Late Cycle Investing
Ashish Tiwari, Asset Allocation Strategist, PIMCO
The current US economic expansion, one of the longest in history, has definite implications for asset owners and their portfolios. Mr. Tiwari will provide a framework that will establish critical questions that investors will likely be faced with, including recommendations for portfolios based on the three distinct phases of the economic cycle: pre-turn, during market correction and post-correction (recovery/rebound).
Mr. Tiwari is an executive vice president in the Newport Beach office and heads PIMCO’s asset allocation product strategy in the Americas and Asia-Pacific. As a senior member of PIMCO's client solutions group, he focuses on creating bespoke multi-asset solutions and advises both institutional and high-net-worth investors. In addition, he oversees PIMCO’s product strategy for alternative risk premia offerings. He publishes regularly on a range of topics, including asset allocation, portfolio construction, and systematic strategies. Prior to joining PIMCO in 2008, Mr. Tiwari was at Lehman Brothers in the investment banking division advising high-tech corporations on financings, mergers and acquisitions. Previously, he held roles in early stage venture investing, product management, and engineering at various technology corporations. He has 16 years of investment experience and holds an MBA in finance and accounting from the University of Chicago Booth School of Business and an undergraduate degree in electrical engineering from Purdue University.
Please note, attendees are asked to bring their own lunches.
Registration is required since space is limited.
Wells Fargo Connections
125 High Street
Boston, MA 02110
Registration is complimentary for members.
CE CreditCFA Boston has determined that this event qualifies for 1 CE credit hour under the guidelines of CFA Institute's Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this event will be automatically recorded in your CE tracking tool.