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 retail online brokerage 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.

Meet our 2020 Speakers:

Theresa has been reviewing sites of interest to online investors since 1991. She is the author of 23 detailed annual reviews of online brokers for Barron’s, analyzing 20-30 offerings at a time. ConsumerSearch has ranked her online broker industry analysis #1 in credibility in evaluating, testing and identifying the category’s best products and services.

Theresa Carey

Brokerage and Investing Expert
Investopedia
Josh Book is founder and CEO of Parameter Insights, a data, research and advisory services firm focused on delivering innovative, scientific and consumer driven insights at the intersection of digital and wealth management.

Josh Book

Founder & CEO
ParameterInsights
As the CEO of dough, the zero commission investing app with zero account minimums and filled with smart ideas, Victor looks to inspire the world to embrace an understanding of risk. Victor is an inspiring financial storyteller who has spent his entire finance career in service of retail investors. He spearheaded trading innovation initiatives in America and Asia and his market commentary and millennial investor analysis are featured on CNBC, The WallStreet Journal, and Barron’s.

Victor Jones

CEO
dough
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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

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    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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$95
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