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ATSs and Off-Exchange Trading - 
Opportunities and Challenges

A TabbFORUM Symposium

February 24, 2025

New York City

Speakers

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Rich Steiner

Head of Market Structure & Electronic Trading Strategy, Piper Sandler

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Venu Palaparthi

COO,

Drive Wealth

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Roman Ginis

CEO, ImperativeExecution, Parent of IntelligentCross

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Sean Hoover

COO,

PureStream

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Matthew Daigler

VP & Senior Counsel, Managed Funds Association

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Michael Parodi

Senior Counsel,

Bridgewater Associates

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Robert McNamee

VP & Associate General Counsel,

FINRA

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Marc Bousquet

Equity Trader,

Fidelity Investments

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Larry Tabb

Director of Market Structure Research,

Bloomberg

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Mark Louka

Executive Director - Systematic Trading,

JP Morgan Asset Managem

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Justin Schack

Managing Director

& Partner,

Rosenblatt Securities

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Mehmet Kinak

VP, Global Head of

Equity Trading,

T. Rowe Price

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Bruce Morris

CEO,

TABB Group

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Joel Oswald

Principal,

Williams & Jensen

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Jeff Mendl

VP, Head of Broker Dealer Sales, OTC Markets/Moon ATS

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Eric Swanson

CEO, Americas,

XTX Markets

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Jeff Foster

Founder & CEO,

CIX Trading

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Ellen Greene

Managing Director, Equity & Options Market Structure,

SIMFA

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Harry Feng

Managing Director, Electronic Trading & Market Structure, Blackrock

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Enrico Cacciatore

Senior Advisor &

Co-Founder,

Calguard Technologies

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Mark Davies

CEO,

S3

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James Dombach

Partner,

Davis Wright Tremaine

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Dan O'Connell

VP, Buyside & Interest Rates EMS Sales,

Flextrade

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Carl Slesser

VP, Trading Strategy,

Nasdaq

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Jim Burns

Partner,

Cleary Gottlieb

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Brant Brown

Partner,

Cleary Gottlieb

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Brett Redfearn

Founder & CEO,

Panorama Financial Markets Advisory

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Brian Hyndman

President & CEO,

Blue Ocean Technologies

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Ari Burstein

General Counsel &

Chief Policy Officer,

IntelligentCross

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Armando Diaz

CEO,

PureStream

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Brad Florio

Trading and Execution Developments,

Citadel

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