Unlock the secrets to building your passive income playbook with expert insights on private credit, diversification and steady returns.Please note, the information in this event is for US accredited investors. What you'll learn: How private credit can become a reliable passive income streamThe key role of diversification in building a strong passive income strategyThe risks and rewards of investing in private creditHow Heron Finance’s strategy helps investors generate consistent incomeWho you'll hear from: Khang Nguyen, Chief Credit Officer at Heron Khang is the Chief Credit Officer at Heron, a technology platform that provides accredited investors with personalized private credit solutions. In his role, Khang shapes the company’s credit vision and strategy, and oversees all aspects of credit research, underwriting, and risk management. Prior to joining Heron, Khang held senior leadership roles at several fintech companies, guiding them through transformative early-stage milestones. His achievements include launching innovative credit products, building high-performing risk teams, and raising over $700 million in debt and venture capital. Earlier in his career, Khang spent a decade managing institutional capital. As a lender and investor, he structured, deployed, and advised on over $20 billion in client and principal transactions across direct lending, asset-based finance, and complex special situations. Khang is a graduate of Princeton University. About Heron Finance Heron Finance provides U.S. accredited investors access to private credit by building Personalized Private Credit portfolios based on an individual's risk profile and investing objectives. At the heart of Heron's expertise is their private credit scoring model, where they sift through thousands of data points to identify the best of the best funds. Using the highest quality funds, Heron then provides investors with exposure to 1,000s of loans, all in one portfolio to simplify investing. About Finimize Our mission at Finimize is to empower you to become your own financial adviser by giving you the information and tools you need to make smart investment decisions. Subscribe today. Agenda (New York Time) 12.00 pm - Introductions & Discussion12.15 pm - Audience Q&A12.30 pm - End

Join Morpher as 2025 reshapes crypto, exploring Bitcoin’s challenges, market shifts, and key strategies for investors.What you'll learn: 2025 will change crypto forever so what should we expect and what does it mean for crypto investors?What are the challenges for bitcoin and the industry moving forward?What should investors do next? Who you'll hear from: Martin Froehler, Co-Founder and Chief Executive Officer of Morpher Martin is a mathematician, veteran quant, and former hedge fund manager. Having spent over a decade in quantitative finance, Froehler experienced the numerous inefficiencies of the financial industry first-hand. Realizing the industry consists almost entirely of middlemen who charge obscene fees for bad service, Martin embarked on a mission to fix finance. About Morpher Painless trading for everyone. About Finimize Our mission at Finimize is to empower you to become your own financial adviser by giving you the information and tools you need to make smart investment decisions. Subscribe today. Agenda: 5.00 pm - Introductions & Discussion5.15 pm - Audience Q&A5.30 pm - End

Learn Blue Whale's strategies to identify growth companies and maximize investment returns.What you'll learn: Discover how to identify and invest in high-quality growth companiesLearn how active management drives long-term successUnderstand strategies how to maximise your returns todayWho you'll hear from: Stephen Yiu, Managing Partner & Chief Investment OfficerAbout Blue Whale About Finimize Our mission at Finimize is to empower you to become your own financial adviser by giving you the information and tools you need to make smart investment decisions. Sign up to the daily newsletter or download the app today with this exclusive 50% discount. Agenda: 5 pm - Introductions & Discussion5.15 pm - Audience Q&A5.30 pm - End

Discover strategies to maximise your wealth with Individual Savings Accounts in 2025, brought to you by Saxo Bank.This event will be at 5 pm UK time. What you'll learn: How to choose the right ISA for your goals and needsIdentifying key trends and sectors to maximise growthSteps to open and manage your ISA to build wealthWho you'll hear from: Dan Squires, Chief Commercial Officer, Saxo Markets UK About Saxo Markets UK About Finimize Our mission at Finimize is to empower you to become your own financial adviser by giving you the information and tools you need to make smart investment decisions. Sign up to the daily newsletter or download the app today. Agenda (UK time): 5:00 pm - Introductions & Discussion 5:15 pm - Audience Q&A5:30 pm - End

Uncover key takeaways, emerging trends, and top growth sectors to navigate the year ahead with confidence with Charles Schwab.This event will be at 5 pm UK time. What you'll learn: Key takeaways from 2024 and looking ahead to 2025Top sectors poised for growth and investment opportunitiesA deeper look into trends in investor sentimentWho you'll hear from: Kevin Gordon, Director, Senior Investment Strategist, Charles Schwab Kevin Gordon is the research associate for Schwab's Chief Investment Strategist Liz Ann Sonders. In addition to analyzing the U.S. economy and stock market for Schwab's clients, he helps develop deep-dive projects as well as content for Schwab's public website, internal business partners, and social media outlets. Kevin is a frequent guest on CNBC, Yahoo! Finance, Bloomberg TV, and CBS News, and has been quoted in The New York Times, Forbes, MarketWatch, CNN, The Wall Street Journal, and Bloomberg. Prior to joining Schwab in 2019, Kevin gained experience in asset allocation research at an investment advisory firm, and worked for a U.S. senator in Washington, D.C. He graduated magna cum laude from Pepperdine University, where he co-managed a student-run investment fund and co-authored academic publications on politics and the economy. Kevin holds an MBA from New York University's Stern School of Business and a B.A. in Economics and Political Science from Pepperdine University. Kevin is a member of the President’s Advisory Council for Almost Home Kids affiliated with Ann & Robert H. Lurie Children's Hospital of Chicago. About Charles Schwab At Charles Schwab, we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. More information is available at aboutschwab.com. Follow us on X, Facebook, YouTube, and LinkedIn. About Finimize Our mission at Finimize is to empower you to become your own financial adviser by giving you the information and tools you need to make smart investment decisions. Sign up to the daily newsletter or download the app today with this exclusive 50% discount. Agenda: 5 pm - Introductions & Discussion5.15 pm - Audience Q&A5.30 pm - End

Learn how to boost your income with smart bond investment strategies that balance risk, return, and diversification with Phoenix Capital.What you'll learn: How bonds can provide passive income through regular interest payments.The risk and return profiles of different bond types to maximize income potential.Strategies for diversifying your bond portfolio to enhance income.Who you'll hear from: Coming soon.About Phoenix Capital Coming soon. About Finimize Our mission at Finimize is to empower you to become your own financial adviser by giving you the information and tools you need to make smart investment decisions. Sign up to the daily newsletter or download the app today with this exclusive 50% discount. Agenda: 10 am - Introductions & Discussion10.15 am - Audience Q&A10.30 am - End