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.”

tim draper

Venture Capital Investor

“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.”

sallie krawcheck

Ellevest CEO

“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.”

Aurelie Morel

Head of Brand Amplification at Ledger

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.

Julie

2022 Attendee

Really appreciate these interviews and the work being done for retail investors, thank you!!!!

Charles

2022 Attendee

I wish this session was hours lol. Amazing info and so well spoken!

Steve

2022 Attendee

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.

2022 Attendee

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!

Omar

2022 Attendee

Thank you so much Stephen is a really good down break down of themes love his style of speaking .. no nonsense at all!

2022 Attendee

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.

Julie

2022 Attendee

Really appreciate these interviews and the work being done for retail investors, thank you!!!!

Charles

2022 Attendee

I wish this session was hours lol. Amazing info and so well spoken!

Steve

2022 Attendee

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.

2022 Attendee

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.

Julie

2022 Attendee

Really appreciate these interviews and the work being done for retail investors, thank you!!!!

Charles

2022 Attendee

I wish this session was hours lol. Amazing info and so well spoken!

Steve

2022 Attendee

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.

2022 Attendee

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!

Omar

2022 Attendee

Thank you so much Stephen is a really good down break down of themes love his style of speaking .. no nonsense at all!

2022 Attendee

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.

Julie

2022 Attendee

Really appreciate these interviews and the work being done for retail investors, thank you!!!!

Charles

2022 Attendee

I wish this session was hours lol. Amazing info and so well spoken!

Steve

2022 Attendee

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.

2022 Attendee

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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