Equities Leaders Summit USA 2025

February 03 - 05, 2025

JW Marriott Marquis Miami, FL

Past Speakers (2019)

Shane Swanson, Senior Analyst, Market Structure and Technology at Greenwich Associates

Shane Swanson

Senior Analyst, Market Structure and Technology
Greenwich Associates

Dave Kovtun, Options Sales & Trading at Jane Street

Dave Kovtun

Options Sales & Trading
Jane Street

Carlos Oliveira, Electronic Trading at Brandes Investment Partners

Carlos Oliveira

Electronic Trading
Brandes Investment Partners

Scott Tucker, Vice President, Trading at Mesirow Financial Equity Management

Scott Tucker

Vice President, Trading
Mesirow Financial Equity Management

Ingrid Jacobs, Chief Diversity Officer at Eaton Vance Management

Ingrid Jacobs

Chief Diversity Officer
Eaton Vance Management

Alex Budny, Global Head of Trade Analytics at State Street Global Advisors

Alex Budny

Global Head of Trade Analytics
State Street Global Advisors

Meredith Shifman, Head of Trading Governance at Morgan Stanley Investment Management

Meredith Shifman

Head of Trading Governance
Morgan Stanley Investment Management

Enrico Cacciatore, Head of Market Structure and Trading Analytics at Voya Investment Management

Enrico Cacciatore

Head of Market Structure and Trading Analytics
Voya Investment Management

Bill Skutch, Head Trader at Scopus Asset Management

Bill Skutch

Head Trader
Scopus Asset Management

Jason Vedder, Director of Global Trading and Operations at Driehaus Capital Management

Jason Vedder

Director of Global Trading and Operations
Driehaus Capital Management

Paul Whitehead, Managing Director, Global Head of Equity Trading at BlackRock

Paul Whitehead

Managing Director, Global Head of Equity Trading
BlackRock

Spencer Mindlin, Senior Analyst at Aite Group

Spencer Mindlin

Senior Analyst
Aite Group

Eden Simmer, Head of Global Equity Trading at PIMCO

Eden Simmer

Head of Global Equity Trading
PIMCO

Mehmet Kinak, Global Head of Systematic Trading and Market Structure at T. Rowe Price

Mehmet Kinak

Global Head of Systematic Trading and Market Structure
T. Rowe Price

Tim Mahoney, CEO at BIDS Trading

Tim Mahoney

CEO
BIDS Trading

Isaac Chang, Co-head of Trading at AQR

Isaac Chang

Co-head of Trading
AQR

Jon Glennie, Global Head of Equites Trading Technology at JP Morgan Asset Management

Jon Glennie

Global Head of Equites Trading Technology
JP Morgan Asset Management

Ryan Larson, Head of Equity Trading, US at RBC Global Asset Management

Ryan Larson

Head of Equity Trading, US
RBC Global Asset Management

Michael Warlan, Global Head of Trading at Third Avenue Capital Management

Michael Warlan

Global Head of Trading
Third Avenue Capital Management

Vlad Khandros, Managing Director and Global Head of Market Structure and Liquidity Strategy at UBS

Vlad Khandros

Managing Director and Global Head of Market Structure and Liquidity Strategy
UBS

John Cosenza, Managing Director at Goldman Sachs

John Cosenza

Managing Director
Goldman Sachs

Jim Ross, Managing Director, Institutional Equities at CODA

Jim Ross

Managing Director, Institutional Equities
CODA

Alex Shindich, Head of Equity OMS &Trading, Cross Asset Compliance and Legal Technology at Capital Group

Alex Shindich

Head of Equity OMS &Trading, Cross Asset Compliance and Legal Technology
Capital Group

John Adam, Senior Vice President, Senior Director, Portfolio Management & Trading Solutions at FactSet

John Adam

Senior Vice President, Senior Director, Portfolio Management & Trading Solutions
FactSet

Christopher Fiorito, Director of Trading at River Road Asset Management

Christopher Fiorito

Director of Trading
River Road Asset Management

Tereck Fares, CFA, Equity Trading Director at Chicago Equity Partners

Tereck Fares, CFA

Equity Trading Director
Chicago Equity Partners

Joseph Bacchi, Head of Multi-Asset Trading and Investment Operations at Acadian Asset Management

Joseph Bacchi

Head of Multi-Asset Trading and Investment Operations
Acadian Asset Management

Robert Dynan, Managing Director, Global Head of Equity Trading Technology at Wellington Management

Robert Dynan

Managing Director, Global Head of Equity Trading Technology
Wellington Management

Ted Drury

Global Head of Trading
UBS O'Connor

Leonid Hmelnitsky, Independent Expert, former Head of Global Equity Trading at Mellon Capital

Leonid Hmelnitsky

Independent Expert, former Head of Global Equity Trading
Mellon Capital

Jennifer Litwin, Senior Vice President, Head of Relationship Management at Greenwich Associates

Jennifer Litwin

Senior Vice President, Head of Relationship Management
Greenwich Associates

Nisa Amoils, Venture and Growth Investor, Managing Director at Grasshopper Capital

Nisa Amoils

Venture and Growth Investor, Managing Director
Grasshopper Capital

Miles Huffman, Head of Equity Analytics and TCA at Vanguard

Miles Huffman

Head of Equity Analytics and TCA
Vanguard

Jeffrey Estella, Principal at Estella LLC

Jeffrey Estella

Principal
Estella LLC

Henry Yegerman, Global Head of Sales at LiquidMetrix

Henry Yegerman

Global Head of Sales
LiquidMetrix

Josh Kulkin, Global Co-head of Trading at Jane Street

Josh Kulkin

Global Co-head of Trading
Jane Street

Aaron Hantman, Chief Executive Officer at Tourmaline Partners

Aaron Hantman

Chief Executive Officer
Tourmaline Partners

David Firmin, Managing Director, Head of Global Trading Research at Instinet

David Firmin

Managing Director, Head of Global Trading Research
Instinet

Olga Kokareva, Managing Director at Synthesis

Olga Kokareva

Managing Director
Synthesis

Spark Nakamura, Executive Director, Equity Trading at JP Morgan Asset Management

Spark Nakamura

Executive Director, Equity Trading
JP Morgan Asset Management

Keri Tusa, Director, Global Head of Trading Technology at Lazard Asset Management

Keri Tusa

Director, Global Head of Trading Technology
Lazard Asset Management

Ari Burstein, President at Capital Markets Strategies

Ari Burstein

President
Capital Markets Strategies

Michael Buek, Principal, Head of US Index Portfolio Management, Trading Desk at Vanguard

Michael Buek

Principal, Head of US Index Portfolio Management, Trading Desk
Vanguard

Michael Clements, Chief Trader at Employees Retirement System of Texas

Michael Clements

Chief Trader
Employees Retirement System of Texas

Clive Williams, Head of Global Equity Trading at T.Rowe Price

Clive Williams

Head of Global Equity Trading
T.Rowe Price

Adam Gould, Managing Director, Head of U.S. Equities at Tradeweb

Adam Gould

Managing Director, Head of U.S. Equities
Tradeweb

Robert Forsyth, Head of SPDR Americas Client Enablement Group at State Street Global Advisors

Robert Forsyth

Head of SPDR Americas Client Enablement Group
State Street Global Advisors

Win Thin, Global Head of Emerging Markets Strategy at Brown Brothers Harriman

Win Thin

Global Head of Emerging Markets Strategy
Brown Brothers Harriman

Tyler Gellasch, Executive Director at Healthy Markets Association

Tyler Gellasch

Executive Director
Healthy Markets Association

Jonathan Kellner, CEO at Members Exchange (MEMX)

Jonathan Kellner

CEO
Members Exchange (MEMX)

Brett Redfearn, Director, Division of Trading and Markets at SEC

Brett Redfearn

Director, Division of Trading and Markets
SEC

Robin Dreeke, Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program at .

Robin Dreeke

Former FBI Special Agent, & Chief of the Counterintelligence Behavioural Analysis Program
.

Dave Weisberger, CEO at CoinRoutes

Dave Weisberger

CEO
CoinRoutes

Brendan Gorman, SVP Trading at Lazard Asset Management

Brendan Gorman

SVP Trading
Lazard Asset Management

Guy Cirillo, Business Development at Fixnetix

Guy Cirillo

Business Development
Fixnetix

Jennifer Hubbs, Managing Director, Portfolio Trading at Dash Financial Technologies

Jennifer Hubbs

Managing Director, Portfolio Trading
Dash Financial Technologies

Craig A. Hurl, Director, Global Trading at ONTARIO TEACHERS’ PENSION PLAN BOARD (OTPP)

Craig A. Hurl

Director, Global Trading
ONTARIO TEACHERS’ PENSION PLAN BOARD (OTPP)

Commissioner Robert J. Jackson Jr., Commissioner at U.S.Securities and Exchange Commission (SEC)

Commissioner Robert J. Jackson Jr.

Commissioner
U.S.Securities and Exchange Commission (SEC)

James Maund, Vice President at State Street Global Advisors

James Maund

Vice President
State Street Global Advisors

Amy Hong, Global Head of Market Structure, Equities and FICC, Securities Division at Goldman Sachs

Amy Hong

Global Head of Market Structure, Equities and FICC, Securities Division
Goldman Sachs

Katherine Chairez, Head of Execution Strategy at Harris Associates

Katherine Chairez

Head of Execution Strategy
Harris Associates

Kapil Phadnis, Global Head of Algorithmic Trading Research at Bloomberg

Kapil Phadnis

Global Head of Algorithmic Trading Research
Bloomberg

David Brooks, Director of Trading at The London Company of Virginia

David Brooks

Director of Trading
The London Company of Virginia

Rick Lacaille, CIO at State Street Global Advisors

Rick Lacaille

CIO
State Street Global Advisors

Rob Maher, Head of Americas Electronic Sales at Bank of America Merrill Lynch

Rob Maher

Head of Americas Electronic Sales
Bank of America Merrill Lynch

Ana Avramovic, Americas Market Structure at Bank of America Merrill Lynch

Ana Avramovic

Americas Market Structure
Bank of America Merrill Lynch

Theodore R. Lazo, Managing Director & Associate General Counsel, Equities at SIFMA

Theodore R. Lazo

Managing Director & Associate General Counsel, Equities
SIFMA

Heather Heldman, Managing Partner at Luminae Group

Heather Heldman

Managing Partner
Luminae Group

Jonathan Oliva, Vice President at iShares Market Coverage Group

Jonathan Oliva

Vice President
iShares Market Coverage Group

Vincent Catalano, Chief Markets Strategist at Stuyvesant Capital Management

Vincent Catalano

Chief Markets Strategist
Stuyvesant Capital Management

Roman Ginis, Founder, Chief Executive Officer at IntelligentCross

Roman Ginis

Founder, Chief Executive Officer
IntelligentCross

Justin Rothberg, Vice President, Equity Derivatives at Tradeweb

Justin Rothberg

Vice President, Equity Derivatives
Tradeweb

Sharad Shandilya, VP of AI and Big Data at Fidelity Investments

Sharad Shandilya

VP of AI and Big Data
Fidelity Investments

We're always looking ahead to book a roster of inspiring speakers. Contact us today to reserve your spot.

Want to see who spoke previously? View the list here.

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