Matt Chope, CFP® recently traveled to California to attend due diligence meetings at PIMCO. This was an opportunity for Matt to attend informational sessions where members of the PIMCO management team and mutual fund managers led discussions and investment forums. He was impressed with the organization and their global perspective.
The most interesting views Matt gleaned from the meetings were commentary about the healing housing market as well as a presentation focused on the strides America is making toward energy independence in the near future.
Meetings like this help Center team members keep a pulse on the managers and corporate cultures of the companies we use to build client investment portfolios.