Options Insider Special Events

Steve Sears, Senior Editor and columnist with Barron's, conducted a fireside chat with Craig Donohue, Executive Chairman and CEO of OCC, on the evolution of the options industry and OCC's role as an important market utility and industry advocate.

Moderator: Andy Nybo

• Ed Boyle, BOX Options Exchange
• Andy Lowenthal, CBOE
• Shelly Brown, MIAX
• Kevin Kennedy, Nasdaq
• Ivan Brown, NYSE

For the first time, the Options Industry Council and Cerulli Associates team up to provide the investing community with a new benchmark study on the current state of how and why financial advisors implement exchange-listed options in client investment portfolios. Cerulli Senior Analyst Emily Sweet presented key findings of the just-released study which examines how top advisors are using options, why others are not, and opportunities for the industry to broaden adoption of their use.

Henry Schwartz, President, Trade Alert, LLC, provides a detailed look at recent trends and current hot issues in today's options markets. The discussion focused on how automation, fragmentation, and competition are impacting the diverse mix of participants in today's option market landscape.

Frank Tirado, OIC

• Amy Lawson, OCC
• Jim Toes, Security Traders Association
• Paul Jiganti, SIFMA Options Committee

• Patty Schuler, BOX Options Exchange
• William Looney, CBOE
• Joe Bracco, MIAX Options
• Tanya Patwa, Nasdaq
• Mark Krommenhoek, NYSE

A recent survey revealed that 62% of Millennials said they have investment accounts but just 9% of Millennials said they consider themselves investors. Industry experts will share their experiences in reaching, educating and working with this critically important demographic.

Moderator: Ian Rosen, StockTwits

• Tony Zhang, OptionsPlay
• Kristi Ross, tastytrade
• Mary Ryan, TD Ameritrade

ETFs represent over $2.65 trillion in AUM. Options on ETFs comprise ~42% of the exchange listed options volume. Seven of the Top 10 listed options symbols are on ETFs. Options experts from three ETF issuers shared their insights on further improving the ETF option industry ecosystem, how they drive investor demand for options on ETFs, and how option market makers have improved their ability to quote options on ETFs by pricing the ETF basket in real time.

Moderator: Douglas Yones, NYSE

• Parag Shah, BlackRock
• Dave LaValle, State Street Global Advisors
• Steven Oh, Van Eck

Exchange and clearinghouse Washington representatives discussed current legislative and regulatory dynamics and proposals impacting the listed options industry.

Moderator: Julie Bauer, OCC

• Lita Frazier-Brannan, CBOE
• Hope Jarkowski, ICE
• Jeff Strunk, Forbes Tate

OCC Executive Chairman and CEO Craig Donohue spoke with Congressman Tom Reed (R-NY 23rd District) about the outlook for Congressional action in 2017 and the most significant items on the Hill's agenda.