Tuesday 19th May 2026
november 8-9
Live and Virtual

Digital makers

Join us at Digital Makers, where digital creators unite to innovate, collaborate, and inspire new possibilities.

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About the SUMMIT

Opinions worth hearing

We've invited a few of the sharpest investing pros we know to share their candid thoughts about markets. Everyone’s setting aside their corporate scripts for the night, so you get their honest insights.

A crowd you’ll want to join

Around 200 retail investors from across New York. Different backgrounds, different portfolios, same goal: improving their portfolios. (And maybe having a little fun doing it.)

An evening worth the subway ride

Good food, good drinks, smart conversations. And a few Finimize prizes along the way. Further proof that finance events don’t have to feel like a stuffy campus lecture.

Be part of the biggest conversations in retail investment

The Modern Investor Summit is Finimize’s flagship event series, created for a new generation of retail investors who want clarity, confidence, and access to the ideas shaping global markets. It brings together world-class thinkers, founders, and financial leaders with an audience that is actively learning and investing, creating a space where insight meets action.

Connect in-person in New York for an evening with 200–250 of the city’s most engaged retail investors.
Join a select group of financial leaders shaping the conversation, and position your brand at the heart of insight, dialogue, and action.

2025 London Summit
2025 London Summit
2025 London Summit
2025 London Summit
2025 London Summit

Schedule

WELCOME
6:00pm

Drinks And Networking

Doors open. Grab yourself a drink, meet other investors, and settle in before the sessions begin.

SESSION 1
6:30PM

CEO Welcome

Finimize CEO Carl Hazeley takes the stage and sets the scene.

CARL HAZELEY
SESSION 2
6:45PM

What Could Go Wrong (Or Right)

The current bull market has survived tariff shocks, a prolonged government shutdown, and a hefty AI repricing. But it could still be pulled off course. This panel gets into the big risks and big opportunities right now: where money's moving, which sectors look ready to run, and the retail investing trends the major brokerages are watching. If you're trying to figure out how to position for the rest of 2026, start with this.

Caleb Silver
STEPH GUILD
Liz Thomas
SESSION 3
7:15pm

The State Of Bitcoin and Crypto

Let’s not sugarcoat it: bitcoin and crypto have seen some rough sledding lately. In this conversation, we’re cutting through the noise and breaking down what’s going on. It’s all the stuff that matters: where we are in the cycle, how miners are pivoting toward AI infrastructure, the regulatory picture, and what to expect next.

Matthew Sigel
Anthony Pompliano
SESSION 4
7:45pm

How Retail Investors Are Using AI

Machine learning used to be a Wall Street advantage. Not anymore. Retail investors are now using AI agents to run research, build trading strategies without writing code, and analyze earnings calls in seconds. This session brings together the folks building those tools and the fintech platforms that put it all at your fingertips. If you’re curious about where this is all heading – or how you can actually use this tech today – don’t miss this conversation.

Bilal Little
Peter Nolan
SESSION 5
8:15pm

After Party

The event’s over, but New York famously doesn’t sleep. So head back to the Expo Area to unwind and keep the conversations going.

9:30pm

Last Call

Tuesday 19th May

Speakers

World-class thinkers, founders, and financial leaders. The lineup:

Anthony Pompliano
CEO at Professional Capital Management
Matthew Sigel
Head of Digital Assets Research at VanEck
Caleb Silver
Chief Business Editor at Investopedia
Bilal Little
Director of Exchange Traded Funds at New York Stock Exchange
Liz Thomas
Head of Investment Strategy at SoFi
Peter Nolan
Head of Asset & Wealth Management at Anthropic
Stephanie Guild
Chief Investment Officer at Robinhood
Carl Hazeley
CEO at Finimize
Unannounced
Additional speakers to be revealed
PRevious Events
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Testimonials

"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 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."
Ray Dalio
Investor, 2023 Speaker
LIZ ANN SONDERS
Chief Investment Strategist, Charles Schwab, 2024 Speaker
"I thoroughly enjoy these Finimize Modern Investor Summits. I think that the questions at the outset that Stéphane asked cover so much ground, and I'm always impressed by the quality of the questions that come in from the viewers, so, yet again, job well done."
"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."
Tim Draper
Venture Capital Investor, 2023 Speaker

Pricing plans

Choose one of three available ticket tiers, all of which are available for purchase when you reach out.

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Basic Pass

Access to sessions, exhibits, and networking events throughout the conference.

$ 59
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Premium Pass

Includes all basic features plus priority seating and workshop access.

$ 89
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Special Pass

All premium benefits plus exclusive speaker meet-and-greet and VIP dinner.

$ 129
Sign up now

FAQ

What is the Modern Investor Summit?
It’s Finimize's flagship event series for people who take investing seriously. It brings together world-class thinkers, founders, and financial leaders with an audience that is actively learning and investing. It’s that rare space where insight meets action.
Where's the venue?
Lavan Midtown – at 641 West 42nd Street, New York. You can find the venue at lavannewyork.com/lavan-midtown.
What time do things start and end?
Doors swing open at 6:00pm with arrival drinks and networking. The evening wraps up around 9:30pm.
What's the format of the evening?
Four curated sessions on markets and investing, with plenty of time to meet other investors before and after.
Where exactly is Lavan Midtown?
It’s on West 42nd Street, between 11th and 12th Avenues, in Hell’s Kitchen. 641 W 42nd St, New York, NY 10036 – to be exact.
How do I get there?
The easiest way is to take the A, C, or E train to 42nd St–Port Authority Bus Terminal, then walk west along 42nd Street. You can also take any train to Times Square–42nd St (served by the A, C, E, N, Q, R, W, 1, 2, 3, and 7 lines) and pick up the M42 crosstown bus heading west toward 11th Avenue.
Is the venue accessible?
Yep. Lavan Midtown is fully ADA compliant. The event space is on the ground floor with step-free access directly from the street. If you’ve got specific accessibility requirements or questions, let us know. We’re at community@finimize.com.
Should I grab a bite before?
No need. We’ll have food and drinks for you. Just turn up and enjoy the evening.

Location

Lavan Midtown

641 W 42nd St

New York, NY 10036

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