Finimize

Former chairwoman of Starbucks ☕ Former chairwoman of Dreamworks 🎥 Board member of JPMorgan 💰 Former board member of Estee Lauder ✨ Wow, we could not be more excited to hear from Mellody Hobson as one of the keynote speakers at this year's Finimize Modern Investor Summit. Get your free ticket today – link in comments 👇

🚀 Our next Future of Finance event is at capacity, and it’s shaping up to be an unmissable conversation! On Wednesday, October 9th in central London, industry leaders Todd Myers, Global COO of Private Wealth Solutions at Blackstone and Michael Sidgmore, Co-Founder of Broadhaven Ventures and Founder of the Alt Goes Mainstream podcast, will dive into the rising popularity and opportunities in the alternative asset space. If you work in finance and missed out, join the waitlist for a chance to gain these valuable insights: https://lnkd.in/gyPJN57B

📣 The buzz about alternative assets is getting louder! If it seems like there’s a lot of talk lately about alternative investments, there’s a good reason for that. These assets – from fine wines to fine whisky to real estate – could help lower your volatility, enhance your returns, and diversify your portfolio. So join us at the Modern Invest Summit on December 3rd and 4th, and hear why this might be a good time to add some alternative exposure to your investment mix. We’re handing the microphone over to Michael Sidgmore, host of Alt Goes Mainstream and Co-founder & Partner of Broadhaven Ventures by Broadhaven Capital Partners, who will interview Chairman & CEO of iCapital Lawrence Calcano. Get your free early bird ticket here 👉 https://lnkd.in/dqVXf3Js

😱 The Modern Investor Summit is less than 12 weeks away, and you won’t want to miss it. Join us for the biggest event of the year for the retail investing crowd, and you’ll discover expert investing ideas, meet industry pros, and mingle with like-minded investors. This year, we’ll hear about the latest strategies and forecasts from “The Oracle of Wall Street” Meredith Whitney, professor and author Dan Ariely, and iCapital CEO Lawrence Calcano. That’s just a start: the full two-day schedule will be revealed soon. So grab your free virtual ticket now and mark your calendar for December 3rd and 4th 👉 https://lnkd.in/d47ECSuR

johan jervoe is one of the most accomplished marketers to ever work in finance. To put that in perspective—before taking on the CMO role at UBS, Johan was the CMO behind McDonald's iconic I’m Lovin’ It campaign. If that’s not impressive enough, his creative work at Intel won the coveted Grand Prix award at Cannes Lions. Johan brought that level of creative excellence to UBS at a time when they were in need of rebuilding trust with clients. From enlisting Annie Leibovitz to capture real stories of real clients, to showcasing their unique art collection at Art Basel, to collaborating with Lewis Hamilton to highlight the universal challenges of success. His work changed the way wealth management brands communicate. Even today, you’ll see wealth managers attempting to emulate it, though it doesn’t quite land in the same way. Fast forward to today, UBS is the largest wealth manager on the planet, with $3 trillion in assets under management (AuM). This episode of the Finimize Generation podcast is all about diving into the finer details that turn something from good to great. This interview with Johan is a gift to any marketer right now. As marketers shift their focus away from performance and acquisition, 2025 is shaping up to be the year of brand building and creativity. And for that, there’s no better person to learn from than johan jervoe. We discuss: 🔷 What makes a great CMO 🔷 Identifying unique customer insights 🔷 How to create work with stopping power 🔷 Working with celebrities and influencers 🔷 Building a brand at scale 🔷 Fostering employee advocacy 🔷 The importance of hard work as the key to success Listen to the full conversation here: https://lnkd.in/eX29JTPR Full video in the comments 👇 P.S. In my first marketing job, I remember seeing one of Johan's campaigns for UBS. He commissioned a 12-foot, two-tonne piano to record the three notes you hear at the end of every UBS ad. The sound is unmatched—bolder, brighter, and better than any other piano in the world. That attention to detail in showcasing their commitment to excellence left a lasting impression on me, and I believe it still sets the gold standard for wealth management marketing today. You can find 'Three Chords and The Truth' on YouTube, worth a watch.

💡Tap Into Alternative Investments At The Modern Investor Summit. If you think your portfolio's seen it all, you might want to think again. We’ll be joined by iCapital CEO Lawrence Calcano, who’s been transforming how everyday investors access and benefit from alternative assets. He’ll break down how best to harness the kinds of opportunities that could enhance your portfolio and keep you ahead in the market  – in an exclusive interview with Michael Sidgmore, the host of Alt Goes Mainstream. Grab your free early-bird ticket here ➡️ https://lnkd.in/duygrmfr

The Modern Investor Summit is fast approaching on December 3-4, and it's the perfect time to secure your early bird ticket! 🎟️   Last year’s event featured investing legends like Ray Dalio and JPMorganChase CEO Jamie Dimon. And every year, we aim to raise that bar just a little bit higher. So grab your free virtual ticket and be the first to hear about the top-notch speakers and discussions we have lined up 👉https://lnkd.in/dEurtEYf

Dear Chief Marketing Officers, The latest episode of our Generation Podcast is LIVE with Alex Craddock, CMO Citi and previously BlackRock, iShares & HP Hewlett Packard. Listen to the full episode in to get the inside scoop on: - What makes a great CMO - The evolving responsibilities of a CMO - The insight that led to iShares' success - Understanding the millennial investor - Building successful teams - How to identify a winning creative idea - How to get the most from partnerships - Establishing buy-in across the business - The value of mentorship The series has already featured leaders from Revolut, State Street, Farewill, Habito, Communion, Wealthfront ... You're not going to want to miss what's coming next 👀 Be the first to find out by subscribing to the monthly for marketers, product builders and leaders in financial services: https://lnkd.in/ejPmhdiM

✅ It's good to have options in life, but it's also true in investing. Join us at our upcoming event in partnership with IG and learn the top five tips every options trader should know, to enhance your trading game and make informed decisions with Hannes Bruwer, Options Sales Trader at IG. 📅 Wednesday, September 11th ⏰ 5 pm UK time RSVP and save your seat here! 👉 https://lnkd.in/dC5tcUWp

Listen to the latest episode of the Finimize Generation Podcast Max Rothery interviews Citi's new Chief Marketing Officer Alex Craddock on his playbook for success in financial services. 🎧 Full episode: https://lnkd.in/evNrU_yM