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Bryan Tsu
Portfolio Manager
Mr. Tsu is a managing director and portfolio manager in the Newport Beach office. He manages StocksPLUS, multi-sector credit, and securitized strategies. He is also a senior member of the insurance solutions team and a senior commercial mortgage-backed securities specialist. Mr. Tsu currently serves as a rotating member of PIMCO's Americas portfolio committee, which he has previously co-chaired, and he has also served as a rotating member of PIMCO's Investment Committee. Prior to joining PIMCO in 2008, he worked at Bear Stearns in New York. He has 21 years of investment experience and holds a bachelor's degree in economics and operations research from Columbia University.
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AI 인프라 구축에 자본이 대거 유입되고 있는 상황에서는 신중한 접근이 중요합니다. 특히 거래 구조와 담보, 그리고 자산에서 발생하는 현금흐름과 부채 상환 구조가 서로 잘 맞는지를 꼼꼼히 살펴볼 필요가 있습니다. 이러한 접근은 투자자가 의미 있는 기회를 선별하는 데 도움이 됩니다.