OVERVIEW

Please join CFA Society of North Carolina as we celebrate our 2020 Annual Outlook Dinner. This is the premier networking event of the year, bringing together over 350 of North Carolina’s leading investment professionals and key decision-makers. 

This year our keynote speaker will be Daniel Clifton, Partner at Strategas, speaking on “Trade, Trump and the 2020 Election”. Mr. Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates government policy initiatives and its impact on the global economy and financial markets for institutional investors.

SPEAKER

Daniel Clifton has been recognized as a top analyst of Washington policy by Institutional Investor magazine for 10 consecutive years. Separately, Mr. Clifton is also ranked as a top Wall Street analyst in the category of Accounting and Tax Policy.

Prior to joining Strategas, Daniel has a long record of public service working in government, on political campaigns, as a lobbyist, and running a non-profit organization.

Mr. Clifton was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. In this capacity, Daniel was part of coalitions that successfully lowered capital gains and dividend tax rates to 15 percent, a repatriation tax holiday on foreign source revenue in 2004, and reform of the nation’s private-sector pension system.

Prior to joining ASA, Mr. Clifton was Federal Affairs Manager for Americans for Tax Reform and served as a senior staff member in two gubernatorial administrations working on economic issues. Daniel has also worked in various capacities on elections at federal, state, and local levels.

Mr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.