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Midway through Day 2, and the 2025 summit is 🔥 The Modern Investor Summit has been packed with big ideas, fresh perspectives, and actionable insights. Here’s what’s stood out so far: 💡 Stephanie Leung, Chief Investment Officer at StashAway From $10,000 to $100,000—Stephanie shared her no-nonsense strategies for balancing risk and reward. Think ETFs, digital platforms, and maximizing returns across any portfolio size. 🔮 Kristina Hooper, Chief Market Strategist at Invesco Ltd. Kristina unpacked the trends shaping the next decade of investing. The future? It’s coming fast, and her insights were pure gold. 🧠 Dan Ariely, Behavioral Economist & Best-Selling Author Dan got personal—diving into the human side of investing. From biases to the Human Capital Factor (HCF), he showed us how understanding behavior can uncover hidden opportunities. And we’re not done yet! The second half of the day is stacked with more unmissable sessions. Stay tuned for even more game-changing insights. Tune in now for a discussion on alts going mainstream with iCapital CEO Lawrence Calcano and Michael Sidgmore – later you get to hear from Vanguard CIO & President Gregory Davis! LIVE NOW: https://lnkd.in/eMteMcEy

🔦 Shining the spotlight on tomorrow's session: Join Gabriel Nussbaum (you know him as That Money Guy) as he chats with two of the sharpest minds in ETFs: - Edward Malcolm, Head of UK ETF Distribution at J.P. Morgan - Andrew Prosser, CFA, Head of Investments at InvestEngine Here’s what’s on the agenda: What’s shaping the ETF market in 2025 Spotting active ETFs that shine (without the risk) Mastering short-term opportunities with confidence Balancing thematic ETFs with broader market exposure ETFs have changed how retail investors engage with the market —don’t miss this chance to learn from the best. Set your work calendar to 'Busy' and tune in on the link: https://lnkd.in/eMteMcEy See you there 🙌 P.S. stick around and you'll get to hear from the legendary Dan Ariely on behavioural investing and a closing keynote from the President of Vanguard, Gregory Davis.

🚨 Meredith Whitney is live with Finimize Analyst Reda Farran, CFA! Dubbed the 'Oracle of Wall Street' for calling the 2008 financial crisis, Meredith is sharing her market wisdom with the Finimize Community right now. Oh, and she just starred in Masterclass's 'Mastering the Markets' alongside Ray Dalio. But today, she's taking centre stage at the Modern Investor Summit to educate the masses on leveraging data to make smarter decisions. 🔥 Highlights from the chat: - Spotting signals when predicting markets - Using data to make confident calls - The bold story behind her 2008 forecast - Mixing the qualitative with the quantitative This convo was packed with value. And guess what? Up next we're going deep on alternative investments for retail investors! Tune in: https://lnkd.in/eMteMcEy

Finimize CEO Maximilian Rofagha kicks off the summit with this year's keynote Mellody Hobson. Mellody Hobson is the President and co-CEO of Ariel Investments, director of JPMorgan Chase, the lead independent director of Starbucks, a former chair of DreamWorks, and has held a board seat at Estée Lauder. Follow the link below to hear Max & Mellody discuss: – The pitfalls of trying to time the market – Where to find opportunities in small caps – Why markets have been nervous in 2024 – Are India stocks expensive? Are Chinese stocks cheap? Watch live: https://lnkd.in/eMteMcEy

The Finimize Modern Investor Summit kicks off today 🚀 Here's today's agenda - you won't want to miss it: - 14:00 GMT: How Investors Can Thrive in 2025 Keynote by Mellody Hobson, Co-CEO of Ariel Investments - 14:45 GMT: How to Adapt Your Portfolio for the Year Ahead Panel with Anthony Crudele NinjaTrader, Erik Norland CME Group, and Jacob Erichsen Saxo Bank. 15:30 GMT: 2025 Outlook: What’s Next for Investors? Panel featuring Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Richard Flynn, Managing Director at Charles Schwab UK Ltd. 16:15 GMT: Data-Driven Success: Navigating Today’s Markets with Clarity. Fireside chat with Meredith Whitney, CEO of Meredith Whitney Advisory Group, LLC. 17:00 GMT: Alternative Assets: Opportunities in Healthcare, Sustainable Energy & Collectibles. Panel with Richard Lum (Victory Hill Capital Partners LLP), Chris Ragland (4Fi), and Rob Petrozzo (Rally). 17:45 GMT: Investing in AI: Opportunities in Pre-IPO and Private Markets Fireside chat with Bill Sarris, Co-Founder & CEO of Linqto. 18:30 GMT: Investing in Lawsuits: An Untapped Market for Individual Investors Panel featuring Scott Hardy Trimaxian and Dr. Giugi Carminati. 19:15 GMT: AI’s Impact on Investment Platforms: A New Era for Retail Investors Panel with George Kailas (Prospero .ai) and Andrew McCormick (eToro US). 20:15 GMT: Beyond The Santa Claus Rally: Navigating High-Risk Trading in 2025. Workshop led by Edward Egilinsky, Managing Director at Direxion. Get your free ticket in the comments 👇

🚨 The biggest retail investor event of the year is almost here – and it’s not too late to join us! At the #ModernInvestorSummit this year we've got 15 virtual sessions lined up over two days (December 3rd and 4th), featuring some of the most influential voices in finance. 🎤 Kicking off tomorrow at 2pm GMT/9am ET, our opening session will feature Mellody Hobson – President and co-CEO of Ariel Investments, director of JPMorgan Chase, the lead independent director of Starbucks, a former chair of DreamWorks, and has held a board seat at Estée Lauder  – alongside Finimize founder Maximilian Rofagha. ✅ RSVP for FREE and get access to the full summit line-up and agenda. Can’t wait to see you there 👉 https://lnkd.in/e6CtFfRM

Every year, we put together the Modern Investor Summit, and every year, it gets a little bigger and a little better. So join us on December 3rd and 4th to hear from some of the market’s most important names. We’ve got over 30 speakers with the insights you need to make you a savvier investor. Don’t miss your chance to hear directly from top-of-the-industry pros – including Mellody Hobson, Gregory Davis, Dan Ariely, and Meredith Whitney. Plus, so many more. Register for free global virtual access today 👉 https://lnkd.in/dcByupte 🎁 Attend four or more live virtual sessions and be in with a chance to win one of ten exclusive summit swag bags!

We're going to announce one of the biggest content innovations at Finimize soon... 👀💸

📣 Gregory Davis, President and CIO at Vanguard, is set to take centre stage at the Modern Investor Summit! In today's economic landscape, you have the opportunity to learn directly from the most influential investors in the world. Davis will offer insights investors should keep in mind for 2025 and beyond. Grab your free ticket to join us virtually on December 3rd and 4th 👉 https://lnkd.in/dN73Pbjb

The Modern Investor Summit 2024 virtual agenda is LIVE! 🚀 Join us for an action-packed 2-day event, featuring 15 virtual sessions across workshops, panels, and fireside chats, bringing together the biggest names in finance to dive into the future of investing. Featured Sessions: 💪 How Investors Can Thrive In 2025 with Mellody Hobson 💭 Key Insights From Vanguard's President Gregory Davis 📈 Data-Driven Success: Navigating Today’s Markets With Clarity with Meredith Whitney 🧬 The Human Side of Investing with Dan Ariely Secure your free ticket, explore the agenda, and join us! https://lnkd.in/dt9z-XGM