Executive Vice President and Product Strategist, PIMCO
Dr. 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.
Retirement planning is inherently complex because life is inherently uncertain. Behavioral economics can help address natural but conflicting human desires for both predictable income and long-term growth. With a unified plan for both outcomes, clients may feel less anxiety and more likely to adhere to the plan successfully. This session aims to make behavioral biases work for, not against, the retiree in an intuitive way.
Tuesday, December 8, 2020
1:15 - 2:05 p.m. EST