Each year, TC gathers a handful of expert and unbiased critics from the front line of the financial industry to offer an insightful glimpse at how recent events are driving change
Agenda at a Glance
Keynotes
Evolution of the Financial Industry
Latest Techniques in Behavioural Finance
Trends within the Financial Industry
Panels
Market trends: View from the critics and research community from Blackrock, Purpose Investing, Globe and Mail, TD Wealth and Investopedia
Opportunities and Challenges of web Transformation with speakers from Markit, Etrade, National Bank of Canada and IG Group
Achieving the Customer Behaviour Tipping Point with speakers from Recognia, Corporate Insight, Fidelity Investments
Opportunities and Challenges of web Transformation
As a Trading Solutions Regional Manager, Robert’s expertise is in trading mechanics, trading strategies, and fundamental and technical analysis. He is also skilled in providing insights about the equities and options markets, as well as highlighting the resources available to self-directed investors at Schwab. Robert is responsible for delivering an empowering approach to trading solutions—so people can take ownership of their financial life.
Jamie specializes in CMO Marketing & Sales, CDO Digital Product Management, Board and Consulting roles with venture capital, private equity and enterprise firms in Financial Services and Digital Technology. He’s a passionate B2C and B2B change agent, team builder and digital strategist leading U.S. and Canada UI/UX customer experiences, digital transformations, M&A and global expansions to accelerate P&L growth. Jamie was E*TRADE’s SVP of Advertising, Marketing & Creative Services in New York City, where he spearheaded their famous Super Bowl Baby ads, and was CMO of the E*TRADE Canada start-up that was sold to SCOTIABANK. With a global marketing & digital mandate, he focused on active traders, serious investors, options, futures, mobile and global trading. This led to being Board Director and Consultant at RECOGNIA prior to the sale to TRADING CENTRAL.
Mike Foy helps leading wealth management brands more effectively measure and improve the experience of their clients, financial advisors and employees using a data-driven approach fueled by J.D. Power’s research and over 25 years of personal industry experience working for leading brands including Merrill Lynch and Dow Jones.
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.
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.
Michael Ellison is a leader in customer experience research for financial services as well as healthcare and higher education. Michael confounded Corporate Insight to address the competitive research needs necessary to help financial companies improve their marketing, customer service and product offerings.
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.
