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

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

Insights from Global Leaders

Explore the highlights from presentations and discussions at previous Trading Central events, attended by the world's leading online brokers.

Insights from Global Leaders

Explore the highlights from presentations and discussions at previous Trading Central events, attended by the world's leading online brokers.

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.

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

Feature Speaker

Pawel leverages his 15 years as analyst and statistician to deliver insights to C-level executives in the UK, Europe, US, Canada and Australia.

Mr. Rokicki joins the summit this year to contribute key insights from Investment Trends’ Annual Global Survey. Mr. Rokicki has been involved with Investment Trends research projects since 2004 and currently leads their global suite of stockbroking and leveraged trading reports. His area of focus includes Exchange Traded Funds, Contracts for Difference and Foreign Exchange. Pawel holds a Masters of Economics from the Warsaw School of Economics.

Learn more

Register now!

Be part of this amazing conference and get your tickets.

$65

Early bird

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$95

Standard

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$115

Exclusive

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Also check out our cool extras

Online Broker Summit 2017

Montreal | October 11-13

View the Program

Event Speakers

Online Broker Summit X

Executive Roundtable

Online Broker Summit

CEO Luncheon

Online Broker Summit

Explore the highlights from presentations and discussions at previous Trading Central events, attended by the world's leading online brokers.

Explore the highlights from presentations and discussions at previous Trading Central events, attended by the world's leading online brokers.

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

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

A unique conference

Robot and Human Interactive Communication.

Our Speakers

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra.

Be prepared and download our PDF whitepaper!

The program

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra.

Feature Speaker

Pawel leverages his 15 years as analyst and statistician to deliver insights to C-level executives in the UK, Europe, US, Canada and Australia.

Register now!

Be part of this amazing conference and get your tickets.