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 reached it's 10th year and has become one of the industry's most anticipated events.
business session

The day includes three panel discussions and two 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 interact with like-minded professionals and develop contacts within the online broker space.

sponsors
Online Broker Events
Upcoming Events
Chicago, USA | April 2019

Online Broker Summit X

Past Events
Featured Speaker
News Archive

Meet our Chicago Speakers:

Catherine Allegra

Global Head
Markit Digital

Tom Sosnoff

Founder & Co-CEO
tastytrade

Kelli Keough

Managing Director, Global Head of Digital Wealth Management
JP Morgan Chase
View All
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

    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

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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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