CENTRAL ARIZONA ESTATE PLANNING COUNCIL

Joint event with the Phoenix CFA Society.

Topic: The Fragmentation Era

Learning Objectives:

• Understand the structural forces shaping PIMCO’s macro outlook for the next five years
• Recognize the importance of global diversification and active management in navigating a volatile investment environment
• Identify PIMCO’s key investment themes within the fixed income landscape

Speaker: Brian Leach, CFA®

Mr. Leach is an executive vice president and credit strategist in the Newport Beach office. He leads PIMCO’s global credit product strategy team as well as the global ETF product strategy team. Prior to joining PIMCO in 2013, he worked at Northern Lights Capital Group, a private equity firm focused on the money management industry. Previously, he worked at BlackRock, where he evaluated and managed portfolios of private investment funds. He has 16 years of investment experience and holds an MBA in analytic finance and economics from the University of Chicago Booth School of Business and an undergraduate degree from Princeton University.

RSVP must be received by 12:00 p.m. on Wednesday, October 1, 2025. Registration will close at this time.

Submitting an RSVP for this event implies your agreement to the following COVID-19 policy.

Dinner Menu

PRESET SALAD

Wedge salad with iceberg, turkey bacon, baby heirloom tomatoes, pear vinaigrette (GF/DF)

ENTREES

Short Rib, Assorted Vegetables, Mashed Potatoes

Vegan: Quinoa with roasted vegetables

PRESET DESSERT

Double fudge chocolate cake (GF/V)

TABLESIDE BEVERAGE

Iced Water

Coffee Offered with Dessert

Schedule

• 5:00 p.m. Networking
• 6:00 p.m. Dinner
• 6:20 p.m. Announcements
• 6:30 p.m. Program
• 7:30 p.m. Program Concludes

Thank you to our sponsor!

Attendees understand and agree that their contact information may be shared with the event sponsor(s).

EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.

Attending without a reservation? Please read this.