events

Join the number one retail investor community

Jamie Dimon and Ray Dalio

Keynote Speakers, Modern Investor Summit 2023

Finimize hosts up to 250 online and in-person gatherings with over 70,000 attendees all year round.
Among these are our Events series, tailored to topics our community values most, and our prestigious annual flagship event, the Finimize Modern Investors Summit — the world's largest retail investor gathering. For investors, this represents an unparalleled chance to gain insights from industry trailblazers, for free. Seize the opportunity to become a better investor and network with the best in the field!
finimize

Modern Investor Summit

Join our annual flagship event and the largest retail investor event in the world. Over 2 days featuring 30+ speakers, we bring together leading industry experts, major financial institution and cutting edge insights to empower our community to elevate their investing game. Sponsors become part of the narrative and connect with our most engaged members at scale.

Find out more
finimize

Event
Series

Explore our multiple Event Series, crafted to align with our community's core interests and global market trends. Spanning 2 to 4 weeks, each series is designed to educate, foster connections with industry experts and brands, and empower you to take decisive action towards achieving your goals. Sponsors help to demystify some of the key topics for the Finimize retail investor community.

Coming soon
key sponsors
highlights

The Power of Partnering with Finimize

Each year, we bring together individuals from across the globe to connect, exchange knowledge and take action in their investing journey.

250+

Annual events

300+

World class speakers

70,000+

Attendees per year

testimonials

Hear from those who joined

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.

Cathie Wood — Founder & CEO, Ark Invest

Speaker, Modern Investor Summit 2024

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!

Omar — Finimize Member

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.

Ray Dalio — American Investor

Keynote Speaker, Modern Investor Summit 2024

Really appreciate these interviews and the work being done for retail investors, thank you! Will definitely join the one next year.

Charles — Finimize Member

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

Speaker, Modern Investor Summit 2024

Amazing session with @CathieDWood this morning. She consistently throws conviction behind her strategies and analysis, wether or not you agree with her. Disruption and innovation will continue to move us forward, so toignore the space is to stay stagnant. Thank you @Finimize for having her.

Julie — Finimize Member

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.

Sallie Krawcheck — CEO, Ellevest

Speaker, Modern Investor Summit 2024

events

Upcoming events

Modern Investor Summit 2024

The largest finance event in the world for retail investors.

Get tickets
April 11, 2024

Building Wealthy Women: Investing For Your Future

Discover how you can reach financial freedom and take control of your investments for long-term growth with CFA Institute.What you'll learn: Key strategies for investing at any stageHow to overcome obstacles and take control of your financesCreating a balanced investment plan for long-term growthAddressing common fears to confidently start and advanceWho you'll hear from: Coming soonAbout CFA Institute CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 190,000 CFA charterholders worldwide in 160 markets. CFA Institute has nine offices worldwide and 160 local societies. For more information, visit www.cfainstitute.org or follow us on LinkedIn and Twitter at @CFAInstitute.

Get tickets
April 25, 2024

A Beginner's Guide To Impact Investing

Discover the art of purposeful wealth building through sustainable investing, diversified portfolios & impactful ventures with CFA InstituteWhat you'll learn: The basics of sustainable investingEasy strategies to build a diverse investment portfolio that matches your values and financial goalsHow CFA's ESG certification can level up your investment gamePractical ways to invest in companies that do good while still making a profitWho you'll hear from: Comming SoonAbout CFA Institute CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 190,000 CFA charterholders worldwide in 160 markets. CFA Institute has nine offices worldwide and 160 local societies. For more information, visit www.cfainstitute.org or follow us on LinkedIn and Twitter at @CFAInstitute.

Get tickets
May 9, 2024

Finimize Ladies Investing Club

Join us in-person for our Investing Club in London.What to Expect? Join women of all different backgrounds, ages, and professions in learning about investing together. This group meets bi-monthly, on the first Thursday of that month, to discuss the monthly book and the investing challenges or triumphs of the members. Why the Book club exists? No suits, no jargon, and a relaxed atmosphere. It's a great way to build your investing knowledge and confidence with a small group of supportive women from the Finimize Community. (Typically 40-50 women attend the IRL meetup) Why Should I Care? If you want to take your next steps in investing, share investing challenges/triumphs, or discuss what investing means to you - this is the group for you. The Agenda: 6.30pm - Arrive & Network7.00pm - Session for the evening7.30pm - Q&A8.00pm - Networking8.30pm - End session Location details Location is abrdn office: 18 Bishops Square, London E1 6EGEmail Michelle at michelle@finimize.com if you have more questions. Finimize Our mission at Finimize is to empower you to become your own financial adviser by giving you the information and tools you need to make smart investment decisions. Sign up to the daily newsletter or download the Finimize App today.

Get tickets
May 14, 2024

Insiders Guide To Success As A Finance Professional

Unlock the secrets to success in finance! Learn career progression, Fintech leverage, lifelong learning, skills, and networking strategies.What you'll learn: Understanding the path to career progressionLeveraging Fintech solutions to help you advanceEmbracing a lifelong learning mindsetDeveloping essential skills for successBuilding valuable professional networksWho you'll hear from: Coming SoonAbout CFA Institute CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 190,000 CFA charterholders worldwide in 160 markets. CFA Institute has nine offices worldwide and 160 local societies. For more information, visit www.cfainstitute.org or follow us on LinkedIn and Twitter at @CFAInstitute.

Get tickets
from the 2023 summit

Watch the keynote

get started

Connect with our events team

We work with 300+ financial service firms to help them
with their retail investor growth.
Contact us
events

Previous events

March 26, 2024

A Masterclass On Building Your ISA Portfolio

Join IG's Assistant Portfolio Manager, Aaron Bright, and learn how to maximize your ISA Portfolio to achieve your long-term financial goals.

Get tickets
March 26, 2024

Future Of Finance: Acquiring Next Gen Investors

Join M1 Finance CEO & Founder, Brian Barnes and discover strategies for acquiring and engaging tomorrow's investors

Get tickets
March 25, 2024

An Ultimate Guide To ISAs For Beginners

Dive deep into the basics of ISAs, breaking down complex concepts into easy-to-understand information for those new to individual savings.

Get tickets
March 20, 2024

Future Of Finance: The Rise Of The Retail Investor

Join us for an event in London to hear from the brands at the forefront of the retail investor movement.

Get tickets
March 7, 2024

Finimize Ladies Investing Club

Join us in-person for our Investing Club in London.

Get tickets
March 6, 2024

The Rise of Bitcoin ETFs

Discover the future of crypto and gain insights into the evolving landscape with industry experts from Grayscale.

Get tickets
A man raising his hand whilst sitting in a crowd.
A bearded man looks pensive with his hand on his mouth.
A blonde-haired woman speaks into a microphone whilst sitting in a crowd.
A red-haired woman sitting in a crowd.