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

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.



SPEAKER INFORMATION

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. 

OVERVIEW

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.