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SFSTA 91st Annual Conference – Agenda

All times shown below are Pacific Time

 Thursday, June 9th


SFSTA Conference Kick Off

8:00 am – 2:00 pm
SFSTA Virtual Business Meetings

8:00 – 9:00 amMacroeconomic Update: Soft Landing or Bumpy Road Ahead?Lindsey Piegza Phd – StifelSavita Subramanian – BAMLModerator:  Steve Grasso – Grasso Global

9:00 – 10:00 amTrends from the Sellside:  A conversation with Brent HicksDayton Lonsdale – Wells FargoMike Lewis – BarclaysRob Liberty – Goldman SachsModerator: Brent Hicks – Blackrock

10:00 – 11:00 amBuyside Head Trader Panel: How COVID has changed the way the Buyside interacts with the StreetDebbie Sabo – Jackson Square PartnersDerek Depetra – Artisan PartnersMehmet Kinak – T. Rowe Price AssociatesModerator:  Adam Inzirillo – CBOE11:00 – 12:00 pmThe Changing Dynamics of Off-Exchange TradingAnna Kurzrok – JefferiesArmando Diaz – PurestreamJenny Hadiaris – CowenRoman Ginis – Intelligent CrossModerator:  Rich Steiner – RBC12:00 – 1:00 pmThe Rise and Importance of Incorporating Alternative Investments in your PortfolioCharlie Grimes – Forge GlobalDanny Cohen – FalconXModerator: Chad Smith – Commonwealth Asset Management1:15 – 2:00 pmThe Future of Trading Technology & Workflow AutomationMichael Loggia – VirtuStephen Berte – BIDSTom Whelan – InstinetModerator: Peter Stutsman – Capital Group

 2:30 to 5:30 pm
Networking Opportunity
Drinks and Networking in San Francisco

The Waterfront Restaurant
Pier 7, The Embarcadero, San Francisco, CA 94111

Friday, June 10th


Shuttles from Inn at Spanish Bay to Beach Club
First shuttles leave at 5:45 pm

6:00 – 10:30 pm
Registration Desk
Kickoff Dinner/Drinks
Transportation provided – Buses leaving from The Inn at Spanish Bay and
dropping off at The Beach Club, The Lodge at Pebble Beach™

Dark – 10:30 pm
Charitable Fundraiser
Glow in the Dark/Closest to the Pin

Saturday, June 11th


Breakfast 7:00 8:00 am
St Andrews Gallery, Inn at Spanish Bay

8:00 11:00 am
Business Meetings
St Andrews East, Inn at Spanish Bay

8:00 – 8:45 am
Straight from the Source – Buyside Panel Q&A

Brian Urey, Head of US Equity Trading, Allianz Global Investors
Freddy Huynh, Head of San Francisco Equity Trading, Blackrock
Steve Haggerty, Regional Trading Manager, Capital Group
Moderator: Josh Jackson, Trader, Park West Asset Management

8:45 – 9:15 am
What Traders are Watching

9:30 11:00 am
Buyside Roundtable (Buyside Only)

11:00 am – NOON
19th Annual Richie Kane Memorial Walk/Run
Meet at Fire Pits, Inn at Spanish Bay

4:00 – 6:30 pm
Fireside Networking and Wine Tasting
Stave, Inn at Spanish Bay

8:30 pm to Midnight
SFSTA Saturday Night Party
Live Band Casino Night, St Andrews, Inn at Spanish Bay

Sunday, June 12th


8:00 – 11:00 am
Farewell Buffet Brunch
Peppoli Restaurant, Spanish Bay

Thank you Sponsors!

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