TALK TO OUr
THOUGHT LEADERS

Albert Forkner

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Chief Risk and Compliance Officer

Company:

• Two Ocean Trust

Description:

A provider of trust and investment services for ultra-high net worth individuals, families, and foundations.

Can speak to:

Financial Regulation and Compliance, Private Trust Companies (PTCs), Wealth Management

Alexander Ross

Linkedin-in

Partner

Company:

• Illuminate Financial

Description:

Venture capital firm dedicated to fintech and enterprise software companies building technology solutions for financial services

Can speak to:

Capital Markets Technology, Market Data / Reference Data, Market Structure

Andrew Lekas

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Partner

Company:

• Old Mission

Description:

Leading ETF and Fixed Income Market Maker in the US and Europe

Can speak to:

ETF trading trends

Andy Liao

Linkedin-in

Business Development - Asia

Company:

• ViewTrade

Description:

Provider of solutions to brokerage firms and banks to meet their technology, information and brokerage needs

Can speak to:

Front-Office Technology, Middle-/Back-Office Technology, RegTech, Risk Management Technology

Ann Sebert

Linkedin-in

Chief Executive Officer

Company:

• CAPIS

Description:

Institutional broker trading stocks and bonds for buy-side clients

Can speak to:

Outsourced Trading

Barry Bernstein

Linkedin-in

Business Development - Technology Services

Company:

• ViewTrade

Description:

Provider of solutions to brokerage firms and banks to meet their technology, information and brokerage needs

Can speak to:

Front-Office Technology, Middle-/Back-Office Technology, RegTech, Risk Management Technology

Brandon Mulvihill

Linkedin-in

Chief Executive Officer & Co-Founder

Company:

• Crossover Markets

Description:

Execution-only crypto exchange

Can speak to:

Digital Asset Market Structure, Digital Asset Trading Technology, Digital Asset Trading Venues, Front-Office Technology, Market Data Technology, Retail Trading

Brian Modesitt

Linkedin-in

Chief Executive Officer

Company:

• Insurance Quantified

Description:

Data-driven technology provider for insurance underwriters

Can speak to:

Insurtech, Risk data

Cynthia Sachs

Linkedin-in

Chief Executive Officer

Company:

• Versana

Description:

Industry-backed syndicated loan platform bringing together agent banks, lenders, buy-side firms and their service providers to increase automation, efficiency and velocity

Can speak to:

Syndicated Loan Data

David Choate

Linkedin-in

Chief Operating Officer

Company:

• CAPIS

Description:

Institutional broker trading stocks and bonds for buy-side clients

Can speak to:

Outsourced Trading

Dr. Maciej Piechocki

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Chief Revenue Officer

Company:

• Regnology

Description:

Regulatory reporting solutions for financial institutions

Can speak to:

RegTech

Eric Jensen

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Chief Technology Officer

Company:

• CausalityLink

Description:

AI-driven research platform providing deep data on causal links and informing investment decisions

Can speak to:

AI & NLP

Harry Whitton

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Head of ETF Sales Trading

Company:

• Old Mission

Description:

Leading ETF and Fixed Income Market Maker in the US and Europe

Can speak to:

ETF trading trends

Jeff Tyler

Linkedin-in

Head of Product, Engineering and Data Science

Company:

• Insurance Quantified

Description:

Data-driven technology provider for insurance underwriters

Can speak to:

Insurtech, Risk data

Jeffrey Estella

Linkedin-in

Principal

Former Director of Global Equity Trading at MFS

Company:

• Estella LLC

Description:

Investment management solution provider specializing in trading, audit, risk, compliance and expert witness

Can speak to:

Capital Markets Technology, Market Data / Reference Data, Market Structure

Jennifer Nayar

Linkedin-in

Chief Executive Officer

Company:

• Sterling Trading Tech

Description:

Provider of multi-asset trading and risk solutions to the professional and institutional trading communities

Can speak to:

Cloud Computing, Desktop Technology Integration, Front-Office Technology, Market Data Technology, Market Data Technology Trends

Jim Toes

Linkedin-in

President & CEO

Company:

• Security Traders Association

Description:

Trade organization of securities industry professionals

Can speak to:

Equity Market Structure, Option Market Structure

Joel Revill

Linkedin-in

Chief Executive Officer

Company:

• Two Ocean Trust

Description:

A provider of trust and investment services for ultra-high net worth individuals, families, and foundations.

Can speak to:

Private Trust Companies (PTCs), Wealth Management

John Shay

Linkedin-in

Chief Executive Officer

Company:

• American Financial Exchange (AFX)

Description:

Provider of a market-based interest rate benchmark for interbank lending

Can speak to:

Interest Rates, Market Structure

Jon Fowler

Linkedin-in

Chief Technology Officer

Company:

• RQD Clearing

Description:

Next-generation correspondent clearing provider for US equities and options

Can speak to:

Cloud Computing, Front-Office Technology, Middle-/Back-Office Technology

Jonathan Birnbaum

Linkedin-in

Chief Executive Officer

Company:

• OpenYield

Description:

The modern bond marketplace that’s making it easy for broker-dealers, advisors and fintechs to offer attractive retail bond investing solutions to their clients.

Can speak to:

Capital Markets Technology, Fixed Income Market Structure

Kenneth Chan

Linkedin-in

President - Technology Services

Company:

• ViewTrade

Description:

Provider of solutions to brokerage firms and banks to meet their technology, information and brokerage needs

Can speak to:

Front-Office Technology, Middle-/Back-Office Technology, RegTech, Risk Management Technology

Linda Middleditch

Linkedin-in

Chief Product Officer

Company:

• Regnology

Description:

Regulatory reporting solutions for financial institutions

Can speak to:

RegTech

Lisa Balter Saacks

Linkedin-in

President

Company:

• Trillium Surveyor

Description:

Post-trade surveillance and best execution software

Can speak to:

RegTech

Martin Garcia

Linkedin-in

Co-CEO

Company:

• VersiFi

Description:

Digital Asset platform providing institutions a single point of access for trading, borrowing and lending, as well as custody services provided by third-party partners

Can speak to:

Digital Asset Market Structure, Digital Asset Trading Technology, Digital Asset Trading Venues

Mazy Dar

Linkedin-in

Chief Executive Officer

Company:

• OpenFin

Description:

Operating system for enterprise productivity, enabling app distribution, workspace management and workflow automation.

Can speak to:

Cloud Computing, Desktop Technology Integration

Michael Milani

Linkedin-in

Chief Executive Officer

Company:

• Mondeum Capital

Description:

Broker-dealer for active traders

Can speak to:

Equity Market Structure, Market Commentary, Market Data Technology Trends, Retail Trading

Patrick Nichols

Linkedin-in

Partner

Company:

• Old Mission

Description:

Leading ETF and Fixed Income Market Maker in the US and Europe

Can speak to:

Equity Market Structure, ETF Mechanics, Fixed Income Market Structure, Option Market Structure

Peter Gargone

Linkedin-in

Chief Executive Officer

Company:

• n-Tier

Description:

A fintech company that couples deep industry expertise with a unique software platform to help institutions minimize the risks and costs associated with regulatory reporting.

Can speak to:

Data Governance, RegTech, Trade Surveillance

Rafi Reguer

Linkedin-in

SIP Operating Committees Spokesperson

Company:

• SIP Operating Committees

Description:

Consolidated equities quote/trade feed run by the equity exchanges and FINRA

Can speak to:

Equity Market Data Reform

Raj Abrol

Linkedin-in

Chief Executive Officer

Company:

• Galytix

Description:

Generative AI-driven data technology company for financial institutions

Can speak to:

AI & NLP, Cloud Computing, Market Data Technology

Rishi Nangalia

Linkedin-in

Partner

Company:

• Operating Partners Collective

Description:

Execution and advisory firm serving the capital markets ecosystem

Can speak to:

Capital Markets Technology, Market Data / Reference Data, Market Structure

Rizwan Awan

Linkedin-in

President

Company:

• TMX

Description:

Operator of Canada’s largest equities, fixed income, derivatives, and energy markets exchanges

Can speak to:

Equity Market Structure

Rob Mackay

Linkedin-in

Chief Executive Officer

Company:

• Regnology

Description:

Regulatory reporting solutions for financial institutions

Can speak to:

RegTech

Rob McGrath

Linkedin-in

Chief Executive Officer

Former Global Head of Trading at Schroders

Company:

• ZigIQ

Description:

Strategic advisory firm for FinTech startups and early stage companies bringing disruptive technologies and futuristic business models to life

Can speak to:

Capital Markets Technology, Market Data / Reference Data, Market Structure

Sameer Shalaby

Linkedin-in

President and Chief Executive Officer

Company:

• VersiFi

Description:

Digital Asset platform providing institutions a single point of access for trading, borrowing and lending, as well as custody services provided by third-party partners

Can speak to:

Digital Asset Market Structure, Digital Asset Trading Technology, Digital Asset Trading Venues

Shawn Samuel

Linkedin-in

Chief Technology Officer

Company:

• LiquidityBook

Description:

SaaS-based OMS and middle office technology provider to the buy- and sell-side

Can speak to:

Cloud Computing, Desktop Technology Integration, Front-Office Technology, Market Data Technology, Market Data Technology Trends, Middle-/Back-Office Technology

Shireen Braun

Linkedin-in

Head of Client Services

Company:

• Insurance Quantified

Description:

Data-driven technology provider for insurance underwriters

Can speak to:

Insurtech, Risk data

Stino Milito

Linkedin-in

President

Company:

• DASH Financial Technologies

Description:

Agency brokerage and trading technology provider

Can speak to:

Option Market Structure

Tony Petrilli

Linkedin-in

Chief Executive Officer

Company:

• ViewTrade

Description:

Provider of solutions to brokerage firms and banks to meet their technology, information and brokerage needs

Can speak to:

Front-Office Technology, Middle-/Back-Office Technology, RegTech, Risk Management Technology