FS Insight’s 2023 Annual Conference

Monday, September 18, 2023 1:00PM ET
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Webinar for members only

What’s next in 2023? Find out at the FS Insight Annual Conference!

Please join us on Monday, September 18, at 1 p.m. ET for our Exclusive Annual Conference.

Tom Lee's Slide Deck
Granny Shots Slide Deck
Technical Strategy Slide Deck
Crypto Slide Deck


Key Topics

The market is up more than 20% this year, defying consensus and gradually converting bears into bulls. Are there more gains to come in the last quarter of 2023?
Tom Lee and the FS Insight leadership team will each give individual presentations to provide you with actionable tactics and strategies that will help you position your portfolio going into the fall and winter months.
- What will the fourth quarter of 2023 bring to investors?
- What sectors are on the verge of breaking out?
- Are rate hikes over for the Fed this cycle? When will cuts begin?
- What non-obvious opportunities might arise from bitcoin spot ETFs being approved?
- And last but not least, where are the opportunities going forward?
Can’t make it? Don’t worry, we’ve got you covered. A replay will be made available to all FS Insight members.

Panel of Speakers

Tom Lee

Tom Lee AC

Co-founder and Head of Research

Previously Chief Equity Strategist at J.P. Morgan from 2007 to 2014, top-ranked by Institutional Investor every year since 1998.

Tom Lee

Mark L. Newton, CMT AC

Head of Technical Strategy

Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley as their technical strategist.

Tom Lee

Ken Xuan, CFA, FRM AC

Head of Data Science Research

Ken Xuan is the Head of Data Science Research at FS Insight where he optimizes and tests FS Insight’s proprietary portfolio models. He also manages and maintains FS Insight’s cryptocurrency and blockchain databases. Ken started his career at West Monroe Partners as an operations strategy consultant. Ken holds a B.S. degree in Management, Economics from Purdue University and an M.S. degree in Operations Research from Columbia University.

Tom Lee

Sean Farrell AC

Head of Crypto Strategy

Sean Farrell is the Head of Crypto Strategy at FS Insight. Prior to joining FS Insight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

Tom Lee

L . Thomas Block

Washington Policy Strategist

Formerly Global Head of Government Relations at J.P. Morgan for 21 years, and previously served as Legislative Assistant and Chief of Staff in the House, and Legislative Staff Director in the Senate.


Tom Lee 1:00pm - 1:45pm ET
Mark L. Newton 1:45pm - 2:25pm ET
Ken Xuan 2:25pm - 2:50pm ET
Sean Farrell 2:50pm - 3:30pm ET

Get in touch

If you have questions about FS Insight or have problems with your account, please do not hesitate to send us a message. We will get back to you quickly and take care of any issues that you may have.

Office address

150 East 52nd St, 3rd Floor

New York, NY 10022

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