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The Full 2025 Agenda

Agenda

Your Guide to the Event

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december 2nd, online
december 3rd, online
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SESSION 1
2:00 PM – 2:30 PM UK Time / 9:00 am - 9:30 am ET

Opening Keynote: How To Win In 2026

Cathie Wood – the expert in disruptive tech – tells you where to find the next big thing(s).

Speaker
Cathie wood, Ceo, ark investment management
MODERATOR
CARL HAZELEY, CEO, Finimize
Duration
30 min
theme
investment mastery
Session 2
2:45 PM – 3:15 PM uk time / 9:45 AM - 10:15 AM ET

Where To Invest Now, With Blackstone

Jon Gray – Blackstone's president and COO – explains how the firm sees through hype and panic to accurately assess key market trends, from AI and infrastructure to private credit and culture-driven leadership.

Speaker
Jon Gray, COO & President, Blackstone
MODERATOR
CARL HAZELEY, CEO, Finimize
Duration
30 min
theme
tech revolution
SESSION 3
3:30 PM – 4:00 PM uk time  / 10:30 AM - 11:00 AM ET

2026 Investment Predictions And Trends

Smart money has already scoped out where the biggest risks and rewards are likely to land next year – and adjusted their portfolios accordingly. Join State Street Investment Management and find out how to do the same.

Speaker
Mike Arone, Chief Investment Strategist, State Street investment management
MODERATOR
Theodora Lee Joseph, Analyst at Finimize
Duration
30 min
Industry
future trends
SESSION 4
4:15 PM – 4:45 PM uk time / 11:15 AM - 11:45 AM ET

The Art Of Investing Goes Live

From stocks and ETFs to bonds and commodities, The Art of Investing cuts through the noise with 100 years of market know-how. Hosted by Rich McDonald with Mark Holden and Chris Fellingham — no jargon, no theory, just clear, actionable insight on building and managing a portfolio that lasts.

Speaker
Rich McDonald
Mark Holden
Chris Fellingham
Duration
30 min
theme
Investment Mastery
SESSION 5
5:00 PM – 5:30 PM UK TIME / 12:00 pm - 12:30 pM ET

Modern Protection For Crypto Investments

Old-school insurance wasn’t built for digital wealth. This session unpacks why traditional policies fall short for crypto investors, and what smarter protection could look like.

Speaker
Zac Townsend, CEO, Meanwhile
MODERATOR
Chris Ahn, Partner, Haun Ventures
Duration
30 MIN
theme
beyond stocks
SESSION 6
5:45 PM – 6:15 PM UK Time / 12:45 pm - 1:15 pM ET

The New Era of Investor Access Through Crypto Exchange-Traded Funds And Exchange-Traded Products

21shares explores how crypto Crypto Exchange-Traded Funds & Exchange-Traded Products are reshaping global investor access—and how everyday investors can apply institutional strategies in this new digital asset era.

Speaker
Duncan Moir, President, 21Shares
MODERATOR
stephane Renevier, Global Analyst, Finimize
Duration
30 min
theme
beyond stocks
SESSION 7
6:30 PM – 7:00 PM UK Time  / 1:30 pm - 2:00 pM ET

The Next Decade For Cryptocurrency

Crypto’s entering a new era – more innovation, more regulation, and a lot more adoption. Find out how stricter rules could benefit crypto's use case, and discover strategies and tips for the decade ahead.

Speaker
Sheila Warren, CEO, Project Liberty Institute
Jean-Marie Mognetti, Co-Founder & Chief Executive Officer, Coinshares
MODERATOR
Russell Burns, Analyst at Finimize
Duration
30 min
theme
beyond stocks
SESSION 8
7:15 PM – 7:45 PM UK Time  / 2:15 pm - 2:45 pM ET

2026 Market Outlook

Join C-suite executives from UBS, JPMorgan AM, and VanEck to hear their most transformative investing ideas for the year ahead.

Speakers
Solita Marcelli, Global Head of Investment Management, UBS Global Wealth Management
David Kelly, Chief Global Strategist, JP Morgan Asset Management
Jan van Eck, CEO, VanEck
MODERATOR
reda farran, cfa, head of content, finimize
Duration
30 min
theme
future trends
SESSION 9
12:15 PM – 12:45 PM UK TIme / 7:15 am – 7:45 AM ET

Opening Keynote With BlackRock's Wei Li

Wei Li, BlackRock's global chief investment strategist, shares the opportunities and challenges on the investment firm's radar – and explains how everyday investors can tailor an institutional approach for their portfolios.

Speaker
Wei Li, Global Chief Investment Strategist, BlackRock
MODERATOR
carl hazeley, ceo, finimize
Duration
30 min
theme
future trends
SESSION 10
1:00 PM – 1:30 PM UK Time / 8:00 am – 8:30 AM ET

Accessing the best private companies, publicly

Stock markets are shrinking as more businesses remain private for longer. This session explores how listed private equity gives you an accessible way to invest in some of the hottest businesses in the most dynamic sectors.

Speaker
Steven Tredget, Partner, Oakley Capital
MODERATOR
Reda Farran, Head of Content, Finimize
Duration
30 min
theme
beyond stocks
SESSION 11
1:45 PM – 2:15 PM uk time  / 8:45 am – 9:15 AM ET

Opportunities Beyond Equities

If you're heavy on stocks, find out how alternative assets, emerging markets, and innovative strategies could diversify and maximize your returns.

Speaker
scott Hardy, CEO, Trimaxian
MODERATOR
Theodora Lee Joseph, Analyst, Finimize
Duration
30 min
Industry
beyond stocks
SESSION 12
2:30 PM – 3:00 PM UK Time / 9:30 am – 10:00 AM ET

Designing Your Next-Generation Portfolio

See how AI, private markets, and next-gen assets could sharpen your portfolio. Plus, find out how AI tools could help you balance risk across traditional, alternative, and experiential investments.

Speakers
TBD
MODERATOR
Russell Burns, Analyst, Finimize
Duration
30 min
theme
investment mastery
SESSION 13
3:15 PM – 3:45 PM UK Time / 10:15 am – 10:45 AM ET

How To Build A Portfolio That Survives Volatility

Markets wobble. Smart investors don't. Discover the key strategies, asset allocation, and risk management techniques you need to create a portfolio that thrives in any market.

Speaker
Sébastien Page, Global Multi-Asset and Chief investment officer, T. Rowe Price
Michael Howell, Managing Director, CrossBorder Capital
MODERATOR
StÉphane Renevier, global markets analyst, finimize
Duration
30 MIN
theme
investment mastery
Session 14
4:00 PM – 04:30 PM uk time / 11:00 am – 11:30 AM ET

Closing Keynote With Facebook Cofounder Chris Hughes

Chris Hughes shares how government policymakers have historically shaped America’s economy, explaining how rediscovering this "marketcraft" can guide future innovation and stability.

Speaker
Chris Hughes, Economist, Author, co-founder of Facebook
MODERATOR
carl hazeley, ceo, finimize
Duration
30 min
theme
future trends
WELCOME
6:00 PM

Arrival & Drinks & Networking

OPENING Remarks
6:30 PM – 6:40 PM uk time

Welcome

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

Speaker
CARL HAZELEY, CEO, FINIMIZE
Duration
10 min
Fireside chat
6:40 PM – 7:00 PM uk time

How To Be A Resilient Retail Investor, With Robinhood

Join the experts in modern investing to get exclusive perspectives on 2026’s investment landscape.

Speaker
Jordan Sinclair, President, Robinhood UK
MODERATOR
Carl Hazeley, CEO, Finimize
Duration
20 min
theme
investment mastery
panel
7:00 PM – 7:25 PM UK TIme

Expert Investment Strategies Built For 2026

Find out how a panel of pros are building portfolios fit to withstand current (and predicted) market challenges.

Speakers
TBD
MODERATOR
Stephen Clapham, Founder, Behind the Balance Sheet
Duration
25 min
theme
investment mastery
headline sponsor
7:25 PM – 7:50 PM uk time

Inside the UK’s Crypto Shift: How Exchange Traded Notes Are Changing the Game

A deep dive into trends and strategies from one of the sector’s leading innovators.

Speakers
Duncan Moir, President, 21 Shares
Duration
25 min
theme
beyond stocks
panel
7:50 PM – 8:15 PM uk time

Uncovering Hidden Market Opportunities

Market leaders reveal compelling yet overlooked investing trends, along with actionable insights so you can capture the potential before the rest of the world.

Speakers
Dave Elkins, Head of Product, Trimaxian
Ray Dillet, Head of Financial Institutions - Europe, Bitwise
Alina Gregory, Investment Director, Cazenove Capital
MODERATOR
theodora lee joseph, cfa, analyst, finimize
Duration
25 min
theme
future trends
networking
8:15 PM – 9:30 PM uk time

After Party

Unwind, connect, and expand your network in the Expo Area.

Duration
1 HR 15 min
FAQ

Questions Answered

Get clear answers to common queries and find the info you need for a smooth, enjoyable experience.

What are the event’s main highlights?

Our event includes keynote speeches from top industry leaders, interactive workshops, engaging panel discussions, and live tech demos. Additionally, there will be extensive networking opportunities to connect with other professionals.

Is there a dress code for the event?

The dress code is business casual. We suggest wearing comfortable yet professional attire to ensure you can participate fully in all activities while looking polished.

Will there be on-site registration?

Yes, on-site registration will be available for those who haven’t purchased tickets in advance. However, we recommend buying your tickets online ahead of time to avoid long lines.

What is the cancellation policy?

Tickets are non-refundable but can be transferred to another person if you are unable to attend. For specific details on ticket transfers or cancellations, please contact our support team.

Are there accommodations nearby?

Yes, there are several hotels and accommodations near the Paris Expo Porte de Versailles. We recommend booking early to secure the best rates and proximity to the venue.

Are there opportunities for volunteering?

Yes, we welcome volunteers to help with various aspects of the event. If you're interested, please contact our support team.

Resources

Past Events and Key Resources

MIS'24

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MIS'23

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MIS'22

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FINIMIZE PARTNER 
EVENTS

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Modern Investor Summit 2025

The Modern Investor Summit is a premier event bringing together industry leaders, financial experts, and forward-thinking investors to explore the latest trends in investing, technology, and wealth-building strategies.

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