Jamie Dimon and Ray Dalio
Keynote Speakers, Modern Investor Summit 2023
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 moreExplore 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 soonCathie Wood — Founder & CEO, Ark Invest
Speaker, Modern Investor Summit 2024
Omar — Finimize Member
Ray Dalio — American Investor
Keynote Speaker, Modern Investor Summit 2024
Charles — Finimize Member
Tim Draper — Venture Capital Investor
Speaker, Modern Investor Summit 2024
Julie — Finimize Member
Sallie Krawcheck — CEO, Ellevest
Speaker, Modern Investor Summit 2024
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 ticketsDiscover 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 ticketsJoin 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 ticketsUnlock 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 ticketsLearn how to strategically use ISAs to build substantial wealth using smart investments with our example success stories.
Get ticketsJoin IG's Assistant Portfolio Manager, Aaron Bright, and learn how to maximize your ISA Portfolio to achieve your long-term financial goals.
Get ticketsJoin M1 Finance CEO & Founder, Brian Barnes and discover strategies for acquiring and engaging tomorrow's investors
Get ticketsDive deep into the basics of ISAs, breaking down complex concepts into easy-to-understand information for those new to individual savings.
Get ticketsJoin us for an event in London to hear from the brands at the forefront of the retail investor movement.
Get ticketsJoin us in-person for our Investing Club in London.
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