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6:15 AM - 7:00 AM

Bootcamp (Optional)

Ocean Lawn

7:00 AM - 8:00 AM

Breakfast & Registration

Fontainebleau Miami, Conference Center, Glimmer Foyer & Ballroom

Main Room Sessions - Glimmer Ballroom

8:15 AM - 8:30 AM

Welcome Remarks

8:30 AM - 9:15 AM

State of the Markets Panel

Jonathan Golub, CFA, Managing Director, Chief U.S. Equity Strategist, Credit Suisse
Zoltan Pozsar, Managing Director, Investment Strategy and Research, Credit Suisse
Sonali Punhani, CFA, Director, UK Economist, European Economics Research, Credit Suisse
Mandy Xu, Director, Equity Derivatives Strategy, Credit Suisse

Moderated by: James Sweeney, Managing Director, Chief Economist & Regional CIO, Credit Suisse

9:15 AM - 10:00 AM

ESG and Impact Investing: Do They Deliver on Their Promises from Alpha Creation to Risk Mitigation?

Wendy Cromwell, Vice Chair and Director, Sustainable Investment, Wellington Management
Roelfien Kuijpers, Head of Responsible Investments & Strategic Relationships, DWS

Introduced by: Marisa Drew, Managing Director, CEO Impact Advisory and Finance, Credit Suisse

10:00 AM - 10:30 AM

Coffee Break

AM Business Session Tracks

Track One

Track Two

Track Three

Track Four

10:30 AM - 11:15 AM


Reinventing the Wheel: Algo Wheels - Past, Present and Future

Mark Gurliacci
Senior Quantitative Trader, Alliance Bernstein
Craig Hurl
Director, Global Trading, Ontario Teachers’ Pension Plan Board (OTPP)
Michelle Louie
CFA, Senior Portfolio Manager, Equity Investment Group, Vanguard

Moderated by:
Spencer Mindlin
Capital Markets Industry Analyst, Aite Group


Disruptions in Volumes: Options Exchanges

Shelly Brown

EVP, Strategic Planning & Operations, MIAX
Greg Ferrari
Head of US Options, Nasdaq
Henry Schwartz
President, Trade Alert LLC
Matt Weinstein
Director of US Equity Volatility Trading, BlackRock

Moderated by:
Patrick Luongo Director, Head of AES Options Sales, Credit Suisse


Building a Trading Framework for Today's FX Markets

Andrew Maack
Head of FX Trading, Vanguard
Tyler Walters
Senior Quantitative Trader and Strategist, Citadel

Moderated by:
Michael Koegler
CEO and Founder, Market Alpha Advisors LLC


Asset Owner Trends: Outsourcing vs Insourcing

Larry Hathaway

Head of GAM Investment Solutions & Chief Economist, GAM Investment Management (Switzerland) Ltd.
Roxton McNeal
Head of Multi-Asset Investment Strategy and Allocation, UPS Pension
Jeff Palma
Head of Investments for Outsourced CIO, SSGA
Dan Scholz
Portfolio Manager, Nisa

Moderated by:
Mike Heraty
Managing Director, Equity Derivative Sales, Credit Suisse

11:15 AM - 12:00 PM


US Treasury Market Spotlight: Liquidity, Accessibility and Accountability

Dan Cleaves

Global Head of Fixed Income Brokertec, CME Group
Gregory Garofolo
Head of Electronic Rates Product Strategy & Distribution, Credit Suisse
Rich Winter
Global Head of Product Strategy & Sales, FENICS US Treasuries

Moderated by:
Ty Smith
Managing Director, Head of Linear Rates Trading, Credit Suisse

Cash Equities

Block Trading: Managing Liquidity & Risk in a Post-MIFID Environment

Ted Drury
Head of Trading, UBS AM Americas/O’Connor
David Schiff
Head of Trading, JP Morgan
Michael Thiel
Managing Director, Head of Sector Trading, Credit Suisse

Moderated by:
Greg Karcich
Managing Director, Head of NY Salestrading, Credit Suisse


AI in FX: Pricing Block Electronic Trades 

John Estrada

Managing Director, Co-Head of FX Spot Trading, Credit Suisse


Must Know ETF Trends

Victor Lin
Director, Equity Trading Strategy, Credit Suisse
Joshua Lukeman
Managing Director, US Head of ETF Market Making, Credit Suisse
Brendan McCarthy
Managing Director, Head of ETF Markets, Blackrock
Brian McGibbon
Director, Head of US ETF Create Redeem, Credit Suisse

Moderated by:
Robert Bernstone
Managing Director, US Head of Prime Finance, Credit Suisse

12:00 PM - 1:30 PM

Lunch Keynote Presentation

The Rt Hon Sir John Major KG CH, Former Prime Minister of the United Kingdom and Senior Adviser to Credit Suisse  

Introduced by: Shane O’Cuinn, Managing Director, Global Head of Macro & EM Sales & Trading, Credit Suisse

PM Business Session Tracks

Track One

Track Two

Track Three

Track Four

1:30 PM - 2:15 PM


“When the Levee Breaks”: Discussions with Market Makers about Market Liquidity

Tara Muller

Head of Off Exchange Liquidity, Virtu
Adam Nunes
Head of Business Development, Hudson River Trading
Joe Stratico
Head of Liquidity Strategy, Citadel Securities
Sam Yudelovitch
Head of Business Development - Delta1 Trading, North America, IMC

Moderated by:
Joe Gawronski
President, Rosenblatt Securities


Digital Asset Markets NextGen Alpha

Emmanuel Aidoo
Head of Digital Asset Markets, Credit Suisse
Thomas Eagan
EVP and Global Head of Securities Business, Paxos
Terrence Dempsey
Head of Product, Fidelity Digital Asset Markets
Sam Mclngvale
CEO of Custody Business, Coinbase
Christopher Pallotta
CEO, Templum Inc.

Moderated by:
David Treat
Global Head of Financial Services Blockchain Practice, Accenture


NextGen Alpha: Funds Invest to Evolve Edge, Collapsing Time-to-Market with New Trade Incites

Mark Connors
Managing Director, Global Head of Risk Advisory, Credit Suisse


Trading In A New Vol Regime: How To Adopt

Christopher Dean
Trader, Senator Investment Group
Grady O’Gara
Trader, Masters Capital Management
Steven Rosen
Managing Director, Head of Single Stock Equity Derivative Trading, Credit Suisse
Eric Schoenberg
Trader, Darsana Capital Partners

Moderated by:
Peter Janney
Managing Director, Head of Equity Derivative Flow Sales, Credit Suisse

2:15 PM - 3:00 PM


Fintech/Alternative Data: Innovations in Market Structure

Phil Cushmaro

CEO/Founder, Rebar Systems
Marko Djukic
CEO/Founder, Hentsu
Jeremy Siegel
Justin Zhen
Co-Founder, Thinknum

Moderated by:
Rob Morse
Head of Data Strategy & Sourcing, PDT Partners


Regulations & Market Structure

Tal Cohen

Senior Vice President, North American Equities, Nasdaq
Mehmet Kinak
Head of Global Equity Market Structure and Electronic Trading, T.Rowe Price Group
Frank Loughlin
Global Co-Head of Equity Trading, Alliance Bernstein
Spencer Mindlin
Analyst, Aite Group

Moderated by:
Vaishali Javeri
Director, Counsel, Credit Suisse


Liquidity & Technology Disruption in International Markets

James Hilton
Managing Director, EMEA Head of AES Sales, Credit Suisse
Jonathan Tse
Managing Director, EMEA Head of AES Product, Credit Suisse
Adil Virani
Managing Director, APAC Head of Program Trading, Credit Suisse
Ross Whittaker
Managing Director, Co-Head AES APAC, Credit Suisse

*Please note, this session will go over by 15 minutes to ensure necessary content is covered.

ETF/Delta 1

Supercharge Your Trading with Smarter Beta

Robert Bernstone

Managing Director, US Head of Prime Finance, Credit Suisse
Steve Karasick
Head of Derivatives Trading, William Blair
Joshua Lukeman
Managing Director, US Head of ETF Market Making, Credit Suisse

Main Room Sessions - Glimmer Ballroom

3:00 PM - 3:30 PM

Coffee Break

3:30 PM - 4:30 PM

Exchange Playbook: Taking stock with the CEO’s

Terrence Duffy, Chairman and Chief Executive Officer, CME Group
Adena Friedman, President and Chief Executive Officer, Nasdaq
Edward Tilly, Chairman, Chief Executive Officer and President, Cboe Global Markets, Inc.

Moderated by: Brian Chin, Managing Director, CEO Global Markets, Credit Suisse

4:30 PM - 6:00 PM


6:00 PM - 7:00 PM

Cocktail Reception
Sponsored by FactSet

Glimmer Terrace, Fontainebleau Miami

7:00 PM - 9:30 PM

Dinner Keynote Presentation

George Bush, 43rd President of the United States

Moderated by: Tidjane Thiam, CEO, Credit Suisse
Introduced by: Michael Stewart, Managing Director, Global Markets Head of Equities, Credit Suisse

9:30 PM - 11:00 PM

After Hours Networking Event
Sponsored by CME Group

Arkadia Pool, Fontainebleau Miami


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* Please note agenda is subject to change.