Investment Strategy Roundtable Quarterly Flagship Series - June 2026
Wednesday 03 June 2026 | 18:00 - 20:30 | Evening Event
Join CFA UK’s Investment Strategy Roundtable, a new quarterly flagship series to bring together senior investment professionals for high‑quality, discussion-led conversations on multi-asset investment strategy. To support open peer level conversation, this roundtable is designed for CFA Charterholders only, with attendee details reviewed in advance.
Hosted under Chatham House rules and led by a volunteer practitioner Co‑Chair, this in person roundtable provides a trusted forum for experienced investors to exchange views on today’s most pressing market themes. Discussions will span equities, fixed income, and alternative asset classes, with a strong focus on asset allocation, macroeconomic developments, and evolving market dynamics.
To ensure the discussion reflects participant priorities, delegates will have the opportunity to submit questions in advance, which speakers will address during the session.
With topics shaped collaboratively with speakers and attendees, each roundtable is designed to reflect timely, real-world challenges and opportunities facing the investment industry, encouraging open dialogue and peer-level insight.
Why attend?
- Gain insights into how senior practitioners approach strategic and tactical asset allocation
- Deepen your understanding of current macro themes and their impact across asset classes
- Hear diverse perspectives and real-world considerations shaping investment decision-making
Who should attend?
This event is designed for CFA Charterholder portfolio managers, senior analysts, fund allocators, and other CFA Chartherholder investment professionals.
Timings:
Registration: 18:00 - 18:30
Programme: 18:30 - 19:30
Networking: 19:30 - 20:30
Speakers
Lars Kreckel (Chair)
Lars Kreckel is the founder and Head of Research at Sentiment Matters Ltd, an independent research firm bringing structure and insight to one of the most overlooked drivers of investing: sentiment and positioning.
Before founding Sentiment Matters, Lars spent more than 20 years in macro and equity strategy roles across both the sell-side and buy-side, including Commerzbank, ABN AMRO, Exane BNP Paribas and Legal & General Investment Management. During more than a decade in LGIM’s multi-asset team, he was responsible for equity views and investment decisions, and conducted research across equity regions, sectors, styles and themes.
Stefanie is a London-based senior equity analyst and global equities portfolio manager with over 25 years of experience across Bloomberg Intelligence, GIB Asset Management, Unigestion, Allianz Global Investors, J.P. Morgan Cazenove, Société Générale, ING Barings, Sanpaolo IMI and Oppenheimer.
Simona Gambarini, Executive Director (EMEA, SAS), Goldman Sachs Asset Management
Simona is an Executive Director within the EMEA and Asia Strategic Advisory Solutions (SAS) team at Goldman Sachs Asset Management. As a Senior Market Strategist, she is responsible for delivering critical macro, markets and geopolitical insights to help clients navigate dynamic markets. Alongside her role as Senior Market Strategist, Simona leads the SAS team’s efforts with EMEA Strategic Partnerships. Simona has over 15 years of experience as a markets economist.
Prior to joining the firm, Simona worked at ETF Securities, where she focused on commodity research, and later at Capital Economics, where she helped develop the firm’s view of equities, bonds and currencies. Simona earned her BSc and MSc degrees in Economics from Università Cattolica del Sacro Cuore (Milan). She also received an MSc in Finance from Warwick Business School.
Douglas Segars, CFA, Managing Director, Head of EMEA Project & Infrastructure Finance, Moody’s Ratings
Douglas Segars, CFA is responsible for Moody’s EMEA Infrastructure Finance ratings and research business. He leads a team of analysts in London, Paris, Frankfurt and Madrid covering utilities, infrastructure corporates and project financings.
Before joining Moody’s in 2014, Douglas spent his 30-year career in Europe and the Americas in a variety of credit and origination roles with a focus on infrastructure, financial institutions and public finance. From 2010 to 2014, he served as Head of Infrastructure Finance at Her Majesty’s Treasury, advising government ministers on initiatives to support infrastructure in the United Kingdom including the UK Guarantees Scheme, a £40 billion programme to provide financial guarantees for social and economic infrastructure projects, and the Green Investment Bank, the first national financial institution created to mobilise private sector capital for sustainable infrastructure development.
Prior to HM Treasury, Douglas was a Managing Director at Financial Security Assurance, holding a number of positions in the firm’s New York, Paris and London offices and leading teams structuring and guaranteeing financings for public-private partnerships, utilities and local authorities. Douglas began his career with American Express and Chase Manhattan Bank in New York.
Douglas holds a Bachelor’s degree in International Business from the University of Georgia and a MBA from the Thunderbird School of Global Management. He is a CFA charter holder
John has been with Redwheel since September 2010, where he serves as a portfolio manager and partner. He leads on company engagement for the Redwheel Value & Income Strategies, focusing on driving value creation and incorporating sustainability considerations into engagements. John is also responsible for developing the framework to integrate non-financial risks into the investment process. He is the portfolio manager of the Redwheel UK Climate Engagement Fund.
John previously worked at Schroders, where he specialised in trading and managing derivative securities for a range of structured funds. He co-managed the Schroder Income Maximiser fund with Nick Purves and Ian Lance. He also co-managed the Schroder Global and European Maximiser funds. John began his career at Bank of Ireland Asset Management.
John studied economics and politics in Trinity College, Dublin and holds an M.A. (Dubl.). He is a CFA Charterholder and a member of the CFA Society of the UK (CFA UK). Additionally, John serves as a Non-Executive Director on the board of The Investor Forum CIC.
