The venue

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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.
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.
Robert Kmec
Trading Solutions Regional Manager at Charles Schwab
Robert's expertise is in trading mechanics, trading strategies, and fundamental and technical analysis.
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.
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.
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.
Brett Calzada
Experience Design Group Director, TD AMERITRADE
Brett has been a relentless advocate for simplicity and usability-focused design for nearly 20 years.
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.
Tom Sosnoff
Founder & co-CEO of tastytrade
Tom's a recognized brokerage innovator, sought-after financial educator & tastytrade founder—the fastest growing online financial network.
Adam Hulnick
VP of UX Research at Corporate Insight
Adam is VP of UX Research at Corporate Insight, where he leads the user research practice for the competitive research and insights firm.
Michael Blomfield
CEO of Investment Trends
Michael has a successful history as a financial services executive, having headed brokerages, banking divisions & segment lines.
Amelia Young
Principal at Upside Consulting
Amelia founded Upside Consulting Group in 2006 to help investment firms translate strategy into action plans that produce results.
Eric Lennert
Chief Creative Officer at IHS Markit
Mr Lennert has overseen the progression of the online investing experience across a multitude of brands worldwide since 1998.
Rob Carrick
Commentator at The Globe and Mail
Mr. Carrick has been writing about personal finance, business and economics for close to 20 years.
Theresa Carey
Author of Digital Investor at Barron's
Theresa is the author of the Digital Investor column in Barron’s, and has been reviewing sites of interest to online investors since 1991.
Ronnie Jansson
Director of Data Science at Investopedia
Ronnie began as an astrophysics researcher with a PhD in physics from New York University & worked as a quantitative analyst on Wall Street.

The venue

The latest summit took place at theWit hotel in Chicago, inspiring us to reach new heights! 

What is the online broker summit

Hosted annually by Recognia and TRADING CENTRAL, the summit brings together the online broker community to discuss industry trends and share experiences, as advocates and influencers for healthy markets and for the interests of self-directed investors.

Discussion topics include:

The Options Experience, Simplifying Technical Analysis, Harnessing UX Design, Global Perspective and Big Data

  • Discussion topics includeD:
  • The Options Experience

  • Investor Trends: A view from the critics

  • UX Design to build client relationships

  • Global Perspective

  • Big Data

Get your ticket!
Chicago, USA
October 12-14, 2016