PIMCO, every mention
29 scenes, the whole family · ← back to PIMCO
tap a year for its mentions
every year anyone Ana Marshall 12Ted Seides 10James Clark 10Dan Ivascyn 5Eric Mogelof 4Wayne Wicker 3Morgan Housel 3Jon Glidden 3Greg Lippmann 3Abigail Wattley 3
Verbatim, from the transcripts: the passages where PIMCO comes up
Homegrown CIO at Williams College - Abigail Wattley (EP.507)
- ▶ 11:59 Abigail Wattley I remember going to a PIMCO bond boot camp for a week. 3 times in the scene
Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
- ▶ 7:36 Ted Seides We trace Eric's path to KKR after a long run leading private wealth at PIMCO, the growing demand for alternatives among individual investors,
- ▶ 9:25 Eric Mogelof I went to work in investment banking and then private equity, and the things I really liked about both was the engagement with clients, and so I headed back to business school, and when I tried to figure out, quote, what I was going to do… 4 times in the scene
- ▶ 13:53 Ted Seides What happened as you dove into that that led you to move from Pemko to KKR?
James Clarke – Building Enduring Partnerships at Blue Owl (EP.445)
- ▶ 1:19 Ted Seides Our conversation covers James's path to asset management, lessons he learned over a decade at PIMCO, equally powerful lessons from his subsequent, if less successful, stops, and the application of those lessons at Blue Owl.
- ▶ 6:46 James Clark He was running PIMCO in Sydney and we met and he said, I think you have the right personality that people want to be around and that can communicate well. 4 times in the scene
- ▶ 9:22 James Clark One day in August, he called up and he said, look, we've had an issue with one of the managers and we're going to give PIMCO, I can't remember the amount, but it was in seven figures, billions.
- ▶ 11:22 Ted Seides At a place like Pimgo of such scale, if the core of that ultimate sale is the relationship, how do you scale relationships in an organization? 2 times in the scene
- ▶ 13:57 James Clark At PIMCO, what you got to learn was you had to be in front of people bringing content and bringing value. 5 times in the scene
- ▶ 17:07 Ted Seides There are a lot of people that find themselves in roles where their values or what you learned at PIMCO
Jon Glidden - Delta Airlines Pension Fund Turnaround (EP.417)
- ▶ 10:44 Jon Glidden Something else that stuck in my mind was a case study we did on PIMCO Stocks Plus. 2 times in the scene
- ▶ 10:44 Jon Glidden Something else that stuck in my mind was a case study we did on PIMCO Stocks Plus.
Morgan Housel – Same as Ever (EP.359)
- ▶ 28:55 Morgan Housel PIMCO, the bond giant, had this term that they used to use that that was so smart. 3 times in the scene
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 4:25 Ted Seides My guest on today's show is Dan Iveson, the group CIO of PIMCO, the legendary bond shop with nearly two trillion dollars in assets under management. 3 times in the scene
- ▶ 8:21 Dan Ivascyn I met a lot of people that I still stay in touch with, even a few folks here at PIMCO I was classmates with, and that really, really got me incredibly excited about a career in this industry. 2 times in the scene
- ▶ 9:21 Ana Marshall What were some of the key lessons you learned from Scott while in your early days at PIMCO? 7 times in the scene
- ▶ 18:35 Ana Marshall Walk me through the process of partnering with Manny, PIMCO's CEO, to build the PIMCO of today. 4 times in the scene
- ▶ 27:11 Ana Marshall Given the volatility and just eye-popping moves in rates markets and in credit markets and in spreads over the last six months, how is PIMCO dealing with that?
- ▶ 37:44 Dan Ivascyn We see it across the PIMCO platform where many, many of our mandates have explicit rules around how much WB risk can you own?
- ▶ 47:46 Dan Ivascyn They kicked me over into the currency space, which wasn't the most glamorous position at PIMCO at the time, but what I learned were currency forward points, rolling currencies, intricacies of front-end yield curves outside the U.S. 2 times in the scene
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)
- ▶ 52:34 Tom Majewski Call PIMCO if they're answering the phone or wherever else you might go.
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 41:41 Greg Lippmann I think, therefore, there's only a handful of dozen people, really, and obviously you have giant firms like PIMCO that certainly do what we do and, and, 3 times in the scene
Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)
- ▶ 38:56 Himanshu Gulati Currently, he's the CEO of PIMCO, and he was just a great mentor from a professional perspective for many years post that.
Private Equity Masters 6 – Doug Ostrover – Blue Owl Capital (Capital Allocators, EP.205)
- ▶ 39:43 Doug Ostrover But the truth is, Fidelity and PIMCO and BlackRock and all the big buyers, they want the bigger, more liquid deal.
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- ▶ 10:22 Michael Sonnenshein So Grayscale is the world's largest digital currency asset manager, and so Grayscale is to digital currencies, maybe what PIMCO is to bonds or Vanguard is to indices.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 17:14 Adam Fisher If you look at the fixed income markets, generally like the non real estate, those are like your big PIMCO style funds, right?
Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
- ▶ 47:32 Hiro Mizuno But on the other hand, the PIMCO and those people, uh, started introducing the ESG products, SDGs products, so they, I think there's an opportunity for their business.
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 4:32 Ted Seides And his work has included breaking the stories of the discord between Bill Gross and PIMCO, the London whale trade, subprime mortgage collapse, and meltdown of hedge fund Ameren.
Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)
- ▶ 21:38 Wayne Wicker We gave them ten million dollars, and they were being funded initially through, uh, Pimco, and, uh, they were built out of the Pimco brand. 3 times in the scene