3/17/21 Virtual Discussion:

PIMCO Flexible Credit Strategy (“PFLEX”)

In this webinar, HoyleCohen Associate Portfolio Manager, Robert Lopez, will be joined by PIMCO’s Kevin Curtiss to discuss the PIMCO Flexible Credit strategy (“PFLEX”). The discussion will include, a 2020 credit market review, PFLEX update and outlook, what makes PFLEX different from traditional bond funds, and why flexibility matters.

•      Date: Wednesday March 17, 2021
•      Time: 10-10:30am PST
•      To Register in Advance please click here.
•      You will receive an email notification with a calendar marker.
•      To submit questions ahead of time, please email: HCinvestments

This Webinar WILL BE Recorded.

REGISTER HERE

Your Hosts:

Kevin Curtiss:  Senior VP & Account Manager, PIMCO

Mr. Curtiss is a senior vice president and account manager in the Newport Beach PIMCO office and is a member of the private client group within PIMCO’s global wealth management team. He is responsible for PIMCO’s coverage of strategic relationships with certain investment advisors and trust banks on the West Coast.

Mr. Curtiss joined PIMCO in 2008 and previously worked within the investment due diligence group, serving as the liaison between financial intermediaries and PIMCO’s portfolio management team. He has 12 years of investment experience and holds an MBA from the Marshall School of Business at the University of Southern California and a bachelor’s degree in finance from the University of New Hampshire.

Robert Lopez, MSA, CAIA, 
Associate Portfolio Manager, HoyleCohen

Mr. Lopez serves as an Associate Portfolio Manager in the Investment Department at HoyleCohen. He is an active member of the firm’s Investment Committee often leading meetings and investment discussions, and plays an integral role in the future growth and development of investment management strategies at the firm. Mr. Lopez assists in diligence reviews, core model research and drafting investment related collateral and client communications, as well as maintaining internal records. Additionally, he works closely with Advisory teams to provide portfolio management recommendations.

Mr. Lopez holds a Bachelor’s from the University of California Los Angeles, a Master’s from Northeastern University and a Chartered Alternative Investment Analyst (CAIA) designation. Active in the community, Robert serves on the board as Treasurer of the UCLA-SD Alumni Network.