Online Broker Summit 2017

Montreal | October 11-13

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online broker summit.

Thank you montreal

Leaders of the Online Brokerage industry met at the Nelligan Hotel in Old Montreal for a day of insightful discussion. Stay tuned for the key findings from the panel sessions and keynotes!

View Speaker Lineup

insights from global leaders

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

Industry Insights

Meet the Summit's Annual hosts

For nearly 20 years, Trading Central has set the standard for market research, pattern recognition and financial commentary since 1999. Learn more about the company here.

Montreal Agenda Still Available!

Couldn't make it? Our agenda is still available! Take a look at the keynote and panel topics at our Summit held on October 12th, 2017!

View Program

Thank you to our sponsors!

Meet the companies who helped make this year's event possible.
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Chicago, USA
theWit Hotel  •  Reserved Rooms
October 12-14, 2016
iCalendar  •  Google Calendar  •  Outlook
Moving Forward Together
Trading Central's Online Broker Events 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, our events spark discussion among senior leadership, who are mutual advocates and influencers for retail brokerage and for the interests of self-directed investors.
expert keynotes
industry INSIGHTS
quality networking
sponsors
Recent Events
London, UK

Executive Roundtable

Montreal, Canada

Online Broker Summit 

Sydney, Australia

CEO Luncheon

Chicago, USA

Online Broker Summit

Featured Speaker
News Archive
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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Jamie McClelland
Financial/Digital CMO Consultant

Jamie helps businesses with digital transformation, customer experience and global expansion to delight customers and grow P&L’s.

Jamie McClelland
Financial/Digital CMO Consultant
Matt Wesche
Director of Product at OptionsHouse

Prior to joining OptionsHouse in 2014, Matt worked at Scottrade and AIG in a variety of product, strategy, and guidance roles.

Matt Wesche
Director of Product at OptionsHouse
Robert Kmec
Trading Solutions Regional Manager at Charles Schwab

Robert's expertise is in trading mechanics, trading strategies, and fundamental and technical analysis.

Robert Kmec
Trading Solutions Regional Manager at Charles Schwab
Ryan Szakacs
Vice President of iShares Capital Markets at BlackRock

A proven leader of cultivating strong relationships with both retail and institutional clients along with the broker dealer community.

Ryan Szakacs
Vice President of iShares Capital Markets at BlackRock
Andrew Turnbull
Managing Director at CIBC Investor's Edge

Experienced strategist and business transformation leader recognized for driving growth and value creation in global financial institutions.

Andrew Turnbull
Managing Director at CIBC Investor's Edge
John Carter
Founder of SimplerTrading

John is the founder of SimplerTrading, author of the Mastering The Trade and writes daily on the economy, markets & trading opportunities.

John Carter
Founder of SimplerTrading
Brett Calzada
Experience Design Group Director, TD AMERITRADE

Brett has been a relentless advocate for simplicity and usability-focused design for nearly 20 years.

Brett Calzada
Experience Design Group Director, TD AMERITRADE
Patty Schuler
VP of Business Development at BOX Options Exchange

Patty has amassed 30 years’ experience within the exchange industry. She is an active member of a variety of options and trader committees.

Patty Schuler
VP of Business Development at BOX Options Exchange
Read about all the Speakers

Be prepared and download our PDF whitepaper!

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Download now

The program

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Tuesday
18-11-2015
Wednesday
20-09-2015
Thursday
21-09-2015
Friday
22-09-2015
  • 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

    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

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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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About the conference

Hosted annually by Recognia and TRADING CENTRAL, the Retail Broker Summit brings together the leaders and experts of the retail online brokerage space to share their experiences and discuss what's happening in the industry today.

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