2026 Forbes | SHOOK Alternatives Summit

Convene | New York, NY | June 4, 2026

June 4, 2026

Convene 360 Madison Ave (E 46th St.)
New York, NY – 5th Floor


Business Casual
11:00am Registration & Light Bites
11:30am Sessions
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
Shook Research

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Past Speakers


Sean Klimczak

Global Head of Infrastructure
Chairman of BXINFRA
Blackstone

Bill Bohnsack

President & Senior Partner
OHA

Meghan Donoghue

Principal, Real Assets Portfolio Strategist
Blue Owl

Gabriel Lewis

Vice President, Alternative Investment Specialist
T. Rowe Price

John Christmas

Co-Head of Business Development
HPS Investment Partners

Alexander Wright

Partner, Global Wealth Strategist
Apollo Global Management

Ashmi Mehrotra

Global Co-Head of Private Equity Group
J.P. Morgan Asset Management

Milwood Hobbs, Jr.

Managing Director and Head of Sourcing & Origination
Oaktree Capital Management

Taylor Robinson

Partner
Lexington Partners

Greg Hall

Managing Director
Head of U.S. Global Wealth Management
PIMCO

Jason Breaux

Managing Director
Crescent Capital

Bert Crouch

Managing Director & Portfolio Manager
Invesco Real Estate

Patrick Gerbracht

Co-Head LP Secondaries
FS Investments

Richard Jacobson

Managing Director
Golub Capital

Daniel Kleinmann

Co-Founder & General Partner
Balerion Space Ventures

Lindsey Nacht

Vice President | Director of Operations
SHOOK Research

and more…