Interest rates are falling, geopolitical risks are rising, and this seems like an excellent time to assess what’s next. No coincidence, then, that 20,000 people have signed up to attend the Modern Investor Summit. The event – hosted by Finimize – brings together industry-leading experts and regular folks for two days of on-point market conversations. It’s where everyday investors can gain actionable insights and inspiration, and find out about the latest trends that could change how they trade.
The 2024 line-up includes Mellody Hobson, co-CEO and president of global asset management firm Ariel Investments, and member of the board of directors for both JPMorgan Chase and Starbucks. Oh, and she’s also a former chair of the board at DreamWorks and a former member of the board of Estée Lauder. Yep: she’s the kind of business pro who puts “regular overachievers” to shame. She’ll share her insights on how to foster a long-term investment mindset, how to see short-term volatility for what it is, and the factors you need to consider when making strategic decisions.
Now, Vanguard Group is the second-biggest investment firm in the world. So it’s no small deal that President and Chief Investment Officer Gregory Davis is joining the summit. He’ll talk about his vision for Vanguard and offer insights into the firm's ETF strategy and the new funds it’s planning to launch.
And, look, a lot of the moves that investors make come down to human psychology. And when you understand your own patterns and tendencies, it can help you make way smarter decisions. That’s why Dan Ariely – the social scientist and best-selling author – is on the docket: he’ll break down why folks make the mistakes they do and help you detect your own biases.
All that, and an oracle too. Meredith Whitney, a.k.a. the "Oracle of Wall Street" will explain how you can use everyday data to help predict market trends. She’s got some simple techniques that can help you avoid the common pitfalls in data-driven strategies and make better-informed investment decisions in real-time.
Plus, pros from JPMorgan, Charles Schwab, and others, will headline sessions on just about every investing topic you can think of – alternative assets, private equity, AI startups, leveraged and inverse exchange-traded funds, even litigation investing. It’s the biggest event of the year for retail investors, after all.
Attendees will uncover the advantages (and risks) of leveraged and inverse ETFs, explore the outlook for 2025 and major trends for the next decade, and find out how AI-driven platforms are transforming retail investor decision-making. There’s even a session on how to build a winning portfolio with $10,000.
So find a minute to register (it’s free) and check out the schedule. And if you can’t watch the sessions live, don’t sweat it: you can catch up later. The recordings will be posted on youtube.com/@Finimizecom.
