

Invest With Clarity in a Chaotic World
Wars. AI disruption. Interest rate uncertainty. Political shifts. Every week brings a new headline that makes you rethink your portfolio and what’s best for your retirement, savings, and investment accounts.
But with the daily grind, it’s hard to actually stop and think about all the important consequences these events can have on your life and how they can move you further from your financial goals, or closer to them if you invest wisely.
On Saturday, April 18th, in Midtown Manhattan, we’re gathering a small group of investors, founders, and professionals to do exactly that: talk about the real issues that can have a real impact on your portfolio, and provide analysis, data, and insights to empower you to make investment decisions that bring you closer to achieving your financial goals.
Here’s what we’ll dig into:
Is SaaS really dying, or are these companies adapting faster than anyone else?
Are tech valuations justified, or is this dot-com 2.0?
Should I be in defense stocks or energy, or is that already priced in?
What does AI mean for your actual portfolio, not just the hype cycle?
How should you implement AI in your investment analysis?
What happens to supply chains and commodity prices if any of these conflicts widen?
GDP is still positive and unemployment is under 5%, but the labor market is softening. How do I read these mixed signals?
After three straight years of double-digit S&P returns, is a correction inevitable?
Should I keep hoarding cash or actually deploy it?
We’re also bringing something unique to the table. At Wisesheets, we process hundreds of millions of data requests from investors every month. We’re going to share what our community of over thousands of paying customers is actually researching, modeling, and worrying about, giving you real trends from real investors.
And if you have an investment thesis you’ve been thinking about, submit it when you register. We’ll model it live using real financial data and AI tools right there in the room.
We’re holding this event on a Saturday, when the markets are closed, your calendar is clear, and you can have the kind of conversation about money that you never make time for during the week.
Get ready to have real conversations about what actually moves your portfolio and what to do about it.
Apply Now
Saturday, April 18, 2025 | 10:00 AM ET | Midtown Manhattan, NYC