Next-Gen Investing

About this event

People have been investing in the stock market for more than a century. In fact, it has been one of the greatest creators of wealth in human history. Just as technology has dramatically accelerated change across nearly every industry, financial services is no different.

Since the 90s, “retail” investing—AKA when people invest directly, not through banks or professionals—has been steadily democratizing.

This talk is for educational purposes only. It is not intended to be investment advice. When it comes to conversations about the stock market, past performance does not guarantee future results. The opinions of guest panelists are their own. For more information, see

Topics covered

  • What has changed in financial services?
  • How do these changes impact intermediate investors?
  • Defining fractional investing and the role social media can play in strengthening financial literacy


Katie Perry

Katie Perry is VP of Marketing for Public makes the stock market social, inviting investors to share why they believe in companies and benefit from the collective wisdom of a transparent and constructive community.

Follow her on Public at