Options Insider Special Events

• Dan Busby, Chief Operating Officer, OCC leads a fireside chat with The Honorable Hester M. Peirce, Commissioner, U.S. Securities and Exchange Commission.

Welcome to the opening remarks for the 2025 Options Industry Conference delivered by Dan Busby, Chief Operating Officer for OCC.

Did our audience have their fingers on the pulse of the options market in 2024? Tune in to find out as we review the results of all of our audience sentiment polls for 2024 and beyond!

Join us for our 2024 Election Night Spectacular as we break down all the action with a variety of special guests (HINT: LISTEN UNTIL THE END) including:

• Dr. VIX - aka Russell Rhoads
• Aash Vyas
• Scott Bauer
• Matt Amberson
• Bill Uliveri
• Dan Gramza
• Dan Passarelli
• Uncle Mike Tosaw
• The Rock Lobster Andrew Giovinazzi
• John Smollen
• and more...

Industry panelists will discuss exchange operations, the state of competition, the return of floor trading and resiliency for the next 50 years.

Moderator:

Paul Jiganti, Managing Director, Business Development & Market Structure Strategy, IMC

Panelists:

• Andrej Bolkovic, Chief Executive Officer, OCC
• Shelly Brown, Executive Vice President, Strategic Planning and Business Development, MIAX
• Sean Feeney, Head of US Options, Nasdaq
• Kevin McCarthy, Chief Administrative Officer and Head of Clearing, Clear Street

Dive into an insightful exploration of the distinctions between the US and European options markets in this engaging session. Delve into the repercussions and investment prospects stemming from the escalating trading activity flowing from Europe to the US. Uncover the driving forces behind the burgeoning retail sector in Europe and gain valuable forsight into forthcoming market trends.

Moderator:

David Cross, Co-Head of Options, DASH Financial Technologies

Panelists:

• Lauren Arbid, Director, US Head of Relationship Management, ABN AMRO Clearing USA LLC
• Mathieu Boivin-Carrier, Director, All Options USA
• James Putra, Vice President and Head of Product Strategy, TradeStation
• Dr. Randolf Roth, Member of the Executive Boards, Eurex

The 2024 election season could dramatically impact finance and investing. This session will cover what is known - and how to prepare for the unknowns.

Moderator:

Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA

Panelists:

• Dennis Davitt, Chief Investment Officer, Millbank Dartmoor Portsmouth
• Geoff Gaiss, Vice President, Global Derivatives, TRAFiX
• Jim Toes, President and Chief Executive Officer, Security Traders Association

In the derivatives space, the ability to innovate is non-negotiable. Learn what new paths are being forged in equities, ETFs and digital transformation.

Moderator:

Lule Demmissie, Chief Executive Officer US, eToro

Panelists:

• Geralyn Endo, Relationship Manager, Options Lead, MEMX
• Kevin "Lex" Luthringshausen, Senior Vice President, Chief Content Officer, Tradier Inc, Tradier Hub
• Laura Morrison, ETF/Investment Industry Advisor, Former Chief Revenue Officer, Direxion

Hear directly from top investment managers about their worries, their views on where the growth is, and whether they're putting listed options, including 0DTEs, to work.

Moderator:

Joe Lewis, Head Corporate Hedging & FX Solutions, Jefferies

Panelists:

• Eric McArdle, Managing Director, Advisor Solutions, Simplify
• Blake Dinger, Portfolio Manager, SpiderRock Advisors
• Megan Morgan, Head of Market Structure, Belvedere Trading

Welcome

• Ed Modla, Executive Director, Investor Education, OCC
• Mat Cashman, Principal, Investor Education, OCC

Virtual Welcome

• The Honorable Patrick McHenry (R-NC) Chairman, U.S. House Financial Services Committee