NYC FALL Conference 2024
OCTOBER 7th - 6 PM - 9 PM Tribeca Grill
OCTOBER 8th - 8 AM - 4 PM - The Yale Club OF NYC
50 Vanderbilt Avenue (44th and Park Ave)
ALL TIMES SUBJECT TO CHANGE
Tuesday Oct 8
*All events in the Grand Ballroom
7:30 am - Guests arrive
7:45 am - 8:30 am Breakfast
8:30 am - 9:00 am Membership and NOIP Foundation Meeting
9:00 am - 9:30 am - A Conversation David Howson - Cboe
In this fireside chat, the Global President of Cboe Global Markets shares his perspective on global trends shaping the industry, expectations from the investor community, and building a global exchange for the future. David will be joined by NOIP Board member Jenny Hadiaris* - North America Head of Electronic Execution Services at Citigroup.
9:30 am - 10:30 am - The Election - Scott Rasmussen
Scott Rasmussen has long been recognized as one of the world’s leading public opinion pollsters and top political analysts. He constantly has his finger on the pulse of the nation and his knowledge of history enables him to put the latest news in a larger context.
Scott hosts a Sunday morning TV Show on Merit Street Media. “The Scott Rasmussen Show” will look at current events from the perspective of the American people, take deep dives into key issues, and address the challenges and opportunities of twenty-first-century polling.
Scott recently conducted unprecedented research documenting an Elite 1% of the population whose views are wildly out of touch with the American people. Their opposition to America's founding ideals are the root cause of the political dysfunction in our nation.
Scott joins NOIP to provide his views on Election 2024.
10:30 am - 11:10 am - Resiliency and Technology
Recent events like the CrowdStrike failure serve as a stark reminder of the importance of resilience and security in our technology infrastructure. How are cybersecurity tools and software development practices adapting to keep up with the pace of technological innovation, and are they falling behind? This panel of cybersecurity and software engineering experts will break down what we can learn from recent failures, what new tools and practices are emerging to secure technology, and what the future of resilience might look like.
Moderator:
Allison Bishop* - Co-founder and President, Proof Trading
Panelists:
Michael Sikorski - CTO, Unit 42 at Palo Alto Networks
Baishakhi Ray - Associate Professor of Computer Science at Columbia University
Matthew Green - Associate Professor of Computer Science at Johns Hopkins University
11:10 am - 11:20 BREAK
11:20 am - 11:50 am - Innovations in Retail Workflow
This panel will discuss how routing innovations can enhance execution quality, ensuring better trade outcomes for retail investors.
Focus will be on both the challenges and benefits, along with insights into how these innovations can shape the future direction of the industry.
Moderator:
Nataliya Bershova * - Head of Equity Electronic Trading, Truist Securities
Panelists:
Ed Gonzalez – Head of Retail Trading, Wells Fargo Securities
Andy Grayson – Head of Equity Trading, JPM Wealth Management
Harry Temkin - Chief Digital Officer, DriveWealth
11:50 am - 12:30 pm - Lunch
12:30 - 1:00 PM - Accessing Unique Liquidity - A Wider Market View
Objective: Discuss the notion that Buyside, Sell-side (Low Touch), and Quant/Systematic firms potentially have unique liquidity to offer the market with meaningful price improvement.
Focus will be on what this liquidity could look like (based on that particular institution), how it might be accessed and managed, and more generally what the liquidity needs of these institutions might look like – As it pertains to passive interest
Moderator:
Ben Klixbull* - Americas Head of Dist’n and Liquidity Mgmt – Global Products – XTX Markets
Panelists:
Aku Patel* – Head of Trading, Marshall Wace
Doug Borden – Head of Client Market Making, JPM Chase
John Bright – Head of Systematic Trading, Fidelity Management & Research
1:00 - 1:30 PM - Tobin Marcus - Wolfe Research
Tobin Marcus is Wolfe’s Head of US Policy and Politics. He is an Institutional Investor-ranked Washington Research analyst, ranking #3 overall in the most recent poll. He has nearly two decades of experience in policy analysis, policy development, and political strategy in both the public and private sectors. He served in the Obama-Biden administration for five years, most recently as then-VP Biden’s economic policy advisor. Prior to Wolfe, Tobin worked on Evercore ISI’s top-ranked global policy team, and as a pollster and strategist at the political consultancy Benenson Strategy Group. He graduated from Brown University, where he earned a degree in physics and political science.
1:30 pm - 2:15 pm - The Rise of Prediction Markets
Prediction markets are markets that allow participants to trade on the outcome of future events, like the total amount snowfall in Central Park in January, whether the U.S. will ban Tick Tok before the end of the year, or whether the Fed will cut rates before its next scheduled meeting. Prediction markets are not new, but recently, those registered with the CFTC – i.e., Designated Contract Markets (“DCMs”) – have been seeking to offer event contracts based on the outcome of U.S. political elections. This panel of prediction market operators will offer insight into this rapidly growing segment of the market, the increasing involvement by financial groups, and more recently, the regulatory battle to permit trading of political event contracts on a U.S. regulated trading venue for the very first time.
Moderator:
Anna Kurzrok* – Head of Market Structure – Jefferies
Panelists:
Tarek Mansour – Founder & CEO – Kalshi
David Downey – CEO – ForecastEX
2:15 pm - 3:00 pm Exchange Town Hall
NOIP is at its best when its members are actively discussing today's issues. We have gathered a group of leaders from the national exchanges to lead a free wheeling discussion on what they are seeing in their day to day role. This no-agenda panel is unscripted and dependent upon audience participation so please bring your ideas and questions.
Panelists:
Oliver Sung - Cboe, Head of North American Equities
Bryan Harkins* - IEX, President
Jonathan Kellner* - MEMX - CEO
Chuck Mack* - NASDAQ - Head of Strategy, North American Markets
Kevin Tyrrell - NYSE - Head of Markets
3:00 pm - 3:15 pm - BREAK
3:15 pm - 4:00 pm - ETFs: Growing Like Weeds, and Reshaping Trader Workflows
The ETF market is now a $10 trillion market in the US and a $14 trillion market globally. ETF issuers are expanding into new asset classes and strategies, and model portfolios have emerged as a powerful driver of AUM growth. Our panel of experts will discuss a range of issues related to the growth of ETFs, including:
- How ETF flows impact trading in the underlying markets
- How the buy-side trader's role changes when their firm becomes an ETF issuer
- Looming regulatory decisions that could turbo-charge the growth of the ETF industry
Moderator:
Elisabeth Kirby - Managing Director, Head of Market Structure, Tradeweb
Panelists:
Matt Brennan* - Head of US ETF Capital Markets, BlackRock
Giang Bui - Head of U.S. Equities and ETPs, Nasdaq
Andrew Hirschl - Senior Trader, Jane Street
Chris Johnson - Managing Director, Global Head of Trading, Charles Schwab Investment Management
*NOIP Member