Options Insider Special Events: Recent Episodes
The Options Insider Radio Network
Your front-row seat for compelling panel audio and special event recordings from the world of options. In addition to free audio from leading options conferences, you will also have access to special recordings, roundtables and other exclusive Options Insider events. So if you missed a recent options conference, or if you simply cannot afford to attend the numerous events around the country, The Options Insider has you covered. Let our Options Insider Special Events program give you a front-row seat to the world of options.
Event contracts and digital asset derivatives are emerging under CFTC oversight, while listed options and ETFs remain SEC-regulated. Meanwhile, some platforms are offering both. This panel will examine: • The SEC and CFTC frameworks and their implications for innovation. • Whether event contracts should be viewed as gaming, financial hedging, or a hybrid. • How crypto-linked options and ETFs fit into the regulatory patchwork. • What market participants need to prepare for as regulatory convergence (or conflict) plays out.
Moderator: The Honorable Dawn D. Stump, Principal, Stump Strategic
Panelists:
- JJ Kinahan, Senior Vice President, Head of Retail Expansion and Alternative Investment Products, Cboe Global Markets
- Ryan Jachym, Global Head of Markets Policy in the Office of Government and Regulatory Affairs, Goldman Sachs
- Summer Mersinger, Chief Executive Officer, Blockchain Association
- Thomas Plummer, Prediction Markets, Jump Trading
This panel is proudly sponsored by State Street Investment Management
Institutions are increasingly using derivative-based ETFs and FLEX Options as complementary tools to achieve precise risk-return outcomes. This panel will explore how products such as buffer and target outcome ETFs, hedged equity structures, and single-name/high-payout ETFs are reshaping institutional allocation models — and how FLEX Options provide the customization needed to support these strategies.
Moderator: Sara Levin, Managing Director, ETF and Derivative Trading, WallachBeth Capital
Panelists:
- Sean Truett, Senior Vice President of Strategy & Business Development, Box Options Market LLC
- Geoff Gaiss, Vice President Global Derivatives, TRAFiX Burke Ashenden, Head of Capital Markets & Institutional Strategy, Innovator
- James Maund, Head of Capital Markets, Krane Shares
This panel is proudly sponsored by BofA Securities.
By the Power of Grayskull, we're finally doing it!
In this special spoiler-filled episode, Mark Longo, Mark Sebastian, and Uncle Mike Tosaw journey back to Eternia to break down the new Masters of the Universe movie. From Skeletor, Trap Jaw, Battle Cat, and Man-At-Arms to Orko, She-Ra, and the future of the franchise, the gang dives deep into everything they loved, what surprised them, and where the story could go next.
Did the filmmakers finally deliver the He-Man movie fans have been waiting nearly 40 years to see? How does it compare to the infamous 1987 Dolph Lundgren film? What worked, what didn't, and what characters need to appear in the sequel?
Grab your Power Sword and join us for the ultimate Masters of the Universe discussion.
In This Episode: * First impressions of the new Masters of the Universe film * Skeletor, Trap Jaw, Battle Cat and Beast Man breakdown * The return of Eternia and Castle Grayskull * Favorite characters and standout scenes * Orko, She-Ra and the post-credit reveals * What we want from a potential sequel * Why this movie resonated with longtime He-Man fans
⚠️ Full spoilers throughout this episode.
The prospect of 24/7 trading for U.S. listed options is no longer a thought experiment—it's an industry conversation already underway. But turning the lights on around the clock is not as simple as flipping a switch. It requires rethinking clearing, collateral, and risk management frameworks; redefining the trading day itself; and ensuring that liquidity, market depth, and investor protections hold up during non-traditional hours.
Moderator: Aniceto Solares, Principal, Regulatory Policy, OCC Panelists:
- Dave Barrett, Head of U.S. Options, Nasdaq
- Kevin Tyrrell, Vice President, Head of Markets, NYSE: ICE
- Alicia Crighton, Managing Director, Goldman Sachs
- Adam Leaman, Chief Commercial Officer, Zerohash
This panel is proudly sponsored by BofA Securities.
Instead of siloed perspectives, this session pairs buyside and sellside leaders to tackle pressing industry questions collaboratively: • Which trends will shape the next 12–24 months? • How are vendors and exchanges prioritizing innovation? • What role can buyside firms play in shaping product development and liquidity frameworks?
Moderator: Ivan Brown, Head of Options, IEX Panelists:
- John Ruby, Trader, Jane Street
- Andy Hicks, Option Strategist, BlackRock
- Tommy Martin, Chief Strategy Officer, DASH Financial Technologies
- Anthony Denier, Group President and U.S. Chief Executive Officer, Webull
This panel is proudly sponsored by BofA Securities.
Volatility has moved beyond a pricing input to become a tradable, investable asset class. This panel will explore how options professionals are harnessing volatility for trading, hedging, and portfolio diversification, with insights into the latest products, strategies, and market trends.
Moderator: Steve Sosnick, Chief Strategist, Interactive Brokers
Panelists:
- Ben Londergan, Managing Director Strategic Business Development, Simplex Trading
- Kevin McCarthy, Managing Director and Head of Market Maker Financing and Clearing , Wells Fargo Securities
- Nate Pomeroy, Principal, Wolverine Trading Technologies
This panel is proudly sponsored by Clear Street.
The options market is entering a new era. Quantitative strategies are no longer confined to institutional desks — they're being deployed by a new class of self-taught, tech-enabled participants leveraging data analytics, APIs, and algorithmic execution. This panel explores how this shift is reshaping intermediation, liquidity, and education.
Moderator: Jermal Chandler, Head of Options Strategy, tastylive
Panelists:
- Jessica Inskip, Director of Investor Research, Stockbroker.com
- Brent Kochuba, Founder, SpotGamma
- Steve Quirk, Chief Brokerage Officer, Robinhood
This panel is proudly sponsored by Theta Data.
The options tape is noisy. Intraday volatility cycles, 0DTE reflexes, ETF-driven options growth, and increasingly granular expiration schedules are reshaping how liquidity forms, migrates, and occasionally disappears. This session examines where activity is truly concentrating across index and single-stock products, including the continued expansion of daily expirations into select equities, and how that evolution is influencing spreads, hedging behavior, market-maker capacity, and risk transfer.
Panelists will explore how product design is steering flow through defined outcome ETFs, single-stock ETFs, cash-settled index expansion, and targeted daily expirations and discuss what these structural shifts imply for market stability, education, and liquidity quality over the next 12–24 months.
Moderator: Henry Schwartz, Vice President, Market Intelligence, Cboe Global Markets
Panelists:
- Annabelle Baldwin, Chief Revenue Officer, SpiderRock
- Shelly Brown, Executive Vice President, Chief Strategy Officer, MIAX
- Geralyn Endo, Head of Options Business Development, MEMX
This panel is proudly sponsored by OCC.
Fireside Chat with SEC Director of Trading and Markets Jamie Selway Moderated by OCC Chairman Stephen Luparello Director Selway will open with prepared remarks followed by a moderated Q&A conversation exploring the issues and opportunities shaping today's options markets.
The 44th Annual Options Industry Conference kicks off from Palm Beach Gardens, Florida. Mark Benzaquen and Mat Cashman welcome attendees, highlight record attendance and the evolving options landscape, and set the stage for the week ahead.
The opening session concludes with welcome remarks from OCC Chief Operating Officer Dan Busby as OIC 2026 officially gets underway.
Is the energy market preparing for a $20 crude oil "washout"? In this episode, we tackle the geopolitical chaos in Venezuela and why the energy tape isn't reacting the way the headlines suggested it would.
Join host Mark Longo along with Dan Gramza (Gramza Capital Management) and Carley Garner (DeCarley Trading) for a deep dive into the energy complex. We break down the reality of Venezuela's deteriorating infrastructure, the "capitulation" patterns in WTI crude oil, and Dan Gramza's incredible victory in our 2025 VIX Crystal Ball contest.
- The Venezuela "Oil Spigot" Myth: Why Dan Gramza believes it will take 5–7 years to rebuild Venezuela's energy infrastructure despite the current political shift.
- Crude Oil Capitulation: Carley Garner explains why WTI crude never bottoms out quietly and why the $55 support level is the "danger zone" for a potential plunge into the $40s or $20s.
- WTI Options Analysis: Tracking the massive flow in the Feb contract—specifically the 55-strike "double puts" and the disappearance of the geopolitical call skew.
- Energy Skew & Volatility: Why the initial "tariff tantrum" and supply headlines have left the energy market in a state of neutral indecision.
It's time for our 2025 Year-End Spectacular! Join us as we look back on everything that lit up our tape in 2025 including: Wild options trades, spicy VIX prints, Metals madness, tariff tantrums and crypto craziness plus we take your pulse on hot topics like Prediction Markets, Strategic Crypto Reserves and...cranberry sauce?
HOST: Mark Longo, The Options Insider
CO-HOST: Brian Overby, Options Playbook
The hosts dive into the mid-season drama of the inaugural Options Insider Fantasy Football League. Mark defends his first-place spot after a Week 9 loss, while Brian celebrates a much-needed win to climb out of the basement. The discussion covers devastating injuries, questionable draft strategies, surprise player finds, and what the future holds for the league.
Key Highlights: * Rivalry & Standings: Mark falls to 6-3 and is now tied for first. Brian secures a tight win (176.0 to 172.6) to move to 3-6. * The Injury Crisis: A brutal season for injuries affecting top players, highlighting the importance of deep benches and constant management. * Running Back Woes: Discussing the high-risk nature of early-round RBs (e.g., Saquon Barkley) and the bleak running back options on the current waiver wire (e.g., Devin Singletary). * Surprise Sleeper Finds: Highlighting successful mid-season pickups like Khyani Vidal and Rico Dowdle that have been saving struggling teams. * Waiver & Draft Strategy: Reviewing the ideal league size (consensus is 12) and the pros and cons of using unconventional draft strategies. * Future League Format: Discussing the possibility of expanding the league next year and the appeal of the high-stakes Guillotine League format (where the lowest scorer is eliminated weekly). * Favorite Players: Brian names Amari Cooper and the ever-reliable Josh Jacobs as his favorite players this season.
Future Forward: Embedded Optionality in Market Innovation
As technology, regulatory changes and market dynamics continue to evolve, the options market is on the brink of significant transformation. This panel will explore how new innovations - from AI and automation to regulatory changes - are reshaping trading behavior, risk management, and market structure.
- Moderator: Tommy Martin, Chief Strategy Officer, Dash Financial Technologies
Panelists:
- Annabelle Baldwin, Chief Revenue Officer, SpiderRock
- Shawn Cruz, Business Development Lead, IMC
- Geralyn Endo, Head of Options Business Development, MEMX
In the ever-evolving world of financial markets, options trading has experienced rapid growth among retail and institutional investors alike. Examining new educational mediums and methodologies is at the heart of this discussion as we present multiple perspectives on how education in the options space is happening now and how it may transform in the future. This panel will dive into the latest developments in options education, highlighting the strategies, tools and platforms that are empowering the next generation of traders.
- Moderator: Jessica Inskip, Director of Investor Research, StockBrokers.com
- Panelists:
- Mark Benzaquen, Principal, Investor Education, OCC
- Jermal Chandler, Head of Options Strategy, tastytrade
- Brent Kochuba, Founder, SpotGamma
Emerging Technologies, Advanced Analytics and Automation in Options Trading: Transforming Strategies and Market Dynamics
Cutting edge technologies are reshaping the landscape of options trading, enhancing decision-making processes and driving innovation in trading strategies. This panel will explore how market participants leverage sophisticated modeling techniques to identify opportunites, optimize trade execution, and navigate the ethical challenges associated with increased reliance on automation in financial markets.
- Moderator: Ivan Brown, Chief Operating Officer, Options, IEX Panelists:
- Steve Crutchfield, Head of Business Development, Chicago Trading Company
- Joe Mazzola, Director, Trading & Education, Charles Schwab & Co
- Nate Pomeroy, Principal, Wolverine Trading
Navigating Market Trends: Buyside Perspectives in Options Trading
- Moderator: Joe Lewis, Head of Corporate Hedging and FX Solutions, Jefferies Financial Group Panelists:
- Rachna Mathur, Head of Equities, Americas, EUREX
- Eric Metz, Managing Director, Chief Investment Officer & Head of SpiderRock Advisors
- John Smollen, Executive Vice President, Exchange Traded Products, MIAX
Defined outcome ETFs are redefining how investors manage risk and achieve targeted outcomes in their portfolios. This panel will delve into how these ETFs use options to mitigate risk, their role in managing market volatility, and the ripple effects they are creating across the options and futures markets.
- Moderator: Geoff Gaiss, Vice President, Global Deriviatives, TRAFiX
Panelists:
- John DiBacco, Global Head of Derivatives, Clear Street
- Brian Gilbart, Head of Options Market Development, NYSE
- Sara Levin, Director, ETF and Derivative Trading, WallachBeth Capital
- Matt McFarland, Senior Vice President, Capital Markets, Vest Financial
As we look into the future of options trading, several transformative factors are reshaping the market. This session will explore the implication of Payment for Order Flow (PFOF) on trading volumes and market liquidity, alongside the evolving landscape of risk management practices. We will discuss the changing profile of the modern investor, one increasingly influenced by technological advancements, educational resources, and AI-driven strategies and how they are revolutionizing trade execution and portfolio management.
- Moderator: JJ Kinahan, Chief Executive Officer, IG North America
Panelists:
- Christopher Larkin, Managing Director, Head of Trading & Investing, E*TRADE from Morgan Stanley
- Tanya Patwa, Head U.S. Options Sales, Nasdaq
- Tony Zhang, Chief Strategist, OptionsPlay
- Patrick Zielinski, Chief Executive Officer, Box Options Market
In an increasingly data-driven world, this panel will explore how market participants are leveraging big data, artificial intelligence, and advanced analytics to inform trading strategies, manage risk, and predict market trends. As technology evolves, so do the ways in which we interact with the markets.
- Moderator: Henry Schwartz, Vice President, Market Intelligence, Cboe Global Markets Panelists:
- Arianne Adams, Chief Strategy Officer & Head of Derivatives, Webull
- Matt Amberson, Principal, ORATS
- Steve Sosnick, Chief Strategist, Interactive Brokers
- Dan Busby, Chief Operating Officer, OCC leads a fireside chat with The Honorable Hester M. Peirce, Commissioner, U.S. Securities and Exchange Commission.
Did our audience have their fingers on the pulse of the options market in 2024? Tune in to find out as we review the results of all of our audience sentiment polls for 2024 and beyond!
Join us for our 2024 Election Night Spectacular as we break down all the action with a variety of special guests (HINT: LISTEN UNTIL THE END) including:
- Dr. VIX - aka Russell Rhoads
- Aash Vyas
- Scott Bauer
- Matt Amberson
- Bill Uliveri
- Dan Gramza
- Dan Passarelli
- Uncle Mike Tosaw
- The Rock Lobster Andrew Giovinazzi
- John Smollen
- and more...
Industry panelists will discuss exchange operations, the state of competition, the return of floor trading and resiliency for the next 50 years.
Moderator:
Paul Jiganti, Managing Director, Business Development & Market Structure Strategy, IMC
Panelists:
- Andrej Bolkovic, Chief Executive Officer, OCC
- Shelly Brown, Executive Vice President, Strategic Planning and Business Development, MIAX
- Sean Feeney, Head of US Options, Nasdaq
- Kevin McCarthy, Chief Administrative Officer and Head of Clearing, Clear Street
Dive into an insightful exploration of the distinctions between the US and European options markets in this engaging session. Delve into the repercussions and investment prospects stemming from the escalating trading activity flowing from Europe to the US. Uncover the driving forces behind the burgeoning retail sector in Europe and gain valuable forsight into forthcoming market trends.
Moderator:
David Cross, Co-Head of Options, DASH Financial Technologies
Panelists:
- Lauren Arbid, Director, US Head of Relationship Management, ABN AMRO Clearing USA LLC
- Mathieu Boivin-Carrier, Director, All Options USA
- James Putra, Vice President and Head of Product Strategy, TradeStation
- Dr. Randolf Roth, Member of the Executive Boards, Eurex
The 2024 election season could dramatically impact finance and investing. This session will cover what is known - and how to prepare for the unknowns.
Moderator:
Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA
Panelists:
- Dennis Davitt, Chief Investment Officer, Millbank Dartmoor Portsmouth
- Geoff Gaiss, Vice President, Global Derivatives, TRAFiX
- Jim Toes, President and Chief Executive Officer, Security Traders Association
In the derivatives space, the ability to innovate is non-negotiable. Learn what new paths are being forged in equities, ETFs and digital transformation.
Moderator:
Lule Demmissie, Chief Executive Officer US, eToro
Panelists:
- Geralyn Endo, Relationship Manager, Options Lead, MEMX
- Kevin "Lex" Luthringshausen, Senior Vice President, Chief Content Officer, Tradier Inc, Tradier Hub
- Laura Morrison, ETF/Investment Industry Advisor, Former Chief Revenue Officer, Direxion
Hear directly from top investment managers about their worries, their views on where the growth is, and whether they're putting listed options, including 0DTEs, to work.
Moderator:
Joe Lewis, Head Corporate Hedging & FX Solutions, Jefferies
Panelists:
- Eric McArdle, Managing Director, Advisor Solutions, Simplify
- Blake Dinger, Portfolio Manager, SpiderRock Advisors
- Megan Morgan, Head of Market Structure, Belvedere Trading
Welcome
- Ed Modla, Executive Director, Investor Education, OCC
- Mat Cashman, Principal, Investor Education, OCC
Virtual Welcome
- The Honorable Patrick McHenry (R-NC) Chairman, U.S. House Financial Services Committee
Moderator:
- Geralyn Endo, Member Experience, MEMX
Panelists:
- David Cross, Co-Head of Options, Dash
- Geoff Gaiss, Vice President, Global Derivatives, Trafix
- Jim Hyde, Senior Director, Head of Business Development and Strategic Partnerships, ICE/NYSE
- Kevin "Lex" Luthringshausen, Senior Vice President, Sales and Business Development, Tradier, Inc.
Moderator:
- Walton Liles, Principal, Blue Ridge Law and Policy
Panelists:
- Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA
- Jim Hall, Executive Director, Government Relations, OCC
- Jim Toes, President and Chief Executive Officer, STA
Moderator:
- Pat Hickey, Managing Director, Participant Services and Solutions, OCC
Panelists:
- Megan Morgan, Head of Market Structure, Belvedere
- Sean Truett, Senior Vice President, Strategy and Business Development, BOX Options Market LLC
- Matt Weinstein, Senior Derivatives Salesperson, Citadel Securities
Moderator:
- Paul Jiganti, Managing Director, Business Development and Market Structure Strategy, IMC
Panelists:
- Andrej Bolkovic, Chief Executive Officer, OCC
- Nick LaMaina, Global Head of Broker Dealer Solutions, eToro
- Tony Zhang, Chief Strategy Officer, OptionsPlay
Fireside Chat:
- Jill Sommers, Chair, Derivatives Practice Group, Patomak
Global Partners:
- Lule Demmissie, U.S. Chief Executive Officer, eToro
Keynote Speaker: The Honorable Summer K. Mersinger, Commissioner, Commodity Futures Trading Commission
Moderator:
- Julie Bauer, Chief External Relations Officer, OCC
Moderator:
- Steve Luparello, Former Director, Division of Trading and Markets, U.S. Securities and Exchange Commission
Panelists:
- Gregg Berman, Managing Director, Market Analytics and Regulatory Structure, Citadel
- Mark Davies, Co-Founder and Chief Executive Officer, S3
- Meaghan Dugan, Head of Options, NYSE
Moderator:
- Greg Stevens, Vice President, Fidelity Investments
Panelists:
- Sean Feeney, Head of Options, Nasdaq
- Ravi Jain, Chief Product Officer, Sterling Trading Tech
- Ming Zhao, Chief Executive Officer, Atomic Vaults
Market Outlook 2022
- Moderator: Kaitlin Meyer, Vice President, Marketing & Sales, MIAX
- Panelists:
- Shawn Cruz, Director of Derivative Strategy and Trading, TD Ameritrade
- Ravi Jain, Chief Product Officer, Sterling Trading Tech
- Tommy Martin, Co-Head of Options, Dash (an ION Company)
- Patrick Zielinski, Interim Chief Executive Officer, BOX Options
Keynote Speaker: The Honorable Dawn DeBerry Stump
Former Commissioner, U.S. Commodity Futures Trading Commission
The Honorable Dawn DeBerry Stump was nominated by President Trump to serve as a Commissioner of the Commodity Futures Trading Commission on June 12, 2017. She was unanimously confirmed by the Senate on August 28, 2018 and sworn into office on September 5, 2018 for the remainder of a five-year term that expired in April 2022.
- Moderator: Julie Bauer, Chief External Relations Officer, OCC
Washington Perspectives
- Moderator: Jim Toes, President & CEO, Security Traders Association
Panelists:
- Jameel Aalim-Johnson, Vice President of Government Relations, Nasdaq
- Gene DeMaio, Executive Vice President, Options Regulation & Trading Execution, FINRA
- Ellen Greene, Managing Director, Equity and Options Market Structure, SIFMA
Secure Markets: Tackling Cybersecurity Challenges
- Moderator: John P. Davidson, Chief Executive Officer, OCC
Panelists: * Andrew Derboben, AVP, Global Security Operations and Incident Response, Nasdaq * Erik Dries, Executive Director Cyber Defense, OCC * David Harris, Co-Founder, Manetu, Inc.
New Frontiers: Innovations Changing the Industry
- Moderator: Paul Jiganti, Managing Director, Business Development and Market Structure Strategy, IMC
Panelists: * Thomas Gallagher, Chairman & Chief Executive Officer, MIAX * Jeanine Hightower-Sellitto, Chief Executive Officer, Atomyze * Steve Quirk, Chief Brokerage Officer, Robinhood
Institutional Perspectives on Today's Options Markets
- Moderator: Jason Roelker, Head of Institutional Equity Derivative Sales, Citadel Securities
Panelists: * Arianne Adams, Senior Vice President, Head of Derivatives & Global Client Services, Cboe * Meaghan Dugan, Head of Product & Competitive Strategy, NYSE * Jason Hedberg, Global Head of Equity Derivatives Flow Distribution, UBS
Current Issues in Market Structure
- Moderator: Alicia Crighton, Managing Director, Goldman Sachs
Panelists: - Steve Luparello, Former Director of Trading and Markets, U.S. Securities and Exchange Commission
- Scot Warren, Chief Operating Officer, OCC
- Slade Winchester, Director, Derivatives Trading Platforms, Citigroup Global Markets
On this episode, we are joined by:
- John Davidson, CEO - The Options Clearing Corporation
Mark and John discuss:
- Looking back on the meme stock palooza?
- Are we pricing calls wrong?
- Will we ever see extended hours trading in options?
- Why does open interest only update once a day?
- What is the OCC Ovation technology overhaul?
- Can the Options volume party continue in 2022?
- Will we see daily expirations in single-name options in the near future?
- and much more...
Rise of Retail: What's Next?
- Moderator: JJ Kinahan, Vice President and Chief Market Strategist, tastytrade
Panelists: - Greg Ferrari, Head of U.S. Options, Nasdaq
- Ovidio Montemayor, Managing Director, Trading Operations, Charles Schwab
- Greg Stevens, Vice President, Options Experience Independent Investing, Fidelity Investments
State of The Industry
- Moderator: Henry Schwartz, Senior Director, Head of Product Intelligence, Cboe
Panelists: * Annabelle Baldwin, Chief Revenue Officer, SpiderRock * Jeff Chiappetta, Managing Director, Digital Investor Services, Charles Schwab * Antonio Goncalves, Senior Vice President Americas, Board Advisor Devexperts and dxFeed Data Solutions, Devexperts, Inc.
Our Founder Mark Longo hosted the options panel at this year's Securities Traders Association of Chicago (STAC) conference. Joining mark on the panel were:
- Henry Schwartz - Sr. Director, Head of Product Intelligence, Data & Access Solutions, Cboe Global Markets
- Bill Looney - Managing Director - Head of Global Business Development, XFA
- Jordan Naylor - CEO, Matrix Executions
- Greg Magadini - Co-Founder and CEO, Genesis Volatility
They discuss:
- The insane year that was 2021.
- Can the volume continue in 2022?
- The impact of the retail trading tsunami
- The impact of so many call buyers on volatility skew
- The growing wave of crypto options traders
- and much more...
The Honorable Randal Quarles, Vice Chair for Supervision at the Board of Governors of the Federal Reserve System is the keynote speaker at this year's virtual conference.
Lori J. Schock, Director, SEC Office of Investor Education and Advocacy, moderates a discussion that explores the industry’s efforts to provide meaningful education to investors.
Keynote speaker Acting Chair of the United States Securities and Exchange Commission, Allison Herren Lee, discusses her views on current market issues and priorities for the SEC this year.
In this exclusive session from OIC 2021 - The Sullivan award is presented for significant contributions to the options industry.
Enjoy this exclusive panel audio from OIC 2021. In this session, options industry experts break down the rise of the retail trader and its impact on the options market.
Enjoy another exclusive session from OIC 2021 as industry experts provide their outlook on regulation for the coming year.
In this exclusive panel audio from the 2021 Options Industry Conference, industry experts give an update on the state of the options industry during the pandemic.
It's finally here! The first ever Options Insider Pro Q and A Session. This is where our Pro members have the chance to pick the brains of leading options and derivatives experts. We kicked things off with the "Oracle of New Hampshire" himself:
- Matt Amberson, Founder: Options Research and Technology Services.
Matt answers your questions about:
- The proper way to structure your options trades
- When to close/roll your covered calls
- The most effective, and cheapest, ways to protect your gains using options.
- How to incorporate skew data into your options trading.
- The best ways to trade options on MEME stocks.
- The optimal way to trade options on VIX.
- When to trade calendar spreads.
- Iron Condors vs. Iron Butterflies vs. Diagonals.
- And much more...
Want to participate in future Pro Q and A Sessions? Then check out www.TheOptionsInsider.com/shop today.
On the final part of our epic Election Night Special we are FINALLY joined by the "Once and Future Dr. VIX" - aka Russell Rhoads. Enjoy!
On Part 7 of our epic Election Night Special we are joined by:
- Mark "The Greasy Meatball/Texan" Sebastian - Option Pit
On Part 6 of our epic Election Night Spectacular we are joined by:
- "Uncle" Mike Tosaw - St. Charles Wealth Management
- Eric Metz - SpiderRock Advisors
On this segment we are joined by:
- Dan Passarelli - Founder, Market Taker Mentoring
- Luke Rahbari - CEO, Equity Armor Investments
On Part 4 of our epic Election Night Special we are joined by:
- HENRY SCHWARTZ, FOUNDER - TRADE ALERT
- BRIAN OVERBY, SENIOR OPTIONS ANALYST - ALLY INVEST
On part 3 of our epic Election Night Special we are joined by:
- Andrew "The Rock Lobster" Giovinazzi from Option Pit
- Dave "Short Vol" Lincoln from The Short Vol Show
On this episode we're joined by:
- Dan Gramza, President - Gramza Capital Management
- Sean Smith, MD of Derivatives Licensing - FTSE Russell
On Part 1 of our Election Night Special we are joined by:
- Chris Hausman, aka The Director of Risk from Swan Global Investments
- Matt Amberson, aka The Oracle of New Hampshire from ORATS
Talking Backtesting, Volatility, Liquidity and More with ORATS
It's time to catch up with ORATS about options liquidity, volatility and, of course, backtesting.
TALKING ADVISORS AND OPTIONS WITH RAYMOND JAMES
Our guest for this episode is Gary Franklin, VP - Retail Options Trading and Strategies for Raymond James. Mark and Gary discuss:
- Overall options penetrations with advisors - is it growing or shrinking?
- What is the level of options interest at Raymond James?
- The challenges of finding liquidity for clients in the options market.
- The options wish list for advisors.
- And much more...
What the Heck is Gatsby?
Did you ever ask yourself - what the heck is Gatsby? We decided to find out at OIC 2019. Here's the answer...
Getting Back In The Trading Job Market with STA
Our guest for this episode is Jim Toes, President of the Securities Traders Association. Mark and Jim discuss
- What is STA doing at the Options Industry Conference?
- What options initiatives is STA working on currently?
- Is strike mitigation the solution to the problems facing options market makers?
- What is on the docket for the STA 2019 Market Structure Conference?
- How can we help traders who may be looking for new jobs? STA might have an answer for that.
- And much more...
Join us as we acknowledge the options industry's unsung heroes.
Master of Ceremonies: Mark Longo, The Options Insider Media Group
The following individuals are the 2019 recipients of the Lifetime Contribution Award:
- Tom Brady, Cboe (retired)
- Kim L. Koppien, NYSE Options
- Joe Levin, Cboe (posthumous)
- Daniel May, The May Foundation
- Dennis May, SMS Factory
- William H. Morgan, Memorial Sloan-Kettering Cancer Center
- Jon Najarian, Najarian Family Office and Investitute
- Anthony Saliba, Matrix Holding Group
- Andy Schwarz, AGS Specialists, LLC
- Lee Tenzer, LETCO
- Thomas Young, Independent Member, PHX
Fireside chat with Anthony Scaramucci, Founder & Co-Managing Partner, Skybridge Capital
Hosted by: Robert Castrignano, Principal, Sandler O'Neill and Partners.
Discussion of leading execution firms who are changing how institutional liquidity is being found and executed today. The discussion will focus on how these Routing & Execution Brokers are filling a critical role in price discovery and bringing buyers and sellers together in multiple ways.
Sponsor: Miami Downtown Development Authority
Moderator: Kevin Murphy, Corporate Relationship Manager, Hamilton Executions, LLC
Panelists:
Annabelle Baldwin, Partner, SpiderRock
William "Duke" Ellington, Managing Partner, XFA
Tommy Martin, Managing Director, Head of Sales Strategy & Operations, Dash Financial Technologies
Craig Reilly, Director of Sales, Volant Execution
Leading clearing and risk experts join together to discuss the challenges of being a clearing firm in today’s volatile markets.
Sponsor: Sterling Trading Tech
Moderator: Steve Crutchfield, Head of Market Structure, CTC Trading Group, LLC
Panelists:
Alicia Crighton, COO Options, Futures and OTC Clearing Businesses, Goldman Sachs
Mike Dennis, U.S. Head of Relationship Management, ABN Amro Clearing Chicago, LLC
Frank Magnani, Global Institutional Sales, Interactive Brokers Group, LLC
Kevin McCarthy, Head of Professional Clearing, Bank of America Merrill Lynch Global Markets
Thomas Peterffy, Chairman and Founder of Interactive Brokers Group, Inc and
Blair Hull, Founder, Hull Trading Company talk about where it all began and more.
John P. Davidson, Chief Executive Officer, OCC is interviewed by Russell Rhoads, Head of Derivatives Research, TABB Group / Adjunct Professor at Loyola University, Chicago.
A dynamic interchange with heads of the industry.
Sponsored by: Devexperts
Moderated by: Andy Nybo, Director, Burton-Taylor International Consultants
Panelists:
Ivan Brown, Head of Options, New York Stock Exchange
Shelly Brown, Executive Vice President, Strategic Planning and Operations, MIAX
Arianne Criqui, SVP, Head of Options & Business Development, Cboe Global Markets
Greg Ferrari, Vice President, Head of U.S. Options, Nasdaq
John Fennell, Executive Vice President & Chief Risk Officer, OCC
Patrick Zielinski, Senior Vice President, Trading Operations & Technology, Box Options Exchange
State of the Industry in Two Parts. First, a deep dive into trading and market trends based on volume. What customers are doing, when and where.
Presented by: Henry Schwartz, Founder and President, Trade Alert, LLC.
Then, the results of the most recent market structure survey will be shared along with insight and most current views of industry topics.
Presented by: Andy Nybo, Director, Burton-Taylor International Consulting.
A discussion with modern day business visionaries growing the options business in very different ways.
Sponsored by: OptionsPlay
Moderator: Eric Cott, Director Education, OIC
Panelists:
Matthew Amberson, Principal, Option Research and Technology Services
Ryan Belanger-Saleh, Co-CEO and Founder, Gatsby
Tony Zhang, Chief Strategist, OptionsPlay
Leading volatility traders and product experts come together to discuss the outlook for trading volatility post 2018.
Sponsored by: Citadel Securities
Moderator: Ben Londergan, Managing Director of Strategic Relationships and Market Ecosystem, Peak6
Panelists:
Simon Ho, Chief Executive Officer, T3 Index
Michael Palmer, DPM-Specialist, VIX Options, Group One
LT Tanzman, Head of CES Options Routing, Citadel Securities
This OIC sponsored study is presented by Edward Szado, Ph.D., CFA, Assistant Professor at Providence College, the Director of Research of the Institute for Global Asset and Risk Management (INGARM).
Joe Bracco, Senior Vice President, Head of Sales, MIAX
Jim Toes, President & CEO, Security Traders Association
Ellen Greene, Managing Director, SIFMA
Julie Bauer, Executive Vice President, Government Relations and Investor Education, OCC
Amy Lawson, First Vice President, Product Development, OCC
Mary Savoie, First Vice President, Investor Education, OIC
Paul Kenyon, Head of Sales and Relationship Management, New York Stock Exchange
Tanya Patwa, Managing Director, U.S. Options, Nasdaq
John Palmer, Sr. Director, Head of Multi-listed Options, Cboe Global Markets
Patty Schuler, Vice President, Business Development, BOX Options Exchange
Welcome & Opening Remarks by Thomas P. Gallagher, Chairman and Chief Executive Officer, MIAX
Phillip Capital's Trading Asia Symposium is the only annual event of its kind in the US that focuses on Trading Asia for the financial derivatives community.
The final panel of the Trading Asia Symposium focused on trading in China, and featured:
- David Klotz, Moderator
- James Lear, Director of Proprietary Trading, DME
- Christopher Lee, Senior Vice President, HKEX
- Christopher Edmonds, Senior Vice President, ICE SG
- Rama Pillai, Senior Vice President and Chief Commercial Officer, SGX
Phillip Capital's Trading Asia Symposium is the only annual event of its kind in the US that focuses on Trading Asia for the financial derivatives community.
Up next, Bill Herder, the head of FIA for the Asia-Pacific region, addresses the crowd.
Phillip Capital's Trading Asia Symposium is the only annual event of its kind in the US that focuses on Trading Asia for the financial derivatives community.
Up next, learn from the Asian Exchanges about the latest developments and trading opportunities.
Phillip Capital's Trading Asia Symposium is the only annual event of its kind in the US that focuses on Trading Asia for the financial derivatives community.
Up first, the opening speech by Joseph Banyai and Lynette Lim
Mark recently participated in the Voice of Blockchain Conference to talk about crypto derivatives. Panelists included:
- Tony Saliba, CEO at Matrix Holding Group and Mercury Digital Assets
- Matt Amberson, Owner, Options Research & Technology Services
- Julie Winkler, CME Group Chief Commercial Officer
Options and the Institutional Investor
Richard Johnson, from Greenwich Associates, presents findings from their Institutional Participant research study, followed by a conversation with industry panelists.
Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.
We are pleased to bring you audio from this event.
Part 5: Where Hedged Equity Fits and Many Options with Options
- Roles Hedged Equity Serves in a Portfolio presented by Marc Odo, CFA, CAIA, CIPM, CFP - Dir. of Investment Solutions, Swan Global Investments
- Expanding the Opportunity Set for Risk Management Across Multiple Structures
Moderator: Panelists: Marc Odo, CFA, CAIA, CIPM, CFP - Dir. of Investment Solutions, Swan Global Investments
Panelists:
- Micah Wakefield, CAIA - Dir. of Research & Product Development, Swan Global Investments
- Chris Hausman, CMT - Dir. of Risk Management & Chief Technical Strategist, Swan Global Investments
Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.
We are pleased to bring you audio from this event.
Part 4: RIA Roundtable: Implementations for Wealth Management
Moderator: Gib Watson III, CIMA - Managing Partner, Trident Wealth Management Consulting, LLC
Panelists:
- Bill Harding, CFA - CIO, Jackson National Asset Management, LLC
- Zoe Brunson, CFA - SVP Investment Strategies Group, Asset Mark, Inc.
- Paul Courtney, CFA , CAIA - Co-Founder & Director of Research, SpringTide Partners
Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.
We are pleased to bring you audio from this event.
Part 3: The Coming Age of Transformation, How It Will Change Everything
Guest Speaker: John Mauldin - Chairman of Mauldin Economics, President of Mauldin Solutions, LLC
Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.
We are pleased to bring you audio from this event.
Part 2: A Strategy to Define Risk 20-Year Perspective on Risk Management
Moderator: Sean McCaffrey - Managing Director, Head of Distribution, Swan Global Investments
Panelists:
- Randy Swan - Founder, CEO, and Lead Portfolio Manager, Swan Global Investments
- Rob Swan - COO and Portfolio Manager, Swan Global Investments
Swan Global Investments, our long-time partner for the Advisors Option, has an event every year that brings together leaders from the industry to promote an open dialogue to discuss and share ideas on some of the most challenging issues facing investors.
We are pleased to bring you audio from this event.
Part 1: Perspectives on Risk Management Seeking Solutions for Endowments, Foundations, and Pensions
Moderator: Gib Watson III, CIMA - Managing Partner, Trident Wealth Management Consulting, LLC
Panelists:
- Samuel Gallo, CPA, CAIA - CIO, University System of Maryland Foundation
- Carlos Chujoy, CFA - CIO, Employment Retirement System of Texas
- Sean P. McChesney - Vice President, Hedged Strategies Research, Fund Evaluation Group, LLC
OCC President and Chief Operating Officer John Davidson talks with U.S. Representative Randy Hultgren (R-IL-14) about the outlook for action in Washington, D.C. in 2018, and the most significant financial markets issues facing policymakers.
Jill Malandrino, Nasdaq Global Markets Reporter, moderated a discussion on key innovations and trends in technology and their impacts on the options industry.
Moderator: Jill Malandrino, Nasdaq
Panelists:
- Tony Zhang, Options Play
- Peter Maragos, DASH
- Travis McGhee, TradeStation
Find out from this expert panel composed of ETF issuers and options market makers what is driving the trends in client ETF options usage and the implications for the ETF and options industries and their respective participants.
Moderator: Steve Oh, Nasdaq ETFs
Panelists:
- Grayson Lipton, PowerShares by Invesco
- Lawrence Tanzman, Citadel
- Stacey Gilbert, Susquehanna International Group
- James Maund, State Street Global Advisors
Experienced Financial Advisors share how they have integrated options into their practice to differentiate themselves from their competition and grow their client base.
Moderator: Eric Cott, OCC
Panelists:
- Michael Galantino, CV Brokerage, Inc.
- Brandon Setlock, Charles Schwab & Co.
- Paul Feinstein, 1st Republic
Exchange and clearinghouse Washington representatives discussed policy and politics in 2018.
Moderator: Julie Bauer, OCC
Panelists:
- Terry Campbell, Nasdaq
- Jeff Strunk, Forbes-Tate
- Lita Frazier, Cboe
- Hope Jarkowski, Intercontinental Exchange
Exchange leaders, alongside OCC leadership, touched on an array of current topics affecting the options industry.
Moderator: J.J. Kinahan, TD Ameritrade
Panelists
- Ed Boyle, BOX
- Andy Lowenthal, Cboe
- Shelly Brown, MIAX
- Kevin Kennedy, Nasdaq
- Ivan Brown, NYSE
- Scot Warren, OCC
Key industry panelists discuss the evolution of market regulation and its impact on listed options liquidity across multiple market segments.
Moderator: John J. Fennell, OCC
Panelists:
- Steve Crutchfield, CTC
- Mauricio Izurieta, BAML
- Dennis Davitt, Harvest Volatility Advisors
Elinor Comlay from EQ Derivatives lead an engaging session on volatility and its impact on trading participants in the options market.
Moderator: Elinor Comlay, EQ Derivatives
Panelists:
- Rob Hocking, DRW
- Euan Sinclair, Talton Capital Management
- Aash Vyas, Pier88 Investment Partners
Henry Schwartz from Trade Alert presented a detailed look at trends and current hot issues in today's options market.
2018 Joseph W. Sullivan Award: Gary Katz
Gary Katz is the former President and Chief Executive Officer of the International Securities Exchange (ISE), the first all-electronic options exchange in the United States and one of the world’s leading exchanges. Prior to that, he served as ISE’s Chief Operating Officer.
Mr. Katz is one of the principal developers of the unique options market structure – an auction market on an electronic platform – used by all ISE exchanges and is named as inventor or co-inventor on six patents that the Company received or applied for relating to its proprietary trading system and technology.
This year's panel for exchange and industry updates included:
- Patty Schuler, BOX
- Eric Frait, Cboe
- Joe Bracco, MIAX
- Sean Feeney, Nasdaq
- Mark Krommenhoek, NYSE
- Amy Lawson, OCC
- Frank Tirado, OIC
- Ellen Greene, SIFMA
- Jim Toes, STA
The explosion of new alternative datasets emerging every day adds an exciting yet daunting spin for the capital markets industry. The challenges of assessing alt data — such as the wide range of data and types available, lack of historical analysis and alignment of data sourcing — can make it time-consuming and difficult to ingest and take action.
Our esteemed panel of industry experts weighed the opportunities and risks associated with alternative data for options and equities traders as well as quantitative analysts and portfolio managers.
The panelists included:
- Catherine Clay (moderator) Vice President, Global Head of Information Solutions, Cboe
- Michael Izhaky CEO, FT Options
- Henry Schwartz President, TradeAlert
- Barry L. Star CEO, Wall Street Horizon
- Robin Mess CEO, big xyt
Gina McFadden was President of The Options Industry Council (OIC) from 2006 to 2013. She was OIC's Executive Director from 1995 to 2006. Concurrent with her OIC position, she was also a member of The Options Clearing Corporation's (OCC) senior management team, serving as Executive Vice President of Industry Services. Prior to that, she was Executive Vice President of OCC's Business Operations Group and Business/Product Development.
Active on various industry committees and organizations including OIC's Roundtable, OCC's Operations Roundtable, SIFMA's Equity Options Roundtable, the STA Options Committee and the Futures Industry Association, she was also an inaugural board member of Women in Listed Derivatives (WILD), a professional development group for women.
Gina completed the Kellogg Management Institute Graduate Program at Northwestern University and SIA’s Securities Institute Program at the Wharton School. She has a B.A. from Barat College.
After almost forty years in the options industry, Gina retired in 2013. She lives with her husband Marty in Chicago and Boca Grande, Florida, where she is on the board of the Boca Grande Art Center and active in other community and educational organizations.
The Sullivan Awards named for Joseph W. Sullivan to recognize outstanding contributions in the options industry. Mr. Sullivan provided the vision and leadership to make listed options a reality and played a key role in the development of the Chicago Board Options Exchange, serving as its first president from 1972 until 1979.
The Sullivan Award was established in 2002 by the Options Industry Council and has become a regular feature of the Options Industry Conference program. The award acknowledges an individual’s achievement as measured by contributions to education, innovation and product development, and in helping to grow the industry.
Gina McFadden, a long-time leader in the U.S. listed equity options industry, will be the first woman to receive the award. The past Sullivan Award recipients have been Joseph Sullivan himself, Wayne P. Luthringshausen, Paul G. Stevens, Jr., Ivers W. Riley, Thomas Peterffy, Jeffery S. Yass, David Krell, William J. Brodsky, William A. Porter, Lawrence G. McMillan, Edward J. Joyce, Meyer Sandy Frucher, Blair Hull and Robert E. Whaley.
A panel of experts addressed the European hot topics that could impact U.S. options markets. What are the pain points for those seeking to participate in our markets? What are the opportunities? What’s going on with the mega exchange mergers? Regulation. Brexit. The structure of the European market. All this and more.
Moderator: Gary Delany, OIC
- Frank Magnani, Interactive Brokers
- Georgio Stoev, Saxo Bank
Experienced Financial Advisors shared 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
Steve Sears, Senior Editor and columnist with Barron’s, conducted 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.
Moderator: Andy Nybo
- Ed Boyle, BOX Options Exchange
- Andy Lowenthal, CBOE
- Shelly Brown, MIAX
- Kevin Kennedy, Nasdaq
- Ivan Brown, NYSE
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 presented 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.
Henry Schwartz, President, Trade Alert, LLC, provides a detailed look at recent trends and current hot issues in today’s options markets. The discussion focused on how automation, fragmentation, and competition are impacting the diverse mix of participants in today’s option market landscape.
Frank Tirado, OIC
- Amy Lawson, OCC
- Jim Toes, Security Traders Association
- Paul Jiganti, SIFMA Options Committee
- Patty Schuler, BOX Options Exchange
- William Looney, CBOE
- Joe Bracco, MIAX Options
- Tanya Patwa, Nasdaq
- Mark Krommenhoek, NYSE
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
ETFs represent over $2.65 trillion in AUM. Options on ETFs comprise ~42% of the exchange listed options volume. Seven of the Top 10 listed options symbols are on ETFs. Options experts from three ETF issuers shared 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
Exchange and clearinghouse Washington representatives discussed 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
OCC Executive Chairman and CEO Craig Donohue spoke 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.
The Security Traders Association of Chicago (STAC) held their winter conference earlier this month. One of the hot topics of discussion was the pending changes to the Dodd-Frank Act of 2010.
Mark Longo, Founder and CEO of the Options Insider led a panel to discuss, which included
- Paul Jiganti, Managing Director, IMC Financial Markets
- Pat Hickey, Head of Market Structure at Optiver
- Joe Corcoran, First Vice President and Head of Government Relations, The Options Clearing Corporation
- John Hague, Partner at RSM US LLP
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, Franchise Financing Marketplace with Jeff Zinn.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, The Real Estate Software Venture Landscape with Matt Murphy.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, Building a Global Startup Investment Portfolio with Audrey Jacobs of Our Crowd.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, will banks and investing look the same in 2020 with Daniel Kimerling, Stuart Sopp and Joseph Sanberg.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, a fireside chat with Anton Zajac, President, ESET Foundation.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, a fireside chat with Jon Steinberg, founder of Cheddar.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, research and forensic accounting with Josh Brown and Herb Greenberg.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, Fox on Stocks with Rachel Fox.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, Republic.co and Crowdfund Investing with Kendrick Nguyen.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, Lee Jacobs demonstrates AngelList's syndicate feature
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, Working on a Portfolio with Jim Cramer by Jack Mohr.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, How to be Passive...Should I be Passive? Featuring Eddie Elfenbein, Cullen Roche, David Aferiat, Tadas Viskanta
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, a look at Fixed Income Landscape & Interest Rate Markets with Alan Trice and Josh Brown.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, a fireside chat with Villi Itchev of August Capital and Michael Porat of Cicso.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
Up next, The importance of data to the fintech and active investor ecosystem by Stepane Dubois.
Stocktoberfest is the year's premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year's theme of the show was "Why it's never been a better time to be an active investor."
In this recording, Danny Jassy, CFA, discusses Mythbusting: Are Buybacks Affecting Stock Valuations?
Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA.
Stocktoberfest is the year’s premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year’s theme of the show was “Why it’s never been a better time to be an active investor.”
In this recording, Chris Kimble, JC Parets and Charlie Bilello talk about StockTwits Community favorties - chart art!
Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA.
Stocktoberfest is the year’s premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year’s theme of the show was “Why it’s never been a better time to be an active investor.”
In this recording, we sit down for a fireside chat with Morgan Housel of the Collaborative Fund.
Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA.
Stocktoberfest is the year’s premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year’s theme of the show was “Why it’s never been a better time to be an active investor.”
In this recording, Jeff Macke delivers "The Death of the Mall and Retail Is Greatly Exaggerated."
Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA.
Stocktoberfest is the year’s premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year’s theme of the show was “Why it’s never been a better time to be an active investor.”
In this recording, Michael Batnick CFA talks about finding yourself as an investor.
Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA.
Stocktoberfest is the year’s premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year’s theme of the show was “Why it’s never been a better time to be an active investor.”
In this recording, Josh Brown discusses whatever is on his mind.
Stocktoberfest 2016 took place from October 13 - 15, 2016 at the iconic Hotel del Coronado, Coronado, CA.
Stocktoberfest is the year’s premiere gathering of active traders, investors, Fintech entrepreneurs, venture capitalists, and financial media.The event featured top names in trading and investing, fintech, and financial media as both presenters and attendees.
This year’s theme of the show was “Why it’s never been a better time to be an active investor.”
In this recording, Ian Rosen and Justin Paterno present StockTwits New Product Launch and Demo.