Meeting/Event Information
April 16 Chapter Meeting: The PIMCO Advisor Playbook
April 16, 2026
11:30 AM CDT - 1:00 PM CDT
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Federal Reserve Bank (BHM Branch)
524 Liberty Parkway
Birmingham, AL 35242
Venue website
Directions
Russ will present PIMCO’s Advisor Playbook, focusing on today’s market outlook and key fixed income themes. The session will reinforce the role of active fixed income in the current environment, address major industry trends across both active and passive management, and share PIMCO’s macro outlook. Russ will also provide a recap of current relative value opportunities.
Learning Objectives
By attending this session, participants will learn:
- Reinforcing the role of active fixed income in today's environment
- Addressing key industry trends with active and passive management
- Sharing PIMCO's macro outlook and recap of relative value opportunities
Russell Olson
Vice President, Solutions Strategist, PIMCO
Mr. Olson is a Vice President and Product Strategist in PIMCO’s Newport Beach office, where he focuses on multi-asset strategies and customized portfolio analysis for institutional and global wealth clients. Prior to joining PIMCO in 2018, he was a Senior Analyst at J.P. Morgan, partnering with bankers, investment specialists, lending advisors, and estate experts to deliver investment and wealth management solutions. He has 11 years of investment experience, holds a bachelor’s degree in economics from Davidson College, and is a CFA charterholder.
Nick Kleinhenz
Vice President, Account Manager, PIMCO
Mr. Kleinhenz is a vice president and regional account manager on the global wealth management team, covering the Alabama and Tennessee markets. Previously, he was the south division regional head on the internal sales desk in the New York office. Prior to joining PIMCO in 2011, he worked as an internal sales consultant at Allianz Global Investors. He has 19 years of investment experience and holds an MBA from Kellogg School of Management at Northwestern University and an undergraduate degree from John Carroll University. He holds the Chartered Alternative Investment Analyst (CAIA) designation.
Sean Brock
Business Development Account Manager, PIMCO
Mr. Brock is an account manager on the U.S. global wealth management team. Based in Birmingham, Alabama, he covers financial advisors and broker-dealers within the state. He joined PIMCO in 2022 as an account analyst covering Georgia and South Carolina. He holds an undergraduate degree in finance from the University of Georgia. He is a CFA charter holder.
1 CFP® CE
Unless otherwise specified, all meetings are on the 3rd Thursday
Time: 11:30 AM – 1:00 PM
Location: Federal Reserve Bank, 524 Liberty Parkway
Directions and parking information here
Format: Eat together in a gourmet style cafeteria until 11:55, then move to conference room for presentation. Food is not allowed in conference rooms. Please RSVP and arrive on time to enjoy lunch and the speaker.
Registration: $15 members, (see below for Guest Policy)
$160 - 2026 Season Ticket, covers all regular chapter meetings
RSVP: by the Friday before the meeting.
Season Ticket holders must RSVP by email to [email protected].
This is a two-step process. Both registration & payment must be received.
The Federal Reserve is a secure facility. The doors will be opened 11:30 – 11:45.
FPA is committed to pay for each reservation made. If you cannot keep your reservation, notify Jessica by Friday before the meeting. No shows who fail to cancel will be billed $20.
To pay by mail:
Please make checks payable to FPA of North Alabama and mail to:
FPA of North Alabama
PO Box 26607
Birmingham, AL 35260-0607
FPA Guest Policy
Effective 1-1-2014
In an effort to boost membership, we have removed the financial incentive to be a continual guest at chapter meetings. All first-time guests may attend chapter meetings at no charge. A guest’s second and all further meetings require a $50 charge. As an incentive to join, members receive great discounts for chapter meetings, our membership outing, and the Symposium, plus access to free CE in the Journal of Financial Planning. Between the networking, the continuing education, and the advocacy of our profession, we believe that the cost of membership is far exceeded by the value.
Tickets
$15.00 Monthly Chapter Meeting Member Ticket
$0.00 Season Pass Holder
$0.00 Partner
$0.00 Monthly Chapter Meeting First-Time Guest Ticket
$50.00 Monthly Chapter Meeting Returning Guest Ticket
$0.00 STUDENT Member
$0.00 Student GUEST
$0.00 Partner
