2026 Forbes | SHOOK Alternatives Summit

Convene | New York, NY | June 4, 2026

Register below - Sells out every year!

June 4, 2026

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

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
  • Moderator: Mike Porcelli, Market Leader, Invesco
  • Intro: Jonathan Ross, VP, Market Leader & Senior Advisor Consultant, Invesco

3:15pm – 3:30pm

Ideas for Growing Your Practice

  • Radhika Mehta, J.P. Morgan Wealth Management
  • Ronan O'Byrne, Crescent Pine
  • Moderator: Allyson Jarecky Freitag, Market Leader & Senior Advisor Consultant, Invesco

3:30pm – 3:50pm

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…