Join CFA UK’s new Investment Strategy Roundtable team
The new Investment Strategy Roundtable Leadership team are looking for committed and enthusiastic volunteers to deliver a new flagship event series.
This is an opportunity to help shape a platform where senior investment professionals debate market trends and investment strategy under Chatham House Rules.
As part of this initiative, we are recruiting volunteer Co-Chairs and a volunteer Content Group Member. Whether you are a senior practitioner or looking to develop your investment writing profile, we welcome applicants who want to contribute, connect, and help build this exciting new series.
The Investment Strategy Roundtable is a new quarterly flagship series designed to bring together senior investment professionals—including CIOs, Portfolio Managers, and Strategists—to discuss core asset classes and macro implications for portfolio strategy.
The group's primary activity is to facilitate a curated, non-commercial forum for genuine debate. The discussions focus on strategic thinking across Equities, Fixed Income, and Private Markets, providing CFA UK members with high-quality insights from experienced practitioners.
Role: Volunteer Co-Chairs
We are looking for two experienced investment professionals to provide strategic leadership and act as the faces of the Roundtable.
Responsibilities:
- Chair Discussions: Lead the live Roundtable sessions, facilitating a flexible and topical flow of conversation among senior guests.
- Shape Agendas: Develop quarterly themes, topics and suggest speakers to ensure content remains relevant to the membership.
- Source Participants: Leverage professional networks to identify and secure high-calibre speakers, such as CIOs, Strategists, and Economists.
- Uphold Standards: Maintain the confidentiality of the forum by ensuring all participants adhere to Chatham House Rule.
- Collaborate: Work closely with the CFA UK staffed office and the Content Group Member to ensure the successful delivery of each session.
What you’ll gain:
- Influence and support CFA UK’s flagship Investment Strategy Roundtable series.
- Develop investment strategy and communication skills.
- Access exclusive volunteer training and networking opportunities.
- Build your profile across CFA UK’s membership and the wider industry.
Preferred Skills & Experience:
- Hold the CFA UK Investment Management Certificate, the CFA UK Investment Business Award, or have passed the CFA Program Level I.
- Excellent written and verbal communication skills in English.
- Relevant experience in investment writing or audio production.
If you’d like to learn more, please contact the Volunteering Team at volunteer@cfauk.org. And if you don’t meet every requirement, we still encourage you to apply - you might be just the person we’re looking for.