Executive Vice President and Product Strategist, PIMCO
Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic initiatives aimed at driving growth within the traditional product franchise.
Prior to joining PIMCO in 2018, he was a principal at Blackstone, where he helped launch the firm’s retail alternatives initiative. Previously, he was a managing director at AllianceBernstein, where he ran multi-asset product management, led wealth management group research and marketing, and was interim head of investor relations for the firm.
He has 19 years of investment and financial services experience and holds a Ph.D. from Boston University. He received an undergraduate degree from Emory University in Atlanta.
The advisor’s role is increasingly driven not by asset allocation or manager selection, but advice and planning--and the mother of all planning issues is retirement. Join PIMCO's John Nersesian and Avi Sharon as they explore a retirement framework which seeks to address the desire for both predictable income and long term growth — without giving up control or the ability to change course. This framework draws on our understanding of Richard Thaler’s work, a senior retirement advisor to PIMCO, our experience with outcome oriented solutions and behavioral insights from industry thought leaders. In this session we’ll discuss how to turn sequence of returns risk into a potential tailwind, encourage better behaviors around social security claiming, solve for predictable income streams as well as portfolio growth and also to create a plan that is intuitive, simple to implement, and flexible to allow for changes in spending over time.
Thursday, May 28, 2020
9:30 – 10:30 a.m.
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