We’re bringing together some of the investing world’s savviest thinkers to zoom out (and zoom in) on what’s moving markets, where the real opportunities are, and what you should be watching next.
Opinions worth hearing
We've lined up some of the sharpest investing minds for a real conversation about markets. No corporate scripts, no PR polish – just smart people saying what they actually think.
A room filled with people like you
You’ll be in good company: 400 retail investors from all across London, with different portfolios, different strategies, and one shared goal – getting better at this. (Ideally with a drink in hand.)
A night that beats another one on the sofa
Good food, good drinks, smarter conversations than you'll find on FinTwit. We’ll have a few Finimize prizes in the mix too: because finance events don't have to feel like a dry campus lecture.
Be part of the biggest conversations in retail investment
The Modern Investor Summit is Finimize’s flagship event series, created for a new generation of retail investors who want clarity, confidence, and access to the ideas shaping global markets. It brings together world-class thinkers, founders, and financial leaders with an audience that is actively learning and investing, creating a space where insight meets action.
Connect in-person in New York for an evening with 200–250 of the city’s most engaged retail investors.
Join a select group of financial leaders shaping the conversation, and position your brand at the heart of insight, dialogue, and action.
Agenda
Drinks and networking
Doors open. Grab a drink, meet other investors and exhibitors, and settle in before the sessions begin.
A word from the CEO
Finimize CEO Carl Hazeley takes the stage and sets the scene.
Opening session
More details coming soon.
The bull, the bear, and the unknown
The current bull market has shrugged off tariff shocks, rate uncertainty, and a hefty AI repricing — but it's not invincible. This panel gets into the big risks and bigger opportunities right now: where money's actually moving, which sectors look ready to run, and the retail investing trends worth watching closely. If you're trying to figure out how to position for the rest of 2026, start here.
Can I still become an ISA millionaire?
With ISA allowances currently frozen and markets more unpredictable than ever, is becoming an ISA millionaire still a realistic goal for everyday investors? This panel tackles the question head-on, exploring where experienced fund managers are finding growth opportunities and what it really takes to build meaningful long-term wealth now.
AI, the trade, and the tool
AI has redrawn tech valuations, sure, but it’s also changed how retail investors think about risk, research, and where the next opportunity might actually sit. This panel separates the genuine AI winners from the very expensive hype, looks at which sectors could benefit next, and gets into how everyday investors are using AI tools to make sharper decisions.
Expo and networking
Take the ideas from the sessions and head back to the expo area to unwind, meet the speakers, chat with other investors, and keep the conversations going.
Last call
One final drink, one final conversation – because there’s no point pretending you were going to leave earlier.
Event close
Tuesday 19th May
Speakers
World-class thinkers, founders, and financial leaders. The lineup:
Amanda Yeaman
Gabriel Sacks
André Silva
Jay Hatfield
Olga Miler
Frank Ducomble
Joe Pak
Jamie Perrett
Reda Farran
Linda Rodriguez McRobbie
Charlie Pullan
Russell Burns
Carl Hazeley
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Opinions worth hearing
We've invited a few of the sharpest investing pros we know to share their candid thoughts about markets. Everyone’s setting aside their corporate scripts for the night, so you get their honest insights.
A crowd you’ll want to join
Around 200 retail investors from across New York. Different backgrounds, different portfolios, same goal: improving their portfolios. (And maybe having a little fun doing it.)
An evening worth the subway ride
Good food, good drinks, smart conversations. And a few Finimize prizes along the way. Further proof that finance events don’t have to feel like a stuffy campus lecture.
Be part of the biggest conversations in retail investment
The Modern Investor Summit is Finimize’s flagship event series, created for a new generation of retail investors who want clarity, confidence, and access to the ideas shaping global markets. It brings together world-class thinkers, founders, and financial leaders with an audience that is actively learning and investing, creating a space where insight meets action.
Connect in-person in New York for an evening with 200–250 of the city’s most engaged retail investors.
Join a select group of financial leaders shaping the conversation, and position your brand at the heart of insight, dialogue, and action.
Schedule
Drinks And Networking
Doors open. Grab yourself a drink, meet other investors, and settle in before the sessions begin.
CEO Welcome
Finimize CEO Carl Hazeley takes the stage and sets the scene.
What Could Go Wrong (Or Right)
The current bull market has survived tariff shocks, a prolonged government shutdown, and a hefty AI repricing. But it could still be pulled off course. This panel gets into the big risks and big opportunities right now: where money's moving, which sectors look ready to run, and the retail investing trends the major brokerages are watching. If you're trying to figure out how to position for the rest of 2026, start with this.
The State Of Bitcoin and Crypto
Let’s not sugarcoat it: bitcoin and crypto have seen some rough sledding lately. In this conversation, we’re cutting through the noise and breaking down what’s going on. It’s all the stuff that matters: where we are in the cycle, how miners are pivoting toward AI infrastructure, the regulatory picture, and what to expect next.
How Retail Investors Are Using AI
Machine learning used to be a Wall Street advantage. Not anymore. Retail investors are now using AI agents to run research, build trading strategies without writing code, and analyze earnings calls in seconds. This session brings together the folks building those tools and the fintech platforms that put it all at your fingertips. If you’re curious about where this is all heading – or how you can actually use this tech today – don’t miss this conversation.
After Party
The event’s over, but New York famously doesn’t sleep. So head back to the Expo Area to unwind and keep the conversations going.
Last Call
Tuesday 19th May
Brought to you with the best minds in the market
VanEck is a global investment firm with over $200 billion under management, offering ETFs, private funds, and more. VanEck has helped investors access transformative opportunities for generations – backing international markets after World War II, moving into gold before the US abandoned the gold standard, adopting ETFs early, and now leading in crypto.
With over 70 years of investment expertise, VanEck understands markets – and investors.
This content is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities. Views expressed by speakers are their own and may not reflect the views of VanEck or its other employees.
Testimonials
FAQ
MIS LONDON 2024
We brought together hundreds of the UK's most engaged retail investors for an evening of sharp insight, big ideas, and genuine connection – covering the themes shaping global markets.
MIS LONDON 2025
Bigger. Better. Building on the success of 2024, we returned to London with more speakers, more investors, and more of the conversations that matter – cementing the Modern Investor Summit as the must-attend event for a new generation of investors.
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FAQ
