IWI Webinar Series 2022

From Inflation Shock to Recession Fears

As the Fed attempts to tame raging inflation with aggressive rate hikes, the economy remains in the crosshairs. Tighter financial conditions, in response to elevated inflation, likely will take a toll on consumer spending and corporate sentiment. Accordingly, we believe a recession is the most likely economic outcome within the next few quarters.

Join Balaji Venkataraman, client portfolio manager for American Century Investments^® as he discusses their market outlook.

What you can expect to learn:

• The potential risks to investors from the Fed’s hawkish policy, including financial market instability.

• The likelihood of inflation moderating but remaining uncomfortably high due to certain influences.

• The portfolio adjustments they’re making, including extending duration, with recession likely on the horizon.

Cost: Complimentary

Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute^®

1 CE credit hour for CIMA^®, CPWA^®, and RMA^® certifications
Audit-proof, Premier CE
Uploaded to your certification record(s) within 2 weeks

CFP^® Board

1 CFP CE credit hour for CFP^® certifications
Uploaded to your CFP^® record within 2 weeks

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot in the December 15^th event. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

Balaji Venkataraman is a client portfolio manager for American Century Investments^®, a premier investment manager headquartered in Kansas City, Missouri. He is based in the company’s New York office. Balaji is responsible for representing portfolio management in communicating fixed-income investment strategies and results to the firm’s clients. He joined American Century Investments^® in 2022 from Wellington Management, where he was a fixed-income investment specialist. In this role, he worked closely with fixed-income investment teams as a product manager and communicated their investment strategies externally with clients and prospects. Prior to joining Wellington Management, Balaji worked as a senior project manager at Casey, Quirk & Associates, where he advised investment managers globally on business growth and product management strategies. Previously, he worked at two fixed-income hedge fund managers, NWI Management and Claren Road Asset Management, as a trading assistant and investor relations professional. He has worked in the investment industry since 2003. Balaji holds a bachelor’s degree in commerce from the University of Virginia and a master’s degree in business administration from the Yale School of Management.