Equities Leaders Summit USA 2024 | Worldwide Business Research (WBR) | 29 January 2024 | JW Marriott Marquis Miami, 255 Biscayne Blvd Way, Miami, FL 33131, USA

Equities Leaders Summit is honored to be back live and in-person in 2024. Reuniting 200+ equity trading leaders, we welcome everyone: key regulators, buy side, sell side, trading platforms and technology partners.

Buy side, come together to indulge in the best conversation the industry has to offer, covering everything from ESGs, to ETFS, to the never-ending quest to sourcing liquidity.

Sell side, get face-to-face time with buy side and exclusive access to cutting-edge technology to streamline your workload.

2024 Speakers

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

Andrew Bond
Managing Director, Rosenblatt Securities

John Bright
Head Trader, Global Systematic Trading, Fidelity Investments

Enrico Cacciatore
Senior Quantitative Execution Trader – Head of Market Structure & Trading Analytics, Voya Investment Management

Vincent Catalano CFA
CFA, Global Investment Strategist, Dimension Investments

Michael Clements
Director of Trading, Employees Retirement System of Texas

Simon Cohen
Executive Director, Trading Analytics, Morgan Stanley Investment Management

Christopher Fiorito
Director of Global Equity Trading, River Road Asset Management

Jesse Forster
Head of Equity Market Structure & Technology, Coalition Greenwich

Melissa Hinmon
Director of Equity Trading, Glenmede Investment Management

Christopher Johnson
Managing Director, Head of Global Equity Trading & Capital Markets, Schwab Asset Management

Lauren Lent
Director, Global Trading and Principal, Los Angeles Capital

Michael Ledwith
Head of Trading, Quantitative Investment Management

Jason Lenzo
Managing Director, Head of Trading, Russell Investments

Logan Levy
Chief Investment Officer, Gardiners Bay Capital LLC

Frank Loughlin
Global Head of Execution Services, AllianceBernstein

Laurie McAughtry
Managing Editor, Best Execution

Revant Nayar
Principal, Physicist, Chief Technology Officer, FMI Technologies

Jonathan Oliva
Director, iShares Markets & Strategy Group, iShares BlackRock

Sean Paylor
Trading, Implementation, Acadian Asset Management

Jack Sarkissian
Managing Director, FMI Technologies

Jason Siegendorf
Head of Trading Analytics, Harris Associates

Patrick Smith
Head of Investment Enablement and Trading – Americas, abrdn

Frank Emerson
Professor & Former Central Intelligence Agency Officer, The Citadel

Harry Askenazi
Asset Management Solutions Lead, Clearwater Analytics

Katie Borchetta
Regional Sales Manager, Bloomberg L.P.

Ari Burstein
General Counsel and Chief Policy Officer, Imperative Execution

Armando Diaz
Chief Executive Officer, PureStream Trading Technologies

Medan Gabbay
Chief Revenue Officer, Quod Financial

Nitin Gambhir
Founder and Chief Executive Officer, Tethys Technology

Adam Gould
Managing Director, Global Head of Equities, Tradeweb

Scott Graczyk
Head of Business Development, IntelligentCross

Jesse Greif
COO, OneChronos

Adrian Griffiths
Head of Market Structure, MEMX

Craig Iseli
Chief Operating Officer, SpiderRock

Hitesh Mittal
Founder and Chief Executive Officer, BestEx Research

Giuseppe Nuti
Managing Director, Head US Rates, UBS Investment Bank

Nicolette Osborn
KX Director of Value Engineering, KX

Adam Petendree
Global FixNet Product Manager, Bloomberg L.P.

Timothy Reilly
Senior Director, Markets, New York Stock Exchange

Stefan Schlamp
Head of Quantitative Analytics, Deutsche Börse

Alex Sedgwick
Global Head of Fixed Income & Multi-Asset Sales Strategy, Abel Noser

Uma Seshamani
Institutional Sales and Trading, Jane Street

Robert Schumaker
GM, Head of Americas, Bridgewise

Hariharan Srinivasan
Director of Enterprise Data Engineering & Analytics, Franklin Templeton

Michael Steliaros
Global Head of Equity Engineering & Trading, Abu Dhabi Investment Authority

Brian Strike
Senior Trader, Mesirow Financial

Mary Tran
Vice President - Investment Management, Selby Jennings

Denitsa Tsekova
Markets Reporter, Bloomberg News

Michael Warlan
Head of Global Trading, Third Avenue Capital Management

Whitney Wineroth
Director of Trading Technology, Artisan Partners

Marc Wyatt
Global Head of Trading, T. Rowe Price

Henry Yegerman
Global Head of Sales, LiquidMetrix

Mark Zahara
Senior Vice President, Head of Global Trading, Heitman

David Mechner
Founder & CEO, Pragma

Martyn Snook
VP Application Delivery, Genesis Global

Eric Stockland
Managing Director, Electronic Trading, BMO Capital Markets

Robert Watts
Director, Strategy and Product Management, Trading Solutions, FactSet

Matthew York
Buyside Product Strategist, Bloomberg L.P.

Chris Sullivan CMT
Principal/Co-Portfolio Manager, Hyperion Decimus

Carson Cook
Founder, Membrane

Noel Reyes
Head of Americas Electronic Trading Product, Goldman Sachs

Charlie Whitlock
Head of Americas Distribution, XTX Markets

Bill Ruvo
Business Development, Capital Markets, Equinix

Daniel Davidson
Program Director, Equities Leaders Summit, Worldwide Business Research

2024 Sponsors

• Abel Noser Solutions
• BestEx Research Group LLC
• Bloomberg
• BMLL Technologies
• BMO
• Bridgewise
• Clearwater Analytics
• Deutsche Börse Market Data + Services
• Dow Jones Newswires
• Equinix
• FactSet
• FlexTrade Systems
• Flow Traders
• Genesis Global
• Green Impact Exchange
• Hong Kong Exchanges and Clearing Limited (HKEX)
• IntelligentCross
• ISS LiquidMetrix
• Jane Street
• KX
• LiquidityBook
• Members Exchange (MEMX)
• New York Stock Exchange (NYSE)
• Pragma Trading
• PureStream
• Quod Financial
• Selby Jennings
• SIG Susquehanna
• Tethys Technology
• Tradeweb
• UBS Investment Bank