COMPLETED WEBINAR

Beyond Bonds: Designing Fixed Income Solutions for Your Clients Today – Replay

OCTOBER 30, 2025 | 2-3PM ET

With macro conditions in flux and clients hungry for income, it’s time for you to think strategically about how to use bonds in today’s environment. Join Ric for a great conversation with PIMCO’s Sonali Pier and Adam Browne as they share practical ways you can leverage credit and flexible fixed income strategies to boost yield, manage risk and differentiate your practice.

You’ll get actionable ideas that you can implement in your very next client conversation.

For the live webinar only:
1 CFP CE credit | 1 CFA CE credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

About the speakers

Ric Edelman
Founder, The Truth About Your Future with Ric Edelman

Ric is the Founder of The Truth About Your Future. He founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award.

Adam Browne
EVP, PIMCO

Adam is an executive vice president in the New York office and head of ETF sales within the U.S. global wealth management team. Prior to joining PIMCO in 2021, he was with State Street Global Advisors and the SPDR ETF business for 15 years, most recently as a senior national account manager.

Sonali Pier
MD & PM, PIMCO

Sonali is a managing director and portfolio manager in the Newport Beach office, focusing on multi-sector credit opportunities. She is the lead portfolio manager for diversified income and is a senior member of the leveraged finance team.

About the Sponsor

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help give our clients an edge as they pursue their long-term goals.

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