Equities Leaders Summit USA 2027
January 25 - 27, 2027
Pier Sixty-Six, Ft. Lauderdale, FL
The Most Influential Event In Equities Trading
Equities Leaders Summit is the only event built for the full equities trading ecosystem — from asset managers and hedge funds to brokers, banks, and tech innovators. From AI disruption to global volatility, walk away with the tools to adapt faster, trade smarter, and shape the desk of tomorrow.
Gain practical insights from buy-side leaders sharing the strategies, technologies, and market perspectives shaping the future of equities trading.
Simon Cohen
Chief Operating Officer - Equity and Multi-Asset Trading
Morgan Stanley Investment Management
Judy Posnikoff
Managing Director
Martlet Asset Management, LLC
Abhishek Sinha
CEO & CIO
Nelumbium Capital
Michael Hewel
Director of Trading
Mercer Advisors
Amrita Tiwari
Investment Analyst
New York Life Investment Management
Larry Tabb
Head of Market Structure Research
Bloomberg Intelligence
Jason Lorenzo
Managing Director, Head of Trading
Russell Investments
Chris Fiorito
Director of Global Equities Trading
River Road Asset Management
Built For The Buy-Side. Powered By The Entire Ecosystem.
The Only Open Forum for the Entire Equities Ecosystem
Buy-side, sell-side, platforms, regulators, and technology providers all in one room. Unlike closed-door events, the Equities Leaders Summit gives you the full picture of where market structure, liquidity, and innovation are headed so you can pressure-test your strategy from every angle.
Technical Depth That Translates to Action
From market microstructure and TCA to AI and emerging markets, sessions go far beyond surface-level commentary. The Equities Leaders Summit delivers technical, data-driven insights, benchmarks, and case studies that empower you to refine strategies and make sharper decisions.
High-Impact Networking, Curated for You
Every minute away from the desk matters. That’s why the Equities Leaders Summit builds structured networking into the experience through curated roundtables and peer exchanges, ensuring you connect with the right people in meaningful, productive ways.
Equities Leaders Summit In The Press
Contact UsMedia Partner opportunities always book fast! Contact us today to reserve your place.
Market volatility fueling opportunities for on-exchange and closing auction trading, experts concur
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While market volatility can present opportunities to the equities industry, panelists at the Equities Leaders indicated that market participants should err on the side of caution when it comes to liquidity access methods such as private rooms during these times.
Read MoreInstitutional tide of opinion on extended trading hours not turning
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With exchanges and industry players commencing plans to shift to extended trading models, experts at the Equities Leaders Summit suggested that buy-side opinions on the prospect are not changing in tandem.
Read MoreTakeaways from Equities Leaders Summit - Liquidity Remains Holy Grail in Equities
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As recent turmoil in Japan’s bond market and tariff threats over Greenland show, exogenous events can spike equity-market volatility at any time.
Read MoreCommunity in Numbers
45%
Buy-Side
35%
Sell-Side
20%
Vendors & Technology
Spanning both buy- and sell-side firms:
22%
C-Level & Founders
57%
Head/Director-Level
12%
VP-LevelManager-Level
8%
Manager-Level
11%
Over $5B
46%
Asset Management Firms
23%
Hedge Funds
15%
Pension Funds
16%
Insurance Funds
Reflecting the full spectrum of our audience:
35%
Asset Managers
10%
Hedge Funds
20%
Investment Banks
5%
Exchanges
15%
Technology Providers
10%
Brokers
5%
Regulatory Bodies
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