88th Annual Conference

 

April 15, 2024
7:30 AM - 9:00 PM
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NYSE
20 Broad Street
New York, NY 10005
Directions

Join us for STANY's 88th Annual Conference April 15th from 7:30 a.m. to 9 p.m. at the NYSE.   The premier event on STANY's calendar, our Annual Markets Conference & Reception will feature thought provoking panels and speakers, opportunities to network and make meaningful business connections in the securities and financial services industry. Join us for a full day of content and networking, kicked off by our Women in Finance Breakfast. Details will be updated regularly.

WE HAVE REACHED CAPACITY FOR THE EVENT AND REGISTRATION IS CLOSED AS OF 5 PM ON 4-11. IF YOU HAVE NOT REGISTERED, WE HOPE TO SEE YOU AT FUTURE EVENTS. 

7:30 AM
Registration and Breakfast

8:00-9:20 AM
Women in Finance Breakfast 

    Conversation with Darlene Pasquill, Managing Director Head of Equity Division, Mizuho Americas with Patricia Koetzner, Siebert Williams Shank 

    Presentation of STANY's Award for Outstanding Contribution to the Industry to Former Congresswoman, Carolyn B. Maloney with Lisa Utasi, Director Senior Trader, ClearBridge Investments     
    Be Boldly Brilliant: Igniting Your Success Spark with Regina Huber, CEO, Transform Your Performance 
    Questions to reflect on before the event: 1. How easy or hard is it for you to be visible in your career? – Why do you think that is? 2. What are 3-5 qualities that people really appreciate about      you? 3. Do you have a burning passion you want to integrate into your career? Can you use your creativity to make it happen?    

9:35-9:40 AM
Introduction by STANY President, Brian Cashin 

     
 9:40-10:20 AM
Let's Hear from the Exchanges

    Moderator, Mark Davies, CEO, S3
    Joseph Bracco, Senior Vice President, MIAX 
    Josh Burch, Senior Director, Head of Equity Product Development, NYSE
    Adrian Griffiths, Head of Market Structure, MEMX
    Andrew Oppenheimer, Vice President, Head of Business Development US Equities, Nasdaq
    John Ramsay, Chief Market Policy Officer, IEX
    Oliver Sung, VP Head of Equities, Cboe Global Markets

10:20-11:00 AM
How AI is impacting Trading and Research
    Moderator, Evan Schnidman, Co-founder and CEO, Outrigger Group
    Illit Geller, Partner, Business Development, AWZ X-Seed Venture Partner, Reliance Tech Fund
    Jesse Greif, COO, OneChronos
    Robert Louka, Head of Trading, Quantitative Equity Group, Vanguard 
    David Mechner, CEO and Founder, Pragma
    Phil Pearson, Director, Head of Product, Barclays

11:00-11:40 AM (Freedom Hall) 
The Latest in Digital Asset Trading
 
    Moderator, Dave Weisberger, Chairman of the Board, CoinRoutes
    Paul Famighetti, Managing Director, Talos
    Jeanine Hightower-Sellitto, Chief Commercial and Strategy Officer, EDX Markets 
    Joe Schifano, Global Head of Regulatory Affairs, Eventus

11:00-11:40 AM (Boardroom) 
Industry Update on Short Dated Equity Options and the Retail Landscape

    Moderator, Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA
    Shelly Brown,Executive Vice President, Strategic Planning and Operations at MIAX Options & Miami International Holdings
    Tommy Martin, Co-head of Options Business, Dash Financial 
    Ovi Montemayor, Managing Director, Market & Execution Services, Charles Schwab
    Mandy Xu, Vice President Head of Derivatives Market Intelligence, Cboe Global Markets

11:40 AM-12:20 PM
Sourcing Liquidity in Today's Markets
    Moderator, Ari Burstein, General Counsel & Chief Policy Officer, Imperative Execution
    Armando Diaz, CEO, Purestream
    Abhishek Kundu, Global Head of Electronic Product, BMO Capital Markets 
    Frederic Mason, Executive Director, US Equity Trading, JP Morgan Asset Management 
    Charlie Whitlock, Head of America’s Distribution, XTX

11:45 AM-1:00 PM
Lunch

1:00-1:30 PM (Freedom Hall)
Fireside Conversation
U.S. Senate Candidate John Deaton
Moderator, Dave Weisberger, Chairman, CoinRoutes 

1:00-1:30 PM (Hamilton Room)
Emerging Leaders Fireside Chat
   
Moderator, Alexandra Reisinger, Relationship Manager, NYSE
    Neil Freyman, Executive Editor and Cohost, Morning Brew Daily
    Toby Howell, Editorial Social Lead and Cohost, Morning Brew Daily
    

1:30-2:00 PM (Freedom Hall) 
Navigating Canadian Markets
    Moderator, Shelley Eleby, Managing Director, Head of Marketing Electronic Trading, BMO Capital Markets
    Rizwan Awan, Head of TMX Markets, Products and Services and President, Equity Trading, TMX
    Richard Carleton, CEO, CNSX Markets Inc.

1:30-2:00 PM (Hamilton Room) 
Data Migration to the Cloud

    Moderator, Tom Jordan, CEO and President, Jordan & Jordan
    David A. Hoag, Chief Information Officer, OCC  
    Rob Laible, Head of Americas, BMLL Technologies

2:00-2:10 PM
Presentation by STANY's President's Choice Charity- The Honor Foundation

2:10-2:50 PM
Trends to Watch in 2024 and Beyond
   
Moderator, Justin Schack, Partner & Head of Market Structure, Rosenblatt Securities 
    Arianne Adams, Chief Strategy Officer & Head of Derivatives, Webull 
    Michael Blaugrund, CEO, DriveWealth
    Jon Herrick, Chief Product Officer, NYSE
    Joseph Mecane, Head of Citadel Execution Services, Citadel Securities 

2:50-3:30 PM (Freedom Hall) 
What to Expect on May 28th-Day 1 of T+1
    Moderator: Chris Hempstead, Head of ETF AP and Global Portfolio Trading, Mirae Asset Securities (USA) Inc.
    Chris Clark, Institutional Strategy, Jane Street 
    Jill Laverty, MD, Head of Equity International ETF Creation & Redemption
, Bank of America
    Jeffrey Sardinha, Managing Director, Head of ETF Solutions, Americas, State Street 

2:50-3:30 PM (Hamilton Room) 
Fireside Chat: How to Trade the US Election- Washington Analysis, Predictors, and Trends

    Joel Oswald, Principal, Williams & Jensen
    Kathryn Vera Rooney, Chief Market Strategist, StoneX Group

3:30-4:10 PM (Freedom Hall) 
Managing Risk in the Era of Big Cyber Regulations  

    Moderator, Mahlet Makonnen, Principal, Williams & Jensen
    Vlad Brodsky, Chief Information Security Officer and Chief Information Officer, OTC Markets Group
    JF Legault, Deputy CISO, Global Head of Cybersecurity Operations, JPMorgan Chase 
    Fernando Ruiz, Director of Security, S3

3:30-4:10 PM (Hamilton Room)
The New World of Custody and Clearing
    Moderator, Michael Scaplen, Head of National Sales, Axos
    Connor Coughlin, Chief Commercial Officer, Apex
    Jon Fowler,  Chief Technology Officer, RQD* Clearing 
    Kevin McCarthy, Chief Administrative Office and Head of Clearing, Clear Street 
    Gary Wiedman, Head of Clearing, Velocity Clearing  

4:10-4:30 PM Networking Break

4:30-5:10 PM
 The Future of Retail Trading
    Moderator, Dan Zinn, General Counsel & Chief of Staff, OTC Markets Group
    Matthew Billings, Vice President, Brokerage & President, Robinhood Financial & Robinhood Securities, Robinhood
    Anthony Denier, Group President & CEO of Europe and the Americas, Webull
    Raj Iyer, Chief Product Officer, Templum 
    Nick Otte, Director of Client Strategy, GTS Securities 

5:10-5:20 PM
Presentation of STANY Emerging Leaders Scholarship to Ethan Lee

5:20-5:40 PM 
STANY Honor's Presentation 

5:40-6:10 PM
Lessons in Managing Risk from Sports Trading a/k/a Betting 
    Moderator, James Hyde, Head of Business Development and Strategic Partnerships, NYSE
    Anthony Jonikas, Co-founder, Pikkit 
    Alex Kane, CEO and Founder, Sporttrade
    Dean Sisun, CEO and Cofounder, Prophet Exchange 
    Nick Sonnenberg, CEO and Founder, Leverage

6:10-6:30 PM
Networking Drinks

6:30-9:00 PM
Party on the NYSE Floor and Raffle Drawing for The Honor Foundation

Times are approximate and subject to change 

SPEAKER BIOS

11TH ANNUAL STANY HONORS

Award for Outstanding Contribution to the Industry
Carolyn Maloney, Former US Congresswoman from New York 

Award for Excellence and Industry Commitment
Adam Inzirillo, Executive Vice President, Head of Data and Access Solutions, Cboe Global Markets

Award for Innovation in Trading and Finance

About this year's honorees

RAFFLE TO BENEFIT 

STANY's Anti Trust Policy applies to this and all other STANY Events. 

THANK YOU TO OUR 2024 PARTNERs

DOUBLE DIAMOND
DIAMOND
PLATINUM 
CHARTER WOMEN IN FINANCE 
GOLD 
SILVER 
 
   
WOMEN IN FINANCE 
BRONZE

Tickets

$420.00 Full Day Regular Member Ticket

$290.00 Full Day Junior Member Ticket

$595.00 Full Day Ticket with 2024 Dues Payment - available to members who did not yet pay 2024 dues

$420.00 Full Day Ticket with 2024 Junior Member Dues Payment - available to members who did not yet pay 2024 dues

$660.00 Full Day Non-Member Ticket

$285.00 Buy-side Non-Member Ticket - Subject to verification and may be refunded if not verified as a buy-side trader (Free if you join- contact [email protected])

$595.00 Full Day Ticket + New Regular 2024 Membership- MUST fill out an application and submit the application without payment

$420.00 Full Day Ticket + 2024 Junior Member Dues Payment - MUST fill out a membership application and submit the application without payment

$250.00 Regulator Ticket - Full Day (available to the SEC, FINRA, CFTC, MSRB)

$150.00 WIF Breakfast Program Only Ticket 7:30-9:30 AM (Member and Non Member)

$325.00 Party Only - entry to the post conference Party at 6:00 PM-Member and Non-member

$1,250.00 Party Only Group tickets- 5 tickets

$250.00 Regulator Ticket - Full Day (available to the SEC, FINRA, CFTC, MSRB)