From Cash Drag to Opportunity: Navigating Liquidity Across Market Cycles

 

October 23, 2025, 12:30 - 1:30 PM EST


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As inflation erodes purchasing power and cash yields decline amid Fed rate cuts, investors face renewed challenges in managing liquidity—balancing short-term needs with long-term goals. This webcast explores how to optimize cash allocations using PIMCO’s tiered liquidity framework, addressing risks of cash drag, aligning liquidity with investment horizons, and identifying practical strategies to preserve flexibility and pursue incremental returns.

Starting In

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Speakers

John Nersesian

Head of Advisor Education

U.S. Global Wealth Management, PIMCO

Jerome Schneider

Managing Director, Leader of Short-Term Portfolio Management and Funding, PIMCO

Registration & Fees

Cost: Complimentary

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Continuing Education

1 CE credit hour for CIMA®, CPWA®, RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

1 CFP® CE credit for CFP® certifications uploaded within 2 weeks. (PENDING)

Registrants must attend the entire event to earn CE credit.

Can't attend? Register anyway!

You will have one year to watch the recording to receive your CE credit.

 

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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