30pm Lunch / Networking Break
4:00pm 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!
Waiver and Release Agreement
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Thursday, June 4, 2026
TIME
SESSION & SPEAKER
LOCATION
11:30am – 11:35am
Welcome Remarks
Molly Bennard, President, SHOOK Research
FRENCH FORUM
11:35am – 11:45am
Advisor Insight: How We Are Allocating
Todd Silaika, Merrill Wealth Management
Moderator: Prachi Makkar, Vice President, TPG
11:45am – 12:00pm
Real Estate & The Opportunity Ahead
A.J. Agarwal, Co-President & Director of BREIT
Moderator: Matt Lombardi, Morgan Stanley Wealth Management
Intro: Eddie Bernson, Principal, Private Wealth, Blackstone
12:00pm – 12:25pm
Myth, Rumors, and Reality of Private Credit
Bill Bohnsack, President & Senior Partner, OHA
Zia Uddin, President, Monroe Capital
Moderator: Yash Dalal, Morgan Stanley Wealth Management
12:25pm – 12:30pm
Advisor Insight: How to Go From Reactive to Proactive
Daniel Sherman, Morgan Stanley Wealth Management
Intro: Chris Norris, Senior Alternatives Investment Specialist, T. Rowe Price
12:30pm – 12:45pm
Evolution of Public & Private Credit: What Now and What’s Next?
Lotfi Karoui, Multi-Asset Credit Strategist, Co-Head of Client Solutions and Analytics, PIMCO
Intro: Sarah Sherr, Account Manager, Private Client Group, PIMCO
12:45pm – 1:30pm
LUNCH / NETWORKING BREAK
5TH FLOOR GALLERY
1:30pm – 1:45pm
Conviction Capital: Real Estate Opportunities in the New Cycle
Brandon Short, Executive Director, Real Estate, PGIM
Moderator: Kevin Pearly, SkyPath Private Wealth
Intro: Christopher Kerwin, Vice President, Regional Sales Coordinator, PGIM
1:45pm – 2:10pm
Private Equity in Transition: Growth, Secondaries, and Portfolio Construction
Taylor Robinson, Partner, Lexington Partners - A Franklin Templeton Company
Tamir Yewdaev, Principal, TPG GP Solutions
Moderator: Shawn Gold, Merrill Wealth Management
2:10pm – 2:15pm
Advisor Insight: Meeting Clients Where They Are
Michelle McKinnon, Klingman & Associates
Intro: Nick Baliya, Vice President, Monroe Capital
2:15pm – 2:35pm
Powering the Future – Infrastructure in the Age of AI and Energy
Peter Aliprantis, Partner, Head of Americas Wealth Solutions, EQT Partners
Moderator: Daryl Dewbrey, Managing Director, Head of U.S. Distribution, Unified Global Alternatives, UBS Asset Management
Intro: Amir Haghshenas, Director, Head of Internal Desk, EQT Partners
2:35pm – 2:55pm
Access in Action: Building More Resilient Client Portfolios
Chad Tredway, Managing Director, Global Head of Real Estate, J.P. Morgan Asset Management
Moderator: David Berdon, Morgan Stanley Private Wealth Management
Intro: Stephanie Davis, Managing Director, Head of Private Wealth Alternatives, J.P. Morgan Asset Management
2:55pm – 3:15pm
The Future of Private Markets Investing
Sarah Fox, Portfolio Manager, Multi Alternatives, Invesco Solutions
Escape Velocity: The Investment Case for the SpaceX IPO
Emerson Garnett, Principal, Balerion Space Ventures
Moderator: Doug McAdams, Technical Advisor, Balerion Space Ventures
3:50pm – 4:10pm
The Great Recalibration: Private Markets’ Defining Moment
Brian D'Arcy, Partner, Sixth Street
Moderator: Steven D'Amico, Morgan Stanley Wealth Management
4:10pm – 4:15pm
The Last Word
Frank Berland, Managing Partner, SHOOK Research
4:15pm – 5:15pm
Cocktails
5TH FLOOR GALLERY
SHOOK® Connect
Looking to connect with the SHOOK® Research analyst who interviewed you? Please visit our Directory Booth or email contact@shookresearch.com
Speakers
A.J. Agarwal
Co-President & Director
BREIT
Bill Bohnsack
President & Senior Partner
OHA
Brandon Short
Executive Director, Real Estate
PGIM
Peter Aliprantis
Partner, Head of Americas Wealth Solutions
EQT Partners
Taylor Robinson
Partner
Lexington Partners, A Franklin Templeton Company
Jed Laskowitz
Managing Director, Global Head of Private Markets and Customized Solutions
J.P. Morgan Asset Management
Molly Bennard
President
SHOOK Research
Zia Uddin
President
Monroe Capital
Tamir Yewdaev
Principal
TPG GP Solutions
Sarah Fox
Portfolio Manager, Multi Alternatives
Invesco Solutions
Brian D'Arcy
Partner
Sixth Street
Lotfi Karoui
Multi-Asset Credit Strategist, Co-Head of Client Solutions and Analytics
PIMCO
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.