April 30 - May 2, 2024
Asheville, NC

Confirmed Sponsors

Platinum Sponsors

Visit https://boxoptions.com/

BOX Options provides an efficient and transparent marketplace, cutting edge technology and best price filtering for customer order execution. BOX Options offers distinctive features such as the Price Improvement Period (PIP) auction, Complex Order Book, Solicitation , Facilitation and Open Outcry on approximately 4,000 different securities. BOX Options has an ultra-low latency trading engine with matching based on price-time priority. 

Patty Schuler

Visit https://www.cboe.com/

Cboe Global Markets (Cboe: CBOE), the world's go-to derivatives and securities exchange network, delivers cutting-edge trading, clearing, and investment solutions to people around the world. Cboe provides trading solutions and products in multiple asset classes, including equities, derivatives, FX, and digital assets, accross North America, Europe and Asia Pasific. Above all, we are committed to building a trusted, inclusive global marketplace that enables people to pursue a sustainable financial future. To learn more, visit www.cboe.com. 

The company is headquartered in Chicago with a network of domestic and global offices across the Americas, Europe and Asia, including main hubs in New York, London, Kansas City, and Amsterdam. 

Andy Bevers

Visit https://memx.com/

MEMX is a technology-driven exchange operator that provides its members and the global investment community with a simpler, less costly, and more transparent way to access liquidity. The firm currently owns and operates two exchanges trading U.S. equities and U.S. options. MEMX also provides its market technology and services to clients. Founded in 2019 by a diverse group of financial firms, MEMX’s mission is to create healthy competition and advocate for market structure reform that results in more efficient and sensible trading experiences for all investors.

Geralyn Endo

Visit https://www.miaxglobal.com/

MIAX® is a technology-driven leader in building and operating regulated financial marketplaces across multiple classes and geographies. MIAX differentiates its trading platform by its throughput, latency, reliability and wire-order determinism of its in-house built proprietary technology. 

MIAX operates markets across a diverse number of assest classes including options, futures, swaps and cash equities. These markets include options through MIAX Options®, MIAX Pearl®, and MIAX Emerald®; U.S. equities through MIAX Pearl Equities™; U.S. futures, options on futures and swaps through Minneapolis Grain Exchange (MGEX™) and LedgerX; and international listings through Bermuda Stock Exchange (BSX™). MIAX will be launching its fourth options exchange, MIAX Sapphire, in 2024 pending regulatory approval and it will include both an electronic exchange and a physical trading floor. 

Andy Nybo

Visit https://www.nasdaq.com/

Nasdaq (NDAQ) is a global technology company serving the capital markets and other industries. Our diverse offering of data, analytics, software and services enables clients to optimize and execute their business with confidence. To learn more about the company, technology solutions and career opportunities visit us on LinkedIn, on Twitter @Nasdaq or at www.nasdaq.com.

Tanya Patwa

Visit https://www.nyse.com/index

NYSE Group is a subsidiary of Intercontinental Exchange (NYSE: ICE), a leading global provider of data, technology and market infrastructure. NYSE Group’s equity exchanges -- the New York Stock Exchange, NYSE American, NYSE Arca, NYSE Chicago and NYSE National -- trade more U.S. equity volume than any other exchange group. The NYSE is the premier global venue for capital raising. NYSE Arca Options and NYSE Amex Options are leading equity options exchanges. 

Meaghan Dugan

Gold Sponsors

Visit https://www.citadelsecurities.com/

Citadel Securities is a leading global market maker, delivering a broad array of equity and fixed income products to central banks, financial institutions, government agencies, corporations, insurers and sovereign wealth funds.  

Gabrielle Spinelli

Visit https://simplextrading.com/

Founded in Chicago in 2004, Simplex Trading is a leading, technology-driven, proprietary trading and option market making firm. We work with the most advanced technology software in the market, and we've continued to remain at the forefront of the industry by always focusing on innovation, automation and data-driven analysis. We also leverage our experience and expertise to make strategic investments and capitalize on opportunities in the venture capital markets with promising, early-stage financial and technology start-ups.

Rory O'Kane

Visit https://tradier.com/

Tradier is a full-feature options, equities, and futures broker driving Choice, Service, and Value by providing powerful trading functionality, Robust APIs, Low Cost, and great customer support to Active Traders. Traders have a highly customizable trading experience through a network of 100-plus integrated platforms. Tradier’s unique approach and model have made it a preferred and leading destination for Active Options Traders. Traders can trade commission-free equities and options with an innovative $10 per-month subscription.

Dan Raju

Silver Sponsors

Visit https://business.bofa.com/content/boaml/en_us/home.html

We provide services across the world's debt, equity, commodity, and foreign exchange markets to approximately 8,000 clients consisting of asset managers, hedge funds, pensions, and insurance, coporates, governments and other financial institutions.

Mauricio Izurieta

Visit https://www.chicagotrading.com/

We belive in healthy financical markets. Each day, we help the world price and manage risk by deploying our deep expertise to make markets fairer, transparent, and more efficient. We actively trade in a broad spectrum of asset classes on derivatives exchanges around the world. Our culture is highly collaborative - our cross discipline teams work together to solve the toughest problems our markets have to offer.

We pride ourselves on our strong values, entreprenurial spirit, and our committment to doing the right thing. We aim to cultivate a workplace that celebrates diversity where each person feels included, engaged and empowered. We also strive to make a positive impact on our industry, the lives of our employees, and the communities to which we belong.

Frank Bednarz

Visit https://dashfinancial.com/

Dash was launched in 2011 with the mission to create elegant, high performance technology solutions for the capital markets community. Founded on a philosophy of transparency, performance, and service we strive to execute our goals with focus and passion, while fostering a culture of education, innovation, and craftsmanship. With offices in New York and Chicago, our initial focus on US listed options solutions has helped propel Dash to become the leading option technology solutions provider in the industry.

Eugene Kearns

Visit https://www.eurex.com/ex-en/

As the leading European derivatives exchange and one of the leading clearing houses globally, Eurex provides you with innovative solutions to seamlessly manage risk - being architects of trusted markets characterized by liquidity, efficiency, and integrity.

Rachna Mathur

Visit https://www.exegy.com/

Exegy is a global leader in intelligent market data, advanced trading and execution systems, and future-proof technology and infrastructure. Backed by Marlin Equity Partners, Exegy serves as a strategic partner to the complete capital markets ecosystem of the buy side, sell side, exchanges, and ISV/technology firms around the globe.
Headquartered in St. Louis with regional offices in North America, the UK/Europe and Asia Pacific, Exegy has the global footprint to deliver world-class support and managed services to its customer base.

Ashley Wescott

Visit https://www.imc.com/us/

IMC is a leading global market maker with more than three decades' experience and offices in Europe, the US and Asia-Pacific. IMC employs more than 1600 talented individuals across offices in Amsterdam, Chicago, Sydney, Hong kong, Seoul, New York, Zug and Mumbai. Their core business is to provide liquidity in financial assets on trading venues, and to deliver the best outcome in value and risk to investors. IMC employs state-of-the-art algorithms, statistical techniques, and innovative low latency technologies to execute their strategies. IMC engages in trading activities on its own account and closely complies with regulatory requirments set by (supra-) national authorities.

Paul Jiganti

Visit https://www.janestreet.com/institutional/

Jane Street is a global quantitative trading firm and liquidity provider trading a wide range of financial products, including ETF's, equities, futures, commodities, options, bonds,and currencies. We have offices in New York, London, Hong Kong, and Amsterdam which allow us to make markets continually on more than 200 trading venues in over 40 countries around the world. We excel at providing liquidity in complex markets, especially in periods of dislocation and volatility. While our committed capital and firmwide risk book provides us with the capacity, our technology and flat structure fosters a culture of collaboration that facilitates these complex trades.


About The Options Industry Council® (OIC®)
OIC is an industry resource provided by OCC®, the world’s largest equity derivatives clearing organization. Its mission is to provide independent, balanced and practical educational resources designed to enhance the awareness, knowledge and responsible use of exchange-listed options among a global audience of market participants. OIC delivers its free educational content through its comprehensive website, www.OptionsEducation.org, that features courses, podcasts, webinars, trading tools and videos.  

Ed Modla

Visit https://securitytraders.org/

Security Traders Association (STA) is a grassroots organization comprised of more than 20 Affiliates in the U.S. and Canada. STA members represent individuals employed in the financial services industry across varying business models. STA educates its members on market structure issues while representing their interests with legislators, regulators and other industry associations. STA events keep attendees informed on industry trends and provide unique networking opportunities, which contribute to career development and productivity. STA is committed to promoting goodwill and fostering high standards of integrity in accord with its founding principle, dictum meum pactum, “my word is my bond.”

Dawn Combs

Visit https://sterlingtradingtech.com/

Sterling Trading Tech is a leading provider of professional trading technology solutions for the global equities, equity options and futures markets. With over 100 clients including leading brokers, clearing firms and prop groups in over 20 countries, STT provides solutions tailored to clients’ needs. STT is committed to providing fast, stable technology along with outstanding customer service. STT provides trading platforms, OMS, and risk products to its clients.

Andrew Actman

Visit https://sig.com/

SIG is a global quantitative firm founded with a growth mindset and an analytical approach to decision making. 

As one of the largest proprietary trading firms in the world, SIG benefits the financial markets by providing liquidity and ensuring competitive prices for buyers and sellers. SIG brings together the brightest minds, the best technology, and an expansive library of data to design and implement quantitative trading strategies that make us leaders in the financial markets. Beyond trading, SIG is active in global private equity, institutional brokerage, sports analytics, and structured capital. 

Bill Fontes

Visit https://trafix.com/

TRAFiX is a broker neutral FinTech company providing innovative Order & Execution Management solutions, real-time FIX connectivity and normalized API interfaces to address the functional and regulatory requirements of the Financial Services Industry. Our scalable offering has been specifically designed to utilize the latest enhancements in software development and enterprise architecture to resolve the growing challenges faced by today's trading community. Currently supporting electronic global equity, option and complex options trading, our open architecture allows for the ongoing addition of asset classes. The TRAFiX team has decades of experience and is singularly focused on designing superior applications that integrate within our customer's technology ecosystem and lowers the total cost of ownership.

Tom Callinan

Bronze Sponsors

Visit https://www.clearstreet.io/

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. The firm started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary platform adds significant efficiency to the market while focusing on minimizing risk, redundancy, and cost for clients. Clear Street’s goal is to create a single platform for every asset class, in every country, and in any currency.

Kevin McCarthy

Visit https://www.goldmansachs.com/

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. With over 30 years of experience, Goldman Sachs Clearing provides the expertise to help clients finance and settle transactions on the world’s major equities and derivatives exchanges. Professional service combined with our back office platform allows clients to work with multiple asset classes, currencies and jurisdictions seamlessly. Clients include broker dealers, proprietary trading firms, hedge funds, and corporate institutions. As a global clearer, we provide a wide range of services across the Americas, Europe and Asia.

Eric Rhodes

Visit https://www.instinet.com/

Instinet provides technologically advanced, agency-model brokerage services to institutional clients worldwide. As the wholly-owned execution services arm of Nomura Group, Instinet seeks to add value across the investment life cycle, providing: Agency Execution Services; Crossing & Liquidity Aggregation; and Workflow Solutions via Instinet Technology Solutions. We help instituional investors create, protect and capture alpha, reduce complexity, and lower overall trading costs to ultimarely improve investment performance. Over the course of our more than 50-year history, Insitnet has been a pioneer in electronic trading, creating of an array of now industry-standard technologies and services. For more information on how Instinet's commitment to being nimble and innovative helps clients every day, please visit instinet.com.

Michael Kamph

Visit https://www.matrixexecutions.com/

Matrix is a technology-driven firm founded by innovators and trusted, experienced industry professionals. We provide exceptional technology and execution services for the trading community.  The ability to quickly adapt to the ever-changing derivatives trading landscape is based on our deep industry involvement, our extraordinary staff, and our entrepreneurial spirit.  Exceptional execution services come from having close client relationships to assess their unique needs, experienced engineers to deliver innovative technology, and vast knowledge of handling derivatives execution for 20+ years.  We strive to provide the most advanced technology and best service in the business.

Liza Serro

Visit https://www.oppenheimer.com/

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 140 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients’ investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.

Joe Bile

Visit https://www.spiderrock.net/

SpiderRock is a technology and data provider deploying some of the most innovative algorithmic routing and risk management solutions commericially available to service buy-side funds, investment advisors, bank desks and proprietary trading firms around the world. The SpiderRock platform is a high-performance, cloud-based trading system empowering institutional clients with the tools and data analytics needed to build, manage, and scale equity, futures, and option strategies. 

Kasia Kobylarz

Visit www.wedbush.com

Wedbush Securities is the largest subsidiary of Wedbush Financial Services. Since its founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services. Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

Michael O'Callaghan

Visit https://www.tradewex.com/

Wolverine Execution Services (WEX) provides innovative technology and services to institutional traders via our platforms, algorithms, networks, agency brokerage desk and floor access. Our products and services currently being utilized by over a thousand active institutional users to execute, manage, and report U.S., Canadian and European equities, options, futures, and ETFs. 

Tim Martin