Online Broker Summit 2017

Montreal | October 11-13

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Chicago, USA
October 12-14, 2016
Moving Forward Together
The Online Broker Summit brings together leaders and experts of the digital wealth industry to discuss emerging trends and to share experiences. Through a series of keynotes, diverse panel discussions and networking opportunities, the event sparks discussion among senior leadership, who are mutual advocates and influencers for retail brokerage and for the interests of self-directed investors. Hosted annually by Trading Central, the summit has become one of the industry's most anticipated events.
business session

Join us for panel discussions and keynote presentations, all featuring leaders within the financial industry.

industry Insights

Explore topics  such as emerging industry trends, the impact of digital advice and the importance of investor education. Take a look at the Key Findings from previous events.

quality networking

An array of opportunities to virtually interact with like-minded professionals and develop contacts within the online broker space.

Event Speakers

Steven Orr
Chief Strategy Officer
Money.net
Better known on Wall Street as BigBeat, Steven has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services. He has served on the board of American Blockchain and Cryptocurrency Association. He's passionate about delivering financial news and created the formats and styles that Money.net currently uses.
Steph Goldberg
Director of Marketing
Public.com
Steph works on brand awareness, positioning, and go-to-market strategy at Public, an investing platform that allows everyone to invest in stocks, ETFs, crypto, and alternative assets — all in one place. Her team obsesses over how both new audiences and Public's existing base of 3M+ members experience and perceive the brand throughout their journey, from top of funnel advertising to the in-app experience.
Brad Michelson
Head of U.S. Marketing
eToro
Brad Michelson runs the US marketing team at eToro, a global social trading platform with over 20 million global users. He is a digital marketer with over ten years of experience taking consumer FinTech and e-commerce brands to market.
Pavlos Evangelides
Head of Product
XM
With 10+ years of experience in building meaningful products for millions of users, Pavlos is passionate about customer research, human-centered design, and using goal frameworks to bring solutions to life. He currently leads the Product team at Trading Point as Head of Product Management, helping teams be better equipped to improve digital experiences for our customers.
Jerome Favresse
Chief Operating Officer
Trading Central
Jerome is a cross-asset strategist with over 15-years of investment banking experience, busy incubating new decision-support algos and AI. He specializes in Research & Strategy, Big Data, News and Sentiment Analytics. Jerome holds a Master of Science (MSc) from Bordeaux Management School in France.
Kathryn St. John
Senior Director of User Insights & Analytics
Trading Central
Kathryn has in-depth knowledge of software development, quant analytics and trading user experience amassed through startup days with Recognia. Kathryn's team continually transforms TC's products to deliver modern, engaging experiences; and helps brokers envision how to deliver actionable insights to their customers
sponsors
Online Broker Events
Past Events
Chicago, USA | April 2019

Online Broker Summit X

Featured Speaker
News Archive
Hosted by Trading Central

Successfully supporting investment decisions with awarded analyst research & patented pattern recognition since 1999.

Hosted by Trading Central

Successfully supporting investment decisions with awarded analyst research & patented pattern recognition since 1999.

© TRADING CENTRAL 2018
 To learn more about the TRADING CENTRAL Group, visit tradingcentral.com.

A unique conference

Robot and Human Interactive Communication.

Our topics

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16 speakers

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Our ideas

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Join us

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Our Speakers

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Read about all the Speakers

Be prepared and download our PDF whitepaper!

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Download now

The program

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  • 06:30
    Opening Remarks
    Length: 30 minutes

    Ken MacAskill
    CEO, Recognia
    Romain Gandon
    Managing Director and Co-Founder, TRADING CENTRAL
  • 09:30
    Investment Trends : Preview of Global Online Brokerage Survey
    Length: 45 minutes

    During this session, Investment Trends will provide insight into where the key global and regional market trends are heading, how traders’ needs are evolving, and what best practices can be learnt on a global scale and implemented locally.

    Pawel Rokicki
    Head of Research - UK, Investment Trends
  • 10:45
    Panel Discussion #1 - Emerging Trends
    Length: 45 minutes

    Industry experts will discuss the emerging trends in the Self Directed channel and how these may impact or shape the industry. Topics of exploration include shifting consumer preferences to digital, simplifying the investment experience, demographic behaviors (millennials vs. retirees), new entrants and product sets that could disrupt the competitive landscape.

    John See
    Vice Chairman, TD Wealth
  • 11:30
    Recognia In the Labs #1
    Length: 60 minutes

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    David Sypher
    VP Product Strategy, Recognia
  • 08:00
    Robot and Human Interactive Communication
    Length: 60 minutes

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    William Johnson
    Speaker
  • 11:00
    The possible use of robot interactive communication
    Length: 60 minutes

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    Tom River
    Speaker
  • 12:30
    Robot and Human Interactive Communication
    Length: 60 minutes

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    Robert Downey
    Speaker
  • 15:45
    How robot and human already find use in each other
    Length: 60 minutes

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    William Johnson
    Speaker
  • 08:00
    Robot and Human Interactive Communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    William Johnson
    Speaker
  • 11:00
    The possible use of robot interactive communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    Tom River
    Speaker
  • 12:30
    Robot and Human Interactive Communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    Robert Downey
    Speaker
  • 15:45
    How robot and human already find use in each other
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    William Johnson
    Speaker
  • 08:00
    Robot and Human Interactive Communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    William Johnson
    Speaker
  • 11:00
    The possible use of robot interactive communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    Tom River
    Speaker
  • 12:30
    Robot and Human Interactive Communication
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    Robert Downey
    Speaker
  • 15:45
    How robot and human already find use in each other
    Length: 60 minutes

    Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id.

    William Johnson
    Speaker

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