The Modern Investor Summit is Finimize's flagship event series, aimed at a retail investor audience that is actively learning and investing. The London 2026 edition runs as a single evening at CodeNode, with doors opening at 5:30pm for drinks and networking and the programme closing at 10:00pm. Finimize CEO Carl Hazeley opens the evening, followed by an analyst breakdown of an exclusive interview with Bill Ackman and three panels: market risks and sector positioning for the rest of 2026, whether ISA millionaire status remains realistic with allowances frozen, and how AI is reshaping both tech valuations and retail research workflows. Speakers include Richard Flynn of Charles Schwab UK, Jay Hatfield of Infrastructure Capital Advisors, Frank Ducomble of RIT Capital Partners, Jamie Perrett of FTSE Russell, Matthew Rodger of L&G, Gabriel Sacks and Amanda Yeaman of Aberdeen, Kyle Caldwell of interactive investor, and Olga Miler of SmartPurse. Aberdeen Investments is gold sponsor, with Quartz, FTSE Russell, Infrastructure Capital, RIT Capital Partners and Legal & General as silver sponsors.
An expo area runs alongside the sessions. For brokers, asset managers, ETF issuers and platforms with retail distribution, the summit is a direct route to an engaged UK self-directed investor base.










