Matthew Koelliker is President of M360 Advisors and Head of Client Management. He joined from PIMCO, where he served as an account manager, advising institutional clients on asset allocation decisions across fixed income and alternative investment strategies.
Prior to joining PIMCO, Matthew was an analyst in the equities trade management group at Goldman Sachs. He holds an MBA from the Anderson School of Management at the University of California, Los Angeles and a bachelor’s degree in finance from Brigham Young University. He has 11 years of investment experience and holds a CFA charter.
Having learned from missed opportunities a decade ago, family offices are looking for distress opportunities with caution.
During the past decade, individual investors, wealth mangers and institutional investors have all sought to participate in private debt because of the attractive risk/return profile, consistent income and short durations. The current commercial real estate environment is considered a tremendous opportunity for lenders and investors alike.