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The world’s leading event for retail investors.
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modern
investor
summit
2023
december 5-6, 2023
2
days
10
sessions
15k
atTendees
30+
industry experts
200m+
impressions
online + in-person
“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.”
“Max, I am such a fan of what you and the team have built at Finimize. So I was really thrilled when you reached out and happy to be part of this.”
“Finimize is the most engaged community we know of. It gives us unparalleled insights into our target audience. We’ve seen a real impact on our brand post summit. We love working with the Finimize team.”
sessions
the future
of investing
Dive deep into the macro outlook for the next year and beyond. Get an inside track with some of the world's biggest CEOs, investors and economists.
keep ahead
of the curve
Understand what AI means for the markets along with other trending topics to stay ahead of the curve. We'll cover new platforms and opportunities to invest outside the box.
navigating
the markets
Discover unique methods to navigate the volatility and ever-changing nature of today's markets with strategic workshops to level up your skills and knowledge.
Amazing session with @CathieDWood this morning. She consistently throws conviction behind her strategies & analyst, whether or not u agree w/her. Disruption/innovation will continue to move us forward, so to ignore the space is to stay stagnant. Ty @finimize for having her.
Really appreciate these interviews and the work being done for retail investors, thank you!!!!
I wish this session was hours lol. Amazing info and so well spoken!
Wei Li (BlackRock) wonderfully elaborated on the macroeconomic situation and the importance of shifting the risk allocation (e.g., stocks/bonds). Also, the subtle differentiation among types of funds Felicia (Tillit) proposed were insightful.
Thank you so much, I just want to say what a great and well organized event you have put together. This event alone was worth the money of the yearly subscription!
Thank you so much Stephen is a really good down break down of themes love his style of speaking .. no nonsense at all!
Amazing session with @CathieDWood this morning. She consistently throws conviction behind her strategies & analyst, whether or not u agree w/her. Disruption/innovation will continue to move us forward, so to ignore the space is to stay stagnant. Ty @finimize for having her.
Really appreciate these interviews and the work being done for retail investors, thank you!!!!
I wish this session was hours lol. Amazing info and so well spoken!
Wei Li (BlackRock) wonderfully elaborated on the macroeconomic situation and the importance of shifting the risk allocation (e.g., stocks/bonds). Also, the subtle differentiation among types of funds Felicia (Tillit) proposed were insightful.
Amazing session with @CathieDWood this morning. She consistently throws conviction behind her strategies & analyst, whether or not u agree w/her. Disruption/innovation will continue to move us forward, so to ignore the space is to stay stagnant. Ty @finimize for having her.
Really appreciate these interviews and the work being done for retail investors, thank you!!!!
I wish this session was hours lol. Amazing info and so well spoken!
Wei Li (BlackRock) wonderfully elaborated on the macroeconomic situation and the importance of shifting the risk allocation (e.g., stocks/bonds). Also, the subtle differentiation among types of funds Felicia (Tillit) proposed were insightful.
Thank you so much, I just want to say what a great and well organized event you have put together. This event alone was worth the money of the yearly subscription!
Thank you so much Stephen is a really good down break down of themes love his style of speaking .. no nonsense at all!
Amazing session with @CathieDWood this morning. She consistently throws conviction behind her strategies & analyst, whether or not u agree w/her. Disruption/innovation will continue to move us forward, so to ignore the space is to stay stagnant. Ty @finimize for having her.
Really appreciate these interviews and the work being done for retail investors, thank you!!!!
I wish this session was hours lol. Amazing info and so well spoken!
Wei Li (BlackRock) wonderfully elaborated on the macroeconomic situation and the importance of shifting the risk allocation (e.g., stocks/bonds). Also, the subtle differentiation among types of funds Felicia (Tillit) proposed were insightful.
WHY sponsor
Over two days, more than 15,000 investors join to learn from industry experts. Financial services can choose from a range of differentiated impact sponsorship packages to achieve their marketing and business goals.
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the event
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for the event