Learn from the very best investors

The world’s leading event for retail investors, the Modern Investor Summit, will be held in London on 5 and 6 December 2023.

Hosted by Finimize, the investing insights platform owned by asset manager abrdn, the summit will feature a host of world-class speakers. They include Ray Dalio, legendary billionaire investor and founder of the world’s largest hedge fund, and the Wall Street titan and JPMorgan Chase chief executive Jamie Dimon.

A shining path

These and other leading investment experts and chief economists will share their unique insights on the direction of the global economy, geopolitics and other issues that will influence the performance of markets in the coming year. Critically, speakers will discuss how retail investors should think about their strategies and portfolios, so that they can manage risk effectively and navigate potential further turbulence in global markets.

Max Rofagha, CEO of Finimize, explains just why the summit is so important this year:

“Finimize believes its mission to help modern investors make smarter decisions has never been more vital. That view reflects a world that has never been more uncertain, with major economies stuttering, interest rates weighing on markets, domestic politics divided, and geopolitical relationships in flux. That is why we have brought together the very best minds in finance to share their thoughts, and to help investors make sense of what is happening and plan for the future.”

 

Back to the future?

Max adds: “We will quiz these experts on a wide variety of subjects, ranging from whether there are any previous economic cycles that bear comparison with today and that might guide us on the future, to their views on how they manage risk and how they see other investors behaving. The economists will be questioned on topics such as if and when they see economies falling into recession and how central banks will respond. Doubtless there will be a lively debate on whether, for example, the US will experience a soft or hard landing!”

The participation of retail investors in financial markets is much higher than prior to the pandemic, and Finimize is committed to ensuring these investors have the same tools as their professional counterparts.

“In line with Finimize’s mission, the overall goal is to provide people with as much information as possible, so that they can make informed decisions on their own”, Max concludes.

And because Finimize cares deeply about democratising the world of finance, virtual tickets are completely free. They can be obtained here.

Finimize for Business: sharing retail investor insights

Throughout the summit and during the period leading up to it, Finimize is conducting a survey to ascertain retail investor sentiment on a variety of issues, including attitudes to risk and investment plans. We will be sharing the results of that survey, providing invaluable information to financial-services businesses interested in engaging with retail investors, during the summit. We encourage interested businesses to contact us for more information about the survey, which is conducted every quarter.

Tickets to attend the event in person are sold out.