Conference Agenda

37th Annual Conference
Eden Roc Miami Beach
Miami Beach, FL

Conference Agenda

Thursday, February 9, 2017

1:00 pm – 5:00 pm              Conference Registration

Hotel Lobby – adjacent to the concierge desk

7:00 pm – 9:00 pm              President’s Cocktail Reception (By invitation only)

Spa Terrace

Resort cocktail attire

Friday, February 10, 2017

8:00 am – 6:00 pm              Conference Registration

Ocean Tower 1 Foyer

8:00 am – 2:00 pm              Golf and Fishing Networking Activities
                                              Golf – hosted by Charlie McBride & Ryan Kwiatkowski
                                              Fishing – hosted by Dave Lewis

12:30 pm – 3:00 pm            Networking Lunch and Recreational Activities

Ocean Garden

Resort casual attire

6:00 pm – 8:00 pm            Conference Registration

Pompeii Foyer

6:30 pm – 10:30 pm            Opening Cocktail Reception
                                               Sponsored by INTL FCStone Financial, Inc. 

                                               Featuring our own Mike Barclay, ITG Canada on Piano and DJ: DjDave

Mona Lisa Ballroom

Resort cocktail attire


Saturday, February 11, 2017

8:00 am – 3:00 pm              Conference Registration

Ocean Tower 1 Foyer

8:00 am – 9:45 am             Business Networking Breakfast
                                             Sponsored by JonesTrading

Ocean Tower 1 A

9:00 am – 9:30 am              Board Meeting ( By invitation only)

Executive Boardroom

9:45 am – 10:00 am            Welcome Remarks – Jacob Rappaport
                                               STA Florida President

Ocean Tower 1 BC

10:00 am – 10:45 am          Keynote Speaker: Yousef Abbasi
                                               Global Market Strategist, JonesTrading
                                              “The Pulse of the Nation, Corporations and the Consumer”

Ocean Tower 1 BC

10:45 am – 12:15 pm          A Panel Discussion: Buy-Side and Agency Trader Perspectives –                                                                    Workflow, Interaction, Challenges and Changes

Ocean Tower 1BC

Moderator: Bill CodyBats Global Markets

      Panelists:   Cheryl A. Cargie, Ariel Capital, Chicago

                           Dallas Lundy, Atlanta Capital, Atlanta

                           Lisa Utasi, Clearbridge Investments, New York

                           Eden Simmer, PIMCO NY, New York

                           Philip Geha, JonesTrading Institutional Services, Orlando

                           James Duncan, ITG Canada, Ontario

12:15 pm – 3:00 pm           Networking Lunch with Recreational Activities

         Ocean Garden

         Resort casual attire

6:30 pm – 8:30 pm           Closing Cocktail Reception – 

                                                             Entertainment – DJ: DjDave

        Palladium Pool

       Resort cocktail attire