Agenda

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

Registration Welcome, Featuring Refreshments

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

Registration

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

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

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

Options Industry Council Roundtable Meeting - By Invitation | Eisenhower Meeting Room

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

STA Retail Advisory Committee - By Invitation | Wilson Meeting Room

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

STA Listed Options Committee Meeting - By Invitation | Roosevelt Meeting Room

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

SIFMA Listed Options Committee - By Invitation | Eisenhower Meeting Room

3:00 p.m. - 3:10 p.m.

Welcome

Ed Modla, Executive Director, Investor Education, OCC
Mat Cashman, Principal, Investor Education, OCC

3:10 p.m. - 3:15 p.m.

Virtual Welcome Address: The Honorable Patrick McHenry (R-NC) Chairman, U.S. House Financial Services Committee

3:15 p.m. - 3:30 p.m.

OCC Renaissance Update

Mike Hansen, Chief Clearing and Settlement Services Officer, OCC

3:30 p.m. - 4:15 p.m.

State of the Industry

Henry Schwartz, Vice President, Global Head of Client Engagement, Cboe Global Markets

4:15 p.m. - 5:00 p.m.

Market Landscape: Where We Are and What is Next

Sponsored By: BofA Securities
The macroenvironment and the state of the U.S. economy will be among the key topics in this overview of both the current market and what may be on the horizon.

Moderator: Stacey Gilbert, Chief Investment Officer, Glenmede Investment Management
Panelists:
Meaghan Dugan, Head of Options, NYSE
Steve Sosnick, Chief Strategist, Interactive Brokers
Patrick Zielinski, Chief Executive Officer, BOX Options Exchange
 

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

OCC & Exchange Welcome Reception

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.

Volume Forecast: Is 10 Billion Your Bid or Offer?

Sponsored By: BofA Securities
Amid the ongoing increase in options volume, a host of issues and opportunities remain, including the potential for international growth, educating investors and questions about the role of AI.

Moderator: Steve Crutchfield, Head of Business Development, Chicago Trading Company
Panelists: 
Chris Larkin, Managing Director, Head of Trading and Investing, E*TRADE from Morgan Stanley
Joe Mazzola, Director, Trading & Education, Charles Schwab & Co
Greg Stevens, Vice President, Fidelity Investments

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

Engaging Today's Investor: Are We Evolving With Them?

Sponsored By: Sterling Trading Tech
The investor paradigm is shifting. To meet buyers and sellers where they are, the markets and exchanges have to adapt.

Moderator: JJ Kinahan, Chief Executive Officer, IG North America
Panelists:
Johnathan Hampton, Director of New Sales and Partnerships, Exegy 
Jessica Inskip, Director of Education and Product, Options Play
Steve Quirk, Chief Brokerage Officer, Robinhood Markets, Inc

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

Break

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

Keynote Speaker: Rorke Denver

Sponsored By: Tradier
Rorke Denver
Navy SEAL Commander (Ret.), Leadership & Peak Performance Specialist

Throughout his action-packed, hair-raising combat career, retired Navy SEAL Commander Rorke Denver successfully led his troops through unforgiving special forces missions in challenging, do-or-die environments in the Middle East, Africa, Latin America, and other international hot spots. Having overseen every phase of training for the U.S. Navy SEALs, Denver has lived what it takes to succeed in fast-moving environments where chaos is all around you and there’s no guarantee that you’ll live to fight another day. Denver’s own experiences provide the basis for the sought-after lessons he shares with audiences as he helps teams and individuals live and perform at their highest level, even when it seems like everything is working against them. 

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

Lunch

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

Behind the Curtain: A Buy Side Conversation

Sponsored By: Wedbush
Hear directly from top investment managers about their worries, their views on where the growth is, and whether they're putting listed options, including 0DTEs, to work.

Moderator: Joe Lewis, Head Corporate Hedging & FX Solutions, Jefferies
Panelists: 
Eric McArdle, Managing Director, Advisor Solutions, Simplify
Blake Dinger, Portfolio Manager, SpiderRock Advisors
Megan Morgan, Head of Market Structure, Belvedere Trading

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

Perspectives and Proposals From Inside The Beltway

Sponsored By: BofA Securities
This session will center on how the market may be affected by regulatory developments and Federal Reserve decisions.

Moderator: Steve Luparello, Principal, Gaillard Group LLC
Panelists:
Gregg Berman, Managing Director, Market Analytics and Regulatory Structure, Citadel
Mark Davies, Chief Executive Officer, S3
Jill Sommers, Chair of the Derivatives Practice Group, Patomak Global Partners

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

Blue Ridge Bash Networking Event

6:00 p.m. - TBD

Free Evening

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

Registration

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

Breakfast

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

The Options Trailblazers Pushing the Boundaries of Innovation

Sponsored By: Devexperts
In the derivatives space, the ability to innovate is non-negotiable. Learn what new paths are being forged in equities, ETFs and digital transformation.

Moderator: Lule Demmissie, Chief Executive Officer US, eToro 
Panelists:
Geralyn Endo, Relationship Manager, Options Lead, MEMX
Kevin "Lex" Luthringshausen, Senior Vice President, Chief Content Officer, Tradier Inc, Tradier Hub
Laura Morrison, ETF/Investment Industry Advisor, Former Chief Revenue Officer, Direxion

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

Volatility on the Ballot? Navigating the Markets During an Election Year

Sponsored By: BofA Securities
The 2024 election season could dramatically impact finance and investing. This session will cover what is known - and how to prepare for the unknowns.

Moderator: Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA
Panelists:
Dennis Davitt, Chief Investment Officer, Millbank Dartmoor Portsmouth
Geoff Gaiss, Vice President, Global Derivatives, TRAFiX
Jim Toes, President and Chief Executive Officer, Security Traders Association 

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

Break

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

Exploring Global Opportunities: Understanding the Dynamics of International Options Markets

Sponsored By: IMC Trading
Dive into an insightful exploration of the distinctions between the US and European options markets in this engaging session. Delve into the repercussions and investment prospects stemming from the escalating trading activity flowing from Europe to the US. Uncover the driving forces behind the burgeoning retail sector in Europe and gain valuable forsight into forthcoming market trends.

Moderator: David Cross, Co-Head of Options, DASH Financial Technologies
Panelists:
Lauren Arbid, Director, US Head of Relationship Management, ABN AMRO Clearing USA LLC
Mathieu Boivin-Carrier, Director, All Options USA
James Putra, Vice President and Head of Product Strategy, TradeStation
Dr. Randolf Roth, Member of the Executive Boards, Eurex

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

Embedded Optionality: Shaping the Future of the Industry

Industry panelists will discuss exchange operations, the state of competition, the return of floor trading and resiliency for the next 50 years.

Moderator: Paul Jiganti, Managing Director, Business Development & Market Structure Strategy, IMC
Panelists:
Andrej Bolkovic, Chief Executive Officer, OCC
Shelly Brown, Executive Vice President, Strategic Planning and Business Development, MIAX
Sean Feeney, Head of US Options, Nasdaq
Kevin McCarthy, Chief Administrative Officer and Head of Clearing, Clear Street

1:00 p.m. Shotgun - TBD

Golf Outing | Grove Park Inn Golf Course

1:00 p.m. - TBD

Experience Biltmore

1:00 p.m. - TBD

Electric Bike Tour