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CAIA Pacific Northwest | Fixed Income Breakfast at the Bellevue Club with Guggenheim Investments
Date(s):
April 30, 2026
Note: All times listed are in local time
Venue:The Bellevue Club
11200 SE 6th ST
Bellevue, WA 98004
Fee(s):Free Event
Description:Join CAIA Pacific Northwest for a delicious breakfast and forward-looking discussion on the economic and market landscape for 2026. This session will explore credit market dynamics, provide a practical roadmap for fixed-income investors, and highlight opportunities for active management amid the continued evolution of alternative investing. Date & Time:
Thursday, April 30th
8:00-10:00 AM PST Location:
The Bellevue Club - Olympic Suite A
11200 SE 6th ST
Bellevue, WA. 98004
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Akshay Joshi
Job Title: Managing Director Senior Portfolio Manager
Organization: Guggenheim Private Investments
Mr. Joshi is a Managing Director and Senior Portfolio Manager at Guggenheim Private Investments. He joined the firm in 2025. Mr. Joshi graduated from the University of Mumbai with a Bachelor of Commerce in 2009 and Boston College, Carrol Graduate School of Management, in 2016 with a Master’s in Business Administration. Prior to joining GPI in 2025, Mr. Joshi was a Principal and Investment Team lead at Turning Rock Partners from 2022 to 2025. Prior to joining Turning Rock Partners, Mr. Joshi was a Vice President at Golub Capital, LLC on the Opportunistic Credit team. Prior to Golub Capital, Mr. Joshi was in the Structured Finance Investing & Lending business at Goldman Sachs & Co.
Joe Kucevich
Job Title: Managing Director Senior Portfolio Manager
Organization: Guggenheim Private Investments
Mr. Kucevich is a Managing Director and Senior Portfolio Manager at Guggenheim Private Investments. He joined the firm in 2025. Mr. Kucevich previously worked at 26North as a Managing Director, focused on investing and capital markets activities. Before that, he worked as Principal at Blackstone in its Asset Based Finance group from 2021 to 2024. Prior, he worked at Goldman Sachs as a Vice President in its Structured Finance Investing & Lending group until 2021. He began his career in the Global Investment Research division at Goldman Sachs in 2015. He graduated from the University of Maryland in 2014
Patrick McDonald
Job Title: Regional Vice President (WA,OR,AK)
Organization: Guggenheim Investments
Speaker Type: Moderator
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