PIMCO FACTS
PIMCO FUNDS
MARKET KNOWLEDGE
Miscellaneous
KEY COMPETITORS
100
This individual left PIMCO in 2014 to start a food truck in LA.
Who is Jermie Banet?
100
According to the Q4 2014 PIMCO Corporate Fact Sheet, this is the number of PIMCO Mutual Funds. (+/- 5)
What is 102?
100
This event in 1997 coincides with the launch of our Real Return fund.
What is the first TIPS auction?
100
This portfolio manager's favorite presentation catch-phrase is: "oh my goodness, how cool is that?" He is often spotted wearing snake skin boots.
Who is Rob Arnott?
100
Bill Eigen manages this $24B Non-traditional Bond Fund.
What is JPM Strategic Income Opps?
200
These are 5 senior level individuals who have not previously worked at PIMCO that have been hired since 2014.
What is ... (must choose 5 out of the list below) 2014-Q3 Mohsen Fahmi MD Generalist Portfolio Manager 2015-Q1 Joachim Fels MD Global Economic Advisor 2014-Q2 Paul McCulley* MD Chief Economist 2014-Q1 Virginie Maisonneuve MD CIO Global Equities 2014-Q2 Sudi Mariappa MD Generalist Portfolio Manager 2014-Q4 Marc Seidner MD CIO Non-traditional Strategies 2015-Q1 Geraldine Sundstrom MD Portfolio Manager, Asset Allocation 2014-Q4 Jeremie Banet EVP Portfolio Manager, Real Return 2014-Q3 Harley Bassman EVP Portfolio Manager 2014-Q2 Rick Chan EVP Portfolio Manager, Interest Rate Derivatives 2014-Q2 Jason Goldberg EVP Portfolio Manager, Equity Derivatives 2014-Q3 Said Saffari EVP Portfolio Manager, Emerging Markets 2014-Q3 Ethan Schwartz EVP Portfolio Manager, Distressed Credit 16 2014-Q3 Adrian Stewart EVP Head of PIMCO Australia and New Zealand 2014-Q4 Stefan Tsonev EVP Portfolio Manager, Alternatives 2014-Q2 Daniel Ballen SVP Portfolio Manager, Special Situations 2014-Q3 Sebastiano Costa SVP Account Manager, Milan 2014-Q2 Jan Faller SVP Portfolio Risk Manager 2014-Q2 Joseph Healy SVP Account Manager, Defined Contribution 2014-Q4 Brent Jenkins SVP Portfolio Manager, Mortgages 2014-Q4 Megan Kulick SVP Portfolio Manager, Equities 2014-Q4 Daniel Lacalle SVP Portfolio Manager, Equities 2014-Q3 Minoru Matsuzawa SVP Account Manager, Tokyo 2014-Q4 Iain McNaught SVP Portfolio Manager, Equities 2014-Q2 Satoshi Ohishi SVP Account Manager, Tokyo 2014-Q1 Ji Young Park SVP Equity Analyst 2014-Q4 Tapio Pekkala SVP Equity Analytics 2014-Q3 Simon Peters SVP Portfolio Manager, Equities 2014-Q4 Mark Richards SVP Equity Analyst 2014-Q4 A. Michael Spence Consultant Macroeconomic & Global Policy 2015-Q1 Gene B. Sperling Consultant U.S. Policy
200
This is the year PIMCO received the PATENT for the Global Advantage Bond Index Methodology.
What is 2012?
200
These individuals are three of the current members of the Federal Reserve Board.
Who is Yellen, Fischer, Tarrullo, Powell, Brainard?
200
This is the college that Kevin Curtis attended.
What is the University of New Hampshire?
200
This individual was quoted in December 2014 saying "TIPS are for losers."
Who is Jeffrey Gundlach?
300
In addition to Bill Gross and Mohammed these are two senior level individuals who left PIMCO since 2014 and have not returned. **** Justin Ross is not an acceptable answer****
Who is Masha Gordon, Saumil Parikh, Bob Greer, Paul McCauley?
300
This is the number of ETF's PIMCO Manages that invests specifically in INFLATION LINKED BONDS.
What is 4? ILB TIPZ STPZ | PIMCO 1-5 Year U.S. TIPS Index LPTZ | PIMCO 15+ Year U.S. TIPS Index
300
During the last fed tightening cycle (04-06) this was the TOP PERFORMER of all major Indexes. (Major meaning: S&P/Russell/MSCI/Barclays)
What is the MSCI Emerging Markets Index?
300
According to Morningstar Data at the end of Q1 2015, this is the third largest Fixed Income Fund by AUM.
What is Templeton Global Bond?
300
Kathleen Gaffney left this firm to manage Eaton Vance Bond.
What is Loomis Sayles?
400
**DAILY DOUBLE** This is Paul McCulley's Bunny's name.
Who is Morgan le Fay?
400
This is the oldest PIMCO Closed End Fund.
What is PCM Fund (1993)?
400
This is the unemployment rate that factors in underemployed and discouraged workers.
What is the U-6 Unemployment Rate?
400
According to the 4Q 2014 GWM Americas Advisory Brokerage Firm Fact Sheet, this WIRE HOUSE firm is fourth in sales in 2014.
What is UBS? 1. ML $8.4B 2. WFA $4.7B 3. MSSB $4.2B 4. UBS $2.2B
400
**DAILY DOUBLE** David Albrycht manages this $8.4B Short-Term Bond Fund.
What is Virtus Multi-Sector S/T?
500
Prior to joining PIMCO, this PM managed capital at Goldman Sachs. Prior to that, he spent a year in Colombia serving as a financial consultant to the Ministry of Finance and Public Credit.
Who is Michael Gomez?
500
This is the amount of PIMCO Funds that have a 4 or 5 star Morning Star Rating. (+/-5 funds)
What is 36? 19 = 5 Star 17 = 4 star
500
Hedge Fund Indexes typically display this BIAS.
What is Survivorship Bias?
500
According to the 4Q 2014 GWM Americas Advisory Brokerage Firm Fact Sheet, these are two of the top five fund families by AUM at LPL.
What is ... 1. American Funds 2. Franklin Templeton 3. Oppenheimer 4. Blackrock 5. Natixis
500
This individual is the Portfolio Manager of BLACKROCK TOTAL RETURN.
Who is Rick Reider?
M
e
n
u