Moving Forward Together
Trading Central's 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.
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 importance of UX and harnessing ETFs. 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.

Thank you to all who joined us in Montreal!

Montreal Program

  • 12:00
    Optional Customer Consultations
    Nelligan Meeting Rooms

    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.

  • 19:00
    Welcome Reception
    Nelligan Atrium

    Let us introduce you to your peers in the online brokerage industry, setting us up for lively discussions throughout the event.

  • 06:30
    Fun Run
    Old Montreal & Port

    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. 

  • 08:00
    Breakfast Buffet
    Méchant Boeuf
  • 09:00
    Opening Remarks
    Royal Ballroom
  • 09:15
    Evolution of the Financial Industry

    Mike Foy, J.D. Power

    Royal Ballroom
  • 10:00
    Market Trends: View from the critics and research community
    Royal Ballroom

    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. 

  • 10:50
    Coffee & Networking Break
    Méchant Boeuf
  • 11:20
    In the Labs @ Recognia

    Presented by David Sypher

    Royal Ballroom
  • 11:40
    Opportunities and Challenges of Web Transformation
    Royal Ballroom

    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.

  • 10:50
    12:30
    Lunch Buffet
    Méchant Boeuf
  • 14:00
    Latest Techniques in Behavioral Finance
    Royal Ballroom

    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.

  • 14:45
    In the Labs @ Recognia

    Presented by Kathryn St. John

    Royal Ballroom
  • 15:05
    Coffee & Networking Break
    Royal Ballroom
  • 15:35
    Achieving the Customer Behaviour Tipping Point
    Royal Ballroom

    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.

  • 16:25
    Closing Remarks
    Royal Ballroom
  • 18:00
    Reception & Dinner
    Brasserie 701

    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. 

  • 21:00
    Night Cap
    TBD

    For those who to dare to adventure! 

Meet the Speakers

Tom Sosnoff
Moderator
Tom Sosnoff
Founder & CEO
Jennifer Barrett
Speaker
Jennifer Barrett
Chief Education Officer & Grow Editor-in-Chief
Jeff Chiappetta
Speaker
Jeff Chiappetta
Vice President, Trading Services
Christine Zalzal
Speaker
Christine Zalzal
Vice President, Product, Sales Acquisition and Engagement Strategy, Global Online Brokerage
Kelli Keough
Panelist Moderator
Kelli Keough
Managing Director, Global Head of Digital Wealth Management
Mike Foy
Keynote Speaker
Mike Foy is responsible for developing research based solutions that drive measurable results for clients within the wealth management industry in North America.
Mike Foy
Senior Director at J.D. Power
Mike Foy is responsible for developing research based solutions that drive measurable results for clients within the wealth management industry in North America.
John See
Market Trends Moderator
John See is a passionate and visionary global business leader with an outstanding record of value creation.
John See
Vice Chair
John See is a passionate and visionary global business leader with an outstanding record of value creation.
Rob Carrick
Market Trends Panelist
Mr. Carrick has been writing about personal finance, business and economics for about 25 years
Rob Carrick
Commenter
Mr. Carrick has been writing about personal finance, business and economics for about 25 years
Theresa Carey
Market Trends Panelist
Theresa is the author of the Digital Investor column in Barron’s, and has been reviewing sites of interest to online investors since 1991.
Theresa Carey
Editor
Theresa is the author of the Digital Investor column in Barron’s, and has been reviewing sites of interest to online investors since 1991.
Michael Ellison
Keynote Speaker
Michael Ellison is a leader in customer experience research for financial services as well as healthcare and higher education.
Michael Ellison
President at Corporate Insight
Michael Ellison is a leader in customer experience research for financial services as well as healthcare and higher education.
Matt Wesche
Adapting to Change Panelist
Matt is responsible for the product lifecycle and customer experience for active trader products at E*TRADE.
Matt Wesche
Head of Active Trader
Matt is responsible for the product lifecycle and customer experience for active trader products at E*TRADE.
Kathryn St. John
Education Panelist
Kathryn's team pursues the integrated user-centered designs that create value, leveraging her background in technology & investing analytics.
Kathryn St. John
Senior Director of UX at Recognia
Kathryn's team pursues the integrated user-centered designs that create value, leveraging her background in technology & investing analytics.

Thank you to our sponsors

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