Fundstrat Annual Forum: Defining the Next Decade on Wall Street
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Event Agenda
AI is transforming every corner of the market, but not every story will be a success. Learn which trends truly matter for investors, and how to spot the real opportunities shaping the next era of market leadership.
Session 1 | Macro Update with Tom Lee and Tom Block -
Video and slide deck available here
Session 2 | How On-Chain Finance Can Reshape Global Markets with Sean Farrell - Video and slide deck available here
Session 3 | Technical Market Outlook & Live Q&A with Mark Newton, CMT - Video and slide deck available here
Session 4 | Fireside Chat with Tom Lee and Neil McDonald, CEO of Moomoo US - Video available here
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Panel of Speakers
Tom Lee, CFA AC
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Sean Farrell AC
Head of Digital Asset Strategy, Fundstrat
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.
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 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.
Neil McDonald
CEO of Moomoo US
Neil McDonald serves as the Chief Executive Officer of Moomoo US, a leading retail trading platform known for its innovative approach to wealth management and investment solutions. With over three decades of experience on Wall Street, Neil brings a wealth of expertise in derivatives trading, quantitative analysis, and financial technology to his leadership role. Neil’s distinguished career includes pivotal roles at some of the most prominent financial institutions in the world, including Goldman Sachs, JP Morgan, and Citadel. In addition to his tenure at major firms, Neil has made significant contributions to the fintech sector, playing a key role in the development of retail trading platforms and a next-generation cryptocurrency exchange during his time with innovative startups. As US CEO of Moomoo, Neil oversees all aspects of the company’s operations in the United States, driving strategic growth, platform innovation, and user engagement. His leadership is focused on empowering retail investors with advanced tools, data-driven insights, and seamless access to global markets. Neil’s vision is to continue advancing Moomoo’s mission of democratizing finance, leveraging his extensive industry experience to foster a platform that meets the evolving needs of modern investors.