21st Annual Outlook Dinner

Trump, Trade and the 2020 Election

Charlotte Marriott City Center
Tuesday, January 14, 2020


CFA Society North Carolina’s mission is to serve the needs of professionals in the investment decision-making process by providing a forum for the exchange of information and ideas among its members, enhancing investment knowledge, and encouraging high ethical standards and professional conduct among all participants in the investment industry.

In support of the mission, the society holds several high profile events each year with the annual Outlook Dinner being a key pillar. The event attracts more than 400 attendees and guests – including professional money managers, investment consultants, plan sponsors, financial planners, and financial advisors from North Carolina and nearby states.

The Outlook Dinner consists of a cocktail hour, dinner, keynote speech, and a Q&A discussion. Each attendee will enjoy a dynamic reception, a fantastic speaker, and an exceptional meal accompanied by wonderful guests.


Contact us to purchase a ticket, corporate table or sign up to volunteer.

Individual Pricing

Member: $125
General Public: $145

Outlook Pricing

Platinum Sponsor: $5000
Event Sponsor: $3,000
Gold Sponsor: $2,500


​​​CFA Society North Carolina is looking for volunteers to assist with registration, event setup, and event teardown. All volunteers receive a complimentary ticket (a $125 value) to the event as a thank you for participating.

CFA Institute – 170K+ investment professionals

CFA Institute is working to build an investment industry where investors’ interests come first, markets function at their best, and economies grow.

The society develops and promotes professional and ethical standards and administers the CFA® credential, the Certificate in Investment Performance Measurement, and the CFA Institute Investment Foundations® program.

CFA Society North Carolina – 1300+ members

Gender: 88% Male, 12% Female
Membership Types: ~1,300 Charter holders & 800+ Active Candidates

Approximately 50% of our members hold one of these five titles: • PM • Advisor • Analyst • Executive • Financial Professional

Wells Fargo – Bank of America – Truist – State Employees Credit Union – Nuveen


At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.

The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.