Connexions: SLC Live

Building the Pipeline: Strengthening University Connections Across the CFA Network


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In this episode, Peter Watkins joins us to discuss how CFA Institute's University Relations team is fostering meaningful connections between societies, universities, and the next generation of investment professionals.

Peter walks through his team's structure and goals, outlining the many ways they engage with university communities worldwide—and why those relationships are so vital to the Institute's mission and long-term growth. The conversation highlights standout examples of successful society outreach initiatives, lessons learned from diverse markets, and strategies that societies can adapt to strengthen their own university partnerships.

Listeners will come away with practical, actionable ideas for building collaborations, mobilizing volunteers, and measuring impact—plus a few "do-this-tomorrow" takeaways to help boards and staff get started. The discussion wraps with a look at upcoming resources and tools designed to make university engagement easier and more effective across the network.

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Connexions: SLC LiveBy Society Relations