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AGENDA

Learn the latest trading and
risk management strategies

ReGISTer NOW

36th Annual RMC US will be
Monday, Mar 2, through
Wednesday, Mar 4, 2020

Hotel RESERVATIONS

Hyatt Regency Coconut Point,
Bonita Springs, Florida

The 2020 RMC U.S. Agenda  

2020 AGENDA (PDF)
Interested in seeing last year's agenda? Take a look here.

Previous DayNext Day

11:00am

Conference Registration opens

11:20am – 12:10pm

Light, stand-up lunch - Calusa prefunction

12:10pm – 12:15pm

Welcome

Rob Hocking, Senior Vice President, Cboe Global Markets

12:15pm – 1:15pm

Harnessing Small-Cap Volatility

Rolf Agather , Managing Director of Research,  FTSE Russell

Rolf Agather Presentation                        

Derek Devens, Senior Portfolio Manager,  Neuberger Berman

Derek Devens Presentation

Jeff Foley, Head of Business Operations, Wilshire Analytics

Jeff Foley Presentation

1:15pm – 1:45pm

Session Break

1:45pm – 2:45pm

Defined Outcomes: Under the Hood of Buffer ETFs

Bruce Bond, Founder, Innovator Capital Management LLC

Graham Day, Vice President, Product & Research, Innovator Capital Management LLC

Bruce Bond and Graham Day Presentation

2:45pm – 3:15pm

Coffee Break

3:15pm – 4:00pm

Managing Equity Volatility...Without Giving up on Equities

Craig Robbins, Director of Investments, Children's Hospitals and Clinics of Minnesota

Craig Stapleton, Senior Vice President and Portfolio Manager, Securian Asset Management

Robbins and Stapleton Presentation                   

4:00pm – 4:15pm

Session Break

4:15pm – 5:00pm

Hedging in a Low-Expected Return Environment

Rocky Fishman, CFA, Equity Derivatives Strategist, Goldman Sachs
                                                                                                  

5:00pm – 5:40pm

Cocktail Break

5:40pm – 6:40pm

The Cocktail Hour Between Dog and Wolf

Keynote Speaker: John Coates - Derivatives Trader turned Behavioural Neuroscientist and Author of "The Hour Between Dog and Wolf: How Risk Taking Transforms Us, Body and Mind"                                                         

6:45pm – 7:30pm

Cocktail Hour and Networking Continues (Waterfall pool deck)

7:30pm – 9:00pm

Welcome Reception dinner, Waterfall Terrace (outdoors, weather permitting)

7:00am – 7:30am

Group Run/Walk with Brian Schell, Cboe CFO

7:30am – 7:45am

Dynamic Stretching

7:45am – 8:45am

Buffet Breakfast, Tarpon Bay Restaurant

9:00am – 9:15am

Welcome and Cboe Update

Edward Tilly, Chairman of the Board, President and Chief Executive Officer, Cboe Global Markets

9:15am – 10:15am

Keynote Speech: How to Make Smarter & Faster Decisions

Annie Duke, Decision Strategist. Former Professional Poker Player.  Author of "Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts"

10:15am – 10:30am

Coffee Break

10:30am – 11:10am

Battling Bias: Taking the Other Side

  • Discussion on the impact of common behavioral biases on option prices.
  • How fear and greed drive inefficiencies.
  • Overconfidence and overfitting.

Stacey Gilbert, Portfolio Manager, Derivatives, Glenmede Investment Management LP

11:10am – 11:30am

Session Break

11:30am – 12:30pm

Expecting the Unexpected: Super Tuesday and Beyond


Benn Eifert, Managing Member and CIO, QVR  Advisors   

Vishnu Kurella, Senior Portfolio Manager, Macro Strategies, Citadel              

12:30pm – 1:45pm

Lunch and Networking (outside on the patio)

1:45pm – 2:30pm

The Strategic Use of Derivatives in Pension Plans and Endowments

James Walton, Investment Advisor, River and Mercantile

James Walton Presentation


2:35pm – 3:00pm

Target Outcome Investments: Using FLEX Options in Packaged Products

Karan Sood, CEO & Managing Director, Head of Product Development, Cboe Vest


3:00pm – 3:30pm

Coffee Break

3:30pm – 4:15pm

Mitigating Tail Risk in a Crowded Short Volatility Trade

James Koutoulas, CEO, Typhon Capital Management

James Koutoulas Presentation

Is the Short Volatility Trade Too Crowded? The Evolution of Volatility Risk Premium

Scott Phillips, Founder and Chief Investment Officer, Lavaca Capital LLC

    4:15pm – 4:45pm

    Session Break with cocktails

    4:45pm – 5:30pm

    Customizable Solutions & Innovations in the Insurance Space

    Sheryl J. Moore, Chief Storyteller, Moore Market Intelligence

    5:30pm – 7:00pm

    Cocktail Reception - Calusa prefunction

    7:30am – 8:45am

    Breakfast - Calusa Ballroom prefunction

    9:00am – 9:45am

    The Morning After: Analysis of Super Tuesday Results and What It Means for November

    David Bockorny, Executive Chairman and CEO, Bockorny Group, Inc. Washington DC                                             

    9:45am – 10:00am

    Coffee Break

    10:00 – 10:45am

    Capital Efficiency: Understanding the Benefits of Customer Portfolio Margin

    John Hiatt, Vice President, Research, Cboe Global Markets                                        

    Mauricio Izurieta, Director - Equities Asset Management Services, Bank of America Merrill Lynch Financing & Clearing

    Lisa Shemie, Associate General Counsel, Cboe Global Markets

    Lisa Shemie Presentation

    Scot Warren, Executive Vice President and Chief Operating Officer, OCC                          

    10:45am – 11:00am

    Coffee Break

    11:00am – 11:45am

    Beyond VIX: Data-Driven Market Implied Risk

    Jeff Greco, Senior Director, Milliman

    Jeff Greco Presentation

    11:45am – 12:00pm

    Session Break

    12:00pm – 12:45pm

    Modernizing Credit:  A New Toolkit for Today's Market

    Joyce Choi, Director, Fixed Income Product Strategy, BlackRock 

    Nick Godec, Index Product Manager, IHS Markit                                

    Philip (Felipe) Toews, CEO, Toews Corporation 

    Philip (Felipe) Toews Presentation

    12:45pm - 1:00pm

    Closing Remarks

    The views of third party speakers and their materials are their own and do not necessarily represent the views of Cboe Global Markets, Inc.
    or any of its subsidiaries or affiliates (collectively Cboe). Third party speakers are not affiliated with Cboe. Third party presentations should not be
    construed as an endorsement or an indication by Cboe of the value of any non-Cboe product or service described in those presentations.

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