The session gathered 115+ leaders from leading North American financial firms for an afternoon of thought-provoking discussion and networking in an effort to move the industry forward.
Agenda at a Glance
The Future of Retail Investing
A group of passionate traders who discuss current ways to leverage innovative technology & strategies that boosts investor confidence.
Enhancing the Investor Experience
A deep dive into questions like: Are platforms elevating financial literacy and engagement? How do online brokerages empower retail investors?
Michael Arbus, CEO of MooMoo Financial Canada, has over 25 years of experience in global financial institutions and entrepreneurial ventures, with leadership roles at Merrill Lynch, RBC, TD Securities, and UBS. He has successfully led three other companies as CEO, including scaling Canada's largest crypto trading platform and facilitating the sale of Bitbuy to WonderFi. As CEO, he also turned around a distressed industrial business and secured international funding for an oil & gas asset. Michael holds a CFA designation and an MBA from Rotman School of Management and is focused on scaling MooMoo Financial in Canada.
Luka Marjanovic is the Managing Director and Head of Investor's Edge at CIBC Capital Markets since March 2024. With over 15 years at CIBC, he has held key roles, including Executive Director of Prime Brokerage and Executive Director of Strategy. His trading expertise was developed as Senior Manager of Trading at the Toronto Stock Exchange. Luka also worked as a Senior Financial Analyst at the Bank of Montreal and holds an HBA in Economics from the University of Western Ontario.
Patented product, data and technology executive experienced in delivering global business outcomes in the financial services industry. Proficient at using data-driven and analytical techniques to deliver new digital products and implement digitally-enhanced process transformations.
A collaborative capital markets professional with a diverse skill set in equities and derivatives and a background in both sales and trading. Bridges trading technology and principles to create highly efficient, resilient and reliable solutions.
Richard Wilks VP Wealth Business Architecture TD Waterhouse has been involved with Online Trading for over 35 years working in countries across Asia and North America. In his current role his team is responsible for designing future capabilities to support business strategies across Advice, Asset Management, Online Brokerage, and Operations.
Exceptional business leader and change agent with a passion for extraordinary client service. Effective strategic planner, who can visualize the big picture in such a way as to generate enthusiasm and buy-in combined with a proven ability to execute and get the job done. Creates extraordinary value by transforming business operations through the ability to inspire others to break out of current paradigms and explore new possibilities. A strategic business partner with over seventeen years of financial services experience, focused on innovation and change leadership. Leverages creative problem solving to define business opportunities from concept to execution. Works well within a fast-paced, entrepreneurial organization. Committed to continuous learning and professional growth.
Claude-Frédéric Robert has extensive work experience in various financial institutions. Claude-Frédéric started their career in 2008 as a Staff Accountant at Deloitte Canada. Claude-Frédéric later became a Consultant in Finance and Performance Management at the same company. In 2011, Robert joined the National Bank of Canada as a Chief Advisor in Wealth Management, specializing in Financial Performance Management. Currently, Robert holds the position of President at National Bank Direct Brokerage since 2018.
Kathryn is a fintech trailblazer with deep expertise in computer science, design, and analytics. She played a pivotal role in Recognia's rise, leading to its acquisition by Trading Central. Today, she steers a high-performing team to extract data-driven insights that fuel business growth. Brokers globally rely on her perspective for innovative, cost-effective solutions that reshape the retail investing experience. (GMBA, BCS, CMT I).
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.
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.
