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NYSE Institutional Equity Forum

Please join NYSE President, Lynn Martin, and the NYSE Markets Leadership team for our fourth annual Institutional Equity Forum.

At this in person, informal and off-the-record event, senior equity traders from leading asset management firms and the brokerage community will join us to discuss the critical market dynamics driving today's trading, capital markets and data landscape.

Outside speakers from the SEC, quantitative trading platforms and market structure practitioners will spark interactive analysis and discussion.

October 24, 2022

12:30 p.m. - 5:15 p.m. EST Event Content

5:15 p.m. - 6:15 p.m. EST Reception

New York Stock Exchange

11 Wall Street, New York, NY 10005

RSVP HERE

Please enter at the 18 Broad St. white security tent on the corner of Broad St. & Exchange Pl. A government issued photo ID must be shown to Security at the tent for guest entry.

Agenda*

12:30 p.m. - 12:50 p.m.
Networking Lunch
12:50 p.m. - 1:00 p.m.
Welcome & NYSE Capital Markets Update

Tim Reilly, Head of Sales & Relationship Management, NYSE Group

1:00 p.m. - 1:35 p.m.
Buy Side Traders Panel: Don't Hesitate to Differentiate

Michelle Louie, Senior Portfolio Manager, Equity Trader, Vanguard

Matthew Karcic, Global Head of Trading, Cohen and Steers

Mark Louka, Executive Director of Systematic Trading, J.P. Morgan Asset Management

Moderator: Adam Sussman, Senior Director, Strategic Product Development, NYSE Group

1:35 p.m. - 2:05 p.m.
Sell Side Perspectives Panel: Searching for Liquidity

Heidi Fischer, MD, Co-Head of Execution for the Americas, Instinet, LLC.

Igor Tsirlin, Head of Electronic Trading for the Americas, Citi

David Mishoe, Head of Global Equities, Cabrera Capital Markets

Moderator: Tim Reilly, Head of Sales & Relationship Management, NYSE Group

2:05 p.m. - 2:20 p.m.
2022 ETF Trends and Innovation

Mo Sparks, Director, Exchange Traded Products, NYSE

Byron Lake, MD, Global Head of ETF Solutions, J.P. Morgan Asset Management

2:20 p.m. - 2:35 p.m.
Break
2:35 p.m. - 2:45 p.m.
Vision 2023
Lynn Martin, NYSE President
2:45 p.m. - 3:15 p.m.
Expert Panel: Sage, Savant, Consultant, Guru

Anna Ziotis Kurzrok, SVP, Head of Market Structure, Jefferies

JJ Kinahan, CEO, IG North America

Jesse Grief, COO, OneChronos Markets

Moderator: Clare Saperstein, Head of Equities, NYSE Group

3:15 p.m. - 3:25 p.m.
NYSE Research: Closing Auction Trends & Opportunities

Kevin Tyrrell, Head of Research, NYSE Group

3:25 p.m. - 3:50 p.m.
Fireside Chat

Jon Herrick, Head of Markets, NYSE Group

Adam Nunes, Head of Business Development, Hudson River Trading

3:50 p.m. - 4:05 p.m.
Break
4:05 p.m. - 4:30 p.m.
Washington, DC: Pre-Election Update & Insight

Chris Krueger, Strategist, Cowen Washington Research Group

4:30 p.m. - 5:05 p.m.
Fireside Chat

Mark T. Uyeda, SEC Commissioner

Hope Jarkowski, General Counsel, NYSE Group

5:05 p.m. - 5:15 p.m.
Closing Remarks

Clare Saperstein, Head of Equities, NYSE Group

5:15 p.m. - 5:16 p.m.
Reception

*Agenda is subject to change