Quarterly Fund Updates

Quarterly Fund Updates

Please join us for a series of fund updates across the PIMCO range. Each call will review quarterly performance drivers and detractors, future portfolio positioning, outlook and flow and FUM update.

Please direct any queries to PIMCO Events Australia.

Register for all.

Thursday 27th July 2023

Macroeconomic Update
Time: 9:30am – 10:00am AEST
Speaker: Aaditya Thakur, Portfolio Manager, Australia and Global
Duration: 30 mins

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Aaditya Thakur

Aaditya Thakur, CFA
Portfolio Manager, Australian and Global

Mr. Thakur is a senior vice president and portfolio manager in the Sydney office, focusing on Australian dollar and global portfolios. Prior to joining PIMCO in 2013, he was with AMP Capital Investors as a portfolio manager within the fixed income macro markets team. He has 15 years of investment experience and holds a master's degree in commerce (finance) from the University of New South Wales and an undergraduate degree from the University of Wollongong. He is also a CFA charterholder.

PIMCO Fixed Income Update
Time: 10:30am – 11:00am AEST
Speaker: John Valtwies, Head of Family Capital, Australia
Duration: 30 mins

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John Valtwies

John Valtwies

Mr. Valtwies is a senior vice president in the Global Wealth Management team, and Head of Family Capital, Australia in the Sydney office. Prior to joining PIMCO in 2012, he was a senior research analyst at Morningstar. Previously, he held a range of investment analyst roles at Skandia, Close Wealth Management (London) and Goldman Sachs. He has 22 years of investment experience and holds a certificate in financial markets from FINSIA. He received an undergraduate degree from the University of Western Sydney.

PIMCO Private Credit Update
Time: 11:30am – 12:00pm AEST
Speaker: Kyle McCarthy, Product Strategist
Duration: 30 mins

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Kyle McCarthy

Kyle McCarthy, CFA

Mr. McCarthy is a senior vice president and alternative credit strategist in the Singapore office, covering credit alternatives and real estate strategies. Prior to joining PIMCO in 2011, he was a senior financial analyst at Bank of America, supporting a long/short leveraged loan trading desk. Additionally, he worked as an analyst on Bank of America’s internal pension plan and retirement team, overseeing the assets held in both the defined benefit and defined contribution plans offered to internal employees.
He has 15 years of investment experience and holds an undergraduate degree in business administration from the State University of New York at Geneseo.