Fundstrat Annual Forum: Fireside Chat with Tom Lee and Neil McDonald
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Event Agenda
Join Fundstrat’s Tom Lee and Neil McDonald, CEO of Moomoo U.S., for a forward-looking discussion on the future of equity trading and the new generation of digital investors. Together they explore how institutional-grade tools, community-driven investing, and 24/7 market access are reshaping the retail trading experience and what these shifts could mean for the next decade on Wall Street.
Key Discussion Points:
-How institutional-level tools are being democratized for everyday investors.
-Why community-based trading could become the next edge in retail investing.
-How 24/7 markets and tokenized assets could redefine global equity trading.
-The growing convergence of investing, social platforms, and prediction markets.
-What’s next for investor education, financial literacy, and building long-term wealth in a digital age.
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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.