Annual Outlook Dinner

Date: January 9, 2024

Time: 5:00 pm – 8:00 pm

For additional sponsorship opportunities, contact Sheri Gillette


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 event being a key pillar.  The event attracts more than four hundred attendees and guests, including professional money managers, financial planners, and financial advisors from North Carolina and nearby states.

Typically, the Outlook event 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