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UID:3126-1689264000-1689271200@www.fpasv.org
SUMMARY:July 2023 Chapter Meeting
DESCRIPTION:FEATURED SPONSOR: \n \n\n\nRSVP HERE\nMacro & Markets\n\nSPEAKERS: Andrew Revell\, VP & External Advisor Consultant and Peter Milinazzo\, VP & Account Manager at PIMCO \nSUMMARY:  \nWe will help contextualize the fixed income market\, share insights from PIMCO’s Cyclical Outlook\, and more. \nLEARNING OBJECTIVES: \n• How strained markets have led to a strong case for bonds\n• Portfolio construction and diversification in this 2023 environment\n• PIMCO’s thoughts on inflation\n• PIMCO’s views across multi-asset portfolios\n \nSPEAKERS BIOS:  \n\n \nAndrew Revell\nMr. 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. \n  \n   \nPeter Milinazzo\nMr. 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).\n\nMore Information\nTicket price includes: heavy appetizers\, Starbucks coffee & decaf\, hot water with Teavana teas\, and Ice water & iced tea.\nThere is also a bar in the hotel lobby if attendees want to continue networking after the meeting.\n1.0 CEU is available for this session \nNo refunds after 3pm the day before the meeting.
URL:https://www.fpasv.org/event/july-2023-chapter-meeting
LOCATION:Delta Hotels by Marriott Santa Clara Silicon Valley\, 2151 Laurelwood Rd\, Santa Clara\, CA\, 95054
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DTSTART;TZID=America/Los_Angeles:20230726T184500
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DTSTAMP:20230407T133749Z
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UID:3295-1690397100-1690405200@www.fpasv.org
SUMMARY:NexGen Networking Social - Giants vs. A's Game
DESCRIPTION:Invitation and more details to follow (Will be sent end of May)
URL:https://www.fpasv.org/event/nexgen-networking-social-giants-vs-as-game
LOCATION:Oracle Park Stadium\, 24 Willie Mays Plaza\, San Francisco\, CA\, 94107\, United States
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