Equities Leaders Summit USA 2018

December 05 - 07, 2018

Trump National Doral Miami

+44 207.368.9445


2017 Speakers

Paul Whitehead
Managing Director, Global Head of Equity Trading
Mr. Whitehead’s service with the firm dates back to1996, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to assuming his current role, Mr. Whitehead was Head of Americas Equity Trading. Previously, he managed the trading team responsible for all Institutional Index funds, Exchange Traded funds, and Transition Management mandates. Mr. Whitehead represents BlackRock on the board of Luminex, a buy-side owned Alternative Trading System launched in 2015. Mr. Whitehead earned a BS degree in Economics at the University of Colorado in 1993.
Eden Simmer
Senior Vice President, Head of Americas Equity Trading
Ms. Simmer is a senior vice president and equity trader in the New York office. Prior to joining PIMCO in 2010, she was a trader focusing on equities, foreign exchange and preferred securities for Deutsche Bank Asset Management. Previously, Ms. Simmer was a foreign exchange trading associate at ABN AMRO. She has 11 years of investment experience and holds an MBA from Columbia Business School and undergraduate degrees in finance and economics as well as an international business certificate from the University of Iowa.
Curt Engler
Head of Equity Trading, The Americas
JP Morgan AM
Leo Hmelnitsky
Head of Global Equity Trading
Mellon Capital Management
Leo manages the global equity trading team at Mellon Capital, an investment management firm with over $400B in assets. He is involved in trading across all asset classes, including currencies, fixed income, and derivatives, while primarily focusing on equities, ETF, and futures. Leo also provides advice and consulting services in various aspects of investment process, including trading systems development and integration, implementation of decision support tools, trading cost analysis, portfolio performance attribution analysis, risk management, marketing, and business development.
Kenneth McLeish
Managing Director, Global Head of Equities Trading Technology
JPMorgan Asset Management
Kenny McLeish is a Managing Director at JP Morgan Asset Management, based in London. He is responsible for Equities Trading Technology globally. His aim is to leverage technology to revolutionise buy side trading, turning trading from an art to a science. Prior to JP Morgan, Kenny spent over 17 years on the sell side. He spent 13 years at Barclays Capital where he built the Delta1 and Algorithmic trading platforms. After Barclays, he spent 4 years at RBS running the cross asset Trading Services group applying his expertise to automate Fixed Income and FX trading.
Michael Warlan
Head of Global Trading
Third Avenue Management
Michael Warlan is responsible for managing the execution and implementation of equity investments across all Third Avenue portfolios. His primary responsibilities include U.S., non-U.S., and emerging market equities, derivatives, and currencies. Leading Third Avenue’s Global Trading Desk, he has expanded access to multiple markets, venues, and strategies, along with the capabilities to trade additional asset classes including currencies and derivatives. His dual role encompassing both execution and implementation means he is exposed to the benefits of having a synonymous relationship between portfolio management and trading on a daily basis
Ramy Saad
Head Trader
Pershing Square Capital Management
Ramy Saad, Partner, is the Head Trader of Pershing Square Capital Management, L.P., a concentrated research-intensive fundamental value investment firm. He is responsible for all trading activities of PSCM since joining the firm in April 2007, and also serves on the firm’s Operational Leadership Group. Prior to joining PSCM, Mr. Saad was Head of Single Stock Trading for the Equity Derivatives group at SunTrust Bank from 2005‐ 2007. In 2004, Mr. Saad was Head of Single Stocks Volatility Trading at Commerzbank, Germany’s 4th largest bank. Mr. Saad also spent 7 years helping Wachovia build out their Equity Derivatives business in Charlotte, NC from 1998 to 2004. Mr. Saad graduated with a B.A. in Economics from Stanford University in 1994. Mr. Saad also serves on the Trading Advisory Committee of IEX Group.
Tereck Fares, CFA
Chicago Equity Partners
Prior to joining Chicago Equity Partners as a director of equity trading, Mr. Fares worked in the corporate finance group at Bank of America. Mr. Fares was one of the early adopters of electronic trading and an avid proponent of it long before it became popular. He has given presentations and participated in debates on the topic at industry conferences, as well as through numerous interviews with the press. He also advises some of the top electronic brokers and alternative trading systems (ATS) on algorithmic trading design that incorporates state of the art strategies while taking into account the latest market structure changes.
Joe Mahoney
Institutional Sales & Trading
Jane Street
Joe is responsible for overseeing the U.S. ETF sales initiatives for Jane Street Execution Services. In this role, Joe focuses on managing relationships with ETF issuers, growing the firm’s lead market making business and building relationships with institutional investors. With over a decade of experience dedicated to educating investors in the ETF industry, he often represents Jane Street at various events speaking on topics related to trading and liquidity. Prior to joining Jane Street, Joe served as a Vice President at State Street Global Advisors where he held various roles within the SPDR ETF business unit. Notably, Joe spent his time traveling and meeting with intermediary and institutional investors to discuss ETF trading strategies and product structure. Joe holds a B.S. in finance from Providence College.
Christopher Fiorito
Director of Trading
River Road Asset Management
Chris is responsible for managing the firm’s trading functions as Director of Trading at River Road Asset Management ($7.5 billion). He is an expert in his field with over 20 years of securities trading experiences in both buy and sell side institutions
Adam Gould
Head of U.S. Equity Derivatives
Tradeweb Markets LLC
Adam Gould is a Managing Director and Head of U.S. Equity Derivatives at Tradeweb, overseeing the Americas ETF marketplace, and the Dealerweb Equity Derivatives platform. He played an integral role in the launch of Tradeweb’s Americas ETF platform, and leads day-to-day operations. Previously, he served as Senior Vice President of ETF Sales and Business Development at Direxionshares, where he helped launch ETF trading, building and managing client relationships among institutional investors to support the expansion of the business. Prior to that, Adam was a Portfolio Manager and trader at the Bank of New York in its Index Fund Asset Management group, helping to manage index funds and separately managed accounts. He also oversaw all trading activity and investment decisions for his portfolios. Adam received a B.Sc. in Behavioral Science and Law from the University of Wisconsin and an MBA from Georgetown University. He current holds licenses for the FINRA Series 7, 55, 63, 3 and 24.
Noel Reyes
Americas Head of Equities Execution Services Products
J.P. Morgan
Noel I. Reyes is the Americas Head of Equities Execution Services Products at J.P. Morgan. He previously held positions at Barclays Capital and Lehman Brothers, where he managed the build-out of its electronic trading products. Mr. Reyes holds bachelor’s and master’s degrees in electrical engineering and computer science from the Massachusetts Institute of Technology, and an MBA from the NYU Stern School of Business.
Jason Vedder
Director of Global Trading and Operations
Driehaus Capital Management
Jason Vedder joined Driehaus in 2000. He is responsible for directing the Firm’s domestic and international trading functions, as well as directing the Trading Operations groups. Mr. Vedder received his B.A. degree in Economics from Albion College in 1992. From 1992 to 1998 he was a floor specialist and position trader on the Chicago Stock Exchange, as well as a market maker on the NASDAQ. From 1998 to 2000 he worked as a founding partner of Smart Bandwidth, LLC. During his tenure with Driehaus, Mr. Vedder has held the titles of Domestic Equity Trader, Senior Domestic Equity Trader, Senior Equity Analyst and Manager of Trading prior to assuming his current role in 2014.
Ben Polidore
Managing Director, Head of Algorithmic Trading
Ben Polidore is a managing director and head of algorithmic trading at ITG, where he oversees R&D, consulting and analytics for the algorithmic trading product. Prior to joining ITG in 2006, Polidore worked as a software engineer at a startup. He received his B.S. in computer science from Worcester Polytechnic Institute in 2003, and he holds a CFA charter.
Michael Mollemans
Head of Sales Trading, APAC
Pavilion Global Markets
Mr. Mollemans heads up Pavilion’s Asia Pacific sales trading desk and has 20 years’ experience in Asia equity trading and research. Prior to joining Pavilion, he was Head of Electronic Trading at Credit Suisse Securities Japan. He also worked at Daiwa Capital Markets America in New York as Head of Electronic Trading Sales, and at Credit Lyonnais Securities in Tokyo in Electronic Trading Sales. He started his career as a research analyst in the investment banking division at the Development Bank of Singapore in Singapore and Bangkok. Mr. Mollemans has a Bachelor of Commerce degree (Finance) from the University of British Columbia, a Ph.D. in Econometrics from Macquarie University, is a CFA® charterholder and a Chartered Market Technician (CMT).
Mani Singh
Managing Director, Global Head Platform Sales
In this role, he manages the Global execution sales effort at Citi. He has over fifteen years of equity execution sales / sales trading experience. Prior to joining Citi in 2006, Mani Singh was Head of Electronic Sales Trading at JP Morgan London, where he developed the business development and sales efforts across electronic trading in EMEA. Mani Singh Joined JP Morgan in 2001 as part of the capital markets graduate program Mr. Singh holds a Masters of Business Management, from the London School of Economics
Selena Gonzalez
Head Trader
Eagle Global Advisors
Selena joined Eagle Global Advisors in 2007 and is currently the Head Trader responsible for all trading functions for $5B AUM in MLP, ADR, emerging markets, micro cap quant fund and private partnerships. In her role, she provides leadership to the trading team, oversees workflows and enhances team policies to meet the needs of the firm. She has recently collaborated on a new micro-cap quant strategy and implemented a new OMS system, the process of which she will be sharing on a roundtable on Day 2. She is currently finding ways to manage the additional trading volume from new products as well as evaluating the need to expand the desk. Selena has over 18 years of experience in the financial services industry working formerly at Invesco, Enron and Piedra Capital.
Quentin Limouzi
Chief Revenue Officer
Trading Screen
Quentin Limouzi is TS chief revenue officer. Quentin is responsible for defining and implementing TS’s sales strategy, globally defining segments, product reach, targets and budgets. He also oversees TS’s client-facing group, but personally manages global sell side partner relationships and top client accounts. Limouzi presides over the TS graduate program and marketing delivery. He rejoined the firm in 2015 as global sales chief operating officer in Tokyo. Limouzi spearheaded TS client-facing business in Asia from 2003 to 2007 and launched its Hong Kong office. He started his career at TS as a new graduate in London in September 2002. Limouzi has 15 years of experience in the electronic execution space. Prior to rejoining TS, he headed execution sales and coverage in Hong Kong for Asia Pacific at HSBC Securities. He held a similar position at BNP Paribas for Asia Pacific from 2007 to 2013. Limouzi holds a masters degree in management from EM Lyon and a bachelor’s in economics with an emphasis on quantitative analysis techniques from Universite Jean Moulin Lyon III.
Jennifer Litwin
Senior Vice President, Head of Relationship Management
Greenwich Associates
Jennifer Litwin is responsible for spearheading the Firm’s relationship management and marketing initiatives with key decision-makers at select priority buy-side institutions and is a frequent speaker at industry and investor conferences. Prior to joining the firm in 2007, Jennifer was a senior sales-trader on the Synthetic GIC desk at UBS Investment Bank. She began her career as an Associate in the Operations Group at AIG Financial Products Corp. Jennifer is a recipient of Traders Magazine Wall Street Women, A Celebration of Excellence 2012 - Crystal Ladder Award and was elected to the National Organization of Investment Professionals (NOIP) in 2016.

Jennifer is also a professional opera singer and earned her Bachelor and Master of Music Degrees at Oberlin College Conservatory of Music and Yale University School of Music, respectively.
J. Bradley Bennett
Senior Partner
Baker Botts LLP
J. Bradley Bennett recently re-joined the firm's White Collar Practice after serving as Executive Vice President, Chief of Enforcement, of the Financial Industry Regulatory Authority (FINRA) from January 2011 - January 2017. In that capacity, Mr. Bennett directed investigations and brought formal FINRA disciplinary actions against firms and their associated persons for violations of FINRA rules and federal securities laws. His tenure at FINRA has been publicly recognized as one in which FINRA brought cases within its experience and responsibility and on a scale of size, sanction and sophistication that can compete with federal regulators, including the U.S. Securities and Exchange Commission (SEC). Under his leadership, the Department's team of 275 attorneys and staff increased the number of both formal actions and bars and expulsions of bad actors by 20%. Financial sanctions increased from $41 million in the year prior to his arrival to $175 million in 2016. Mr. Bennett's private practice covers SEC and FINRA enforcement proceedings, internal investigations, the Foreign Corrupt Practices Act, shareholder litigation and matters involving all manners of business crimes. His private practice experience includes representing Fortune 100 issuers in connection with multifaceted high-profile civil and criminal inquiries, representing the office of a senior member of Congress in connection with SEC review of treatment of legislative information, and counseling senior management and boards of directors on governance and compliance obligations under Sarbanes-Oxley. Mr. Bennett's trial practice has involved the defense of a former general counsel of the Department of the Treasury charged with mail and securities fraud, the defense of civil insider trading charges and several significant trials on behalf of the SEC. Mr. Bennett started his career at the SEC as a senior attorney in the Division of Enforcement, with responsibility for cases covering all facets of securities law, including accounting, broker-dealer regulation, tender offers and insider trading.
Cory Laing
Head of ETF and One-Delta Institutional Sales
Citadel Securities
Cory Laing is Head of ETF and One-Delta Institutional Sales for Citadel Securities. In his role, Cory oversees the institutional client sales and distribution strategy for the firm’s equity and ETF market making solutions. Prior to joining Citadel Securities in 2016, Cory was a Managing Director responsible for leading ETF sales efforts at Goldman Sachs. He began running ETF sales for the firm in 2009 and was a senior ETF trader and risk manager before that. Before joining Goldman Sachs in in 2000, Cory spent 5 years at Morgan Stanley, where he was responsible for structuring some of the first ETFs and marketing them to institutional investors. Cory received a bachelor’s degree in Economics from George Washington University.
Matthew Celebuski
Trade Informatics
Trade Informatics helps institutional investors retain more of their alpha and provide their clients the tools and insights to succeed in an increasingly competitive investment environment. They offer rigorous trade analysis, action-oriented consulting, industry-leading trade reporting, customised systematic trading and centralized workflow management. Matthew heads up the firm as has had a long career of invention and innovation in financial products and trading across geographies and asset classes.
Philippe Burke
Portfolio Manager
Apache Capital Management
Philippe C. Burke, Portfolio Manager, Apache Capital Management. Prior to Apache Capital, Philippe was a Principal and Head of Global Leveraged Strategies at Morgan Stanley (1997-98). Philippe joined Morgan from Lehman Brothers where he was an SVP (1991-97) and held the positions of Proprietary Trader, senior Structured Bond Trader, and head of Structured Swaps during his tenure. Philippe has an MSc. In Economics from the London School of Economics, and an MBA with honors from the University of Chicago.
Jonathan Kellner
Global CEO
As CEO of Instinet Incorporated, Jonathan Kellner is responsible for managing the firm's brokerage operations globally. Prior to being named CEO, Mr. Kellner served as Head of Instinet’s Americas businesses. He joined the Nomura Group in 2003 and moved to Instinet in 2007 following its acquisition of the company. Mr. Kellner previously held senior trading and technology positions at Charles Schwab, Investment Technology Group and Morgan Stanley.
Terry Flynn
Front Office Specialist & Team Lead
Terry is an expert on advising large investment managers in transforming their businesses from multiple disparate systems to an integrated front, middle and back office operating model. He has held a variety of senior sales roles with organizations such as Charles River, SunGard and Fidessa, and has extensive expertise is the front office. Terry holds a B.A. in Political Science from the University of California, Berkeley.
Michael Warlan
Global Head of Trading
Third Avenue Capital Management

Michael Warlan is responsible for managing the execution and implementation of equity investments across all Third Avenue portfolios. His primary responsibilities include U.S., non-U.S., and emerging market equities, derivatives, and currencies. Leading Third Avenue’s Global Trading Desk, he has expanded access to multiple markets, venues, and strategies, along with the capabilities to trade additional asset classes including currencies and derivatives. His dual role encompassing both execution and implementation means he is exposed to the benefits of having a synonymous relationship between portfolio management and trading on a daily basis.

Pete Jansen
Head of Equity Trading
Golden Capital
Peter Jansen joined GCM in October 2013 and serves as Director of Institutional Trading. Prior to joining GCM, Peter served as a Director at Investment Technology Group (ITG) where he worked on the Sales & Trading Desk, and was responsible for several large institutional accounts. An expert in ITG's EMS, Triton, Peter specialized in solutions encompassing, workflow integration, pre- and post- trade analytics, as well as customized trading strategies including automated trading. Prior to joining ITG, Peter began his career at AlphaSimplex Group, LLC, a hedge fund based in Cambridge, MA, where he helped implement the firm's first trading systems, assisted in the quantitative research process, and was responsible for the firm's technology infrastructure, including managing business continuity.
Vlad Khandros
Global Head of Market Structure and Liquidity Strategy
Vlad advises clients and internal groups on market structure issues and focuses extensively on UBS's electronic strategy, particularly on exchange and alternative venue analysis, as well as order routing decisions. He is a member of several industry committees on equity markets and electronic trading, including the NYSE Market Structure Advisory Committee, SIFMA Equity Markets & Trading Committee, and STA Trading Issues Equities Committee, and sits on the boards of BIDS Trading LP and Chi-X Global LLC. He joined UBS in 2011 from Liquidnet where he was Global Co-Head of Corporate Strategy, responsible for business development, market structure, and government relations. Vlad also holds a BA in Economics and a BS in Political Science from Rutgers University – Rutgers College. He was ranked the rising star of finance in 2011 in Forbes Magazine’s 30 under 30 list.
John Lowrey
Global Head of Cash Product Strategy
John Lowrey has had a long and distinguished career of nearly thirty eight years’ experience in the capital markets in a wide variety of leadership roles. John has been at the forefront of many market innovations and is an acknowledged leader in the automation of trading. He built the market leading algorithmic and high speed trading business at Lehman; founded, as CEO of Chi-X Global, a number of exchanges in Asia; and, created a messaging infrastructure, information and data company, MarketPrizm, which was sold to Colt Telecommunications in 2011. John is presently the Global Head of Cash Product Strategy at Citi, having previously managed the Global Electronic business. He is responsible for building the next generation data analysis and trading platforms for Citi. Most recently, prior to Citi, he was a Senior Advisor and Venture Partner at The JRJ Group, a London based private equity firm, where he oversaw the group’s technology portfolio and strategy. He has served on the Board of a number of fin-tech companies and a mentor to tech incubators in London.
Michael Chin
Managing Director, Global Head of Equities
Thomson Reuters
Michael Chin is Managing Director, Global Head of Trading at Thomson Reuters where he is responsible for Thomson Reuters’ global trading business across all asset classes, including FX, rates, credits, equities and other exchange-traded instruments. Prior to this role, Michael was Managing Director, Global Head of Equities at Thomson Reuters Michael has defined his 26-year career in financial trading and capital markets as an entrepreneur and visionary in the financial technology sector. As CEO & president of two successful financial technology startups, Michael has a proven track record as an innovative change agent, harnessing technology and best practices to solve complex business problems with optimal investment and maximization of returns. He is recognized in the industry for creating “best of breed” customer solutions, which incorporate his extensive background as a financial markets trader, salesperson and technologist.

 Prior to Thomson Reuters, Michael spent 3 years as president and CEO of Mantara, Inc., spearheading critical initiatives to successfully transform Mantara into the foremost leader in developing ultra-low latency trading solutions for the buy- and sell-side communities. Prior to Mantara, he spent nine years in executive roles at TradingScreen, Inc., most recently serving as president and global head of sales and a member of the board of directors. It was under Mr. Chin’s management and strategic initiatives that saw TradingScreen become the global leader in execution management systems across equities, derivatives, fixed income and foreign exchange.
Vlad Rashkovich
Global Head of Quantitative Trading Research
Bloomberg LP
Vlad Rashkovich is the global head of Quantitative Trading Research in New York, where he focuses on building frameworks and quantitative tools that present new alpha frontiers to institutional traders, portfolio managers and analysts. His research has been published in the Journal of Trading, Best Execution and Bloomberg Markets magazine. Prior to joining Bloomberg, Vlad was a senior product manager at AllianceBernstein responsible for multi-asset portfolio optimizations and quantitative models implementation. He began his career as a fundamental buy-side research analyst at UBS and a portfolio manager for high-net worth clients. Vlad is an editorial board member of the Journal of Trading and founder of the Trading BulletIn, a periodical for the advanced community of traders and portfolio managers on Bloomberg. He frequently speaks at leading industry conferences around the world and has been interviewed by the Institutional Investor for their “Voices of Influence” series. Vlad earned his bachelor’s degree in economics and accounting from the Hebrew University of Jerusalem and his masters of business administration from Columbia Business School.
Brian Coffaro
Global Head
Bloomberg's Multi-Asset Listed EMS
Brian Coffaro is the global head of Bloomberg's Multi-Asset EMS product that connects the buyside and sellside to over 1300 brokers and 2300 listed destinations globally. His responsibilities also include overall implementation and strategy for our global network of IOI's, ETF's and Options RFQ. Brian is a 20yr+ veteran of Bloomberg LP, holding various positions in product management and sales across Equities, Interest Rate Swaps, and Listed Derivatives trading products.
Eric Stockland
Chief Strategy Officer
As Chief Strategy Officer, Eric represents IEX in industry and regulatory policy discussions, guides product strategy, and serves on several internal management committees. Eric has more than 16 years of experience in trading, capital markets technology, and exchange operations. Prior to joining IEX, Eric served as an execution consultant at KCG, where he advised clients on strategy selection and tactical order management to minimize market impact and execution costs. Eric joined KCG’s predecessor company, GETCO in 2007 as an exchange relationship manager before transitioning into a quantitative trader role where he built valuation models and exchange execution logic for equities & futures. Eric began his career at Archipelago in 2001 (now NYSE Euronext) as a Quality Assurance Engineer where he was responsible for testing trading & routing algorithms. While at Archipelago and NYSE Euronext Eric held various positions in market data and the equity options division.
Mark Garabedian
CFA, Trading Analytics and Market Structure Analyst; Investment Officer
MFS Investment Management
Mark joined MFS in 2014 to focus as an analyst on transaction costs and market structure with a global multi asset class scope. This entails researching methods for optimizing the execution process, promoting a feedback loop between post trade analytics and pre trade strategizing, and assisting with adherence to the best execution process through overseeing the execution analytics databases to create and deliver internal and external reports. Prior to joining MFS Mark spent 8 years as a trader with experience in executing both foreign and domestic equities, ETF's, derivatives, and currencies. Additionally Mark spent three years as a quantitative research analyst for Invesco. Mark received his bachelors in Business Administration from the University of Massachusetts at Lowell, and his Master of Science in Finance from Bentley University with High Distinction. Additionally Mark is a Chartered Financial Analyst.
Tara Muller
Head of Off-Exchange Liquidity
Virtu Financial
Tara Muller is currently a senior leader on Virtu’s Liquidity Sales team responsible for the firm’s off-exchange liquidity offerings, including VEQ (formerly Acknowledge Equities and Knight Link) and the MatchIt ATS. She served in a similar capacity at KCG Holdings before Virtu acquired the firm in July 2017. Tara’s responsibilities include new business strategy, product development and account management. She is also part of the firm’s Retail Order Routing Committee. Tara joined Virtu (then Knight Capital) in 2006 to build the Knight Link business and was a Managing Director in Knight’s Electronic Trading Group. Over the last 10 years, Virtu has become one of the largest providers of off-exchange liquidity in the U.S. equities market and is an essential source of liquidity for the street’s smart order routers and ATSs. Prior to joining Knight, Tara spent more than 10 years at Reuters America (now Thomson Reuters) where she was responsible for sales of Reuters desktop products, fundamental and estimate content, and real-time data feeds. Tara graduated from Villanova University with a BA in 1996 and has her Series 7 and 63 licenses.
Justin Schack
Partner, Head of Market Structure
Rosenblatt Securities
Justin Schack is a Managing Director and Partner at Rosenblatt Securities, a New York-based agency brokerage serving institutional investors. Schack heads the firm’s Market Structure Analysis group, which provides asset managers, exchange groups, proprietary trading firms, regulators and other clients with in-depth intelligence on global market structure and the exchange industry. Prior to joining Rosenblatt in February 2008, Schack spent 14 years as a financial and public-affairs journalist, most recently as Assistant Managing Editor of Institutional Investor, where he authored more than 20 cover stories during his eight years on the magazine’s staff. He routinely counsels senior industry executives and regulatory officials on market structure matters and has been widely quoted and interviewed as an expert by major media outlets including The Wall Street Journal, The New York Times, Bloomberg News, Reuters, the Financial Times and CNBC. In 2014 The Trade magazine named him to its list of the decade’s 100 most influential people in buy-side trading. Schack also has served on the Market Structure Advisory Committee of the Toronto Stock Exchange and TSX Venture Exchange, testified before the US Securities and Exchange Commission and prepared US Congressional testimony on market-structure issues. His work in journalism has been recognized with awards from the National Press Club, the Society of Professional Journalists and the American Society of Business Publication Editors. Schack holds a BA in history from Seton Hall University and an MA in history from the University of Connecticut.
Gaurav Chakravorty
Jay Wolstenholme
Senior Analyst, Securities and Investments Group
Spencer Mindlin
Senior Analyst
Aite Group
Jason Siegendorf
Head of Trading Analytics,
Harris Associates
Richard Johnson
Senior Analyst, Market Structure and Technology
Greenwich Associates
Brendan Gorman
SVP Trading
Lazard Asset Management
James Hill
Senior Vice President, Head of Equity Trading
Hartford Investment Management
Elliot Noma
Managing Director, Garrett Asset Management & Lecturer
Columbia University
Tyler Platte
Director of Global Equity Trading
Rainier Investment Management
Dr Win Thin
SVP, Global Head of Emerging Markets
Brown Brothers Harriman
Steve Eisman
The inspiration behind ‘The Big Short’ , Managing Director, Portfolio M
Neuberger Berman (Eisman group)
Tim Mahoney
BIDS Trading
As Chief Executive Officer, Tim Mahoney is responsible for the strategic direction and growth of BIDS Trading L.P., the Alternative Trading System (ATS) designed to increase competition and liquidity in the U.S. equity block trading market. Prior to joining BIDS Trading, Tim Mahoney served as Head of Equity Trading for Merrill Lynch Investment Managers for seven years. Mahoney was responsible for a 14-person, 24-hour trading desk that traded over $100 billion in equities. Previously, Mahoney worked in the firm’s Unit Investment Trust Department for 16 years, holding a number of positions, which included Head of Equity Trading and Chief Investment Officer. During his tenure at Merrill Lynch, Mahoney helped create the popular “Dogs of the Dow” series of investments. Mahoney began his career at Merrill Lynch in 1979 as a summer intern on the floor of the American Stock Exchange. Mahoney was a member of the New York Stock Exchange’s Institutional Advisory Committee and Market Performance Committee. He also served on advisory committees for Nasdaq, The Boston Stock Exchange and the Investment Company Institute. Mahoney graduated from the College of the Holy Cross, earned his MBA from New York University’s Stern School of Business and is a CFA.
Jonathan Clark
Luminex Trading & Analytics
Henry Yegerman
Global Head of Sales
Jim Ross
Managing Director, Institutional Equities
Dave Lauer
Healthy Markets Association
Curtis Pfeiffer
Chief Business Officer
Pragma Trading
Lori Hoch
Cortina Asset Management
John Roeser
Associate Director, Office of Market Supervision, Division of Trading and M
U.S. Securities and Exchange Commission (SEC)
Miles Huffman
Head of Equity Analytics and TCA
Shawn Ailawadhi
Head of Equity Trading Technology
Neuberger Berman
Teresa Woodard
VP, Equity Trading Analyst
T. Rowe Price
Joseph Bacchi
Head of Multi-Asset Trading and Investment Operations
Acadian Asset Management
Steve Sachs
Head of Capital Markets
Goldman Sachs Asset Management
Robert Bartlett
Faculty Co-Director, Berkeley Center for Law, Business, and the Economy
University of California, Berkeley
Robert Bartlett is Professor of Law at UC Berkeley and Faculty Co-Director of the Berkeley Center for Law, Business, and the Economy. Bartlett is also a founder and program co-director of Startup@BerkeleyLaw. Bartlett’s primary area of research examines the operation of capital markets and the unique role that law and legal institutions play in their formation and behavior.
John Cosenza
Managing Director
Goldman Sachs
Jason E. Lichten
Director Equities & Listed Derivatives Trading Strategies Wolverine Execution Services
WEX (Wolverine Execution Services)
Alex Shindich
Head of Equity OMS &Trading, Cross Asset Compliance and Legal Technology
Capital Group
Ari Burstein
Capital Markets Strategies
Ari Burstein is President of Capital Markets Strategies. In his role, Mr. Burstein represents financial services firms, including investment advisers, hedge funds, private equity firms, broker-dealers, securities exchanges and trade associations before regulators and policymakers, in the U.S. and globally. Prior to starting Capital Markets Strategies, Mr. Burstein was Head of US Regulatory Affairs for Kreab, a leading global consulting firm. In that role, Mr. Burstein was responsible for advising financial services clients on global regulatory and policy developments impacting their businesses. Representative clients included asset managers, broker-dealers and financial services trade associations. Prior to joining Kreab, Mr. Burstein was Senior Counsel for capital markets issues for the Investment Company Institute and ICI Global, the global trade associations for the regulated fund industry. Mr. Burstein was responsible for issues impacting mutual funds, ETFs and investment advisers, particularly trading, market structure and brokerage related issues. Mr. Burstein joined the Investment Company Institute in 1998 and provided additional counsel to ICI Global since its inception in 2011. Mr. Burstein also was an attorney in the U.S. Securities and Exchange Commission’s Division of Investment Management from 1997 to 1998 and the Division of Market Regulation from 1992 to 1997. Mr. Burstein has served on a number of industry advisory committees and is a regular speaker in the United States and globally at industry conferences and workshops on regulatory and legislative issues impacting financial services firms. Mr. Burstein graduated from The George Washington University National Law Center in Washington, D.C. in 1992. He received his undergraduate degree from Queens College in New York and also attended the University of Pennsylvania’s Wharton School of Business.
William Llamas
Associate Director, Relationship Manager
Greenwich Associates
Will Llamas is responsible for supporting the Firm's relationship management and marketing initiatives with key decision-makers at priority buy-side institutions. Will graduated from Elon University with a BSBA in Marketing with a minor in Finance.
Michael Clements
Chief Trader
Employees Retirement System of Texas

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