Modern Investor Summit 2023 — December 5-6, 2023

Modern Investor Summit by Finimize is a two-day hybrid event – online on Day One and in-person in London on Day Two – designed to set you up for investing success in 2023 and beyond.

Summit sessions from industry titans will cover everything from navigating the markets to how you can get an edge in the year ahead.

Grab your free virtual ticket today!

Speakers include:

  • Ray Dalio, Investor, Founder, CIO Mentor, and Member of the Bridgewater Board
  • Jamie Dimon, CEO, JP Morgan Chase
  • Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
  • Karen Ward, Chief Market Strategist EMEA, J.P. Morgan Asset Management
  • Michelle Meyer, Chief Economist, US, Mastercard
  • Maximilian Rofagha, CEO & Founder, Finimize
  • Stephanie Leung, Chief Investment Officer, StashAway
  • Yumika Brewster, COO, Finimize
  • Duncan MacInnes, Investment Director, Ruffer
  • Steven Tredget, Partner, Oakley Capital
  • Daniel Skowronski, Chief Revenue Officer, Admirals
  • Lane Clark, Co-Founder, TPP
  • Charles Rotblut, VP, American Association of Individual Investors
  • George Lailas, CEO,
  • Jacques Caillloux, Founder & CEO,


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