AGENDA

Thursday, February 15^th

1:00 pm-5:30 pm

REGISTRATION

(Lobby)

6:30 pm-8:30 pm

WELCOME RECEPTION/CHARITY INTRODUCTION

(Rowe Pavillion)

Friday, February 16^th

7:45 am-1:00 pm

REGISTRATION

(King Charles Foyer)

8:00 am-9:00 am

NETWORKING BREAKFAST (South Terrace)

8:15 am-8:45 am

BOARD OF DIRECTORS BREAKFAST MEETING

(Invitation Only)

9:00 am-9:15 am

WELCOME REMARKS AND AN INTRODUCTION OF OUR CHARITY RECIPIENT, PROMISE FUND OF FLORIDA

(King Charles Ballroom)

PRESENTERS

Janice Hilsman
STA FLORIDA
President

RAYMOND JAMES & ASSOC
Director, Capital Markets Compliance

Byron Mitson
STA FLORIDA
Vice President

RAYMOND JAMES & ASSOC
Managing Director, Equity Trading

9:15 am-9:30 am

STA NATIONAL UPDATE

(King Charles Ballroom)

PRESENTER

James Hyde
STA Chairman

ICE/NYSE
Sr. Director ICE/NYSE Options
Head of Business Development and Strategic Partnerships

9:30 am-10:30 am

PANEL DISCUSSION: ELECTRONIC TRADING (EQUITY)

CATCH THE WAVE OF INNOVATION

(King Charles Ballroom)

MODERATOR

David Cannizzo
RAYMOND JAMES & ASSOC
Head of Electronic Trading

PANELISTS

Jesse Greif
ONECHRONOS
Chief Operating Officer

Brett Macleod
ABEL NOSER SOLUTIONS
Head Sell Side Division

Oliver Sung
CBOE
Vice President, Interim Head of North American Equities

Lisa Utasi
CLEARBRIDGE INVESTMENTS
Director and Senior Equity Trader

10:30 am-11:30 am

PANEL DISCUSSION: COMPLIANCE/SURVEILLANCE

ELECTRONIC TRADING, SURVEILLANCE, AND SUPERVISION: REGULATORY GUIDANCE AND UPDATES ACROSS ASSET CLASSES

(King Charles Ballroom)

MODERATOR

Erin Clemens
TRUMID
Head of Compliance

PANELISTS

Rick Agster
RAYMOND JAMES & ASSOC
SVP, Head of Fixed Income Compliance

Nikki Brinkerhoff
TRADESTATION SECURITIES, INC.
Chief Compliance Officer

Howard Meyerson
FINANCIAL INFORMATION FORUM (FIF)
Managing Director

Theodore Karn
THE KARN GROUP (TKG)
President

11:30 am-12:30 pm

PANEL DISCUSSION: MARKET STRUCTURE

VIEWING MARKET STRUCTURE THROUGH THE MULTI-ASSET LOOKING GLASS

(King Charles Ballroom)

MODERATOR

Anna Ziotis Kurzrok
JEFFERIES, LLC
Managing Director, Head of Market Structure

PANELISTS

Rich DeLayo
RAYMOND JAMES & ASSOC
Managing Director, Global Electronic Trading and Market Structure

Joanna Fields
Aplomb Strategies Inc.
Founder

Ed Hosty
ROBINHOOD SECURITIES
Sr. Director of Execution Services

Gary Stone
BLOOMBERG L.P.
Regulatory Policy Analyst and Market Structure Strategist

12:30 pm-2:00 pm

NETWORKING LUNCH

(Sunset Deck)

2:00 pm-4:00 pm

CORNHOLE TOURNAMENT

(Beach)

6:30 pm-9:30 pm

RECEPTION

(Grand Ballroom | Lobby Level)

Featuring DJ Dave

7:00 pm - Guest Speaker & Bourbon Tasting

Guest speaker: LTC (R) Robert Schaefer, Master Distiller & Co-Founder American Freedom Distillery

Robert has some stories as a retired U.S. Army Special Forces officer (Green Beret), diplomat, and senior international defense expert with over 28 years of experience working with senior foreign defense and military officials. He combined his military experience with his passion for Bourbon to produce Whiskey & War Stories.

Robert will tell stories as we taste his locally distilled bourbons.

Saturday, February 17^th

7:00 am-8:00 am

FISHERMAN'S BREAKFAST

(South Terrace)

8:00 am-12:00 pm

**TIME CHANGE ALERT**

FISHING TOURNAMENT

(South Entrance, near fitness center)

8:15 am - 12:00 pm

**TIME CHANGE ALERT**

GOLF TOURNAMENT

7979 Bayou Club Blvd | Largo

Transportation to the course will be via your vehicle or a ride-share (Uber/Lyft). The course is about 45 minutes away.

Box lunches will be available at the course.

7:00 pm-9:00 pm

FAREWELL RECEPTION / AWARDS CEREMONY / ANNOUNCEMENT OF CHARITY DONATIONS

(South Terrace)

Featuring DJ Dave