January 2017 Luncheon Meeting

Economic Update

Speaker: Rich Taylor, Vice President, Client Portfolio Manager,

American Century Investments

Meeting Description

FPA of Silicon Valley will kick off the 2017 chapter meetings with an overview of the economic outlook for 2017.

1.5 hours CE available, pending approval by the CFP Board.

Speaker Biography

Rich Taylor is vice president and client portfolio manager for American Century Investments, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s Mountain View, California, office.

Rich is responsible for representing portfolio management in communicating fixed income investment strategies and results to the firm’s clients. He joined American Century in 2001 and has worked in the financial industry since 1986. Prior to joining the company, Rich was vice president, taxable fixed income institutional sales for Morgan Stanley Dean Witter, where he provided generalist sales coverage to large institutional fixed income clients for all taxable, investment grade fixed income products and derivative products.

Rich holds a bachelor’s degree in industrial engineering from Stanford University and a master’s degree in business administration from Harvard Business School.

Pricing and Registration

Advanced pricing is available through January 9th: FPA Members and First Time Visitors: $40 Non-Members: $60

After January 9th:
All Members and Non-members: $60

Online Registration is open through Monday, January 9th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.

No refunds after 12:00 pm on Tuesday, January 10th.