2025 Carolina Security Traders Association
Annual Conference

November 12-14, 2025

Charleston, SC

Wednesday, Nov 12th

3:00 PM
3:00 PM – 5:00 PM
Crown Foyer (2nd floor of Hotel Bennett)
5:00 PM – 7:00 PM
7:00 PM – 10:00 PM
Crown Ballroom

Thursday, Nov 13th

8:00 AM – 9:00 AM
Crown Foyer (2nd floor of Hotel Bennett)

9:00 AM – 12:00 PM
Crown Foyer (2nd floor of Hotel Bennett)

ATS Unplugged: Trading in the Shadows (Legally!)
ATS / Electronic Trading Panel Moderator: Scott Richard, VP Global Head of Sales & Strategy, S3 Matching Technologies | Ralston Roberts, Head of Global Markets, Velocity Clearing| John Graf, Head of Equities Market Development, NYSE | Jeff Mendl, OTC Markets Group, VP, Head of Sales | Sean Spector, Business Development, OneChronos | Matt Brown Director of Sales and Trading, Blue Ocean Technologies |
Jimmy McGrail Managing Director, Business Development & Liquidity Strategy

ETFs: Complexity, Liquidity, and Share Classes?
ETF Panel Moderator: Aaron Kehoe QwikRoute ETF Sales and Trading | Naomi DePina GTS Sales and Trading | Denys Teslenko Virtu Financial ETF Trading | Rob Satzger Citadel, Head of Institutional Equity Transaction Sales
Keynote: Michael O’Rourke, CMT, Jones Trading Chief Market Strategist Michael O’Rourke authors “The Closing Print”, a close of day in-depth analysis of market activity which provides quality intelligence that “tees-Up” the next day’s trading. Mr. O’Rourke was a Portfolio Manager and U.S. Strategist at Marshall Wace Asset Management and served as Chief Market Strategist at BTIG. He began his career at the Spear, Leeds & Kellogg division of Goldman Sachs. He regularly contributes to media including: Barron’s; The Wall Street Journal; Business Week; Bloomberg Television and Radio; Fox Business Network; and CNBC.

12:00 PM – 8:00 PM
Enjoy all that Charleston has to offer, including a great food scene! Grab some dinner before you head over to the afterparty.

8:00 PM – 11:00 PM
Join us for live music and drinks!

Friday, Nov 14th

10:00 AM
10:00 AM – 11:00 AM

2025 will be another exciting year for the Carolina Security Traders Association (CSTA). Once again, we’re offering sponsors an annual commitment to maximize corporate exposure at our CSTA conference and other events throughout the year.

For sponsorship opportunities, please complete the form at the link below at your earliest convenience. If you have questions, please contact David Pilla (dave.pilla@opco.com).

Platinum Sponsors

Gold Sponsors

Silver Sponsors

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