Agenda

2:00 p.m. - 6:00 p.m.

Registration Welcome, Featuring Refreshments and Live Music

8:00 a.m. - 6:30 p.m.

Registration

10:00 a.m. - 11:00 a.m.

Options Industry Council | Roundtable Meeting - By Invitation

11:00 a.m. - 12:00 p.m.

Listed Options Market Structure Working Group (LOMSWG) Meeting - By Invitation

12:00 p.m. - 1:00 p.m.

STA Listed Options Committee Meeting - By Invitation

1:00 p.m. - 2:30 p.m.

SIFMA Listed Options Committee - By Invitation

3:00 p.m. - 3:15 p.m.

Welcome

3:15 p.m. - 4:00 p.m.

Options Markets Today

Moderator:
JJ Kinahan, Chief Executive Officer, IG North America, tastytrade/tastylive
Panelists:
Joe Bracco, Senior Vice President, Head of Sales, MIAX
Jason Hedberg, Global Head of Equity Derivatives and Flow Distribution, UBS
Henry Schwartz, Vice President, Global Head of Client Engagement, Cboe Global Markets

4:00 p.m. - 4:45 p.m.

Market Structure: Change on the Horizon

Moderator:
Steve Luparello, Former Director, Division of Trading and Markets, U.S. Securities and Exchange Commission
Panelists:
Gregg Berman, Managing Director, Market Analytics and Regulatory Structure, Citadel
Mark Davies, Co-Founder and Chief Executive Officer, S3
Meaghan Dugan, Head of Options, NYSE

6:00 p.m. - 8:30 p.m.

OCC & Exchange Welcome Reception - Offsite

8:00 a.m. - 3:00 p.m.

Registration

8:00 a.m. - 9:00 a.m.

Breakfast

9:00 a.m. - 9:45 a.m.

Today's Trends in Retail

Moderator:
Greg Stevens, Vice President, Fidelity Investments
Panelists:
Sean Feeney, Head of Options, Nasdaq
Ravi Jain, Chief Product Officer, Sterling Trading Tech
Ming Zhao, Chief Executive Officer, Atomic Vaults

9:45 a.m. - 10:30 a.m.

A World of Options: International Interest in Options Markets

Moderator:
Annabelle Baldwin, Chief Revenue Officer, SpiderRock
Panelists:
Arianne Adams, Senior Vice President, Head of Derivatives, Cboe Global Markets
Kevin McCarthy, Managing Director, Head of Financing and Clearing, B of A Securities
Tanya Patwa, Managing Director, Head of U.S. Options Sales, Nasdaq

10:30 a.m. - 11:00 a.m.

Break

11:00 a.m. - 12:00 p.m.

Keynote Speaker: The Honorable Summer K. Mersinger, Commissioner, Commodity Futures Trading Commission

12:00 p.m. - 1:00 p.m.

Lunch

1:00 p.m. - 1:45 p.m.

Building Industry Diversity for a Strong Future

Fireside Chat:
Jill Sommers, Chair, Derivatives Practice Group, Patomak Global Partners
Lule Demmissie, U.S. Chief Executive Officer, eToro

1:45 p.m. - 2:30 p.m.

From Cloud to Crypto: Innovation, Technology and Cybersecurity in Focus

Moderator:
Paul Jiganti, Managing Director Business Development and Market Structure Strategy, IMC
Panelists:
Andrej Bolkovic, Chief Executive Officer - Elect, OCC
Nick LaMaina, Global Head of Broker Dealer Solutions, eToro
Tony Zhang, Chief Strategy Officer, OptionsPlay
 

3:00 p.m. - 6:00 p.m.

Cabana Event

6:00 p.m. - TBD

Free Evening

8:00 a.m. - 12:00 p.m.

Registration

8:00 a.m. - 9:00 a.m.

Breakfast

8:30 a.m. - 9:15 a.m.

Institutional Perspectives on Today's Options Markets

Moderator: 
Dan Busby, Chief Operating Officer, OCC
Panelists:
Megan Morgan, Head of Market Structure, Belvedere
Dave Silber, Head, Equity Derivatives, Citadel Securities
Sean Truett, Senior Vice President, Strategy and Business Development, BOX

9:15 a.m. - 10:00 a.m.

Washington Outlook

Moderator:
Walton Liles, Principal, Blue Ridge Law and Policy
Panelists:
Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA
Jim Hall, Executive Director, Government Relations, OCC
Jim Toes, President and Chief Executive Officer, STA

10:00 a.m. - 10:30 a.m.

Break

10:30 a.m. - 11:15 a.m.

Keynote Speaker: Greg Williams, Editor, WIRED

11:15 a.m. - 12:00 p.m.

Market Outlook: Trends and Predictions for What's Ahead

Moderator: 
Geralyn Endo, Member Experience, MEMX
Panelists:
Geoff Gaiss, Vice President, Global Derivatives, Trafix
Jim Hyde, Senior Director, Head of Business Development and Strategic Partnerships, ICE/NYSE
Kevin "Lex" Luthringshausen, Senior Vice President, Sales and Business Development, Tradier, Inc.
 

12:00 p.m. - 2:00 p.m.

Options Industry 50th Anniversary Celebration Lunch

Hosted by OCC and Cboe

Join us for lunch, congratulatory toasts and panoramic views at Lou/Na, the Grand Hyatt's rooftop restaurant as we mark this milestone.