UPCOMING / RECENT EVENTS
FIX Trading Community - June 2025
Moderator
Traders Magazine: The Future of Discretionary Trading in an Automated World - May 2025
Quoted Contributor
At the Forefront: Fintech Conversations - May 2024
Outsourced and Supplemental Trading Panel - May 2024
Contributor
Outsourced and Supplemental Trading Panel - May 2024
Outsourced and Supplemental Trading Panel - May 2024
Moderator
Traders Magazine: Trading Smarter With Algo Wheels - March 2024
Quoted Contributor
At the Forefront: Fintech Conversations - March 2024
Panelist
Forefront 24 for ’24: Predictions and Insights from Capital Markets and B2B Fintech Leaders - 2023
Quoted Contributor
Security Traders Association (STA): Outsourcing by Investment Advisers Webinar - November 2022
Panelist
WatersTechnology Article - June 2022
Quoted Contributor
#buysidementalhealth Webinar - May 2021
Panelist
The Retail Phenomenon Webinar - April 2021
Moderator
Hindsight is 2020: Market Structure Trends Then & Now Webinar - March 2021
Panelist
Security Traders Association (STA): SEC Rule 606(b)(3) Webinar - September 2020
Moderator
Institutional Investor: U.S. Institute & TraderForum Webinar - May 2020
Moderator: The Outsourced Trading Option - Efficiency, Scalability and Best Execution
2020 Traders Magazine Markets Choice Awards
"Excellence in Trading" nomination
Institutional Investor: TraderForum Winter Workshop - Miami - January 2020
Moderator: Best Practices for Trade Oversight Committees
Institutional Investor: TraderForum Equity Trading Summit - Miami - January 2020
Moderator: An Extra Pair of Hands: Outsourced Trading and the Buyside Desk
Equity Leaders Summit - Miami - December 2019
Moderator: 360 Perspective - Analyzing pros and cons of outsourced trading and infrastructure management
National Organization of Investment Professionals (NOIP) - New York City - November 2019
Moderator: Best Execution as a Service: Outsourced Trading
Institutional Investor: International TraderForum - Madrid - September 2019
Moderator: Outsourced Buyside Trading: BestEx‐as‐a‐Service?
Aite Equities, Me, and the Fees: Market Structure in an Age of Outrage - New York City - June 2019
Panelist: The Controversy Over OMS/EMS Connectivity Fees