Agenda

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

Registration Welcome, Featuring Refreshments

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

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

Fireside Chat

TBD

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.

Moderator: Henry Schwartz, Vice President, Market Intelligence, Cboe Global Markets

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

OCC & Exchange Welcome Reception - The Pavilion

8:00 a.m. - 5:00 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

As we look into the future of options trading, several transformative factors are reshaping the market. This session will explore the implication of Payment for Order Flow (PFOF) on trading volumes and market liquidity, alongside the evolving landscape of risk management practices. We will discuss the changing profile of the modern investor, one increasingly influenced by technological advancements, educational resources, and AI-driven strategies and how they are revolutionizing trade execution and portfolio management.

Moderator: JJ Kinahan, Chief Executive Officer, IG North America

 

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.

Moderator: Dr. Mark Shore, DBA, Director, Economist, CME Group

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

Break

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

Keynote Speaker

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

Lunch

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

AI and Machine Learning in Options Trading: Unlocking New Potential

AI and machine learning technologies are transforming options trading by enhancing predictive analytics, improving decision-making, and automating processes. This panel will explore how market participants are using these technologies to generate alpha, optimize trade execution, and address the ethical challenges AI poses in financial markets.

Moderator: Ivan Brown, Chief Operating Officer, Options, IEX

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

Shaping the Future of Options Education Empowering the Next Generation

In the ever-evolving world of financial markets, options trading has experienced rapid growth among retail and institutional investors alike. Examining new educational mediums and methodologies is at the heart of this discussion as we present multiple perspectives on how education in the options space is happening now and how it may transform in the future. This panel will dive into the latest developments in options education, highlighting the strategies, tools and platforms that are empowering the next generation of traders.

Moderator: Jessica Inskip, Director of Investor Research, StockBrokers.com

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

Surf's Up Networking Event

6:00 p.m. - TBD

Free Evening

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

Registration Open

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

Breakfast

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

Navigating Market Trends: Buyside Perspectives in Options Trading

This discussion will focus on the buyside's view of the evolving options market, covering topics such as flexibility in trading strategies, the impact of new technologies, and how innovations in index and ETF products are influencing portfolio construction and risk management.

Moderator: Joe Lewis, Head of Corporate Hedging and FX Solutions, Jefferies Financial Group

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

The new 119th Congress features new leaders on a number of committees relevant to the financial services industry, and a number of initiatives that could impact options, including a comprehensive tax package, digital asset legislation and potential legislative changes for capital markets. This session will provide an update on policy proposals that may impact the U.S. options markets. Washington representatives from across the industry will discuss their legislative advocacy efforts in Washington DC on behalf of the U.S. options industry and share their predictions for the current Congress.

Moderator: Jim Hall, Executive Director, Government Relations, OCC

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

Break

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

Future Forward: Embedded Optionality in Market Innovation

As technology, regulatory changes and market dynamics continue to evolve, the options market is on the brink of significant transformation. This panel will explore how new innovations - from AI and automation to regulatory changes - are reshaping trading behavior, risk management, and market structure.

Moderator: Tommy Martin, Chief Strategy Officer, Dash Financial Technologies

1:30 p.m. Shotgun - TBD

Golf Outing | The Palmer Course

1:00 p.m. - 3:00 p.m.

Pickleball Mixer