TradeStation Group CEO John Bartleman’s Vision For Crossroads Summit: Empower Traders Amid Global Chaos

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By Anthony Termini, Benzinga

TradeStation Group (“TradeStation”) President and CEO John Bartleman says a large part of his success is tied directly to his vision for building a trading platform that is an elevated experience for the most active market tacticians. Now, his company is organizing a conference, the Crossroads Summit, that seeks to strategize to find opportunities amid the latest technologies and recent geopolitical chaos.

The summit is a multi-disciplinary conference focused on the upheavals caused by rapid changes in technology and geopolitical risks generated by the effects of elections, polarization and internal and external conflict.

Connecting The Dots Between Divergent Disciplines

Bartleman’s initial career aspirations were focused on the intelligence and national security aspects of foreign policy, after earning an undergraduate degree in political science and international relations.

But early in his career he pivoted and became a research systems analyst at Franklin Templeton Investments – today, Franklin Resources (NYSE: BEN). In 1999, Bartleman was recruited by TradeStation, called Omega Research at the time, to help it build similar capabilities.

Bartleman has a long history in financial services with a solid foundation on the technology side. He says that both are passions of his. In 2016, after 17 years at TradeStation, Bartleman became the company’s CEO.

TradeStation Securities Focuses on Active Traders, Including Sophisticated Individuals And Institutions

Private Brokerage is a major new initiative of TradeStation’s main operating subsidiary TradeStation Securities, Inc. Private Brokerage is a new category of service in which Bartleman says the company has a strong foothold and appears to be meeting traders’ demands. He says Private Brokerage aims to provide the sophistication of a prime brokerage relationship with the premium level of service expected of a high-end private bank.

Bartleman asserts that TradeStation Securities “is best positioned to help active traders, including sophisticated individuals and institutions.” He says that the combination of technology and customization delivered with white-glove service means that for those “looking to find the right broker, TradeStation Securities is a premium spot.”

Private Brokerage aims to cater to the most demanding active trader clients, and the company actively works to provide these clients with extra care, attention and support. TradeStation Securities provides eligible clients with negotiable cost structures, one-on-one platform customization sessions and priority in resolving inquiries.

The company has also recently incorporated more in-person networking opportunities; for example, Bartleman described an event organized for around 45 of TradeStation Securities’ Private Brokerage clients. The event culminated with a closed-door dinner at One Dine, the restaurant and bar in New York City at the One World Observatory. This event was a major success, according to Bartleman, and the company plans to cultivate more exclusive events with TradeStation Securities clients in major hubs across the nation, and eventually internationally.

The Crossroads Summit Is A Place To Bring Together Tech, Politics And Investments

The Crossroads Summit plans to provide insights from some of America’s foremost thought leaders in key industries like global economics, politics, sociology and history. The Summit will feature several keynote speakers, including bestselling authors Peter Zeihan and Neil Howe, City of Miami Mayor Francis Suarez, Vice President of Mastercard Eduardo R. Abreu and more.

Each of these disciplines has an impact on future investments. As such, Bartleman hopes the Crossroads Summit will be something of a master class for active traders. It is also something of a passion project for Bartleman, he says, as it brings together his excitement for trading, technology, political science and international relations.

Bartleman says he talks with many colleagues and TradeStation Securities clients about these subjects frequently and that there is acute interest in them. So, creating a formal setting like the one that the Crossroads Summit provides is a natural extension of those conversations.

“Everyone I talk to says, ‘tell me what to do, what do I invest in,’” Bartleman says. So these topics are very relevant to them, “no matter what their investment strategy is or how they decide to trade.”

Speakers at the Crossroads Summit will offer attendees an opportunity to get plugged into important topics expected to impact the global economy and future investments. As Bartleman points out, they are already topics about which many sophisticated investors and institutions are talking.

Rapid changes in technology in areas like bioeconomics, quantum computing and cryptocurrencies can contribute to a sense of chaos and stimulate disruption. Bartleman suggests that global economic shifts and geopolitical conflict can also generate additional chaos and disruption. Yet all of these can also be the catalysts for innovation and potential new investment opportunities.

“I love what’s happening with quantum computing, that could disrupt everything… so what are the opportunities there for investing?” Bartleman asked.

The Crossroads Summit is a forum to bring all of these subject areas together and present them through the analysis of experts in each field.

Bartleman notes that some investors may be concerned about current events at home and around the world. There is real fear about what this instability might mean for the economy, he says. The Crossroads Summit should be seen as a tool for traders and investors to make sense of what’s going on and to find the potential for opportunities that may result from it.

Register now to attend the 2024 Crossroads Summit.

Featured photo by Gerd Altmann from Pixabay.

Benzinga is a leading financial media and data provider, known for delivering accurate, timely, and actionable financial information to empower investors and traders.

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