October 27, 2020 | 12:00 PM ET 

Technology and the Changing Future of Investing



As the pace of evolution in and around the financial markets accelerates, tools we use for investing have become increasingly complex and sophisticated. Overlapping and ongoing crises – from COVID-19 to global warming to social injustice – have increased uncertainty and disruption. Digitization and technological solutions have reduced costs and provided investors with greater access to the markets and are no longer optional but necessary to survive and thrive in today’s climate. Technologies such as artificial intelligence, blockchain and cloud are being fast-tracked to provide much-needed solutions right now, not in some distant future. For financial leaders, these and other tools could make a significant difference in managing costs and risks and realizing their growth and return goals. Join us as we look deep into the future of finance and engage top minds working at the very edge of what’s possible.

October 27 - Tuesday

12:00 pm

Welcome Remarks

12:05 pm

The Next Generation of Innovation

Bloomberg’s Caroline Hyde talks with two top industry leaders about how tech is changing the financial landscape and what they see around the corner as we advance into a very uncertain 2021.



12:30 pm

The Future is Now: Next Gen Market Tech in Practice

Top financial executives talk about the ways tech is being used to create liquidity in fixed income markets and expand the range of available options for traders and market makers.



  • Larry Tabb

    Director, Market Structure Research, Bloomberg

1:00 pm

Closing Remarks

  • Larry Tabb

    Director, Market Structure Research, Bloomberg


Horace Carter

EVP, Head of Fixed Income Capital Markets Raymond James

Nadine Chakar

EVP, Head of State Street Global Markets State Street

Tim Gokey

CEO Broadridge

Tom Naratil

Co-President Global Wealth Management and President UBS Americas UBS

Jim Toffey

President LTX

Caroline Hyde

Anchor Bloomberg Television

Larry Tabb

Director, Market Structure Research Bloomberg


Broadridge Financial Solutions Inc. (NYSE: BR), is a global Fintech leader enabling corporate governance, powering capital markets, enabling client communications and helping wealth and asset management firms grow worldwide. With over $4.5 billion in revenues the company provides technology, communications, data and analytics solutions that help our clients enrich engagement, navigate risk, optimize efficiency and drive revenue growth. Broadridge processes more than US $8 trillion in fixed income and equity trades daily, delivers essential communications for more than 5,000 brands to over 75% of North American households and manages shareholder voting in 90 countries. From our unique vantage point, working side by side, we help our clients get ahead of today’s challenges and capitalize on what’s next.