MIS24

Schedule

Time
Session
14:00-14:30 GMT
Session 1 - Headline KEyNote 1
Keynote

How Investors Can Thrive In 2025

with Mellody Hobson, Co-CEO of Ariel Investments
Current and former board member of Dreamworks, Starbucks, Estee Lauder, JP Morgan Chase
14:45-15:15 GMT
Session 2 - Panel
Outlook

How To Adapt Your Portfolio For The Year Ahead

with Anthony Crudele, Ninja Trading
Erik Norland, CME Group
Jacob Erichsen, Saxo Bank
15:30-16:00 GMT
Session 3 - Panel
Outlook

2025 Outlook: What’s Next for Investors?

with Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Richard Flynn, Managing Director, Charles Schwab
UK Ltd
16:15-16:45 GMT
Session 4 - Fireside chat

Data-Driven Success: Navigating Today’s Markets with Clarity

with Meredith Whitney, CEO, Meredith Whitney Advisory Group, LLC
17:00-17:30 GMT
Session 5 - Panel
Alternatives

Alternative Assets: Identifying Opportunities in Healthcare, Sustainable Energy & Collectables

Richard Lum, Managing Partner & Co-Chief Investment Officer, Victory Hill Capital Partners
Chris Ragland, CIO, 4fi
Rob Petrozzo, Co-Founder, Chief Product Officer, Rally Rd
17:45-18:15 GMT
Session 6 - FIRESIDE chat
Artificial intelligence

Investing in AI: Opportunities in Pre-IPO and Private Markets

with Bill Sarris, Linqto, Co-Founder & Chief Executive Officer
18:30-19:00 GMT
Session 7 - Panel
ALTERNATIVES

Investing In Lawsuits: An Untapped Market for Individual Investors

with Scott Hardy, CEO, Trimaxian
Dr Giugi Carminati, Lawyer & Scientist
19:15-20:00 GMT
Session 8 - Panel
Artificial intelligence

AI’s Impact on Investment Platforms: A New Era for Retail Investors

with George Kailas, CEO at Prospero.Ai
Andrew McCormick, Head of eToro US
20:15-20:45 GMT
Session 9 - Workshop
Masterclass

Beyond The Santa Claus Rally: How to Navigate High-Risk Trading in 2025

with Edward Egilinsky, Managing Director, Head of Sales and Distribution & Alternatives, Direxion
Time
Session
12:15-12:45 GMT
Session 10 - Panel
Alternatives

Mastering ETFs To Capitalise On 2025’s Biggest Themes

with Edward Malcolm, Executive Director, Head of UK ETF Distribution, J.P. Morgan Asset Management Andrew Prosser, Head of Investments, InvestEngine
13:00-13:30 GMT
Session 11 - Fireside chat
Masterclass

How To Build An Investment Plan With $10,000

with Stephanie Leung, Chief Investment Officer, StashAway
13:45-14:15 GMT
Session 12 - Panel
Outlook

Macro Opportunities & Trends Shaping The Next Decade

with Kristina Hooper, Chief Global Market Strategist, Invesco
14:30-15:00 GMT
Session 13 - Workshop
Masterclass

The Human Side of Investing

with Dan Ariely, World-Leading Social Scientist And Best-Selling Author
15:15-15:45 GMT
Session 14 - FIRESIDE CHAT
ALTERNATIVES

Alt Goes Mainstream: The Retail Investor’s New Frontier

with Lawrence Calcano, iCapital Chairman and CEO
16:00-16:30 GMT
Session 15 - Keynote
Outlook

Key Insights From Vanguard's President

with Greg Davis, Vanguard CIO and President
Time
Session
18:00-18:45 GMT
Location - Central London

Doors Open & Networking

18:45-19:00 GMT
Session 1 - KEYNOTE

Opening Remarks: The 2025 Retail Investor Landscape

19:00-19:20 GMT
Session 2 - Panel

New Year, New Market: Navigating 2025’s Volatility

with Erik Norland, Chief Economist, CME Group
Dan Squires, Chief Commercial Officer, Saxo Markets UK
19:25-19:45 GMT
Session 3 - Panel

How To Generate Income In 2025 With Active ETFs

with Ruairidh Hill, Executive Director, Investment Specialist within the J.P. Morgan Asset Management International Equity Group
Andrew Prosser, Head of Investments, InvestEngine
19:50-20:10 GMT
Session 4 - panel

Spotting The Next Big Thing

with George Kailas, CEO, Prospero.ai
Dave Elkins, Investor and Advisor, Trimaxian
20:10-22:00 GMT
Location - Central London

Afterparty

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London
Online

Modern Investor Summit 2024

The world's largest conference dedicated to connecting the global retail investor community with the  smartest minds in investing.