Tuesday 19th May 2026
november 8-9
Live and Virtual

Digital makers

Join us at Digital Makers, where digital creators unite to innovate, collaborate, and inspire new possibilities.

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About the SUMMIT

Quality over quantity

We've handpicked some of the sharpest minds in investing to share what they really think. And they've put their corporate scripts aside for the evening, so you can get their honest insights instead.

The right room

New York's most engaged retail investors, all in one place. A carefully selected mix of backgrounds and experience levels, united by one goal: to level up their investing game. Every person in this room means it.

An experience worth the evening

Great food, flowing drinks, live entertainment, and prizes worth winning — all included in your ticket. This is what a finance event feels like when it's actually designed to be enjoyed.

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.

2025 London Summit
2025 London Summit
2025 London Summit
2025 London Summit
2025 London Summit

Schedule

WELCOME
18:00pm

Arrival, Drinks & Networking

Come in, relax, and grab yourself a drink. This is your chance to connect with 300 of New York's most engaged retail investors before the sessions begin.

SESSION 1
18:30PM

CEO Welcome

Carl Hazeley sets the stage for an evening of insights and opportunity.

CARL HAZELEY
SESSION 2
18:45PM

Opening Panel: Macro Trends

A  look at the state of global markets — covering macro trends, geopolitics, and the big forces shaping the investment landscape right now.

TBA
SESSION 3
19:15pm

Spotlight Keynote Session, with VanEck

An in-depth keynote from our partners at VanEck, diving into the defining investment themes of 2026.

TBA
SESSION 4
19:45pm

Closing Panel: AI In Investing

Our final session tackles the intersection of AI and investing — exploring how artificial intelligence is reshaping markets, portfolios, and the future of retail investment

TBA
SESSION 5
20:15pm

After Party

The formal programme ends, but the night is just beginning. Head back to the Expo Area to unwind, swap ideas, and keep the conversations going.

TBA
21:30pm

Last Orders

Tuesday 19th May

Speakers

World-class thinkers, founders, and financial leaders shaping the conversation on markets, AI, and the future of investing.

Anthony Pompliano
CEO at Professional Capital Management
Matthew Sigel
Head of Digital Assets Research at VanEck
Caleb Silver
Chief Business Editor at Investopedia
Carl Hazeley
CEO at Finimize
PRevious Events
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Testimonials

"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."
Ray Dalio
Investor, 2023 Speaker
LIZ ANN SONDERS
Chief Investment Strategist, Charles Schwab, 2024 Speaker
"I thoroughly enjoy these Finimize Modern Investor Summits. I think that the questions at the outset that Stephane asked cover so much ground and I’m always impressed by the quality of the questions that come in from the viewers so, yet again, job well done."
"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, 2023 Speaker

Pricing plans

Choose one of three available ticket tiers, all of which are available for purchase when you reach out.

makers conf 2024

Basic Pass

Access to sessions, exhibits, and networking events throughout the conference.

$ 59
Sign up now
makers conf 2024

Premium Pass

Includes all basic features plus priority seating and workshop access.

$ 89
Sign up now
makers conf 2024

Special Pass

All premium benefits plus exclusive speaker meet-and-greet and VIP dinner.

$ 129
Sign up now

FAQ

What is the Modern Investor Summit?
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 — a space where insight meets action.
Where is the venue?
The event takes place on Tuesday 19th May 2026 at Lavan Midtown, New York. You can find the venue at lavannewyork.com/lavan-midtown.
What time does the event start and end?
Doors open at 6:00pm with arrival drinks and networking. The evening wraps up at 9:30pm.
What's the format of the evening?
The evening features four curated sessions — including an opening panel on macro trends, a sponsor keynote, and a closing panel on AI in investing — bookended by a networking expo at arrival and an after party from 8:15pm. It's designed to balance high-quality content with genuine connection time.
Where exactly is Lavan Midtown?
The event is held at Lavan Midtown, New York. Full address: 641 W 42nd St, New York, NY 10036, United States
What's the nearest subway/transport?
The easiest route is the A, C, or E train to 42nd St–Port Authority Bus Terminal, then walk west along 42nd Street. You can also take any train to Times Square–42nd St (served by the A, C, E, N, Q, R, W, 1, 2, 3, and 7 lines) and pick up the M42 crosstown bus heading west toward 11th Avenue.
Is the venue accessible?
Yes — Lavan Midtown is fully ADA accessible. The event space is located on the ground floor with step-free access directly from the street, making it accessible for all guests. If you have specific accessibility requirements or questions, please contact us at community@finimize.com.
Should I eat before the event?
No need — food and drinks are both included on the night. Just turn up and enjoy the evening.

Location

The Modern Investor Summit: New York takes place at the iconic Lavan Midtown — a sleek, high-tech Manhattan venue where big ideas feel at home.

Book your spot now