The day includes three panel discussions and two keynote presentations, all featuring leaders within the financial industry.
Explore topics such as emerging industry trends, the importance of UX and harnessing ETFs. Take a look at the Key Findings from previous events.
An array of opportunities to interact with like-minded professionals and develop contacts within the online broker space.
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 Chicago's beautiful Gold Coast area! Participants will meet in the lobby at 6:30 am. This run is completely optional and all runners will receive a complimentary running gift.
By Alain Pellier, CEO of Trading Central
Panel moderated by John See alongside panelists Rob Carrick, Theresa Carey and Mike Foy.
Industry experts discuss the retail investor landscape, exploring key trends in the market as well as the forces shaping the online offerings of retail brokers now and in the future.
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 Kathryn St. John
Panel moderated by Tom Sosnoff (tastytrade), alongside panelists Christine Zalzal (Scotia), Jeff Chiappetta (Schwab) and Jennifer Barrett (Acorns).
New investors are flocking to online platforms in droves, driven by their interest in exciting topics such as crypto, big tech and weed. An effective education program is key to sustaining these accounts, ensuring they're aware of the foundations essential to a positive DIY investing experience such as analysis, diversification, position sizing and risk management. In this panel, we'll discuss effective ways to influence learning beyond formal programs, such as mobile outreach, learning at the point of need, micro-credits, feature adoption programs and more.
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.
Presented by Gary Christie
Panel moderated by Kelli Keough (JP Morgan), alongside panelists Silvio Stroescu (BMO) and Matt Wesche (E*TRADE).
Presented by Jérôme Favresse
By Romain Gandon, Managing Director at Trading Central
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 recently opened Truluck's restaurant.
For those who to dare to adventure!
Fuel up before your travels!
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.
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