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Finimize & Present: Next Generation Investing



1 State Street
10th Floor
New York, NY 10004
United States


Tuesday, December 3, 2019 -
6:00pm to 8:00pm


About this Event: Today’s economic climate, consumer behavior and emerging technology has led to the rise of a different kind of investor – one far more likely to invest in single stocks, cryptocurrencies and crowdfunding than in a balanced portfolio. Join our panel of experts as they dive deep into how these trends are engaging a whole new generation of investors. We’ll discuss: - The potential benefits and drawbacks of this shifting landscape - The pitfalls investors will need to navigate as the investing world changes - The strategies up-and-coming fin-techs are using to take advantage – and how the established players are reacting - Plus, we’ll take a step back and take a look at what’s in store for investors’ favorite stocks – and some of our own – in the coming months. You'll hear from: - Jannick Malling, Co-CEO at - Lindsay Davis, Senior Intelligence Analyst at CB Insights - Dion Rabouin, Markets Editor at Axios What's on: 6.30pm - Drinks + networking 6.45pm - Panel session/ Audience Q&A 8.00pm - Drinks + networking continues 8.30pm - End About the speakers: - Jannick Malling is the Co-CEO at Previously, Jannick co-founded Tradable in 2012 with a mission to create the OS for trading, giving traders the most personalized trading experience possible. - Lindsay Davis is a Senior Intelligence Analyst at CB Insights where she researches emerging technology trends in fintech, wealth tech, capital markets tech, and regtech. Her research has been cited in The New York Times, The Financial Times, and Thomson Reuters. She has presented her analysis on Bloomberg, at Money 20/20, Nikkei's Reg Summit, Source Media’s InVest, and Regtech Summit. - Dion Rabouin is the Axios Markets Editor and author of the Axios Markets newsletter. Prior to Axios, Dion was the anchor of Yahoo Finance's "Midday Movers" and a global financial reporter, coving the bond, equity, and currency markets. He previously covered Treasuries, FX, and emerging markets for Reuters. He is also a regular contributor to Marketplace.