Agenda
* All sessions are listed as Eastern Time
Monday, May 5, 2025
2:00 p.m. - 6:00 p.m. |
Registration Welcome, Featuring Refreshments |
Tuesday, May 6, 2025
8:00 a.m. - 6:00 p.m. |
Registration Open |
9:00 a.m. - 10:00 a.m. |
Listed Options Market Structure Working Group (LOMSWG) Meeting - By Invitation |
10:00 a.m. - 11:00 a.m. |
Options Industry Council Roundtable Meeting - By Invitation |
11:00 a.m. - 12:00 p.m. |
STA Retail Advisory Committee - 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. - 3:05 p.m. |
Welcome |
3:05 p.m. - 3:15: p.m. |
OCC Update Given By: Dan Busby, Chief Operating Officer, OCC |
3:15 p.m. - 4:00 p.m. |
Fireside Chat with The Honorable Hester M. Peirce Dan Busby, Chief Operating Officer, OCC will lead a fireside chat with The Honorable Hester M. Peirce, Commissioner, U.S. Securities and Exchange Commission. |
4:00 p.m. - 4:45 p.m. |
State of the Industry In an increasingly data-driven world, this panel will explore how market participants are leveraging big data, artificial intelligence, and advanced analytics to inform trading strategies, manage risk, and predict market trends. As technology evolves, so do the ways in which we interact with the markets. |
6:00 p.m. - 8:30 p.m. |
OCC & Exchange Welcome Reception - The Pavilion |
8:30 p.m. - 10:00 p.m. |
Afterhours Event - Birdie's |
Wednesday, May 7, 2025
8:00 a.m. - 3:00 p.m. |
Registration Open |
8:00 a.m. - 9:00 a.m. |
Breakfast |
9:00 a.m. - 9:45 a.m. |
The Evolution of Retail Options Trading: Navigating Change in a Dynamic Landscape Sponsored by |
9:45 a.m. - 10:30 a.m. |
The Rise of Defined Outcome ETFs: Opportunities and Impacts on Options and Futures Markets Defined outcome ETFs are redefining how investors manage risk and achieve targeted outcomes in their portfolios. This panel will delve into how these ETFs use options to mitigate risk, their role in managing market volatility, and the ripple effects they are creating across the options and futures markets. |
10:30 a.m. - 11:00 a.m. |
Break |
11:00 a.m. - 12:00 p.m. |
Keynote Speaker - Maurice Conti Sponsored by |
12:00 p.m. - 1:00 p.m. |
Lunch |
1:00 p.m. - 1:45 p.m. |
Emerging Technologies, Advanced Analytics and Automation in Options Trading: Transforming Strategies and Market Dynamics Sponsored by |
1:45 p.m. - 2:30 p.m. |
Shaping the Future of Options Education: Empowering the Next Generation Sponsored by |
3:00 p.m. - 6:00 p.m. |
Surf's Up Networking Event |
6:00 p.m. - TBD |
Free Evening |
Thursday, May 8, 2025
8:00 a.m. - 12:00 p.m. |
Registration Open |
8:00 a.m. - 9:00 a.m. |
Breakfast |
9:00 a.m. - 9:45 a.m. |
Navigating Market Trends: Buyside Perspectives in Options Trading Sponsored by |
9:45 a.m. - 10:30 a.m. |
Decoding D.C.: A New Administration and a New Congress Could Mean Another Major Rewrite of the U.S. Tax Code Sponsored by |
10:30 a.m. - 11:00 a.m. |
Break |
11:00 a.m. - 12:00 p.m. |
Future Forward: Embedded Optionality in Market Innovation Sponsored by |
1:30 p.m. Shotgun - TBD |
Golf Outing | The Palmer Course |
1:30 p.m. - 3:30 p.m. |
Pickleball Mixer |