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July 2023 Chapter Meeting

July 13, 2023 @ 4:00 pm - 6:00 pm

FEATURED SPONSOR:

RSVP HERE

Macro & Markets

SPEAKERS: Andrew Revell, VP & External Advisor Consultant and Peter Milinazzo, VP & Account Manager at PIMCO

SUMMARY: 

We will help contextualize the fixed income market, share insights from PIMCO’s Cyclical Outlook, and more.

LEARNING OBJECTIVES:

• How strained markets have led to a strong case for bonds
• Portfolio construction and diversification in this 2023 environment
• PIMCO’s thoughts on inflation
• PIMCO’s views across multi-asset portfolios

SPEAKERS BIOS: 


Andrew Revell
Mr. Revell is a vice president and external advisor consultant in the New York office. He is responsible for the distribution of PIMCO mutual funds and managed accounts in Northern California. Prior to joining PIMCO in 2010, he was a regional vice president for Claymore ETFs for three years. Mr. Revell began his career at Allianz Global Investors, working for six years in various capacities, including registered investment advisor sales, mutual funds and managed accounts. He has 22 years of investment and financial services experience and holds an undergraduate degree from Hamilton College.

 

  

Peter Milinazzo
Mr. Milinazzo is a vice president and account manager on the global wealth management team, responsible for the distribution of PIMCO mutual funds, ETFs, alternatives, and managed accounts to wirehouse advisors and registered investment advisors in the Bay Area. Previously, he was an account manager on the business development team covering registered investment advisors, independent advisors, and bank channels in Southern California. Prior to that, he was a senior account associate covering both Northern and Southern California. He also worked as a managed account specialist supporting PIMCO’s managed account business across the U.S. Prior to joining PIMCO in 2017, he worked at Eaton Vance. He has eight years of investment and financial services experience and holds an undergraduate degree from Merrimack College. He is a Chartered Alternative Investment Analyst (CAIA).

More Information

Ticket price includes: heavy appetizers, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.

There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.

1.0 CEU is available for this session 

No refunds after 3pm the day before the meeting.

Details

Date:
July 13, 2023
Time:
4:00 pm - 6:00 pm

Venue

Delta Hotels by Marriott Santa Clara Silicon Valley
2151 Laurelwood Rd
Santa Clara, CA 95054
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Phone
(408) 988-8411
View Venue Website