Past Speakers
2024
Mellody Hobson
Co-CEO and President, Ariel Investments, LLC
Gregory Davis
President and Chief Investment Officer, Vanguard
Dan Ariely
World-Leading Social Scientist And Best-Selling Author
Liz Ann Sonders
Chief Investment Strategist, Charles Schwab
Meredith Whitney
CEO, Meredith Whitney Advisory Group, LLC
Lawrence Calcano
Chairman & CEO, iCapital
Richard Flynn
Managing Director, Charles Schwab UK Ltd
Michael Sidgmore
Co-Founder & Partner, Broadhaven Ventures, and Founder, Alt Goes Mainstream
Kristina Hooper
Chief Global Market Strategist, Invesco
Stephanie Leung
Chief Investment Officer, StashAway
Richard Lum
Managing Partner & Co-Chief Investment Officer, Victory Hill Capital Partners
George Kailas
CEO, Prospero.ai
Chris Ragland
CIO, 4fi
Andrew Prosser
Head of Investments, InvestEngine
Edward Malcolm
Head of UK ETF Distribution, J.P. Morgan
Edward Egilinsky
Managing Director, Head of Sales and Distribution, Head of Alternative Investments at Direxion
Andrew McCormick
Head of eToro US, eToro
Anthony Crudele
Senior Vice President, NinjaTrader Live
Erik Norland
Chief Economist, CME Group
Ruairidh Hill
Executive Director, Investment Specialist at J.P Morgan Asset Management
Dr. Giugi Carminati
Lawyer & Scientist
Jacob Erichsen
Senior Sales Trader, Saxo Bank
Scott Hardy
Founder and President, Trimaxian
Dave Elkins
Investor and Advisor, Trimaxian
Bill Sarris
Co-Founder & CEO, Linqto
Gabriel Nussbaum
That Money Guy
Carl Hazeley
Carl Hazeley, VP Content & Chief Analyst, Finimize
Sree Kochugovindan
Senior Economist, abrdn
Russell Burns
Analyst, Finimize
Reda Farran
Global Markets Analyst, Finimize
Max Rothery
VP Community & Marketing, Finimize
Theodora Lee Joseph
Analyst, Finimize
Stephane Renevier
Global Markets Analyst, Finimize
Max Rofagha
CEO & Founder, Finimize
More 2024 speakers to be announced soon
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.
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.
2023
Ray Dalio
American Investor
Jamie Dimon
CEO, JPMorgan Chase
Liz Ann Sonders
Chief Investment Strategist, Charles Schwab
Karen Ward
Chief Market Strategist EMEA, JPMorgan Asset Management
Michelle Meyer
Chief Economist, US, Mastercard
Stephanie Leung
Chief Investment Officer, StashAway
Jay Jacobs
Head of Thematics & Active Equity ETFs, BlackRock
Chris Fidler
Head of Industry Codes and Standards, CFA Institute
Hardik Shah
Experienced ESG Specialist
Gargi Pal Chaudhuri
Head of iShares Investment Strategy Americas, BlackRock
Max Rofagha
CEO & Founder, Finimize
Yumika Brewster
COO, Finimize
Duncan Macinnes
Investment Director, Ruffer
Janet Mui
Head of Market Analysis, RBC Brewin Dolphin
Steven Tredget
Partner, Oakley Capital
Liza Landsman
CEO, Stash
Daniel Skowronski
Chief Revenue Officer, Admirals
Max Rothery
VP Community, Finimize
Lane Clark
Co-Founder, TPP
George Kailas
CEO, prospero.ai
Angeline Ong
Financial Analyst and Global Content Editor, IG Group
Wayne Thorp
Head of Research & Analysis Products, American Association of Individual Investors
Jacques Cailloux
Founder & CEO, InvestAlert.ai
Carl Hazeley
VP Content, Finimize
Jasdeep Hansra
Head of UK Wealth at DWS
2022
Max Rofagha
CEO & Founder, Finimize
Sallie Krawcheck
CEO, Ellevest
Cathie Wood
CEO of Ark Invest
Wei Li
Global Chief Investment Strategist, BlackRock
Yoni Assia
CEO, eToro
Anthony “Pomp” Pompliano
Investor & Entrepreneur
Anthony Raza
Head of Multi Asset Strategy, UOB Asset Management
Atul Tiwari
CEO of Cult Wines Americas
Beth Kindig
Technology Analyst, I-O Fund
Brian Byrnes
Head of Personal Finance, MoneyBox
Felicia Hjertman
CEO & Founder, TILLIT
Craig Salm
Chief Legal Officer, Grayscale Investments
Ezra Levine
Ezra Levine - CEO, Collectable
Esteban Ordano
Co-Founder, Decentraland
Karim Chedid
Head of Investment Strategy for iShares EMEA, BlackRock
Joe Prendergast
Global Strategic Advisor, Goodbody Wealth
Kristin Smith
Executive Director, Blockchain Association
Jeremy Schwartz
Global Chief Investment Officer, WisdomTree Asset Management
Leif Abraham
Co-CEO at Public.com
Kyla Scanlon
Founder, Bread
Ludovic Subran
Chief Economist, Allianz
Mario von Bergen
Spint Invest, Co-Founder and Head of Investment
Sheila Warren
CEO, Crypto Council For Innovation
Stephen Bird
CEO, abrdn
Sébastien Borget
Co-founder and Chief Operating Officer, The Sandbox
Susan Friedman
Head of Public Policy, Ripple
Victoria Scholar
Head of Investment, Interactive Investor
2021
Mark Cuban
Entrepreneur
Tim Draper
Investor
Michael Sonnenshein
CEO, Grayscale
Amber Baldet
Co-Founder, Clovyr
Ian Rogers
Chief Experience Officer, Ledger
Neda Whitney
SVP, Christie's
Pascal Gauthier
CEO, Ledger
Zeeshan Feroz
Former CEO, Coinbase UK
Camila Russo
CEO, The Defiant
Simon Taylor
Co-Founder and Blockchain Practice Lead at 11:FS
Beth Kindig
Technology Analyst
Jack Butcher
Founder, Visualize Value
Fabrice Dautriat
Head of Platform, Ledger
Aubrey Strobel
Head of Communications, Lolli
Jess Sloss
Seed Club
Modern Investor Summit 2025
The world's largest conference dedicated to connecting the global retail investor community with the smartest minds in investing.