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The future of investment is now.
Exceptional & Rich Investing
A new era of investment
Today we are living at a turning point in investment history. You no longer need to be a financial guru or spend hours in front of charts. We can use technology to put capital to work as smartly as we've worked for it.
Our event is about more than just investment returns. It's about freedom. Freedom to use your time and energy for what really matters, while a self-sustaining system builds your financial future.
AI-Powered
Investment Intelligence
Who is this event for?
Professional investors
Who want to go beyond traditional passive investments and achieve superior results.
Financial consultants
Seeks solutions for high net worth clients.
Technology and AI enthusiasts
Who believe in the future of smart and automated investments.
Entrepreneurs
Who want their business and their money to grow in tandem, using automated systems.
Managers and executives
People looking for efficient solutions to manage their assets without wasting valuable time.
Wealth managers
Who want to offer clients innovative investment solutions.
This event is redefining the approach to markets, combining the mindset of a top leader with the power of automation to deliver exceptional and profitable results.
Pillars of the Event
An exploration in 3 acts - This program looks at passive investments, risks and the role of AI in smart decisions.
End of the Index Era?
Why index funds deserve a closer look
We debunk the myth of index 'safety', showing how concentrating in a few companies hurts returns and why diversification doesn't always work.
Workshop: Mapping risk and diversification in indexes.
Exceptional & Rich (E&R)
Learning from alternative approaches
Discover the invisible forces of markets and learn to turn them to your advantage by exploring an alternative indexing framework and rules-based design.
Workshop: Designing an alternative indexing strategy.
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A Learning Companion for the Golden Age of Investing
We explore the role of AI and intelligent systems in investing, learning the difference between automation and augmentation.
Workshop: Classification and evaluation of index funds with augmented systems.
Why should you take part?
Uncover hidden biases
In Session 1 you will learn how to identify unnoticed risks in index funds and understand what 'safety' really means in financial markets.
Explore alternative approaches
In Session 2 you will examine alternative indexing strategies and see how they would have performed against market standards.
Learn to use AI
In Session 3 you will discover how augmented systems can expand your learning and investment decision-making capabilities.
Our aim is to develop your awareness and critical thinking to understand today's complex markets.
Event Speakers
Mukul Pal
Mukul Pal has spent 25 years developing quantitative investment strategies. With two master's degrees (finance and statistics) and CMT/CAIA qualifications, his contributions have been recognized by MIT and at conferences such as Princeton-Chicago.
Cristian Fertea
Leadership strategist and business consultant with over two decades of experience. Founder of Top Club and the Success Academy, Cristian builds educational and networking platforms that develop leaders.
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Program and Details
Automated Investments
București
27 octombrie 2025
Bursa de Valori București
Șoseaua Nicolae Titulescu nr. 4–8
Etaj 1, Aripa de Est
Clădirea America House
București 011141, România
Iași
28 octombrie 2025
Camera de Comerț și Industrie Iași
Bulevardul Carol I nr. 27
Iași 700505, România
Cluj-Napoca
29 octombrie 2025
Hotel Beyfin
Piața Avram Iancu nr. 3
Cluj-Napoca 400098, România
Time: 15:00 - 20:00 in each location
Our aim is to help you build a financially independent future. Ready to take the leap? Secure your place now!
Book your place at the Event
Register Now!
The program is presented in English, with support also available in Romanian - participants just need to be comfortable with the fact that the presentation is in English.