Modern Investor Summit: New York
The Modern Investor Summit is Finimize's flagship event series, created for a new generation of retail investors who want clarity, confidence, and access to the ideas shaping global markets. It brings together world-class thinkers, founders, and financial leaders with an audience that is actively learning and investing, creating a space where insight meets action.
New for 2026: Connect in-person in New York for an evening with 200–250 of the city's most engaged retail investors. Join a select group of financial leaders shaping the conversation, and position your brand at the heart of insight, dialogue, and action.
https://www.moderninvestorsummit.com/2026/newyork
The agenda:
6:00pm – Drinks & Networking Grab a drink, meet other investors, and settle in.
6:30pm – CEO Welcome Carl Hazeley, CEO at Finimize, sets the scene.
6:45pm – What Could Go Wrong (Or Right) A panel on the big risks and opportunities in markets right now – where money's moving, which sectors look ready to run, and how to position for the rest of 2026. With:
Caleb Silver, Chief Business Editor at Investopedia
Stephanie Guild, Chief Investment Officer at Robinhood
Liz Thomas, Head of Investment Strategy at SoFi
7:15pm – The State of Bitcoin and Crypto Where we are in the cycle, how miners are pivoting to AI infrastructure, and what the regulatory picture looks like. With:
Matthew Sigel, Head of Digital Assets Research at VanEck
Anthony Pompliano, CEO at Professional Capital Management
7:45pm – How Retail Investors Are Using AI AI agents for research, code-free trading strategies, and real-time earnings analysis – the tools available to retail investors today and where it's all heading. With:
Bilal Little, Director of Exchange Traded Funds at the New York Stock Exchange
Peter Nolan, Head of Asset & Wealth Management at Anthropic
Leif Abraham, Co-founder & Co-CEO at Public
8:15pm – After-party Head to the Expo Area to unwind and keep the conversations going until last call at 9:30pm.
https://www.moderninvestorsummit.com/2026/newyork