Webinar: Navigating fixed income markets in 2023 with PIMCO
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Webinar: Navigating fixed income markets in 2023 with PIMCO

Updated
17 Oct
2023
published
22 May
2023

About the session

Amid market uncertainty, bond yields have continued to rise, putting fixed income back into the fore after years of lower yield environments. In this time, bonds have been highlighted as a key driver of returns for portfolio allocations, offering more reliability over the longer term. 

But as the second quarter of 2023 comes to a close, is fixed income still relevant? How will uncertainty over the rate path, inflation, and recessions, impact this favoured asset class? 

Endowus warmly invites you to an exclusive webinar in partnership with PIMCO, global leaders in the fixed income landscape. Join Samuel Rhee, Chairman and Chief Investment Officer, and Steffanie Yuen, Head of Hong Kong of Endowus, as they speak with experts from PIMCO to discuss: 

  1. The fixed income potential as investors emerge from a lower yield environment
  2. The fixed income market outlook for the rest of 2023
  3. How PIMCO navigates the credit markets and the evolving fixed income landscape

About the speakers

Samuel Rhee, Chairman and Chief Investment Officer, Endowus

Samuel Rhee is Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform, and is a co-founder of the company. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with three decades of institutional investing experience in Singapore, Hong Kong, and London. 

Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is  responsible for the company’s asset allocation and investment selection across all offerings, with a vision to provide individual investors with the same knowledge, resources, and products traditionally only made available to institutional investors, at a low, fair fee. 

Against this backdrop, Sam passionately advocates for greater financial literacy, time-tested and evidence-based advice, lower costs, the industry elimination of hidden fees, and a corporate culture that puts the client’s needs first. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading the firm to become the first and largest digital advisor for CPF investing in Singapore.

Steffanie Yuen, Head of Hong Kong, Endowus

Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus, a leading digital wealth platform in Asia. 

Steffanie is responsible for establishing and leading Endowus’ presence in Hong Kong, Endowus’ first regional expansion. This includes positioning Endowus as an essential partner for wealth planning and to boost retirement adequacy in Hong Kong. ‍

Before joining Endowus, Steffanie was Managing Director at Value Partners and was responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. Prior to Value Partners, she was the Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, where she was responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners, which together serves over 1.2 billion annual active users globally.

Steffanie was selected into the Financial Leaders Programme in 2023 organized by the Hong Kong Monetary Authority. She also currently serves as Co-Chair of the WealthTech and InvestTech Committee of the Fintech Association of Hong Kong.

Marcio Bogoricin, Executive Vice President, Head of Asia Wealth Management (ex-Japan)

Marcio Bogoricin is an executive vice president and head of the global wealth management business in Asia ex Japan. In this role, he leads a team across the region that focuses on developing investment solutions for private banks, retail banks, online platforms, and family offices. 

Previously, he was an account manager in the Singapore office, focusing on client servicing and business development in Hong Kong and Singapore. He also worked as an account manager in Latin America based in PIMCO’s Brazil office and as an account associate in New York. 

Prior to joining PIMCO in 2010, Marcio was an associate director at UBS New York, working with large family offices to develop asset allocation solutions and trading strategies. He has 16 years of investment experience and holds an MBA from London Business School, where he participated in an exchange program with Hong Kong University. He holds a bachelor's degree in economics and supply chain management from Penn State University.

Naveen Gulati, Senior Vice President, Head of Hong Kong Global Wealth Management

Naveen Gulati is a senior vice president and head of the global wealth management business in Hong Kong. He leads a team focused on developing investment solutions for private banks, retail banks, and online platforms. 

Previously at PIMCO, he was a product strategist based in the Hong Kong and Newport Beach offices, focused on growing PIMCO's Asia credit business globally, and its income and global credit businesses in the Asia-Pacific region. He also worked as an institutional account manager in the New York office. 

Prior to joining PIMCO in 2014, Naveen worked in the merchant banking and investment banking divisions of Goldman Sachs in New York. He has 12 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania. He received an undergraduate degree from the University of California, Berkeley.

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Risk Warnings

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested.

Opinions

Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances.

No invitation or solicitation

Neither the information, nor any opinion, contained in this article constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction.

This advertisement has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

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