In-person event

FPA of Greater Kansas City January Meeting

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Embassy Suites Olathe

Economic Update

Stephanie Kelton

Stephanie is a leading authority on Modern Monetary Theory, a new approach to economics that is taking the world by storm. She is considered one of the most important voices influencing the policy debate today.

Her New York Times bestseller, The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy, shows how to break free of the flawed thinking that has hamstrung policymakers around the world.

In addition to her many academic publications, she has been a contributor at Bloomberg Opinion and has written for the Financial Times, The New York Times, The Los Angeles Times, U.S. News & World Reports, CNN, and many others.

Professor Kelton has worked in both academia and politics. She served as chief economist on the U.S. Senate Budget Committee (Democratic staff) in 2015 and as a senior economic adviser to Bernie Sanders’ 2016 and 2020 presidential campaigns. She is a Senior Fellow at the Schwartz Center for Economic Policy Analysis and a Professor of Economics and Public Policy at Stony Brook University. Stephanie has held Visiting Professorships at The New School for Social Research, the University of Ljubljana, and the University of Adelaide. POLITICO called her one of the 50 Most Influential Thinkers in 2016, Bloomberg listed her as one of the 50 people who defined 2019, Barron’s named her one of the 100 most influential women in finance in 2020, and Prospect Magazine listed her among the world’s top 50 thinkers in 2020. She was previously Chair of the Department of Economics at the University of Missouri, Kansas City.

Fixed Income Investing in An Uncertain World

Joyce Huang, CFA

It’s said that the credit markets can be the window to the future.  Joyce Huang will provide historical context regarding fixed income returns as income going forward may play a bigger role in portfolios from a goals based planning perspective.  Additionally, she’ll cover updates on the money supply, labor market and inflation which all effect the consumer.  Finally, she’ll share our outlook for Fed Funds and first half ’23 macro outlook.

Joyce Huang, CFA, is vice president and senior client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. She is based in the company’s New York office.

Joyce is responsible for representing portfolio management in communicating fixed income investment strategies and results to the firm’s clients. She joined American Century in 2018 from First State Investments, where she was an investment director for fixed income and multi-asset solutions. Previously, she served in roles as a senior investment strategist and senior portfolio specialist for BNY Mellon Investment Management. Prior to that, she was a vice president and account manager in the capital markets fixed income group at Citigroup. She started in the industry with Lehman Brothers/Barclays Capital, where she was a vice president within their fixed income research group. She has worked in the investment industry since 2006.

Joyce holds a bachelor’s degree in economics from the Wharton School at the University of Pennsylvania. She is a CFA® charterholder and a member of the CFA Institute.

Continuing Education: Two hours pending for CFP® and Kansas Insurance
Topic
General Financial Planning Principles
Investment Planning