We'd love to take this opportunity to meet with you. If you are interested in scheduling a meeting with our team, please contact us.
Let us introduce you to your peers in the online brokerage industry, setting us up for lively discussions throughout the event.
Start off your morning with a fun 5km (3mile) run through old Montreal! Participants will meet in the lobby at 6:30 am. This run is completely optional and all runners will receive a complimentary running gift.
Mike Foy, J.D. Power
Panel Session moderated by John See with panelists Theresa Carey, Som Seif, Rob Carrick and Keith Van Orden.
Within this panel, industry experts discuss the retail investor landscape, exploring both key trends within the North American market and opportunities for firms to deepen their client experience.
Presented by David Sypher
Panel session moderated by Bethany Baer with panelists Matt Wesche, Steve McGrath and Laurent Blanchard.
During this panel discussion, industry leaders will explore the evolution of web technology, and the effect this is having on both the algorithmic space and the experience of the investor.
Erik Johnson, Morningstar
Behavioral finance explains why investors fall prey to common problems like confirmation bias, overconfidence, and temporal myopia. Within this Keynote, you'll learn the newest techniques based on Morningstar’s Behavioral Insights Team, academic researchers we partner with, and the broader research community.
Presented by Kathryn St. John
Panel Session moderated by Jamie McClelland with panelists Jeff Beck, Michael Ellison and Greg Pepin.
This discussion explores how to change and monetize customer investing behaviours with more personalized data insights and data-driven communications, borrowing from the marketing paradigm. Or more simply, what’s working these days or in the future to influence target customer behaviours to ultimately deliver acquisition, engagement, advocacy and monetization goals. Net, this is about influencing customer behaviour to achieve business goals; not data analytics which is an enabler.
Join us for a night of good food and great company! The evening will begin with entertainment and drinks to toast the day followed by dinner,all at the acclaimed Suite 701.
For those who to dare to adventure!