Equities Leaders Summit USA 2025

February 03 - 05, 2025

JW Marriott Marquis Miami, FL

Day 3- Trading in the Real World

8:00 am - 8:15 am Small firm boardroom breakfast (buyside only, 15 attendees maximum)

Mingle and network with your equity trading industry peers, who truly understand your specific challenges, in the breathtaking surrounding of Miami Beach.

8:15 am - 9:00 am Breakfast & Registration

9:00 am - 9:05 am Welcome Remarks

9:05 am - 9:15 am Chairmans’ Remarks

Last June, U.S. Securities and Exchange Commission chair Gary Gensler laid out his proposals for new rules and regulations for the financial market in what could be the biggest change to the market in decades. In this timely session, hear from the Securities Exchange Commission on their latest plans for new regulatory initiatives and their policy priorities for the new year. 

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Ari Burstein

General Counsel and Chief Policy Officer, Imperative Execution, parent company of
IntelligentCross

Following the fireside chat with the SEC, join us for a reaction panel with an expert panel as they discuss the practical implications of new regulation proposals and what to expect this year.

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Ari Burstein

General Counsel and Chief Policy Officer, Imperative Execution, parent company of
IntelligentCross

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Adrian Griffiths

Head of Market Structure
MEMX

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Hitesh Mittal

Founder and Chief Executive Officer
BestEx Research

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Leonid Hmelnitsky

Independent Expert, former Head of Global Equity Trading
Mellon Capital

10:15 am - 10:55 am Power Hour Networking Break

Power through to the end with some trail mix or an energy bar in Exhibit Hall.

In this highly competitive market, it can be challenging recruiting new traders, and then properly train them to succeed in a work from home or hybrid environment. During this session, hear from other buy side managers on their preferred methods on hiring, training, and retaining top talent, and what new skillsets they are looking for in the next generation of traders.

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Frank Loughlin

Global Co-Head of Equity Trading
Alliance Bernstein

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Eugene David Seo

Head of Equity Trading
Nordea Asset Management

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Vicky Madison

Vice President, Senior Global Trader
Heitman

11:35 am - 11:55 am Fireside Chat: Increasing D&I To Help Build a Winning Desk

Eden Simmer - Global Head of Equity Trading, PIMCO Liz Simmie - Co-Founder, Honeytree Investment Management

As growing evidence in recent years supports the fact that diversity and inclusion in the workplace are positively impacting business performance, experts will share their insights on how they approached increasingly diversity across their businesses and the results the step change has already produced for the firm.

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Eden Simmer

Global Head of Equity Trading
PIMCO

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Liz Simmie

Co-Founder
Honeytree Investment Management

11:55 am - 12:00 pm Chairperson's Closing Remarks

12:00 pm - 1:15 pm Equities Leaders Summit Lunch & Champagne Roundtables

Join our off-the-record Equities Working Groups, where you will have the option to join a roundtable with 10 of your peers. Take the perfect opportunity before you leave to share ideas and best practice processes with your equities peers around a particular challenge or opportunity and walk away with practical solutions which you can apply when you are back at your desk.


Table Topics include:

Best Ex Requirements

Why Traders Should Care about Middle/Back Office

Build vs Buy

Is High Touch Trading Still Useful/Relevant?

Trade Automation

Multi-Asset Trading

1:15 pm - 1:15 pm Close of Conference