Equities Leaders Summit USA 2025

February 03 - 05, 2025

JW Marriott Marquis Miami, FL

Mark Zahara

Senior Vice President, Head of Global Trading Heitman Real Estate Securities


Monday, February 3, 2025: Equities Leaders Summit Technology Innovation Day*

1:05 PM Buy-Side-led Roundtables (open to buy-side only); 2 rotations

Join our off-the-record (Chatham House Rules apply) Equities Working Groups, where you will have the option to join a roundtable with 10 of your peers. Take the perfect opportunity 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.

1. What Does the Proliferation of Active ETFs Mean for You & How Can You Take Advantage of Them?


2. How Can Traders Close the Gaps in OEMS Systems to Improve Workflow & Interaction Between Human & Machine?


3. Best Methods for Model Delivery

Facilitated by: Mark Zahara, Senior Vice President, Head of Global Trading, Heitman Real Estate Securities


4. Open Forum: What’s My Biggest Challenge Right Now?


5. How to Increase Collaboration Between Traders & Portfolio Managers – Where Can Traders Add the Most Value?

Facilitated by: Simon Cohen, Executive Director, Morgan Stanley Investment Management


6. Challenges & Opportunities in Starting a Hedge Fund

Check out the incredible speaker line-up to see who will be joining Mark.

Download The Latest Agenda