2023 Agenda

12:00 – 5:00p: Registration

10:00a – 11:00a: STA Retail Advisory Committee (RAC) Meeting (invitation only) Tentative 

12:30 – 1:30p: SIFMA Listed Options Trading Committee Meeting (invitation only)

1:45 – 2:30p: Buy Side Panel – State of the Industry

Moderator: Tyler Platte, Senior Manager, Institutional Block Desk, Charles Schwab

Panel Members:

• Andy Hicks, SVP, Director of ETF Portfolio Management and Trading, SS&C ALPS Advisors
• Mehmet Kinak, Global Head of Systematic Trading and Market Structure, T. Rowe Price
• Jason Vedder, Director, Global Trading and Operations, Driehaus Capital Management, LLC

2:45 – 3:30p: Evolution or Revolution in Today’s Markets

Themes: AI-Artificial Intelligence / Crypto In SEC Compliance / Innovation

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

Panel Members:

• Travis Briggs, CEO, Robó Global US
• Jeanine Hightower-Sellitto, Chief Commercial & Strategy Officer, EDX Markets
• Patrick McEvoy, Managing Director, Canaccord Genuity

3:45 – 4:00p: Regulatory Update

Speaker: Jim Toes, President and CEO, STA

Moderator: Mark Davies, CEO, S3

4:15 – 5:00p: The State of Equity Market Structure and Emerging Risks

Themes:  Investor Experience / Liquidity / SEC Proposals

Moderator: Larry Tabb, Head of Market Structure Research, Bloomberg Intelligence

Panel Members:

• Joe Mecane, Head of Citadel Execution Services, Citadel
• Steve Cavoli, Global Head of Execution Services, Virtu Financial