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2022 Conference Business Meetings

If you did not get a chance to view the Virtual conference a replay is available below:

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SFSTA Virtual Conference

Thursday, June 9th | 8:00 am – 2:00 pm



    Saturday Morning Business Meeting & Q&A Panel

    Saturday, June 11th | 8:00 – 11:00 am
    Pebble Beach Resorts®

    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)

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    SFSTA is proud to present the following speakers, moderators and panelists!

    SFSTA Virtual Conference

    In order of appearance

    Lindsey M. Piegza
    Ph.D., Chief Economist

    Dr. Lindsey Piegza is the Chief Economist for Stifel Financial. She specializes in the research and analysis of economic trends and activity, world economies, financial markets, and monetary and fiscal policies. Prior to her role with Stifel, she was the Senior Economist for an investment bank in New York City for eight years consulting clients in the U.S., Europe, Asia and the Middle East. A highly sought-after speaker across national and international forums, Piegza is often quoted in the business press. She is a regular guest on CNBC, Bloomberg, CNN and Fox Business, as well as national radio and other business news outlets. Piegza is also a monthly op-ed contributor for The Hill. In addition to her role with Stifel, Piegza is an instructor at the Pacific Coast Banking School, a member of the Chicago Federal Reserve Advisory Committee and a well-respected author. Piegza has published numerous academic papers in prestigious journals such as the Harvard Business Review and in textbooks from Northwestern University’s Kellogg Graduate School of Management. Piegza is a member of the National Association for Business Economics (NABE) and American Economic Association (AEA), and named a 2019 Women of Influence by the Chicago Business Journal. She holds two degrees from Northwestern University in political science and economics, and earned her Ph.D. in economics from the City University of New York. She is a native of Chicago and is based in Stifel’s downtown Chicago office.

    Savita Subramanian

    Savita Subramanian is a managing director, global head of Environmental, Social & Governance (ESG) Research and head of U.S. Equity & Quantitative Strategy based in New York. She is responsible for determining forecasts for the S&P 500 and other major U.S. indices, recommending U.S. sector allocations for equities, and developing and marketing the firm’s quantitative equity strategy to institutional and individual clients. She also leads Global Research’s Environmental, Social and Governance (ESG) efforts. Subramanian joined Merrill Lynch in 2001 as a strategist
    She has been ranked in the Institutional Investor survey for the last ten years, and currently ranks in four categories: ESG Research, Thematic Research, Quantitative Research and Portfolio Strategy. Subramanian is a frequent commentator on media outlets and is named by Barron’s as one of the 100 Most Influential Women in U.S. Finance. Subramanian started her career as an analyst at Scudder Kemper Investments in New York and San Francisco.Subramanian received a bachelor’s degree with majors in Mathematics and Philosophy from U.C. Berkeley, and received an MBA with a concentration in Finance from Columbia University.

    Steve Grasso
    Grasso Global

    Steven Grasso is the CEO of Grasso Global Inc. He began his career working on the floor of the New York Stock Exchange in 1993. Since 1999 he worked as an institutional sales trader, working effectively with some of the largest global mutual funds, pension funds, insurance companies and hedge funds. As an Executive NYSE Floor Governor he has actively participated in various NYSE committees over the years, whose work included allocating new listings to market-making firms and developing standardized tests for continuing education for the floor community. Steven also advises many corporate boards using his vast Wall Street knowledge and experience. Steven and his partners at Grasso Global offer over 70 years of collective experience. They help corporations better manage and operate every faucet of their business. Mr. Grasso closely follows the Washington D.C./Markets connection, using his vast Capitol Hill and SEC relationships to better educate him and his clients on policy changes and regulation. He is a professional speaker and regularly speaks at traders’ conferences around the country as well as business round tables with many influential leaders of industry.
    Steven has been a regular on CNBC Fast Money for well over a decade. You can follow Steven on Twitter @grassosteve.

    Dayton Lonsdale
    Wells Fargo

    Dayton Lonsdale is the Head of Equity Portfolio Trading at Wells Fargo after nearly 20 years at Blackrock and returning to the East Coast in 2019. His focuses on data driven implementation and consultation across fundamental, quantitative and passive equities with an intimate knowledge of the ETF ecosystem. While at Blackrock he executed index event driven, rebalance activity and also has expertise within the transition management space deploying HT and LT strategies. Mr. Lonsdale is a strategic partner to the Office of the Chief Equity Strategist. He is currently a member of the S&P DJ US Index Committee Capital Markets Advisory Panel offering both buy-side and sell-side perspectives. His depth of experience includes tenures within portfolio management and partnership in capital markets. In his former buy-side seat, he had the privilege of consuming the style and content that was best in class from across the street and now brings that service to Wells Fargo Securities.

    Mike Lewis

    Mike Lewis joined Barclays in August 2018 as Head of Cash Trading in the Americas. Mike is responsible for running HT Cash Trading for the Americas, and has played a critical part in helping Barclays grow both market and wallet share with key clients. Mike has close to 25 years of industry experience. Prior to joining Barclays, Mike recently worked at Morgan Stanley where he traded a number of sectors, and helped in many facets of the business.

    Rob Liberty
    Goldman Sachs

    Rob manages Americas high touch equities sales trading in New York. He joined Goldman Sachs as a managing director in 2010. Prior to joining the firm, Rob worked at ICAP, where he led the US equity business from 2008 to 2010. Before that, he spent 14 years at Citigroup managing the international sales trading desk in New York. Rob earned a BS in Finance from Syracuse University in 1994.

    Brent Hicks

    J. Brent Hicks, Managing Director, is the Global Head of Equity Trading and Futures for BlackRock. He is responsible for managing equity, equity derivatives, and cross-asset futures execution across all investment strategies worldwide. Mr. Hicks’s service with the firm dates back to 2005, including his years with Barclays Global Investors(BGI), which merged with BlackRock in 2009. Before relocating to New York, Mr. Hicks managed the Index, iShares, and Transition equity trading team in San Francisco, and began his BGI career as a Small and Mid-Cap Equity Trader covering Scientific Active Equity funds. Prior to BGI, Mr. Hicks was a partner with Blue River Capital Management, a hedge fund specializing in international equity arbitrage. He has also worked as a Lead Market Maker on the options floor of the Pacific Exchange. Mr. Hicks holds a B.S. in Industrial Engineering from the University of Tennessee, and a M.S. in Engineering-Economic Systems and Operations Research from Stanford University.

    Debbie Sabo
    Jackson Square Partners

    Debbie is a founding partner and the Head of Trading at Jackson Square Partners. Prior to joining Jackson Square, she was a senior trader on the Delaware Investments Focus Growth Equity team from April 2005 to April 2014. She was the Head Trader at McMorgan & Company between 2003 and 2005. Before joining McMorgan, she ran trading at Husic Capital Management from 2002 to 2003. Her trading career also included positions at Robertson Stephens, Deutsche Bank and Merrill Lynch. She received a bachelor’s degree in Business and Japanese from the University of Pittsburgh.

    Derek de Petra
    Artisan Partners

    Derek G. de Petra is a managing director and global head of trading at Artisan Partners. Prior to joining Artisan Partners in January 2000, Mr. de Petra was a trader with Montgomery Asset Management where he was responsible for trading developed and emerging Europe and Asia for Montgomery’s international and emerging strategies. Mr. de Petra began trading at Mellon Capital Management in San Francisco where he traded the firm’s enhanced and passive international strategies. Mr. de Petra holds a bachelor’s degree in history from the University of California-Los Angeles and a master’s degree in business administration from the Haas School of Business at the University of California-Berkeley.

    Mehmet Kinak
    T. Rowe Price Associates

    Mehmet Kinak is a vice president of T. Rowe Price Group, Inc. He is the Global Head of Systematic Trading and Market Structure. Mehmet’s primary focus is electronic and program trading, market structure analysis, and transaction cost analysis. He is co-chair of the New York Stock Exchange’s Institutional Traders Advisory Committee, serves on the Institutional Traders Advisory Committees of Cboe Global Markets, IEX Group, and Nasdaq and chairs the Investment Company Institute’s Equity Markets Advisory Committee. Mehmet previously served as a member of the Securities and Exchange Commission’s Equity Market Structure Advisory Committee. He is a board member of the National Organization of Investment Professionals (NOIP) and Luminex Trading & Analytics LLC and an advisory board member of ClearList Holdings and Virginia Tech’s Department of Finance. Mehmet joined the firm in 2000 and worked as a portfolio accounting associate, investment liaison, and portfolio implementation manager before assuming his current role in 2010. Mehmet earned a B.S. in finance from Virginia Polytechnic Institute and State University.

    Adam Inzirillo
    Head of North American Equities
    Cboe Global Markets

    Adam Inzirillo is Senior Vice President, Head of U.S. Equities at Cboe Global Markets, Inc. (Cboe). Based in New York, Inzirillo is responsible for overseeing the product development and strategic growth of Cboe’s U.S. equities business globally. Inzirillo is defining markets by helping Cboe enhance its competitive positioning and its strategic growth efforts.

    Anna Kurzrok

    Anna Kuzrok joined the US ETS business as a Senior Vice President in New York and holds the role of Head of Market Structure. Anna brings a wealth of experience and a strong client following having held similar positions at BNP Paribas, Deutsche Bank, Luminex, RBC and ITG.

    Armando Diaz

    Armando Diaz is a Sr. Financial Markets Executive and industry leader with a 30 year track record of commercial and leadership success. He is currently CEO of PureStream Trading Technologies Inc, an innovative institutional trading venue focused on increasing institutional liquidity “bandwidth”. Armando began his career as a Trader for Goldman Sachs. During his 20 year tenure with the Company, Armando progressed his career and was ultimately promoted to Partner and Co-Head of US Equity Trading. In 2008, Armando joined Citigroup as the Head of Franchise Trading. Armando left Citi in 2011 to become the Global Head of Execution Services at Millennium Partners, a multi strategy hedge fund. He served on several of the firm’s committees including the Executive Committee, Risk Committee, Best Execution Committee, and Operational Risk Committee. In 2016, Armando re-joined Citigroup as Global Head of Cash Trading and Member of the Equities Division Executive Committee. Reflecting his view that industry wide, cash execution businesses were structurally flawed he led the initiative to electronically centralize all of Citi’s liquidity in an ATS. Armando Diaz graduated from Trinity College with a Bachelor of Arts in Economics. He is happily married and currently resides in Englewood, New Jersey with his wife and two sons. 

    Jenny Hadiaris

    Jennifer Hadiaris is a Managing Director and Head of Global Market Structure. Prior to Cowen, Ms. Hadiaris was with Deutsche Bank where she led the market structure team as the Head of Global Market Structure, Americas. Prior to that, she spent ten years at RBC Capital Markets where she served in a similar capacity.

    Roman Ginis
    Intelligent Cross

    Roman Ginis is the Founder and CEO of Imperative Execution, the financial technology company behind IntelligentCross, a leading US equities trading venue that uses AI to optimize price discovery. IntelligentCross matches orders near-continuously, within microseconds of arrival, to achieve maximum price stability after trades, enabling better displayed prices and tighter spreads. Before launching IntelligentCross, Roman was a quantitative trader at Point72 and UBS, where he ran portfolios in US equities. He earned a doctorate in Computer Science in distributed systems and discrete optimization from The California Institute of Technology, holds patents in stream computing and complex event processing, and is an expert in market micro-structure and trade execution.

    Rich Steiner

    Rich Steiner leads RBC Capital Markets’ efforts to foster an open and honest dialogue on market structure developments with government officials and actively engages clients to develop a truly unique offering. He leads RBC’s global market structure advocacy efforts, focusing on more efficient, more transparent, less-conflicted markets and works closely with RBC’s Regulatory and Government Affairs team in Washington, DC. Additionally, Rich drives various strategic innovation initiatives across RBC Global Markets, Investment Banking, Wealth Management, and City National Bank. Rich joined RBC in 2009 and was one of the key founding members of RBC’s THOR electronic trading platform, as well as Head of Market Structure Strategy. He currently serves on a number of industry groups, including the SIFMA Equity Markets & Trading Committee and is a board member of National Organization of Investment Professionals (NOIP). Prior to joining RBC, Rich held electronic and program trading positions at BNP Paribas, ITG and Goldman Sachs.

    Charlie Grimes
    Forge Global

    Charlie Grimes, CFA, currently serves as Forge’s Head of Global Capital Markets and is based in New York City. He has helped investors and shareholders transact in the private market for over eight years. Prior to 2014 Charlie worked at Pacific Investment Management Co (PIMCO) and Wells Fargo Family Wealth.

    Danny Cohen

    Danny spent nearly 11 years in the prime brokerage business at Bear Stearns / J.P. Morgan with 7 years of specialization in risk and 4 years in sales. He began his career in 1999 at Bear Stearns in the prime brokerage management training program. In early 2007, Danny made the move into prime brokerage sales by moving to San Francisco and after J.P. Morgan bought Bear Stearns in 2008, he continued to work at the firm as co-head of the sales team in the western region until April of 2010. Today Danny is the global head of sales and capital introduction at FalconX. FalconX is a riskless principal cryptocurrency financial services firm that provides a one stop shop for institutions with trading, credit & clearing. FalconX services institutional clients who turn to the platform for a white glove experience through the entire trade lifecycle – client segments include traditional banks & neo banks, hedge funds, retail aggregators, other financial intermediaries, fortune 1000 corporate treasuries, family offices, registered investment advisors, and other traditional enterprises. FalconX provides institutions robust transactional infrastructure with 99.999% uptime and 24/7/365 coverage. We are strongly venture-backed and have raised ~$290MM thus far from notable investors Accel, Accomplice VC, American Express, B Capital, Coinbase, Fidelity, Flybridge, Altimeter, Sapphire Ventures, Mirae and Tiger Global.

    Chad Smith
    Commonwealth Asset Management

    Chad Smith runs Capital Markets for Commonwealth Asset Management, a $1.8B AUM macro-focused hedge fund in Los Angeles run by Adam Fisher and David Kalk. Prior to joining Commonwealth, Chad worked at various investment banks in San Francisco including Morgan Stanley, Citigroup, and Jefferies within the Institutional Sales & Trading departments. Chad graduated from the Walter A. Haas School of Business at the University of California, Berkeley with a B.S. in Business Administration.

    Michael Loggia

    Michael started his career on Wall Street in 2002, working as tech support for Credit Suisse First Boston on the floor of the NYSE. His support role quickly expanded into a business analyst role where he would be responsible for translating workflows for floor brokers into application requirements for developers. In 2005, Michael decided to join JP Morgan where he had the opportunity to run a team which would replace their prop equity trading platform with a custom vendor based solution. Three years later, with the successful completion of that project, Michael joined JP Morgan’s Equity trading division as a Position Trader. In this new role he specialized in generating client business by specializing in trading stocks in the industrial sector of the market. In late 2010, Michael was offered a position on the JPM electronic desk. After 6 years on the desk (and a front to back system overhaul) that desk took JP Morgan’s electronic platform from #14 in the space to #1 and he was Co-heading the coverage team. Then in January of 2016, he was offered a role to join Instinet’s Electronic Sales and Coverage desk which he would later run as head of US Electronic Trading. In addition, Michael took on the responsibility of being Instinet’s ATS supervisor, responsible the VWAP Cross & CBX crossing platforms. Finally, at the end of 2018, he was asked to take a role at ITG (acquired by Virtu) as Global Head of Workflow Technology. At Virtu, he has focused on rebuilding their flagship Triton EMS platform, expanding the ITG NET franchise, and improving overall customer satisfaction while expanding client facing technology products and services offered.

    Stephen J. Berte

    As President, Stephen Berte is responsible for the strategic direction and growth of BIDS Trading, the Alternative Trading System designed to increase competition and liquidity in equity trading markets around the world. Berte began his career at Standard Life Investments (SLI) in 2003, where he spent nearly 17 years. Berte’s career at SLI started as an equity trading assistant and evolved into roles that included Global Head of Equity Trading based in Edinburgh, UK, as well as Head of Trading in the Americas across all asset classes including equity, FI, derivatives, money markets, and FX. Berte also sat on the Executive Management Committee and the Investment Management Committee in the Americas, shepherding the growth of the US business and delivering world class outcomes to their clients. From SLI, Berte spent his next three years at Liquidnet Holdings and Tourmaline Partners, operating in a variety of strategic roles including business development, relationship management and corporate strategy helping to grow both businesses. Berte graduated from Brown University with a BA in sociology and holds FINRA Series 7, 24, and 63 licenses.

    Tom Whelan

    Tom Whelan is a Managing Director and the Global Head of Instinet Technology Solutions (ITS), as well as a member of Instinet’s Global Executive Committee. In this role, Tom drives forward the firm’s strategy and delivery of Instinet’s legendary trading technology and software solutions to buy side and sell side clients, including the creation of highly customized infrastructures and bespoke hosted, as well as enterprise, platforms that address our clients’ trading lifecycle needs. Prior to establishing and launching the firm’s ITS business, Tom ran Institutional Sales for Instinet, LLC. Over the span of more than 25 years with the firm, he has served in a variety of other senior positions across the business, including Institutional Sales, Product Sales and Portfolio Trading. Tom attended Michigan State University and graduated with a B.A in Finance.

    Peter Stutsman
    Head of Equity Trading
    Capital Group

    Peter D. Stutsman is head of equity trading at Capital Group. He has 22 years of investment industry experience and has been with Capital Group for 20 years. Earlier in his career at Capital, he was a senior equity trader. Prior to joining Capital, Peter was a sales trader with S.G. Securities in Asia. He holds a bachelor’s degree in liberal arts from the University of Texas, Austin. Peter is based in Los Angeles.

    Straight from the Source IX

    In order of appearance

    Brian Urey
    Head of US Equity Trading,
    Allianz Global Investors

    Mr. Urey heads the US Equity trading team and is a director with Allianz Global Investors, which he joined in 2000. Mr. Urey has 31 years of investment-industry experience. He previously worked at Santander Investment Securities and at Robert Fleming Securities as an institutional broker focusing on Latin American markets. Before that, Mr. Urey was at LGT Asset Management as an international equity trader after working in sales and marketing. He has a B.A. in economics from the University of Vermont. He is a member of the San Francisco Traders Association.

    Freddy Huynh
    Head of San Francisco
    Equity Trading, Blackrock

    Freddy Huynh, CFA, Managing Director, is the Head of San Francisco Equity Trading within BlackRock’s Global Trading Group. He is responsible for managing equity and equity derivatives execution for Institutional Index, iShares, Model-Based Active, and Transition Management strategies. Prior to joining the trading team in 2007, Mr. Huynh was a portfolio manager in the Active Equity Alpha Strategies Group at Barclays Global Investors. Mr. Huynh attended the University of California, Davis where he earned a B.S. in Managerial Economics and B.S. in Psychology.

    Steve Haggerty
    Regional Trading Manager,
    Capital Group

    Steven F. Haggerty is an equity trader at Capital Group. He has 28 years of investment industry experience and has been with Capital Group for 25 years. Prior to joining Capital, Steve was an equity trader for Husic Capital Management. He holds a bachelor’s degree in business management and marketing from Cornell University. Steve is based in San Francisco.

    Joshua Jackson, CFA
    Park West Asset Management

    Joshua Jackson, CFA, has traded equities, fixed income, and derivatives at Park West Asset Management, a $2.8 billion hedge fund in Larkspur, CA, since 2011. He has enjoyed volunteering for SFSTA since 2011 and was a Director on the board from 2012-2018. Prior to joining Park West, Josh worked in Equity Derivatives at Goldman Sachs in New York after joining the full-time Analyst program in 2006. Mr. Jackson earned a BA in Sociology, concentrating on Markets and Management, from Duke University in 2006. He has since been actively involved with the University, serving on the Duke Annual Fund Advisory Board and other alumni boards. He also serves as the Economic Empowerment Chair for 100 Black Men of the Bay Area, Inc. In his personal time, Josh enjoys motorsports, snowboarding, and mountain biking. He lives in Oakland, CA with his wife Dr. Rachel Gillum Jackson and their daughters Ava and Robin.

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