Modern Investor Summit

London & Online

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Connect with like-minds

Find your community and build a network of people to support your investing journey.

Get the edge with investing

Learn cutting-edge strategies and insights from the world's leading experts.

Meet industry pioneers

Engage directly with the biggest names from the investing world.

3—4 December
3—4 December
3—4 December
3—4 December
3—4 December
3—4 December


The Finimize Modern Investor Summit connects the smartest minds in investing with our global community of individual investors at this premier investor conference. Business leaders, economists, analysts, and start-ups share their views on the future of our economy, provide analysis on investing opportunities, and offer education on becoming better investors.


Explore the agenda

The Outlook

At the Outlook Stage, gain insights into the macroeconomic factors shaping 2024 and forecast the pivotal trends of 2025. Connect with leading voices for a comprehensive view on the future of investing.

Artificial Intelligence

Get a deep understanding of how AI drove the S&P 500's gains in the past year. Learn about the size of the opportunity in the future and join top AI entrepreneurs, investors, and analysts to build your own strategy on leveraging this megatrend.


High interest rates, higher inflation and lower GDP growth are calling the traditional 60/40 into question. Technology continues to remove the barriers to adoption from private investors. Learn how to supercharge your own portfolio  from the smartest minds in alternative investing, with assets from crypto to private equity.


Level up your investing game with dedicated workshops with mastermind investors. Catering to all levels you will leave with practical tips and tools to implement in your day to day investing strategy. Have your questions answered directly by our expert speakers.

Get involved

Join us at the 2024 Summit

The world’s largest investor conference dedicated to connecting the global retail investor community with the smartest minds in investing.

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partnering with us?

Connect with the most engaged retail investor community in the world and foster relationships with industry leaders and relevant buyer personas.

Previous speakers

Ray Dalio

American Investor

Keynote Speaker—2023

As retail investors become increasingly influential in financial markets, the need for accurate and accessible information has never been more important. Finimize not only educates but empowers the everyday investors with the tools they need to navigate the world of investing. It’s a privilege to contribute to such a transformative platform and to take part in such an important summit.

Cathie Wood

Founder and CEO of Ark Invest


Thanks for the chance to speak to your audience once again. I love the Finimize community. Platforms like Finimize provide a valuable platform for meaningful discussions on pressing financial topics for the retail investor community.

Tim Draper

Venture Capital Investor


Finimize puts on a terrific event. They engage the audience in the chat from the start and guide the discussion smoothly. Mark Cuban and I had a blast talking with the large and well versed group.

Sallie Krawcheck

Ellevest CEO


Max, I am such a fan of what you and the team have built at Finimize. So l was really thrilled when you reached out and happy to be part of this.

Previous attendees


Finimize Member

Thank you so much, I just want to say what a great and well organised event you have put together. This event alone was worth the money of the yearly subscription!


Finimize Member

Really appreciate these interviews and the work being done for retail investors, thank you! Will definitely join the one next year.


Finimize Member

Amazing session with @CathieDWood this morning. She consistently throws conviction begind her strategies and analysis. Disruption and innovation will continue to move us forward, to ignore the space is to stay stagnant. Thank you @Finimize for having her.

Watch the 2023 sessions

How To Win in 2024 with Ray Dalio

42 minutes

2024 Outlook: Navigating The Year Ahead

47 minutes

Making Investing Accessible To Beginners

30 minutes


Modern Investor Summit 2024

The world's largest conference dedicated to connecting the global retail investor community with the  smartest minds in investing.

Thank you to our 2023 sponsors