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The Full 2025 Agenda

Agenda

Your Guide to the Event

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Day 1
Day 2
iN-PERSON
SESSION 1
2:00 PM – 2:30 PM GMT / 9:00 am - 9:30 am EST

Opening Keynote: How To Win In 2026

As we navigate the rapidly evolving financial landscape, the key to success lies in staying ahead of the curve. will explore the critical trends, strategies, and innovations that will shape the coming year.

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

AI & Big Tech 2.0: The Next Trends Shaping Tomorrow’s World

AI and Big Tech are evolving at an unprecedented pace, redefining industries and economies. This session explores the next wave of innovations set to shape the future—and how you can stay ahead.

Speaker
TBD
MODERATOR
TBD
Duration
30 min
theme
tech revolution
SESSION 3
3:30 PM – 4:00 PM  / 10:30 AM - 11:00 AM EST

2026 Investment Predictions & Trends

Gain expert insights into the key investment trends set to shape 2026. This session will explore emerging opportunities, risks, and strategies to stay ahead in a shifting market.

Speaker
Mike Arone, Chief Investment Strategist, State Street investment management
MODERATOR
TBD
Duration
30 min
Industry
future trends
SESSION 4
4:15 PM – 4:45 PM  / 11:15 AM - 11:45 AM EST

AI Stocks To Watch In 2026

From chatbots to trading bots, AI’s reshaping how money moves. This session breaks down how large language models are changing finance, from research and risk to stock picking.

Speaker
Beth Kindig, Lead Tech Ananlyst, I/O Fund
MODERATOR
TBD
Duration
30 min
theme
tech revolution
SESSION 5
5:00 PM – 05:30 PM  / 12:00 pm - 12:30 pM EST

How Legacy Life Insurance Is Failing Your Bitcoin 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
TBD
Duration
30 MIN
theme
beyond stocks
SESSION 6
5:45 PM – 6:15 PM  / 12:45 pm - 1:15 pM EST

Bridging Traditional And Digital Finance

Understand how blockchain technology is revolutionizing industries beyond cryptocurrency. Explore its applications in enhancing transparency, security, and efficiency.

Speaker
Duncan Moir, President, 21Shares
MODERATOR
TBD
Duration
30 min
theme
beyond stocks
SESSION 7
6:30 PM – 7:00 PM  / 1:30 pm - 2:00 pM EST

The Next Decade For Cryptocurrency

Cryptocurrency is entering a new era of innovation, regulation, and adoption. This session explores the key trends, challenges, and opportunities that will shape the next decade of digital assets.

Speaker
Sheila Warren, CEO, Project Liberty
MODERATOR
TBD
Duration
30 min
theme
beyond stocks
SESSION 8
7:15 PM – 7:45 PM   / 2:15 pm - 2:45 pM EST

2026 Market Outlook

From AI to automation, technology’s driving the next wave of market change. We’ll unpack how these shifts are transforming industries and creating fresh openings for investors.

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 / 7:15 am – 7:45 AM EST

Opening Keynote: Global Shifts And Smart Moves

As markets evolve, clarity matters more than ever. Explore the macro challenges shaping investment access and strategy and how everyday investors can position themselves for what’s next.

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  / 8:00 am – 8:30 AM EST

Private Equity & Credit: Unlocking High-Yield Opportunities

Private equity and credit markets offer unique opportunities for high-yield returns. This session explores the latest trends, strategies, and risks in navigating these lucrative investment spaces.

Speaker
Steve Tredget, Partner, Oakley Capital
MODERATOR
reda farran, cfa, head of content, finimize
Duration
30 min
theme
beyond stocks
SESSION 11
1:45 PM – 2:15 PM  / 8:45 am – 9:15 AM EST

Opportunities Beyond Equities

Explore investment opportunities beyond traditional equities. This session uncovers alternative assets, emerging markets, and innovative strategies to diversify and maximize returns.

Speaker
scott Hardy, CEO, Trimaxian
MODERATOR
TBD
Duration
30 min
Industry
beyond stocks
SESSION 12
2:30 PM – 3:00 PM / 9:30 am – 10:00 AM EST

Investing Differently: Designing The Next-Gen Portfolio

Exploring how AI, private market access, and lifestyle-driven assets are reshaping portfolios, and how to balance risk across traditional, alternative, and experiential investments with AI powered opportunities.

Speakers
TBD
MODERATOR
TBD
Duration
30 min
theme
investment mastery
SESSION 13
3:15 PM – 3:45 PM / 10:15 am – 10:45 AM EST

How To Build A Winning Portfolio

Building a successful portfolio requires balancing risk and reward. This session covers key strategies, asset allocation, and risk management techniques to help you create a portfolio that thrives in any market.

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

Closing Keynote: Building Economic Power For All

How government policymakers have historically shaped America’s economy and 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 KEYNOTE
6:30 PM – 6:40 PM GMT

Welcome

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

Speaker
CARL HAZELEY, CEO, FINIMIZE
Duration
10 min
SESSION 2
6:40 PM – 7:00 PM GMT

How To Prepare For Market Shifts In The New Year

Exclusive perspectives on navigating 2026’s changing investment landscape.

Speaker
Jordan Sinclair, President, Robinhood UK
MODERATOR
TBD
Duration
20 min
theme
investment mastery
SESSION 3
7:00 PM – 7:25 PM GMT

Building Your Investment Portfolio: Key Strategies For 2026

Expert guidance from industry voices on structuring resilient portfolios.

Speakers
TBD
MODERATOR
Stephen Clapham, Founder, Behind the Balance Sheet
Duration
25 min
theme
investment mastery
SESSION 4
7:25 PM – 7:50 PM GMT

The Risks And Rewards Of Digital Assets

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

Speakers
Duncan Moir, President, 21 Shares
MODERATOR
TBD
Duration
25 min
theme
beyond stocks
SESSION 5
7:50 PM – 8:15 PM GMT

Uncovering Hidden Market Opportunities

Hear from leaders as they reveal overlooked trends and actionable insights.

Speakers
TBD
MODERATOR
theodora lee joseph, cfa, analyst, finimize
Duration
25 min
theme
future trends
SESSION 6
8:15 PM – 9:30 PM GMT

After Party

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

Duration
1 HR 45 min
SESSION 7
9:30 PM

Last Orders

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

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FINIMIZE PARTNER 
EVENTS

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Agenda at a Glance

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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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