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2023 Forecast Dinner

The 2023 CFA Forecast Dinner featured insightful talks by renowned speakers Jon Willis, Carol Schleif, and Matt Hougan. The event provided valuable insights into the current state and future trends of the financial industry, covering topics ranging from investment strategies to global economic outlook. See the video below for a quick recap. (Pics further below!)

Our annual networking and informational dinner features conversation and insight into the latest market news and emerging markets. Learn more about our speakers below.


Photos from the 2023 Forecast Dinner:


The Presentation Deck from the 2023 CFA Forecast Dinner:

CFA Alabama Forecast Dinnner Speakers Presentation Deck
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Download our CFA Forecast Dinner Forescast PDF for sponsorship information

CFA Alabama 2023 Forecast Dinner Sponsor Kit v3
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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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