Annual Outlook Event

Beyond the Horizon:
21st Century Global Security and Risk

Tuesday, January 12, 2021
12:00pm – 1:00pm

2021 Forecast Contest

For the 2021 Forecast Contest, please log into the link:

The contest includes S&P, NASDAQ, 10 yr Treasury Bond, Effective Fed Funds Rate, MSCI EAFE, MSCI Emerging Markets. The survey will remain open until January 31, 2021.

The enhanced role of geopolitical and national security issues in today’s economy are critical for supply chain management and business investing worldwide. Admiral James Stavridis gives an overview of risks, opportunities, and strategies for navigating the global marketplace and implications for business and government.    

After nearly 10 years at the four-star level as a global combatant commander and senior military assistant to the Secretary of Defense, Admiral Stavridis is currently an Operating Executive at Carlyle Group, focused on advising executives and investment professionals on geopolitical and national security issues. He also served for five years as Dean of the top school of international relations in the United States, The Fletcher School of Law and Diplomacy at Tufts University.


ADM James Stavridis, USN (Ret.)

James Stavridis, speaker os the CFA North Carolina Outlook Dinner

NATO’s 16th Supreme Allied Commander Europe and 15th Commander of the U.S. European Command (2009-2013); Head of U.S. Southern Command (2006-2009); Dean of The Fletcher School of Law and Diplomacy at Tufts University (2013-2018); Chief International Security Analyst for NBC News; Operating Executive, The Carlyle Group; Chair, Board of Counselors of McLarty Global Associates

A Florida native, Jim Stavridis attended the US Naval Academy at Annapolis, and spent 37 years in the Navy, rising to the rank of 4-star Admiral. Among his many commands were four years as the 16th Supreme Allied Commander at NATO, where he oversaw operations in Afghanistan, Libya, Syria, the Balkans, and counter piracy off the coast of Africa. He also commanded US Southern Command in Miami, charged with military operations through Latin America for nearly three years. He was the longest serving Combatant Commander in recent US history. Following his military career, he served for five years as the 12th Dean of The Fletcher School of Law and Diplomacy at Tufts University.

In the course of his career in the Navy, he served as senior military assistant to the Secretary of the Navy and the Secretary of Defense. He led the Navy’s premier operational think tank for innovation, Deep Blue, immediately after the 9/11 attacks. He won the Battenberg Cup for commanding the top ship in the Atlantic Fleet and the Navy League John Paul Jones Award for Inspirational leadership, along with more than 50 US and international medals and decorations, including 28 from foreign nations. He also commanded a Destroyer Squadron and a Carrier Strike Group, both in combat.

In 2016, Admiral Stavridis was vetted for Vice President by Secretary Hillary Clinton, and subsequently invited to Trump Tower to discuss a cabinet position with President Donald Trump.

He earned a PhD from The Fletcher School at Tufts, winning the Gullion prize as outstanding student in his class in 1983, as well as academic honors from the National and Naval War Colleges as a distinguished student. He speaks Spanish and French.

Admiral Stavridis has published nine books on leadership, the oceans, maritime affairs, and Latin America, as well as hundreds of articles in leading journals. His most recent book, Sailing True North, released in October 2019 became an instant bestseller. His memoir of the NATO years, The Accidental Admiral, was released in 2014, and in 2017 he released two books: The Leader’s Bookshelf: 50 Books That Make Us Better Leaders and Sea Power: The History and Geopolitics of the Oceans.

Admiral Stavridis is also the Chair of the Board of the US Naval Institute, the professional association of the Nation’s sea services: Navy, Marine Corps, Coast Guard, and Merchant Marine. He is a monthly columnist for TIME Magazine and Chief International Security Analyst for NBC News.

An active user of social media, Admiral Stavridis has tens of thousands of connections across multiple platforms, and Tweeted the end of the combat operations in the Libyan NATO intervention. His 2012 TED talk on 21st century security has been viewed online over one million times.

He is happily married to Laura, and they have two daughters – one working at Google and the other a Registered Nurse and former naval officer, both married to physicians.

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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.

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