Online Broker Summit 2017

Montreal | October 11-13

Online Broker Summit X

We're headed back to the Windy City for our tenth edition of our Online Broker Summit. Mark your calendars for April 3-5, 2019 and prepare for another year of insightful discussion and networking! Agenda coming soon!

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insights from global leaders

Explore the highlights from presentations at previous Trading Central events, attended by leading online brokers such as Fidelity, Scottrade, Scotia iTrade, Merrill Edge, TD Canada,  BMO InvestorLine, Desjardins, National Bank, CIBC and more.

Read Industry Insights

Montreal 2017 Program
still available

Want to become better acquainted with our premium industry event? Take a look at the agenda, speakers and presentation highlights from our Montreal Edition!

View Montreal Program
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Chicago, USA
October 12-14, 2016
Moving Forward Together
Trading Central's Online Broker Events bring 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, our events spark discussion among senior leadership, who are mutual advocates and influencers for retail brokerage and for the interests of self-directed investors.
business session

The day includes three panel discussions and two keynote presentations, all featuring leaders within the investment industry.

industry Insights

 Explore topics such as emerging industry trends, the importance of being mobile ready or passive investing. Take a look at our 2017 Summit Key Findings.

quality networking

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

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© 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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