Annual Outlook Dinner

Date: January 9, 2024

Time: 5:15 pm – 8:30 pm

Charlotte Marriott City Center
100 West Trade St Charlotte, NC 28202

For additional sponsorship opportunities, contact Sheri Gillette

Please join the CFA Society of North Carolina as we celebrate our 2024 Annual Outlook Dinner. We are excited to announce that our keynote speaker will be Libby Cantrill, CFA.

Presentation Details

A View From Washington

During this session, Libby will share PIMCO’s outlook as we head into the 2024 election, expectations for the policymaking environment, and importantly, the potential impact of politics on investment portfolios and the economy.


Libby Cantrill, CFA 

Managing Director, Head of Public Policy 

Ms. Cantrill is a managing director in PIMCO’s portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve  Chair Ben Bernanke. She has served as a rotating member of the firm’s Executive  Committee and is a founding member of PIMCO Families and PIMCO Women.  Prior to joining PIMCO in 2007, she served as a legislative aide in the House of  Representatives and also worked in the investment banking division at Morgan  Stanley. She has 19 years of investment experience and holds an MBA from  Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on  Foreign Relations and sits on the boards of Covenant House New York and the  Securities Industry and Financial Markets Association (“SIFMA”).

The annual Outlook Dinner is our premier event of the year, bringing together over 350 of North Carolina’s leading investment professionals and key decision-makers. 


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 – 1500+ 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 – Sterling Capital Management – Barings – Nuveen