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.
General Public: $145
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
TOP NORTH CAROLINA FINANCIAL EMPLOYERS
Wells Fargo – Bank of America – Truist – State Employees Credit Union – Nuveen