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Wed, Feb 08



2023 CFA Forecast Dinner

Our annual Forecast features three outstanding guests speaking on current affairs and concerns in the financial industry.

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2023 CFA Forecast Dinner
2023 CFA Forecast Dinner

Time & Location

Feb 08, 2023, 6:00 PM – 9:00 PM

Birmingham, Barber Vintage Motorsports Museum


About the Event


Federal Reserve Bank of Atlanta

Jon Willis is a vice president and senior economist in the Research Department at the Federal Reserve Bank of Atlanta. He leads the policy and survey teams and serves as a monetary policy adviser.

Willis’s research focuses on labor market dynamics over the business cycle and the relationship between the price-setting behavior of firms and inflation dynamics. His work has been published in journals such as the American Economic Review, the Journal of Monetary Economics, and the International Economic Review. Before he joined the Federal Reserve Bank of Atlanta in 2020, Willis served as vice president and senior research and policy advisor at the Federal Reserve Bank of Kansas City. He joined the Kansas City Fed in 2000. He also served as a visiting assistant professor at the University of Texas at Austin in 2004 and 2005.


BMO Family Office

Carol Schleif is the Chief Investment Officer of BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs. She is a voting member of the Asset Allocation Work Group and Investment committee as well as leading the Senior Investment Advisory Council for BMO Wealth Management.

Carol is an experienced investment leader with 40 years in the industry. She has a deep understanding of the markets and portfolio construction and management across asset classes. She is a sought-after speaker and thought leader, and a frequent contributor to Bloomberg, Reuters and other financial media. Carol serves on the joint board of trustees for the College of St. Benedict/St. John’s University where she co-chairs both endowments’ investment committees.


Bitwise Asset Management

Matt Hougan is one of the world’s leading experts on crypto, ETFs, and financial technology. He is Chief Investment Officer for Bitwise Asset Management, creator of the world’s first cryptocurrency index fund.

A three-time member of the Barron’s ETF Roundtable, Hougan was previously CEO of, where he helped create the first institutionally oriented ETF classification and ratings system. He was also Chairman and CEO of Inside ETFs, the world’s largest ETF conference, where he helped guide efforts to educate financial advisors on the role ETFs and index-based investments can play in building efficient portfolios.

Hougan’s thoughts on investing have been widely profiled in the media, including in Barron’s, Bloomberg, The Wall Street Journal, The New York Times, Institutional Investor, CNBC, and the Financial Times.

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