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Partner With Us
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Connect with like-minds
Find your community and build a network of people to support your investing journey.
Get the edge with investing
Learn cutting-edge strategies and insights from the world's leading experts.
Meet industry pioneers
Engage directly with the biggest names from the investing world.
Overview
The Finimize Modern Investor Summit connects the smartest minds in investing with our global community of individual investors. Business leaders, economists, analysts and start-ups share their view on the future of our economy, analysis on investing opportunities and education on how to become better investors.
Explore the agenda
The Outlook
At the Outlook Stage, gain insights into the macroeconomic factors shaping 2024 and forecast the pivotal trends of 2025. Connect with leading voices for a comprehensive view on the future of investing.
Artificial Intelligence
Get a deep understanding of how AI drove the S&P 500's gains in the past year. Learn about the size of the opportunity in the future and join top AI entrepreneurs, investors, and analysts to build your own strategy on leveraging this megatrend.
Alternatives
High interest rates, higher inflation and lower GDP growth are calling the traditional 60/40 into question. Technology continues to remove the barriers to adoption from private investors. Learn how to supercharge your own portfolio from the smartest minds in alternative investing, with assets from crypto to private equity.
Masterclass
Level up your investing game with dedicated workshops with mastermind investors. Catering to all levels you will leave with practical tips and tools to implement in your day to day investing strategy. Have your questions answered directly by
Get involved
Join us at the 2024 Summit
The world’s largest conference dedicated to connecting the global retail investor community with the smartest minds in investing.
Interested in partnering with us?
Connect with the most engaged retail investor community in the world and foster relationships with industry leaders and relevant buyer personas.
Previous speakers
Ray Dalio
American Investor
Keynote Speaker—2023
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.
Cathie Wood
Founder and CEO of Ark Invest
Speaker—2022
Thanks for the chance to speak to your audience once again. I love the Finimize community. Platforms like Finimize provide a valuable platform for meaningful discussions on pressing financial topics for the retail investor community.
Tim Draper
Venture Capital Investor
Speaker—2023
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.
Sallie Krawcheck
Ellevest CEO
Speaker—2022
Max, I am such a fan of what you and the team have built at Finimize. So l was really thrilled when you reached out and happy to be part of this.
Previous attendees
Omar
Finimize Member
Thank you so much, I just want to say what a great and well organised event you have put together. This event alone was worth the money of the yearly subscription!
Charles
Finimize Member
Really appreciate these interviews and the work being done for retail investors, thank you! Will definitely join the one next year.
Julie
Finimize Member
Amazing session with @CathieDWood this morning. She consistently throws conviction begind her strategies and analysis. Disruption and innovation will continue to move us forward, to ignore the space is to stay stagnant. Thank you @Finimize for having her.
Watch the 2023 sessions
How To Win in 2024 with Ray Dalio
42 minutes
2024 Outlook: Navigating The Year Ahead
47 minutes
Making Investing Accessible To Beginners
30 minutes
Modern Investor Summit 2024
The world's largest conference dedicated to connecting the global retail investor community with the smartest minds in investing.
Thank you to our 2023 sponsors
