Convene 360 Madison Ave (E 46th St.), New York, NY – 4th Floor
Business Casual
11:00am Registration
11:30am Sessions
4:00pm Cocktails, hosted by T. Rowe Price | Oak Hill Advisors
Dine-arounds with Partners following
Bring your team!
Sample Sessions
CE Credits
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
For good and valuable consideration, including the opportunity to attend or participate in certain events organized or sponsored by SHOOK Research (collectively, “Events”), the receipt and sufficiency of which is acknowledged, I hereby understand, acknowledge and agree to the following:
SHOOK Research reserves the right to photograph, film/videotape me and record my voice at any and all Events (collectively, “Recordings”), and to use the Recordings and any material I provide and my name, voice, likeness, image and information about me (collectively, the “Appearance”), and I hereby grant SHOOK Research the permission to do so.
SHOOK Research may use, without requiring my express permission at each instance, the Appearance in publications or other media material produced, used, or contracted by SHOOK Research including but not limited to: brochures, invitations, newspapers, magazines, presentations, websites, advertising, publicity, public displays, and exhibitions, etc.
I hereby freely and without restraint consent to and give unto SHOOK Research and its subcontractors, agents, successors and assigns or anyone authorized by SHOOK Research (collectively referred to herein as the "Releasees") the unrestrained right in perpetuity to own, utilize, or alter the Recordings, in any manner the Releasees may see fit and for any purpose whatsoever, all of the foregoing to be without limitation of any kind. I hereby stipulate that the Recordings are the property of SHOOK Research to do with as it will, in perpetuity and in all languages, for all now known and/or hereafter existing uses, media, and forms, including, without limitation, all copyrights and related rights.
Releasees may utilize the Recordings or not as they choose in their sole discretion without affecting the validity of this Agreement. I hereby waive the benefits of any provision of law known as “droit moral” and/or “moral rights” or any similar law in any jurisdiction. It is understood and agreed that SHOOK Research shall have the right to combine the Appearance with any other materials of SHOOK Research and SHOOK Research shall have the right to edit, rearrange, vary, change, alter, modify, and to, and delete any portion of the Appearance.
I hereby waive to the fullest extent that I may lawfully do so, any causes of action in law or equity I may have or may hereafter acquire against the Releasees or any of them for libel, slander, invasion of privacy, copyright or trademark violation, right of publicity, or false light arising out of or in connection with the utilization by the Releasees or another of the Appearance or Recordings.
I hereby irrevocably release SHOOK Research (including its licensees and assigns) from any claims of any nature (including rights of privacy and publicity) with respect to the use of the Appearance or Recordings and/or the rights granted herein. I will indemnify and hold harmless SHOOK Research, its successors, assigns, affiliates, licensees, sub-distributors, agents, officers, directors, employees, and shareholders from and against all costs, damages and claims arising from any and all claims involving the use of the Appearance or Recordings, and/or any breach or alleged breach by me of any representation, warranty or agreement hereunder.
I understand that if I do not wish to have my Appearance recorded for distribution, I will make notify, during the applicable Event, the photographer and/or the Event organizers, and/or notify, in advance of the applicable Event, SHOOK Research via e-mail at contact@shookresearch.com, failing either of which, I will be deemed to have consented to the Recording.
I understand that I may not use, copy, distribute, download, share, alter or modify any Recordings without the advance written permission of an authorized designee from SHOOK Research.
By [checking this box], I hereby certify that I am over the age of eighteen, and that I have read, understood, and agreed to the foregoing; that I have had the chance to have my own legal counsel advise me about this document and that I have either done so or freely decided not to do so; and that other than as specified herein, SHOOK Research has not said or promised anything to induce me to grant the permission and release herein.
Thursday,
November 7, 2024
TIME
SESSION & SPEAKER
CE Credits: 4 I-W / CIMA, 3.5 CFP
11:00-11:30am
REGISTRATION
11:30-11:35am
Welcome Remarks
Frank Berland, Managing Partner, SHOOK Research
11:35-11:45am
SHOOK Ones: Our Best Idea
Gerry Klingman, Klingman & Associates
Tom Klingman, Klingman & Associates
Moderator: Jonathan Ross, VP, Market Leader & Senior Advisor Consultant, NY Metro, Invesco
Diversifying Portfolios for Any Environment with All-Weather Income
Jay Wyckoff, Managing Director & National Sales Manager, Blue Owl Capital
Moderator: Adam Epstein, UBS Private Wealth Management
Introduction: Rob Demert, Principal, Regional Market Leader, Blue Owl Capital
3:10-3:15pm
SHOOK Ones: My Best Idea
Scott Wilson, Morgan Stanley Private Wealth Management
Introduction: Laurie L. Chan, U.S. Head of Alternative Solutions, PGIM Investment
3:15-3:35pm
Navigating the Competitive Private Credit Landscape
David Santoriello, Managing Director, Deputy Head of Private Wealth Americas, Golub Capital
Dianna Carr-Coletta, Managing Director & Partner, Direct Lending, PGIM Private Capital
Moderator: Jeffrey Corliss, RDM Financial Group
3:35-3:40pm
SHOOK Ones: My Best Idea
Charles Balducci, Merrill Wealth Management
Introduction: Brian D’Anna, Director, Golub Capital
3:40-4:00pm
Not All Credit is Created Equal
Bert Crouch, Managing Director & Portfolio Manager, Invesco Real Estate
Moderator: Andrew Billinghurst, Merrill Wealth Management
Introduction: James Barker, Market Leader, Invesco
4:00pm
The Last Word
Lindsey Nacht, Vice President | Director of Operations, SHOOK Research
4:00-5:00pm
Cocktail Reception Hosted by T.Rowe Price
Speakers:
Jim Zelter
Co-President
Apollo Asset Management
Bill Bohnsack
President & Senior Partner
Oak Hill Advisors
Christopher James
Chairperson
Blackstone Private Equity Strategies
Bert Crouch
Managing Director, Portfolio Manager
Invesco Real Estate
Julian Salisbury
Partner & Co-CIO
Sixth Street
David Santoriello
Managing Director, Deputy Head of Private Wealth Americas
Golub Capital
Frank Berland
Managing Partner
SHOOK Research
Jay Wyckoff
Managing Director, National Sales Manager
Blue Owl
Dianna Carr-Coletta
Partner, Direct Lending
PGIM Private Capital
David Nowak
Managing Partner, Private Equity
Brookfield’s Private Equity Group
Lindsey Nacht
Vice President
Director of Operations
SHOOK Research
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.
