Digital Wealth Summit

Chicago, USA   |   May 24-26, 2023

Register NowWatch the Live Stream

Moving forward

Originally launched as the “Online Broker Summit” in 2008, our now hybrid line-up is amongst the industry’s most anticipated events for its ability to spark insightful dialogue that moves the industry forward. The events brings industry leaders together to discuss emerging trends, share experiences and decompress the latest research.
  • 12:00
    Private Consultations (Optional)
    Viceroy Hotel 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 indicate this during the registration process.

  • xx:xx
    Casual Costumer Event

    Nearby activity like bowling or pool with drinks for late afternoon/early evening

  • 19:00
    Networking Reception
    Hosted by Trading Central

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

  • 06:00
    Fun Run
    Gold Coast Area

    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 cap. 

  • 07:00
    Breakfast Buffet
    Lakeview Terrace

    Fuel up for an action-packed day of insightful dialogue.

    Hosted by Trading Central
  • 09:00
    Welcome & Opening Remarks
    Alain Pellier, CEO of Trading Central
    Hosted by Trading Central
  • 09:10
    Keynote: The Experience is the Brand  
    Amit Aggarwal, JD Power
    Hosted by Trading Central

    Digital is no longer simply a channel.  As our interactions with companies become increasingly digitally-oriented, every click, every screen load, and every alert reflects on the promise of those brands.  In this landscape, getting "digital" right evolves from a tactical approach to a strategic imperative.

    In this presentation, we will examine the current state of wealth management's digital experience, showcase top performers, and discuss macro trends to consider for delivering exceptional digital experiences. Our insights are informed by data from the new J.D. Power Wealth Digital Experience Study, which surveyed thousands of individual investors in the U.S. and Canada.

  • 9:45
    Panel: Market Trends

    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.

    Moderated by
    Theresa Carey (CareyOnInvesting)
    with panelists
    Rob Carrick (The Globe and Mail)
    Steven Orr (
    Kyle Braden (iShares by BlackRock)
    Renee Spampinato (Markit Digital)
    Hosted by Trading Central

    Moderator: Caleb Silver, Investopedia


    • NerdWallet - Stephanie
    • Anthony Denier, Webull- Sergio
    • Steve, - Sergio
    • Benzinga - Kasia
    • Yahoo Finance - Umair - Stephanie

    Backup speakers:

    • Lule, Etoro
    • Moomoo
    • The Street
    • Rob Carrick, Globe and Mail- Kasia
  • 10:30
    Coffee & Networking Break
    Hosted by Trading Central
  • 10:55
    Behind the Curtain at TC
    Jerome Favresse, COO of Trading Central
    Hosted by Trading Central
  • 11:15
    Panel: Digital Disruption in Wealth

    Today's investing landscape is evolving rapidly. AI and UX have become key to achieving customer satisfaction, engagement and competitive advantage, while previously siloed financial services like banking, investing, robo and advice have begun to converge. How can today's brokerages offer a seamless and holistic experience that supports investors across their entire wealth-building journey?

    Moderated by
    John See
    with panelists
    Christine Zalzal (Aviso Wealth)
    Chris Larkin (E*TRADE)
    Brandon Krieg (STASH)
    Steve Quirk (Robinhood)
    Michael Milani (Mondeum Capital)
    Hosted by Trading Central
    • Price models: What is the fate of commision-free trading and is monthly subscription charges a new pricing model contender?
    • Convergence of business models: brokerage, robo and advice
    • One app to rule them all or multiple, tailored solutions?
    • Does research line-up with actual usage

    Moderator: John See


    • Wealthsimple - Kathryn
    • TD - multiple focussed apps, mobile - Gary
    • Merrill Edge - One app
    • Stash
    • Robinhood
    • Goldman Sachs - Marcus (Refinitiv)
    • Citi bank - new online broker this year (Refinitiv)
  • 12:10
    Somerset Restaurant

    Network with your peers and discuss key topics from the morning session.

    Hosted by Trading Central
  • 13:40
    Keynote: Trends in the changing wealth consumer landscape and how firms can adapt for success.
    Josh Book (ParameterInsights)
    Phil Darling (ParameterInsights)

    Technological innovation, powerful macro events, and ever-changing consumer needs are creating
    upheaval in the wealth management industry. Novice and seasoned investors alike are faced with
    myriad choices when it comes to self-directed investing platforms, trading apps, digital advisors, and traditional options for wealth management.

    ParameterInsights’ ongoing and research-based study of consumers in North America has revealed a number of insights for firms seeking to drive engagement and client loyalty. For many investors, the convergence of product and service offerings from historically separate wealth functions has created a great deal of confusion. Nevertheless, full-service firms are in a unique position to capitalize on the primary bank relationship and how it impacts customer wealth choices.

    Along with a detailed review of trends in wealth engagement and drivers of choice, this presentation will cover some persistent misconceptions when it comes to planning in the context of wealth management. Key points will help attendees understand the true drivers of value in ways that inform modernization decisions.

    Hosted by Trading Central
  • 14:15
    Panel: Expanding the Options Experience

    Retail interest in Options has increased substantially, yet the profitable asset class remains largely under-penetrated for most brokers. During this panel discussion, industry leaders will explore the primary barriers that still exist for the masses, what processes could be simplified and how to mature today’s investors into confident options traders.

    Moderated by
    Tom Sosnoff (tastylive)
    Hosted by Trading Central
    with panelists
    Claude-Frédéric Robert (National Bank)
    Greg Stevens (Fidelity)
    Henry Schwartz (Cboe)
    Lule Demmissie (eToro)

    Moderator: Tom Sosnoff, Gary


    • Greg Stephens, Fidelity - Justin
    • David Kier, Etrade - Justin
    • CBOE Education Team - Kasia
    • Alex, Option AI - Chicago - Sergio
    • Gatsby/Etoro - Sergio
    • National Bank (Options play)
    • Questrade - Peter
    • Schwab
  • 15:00
    Coffee & Networking Break
    Hosted by Trading Central
  • 15:20
    Behind the Curtain at TC
    Gary Christie, Head of North American Research at Trading Central
    Hosted by Trading Central
  • 15:30
    Digital Wealth Awards
    Powered by Refinitiv

    Celebrating the brands driving positive change for today's investors. Learn more about our categories here.

    Hosted by Trading Central
  • 18:00
    Reception & Dinner
    Hosted in partnership with Cboe
    Hosted by Trading Central
  • 21:00
    Night Cap

    For those who dare to explore!

    Hosted by Trading Central
  • 07:00
    Breakfast Buffet
    Somerset Restaurant

    Fuel up for an action-packed day of insightful dialogue.

    Hosted by Trading Central
  • 08:00
    Private Consultations (Optional)
    Viceroy Hotel 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 indicate this during the registration process.

Thank you to this year's
Summit sponsors

Discover Insights

Meet this year's
Speaker Lineup


Amit Aggarwal

Managing Director, Digital Solutions
J.D. Power
Amit Aggarwal is the Managing Director of J.D. Power's Digital Solutions Group, which helps clients benchmark and improve the digital products and experiences of their customers. Websites and mobile apps are our jam. We start with customer research, develop actionable insights/recommendations, and deliver via consultative workshops. We are research nerds, CX geeks, digital professionals, and advisors to C-Suite, senior management, digital teams/agencies, and research managers.

Brandon Krieg

Co-Founder & Head of Business Development
After nearly eight years as CEO whereby Stash surpassed $100 million in revenue, Brandon is now focused on helping companies large and small jumpstart their employees’ journey to financial wellness with Stash.

Christine Zalzal

SVP & Head of Online Brokerage & Digital Wealth
Aviso Wealth
Under Christine’s leadership, Qtrade Direct Investing has solidified its reputation as Canada’s best and most reliable online broker. A first-place ranking in The Globe and Mail’s 2022 review of Canada’s online brokerages adds to Qtrade’s unmatched total of 25 first-place rankings in major industry awards over the past 17 years.

Christopher Larkin

Managing Director, Head of Trading & Investing
Christopher is responsible for the strategic direction and growth of the self-directed channel for retail trading at E*TRADE from Morgan Stanley. Leveraging more than 30 years of experience delivering retail and institutional brokerage services, Mr. Larkin oversees the E*TRADE trading and investing experience that delivers innovative and relevant products, tools, and services. This includes the transactional capabilities and digital experience on website, the Power ETRADE platform, Power ETRADE Mobile, and our API.

Claude-Frédéric Robert

National Bank Direct Brokerage

Gary Christie

Head of North American Research
Trading Central
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.

Greg Stevens

Vice President – Option Experience
Fidelity Investments
Greg is an industry veteran with over 20 years of brokerage experience dedicated to serving the needs of the retail investor. Currently, he is a Vice President at Fidelity Investments focusing on the Options Experience driving platform development and education enhancements to improve the customer experience.

Henry Schwartz

Vice President, Global Head of Client Engagement
Cboe Global Markets
Schwartz joined Cboe upon the company’s acquisition of Trade Alert, which he co-founded after nearly 15 years in the industry. In his role at Cboe, Schwartz leverages extensive subject matter expertise and industry experience to lead a team of professionals responsible for the satisfaction and success of market participants using data-driven tools and services provided by Data and Access Solutions, including Risk and Market Analytics, Cboe Global Indices Feed and Cboe Global Indices.

Jerome Favresse

Chief Operating Officer
Trading Central
Jerome is a cross-asset strategist with over 15-years of investment banking experience, busy incubating new decision-support algos and AI. He specializes in Research & Strategy, Big Data, News and Sentiment Analytics. Jerome holds a Master of Science (MSc) from Bordeaux Managemen

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.

Josh Book

CEO at ParameterInsights
Josh Book is founder and CEO of ParameterInsights, a research and advisory services firm focused on delivering innovative consumer-driven insights at the intersection of digital and wealth management. Our consumer-focused syndicated research products have been widely adopted in the marketplace and heralded as the only ongoing consumer-focused research covering the modernization of the wealth management industry.

Kyle Braden

Business Intelligence Lead for Direct Platforms
iShares by BlackRock
Kyle is responsible for developing industry insights, reporting, and supporting partnerships within the direct investing and wealth management segment.

Lule Demmissie

Lule Demmissie is the US CEO of eToro, the world’s largest social investing network that empowers people to grow their knowledge and wealth as part of a global community of investors. Lule oversees eToro's expansion and investment within the US, operational infrastructure, marketing, investment thought leadership, corporate governance, compliance, and its regulatory affairs & risk management.

Michael Milani

Mondeum Capital
Michael Milani is Chief Executive Officer of Mondeum Capital, where he oversees all aspects of the firm’s operations. He has been involved in active trading and financial technology for over 25 years, with a skillset spanning financial technology, trading systems and risk management. Throughout his career, he has helped firms carry out ambitious business strategies, achieve rapid growth, develop new products and asset classes and recruit and manage large teams. Michael holds a B.S. from Villanova University.

Phil Darling

Head of Research
Phil has over 20 years of experience in applied marketing science, marketing research, and consulting. He has advised clients from public and private sectors including financial services, telecom, retail, CPG/FMCPG, energy, automotive, healthcare, pharma, and higher education. He was formerly the Director of Research Analytics for Ipsos ASI. Phil completed his MSc in Statistics at the University of Toronto. He is a member of the Statistical Society of Canada (SSC) and American Statistical Association (ASA).

Renee Spampinato

Markit Digital
Renee is Head of Markit Digital, the leading provider of design, development and managed data services to the global wealth and brokerage markets. Markit Digital provides the tools and intelligence investors need to successfully navigate the complexities of global financial markets. For 30 years, we have developed digital strategies with our clients—building world-class websites, mobile apps, and marketing solutions.

Rob Carrick

The Globe and Mail
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.

Steve Quirk

Chief Brokerage Officer
Prior to joining Robinhood, Steve oversaw the strategy and deployment of initiatives for Trading at TD Ameritrade. He also served as a member of the company’s Senior Operating Committee, which shaped the strategic focus of the organization. Steve focused on teaching the next generation of investors and has championed the creation of the TD Ameritrade U program to bridge the gap between academia and reality.

Steven Orr

Chief Strategy Officer
Better known on Wall Street as BigBeat, Steven has produced and hosted thousands of webinars, shows, interviews as the featured on-air talent and delivered industry-leading financial squawk services. He has served on the board of American Blockchain and Cryptocurrency Association

Theresa Carey

Brokerage and Investing Expert
Theresa spent over 30 years reviewing software, websites, and apps that serve investors and traders. Her byline appeared in Barron’s for 23 years, where she established that publication’s annual Online Broker Reviews, ranked #1 in credibility by ConsumerSearch over a period of ten years. She was a senior editor at Investopedia from 2018-2020, and is now semi-retired, consulting to startup fintech firms and established brokers looking to pivot to new services.

Tom Sosnoff

Founder & CEO
Tom Sosnoff is a trailblazer in the online brokerage industry, driving innovation and financial education for investors of all levels. He offers up his expertise in the options markets as co-host of tastylive LIVE!, airing daily on the tastylive network. A former floor trader, Tom became one of Chicago's most well-known serial entrepreneurs in fintech when he built a breakthrough options-trading platform, thinkorswim, later sold to TD-Ameritrade for $750 million.
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