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. 

Speakers 

Lars Krekel (Chair) 


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.