Thursday, May 11, 2017

7:00am – 12:30pm


7:00am – 8:00am

Breakfast in Attendee Lounge

7:00am – 12:00pm

Attendee Lounge Open

8:00am – 10:15am


8:15am – 8:45am  

State of the Options Industry
Join us for a detailed look at recent trends and current hot issues in today’s options markets. Discussion will focus on how automation, fragmentation, and competition are impacting the diverse mix of participants in today’s option market landscape.

Henry Schwartz, President, Trade Alert, LLC

8:45am – 9:15am

How Financial Advisors Use and Think About Exchange-listed Options
For the first time, the Options Industry Council and Cerulli Associates team up to provide the investing community with a new benchmark study on the current state of how and why financial advisors implement exchange-listed options in client investment portfolios. Cerulli Senior Analyst Emily Sweet will present key findings of the just-released study which examines how top advisors are using options, why others are not, and opportunities for the industry to broaden adoption of their use.

9:15am – 10:30am

Exchange Leaders Panel
Moderator: Andy Nybo

Ed Boyle, BOX Options Exchange
Andy Lowenthal, CBOE
Shelly Brown, MIAX
Kevin Kennedy, Nasdaq
Ivan Brown, NYSE

10:30am – 11:00am

Snack Break in Attendee Lounge

11:00am – 12:30pm


11:00am – 11:45am  

Taking Stock
Steve Sears, Senior Editor and columnist with Barron’s, conducts a fireside chat with Craig Donohue, Executive Chairman and CEO of OCC, on the evolution of the options industry and OCC’s role as an important market utility and industry advocate.

11:45am – 12:30pm

Options and the Financial Advisor
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: Gary Franklin, Raymond James
Paul Feinstein, First Republic Investment Management
Edward Gesten, Morgan Stanley Wealth Management
Jack Gunter, Merrill Lynch

1:00pm – 4:30pm

Networking/Cabana Event at Jackrabbit Pool

5:30pm – 6:30pm

Attendee Lounge Reception


Buses Depart for Exchange Dinner

7:00pm – 10:00pm

Exchange Dinner

*Program is tentative and subject to change. A full conference agenda with session information will be posted in early 2017.


Previous OIC Agendas