On Monday, November 7, 2022, Philip had the privilege to have a one-on-one conversation with Manny Roman, PIMCO’s CEO, at The SPARK Institute, Inc. Forum in Palm Beach, FL.
2022 was a challenging year for all investors as we were living in a world driven by macroeconomic and geopolitical risks. Over the years, PIMCO has demonstrated the acumen, intelligence, and skill to navigate investors through troubled waters. We always look forward to hearing Manny’s comments about the current investment environment and where PIMCO believes the path forward would look like and the associated risks investors and advisors would likely face. Finally, we look to learn his thoughts about the challenges of plan participants in accumulating for and deriving income during retirement.