Agenda

All

Tuesday, May 1, 2018
2:00 pm – 6:00 pm

Registration, featuring live entertainment and refreshments.

Wednesday, May 2, 2018
8:00 am – 6:00 pm

Registration

8:00 am – 12:30 pm

Optional Events

 

Golf Outing

 

Backwater Fishing

Morning

Committee Meetings

10:00 – 11:30 amOIC Roundtable Meeting
12:30 – 1:45 pmSTA Listed Options Committee Meeting
1:45 – 3:00 pmSIFMA Committee Meeting
2:30pm – 6:30 pm

Attendee Lounge Open

3:00 pm – 5:00 pm

Opening Session

3:00 pm – 3:15 pm Opening Remarks
3:15 pm – 4:00 pmExchange & Industry Updates

Patty Schuler, BOX
Eric Frait, Cboe
Joe Bracco, MIAX
Sean Feeney, Nasdaq
Mark Krommenhoek, NYSE
Amy Lawson, OCC
Frank Tirado, OIC
Ellen Greene, SIFMA
Jim Toes, STA
4:00 pm – 4:30 pmSullivan Award Presentation
Join us as we present the Sullivan Award to Gary Katz, former President & Chief Executive Officer of the International Securities Exchange (ISE).
4:30 pm – 5:00 pmState of the Industry
Henry Schwartz from Trade Alert presents a detailed look at trends and current hot issues in today's options market.

Henry Schwartz, Trade Alert
5:00 pm – 6:30 pm

Attendee Lounge Grand Opening Reception

6:30 pm – 9:30 pm

Welcome Dinner on Oceanside Beach

Thursday, May 3, 2018
7:00 am – 12:30 pm

Registration

7:00 am – 12:30 pm

Attendee Lounge Open

7:00 am – 8:00 am

Breakfast in Attendee Lounge

8:00 am – 10:30 am

Sessions

8:00 am – 8:15 am Welcome Remarks
8:15 am – 9:00 amCurrent and Future State of Volatility
Elinor Comlay from EQ Derivatives leads an engaging session on volatility and its impact on trading participants in the options market.

Moderator: Elinor Comlay, EQ Derivatives
Rob Hocking, DRW
Euan Sinclair, Talton Capital Management
Aash Vyas, Pier88 Investment Partners
9:00 am – 9:45 amA View from the Top
Craig Donohue, Executive Chairman and CEO of OCC, conducts a fireside chat with Adena Friedman, President & CEO of Nasdaq, on the key themes impacting the global capital markets.

Adena T. Friedman, Nasdaq
Craig Donohue, OCC
9:45 am – 10:30 amOptions Liquidity in the Face of Changing Regulation
Key industry panelists discuss the evolution of market regulation and its impact on listed options liquidity across multiple market segments.

Moderator: John J. Fennell, OCC
Steve Crutchfield, CTC
Mauricio Izurieta, BAML

10:30 am – 11:00 am

Snack Break in Attendee Lounge

11:00 am – 12:30 pm

Sessions

11:00 am – 11:45 amIndustry Leaders Panel
Exchange leaders, alongside OCC leadership, will touch on an array of current topics affecting the options industry.

Moderator: J.J. Kinahan, TD Ameritrade
Ed Boyle, BOX
Andy Lowenthal, Cboe
Shelly Brown, MIAX
Kevin Kennedy, Nasdaq
Ivan Brown, NYSE
Scot Warren, OCC
11:45 am – 12:30 pmKeynote Speaker
Join us for our keynote presentation, acclaimed author Stephen J. Dubner.

1:00 pm – 4:30 pm

Networking/Cabana Event at Oceanside Beach

7:00 pm – 10:00 pm

Exchange Dinner at Marshview Terrace

Friday, May 4, 2018
7:00 am – 12:30 pm

Registration

7:00 am – 12:30 pm

Attendee Lounge Open

7:00 am – 8:00 am

Breakfast in Attendee Lounge

8:00 am – 9:45 am

Sessions

8:00 am – 8:30 amWashington Outlook
Exchange and clearinghouse Washington representatives discuss policy and politics in 2018.

Moderator: Julie Bauer, OCC
Terry Campbell, Nasdaq
Jeff Strunk, Forbes-Tate
Lita Frazier, Cboe
Hope Jarkowski, Intercontinental Exchange
8:30 am – 9:00 amCoffee with Cott
Listen as experienced Financial Advisors share how they have integrated options into their practice to differentiate themselves from their competition and grow their client base.

Moderator: Eric Cott, OCC
Michael Galantino, CV Brokerage, Inc.
Brandon Setlock, Charles Schwab & Co.
Paul Feinstein, 1st Republic
9:00 am – 9:45 amDemystifying ETF Options Trends
Find out from this expert panel composed of ETF issuers and options market makers what is driving the trends in client ETF options usage and the implications for the ETF and options industries and their respective participants.

Moderator: Steve Oh, Nasdaq ETF’s
Grayson Lipton, PowerShares by Invesco
Lawrence Tanzman, Citadel
Stacey Gilbert, Susquehanna International Group
James Maund, State Street Global Advisors

9:45 am – 10:15 am

Snack Break in Attendee Lounge

10:15 am – 12:15 pm

Sessions

10:15 am – 10:45 amInnovative Technologies within the Options Industry
Jill Malandrino, Nasdaq Global Markets Reporter, moderates a discussion on key innovations and trends in technology and their impacts on the options industry.

Moderator: Jill Malandrino, Nasdaq
Tony Zhang, Options Play
Peter Maragos, DASH
Travis McGhee, TradeStation
10:45 am – 11:30 amOptions and the Institutional Investor
Richard Johnson, from Greenwich Associates, presents findings from their Institutional Participant research study, followed by a conversation with industry panelists.

Moderator: Richard Johnson, Greenwich Associates
Eric Metz, SpiderRock Advisors
Arianne Criqui, Goldman Sachs
Carlos Chujoy, Employees Retirement System of Texas
11:30 am – 12:00 pmPerspective from Capitol Hill
OCC President and Chief Operating Officer John Davidson talks with U.S. Representative Randy Hultgren (R-IL-14) about the outlook for action in Washington, D.C. in 2018, and the most significant financial markets issues facing policymakers.

Congressman Randy Hultgren (R-IL)
John Davidson, OCC
12:00 pm – 12:15 pmPassing of the Hammer & Closing Remarks

1:15 pm – 5:00 pm

Optional Events

 

Marsh Kayaking

 

Eclipse Pedal Boarding

 

Voluntourism Event

7:00 pm – 10:00 pm

Closing Dinner at The Sprouting Project

*Program is tentative and subject to change. A full conference agenda with session information will be posted in early 2018.


Previous Agendas
OIC Conference Agenda 2017
OIC Conference Agenda 2016
OIC Conference Agenda 2015
OIC Conference Agenda 2014
OIC Conference Agenda 2013
OIC Conference Agenda 2012
OIC Conference Agenda 2011
OIC Conference Agenda 2010
OIC Conference Agenda 2009

Tuesday

Tuesday, May 1, 2018
2:00 pm – 6:00 pm

Registration, featuring live entertainment and refreshments.

*Program is tentative and subject to change. A full conference agenda with session information will be posted in early 2018.


Previous Agendas
OIC Conference Agenda 2017
OIC Conference Agenda 2016
OIC Conference Agenda 2015
OIC Conference Agenda 2014
OIC Conference Agenda 2013
OIC Conference Agenda 2012
OIC Conference Agenda 2011
OIC Conference Agenda 2010
OIC Conference Agenda 2009

Wednesday

Wednesday, May 2, 2018
8:00 am – 6:00 pm

Registration

8:00 am – 12:30 pm

Optional Events

 

Golf Outing

 

Backwater Fishing

Morning

Committee Meetings

10:00 – 11:30 amOIC Roundtable Meeting
12:30 – 1:45 pmSTA Listed Options Committee Meeting
1:45 – 3:00 pmSIFMA Committee Meeting
2:30pm – 6:30 pm

Attendee Lounge Open

3:00 pm – 5:00 pm

Opening Session

3:00 pm – 3:15 pm Opening Remarks
3:15 pm – 4:00 pmExchange & Industry Updates

Patty Schuler, BOX
Eric Frait, Cboe
Joe Bracco, MIAX
Sean Feeney, Nasdaq
Mark Krommenhoek, NYSE
Amy Lawson, OCC
Frank Tirado, OIC
Ellen Greene, SIFMA
Jim Toes, STA
4:00 pm – 4:30 pmSullivan Award Presentation
Join us as we present the Sullivan Award to Gary Katz, former President & Chief Executive Officer of the International Securities Exchange (ISE).
4:30 pm – 5:00 pmState of the Industry
Henry Schwartz from Trade Alert presents a detailed look at trends and current hot issues in today's options market.

Henry Schwartz, Trade Alert
5:00 pm – 6:30 pm

Attendee Lounge Grand Opening Reception

6:30 pm – 9:30 pm

Welcome Dinner on Oceanside Beach

*Program is tentative and subject to change. A full conference agenda with session information will be posted in early 2018.


Previous Agendas
OIC Conference Agenda 2017
OIC Conference Agenda 2016
OIC Conference Agenda 2015
OIC Conference Agenda 2014
OIC Conference Agenda 2013
OIC Conference Agenda 2012
OIC Conference Agenda 2011
OIC Conference Agenda 2010
OIC Conference Agenda 2009

Thursday

Thursday, May 3, 2018
7:00 am – 12:30 pm

Registration

7:00 am – 12:30 pm

Attendee Lounge Open

7:00 am – 8:00 am

Breakfast in Attendee Lounge

8:00 am – 10:30 am

Sessions

8:00 am – 8:15 am Welcome Remarks
8:15 am – 9:00 amCurrent and Future State of Volatility
Elinor Comlay from EQ Derivatives leads an engaging session on volatility and its impact on trading participants in the options market.

Moderator: Elinor Comlay, EQ Derivatives
Rob Hocking, DRW
Euan Sinclair, Talton Capital Management
Aash Vyas, Pier88 Investment Partners
9:00 am – 9:45 amA View from the Top
Craig Donohue, Executive Chairman and CEO of OCC, conducts a fireside chat with Adena Friedman, President & CEO of Nasdaq, on the key themes impacting the global capital markets.

Adena T. Friedman, Nasdaq
Craig Donohue, OCC
9:45 am – 10:30 amOptions Liquidity in the Face of Changing Regulation
Key industry panelists discuss the evolution of market regulation and its impact on listed options liquidity across multiple market segments.

Moderator: John J. Fennell, OCC
Steve Crutchfield, CTC
Mauricio Izurieta, BAML

10:30 am – 11:00 am

Snack Break in Attendee Lounge

11:00 am – 12:30 pm

Sessions

11:00 am – 11:45 amIndustry Leaders Panel
Exchange leaders, alongside OCC leadership, will touch on an array of current topics affecting the options industry.

Moderator: J.J. Kinahan, TD Ameritrade
Ed Boyle, BOX
Andy Lowenthal, Cboe
Shelly Brown, MIAX
Kevin Kennedy, Nasdaq
Ivan Brown, NYSE
Scot Warren, OCC
11:45 am – 12:30 pmKeynote Speaker
Join us for our keynote presentation, acclaimed author Stephen J. Dubner.

1:00 pm – 4:30 pm

Networking/Cabana Event at Oceanside Beach

7:00 pm – 10:00 pm

Exchange Dinner at Marshview Terrace

*Program is tentative and subject to change. A full conference agenda with session information will be posted in early 2018.


Previous Agendas
OIC Conference Agenda 2017
OIC Conference Agenda 2016
OIC Conference Agenda 2015
OIC Conference Agenda 2014
OIC Conference Agenda 2013
OIC Conference Agenda 2012
OIC Conference Agenda 2011
OIC Conference Agenda 2010
OIC Conference Agenda 2009

Friday

Friday, May 4, 2018
7:00 am – 12:30 pm

Registration

7:00 am – 12:30 pm

Attendee Lounge Open

7:00 am – 8:00 am

Breakfast in Attendee Lounge

8:00 am – 9:45 am

Sessions

8:00 am – 8:30 amWashington Outlook
Exchange and clearinghouse Washington representatives discuss policy and politics in 2018.

Moderator: Julie Bauer, OCC
Terry Campbell, Nasdaq
Jeff Strunk, Forbes-Tate
Lita Frazier, Cboe
Hope Jarkowski, Intercontinental Exchange
8:30 am – 9:00 amCoffee with Cott
Listen as experienced Financial Advisors share how they have integrated options into their practice to differentiate themselves from their competition and grow their client base.

Moderator: Eric Cott, OCC
Michael Galantino, CV Brokerage, Inc.
Brandon Setlock, Charles Schwab & Co.
Paul Feinstein, 1st Republic
9:00 am – 9:45 amDemystifying ETF Options Trends
Find out from this expert panel composed of ETF issuers and options market makers what is driving the trends in client ETF options usage and the implications for the ETF and options industries and their respective participants.

Moderator: Steve Oh, Nasdaq ETF’s
Grayson Lipton, PowerShares by Invesco
Lawrence Tanzman, Citadel
Stacey Gilbert, Susquehanna International Group
James Maund, State Street Global Advisors

9:45 am – 10:15 am

Snack Break in Attendee Lounge

10:15 am – 12:15 pm

Sessions

10:15 am – 10:45 amInnovative Technologies within the Options Industry
Jill Malandrino, Nasdaq Global Markets Reporter, moderates a discussion on key innovations and trends in technology and their impacts on the options industry.

Moderator: Jill Malandrino, Nasdaq
Tony Zhang, Options Play
Peter Maragos, DASH
Travis McGhee, TradeStation
10:45 am – 11:30 amOptions and the Institutional Investor
Richard Johnson, from Greenwich Associates, presents findings from their Institutional Participant research study, followed by a conversation with industry panelists.

Moderator: Richard Johnson, Greenwich Associates
Eric Metz, SpiderRock Advisors
Arianne Criqui, Goldman Sachs
Carlos Chujoy, Employees Retirement System of Texas
11:30 am – 12:00 pmPerspective from Capitol Hill
OCC President and Chief Operating Officer John Davidson talks with U.S. Representative Randy Hultgren (R-IL-14) about the outlook for action in Washington, D.C. in 2018, and the most significant financial markets issues facing policymakers.

Congressman Randy Hultgren (R-IL)
John Davidson, OCC
12:00 pm – 12:15 pmPassing of the Hammer & Closing Remarks

1:15 pm – 5:00 pm

Optional Events

 

Marsh Kayaking

 

Eclipse Pedal Boarding

 

Voluntourism Event

7:00 pm – 10:00 pm

Closing Dinner at The Sprouting Project

*Program is tentative and subject to change. A full conference agenda with session information will be posted in early 2018.


Previous Agendas
OIC Conference Agenda 2017
OIC Conference Agenda 2016
OIC Conference Agenda 2015
OIC Conference Agenda 2014
OIC Conference Agenda 2013
OIC Conference Agenda 2012
OIC Conference Agenda 2011
OIC Conference Agenda 2010
OIC Conference Agenda 2009

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