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 impact of digital advice and the importance of investor education. 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 jersey.
By Alain Pellier, CEO of Trading Central
Panel moderated by John See (Board Chair, TD), alongside panelists Rob Carrick (Columnist, The Globe and Mail), Theresa Carey (Editor, Investopedia) and Mike Foy (Senior Director, Wealth Management at J.D. Power).
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.
Panel moderated by:
John See, Board Chair at TD Direct Investing
With panelists:
Rob Carrick, Columnist at Globe and Mail
Theresa Carey, Editor at Investopedia
Mike Foy, Senior Director, Wealth Management Practice at J.D. Power
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, Senior Director of User Experience at Trading Central
Panel moderated by Tom Sosnoff (Co-CEO, tastytrade), alongside panelists Christine Zalzal (Vice President, Scotia iTRADE), Jeff Chiappetta (Vice President of Trading Services, Schwab) and Jennifer Barrett (Chief Education Officer, 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 new 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 Sean McDermott, Director of Brokerage Research at Corporate Insight
Presented by Gary Christie, Head of North American Research at Trading Central
Panel moderated by Kelli Keough (Global Head of Digital Wealth Management, JP Morgan), alongside panelists Silvio Stroescu (President, BMO InvestorLine) and Matt Wesche (Vice President of Product, E*TRADE).
What happens to the role and offerings of online brokerage firms as the consumer and technology landscape changes? Fintech firms are driving a simpler investing experience and new participants are playing in the areas of digital advice and supporting investing decisions. We see an emergence of new social-mobile media and growing interoperability between applications. With this panel, Kelli Keough explores different roles that firms can play toward a holistic view of a retail investor's wealth, and how to monetize this to deliver new value for the active investor versus more broadly across the spectrum of wealth management and financial services.
Presented by Jérôme Favresse, Managing Director at TC Labs
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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