Wednesday, May 10, 2017

8:00am – 6:00pm


8:30am – 12:30pm

Committee Meetings

8:30am – 10:30am

OIC Roundtable Meeting

10:30am – 12:00pm

STA Listed Options Committee Meeting

1:00pm – 1:15pm

Opening Remarks

1:15pm – 2:00pm

Perspective from Capitol Hill
OCC Executive Chairman and CEO Craig Donohue speaks with Congressman Tom Reed (R-NY 23rd District) about the outlook for Congressional action in 2017 and the most significant items on the Hill’s agenda.

2:00pm – 2:45pm

Washington Outlook Panel
Exchange and clearinghouse Washington representatives discuss current legislative and regulatory dynamics and proposals impacting the listed options industry.

Moderator: Julie Bauer, OCC
Lita Frazier-Brannan, CBOE
Hope Jarkowski, ICE
Jeff Strunk, Forbes Tate


2:45pm – 3:30pm

Options on ETFs Panel
ETFs represent over $2.65 trillion in AUM.  Options on ETFs comprise ~42% of the exchange listed options volume.  7 of the Top 10 listed options symbols are on ETFs.  Options experts from 3 ETF issuers will share their insights on further improving the ETF option industry ecosystem, how they drive investor demand for options on ETFs, and how option market makers have improved their ability to quote options on ETFs by pricing the ETF basket in real time.


Moderator: Douglas Yones, NYSE
Parag Shah, BlackRock
Dave LaValle, State Street Global Advisors
Steven Oh, Van Eck

3:30pm – 3:45pm

Snack Break 
Arizona Ballroom Foyer

3:45pm – 4:30pm

Impact of Millennials on the Options Industry
A recent survey revealed that 62% of Millennials said they have investment accounts but just 9% of Millennials said they consider themselves investors. Industry experts will share their experiences in reaching, educating and working with this critically important demographic.


Moderator: Ian Rosen, StockTwits
Tony Zhang, OptionsPlay
Kristi Ross, tastytrade
Mary Ryan, TD Ameritrade

4:30pm – 5:00pm

Exchange Updates

Patty Schuler, BOX Options Exchange
William Looney, CBOE
Joe Bracco, MIAX Options
Tanya Patwa, Nasdaq
Mark Krommenhoek, NYSE

5:00pm – 5:30pm

Fireside Chat 

Frank Tirado, OIC
Amy Lawson, OCC
Jim Toes, Security Traders Association
Paul Jiganti, SIFMA Options Committee

5:30pm – 6:30pm

Attendee Lounge Grand Opening Reception

6:30pm – 9:45pm

Welcome Dinner – Mummy Mountain 

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


Previous OIC Agendas