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April 26-28, 2023
Nashville, TN

Agenda

* 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.

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

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

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 | Sponsored by Eventus

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 | Wildhorse Saloon

Thursday, April 27, 2023

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 | Sponsored by Devexperts

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 | Sponsored by Sterling Trading Tech

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

Moderator:
Julie Bauer
, Chief External Relations Officer, OCC

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, 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.

Registration

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

Breakfast

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

Institutional Perspectives on Today's Options Markets

Moderator: 
Pat Hickey, Managing Director, Participant Services and Solutions, OCC
Panelists:
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

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 | Sponsored by OCC

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

Market Outlook: Trends and Predictions for What's Ahead

Moderator: 
Geralyn Endo, Member Experience, MEMX
Panelists:
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.