Late Cycle Investing
The current US economic expansion is one of the longest in history, and we are increasingly being asked for perspectives on the implications for asset owners and their portfolios. To this end, we have created a framework with the goal of providing our clients with an actionable roadmap to help navigate the period ahead.
The framework seeks to establish critical questions that investors will likely be faced with, including recommendations for portfolios based on the three distinct phases of the economic cycle:
2) During the market correction
3) Post-correction recovery/rebound
Ashish Tiwari, Executive Vice President & Asset Allocation Strategist, PIMCO
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, Mr. Tiwari 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.
Non- Members: $10
3:30 p.m. - Registration
4:00 p.m. - Presentation and Q&A
5:30 p.m. Hosted Networking Reception
This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders.
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