Come network & do business with the masters of building & engaging investor audiences.
January 4th-7th, 2026
4 Major Events, 1 Amazing Week
FinPub
Connect with Investment Newsletter & trader education publishers & marketers.
Investor Relations & Crowd Cap Raise
Direct to Investor outreach is booming for good reason.
Connect with investor & trading influencers
1-on-1s connecting Capital Markets Execs with investment newsletter publishers, executives, and social media channels.
Investor Traffic Sources
1-on-1s connecting Capital Markets Execs with the new earned media sources
The #1 Conference for investing & trading education publishers for over a decade.
FinPub is where digital newsletter marketing got started way back in the 1990s (though the investment newsletter industry goes back to the 1950s!) and all the biggest brands in investment newsletters are part of our community.
The very first presentation at the very first FMS in 2015 forecast the bull market in digital retail investors. Since then the world has woken up to both the power of newsletter marketing and the retail investor.
FMS as been at the forefront of both trends and has built a community of elite marketers focused on reaching the retail investor at scale with information products and advertising models.
From there we’ve launched many successful event brands to connect different industries with retail investor marketing & media.
At Financial Marketing Week we are bringing these amazing business communities together.
"We’ve made tens of millions of dollars from the contacts we’ve made here."
“I’ve been coming to these events for ten years. We’ve made tens of millions of dollars from the contacts we’ve made here.” Mike MacDougal is CEO of Darwin Investor Network, a media company serving the financial publishing industry.
"Anybody in FinPub or newsletters should be here. This is our Super Bowl."
“We know every year we’re going to get together with all these people and get deals done. We love coming every year. It’s a great event and I suggest anyone in FinPub or newsletters to be here for sure.” Tim Bourquin, from AfterOffers.com offers high quality investor leads to newsletter publishers and trader educators.”
"Everyone is here."
“When I came to my very first one I was a copywriter. Through the events I met my business partners and founded WealthPress.
“This is clearly the best event in the financial marketing space.” Conor Lynch was a financial copywriter turned publisher.
"It makes you fall back in love with the industry."
“Anytime I come here I come back with new things to do, new things to implement, new partners to work with. And then I just get reinvigorated.” John Carter founder of Simpler Trading.
"Changed my life."
Listen to one of the most active direct investors in public companies share his perspective on why public companies have to engage with digital media.
Retail Investors Continue to Rise
There are more retail investors actively engaged in markets today than ever before in history.
Over the past few years retail investors have broken records including, record levels of capital inflows, buying stocks at the highest level in over a decade, and record levels of market volume.
Retail Investors are trading & investing like never before and they are here to stay.
We’re in the middle of a boom in all aspects of retail investor engagement. Is it any wonder that Jeff Bezos And Michael Dell are launching a fund targeting individual investors?
See what's working now to reach and engage retail investors at scale.
Retail investor See how different management teams are tackling getting more earned media, leveraging paid media, and building investor awareness.
“Liquidity is a consequence of having a large investor base,” says Bill Kaitz, from Liquidity Coach.
Explode your investor reach.
If you need to reach investors or traders – for your Fintech, your newsletter, your public company, your crowd raise, or your brokerage – this is the room you want to be in!
You’ll find an entire ecosystem investor media sources from scaled up sources to reach millions of investors monthly, to tightly targeted sources delivering traders or accredited investors and more.
Meet 7 & 8 figure media buyers
Finding new media sources is one of the top things people love about FMS, Reaching Retail, and the suite of FMW events.
Our audience is full of companies spending seven and even eight figures annually in investor-focused media. You definitely want to be visible in these rooms and this is step one.
The only event connecting public company management teams & IROs with the broader investment newsletter, financial media , and investor influencer industries.
A few of our previous attendees
Agenda
We’re still building the agenda! Check back for speakers and topics.
7:00-9:00 PM Welcome & Networking Social
8:00 am Registration Opens
8:15-9:15 am Networking Breakfast
9:30 am – 5:00 pm Financial Media Expo
9:15-9:30 am Welcome!
9:30 am – 12:00 pm General Sessions
12:00-1:30 Lunch
1:30 -5:00 pm General sessions
5:30-7:30 Networking Social
8:00 am Registration Opens
8:15-9:15 am Networking Breakfast
9:30 am – 5:00 pm Financial Media Expo
FinPub Track
9:30 am – 12:00 pm General Sessions
12:00-1:30 Lunch
1:30 -5:00 pm General sessions
Finance Influencers Track
9:30 am – 12:00 pm General Sessions
12:00-1:30 Lunch
1:30 -5:00 pm General sessions
5:30-7:30 All Hands Networking Social
8:00 am Registration Opens
8:15-9:15 am Networking Breakfast
9:30 am – 5:00 pm Financial Media Expo
Digital Cap Raise Track
9:30 am – 12:00 pm General Sessions
12:00-1:30 Lunch
1:30 -5:00 pm General sessions
FMS Pro Roundtable
9:30 am – 12:00 pm General Sessions
12:00-1:30 Lunch
1:30 -5:00 pm General sessions
The Reaching Retail Investors Track
9:30 am – 12:00 pm General Sessions
12:00-1:30 Lunch
1:30 -5:00 pm General sessions
Organized to help you build lasting business relationships.
"The networking is amazing."
“The people that are here and the networking opportunities are amazing. Just within the first happy hour and two sessions in I’ve met so many people. ” Suzanne Snider works with smaller financial publishers to help them grow.
Meet hundreds of contacts in financial publishing, trader education, and investor relations marketing, and financial media
One of the guiding principles of Financial Marketing Week is to curate the rooms so anyone in the industry can actually do business with 9 out 10 people they meet.
New affiliates, traffic partners, veteran financial copywriters, publishing partners, financial media buyers, trading course creators – everyone who comes to FMS is in the industry and is here to do business with other people in the industry.
"I do more biz dev in 2-days at FMS than I do all year."
That’s one of the most common statements we get about FMS. It’s always some version of “I do more business deals in these two days than the rest of the year.”
Join the many social & business events throughout the week.
"I'm ready to buy $1 million worth of media per month... if we can do a deal right now."
They were sitting at the bar after the day’s presentations were over. He sold financial traffic. She bought traffic to sell investment newsletters. They were cutting a deal with the potential to transform both their businesses in the next 12-months. And it was just the first day of the event.
"... you can do business with as soon as you walk out the door."
“I’ve been coming to conferences in the financial industry for 20-years… what I love about FMS is they built this situation that you can do business as soon as you walk out the door.” – Jeanette Simms, Founder TradeThirsty
You can also apply to join one of these roundtable discussions.
The Publishers' Roundtable
The gathering for investment newsletter & trader education publishers to connect, discuss what’s working, and what’s not, and what to do next.
FTC Compliance Training
Damon Wright heads the Advertising and E-Commerce practice and Artificial Intelligence practice. He represents leading brands, direct response advertisers, e-commerce retailers, lead generators, advertising agencies, fulfillment companies, technology companies, and related service providers. For each client, the work can vary but the goal is the same – to protect, strengthen, and add value to their business.
Women in Financial Marketing Roundtable
Colleen Sheeren, CMO of Barchart.com is hosting a roundtable discussion and networking session for women leaders across financial marketing & publishing.
The Capital Markets Marketing Roundtable
A series of conversations about what’s working now to engage investors around investor relations campaigns & Reg A & Crowdfunding raises.
Plus, you can sign up to join in curated, VIP Dinners.
A series of conversations about what’s working now to engage investors around investor relations campaigns & Reg A & Crowdfunding raises.
*Note: Roundtable & dinner applications will open 4 weeks before the event.
Orlando,
Florida
Event Venue
Hilton Lake Buena Vista
1900 E Buena Vista Dr.,
Lake Buena Vista, FL 32830
We're a family run business built on the "Greek Mother Networking Model"
Hi, my name is John Newtson. I host Financial Marketing Week and have been hosting FMS, Reaching Retail, Finance Influencers, and other events for over a decade.
We’ve built our events on the “Greek Mother Networking” model. I was raised by a Greek mom straight from the village. When anyone came to our home she would push food on them. Her top priority was taking care of guests and making sure they got anything they wanted.
When you’re at Financial Marketing Week you’re at our home. And we’re going to make sure you have anything you need.
Our goal is to feed you everything you need to make 2024 one of the best years your business has every had: introductions, information, insights, new contacts, friends, and colleagues.
You’ll often find my kids working with the event with me. I live in the Washington D.C. metro area.
The average annual cost to raise a kid here is estimated to be $28,785 PER YEAR.
Or $518,130 by the time they reach 18.
And I have three. We’re looking at $1.5 million.
Is it any wonder I’m putting them to work? Last year my oldest two killed it working the registration desk at another event I held. Now they’re graduating to the big leagues – FMW– and they’re bringing their little brother along to help.
Don’t be afraid to make them work!
But really, at any time during the event if you need something. Just ask. We got you.