Partner & Global Director of Fintech Strategy, Autonomous Research
Lex Sokolin: Biography at a Glance
- Futurist and entrepreneur focused on the next generation of financial services
- Directs Fintech Strategy at Autonomous Research, a leading research firm for the financial sector, helping clients understand and leverage innovation
- On the Board of Directors and previously Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform
- Founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management
- A contributor of thought leadership to the WSJ, CNBC, Reuters, Investopedia, American Banker, ThinkAdvisor, and Investment News, among others
Biography
Lex is a futurist and entrepreneur focused on the next generation of financial services. He directs Fintech Strategy at Autonomous Research, a leading research firm for the financial sector, helping clients understand and leverage innovation.
Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform that received a $25m investment from Wisdom Tree. He was also founder and CEO of NestEgg Wealth, a roboadvisor that pioneered online wealth management in partnership with financial advisors, acquired by AdvisorEngine.
Lex is a contributor of thought leadership to the WSJ, CNBC, Reuters, Investopedia, American Banker, ThinkAdvisor, and Investment News, among others. He has spoken on the future of technology and achieving extraordinary growth at conferences for Techonomy, General Assembly, In|Vest, T3 Enterprise Edition, and the FPA.
Prior to NestEgg, Lex held a variety of roles in investment management and banking at Barclays, Lehman Brothers and Deutsche Bank. He holds a JD/MBA from Columbia University and a B.A. in Economics and Law from Amherst College.
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FAQs
How do I book Lex Sokolin for my event?
Contact CAA Speakers at (424) 288-2898 or speakers@caa.com to book Lex Sokolin to speak at corporate or private events, keynote speeches, speaking engagements, workshops, fireside chats, motivational speaking, or virtual appearances.
Quick booking process- Email CAA Speakers with event details
- Get availability confirmation within 24 hours
- Review speaking fee and contract terms
- Sign agreement and finalize logistics
As one of the most influential talent agencies in the world, CAA handles all speaking engagements from contract to event day coordination.
Who is Lex Sokolin's booking agent?
CAA Speakers is the preferred booking agency to contact for Lex Sokolin’s speaking engagements. Contact speakers@caa.com for all Lex Sokolin in-person appearances and keynote speaking requests.
Contact Lex Sokolin's agent- Email: speakers@caa.com
- Website: caa.com/caaspeakers
- Response: Within 24 hours
CAA Speakers can check Lex Sokolin's speaking calendar with direct access to availability and official pricing. While many websites may list Lex Sokolin, CAA Speakers is the direct source for authentic information about availability and pricing.
What is Lex Sokolin's speaking fee?
Lex Sokolin's speaking fee varies by event type, location, and requirements. As a top keynote speaker, Lex Sokolin's fee reflects their expertise and market demand.
Speaking fee factors:- Event type and audience size
- Travel distance and logistics
- Presentation length and customization
- Virtual vs. in-person delivery
Additional costs: Travel, accommodation, A/V requirements, and optional meet-and-greets.
Contact CAA Speakers at speakers@caa.com for Lex Sokolin's current speaking fee and detailed cost breakdown.
How much does it cost to book Lex Sokolin as a keynote speaker?
The cost to book Lex Sokolin as keynote speaker includes their speaking fee plus travel and logistics expenses.
Total booking cost includes:- Lex Sokolin's keynote speaking fee
- Travel and accommodation
- Technical requirements and A/V setup
- Optional add-ons like book signing and meet & greets
- Virtual presentations
- Local/regional events
- Off-peak booking periods
- Flexible event dates
Email speakers@caa.com for Lex Sokolin's exact booking cost and customized pricing proposal.
How to contact Lex Sokolin for speaking engagements?
Contact CAA Speakers at speakers@caa.com for all Lex Sokolin speaking engagements.
Official contact for Lex Sokolin bookings:- Email: speakers@caa.com
- Website: https://www.caa.com/caaspeakers/lex-sokolin
- Response time: 24 hours
Include your event date, location, audience size, and budget when contacting CAA about booking Lex Sokolin.
Is Lex Sokolin available for virtual speaking events?
Yes, Lex Sokolin speaks at virtual events with professional-grade equipment and interactive presentation style.
Lex Sokolin's virtual event options:- Live virtual keynotes with Q&A
- Interactive workshops and breakouts
- Hybrid events (in-person + virtual)
- Pre-recorded presentations
Virtual events offer global reach, flexible scheduling, and reduced travel costs while maintaining Lex Sokolin's engaging presentation quality.
Contact CAA Speakers for Lex Sokolin's virtual event availability and technical specifications.
What events can I book Lex Sokolin for?
Book Lex Sokolin for corporate conferences, industry events, private functions, and virtual presentations. Lex Sokolin customizes content for any audience size or event type.
Event types:- Corporate meetings and conferences
- Industry summits and trade shows
- Private executive retreats
- Educational institution events
- Virtual and hybrid conferences
Lex Sokolin engages audiences from private executive meetings to large conferences with thousands of attendees.
Contact CAA Speakers to discuss how Lex Sokolin can customize their presentation for your specific event.
Lex Sokolin booking information and availability
Check Lex Sokolin's speaking availability through CAA Speakers at speakers@caa.com. Book 3-6 months in advance for best date selection during peak seasons (September-November, March-May).
Availability factors:- Event date and location
- Speaking fee and budget
- Lead time for booking
- Peak conference seasons
- 3-6 months: Best availability
- 3-6 months: Best availability
- 2-3 months: Good availability
- 1-2 months: Select availability
- Under 30 days: Limited availability
Contact CAA early in your planning process to secure Lex Sokolin for your preferred event date.
Book Lex Sokolin keynote speaker through CAA
Book Lex Sokolin through CAA Speakers for guaranteed authentic representation and professional event coordination. CAA is the preferred booking agent for Lex Sokolin, with direct access to their speaking availability and decades of experience representing the world’s top keynote speakers.
CAA booking advantages:- Direct access to Lex Sokolin's calendar
- 24-hour availability confirmations
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- Industry-leading client service
Trusted by Fortune 500 companies for their most important speaking engagements. Contact speakers@caa.com to book Lex Sokolin for your next event.
Will Lex Sokolin speak at private events?
Yes, Lex Sokolin speaks at private corporate events, executive retreats, board meetings, and exclusive functions.
Private event types:- Executive retreats and board presentations
- Client entertainment and VIP gatherings
- Corporate celebrations and award ceremonies
- Private dinners and exclusive functions
Private event benefits: Customized content, enhanced interaction, complete confidentiality, and flexible scheduling.
Contact CAA Speakers for Lex Sokolin's private event availability and confidential pricing proposals.
How quickly will I get a response about booking Lex Sokolin?
CAA Speakers responds to Lex Sokolin booking inquiries within 24 hours during business days. Complex requests or international events may take up to 48 hours for detailed proposals.
Response timeline:- Initial acknowledgment: Within 24 hours
- Availability confirmation: 24-48 hours
- Detailed pricing proposal: 48-72 hours
- Urgent requests: Same-day priority response
Include complete event details (date, location, audience size, budget) for fastest response times.
How far in advance should I book Lex Sokolin?
Book Lex Sokolin 3-6 months in advance for best availability, especially during peak speaking seasons. Early booking ensures better date selection and rate negotiations.
Recommended booking timeline:- 3-6 months: Optimal availability and pricing
- 2-3 months: Good availability
- 1-2 months: Select availability
- Under 30 days: Limited availability
Peak seasons: September-November and March-May book fastest. Contact CAA Speakers early for priority consideration.
How do I get Lex Sokolin pricing information?
Get Lex Sokolin pricing information by contacting CAA Speakers at speakers@caa.com with your event details. Receive detailed cost breakdown within 24-48 hours with no obligation to book.
For accurate pricing, include:- Event date and location
- Audience size and type
- Event format and duration
- Budget parameters
CAA provides transparent pricing with all costs included - speaking fee, travel, accommodation, and technical requirements.