Options Insider Special Events

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

Presenter: Henry Schwartz, Vice President, Global Head of Client Engagement, Cboe Global Markets

Moderator:

• Geralyn Endo, Member Experience, MEMX

Panelists:

• David Cross, Co-Head of Options, Dash
• Geoff Gaiss, Vice President, Global Derivatives, Trafix
• Jim Hyde, Senior Director, Head of Business Development and Strategic Partnerships, ICE/NYSE
• Kevin "Lex" Luthringshausen, Senior Vice President, Sales and Business Development, Tradier, Inc.

Moderator:

• Walton Liles, Principal, Blue Ridge Law and Policy

Panelists:

• Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA
• Jim Hall, Executive Director, Government Relations, OCC
• Jim Toes, President and Chief Executive Officer, STA

Moderator:

• Pat Hickey, Managing Director, Participant Services and Solutions, OCC

Panelists:

• Megan Morgan, Head of Market Structure, Belvedere
• Sean Truett, Senior Vice President, Strategy and Business Development, BOX Options Market LLC
• Matt Weinstein, Senior Derivatives Salesperson, Citadel Securities

Moderator:

• Paul Jiganti, Managing Director, Business Development and Market Structure Strategy, IMC

Panelists:

• Andrej Bolkovic, Chief Executive Officer, OCC
• Nick LaMaina, Global Head of Broker Dealer Solutions, eToro
• Tony Zhang, Chief Strategy Officer, OptionsPlay

Fireside Chat:

• Jill Sommers, Chair, Derivatives Practice Group, Patomak

Global Partners:

• Lule Demmissie, U.S. Chief Executive Officer, eToro

Keynote Speaker: The Honorable Summer K. Mersinger, Commissioner, Commodity Futures Trading Commission

Moderator:

• Julie Bauer, Chief External Relations Officer, OCC

Moderator:

• Annabelle Baldwin, Chief Revenue Officer, SpiderRock

Panelists:

• Arianne Adams, Senior Vice President, Head of Derivatives, Cboe Global Markets
• Kevin McCarthy, Managing Director, Head of Financing and Clearing, B of A Securities
• Tanya Patwa, Managing Director, Head of U.S. Options Sales, Nasdaq

Moderator:

• JJ Kinahan, Chief Executive Officer, IG North America, tastytrade/tastylive

Panelists:

• Joe Bracco, Senior Vice President, Head of Sales, MIAX
• Jason Hedberg, Global Head of Equity Derivatives and Flow Distribution, UBS
• Henry Schwartz, Vice President, Global Head of Client Engagement, Cboe Global Markets