Summit Program 2020

Victor Jones

Panelist: Re-Imagining the Brokerage Experience

Victor Jones

CEO

Josh Book

Keynote Speaker

Josh Book is founder and CEO of Parameter Insights, a data, research and advisory services firm focused on delivering innovative, scientific and consumer driven insights at the intersection of digital and wealth management.

Josh Book

Founder & CEO

Josh Book is founder and CEO of Parameter Insights, a data, research and advisory services firm focused on delivering innovative, scientific and consumer driven insights at the intersection of digital and wealth management.

Duncan Campbell

Master of Ceremonies

Duncan oversees the continual growth of TC’s role in the investing process across various industry segments and partnership channels in the Americas. He harbors a robust experience in industry analytics and investment research and maintains an in-depth knowledge of institutional, professional and retail investment landscapes and respective business challenges.

Duncan Campbell

Licensing Director, Americas

Duncan oversees the continual growth of TC’s role in the investing process across various industry segments and partnership channels in the Americas. He harbors a robust experience in industry analytics and investment research and maintains an in-depth knowledge of institutional, professional and retail investment landscapes and respective business challenges.

Sunayna Tuteja

Panelist

At TD Ameritrade, Sunayna leads an entrepreneurial “tiger team” with a mission to build the next generation of products, experiences and business models to break down barriers to investing and empower more people for financial success, via the ecosystems they use every day

Sunayna Tuteja

Head of Strategic Partnerships & Emerging Technologies

At TD Ameritrade, Sunayna leads an entrepreneurial “tiger team” with a mission to build the next generation of products, experiences and business models to break down barriers to investing and empower more people for financial success, via the ecosystems they use every day

Jerome Favresse

Demo Presentor

Jerome heads up TC Labs studio in Nice, France, incubating new decision support algos and AI. A Cross-Asset strategist with over 15-years investment banking experience, Jerome has been regularly ranked in the Top 3 team in Derivatives Research in the world at a number of premier financial institutions.

Jerome Favresse

Managing Director

Jerome heads up TC Labs studio in Nice, France, incubating new decision support algos and AI. A Cross-Asset strategist with over 15-years investment banking experience, Jerome has been regularly ranked in the Top 3 team in Derivatives Research in the world at a number of premier financial institutions.

Sudev Balakrishnan

Panelist

Sudev is responsible for leading product strategy, execution, product design and user research functions. Prior to joining STASH, Sudev served as Senior Vice President Product and a member of the executive team at Grubhub Inc. Before Grubhub, Sudev served as vice president of product for XO Group’s commerce and registry business.

Sudev Balakrishnan

Chief Product Officer

Sudev is responsible for leading product strategy, execution, product design and user research functions. Prior to joining STASH, Sudev served as Senior Vice President Product and a member of the executive team at Grubhub Inc. Before Grubhub, Sudev served as vice president of product for XO Group’s commerce and registry business.

Jo Lambert

Panelist

Jo brings over 20 years of experience in FinTech to Verizon Media, where she is responsible for the strategy and operations of various brands including Yahoo Finance, TechCrunch, Engadget, Autoblog, and #BUILTBYGIRLS. She is developing differentiated products and content through numerous channels within mobile, web, and OTT including live video and premium subscriptions services.

Jo Lambert

General Manager

Jo brings over 20 years of experience in FinTech to Verizon Media, where she is responsible for the strategy and operations of various brands including Yahoo Finance, TechCrunch, Engadget, Autoblog, and #BUILTBYGIRLS. She is developing differentiated products and content through numerous channels within mobile, web, and OTT including live video and premium subscriptions services.

Catherine Allegra

Panelist

Catherine co-founded Wall Street On Demand in 1991, and has led Markit Digital as Chief Learning Officer, Chief Operating Officer, and most recently as Global Head. Her passion is creating collaborative, innovative cultures, developing leaders and listening to her clients to develop products and services that exceed their expectations.

Catherine Allegra

Founder and Global Head of Markit Digital

Catherine co-founded Wall Street On Demand in 1991, and has led Markit Digital as Chief Learning Officer, Chief Operating Officer, and most recently as Global Head. Her passion is creating collaborative, innovative cultures, developing leaders and listening to her clients to develop products and services that exceed their expectations.

William Trout

Keynote

William's research centers on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, emerging investment tools and wealth management platform technology.

William Trout

Head of Wealth Management Research

William's research centers on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, emerging investment tools and wealth management platform technology.

Gary Christie

Product Demonstration

Gary has over 15 years in financial markets, serving as an equity & derivatives specialist and research analyst. Gary is regularly quoted in Bloomberg News, conducts many education and market outlook webinars for investment institutions all over the world and has been a guest speaker at the New York Traders Expo.

Gary Christie

Head of North American Research

Gary has over 15 years in financial markets, serving as an equity & derivatives specialist and research analyst. Gary is regularly quoted in Bloomberg News, conducts many education and market outlook webinars for investment institutions all over the world and has been a guest speaker at the New York Traders Expo.

Andrew Dodenhoff

Panelist

Andrew is an accomplished sales and business leader with 14 years of proven strategic national sales and talent development experience with a focus in consumer/digital wealth management products and services.

Andrew Dodenhoff

Director of Strategy, Self-Directed

Andrew is an accomplished sales and business leader with 14 years of proven strategic national sales and talent development experience with a focus in consumer/digital wealth management products and services.

Sean McDermott

Keynote

Sean joined Corporate Insight in July 2013 and leads the firm’s digital advice- and brokerage-focused syndicated research services. Additionally, he oversees custom research engagements for CI’s brokerage industry clients with a focus on digital customer experience, product marketing/ positioning and technology issues.

Sean McDermott

Director of Brokerage Research

Sean joined Corporate Insight in July 2013 and leads the firm’s digital advice- and brokerage-focused syndicated research services. Additionally, he oversees custom research engagements for CI’s brokerage industry clients with a focus on digital customer experience, product marketing/ positioning and technology issues.

Brett McDonald, CFA

Keynote

Brett currently leads fintech research working with firms from the financial services, startup and asset management arenas. He joined the firm in 2013 as a member of the distribution research group and is recognized for his knowledge of direct distribution channels, digital strategy and the emerging fintech ecosystem.

Brett McDonald, CFA

Senior Consultant

Brett currently leads fintech research working with firms from the financial services, startup and asset management arenas. He joined the firm in 2013 as a member of the distribution research group and is recognized for his knowledge of direct distribution channels, digital strategy and the emerging fintech ecosystem.

Tom Sosnoff

Moderator

Tom is a recognized online brokerage innovator and sought-after financial educator. He is a true visionary and serial entrepreneur who co-founded thinkorswim in 1999, tastytrade in 2011 and newly launched tastyworks in 2017. Leveraging over 20 years of experience, Tom pursued a vision to educate retail investors in options trading and to build a superior software platform.

Tom Sosnoff

Founder & Co-CEO

Tom is a recognized online brokerage innovator and sought-after financial educator. He is a true visionary and serial entrepreneur who co-founded thinkorswim in 1999, tastytrade in 2011 and newly launched tastyworks in 2017. Leveraging over 20 years of experience, Tom pursued a vision to educate retail investors in options trading and to build a superior software platform.

Jennifer Barrett

Speaker

Jennifer is a financial literacy advocate, digital content strategist and award-winning financial journalist with more than a decade of management experience. At Acorns, she runs the education product line, which includes onboarding, product and financial education, as well as overseeing the external-facing site, Grow.

Jennifer Barrett

Chief Education Officer

Jennifer is a financial literacy advocate, digital content strategist and award-winning financial journalist with more than a decade of management experience. At Acorns, she runs the education product line, which includes onboarding, product and financial education, as well as overseeing the external-facing site, Grow.

Jeff Chiappetta

Panelist

Jeff oversees the team responsible for driving superior end-to-end experiences, rooted in innovation, for Trading Services clients. He has held a number of different roles over the last 24 years with a focus on trading and derivatives.

Jeff Chiappetta

Vice President, Trading Services

Jeff oversees the team responsible for driving superior end-to-end experiences, rooted in innovation, for Trading Services clients. He has held a number of different roles over the last 24 years with a focus on trading and derivatives.

Christine Zalzal

Speaker

With over 25 years of marketing and creating new financial services products for leading Canadian financial institutions, Christine continues to promote innovation in the marketplace that creates a unique and competitive position.

Christine Zalzal

Vice President, Product, Sales Acquisition and Engagement Strategy

With over 25 years of marketing and creating new financial services products for leading Canadian financial institutions, Christine continues to promote innovation in the marketplace that creates a unique and competitive position.

Kelli Keough

Moderator

Kelli is responsible for designing and executing a digital strategy that is integrated into all aspects of the Wealth Management business, creating the opportunity for clients to invest digitally and complementing the personal service of the firm’s advisors.

Kelli Keough

Managing Director, Global Head of Digital Wealth Management

Kelli is responsible for designing and executing a digital strategy that is integrated into all aspects of the Wealth Management business, creating the opportunity for clients to invest digitally and complementing the personal service of the firm’s advisors.

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, Wealth Management Practice

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. An early participant in the commercial exploration of the internet, Mr. See built and oversaw the most successful online brokerage business in Canada which continues to as a market leader and remains the most profitable wealth franchise in the country.

John See

Vice Chair

John See is a passionate and visionary global business leader with an outstanding record of value creation. An early participant in the commercial exploration of the internet, Mr. See built and oversaw the most successful online brokerage business in Canada which continues to as a market leader and remains the most profitable wealth franchise in the country.

Rob Carrick

Market Trends Panelist

Rob has been writing about personal finance, business and economics for over 25 years. He joined The Globe and Mail in late 1996 as an investment reporter and has been a personal finance columnist since November 1998. Rob’s personal finance column appears twice a week in The Globe, and his Portfolio Strategy column for investors appears twice monthly on Saturday.

Rob Carrick

Commentator

Rob has been writing about personal finance, business and economics for over 25 years. He joined The Globe and Mail in late 1996 as an investment reporter and has been a personal finance columnist since November 1998. Rob’s personal finance column appears twice a week in The Globe, and his Portfolio Strategy column for investors appears twice monthly on Saturday.

Theresa Carey

Moderator of Panel Session: Re-Imagining the Brokerage Experience

Theresa has been reviewing sites of interest to online investors since 1991. She is the author of 23 detailed annual reviews of online brokers for Barron’s, analyzing 20-30 offerings at a time. ConsumerSearch has ranked her online broker industry analysis #1 in credibility in evaluating, testing and identifying the category’s best products and services.

Theresa Carey

Brokerage and Investing Expert

Theresa has been reviewing sites of interest to online investors since 1991. She is the author of 23 detailed annual reviews of online brokers for Barron’s, analyzing 20-30 offerings at a time. ConsumerSearch has ranked her online broker industry analysis #1 in credibility in evaluating, testing and identifying the category’s best products and services.

Matt Wesche

Adapting to Change Panelist

Matt is responsible for the product lifecycle and customer experience for active trader products at E*TRADE. Prior to joining E*TRADE in 2016, Matt worked for OptionsHouse (acquired by E*TRADE) and Scottrade in a variety of product and strategy roles. He holds FINRA Series 7 and 66 registrations.

Matt Wesche

Vice President, Product Management

Matt is responsible for the product lifecycle and customer experience for active trader products at E*TRADE. Prior to joining E*TRADE in 2016, Matt worked for OptionsHouse (acquired by E*TRADE) and Scottrade in a variety of product and strategy roles. He holds FINRA Series 7 and 66 registrations.

Kathryn St. John

Product Demonstration

Kathryn’s team is transforming TC’s awarded product suite to deliver modern, engaging experiences. With in-depth knowledge of software development, quant analytics and trading user experience, Kathryn helps online brokers envision how to deliver actionable insights to their customers in the moments that matter.

Kathryn St. John

Senior Director of UX

Kathryn’s team is transforming TC’s awarded product suite to deliver modern, engaging experiences. With in-depth knowledge of software development, quant analytics and trading user experience, Kathryn helps online brokers envision how to deliver actionable insights to their customers in the moments that matter.

Virtual Program

Meet this year's speakers

Theresa Carey

Josh Book

Victor Jones

Meet the Speakers

Thank you to our sponsors

Virtual Breakout Rooms