Fundstrat Annual Forum: Fireside Chat with Tom Lee and Neil McDonald
Choose one of our yearly plans to save nearly 15%
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.
Already a Member? Sign in
Join FS Insight by Fundstrat to Watch this Webinar
Membership Includes:
Start your day with Tom Lee’s pre-opening bell report. Navigate the trading day with Tom’s daily macro minute video and updates on key developments.
Stay in the loop with FlashInsights, real-time commentary on market-moving events delivered instantly from our research heads to you.
Get a behind-the-scenes look at our top stock ideas. Learn what makes each pick timely at our monthly webinar and Q&A with Tom and Mark.
We offer a variety of stock lists across methodologies and time horizons. Choose the portfolio that best fits your investment style.
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.
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.