Agenda
8:30 Breakfast with Exhibitors
9:00
Chairperson’s
Opening Remarks
State of the State of Institutional Option Trading
David Mortimer,
Chief Executive
Officer
3-D Markets
9:30
Buyside Panel
Facing
the Liquidity Challenge – View from the Buy-Side
Moderator:
Andy Nybo,
Senior Analyst
Tabb Group
Panelists:
Will Bartlett,
Head Trader
Parallax Fund
Elisa Aylward,
Senior Trader
ClearBridge Advisors
Diane Garnick,
Investment Strategist
Invesco
10:15
Providing Liquidity to a Demanding Marketplace:
Risk/Reward and the Evolution of the Market Maker Role
Moderator:
Andy Nybo,
Senior Analyst
Tabb Group
Panelists:
Ross Moore, Chief Executive Officer
LaBranche Structured Holdings LLC
Ed Haravon, Partner
Spot Trading LLC
James Hyde,
Trader, AGS
Specialist & Vice Chairman
American Stock Exchange
11:00 Refreshment Break with Exhibitors
11:15
Non-displayed Liquidity – Challenges and
Advantages of
Trading in the Dark
-Internalization, Reserve and
Dark Pools
Moderator:
David Easthope,
Senior Analyst
Celent
Panelists:
Jeromee
Johnson,
President
3-D Markets
George Tull,
Managing Member
ONPOINT Executions
Jay Biancamano,
Director, Corporate Strategy
Liquidnet
11:45
Slicing
and Dicing Option Orders – Black Boxes,
Algorithms and Ginsu Knives
-Option Algo’s, EMSs, other
sell-side and buy-side tools
Moderator:
Brad Bailey,
Director, Business Development
Knight Capital Group Inc.
Panelists:
Brent Kochuba,
Head of AES Options
Credit Suisse
Cord
Mossberg,
Director
Torc
Investments & Research
JP Xenakis, Head of Electronic Listed Options
Goldman Sachs
Tim Brennan, Managing Director, Automated Market Making
Merrill Lynch
12:15
Technology Panel
The
Derivatives Data Tsunami – Volumes,
Throughput and Latencies
Moderator:
Thomas Jordan,
President &
CEO
Jordan & Jordan
Panelists:
Martin
Koopman, President
Orc
Software
John Coulter, Vice President
Vhayu Technologies
Frank Piasecki,
President
ActivFinancial
Chris Church, Managing Director
BT Global Financial Services
Michael Stern, Founding Partner
Derivix
1:00 Luncheon with Exhibitors
2:00
How Evolving
Portfolio Management is pushing
Option
Trading - The Demand Side of the Volume Equation
-Buy-Writes, Active Extension
Strategies, Arbitrage Strategies
Moderator:
Phil
Gocke,
Managing Director
OIC - Options Industry Council
Panelists:
John Barun, President & CEO
Capital Markets Consulting
Sheldon Natenberg,
Director of Education
Chicago Trading Company
Ravi Jain,
Principal
Savitar Consulting
2:45
Best Execution and TCA – Certainty, Price and Size:
Measuring Option Trading Performance
Moderator:
Mark Longo,
Founder
The OptionsInsider.com
Panelists:
Rod Taylor,
Vice President
Quantam 5
John Wightkin, Founder and Consultant
QSG - Quantitative Services Group
Harry Temkin, Executive Vice President, Institutional
Investment Management and Trading
Reuters
3:15
Refreshment Break with Exhibitors
3:30
Regulatory Session
How the
Rules of the Game are Changing – Regulation
Moving
the Options Industry toward and Order-Driven
Marketplace
Moderator:
William Uchimoto,
Partner; Chair, Securities Practice Group
Saul Ewing LLP
Panelists:
Elizabeth King, Associate Director, Div. of Market Regulation
SEC
Richard Rudolph, Vice President & Counsel
PHLX
Doug Engmann,
Senior
EVP, Managing Director of Equities
Newedge USA, LLC
Scott Morris, Chief Executive Officer
BOX Options Exchange
4:15
Competition,
Fragmentation and Consolidation:
How the
Exchanges are Positioning Themselves
Moderator:
Ravi Manchi,
Principal
Westwater Corporation
Panelists:
Ed Boyle,
Vice President and
Director
NYSE/ARCA Options Exchange
Adam Nunes, Vice President
NASDAQ
Transaction Services
Ed Provost, Executive Vice President
Chicago Board Options Exchange
4:45
Conference Adjourns
