Modern Investor Summit Agenda 💥

4 min readDec 3, 2022


Join 15,000 Finimizers at the 2022 Finimize Modern Investor Summit. We’re hosting 12 hours of content over 2 days on December 6th & 7th.

🎟 Grab your free ticket here

The Summit was designed to connect everyday investors with industry experts from around the world to navigate the markets, find opportunity during volatility and build a smart investment strategy for the next 5 years. The time has come to cut through the noise and make smarter, informed investment decisions — don’t get left behind.

We’ve got a spectacular line-up of guest speakers, including:

🎤 Sallie Krawcheck, founder & CEO of Ellevest, former head of Bank of America’s Global Wealth and Investment Management division
🎤 Catherine Wood, CEO & CIO of ARK Investment Management LLC
🎤 Stephen Bird, CEO of abrdn, former CEO of Global Consumer Banking at Citi
🎤 Anthony “Pomp” Pompliano, investor & entrepreneur with millions of followers
🎤 Yoni Assia, Founder & CEO of the world’s leading social investment network, eToro

And many more

🎉 Special thanks to our summit partners:

Splint Invest, 3Commas, Invesco, TILLIT, Moneybox and OKX.

And media partners: Interactive Investor, Market Hedwig and Macrodesiac.

Here are your Summit sessions — get ready for an unforgettable 2 day masterclass.


🌏 Keynote: 2023 Outlook
📣 Sallie Krawcheck, CEO of Ellevest
Moderator: Max Rofagha, CEO of Finimize
⏰12.15 pm — 12.45 pm GMT

🌏 Making Sense of The Macro
📣 Ludovic Subrans, Chief Economist at Allianz
Moderator: Stéphane Renevier, Analyst, Finimize
⏰1.00 pm — 1.45 pm GMT

🌏 Three Defining Investing Themes For 2023
📣 Stephen Bird, CEO, abrdn
Moderator: Carl Hazeley, VP of Content, Finimize
⏰2.00 pm — 2.45 pm GMT

🌏 How Retail Investors Could Own 2023
📣 Yoni Assia, CEO at eToro, Leif Abraham, co-CEO at, Max Rofagha, CEO at Finimize
Moderator: Max Rothery, VP of Community, Finimize
⏰3.00 pm — 3.45pm GMT

📈 Where To Find Opportunity In Volatility
📣 Wei Li, Chief Strategist at BlackRock and Jeremy Schwartz, CIO at WisdomTree
Moderator: Theodora Lee Joseph, Analyst, Finimize
⏰4.00 pm — 4.45 pm GMT

📈 How To Pick Funds Vs Stocks (workshop)
Felicia Hjertman, Founder & CEO at TILLIT
Moderator: Michelle Sims, Global Community Lead, Finimize
⏰Dec 6th, 5.00 pm — 5.45 pm

👾 Behind The Rise of Alternative Investments
📣 Atul Tiwari, CEO of Cult Wines, Ezra Levine, CEO of Collectible and Mario von Bergen, Co-founder at Splint Invest
Moderator: Dana Grinberga, Community Host, Finimize
⏰ 6.00 pm — 6.45 pm GMT

👾 Who Wins with Crypto Regulation
📣 Kristin Smith, Executive Director at Blockchain Association and Susan Friedman, Head of Public Policy at Ripple
Moderator: Will Walker, Community Host, Finimize
⏰ 7.00 pm — 7.45pm GMT

👾 How To Invest In The Metaverse
📣 Sebastien Borget, Co-founder, The Sandbox and Esteban Ordano, Co-Founder, Decentraland
Moderator: Marco Ferrari, Community Host, Finimize
⏰ 8.00 pm — 8.45 pm GMT


👾 Crypto’s Path To Mainstream
Craig Salm, Chief Legal Officer, Grayscale Investments and Andres Susi, Co-founder of
Moderator: Luke Suddards
⏰ 12.00 pm — 12.45 pm GMT

📈 Investing In A Recession
📣 Cathie Wood, CEO and CIO of Ark Invest
Moderator: Max Rofagha, CEO of Finimize
⏰ 1.00 pm — 1.45 pm GMT

📈 The Tech Stocks To Watch In 2023
📣 Beth Kindig, Technology Analyst, I-O Fund
Moderator: Eddie Donmez, Analyst at Finimize
⏰ 2.00 pm — 2.45 pm GMT

👾Alternatives to the SP500
📣 Anthony Raza, Head of Multi-Asset at UOB and Andras Vig, Multi-Asset Strategist at Invesco
Moderator: Paul Allison, Analyst at Finimize
⏰ 3.00 pm — 3.45 pm GMT

🎉 Closing Keynote: Is this the end of crypto?
📣 Anthony Pompliano ‘Pomp’, Investor & Entrepreneur
Moderator: Max Rofagha, CEO of Finimize
⏰ 4.00 pm — 4.45 pm GMT


📈 Finding Growth In The New Era
📣 Joe Pendergast, CIO at Goodbody, Karim Chedid, Head of Investment Strategy for iShares EMEA at BlackRock, Victoria Scholar, Head of Investment at Interactive Investor and Chris Beauchamp, Chief Market Analyst UK at IG
Moderator: Carl Hazeley, VP of Content, Finimize

📈 The Race To Recovery (Workshop)
Bryan Byrnes, Head of Personal Finance, Moneybox

👾 The Smartest 5-year strategy for crypto investors
Benjamin Dean, Director of Digital Assets at WisdomTree in Europe and Raheem Ali, Senior Affiliate Account Manager at OKX

🥂 Networking & Wrap-up Drinks

Please Note: In-person event ticket holders have been emailed instructions and information about the upcoming London event.

For more information, please contact

We’re looking forward hosting you all!