Confirmed Sponsors
Platinum Sponsors
About BOX Options Exchange

The BOX Options Exchange provides an efficient and transparent marketplace, cutting edge technology and best price filtering for customer order execution. The BOX Options Exchange offers distinctive features such as the Price Improvement Period (PIP) auction, Complex Order Book, Solicitation, Facilitation and Open Outcry on approximately 1,700 different securities. The BOX Options Exchange has an ultra-low latency trading engine with matching based on price-time priority.

To learn more, visit

Patty Schuler

About CBOE

Cboe Global Markets, Inc. (Cboe: CBOE | NASDAQ: CBOE) is one of the world’s largest exchange holding companies, offering cutting-edge trading and investment solutions to investors around the world. The company is committed to relentless innovation, connecting global markets with world-class technology, and providing seamless solutions that enhance the customer experience. Cboe offers trading across a diverse range of products in multiple asset classes and geographies, including options, futures, U.S. and European equities, exchange-traded products (ETPs), global foreign exchange (FX) and multi-asset volatility products based on the Cboe Volatility Index (VIX Index), the world’s barometer for equity market volatility. Cboe’s trading venues include the largest options exchange in the U.S. and the largest stock exchange by value traded in Europe. In addition, the company is the second-largest stock exchange operator in the U.S. and a leading market globally for ETP trading. The company is headquartered in Chicago with offices in Kansas City, New York, London, San Francisco, Singapore, Hong Kong and Ecuador. For more information, visit

Andy Lowenthal

About Miax

Miami International Holdings, Inc. (MIH) is the parent holding company of Miami International Securities Exchange, LLC (MIAX Options) and MIAX PEARL, LLC (MIAX PEARL and together with MIAX Options, the MIAX Exchange Group), two fully electronic options trading exchanges.

MIAX Options currently lists and trades options on over 2,700 multi-listed classes. MIAX Options’ unparalleled system throughput is approximately 38 million quotes per second. The average latency for a single quote on MIAX Options is approximately 16.49 microseconds for a full round trip. At the 99th and 99.9th percentiles, the latency on MIAX Options is approximately 23.71 and 43.68 microseconds, respectively.

MIAX PEARL launched trading operations on February 6, 2017 and currently lists and trades options on over 2,700 multi-listed classes. The average latency for a single order on MIAX PEARL is approximately 24.19 microseconds for a round trip. At the 99th and 99.9th percentiles, the latency on MIAX PEARL is approximately 26.89 and 48.24 microseconds, respectively.

The MIAX Exchange Group has assembled a team with deep rooted experience in developing, operating and trading on options exchanges, and its trading platforms have been developed in-house and designed from the ground up for the unique functional and performance demands of derivatives trading. MIAX Options and MIAX PEARL leverage the MIAX Exchange Group’s industry leading technology and infrastructure to provide their member firms with both traditional (MIAX Options) and maker-taker (MIAX PEARL) pricing structures. The MIAX Exchange Group’s executive offices and National Operations Center are located in Princeton, N.J. The MIAX Exchange Group also maintains a Miami Operations Center in Miami, Fla., which contains the Miami Annual Meeting and Conference Center and the offices of Miami International Technologies, LLC (MIAX Technologies) and MIAX Global, LLC (MIAX Global).

In addition to MIAX Options and MIAX PEARL, MIH is the parent holding company of MIAX Technologies and MIAX Global. MIAX Technologies is MIH’s technology subsidiary for the sale and/or license of the trading technology developed by the MIAX Exchange Group. MIAX Global focuses on merger, acquisition and joint venture activities of MIH. MIAX Global also provides technology and other services outside of North America, with its initial concentration being on Europe and Latin America.

Tom Gallagher


Nasdaq (Nasdaq: NDAQ) is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today’s global capital markets. As the creator of the world’s first electronic stock market, its technology powers more than 90 marketplaces in 50 countries, and 1 in 10 of the world’s securities transactions. Nasdaq is home to approximately 3,900 total listings with a market value of approximately $12 trillion. To learn more, visit:

Jeanna Miller

About NYSE

Intercontinental Exchange (NYSE:ICE) is a Fortune 500 company that operates a leading network of global futures, equity and equity options exchanges, as well as global clearing and data services across financial and commodity markets. The New York Stock Exchange is the world leader in capital raising, listings and equities trading.

 Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located at Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading “Key information Documents (KIDS)”.

 To learn more, visit and

James Hyde


Gold Sponsors
About Bank of America Merrill Lynch

Bank of America is one of the world’s largest financial institutions, serving large corporations, small- and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk management products and services. Bank of America Merrill Lynch is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital raising solutions, lending, risk management, treasury, liquidity, and payments management. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange. For additional information regarding Bank of America Merrill Lynch, please see

Meaghan Dugan

About Goldman Sachs

Goldman Sachs Prime Services Clearing provides the expertise to help clients finance and settle transactions on the world’s major equities and derivatives exchanges. Professional service combined with our back office platform allows clients to work with multiple asset classes and currencies through consolidated reporting. Clients include broker dealers, proprietary trading firms, hedge funds, and corporate institutions. As a global clearer, we provide a wide range of services across the Americas, Europe and Asia.

Via Goldman Sachs Electronic Trading (GSET), clients can trade across various global markets and product classes, including equities, options, futures and foreign exchange. Clients access our electronic and algorithmic trading offerings via FIX or any EMS/OMS.

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm.

To learn more, visit

Kyle Czepiel

About OCC

As the foundation for secure markets, OCC is a cost-efficient, customer-driven organization that delivers world-class risk management, clearing and settlement services to the listed options market. Our role as a Systemically Important Financial Market Utility (SIFMU) is critical to providing financial stability for market participants, investors, and the economy. Today, our financial guarantee and central counterparty role extend beyond listed options to OTC options, financial and commodity futures, security futures, and securities lending. Named 2016 Clearinghouse of the Year – The Americas by FOW Magazineand 2016 Clearinghouse of the Year by Global Investor/ISF magazine,OCC also promotes continued education of the listed options markets through The Options Industry Council (OIC).

To learn more, visit

David Prosperi

About Two Sigma

Electronic trading platforms have transformed the world’s securities market structures. Two Sigma Securities is dedicated to understanding market microstructure, executing trades, and making markets more efficient by way of systematic precision and scientific rigor.

Founded in 2009, Two Sigma Securities is a broker-dealer and member of the major U.S. equity and option exchanges.  TSS makes markets in nearly all U.S. exchange listed equities and options classes. TSS applies leading-edge technology to the data-rich world of finance. Our disciplined, process-driven, systematic approach harnesses technical engineering, risk management, and execution measurement to enable us to be a leader in the wholesale market making space.

At Two Sigma Securities, we have made it our mission to identify our clients’ expectations and to strive to exceed them.

Rory O’Kane


Silver Sponsors
About Chicago Trading Company

Chicago Trading Company is a proprietary trading firm founded in 1995.  Back then we did all our business on Chicago’s noisy exchanges.  Today our teams work primarily in our own space – – a former trading floor that’s now a busy hive of collaboration where our traders, quants, technologist and operations teams work together to solve the toughest problems our markets have to offer.  We hold each other to the highest standards – in our effort, our ingenuity, and our integrity.

To learn more, visit

Frank Bednarz

About Citadel Securities

Citadel Securities is an award-winning global market maker across a broad array of fixed income and equity products. Our unique set of capabilities and tools are designed to drive down the cost of transactions, helping to meet the liquidity needs of asset managers, banks, broker-dealers, hedge funds, government agencies, and public pension programs. We strive to provide the most efficient execution and the highest caliber of services, making markets more fair and accessible for all.

Mike Harrington

About Citi

Citi, the leading global financial services company, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Through Citicorp and Citi Holdings, Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Additional information may be found at or

To learn more, visit

Sarah Phillips

About Credit Suisse AG

Credit Suisse AG is one of the world’s leading financial services providers and is part of the Credit Suisse group of companies (referred to here as ‘Credit Suisse’). As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset managment. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. The group employes approximately 46,230 people. The registered shares (CSGN) of Credit Suisse’s parent company, Credit Suisse Group AG, are listed in Switzerland and , in the form of American Depositary Shares (CS), in New York. Further informaiton about Credit Suisse can be found at

To learn more, visit

James Cheesbrough

About Dash Financial

Dash Financial Technologies is a leading trading technology provider to the institutional trading community. With an elite suite of highly customizable tools, Dash designs and delivers award-winning, intelligent and high-performance solutions in four product categories: Execution Services, Analytics/Data Visualization, Trading Technologies, and Regulatory Technologies. With a relentless focus on performance, transparency, and customization, Dash Financial Technologies caters to institutions that require increasingly specialized, complex and adaptable tools to exceed their goals surrounding best execution.

Nicholas McNiel

About Hanweck

Hanweck is the leading provider of real-time risk analytics on global derivatives markets focusing on the large-scale risk problems of banks, broker/dealers, hedge funds, central counterparties and exchanges — where the number of instruments and positions number in the millions.  Hanweck delivers its risk analytics as a real-time service — usually in the form of a data feed — thereby dramatically simplifying integration with its customers’ risk architecture. Hanweck’s institutional investors include Nasdaq and Argentum, a New York-based private equity firm.  For more information, please visit

Molly McGregor

About Instinet

Instinet Incorporated, through our brokerage subsidiaries, provides technologically advanced, agency-model brokerage services to institutional clients worldwide. As the wholly-owned execution services arm of Nomura Group, Instinet seeks to add value across the investment life cycle. We help institutional investors create, protect and capture alpha, reduce complexity, and lower overall trading costs to ultimately improve investment performance. For Options, we provide high touch and electronic trading services, including our robust execution and analytics platform, TOP.
Over the course of our almost 50 year history, Instinet has been a pioneer in electronic trading, creating of an array of now industry-standard technologies and the world’s first major electronic trading venue. For more information on how our commitment to being nimble and innovative helps clients every day, please visit

Lorna Boucher

About Interactive Brokers

About Interactive Brokers Group, Inc.:

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on over 120 markets in numerous countries and currencies from a single IB Universal AccountSM to customers worldwide. We service individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our customers with a uniquely sophisticated platform to manage their investment portfolios at the lowest cost according to Barron’s Best Online Brokers review, March 20, 2017. We strive to provide our customers with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low prices, positioning them to achieve superior returns on investments.

Frank Magnani

About Jane Street


Jane Street is a leading liquidity provider specializing in equities, ETFs and options.  We commit our own capital to help institutional clients trade at competitive prices while minimizing information leakage.  We excel at providing liquidity in complex and difficult-to-navigate markets – even during periods of dislocation and volatility.  In 2017 we traded $5.6 trillion across all products.  With offices in New York, London, and Hong Kong, we trade over $6.5B of ETFs on a daily basis, and we are registered market makers in 90 of the top 100 most-traded ETF options.  For more information on our offering, visit

Colleen Hsia

About Morgan Stanley

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit

Andrew McLeod

About National Stock Exchange

The National Stock Exchange (NSE) is the leading stock exchange in India and the fourth largest in the world by equity trading volume in 2015, according to World Federation of Exchanges (WFE).It began operations in 1994 and is ranked as the largest stock exchange in India in terms of total and average daily turnover for equity shares every year since 1995, based on annual reports of SEBI.

NSE launched electronic screen-based trading in 1994, derivatives trading (in the form of index futures) and internet trading in 2000, which were each the first of its kind in India.

NSE has a fully-integrated business model comprising our exchange listings, trading services, clearing and settlement services, indices, market data feeds, technology solutions and financial education offerings. NSE also oversees compliance by trading and clearing members and listed companies with the rules and regulations of the exchange.

NSE is a pioneer in technology and ensures the reliability and performance of its systems through a culture of innovation and investment in technology. NSE believes that the scale and breadth of its products and services, sustained leadership positions across multiple asset classes in India and globally enable it to be highly reactive to market demands and changes and deliver innovation in both trading and non-trading businesses to provide high-quality data and services to market participants and clients. NSE has a pan-India, high-speed network, which supported more than 181,524 terminals as of September 30, 2016.

Payal Goregaonkar

About Tradeweb
    • Tradeweb Markets builds and operates many of the world’s leading financial marketplaces, providing market participants with greater transparency and efficiency in fixed income, derivatives and ETF trading. Focused on applying technology to streamline the trade lifecycle, Tradeweb pioneered straight-through-processing in fixed income and now supports an integrated workflow for more than 20 asset classes with electronic execution, processing, post-trade analysis and market data. Tradeweb Markets serves the dealer-to-customer markets through the Tradeweb institutional platform, inter-dealer trading through Dealerweb, and the US-based retail fixed income community on Tradeweb Direct. Customers rely on Tradeweb to drive the evolution of fixed income and derivatives through flexible trading architecture and more efficient, transparent markets.

U.S. ETF Team


About Vela

Vela is the premier market access technology provider, delivering low-latency access to over 200 venues, coupled with a unique set of trading tools, data, and analytics, flexibly delivered with exceptional global support. Vela acquired OptionsCity Software and Object Trading in 2017. Now as one organization, Vela provides a comprehensive, end-to-end solution for multi-asset electronic trading with global market coverage, enabling smarter access to global liquidity.

Vela has eight offices in the US, Europe, and Asia supporting traders, market makers, financial institutions and other market participants worldwide.

Daniel Rooney

Bronze Sponsors
About Schwab

The Charles Schwab Corporation is a leading provider of financial services. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, money management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products.

James Boyle

Donna Mills

About Continental Resources

Hitachi Vantara helps data-driven leaders find and use the value in their data to innovate intelligently and reach outcomes that matter for business and society. Hitachi Vantara combines technology, intellectual property and industry knowledge to deliver data-managing solutions that help enterprises improve their customers’ experiences, develop new revenue streams, and lower the costs of business. Hitachi Vantara elevates your innovation advantage by combining deep information technology (IT), operational technology (OT) and domain expertise. We work with organizations everywhere to drive data to meaningful outcomes.
Continental Resources (ConRes) is a Hitachi Vantara Platinum Partner and is a Hybrid IT℠ services/solutions provider that combines custom volume solutions and logistics services with the IT skill sets you’d expect from a more traditional VAR. Visit to learn more.

To learn more, visit

David Bader

About Flextrade

Founded in 1996, FlexTrade Systems, Inc. is the industry pioneer in broker-neutral algorithmic trading platforms for equities, foreign exchange, options, futures and fixed income. With offices in North America, Europe and Asia, FlexTrade has a worldwide client base spanning 200 buy-side and sell-side firms, including many of the largest hedge funds, asset managers, commodity trading advisors, investment banks and institutional brokers. Our options trading solution is the Derivix OEMS, which is a best-of-breed, integrated solution providing direct access to all options exchanges, fully customizable algorithms and various options trading strategies, such as dispersion trading, volatility trading, vega trading and cross-asset trading. It comes available in two versions — Derivix -AM for the Buy-Side and Derivix-SM for the Sell-Side — and is in use at multiple trading firms on both sides of the client spectrum.

To learn more, visit:
James Tolve

About Hitachi

Hitachi Vantara helps data-driven leaders find and use the value in their data to innovate intelligently and reach outcomes that matter for business and society. Hitachi Vantara combines technology, intellectual property and industry knowledge to deliver data-managing solutions that help enterprises improve their customers’ experiences, develop new revenue streams, and lower the costs of business. Hitachi Vantara elevates your innovation advantage by combining deep information technology (IT), operational technology (OT) and domain expertise. We work with organizations everywhere to drive data to meaningful outcomes.
Continental Resources (ConRes) is a Hitachi Vantara Platinum Partner and is a Hybrid IT℠ services/solutions provider that combines custom volume solutions and logistics services with the IT skill sets you’d expect from a more traditional VAR. Visit to learn more.

To learn more, visit

David Bader

About Matrix Executions

With offices in Chicago and in New York, Matrix Executions, LLC has broad sales coverage, complementing the elite skills and state-of-the-art assets that delivers results to demanding institutional and retail professionals.

 Matrix is a technology-driven firm founded by innovators and trusted, experienced industry professionals. We provide exceptional technology and execution services for the buy-side trading community.  The ability to quickly adapt to the ever-changing derivatives trading landscape is based on our deep industry involvement, our extraordinary staff, and our entrepreneurial spirit.  Exceptional execution services come from having close client relationships to assess their unique needs, experienced engineers to deliver innovative technology, and vast knowledge of handling derivatives execution for 20+ years.  We strive to provide the most advanced technology and best service in the business.

 Matrix Executions connects to all US options, equities and futures exchanges. We also connect to multiple international exchanges.

Natasha Solis


About Sartre Group

Sartre Group is a boutique executive search firm providing strategic recruitment solutions and bespoke market intelligence to companies involved in market making, derivatives trading and systematic trading across the United States, Europe and Asia. The Partners have nearly two decades of industry experience servicing some of the world’s most sophisticated companies, particularly those utilizing algorithmic and quantitative methods in the financial markets.


As well as supplying talent across research and trading, we have a strong track record of providing candidates who have worked in low latency technology as well as delivering talent in fields of machine learning, data analytics and artificial Intelligence.

Jonathan Higgins

About Sterling Trading Tech

Sterling Trading Tech (STT) is a leading broker-neutral provider of technology solutions for the global equities, equity options, options and futures markets. STT offers a full-service order routing and management suite built to support the direct access trading needs of professional traders, broker/dealers, hedge funds, and buy-side trading institutions serving over 100 clients and thousands of traders in over 30 countries with trading supported in 10 countries. STT provides solutions tailored to our client’s needs including links to over 80 execution venues in the US and is committed to providing fast, stable technology along with outstanding customer service. 

Ravi Jain

About Susquehanna

Susquehanna International Group, LLP (SIG) SIG is a global quantitative trading firm founded with an entrepreneurial mindset and a rigorous analytical approach to decision making. We commit our own capital to trade financial products around the world. Building virtually all of our own trading technology from scratch, we are leaders and innovators in high performance, low latency trading. Our traders, quants, developers, and systems engineers work side by side to develop and implement our trading strategies. Each individual brings their unique expertise every day to help us make optimal decisions in the global financial markets.

Joe Sellitto

About Trafix

TRAFiX is a broker-neutral FinTech company providing cutting-edge, innovative Order & Execution Management solutions, as well as real-time FIX connectivity and normalized API interfaces, to address the functional and regulatory requirements of the Financial Services Industry.  Our real-time, scalable products have been specifically designed to utilize the latest enhancements in software development and enterprise architecture to resolve the growing challenges faced by today’s trading community.  Currently supporting electronic equity, option and complex option trading, our open architecture allows for the ongoing addition of future asset classes.  It’s time to Trade Up to TRAFiX!

Michael Ottrando

About UBS

UBS Investment Bank provides corporate, institutional and wealth management clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. It offers advisory services and provides in-depth cross-asset research, along with access to equities, foreign exchange, precious metals and selected rates and credit markets, through its business units, Corporate Client Solutions and Investor Client Services. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities.

Andrew Kolinsky


About Wolverine

WEX is an independent broker-dealer specializing in the execution of equities, options and futures.  WEX offers clients multiple venues for execution including a proprietary electronic trading platform, algorithms, direct floor access, and an agency brokerage desk.  Leveraging expertise in trading technology, and risk management, WEX provides clients with anonymity, superior execution and order management in all asset classes, delivering exceptional solutions for all trading styles.

Amber Bell