Options Insider Special Events

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 Panelists: Annabelle Baldwin, Chief Revenue Officer, SpiderRock Shawn Cruz, Business Development Lead, IMC Geralyn Endo, Head of Options Business Development, MEMX

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 Panelists: Mark Benzaquen, Principal, Investor Education, OCC Jermal Chandler, Head of Options Strategy, tastytrade Brent Kochuba, Founder, SpotGamma

Emerging Technologies, Advanced Analytics and Automation in Options Trading: Transforming Strategies and Market Dynamics Cutting edge technologies are reshaping the landscape of options trading, enhancing decision-making processes and driving innovation in trading strategies. This panel will explore how market participants leverage sophisticated modeling techniques to identify opportunites, optimize trade execution, and navigate the ethical challenges associated with increased reliance on automation in financial markets. Moderator: Ivan Brown, Chief Operating Officer, Options, IEX Panelists: Steve Crutchfield, Head of Business Development, Chicago Trading Company Joe Mazzola, Director, Trading & Education, Charles Schwab & Co Nate Pomeroy, Principal, Wolverine Trading

Navigating Market Trends: Buyside Perspectives in Options Trading Moderator: Joe Lewis, Head of Corporate Hedging and FX Solutions, Jefferies Financial Group Panelists: Rachna Mathur, Head of Equities, Americas, EUREX Eric Metz, Managing Director, Chief Investment Officer & Head of SpiderRock Advisors John Smollen, Executive Vice President, Exchange Traded Products, MIAX

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: Geoff Gaiss, Vice President, Global Deriviatives, TRAFiX Panelists: John DiBacco, Global Head of Derivatives, Clear Street Brian Gilbart, Head of Options Market Development, NYSE Sara Levin, Director, ETF and Derivative Trading, WallachBeth Capital Matt McFarland, Senior Vice President, Capital Markets, Vest Financial

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 Panelists: Christopher Larkin, Managing Director, Head of Trading & Investing, E*TRADE from Morgan Stanley Tanya Patwa, Head U.S. Options Sales, Nasdaq Tony Zhang, Chief Strategist, OptionsPlay Patrick Zielinski, Chief Executive Officer, Box Options Market

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 Panelists: Arianne Adams, Chief Strategy Officer & Head of Derivatives, Webull Matt Amberson, Principal, ORATS Steve Sosnick, Chief Strategist, Interactive Brokers

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

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

This session will center on how the market may be affected by regulatory developments and Federal Reserve decisions. Moderator: Steve Luparello, Principal, Gaillard Group LLC Panelists: Gregg Berman, Managing Director, Market Analytics and Regulatory Structure, Citadel Mark Davies, Chief Executive Officer, S3 Jill Sommers, Chair of the Derivatives Practice Group, Patomak Global Partners

Keynote Speaker: Rorke Denver, Navy SEAL Commander (Ret.), Leadership & Peak Performance Specialist Throughout his action-packed, hair-raising combat career, retired Navy SEAL Commander Rorke Denver successfully led his troops through unforgiving special forces missions in challenging, do-or-die environments in the Middle East, Africa, Latin America, and other international hot spots. Having overseen every phase of training for the U.S. Navy SEALs, Denver has lived what it takes to succeed in fast-moving environments where chaos is all around you and there’s no guarantee that you’ll live to fight another day. Denver’s own experiences provide the basis for the sought-after lessons he shares with audiences as he helps teams and individuals live and perform at their highest level, even when it seems like everything is working against them. 

The investor paradigm is shifting. To meet buyers and sellers where they are, the markets and exchanges have to adapt. Moderator: JJ Kinahan, Chief Executive Officer, IG North America Panelists: Johnathan Hampton, Director of New Sales and Partnerships, Exegy Jessica Inskip, Director of Education and Product, Options Play Steve Quirk, Chief Brokerage Officer, Robinhood Markets, Inc

Amid the ongoing increase in options volume, a host of issues and opportunities remain, including the potential for international growth, educating investors and questions about the role of AI. Moderator: Steve Crutchfield, Head of Business Development, Chicago Trading Company Panelists: Chris Larkin, Managing Director, Head of Trading and Investing, E*TRADE from Morgan Stanley Joe Mazzola, Director, Trading & Education, Charles Schwab & Co Greg Stevens, Vice President, Fidelity Investments