Wednesday September 9, 2026 12:00pm - 3:00pm CDT
Speakers 
President of the DSTA and Head of ETF Issuer Relationships, Old Mission
Steve Capurso is the current President of the DSTA and Head of ETF Issuer Relationships at Old Mission. In this role, he focuses on the firm’s lead market-making business, advising both new and existing ETF issuers on securing lead market-making services and obtaining seed capital...
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Chief Clearing and Settlement Services Officer, OCC
Mike Hansen is Chief Clearing and Settlement Services Officer and Dallas Site Leader at OCC, the world’s largest equity derivatives clearing organization.In this role, Mike is responsible for OCC’s day-to-day clearance and settlement functions and oversees the Member Services...
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Global POSIT Alert Sales, Virtu
Laura Delaney is a securities industry professional with 26 years of experience across trading, sales, and institutional trading solutions. She began her career at Knight Securities, advanced to global equity trading, and joined Virtu Financial (formerly ITG) in 2007. Her work focuses...
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Principal, Investor Education, OCC
Mark is the Principal, Investor Education, OCC | OIC Instructor at the OCC. With nearly three decades of hands-on experience in options, Mark Benzaquen has established himself as one of the industry’s most trusted educators and communicators. His rare ability to distill complex...
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Senior Vice President, Alternatives Institutional Portfolio Manager, Fidelity Investments
Sladja Carton is a senior vice president, Alternatives in the Institutional Portfolio Management Team division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and...
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Head of Business Development, Tidal Financial Group
Brittany Christensen is Head of Business Development at Tidal Financial Group. Tidal is a leading ETF platform facilitating the creation, operation, and growth of ETFs.Brittany has driven Tidal’s Business Development efforts through remarkable year-over-year growth, positioning...
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Senior Trader, Advisor Wealth Services Block Desk, Charles Schwab
Tom Generazio, is a senior trader on Schwab’s Advisor Services Block Desk, specializing in high-touch Equity and ETF execution for RIAs. With over 30 years of experience, Tom helps improve client outcomes by offering insights into market structure, best execution practices and execution...
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Managing Director, ETF & Derivative Trading, WallachBeth Capital
Sara Levin is a Managing Director at WallachBeth, where she sits on the ETF and Derivative Trading Solutions teams. She advises institutional clients on navigating the increasingly complex exchange-listed landscape, with a focus on market structure, ’40 Act fund construction, and...
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COO, Old Mission
Erica Marquez Avitia is the Chief Operating Officer of Old Mission Holdings LLC, a premier global quantitative market making firm and one of the largest liquidity providers in the ETF ecosystem. In this role, she works with the Managing Partners to advance the organization’s vision...
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Chief Executive Officer, Hope’s Door New Beginning Center
Megan Valdez is the Chief Executive Officer of Hope’s Door New Beginning Center, a comprehensive domestic violence agency serving survivors and families across North Texas. With nearly 20 years of experience in the domestic violence and victim services field, Megan has worked across...
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Vice President and Portfolio Manager, Global X ETFs
Vanessa Yang, CFA is Vice President and Portfolio Manager at Global X ETFs, an asset management firm founded in 2008 that manages more than US$94 billion in assets and offers over 100 innovative ETFs. Global X is a member of Mirae Asset Financial Group, a global leader in financial...
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Managing Director, Member Services and Participant Solutions, OCC
Sheila Zak is Managing Director of Member Services and Participant Solutions at OCC, the foundation for secure markets and the only company that clears and settles every listed-options trade in the United States. Sheila leads the team responsible for ensuring OCC’s member firms...
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Wednesday September 9, 2026 12:00pm - 3:00pm
CDT
Options Clearing Corp
9111 Cypress Waters Blvd, Coppell, TX 75019
