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April 26-28, 2023
Nashville, TN


* Program is tentative and subject to change. A full conference agenda with session information will be posted in the coming weeks.
* All sessions are listed as Central Time


Tuesday, April 25, 2023

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

Registration Welcome, Featuring Refreshments and Live Music

Wednesday, April 26, 2023

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


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.


Mike Hansen, Chief Clearing and Settlement Services Officer,OCC

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

Options Markets Today | Sponsored by Barron's Group

JJ Kinahan
, Chief Executive Officer, IG North America, tastytrade/tastylive
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 | Sponsored by Eventus

Steve Luparello
, Former Director, Division of Trading and Markets, U.S. Securities and Exchange Commission
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 | Wildhorse Saloon

Thursday, April 27, 2023

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


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


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

Today's Trends in Retail | Sponsored by Devexperts

Greg Stevens, Vice President, Fidelity Investments
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 | Sponsored by Sterling Trading Tech

Annabelle Baldwin, Chief Revenue Officer, SpiderRock
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.


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

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

Julie Bauer
, Chief External Relations Officer, OCC

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


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

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

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

Nashville Networking Event | Grand Hall ABC

6:00 p.m. - TBD

Free Evening

Friday, April 28, 2023

7:30 a.m. - 12:00 p.m.


7:30 a.m. - 8:30 a.m.


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

Institutional Perspectives on Today's Options Markets

Pat Hickey, Managing Director, Participant Services and Solutions, OCC
Megan Morgan, Head of Market Structure, Belvedere
Sean Truett, Senior Vice President, Strategy and Business Development, BOX Options Market LLC
Matt Weinstein, Senior Derivatives Salesperson, Citadel Securities

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

Washington Outlook

Walton Liles, Principal, Blue Ridge Law and Policy
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.


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

Keynote Speaker: Greg Williams, Editor, WIRED | Sponsored by OCC

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

Market Outlook: Trends and Predictions for What's Ahead

Geralyn Endo, Member Experience, MEMX
David Cross,
Co-Head of Options, Dash
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 | Lou/Na

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.