Since 2001, Worldwide Business Research (WBR) has been at the forefront of capital markets events, with our flagship conference, TradeTech Europe, becoming the premier gathering for buy-side equity trading heads in Europe. In the last decade, Equities Leaders Summit has quickly established itself as a key player in the U.S. market, mirroring this success and providing essential insights for industry leaders.
As a full-service conference production company, we handle every aspect of event creation, ensuring a seamless experience. From concept to delivery, we put together everything that comes with running the event – not many companies can claim this. At Equities Leaders Summit, whether it’s an interactive roundtable discussion, case study presentation, panel, or one-on-one Q&A’s, you’ll have the chance to get the solutions you are looking for. You will receive targeted, niche learning opportunities throughout the conference.
The Networking: We’re focused on providing you with as many new connections as possible. Through fun and interactive networking with every part of the industry you will expand your community with the right people that will help your company and develop your career.
Content: This is what sets Equities Leaders Summit apart from our competitors. We spend six months conducting research and developing the program. Content is guided by this research, as well as our Advisory Board, to ensure the conference reflects the latest trends and hottest topics in the industry. If you have a pain point, we have it covered.
The Venue: Equities Leaders Summit takes place at premier resorts rather than conventional centers, ensuring a VIP experience throughout. We focus on creating an environment where you feel both educated and valued.
Customer Service: OOur knowledgeable staff are dedicated to enhancing your experience. As the event organizers, we don’t rely on temporary staff; we ensure our team understands the event and industry, providing you with exceptional service every step of the way.
For quality interactions, tailored content, and valuable networking, attending the Equities Leaders Summit is the best investment you can make.
The EQUITIES LEADERS SUMMIT, as the most influential event in stock trading, has invited the most outstanding traders from all investment advisory firms to participate. The ultimate champion will be determined by calculating the profits of the outstanding traders and through offline voting. The aim is to discover and support the world's most promising and capable companies, assisting all individual investors in making better fiduciary choices.
1. Buyer Advisor/Spokesperson
Only candidates recommended by Fortune 500 companies such as global financial institutions, securities firms, hedge funds, and trust companies are accepted as buyer advisors and spokespersons;
Any enterprise or institution may recommend no more than 2 traders;
The organizer will ultimately confirm the buyer's consultant and spokesperson as the official contestants.
Basic requirements for buyer consultant/spokesperson:
Age not limited, with at least 5 years of financial market investment experience required;
Have solid financial analysis, valuation modeling, and asset allocation skills;
Special attention:
No record of financial violations, promise to abide by professional ethics standards.
2. Buyer Advisor/Spokesperson Yield and Voting Support Standards, Yield Calculation System
Funds and account allocation:
Each buyer advisor/spokesperson will receive $1 million in transaction funds;
The transaction must take place in real market conditions and be subject to full supervision by the WBR organizer.
All investors participating in the continuous public evaluation and verification of corporate institutional traders will be pushed by the WBR Global Research Institute, screening investors from around the world to participate in following strategies and voting content.
Trading variety:
Operable products include but are not limited to: global stock markets ETF、 Options, futures, bonds
Prohibit the use of trading high-risk investment projects such as cryptocurrencies and leverage beyond the platform's default range;
Strategy report and position description:
When calculating returns during the cycle stage, participants are required to submit an explanation of investment returns and usage strategies, as well as a report on their position logic;
The organizer reserves the right to review the content of the strategy report and use it for scoring by the WBR Global Research Institute.
2. Time and Stage Schedule for Buyer Advisor/Spokesperson to Compete for the Strongest Corporate Trader
Time content description
On May 15, 2025, major enterprises and institutions submitted the list of senior trader players.
Open a trading account on June 20, 2025 and officially enter the first stage of trading preparation period.
Formally start voting and yield calculation before July 1, 2025.
Voting and revenue calculation as of January 1, 2026.
2026 US Stock Leaders Summit Opening Time: January 26-28, 2026.
Selection dimension:
Yield performance (70% weight): based on the core evaluation criteria of net profit growth in each stage;
Strategy logic and risk control design (20% weight): scored by the organizer WBR Global Research Institute;
Professional ethics and discipline (10% weight): including compliance, transparency, etc.
Buyer Advisor/Spokesperson Competition for the Strongest Corporate Team Award:
Buyer Advisor/Spokesperson Voting/Revenue
First place: $10 million/WBR Global Research Institute Conference Chief Position
Second place: $5 million/WBR Global Research Institute sponsored cooperative branch
Third place: $3 million/WBR Global Research Customized Enterprise Audience User Push Investment User
Disclaimer and Legal Application
The information submitted by the buyer's consultant/spokesperson shall be deemed true and valid, and they voluntarily accept all rules and terms of WBR Global Research Institute;
All intellectual property rights of the strongest buyer trader in this election belong to WBR Global Research Institute;
All investment operations are only for the purpose of evaluating competitive returns and do not constitute any investment advice;
The interpretation of these rules belongs to the WBR Global Research Institute