STA 91st Annual Market Structure Conference: Shifting the Landscape

September 18-20, 2024
JW Marriott Grande Lakes
Orlando, FL

Our 2024 Conference, Shifting the Landscape, reflects the typical and atypical forces that impact our market structure. Regulatory agendas, new innovations, and a Presidential election at the backdrop of a wide and once-in-a-generation range of geopolitical events, Shifting the Landscape illustrates where we are as an industry, and the imperative need for proactive adaption.

Hosted at the JW Marriott Grande Lakes Orlando, the sprawling property will allow for a Golf Tournament at the esteemed Ritz-Carlton Golf Club and poolside networking events that fit seamlessly alongside our regular program. This year’s conference will offer in-person registration only.

Four levels of sponsorship will be offered again for 2024. Our Sponsorship Prospectus contains sponsor benefits, extensive branding opportunities, pricing and other important information. Reach out to dawn@securitytraders.org to sponsor today!

Keynote Speaker

Panel Discussions
& Firesides

Fireside Discussion

• Dan Gallagher, Chief Legal, Compliance & Corporate Affairs Officer, Robinhood
• Brett Redfearn, Founder and CEO, Panorama Financial Markets Advisory

Trading Spaces: Exploring the Impact of Innovation and Regulation on Exchanges, ATS’s and Broker Dealers

This panel will discuss how innovation and regulatory actions in the equity markets impact the roles of ATSs, Broker Dealers and Exchanges, guided by the SEC’s principle of fostering competition between and among market participants to enhance market quality and resiliency.

• Armando Diaz, CEO, PureStream
• Adam Inzirillo, Executive Vice President, Global Head of Data & Access Solutions, Cboe Global Markets
• Ben Klixbull, Head of Distribution & Liquidity Management Americas, XTX Markets *NEW*
• Chuck Mack, Head of Strategy, North America Trading Services, Nasdaq
• MODERATOR: Eric Stockland, Managing Director, Co-Head of Global Electronic Trading, BMO Capital Markets

Are Regulators Missing Their Mark? 

Experts will identify areas in the marketplace that need to be updated or new regulatory policies, despite the ambitious agendas currently in place.

• Matt Billings, Vice President, Brokerage & President, Robinhood Financial & Robinhood Securities
• Sapna Patel, Head of Americas Market Structure & Liquidity Strategy, Morgan Stanley
• Joe Pleffner, Principal, GTS Securities
• MODERATOR: Elisabeth Kirby, Managing Director & Head of Market Structure, Tradeweb

ETF Trading & Seeking Liquidity

ETFs have reshaped investing by expanding investors’ access to diverse and previously unavailable strategies and asset classes. This panel will demystify ETF trading by providing a deeper understanding of their mechanics and how institutions are employing them.

• Chris Clark, ETF Strategist, Jane Street
• Eric Pollackov, Global Head of ETF Capital Markets, Invesco
• Joyce Rosely, Senior Relationship Manager, MarketAxess
• Douglas Yones, Head of Exchange Traded Products, NYSE

Continued Democratization of Retail Investing

Today retail investors have more tools and opportunities to actively manage and grow their wealth. This discussion will focus on product innovations available to retail investors and the transformative impact of technology and education on democratizing access to financial markets.

• Arianne Adams, Chief Strategy Officer & Head of Derivatives, Webull
• Joe Mecane, Head of Execution Services, Citadel Securities
• Kimberly Russell, Vice President, Global Market Structure & ETF Advocacy, State Street Global Advisors
• MODERATOR: Jacob Rappaport, Global Head of Equities, StoneX *NEW*

Listed Options, They’re Everywhere

Options offer the dual benefits of risk management and income generation, while their fungibility enhances liquidity in their underlying assets. These attributes make listed options a versatile and valuable tool for both retail and institutional investors.

• Shawn Cruz, Business Development Lead, IMC Trading
• Jennifer Setzenfand, Vice President, Senior Trader, Equities and Derivatives, Federated Hermes
• Geralyn Endo, Head of Options Business Development, MEMX

Preliminary
Program at a Glance

Tuesday, Sept. 17

3 p.m. – 6 p.m. – Welcome Registration

Wednesday, Sept. 18

8 a.m. – 12 p.m. – Committee Meetings
11:30 a.m. – 1 p.m. – 9th Annual STA Women in Finance Symposium
11:30 a.m. – 1 p.m. – Welcome Lunch
1 p.m. – 4:30 p.m. – General Session
4:30 p.m. – 6 p.m. – Welcome Reception
6 p.m. – Free Evening

Thursday, Sept. 19

7 a.m. – 8 a.m. – Breakfast
8 a.m. – 12 p.m. – General Session
12 p.m. – 1:30 p.m. – Lunch
1 p.m. – 5:30 p.m. – Golf Tournament *NEW*
1 p.m. – 5 p.m. – Cabana/Pool Event *NEW*
5:30 p.m. – 6:30 p.m. – Cocktail Reception
6:30 p.m. – 8:30 p.m. – Dinner & Entertainment featuring Comedian Nathan Macintosh

Friday, Sept. 20

8 a.m. – 9 a.m. – Breakfast
9 a.m. – 12 p.m. – General Session
12 p.m. – Keynote Speaker, Farewell Lunch

*All times EDT. Times and events subject to change.