RMC Agenda

Updated as of October 8, 2024, all times shown in MT

Subject to change

Time Description Speakers
Tuesday, October 15, 2024
9:00 AM - 8:00 PM

Registration

 
11:00 AM - 4:30 PM

Academic Roundtable
Invitation Only

 
11:45 AM - 1:15 PM

Lunch

 
12:30 PM - 4:30 PM

Education Session: Digital 
Presented by MeetAmi and The Options Institute

Registration Required - Click Here to Register

5:30 PM - 6:30 PM

Pre-RMC Networking Reception

 
6:30 PM - 8:00 PM

Pre-RMC Dinner (Casual) at the Tram Club Bar

 
Wednesday, October 16, 2024
7:00 AM - 8:00 PM

Registration

 
7:00 AM - 12:00 PM

Off-Site Networking Activities

Click here for descriptions of activities

7:15 AM - 8:45 AM

Networking Breakfast

 
8:00 AM - 10:00 AM

Roundtable: Insurers
Invitation Only

 
10:00 AM - 12:00 PM

Roundtable: Product Design
Invitation Only

 
11:30 AM - 1:00 PM

Lunch

 
1:00 PM - 4:15 PM

RMC Main Stage Sessions Begin: ETF Panels and presentations sponsored by FTSE Russell & SPDJI

 
1:00 PM - 1:05 PM

Kickoff from Emcee

Nishank Modi, Sr. Director, Cboe Global Markets

1:05 PM - 2:10 PM

Panel: Hungry for yield? The Rise of Option-Based Income ETFs

Moderator:Ryan Sullivan, Head of Buy Side Americas, Index Investment Group, FTSE Russell

Panelists:
​• Rob Scrudato, Director of Options & Income Research, Global X
Sara Levin, Director, ETF and Derivative Trading, WallachBeth Capital
• ​​​​​​Simeon Hyman, Global Investment Strategist, Head of Investment Strategy, ProShares

2:10 PM - 2:30 PM

Break

 
2:30 PM - 3:15 PM

Panel: Fixed Income Landscape: Electronification, Standardization & Expanding Use Cases for ETFs

Moderator:Willam D. Campbell, Founder, HB Economics & Lecturer

Panelists:
Steve Laipply, Managing Director, Global Co-Head of iShares Fixed Income ETFs, Blackrock
Alexander Morris, CEO, F/M Investments
Joe DeSipio, CFA, FRM, Managing Member and Chief Market Stategist, Arin Risk Advisors
Nick Godec, Head of Fixed Income Tradables & Private Markets, S&P Dow Jones Indices

3:15 PM - 4:00 PM

Panel: Rates are Moving. What’s next for Buffer ETFs?

Moderator:Eric Qian, Exchange Traded Products, Cboe

Panelists:
Matt McFarland, Senior Vice President, Head of Capital Markets, Vest Financial
Megan Morgan, Head of Market Structure, Belvedere Trading
Charles Champagne, Head of ETF Strategy, Allianz Investment Management

​​​​​​

4:30 PM - 9:00 PM

Tram to Summit Opens

**Tram departs every 20 minutes**

5:30 PM - 8:30 PM

Welcome Reception & Dinner
Dinner hosted by Cboe Global Markets
Star Gazing Sponsored by Morningstar 

Hosted at the Summit of Snowbird

Dave Howson, President, Cboe Global Markets

Thursday, October 17, 2024
7:00 AM - 8:45 AM

Breakfast
​​​​​​Sponsored by Carrick Lane

 
7:30 AM - 8:00 PM

Registration

 
9:00 AM - 9:10 AM

Welcome to RMC

Catherine Clay, Global Head of Derivatives, Cboe Global Markets

9:10 AM - 9:15 AM

Kickoff from Emcee

Nishank Modi, Sr. Director, Cboe Global Markets

9:15 AM - 9:45 AM

Presentation: Trading Volatility Risk Premium Strategies

Chris Rodarte, Managing Director, DGV Solutions

9:45 AM - 10:30 AM

Panel: Hedging Reality: Are Traditional Measures of Volatility Too Slow in the 0DTE World?

ModeratorNishank Modi, Product Innovation, Cboe Global Markets

Panelists:
Dennis Davitt, CEO, Millbank Dartmoor Portsmouth
Euan Sinclair, Portfolio Manager, Hull Tactical
Jay Pestrichelli, CEO, ZEGA Financial

 

10:30 AM - 11:00 AM

Networking Break

 
11:00 AM - 11:30 AM

Panel: Leveraging Derivatives Across Fund Wrappers

Moderator: Kristin Boyd, Global Head of Derivatives Sales & Distribution, Cboe Global Markets

Michael Zaslavsky, Senior Investment Strategist, Parametric
Graham Day, CIO, Innovator Capital Management

11:30 AM - 12:15 PM

Fireside Chat: The Future of Global Retail Client Trading

Moderator: Cathy Clay, EVP and Global Head of Derivatives, Cboe

JJ Kinahan, CEO, IG North America (tastytrade)

12:15 PM - 1:15 PM

Lunch

 
1:15 PM - 2:15 PM

Panel: Indexing and its Role Innovating the Investment Landscape

Moderator: Caleb Silver, Editor-In-Chief, Investopedia

Panelists:
Dan Draper, CEO, S&P Dow Jones Indices
Ron Bundy, President, Morningstar Indexes
Tom Jenkins, Global Head of Index Partnerships and Listed Derivatives, FTSE Russell
Jana Haines, Head of Index, MSCI

2:15 PM - 3:15 PM

US Politics & Election Outlook Keynote

John Harwood, ​​​​​​Award-Winning Journalist; Former CNN White House Correspondent; Former CNBC Chief Washington DC Correspondent; Political Analyst and Commentator

3:15 PM - 3:45 PM

Presentation: November 5th is around the corner…  What’s Priced In for US Elections

Ed Tom, Senior Director, Derivatives Market Intelligence, Cboe Global Markets

3:45 PM - 4:15 PM

Networking Break

 
4:15 PM - 5:00 PM

Panel: The Art of Trading Dispersion

Moderator:  Noel Smith, CIO, Convex Asset Management

Panelists:
​​​​​​• Ryan McRandal, Deputy CIO, One River Asset Management
Roxton McNeal, Managing Director & Head PM QIS Investments, Simplify

5:00 PM - 6:00 PM

Panel: Upstairs / Downstairs: How Liquidity Formation Happens Across the US Options Markets

Moderator: Cem Karsan, Founder & CIO, Kai Volatility Advisors  

Panelists:
Bill Looney, Head of Global Business Development, X-Change Financial Access
Tim Knowles, Partner, Carrick Lane
​​​​​​Jason Roelke, Head of Institutional Equity Derivative Sales, Citadel Securities

7:00 PM - 8:00 PM

Networking Cocktail Hour
Sponsored by S&P Dow Jones Indices

 
8:00 PM - 10:00 PM

Dinner
Hosted by Cboe

 
10:00 PM - 11:59 PM

After Party

Seventy-One

Friday, October 18, 2024
8:00 AM - 9:30 AM

Breakfast

 
9:30 AM - 10:00 AM

Presentation: Trading Realized Dispersion

Rick Sandulli, Co-CEO, Metaurus Advisors
John Hiatt, Cboe Labs

10:00 AM - 10:30 AM

The Next Generation of Volatility Products

Robert Hocking, Global Head of Product Innovation, Cboe Global Markets

10:30 AM - 10:35 AM

Concluding Remarks