As a member of the CME, CBOT, and CBOE, Noel has over 25 years of experience trading volatility, market-making, and managing risk.

Today, Noel is Managing Partner and the Chief Investment Officer of Convex Asset Management, as well as the Head of Options Trading at Tanius Technology.

As a founding member of Third Millennium Trading in 1996, Noel led the firm to become one of the largest U.S. equity options market-makers, backing over 65 traders on major exchanges.

Noel is a respected expert in options, stocks, bonds, ETPs, commodities, futures, and volatility. As a quantitative investor and risk manager, he is versed in high-frequency trading (HFT), relevant market structure and the underlying technology.

Mark Says: Noel is one of the smartest traders I’ve ever met. And he’s doing things that will help our customers play chess when the rest of the market is playing checkers.

Kevin’s primary coverage at the Schwab Network encompasses equities, options, and commodity markets.

Before his current role, Kevin managed a derivatives desk, educating clients through both hedging and speculative strategies using options and futures. 

Additionally, he managed Fixed Income Trading at optionsXpress prior to its integration with Charles Schwab.

Oh, and he holds a Master's in Data Analytics.

This unique blend of data analytics proficiency coupled with deep market insight underscores Kevin's distinct approach to financial analysis.

Kevin’s topics in Chicago will include:

- Futures positioning and its impact on equities

- How to leverage that futures data for options trades for indexes and energy

- And how to use liquidity tools for options trading

Mark Says: Kevin is one of the most insightful traders you will ever meet. He knows futures flows, option flows and option positioning

Scott is President of Nations Indexes, the leading independent developer of domestic and international option-enhanced investment products meant for mainstream investors, as well as bespoke volatility index products for institutional investors.

His specialties include proprietary index option trading, creation of option-based and option-enhanced investment vehicles.

For instance, Nation’s Indexes suite of volatility indexes help investors fully understand what option markets have to say. VolDex (Ticker: VOLI) measures implied volatility as most professionals do, TailDex (Ticker: TDEX) is a unique measure of the cost of crash protection, CallDex measures the normalized cost of call options and PutDex does the same for put options. By deconstructing skew in this way, Nations volatility indexes provide invaluable insight.

Scott appears on CNBC, the leader in business TV, as an on-air contributor. He is also the author of several books including his most recent, the best selling "A History of the United States in Five Crashes" which is a general-interest history of the five modern stock market crashes. Amazon has named it an 'Editor's Pick' in history.

Mark Says: Scott’s indexes are great ways to evaluate volatility – and I guarantee attendees will take something away from this session that will translate into profits.

Jim Carroll is … The Vixologist. Jim’s popular Twitter account boasts a following of nearly 25,000. And many of you hear him regularly on the Option Insider Network.

The catalyst for Jim’s popularity are his systematic ETF strategies and keen insights on volatility trends in public markets.

And his career track record of helping others profit.

While today he serves as a Senior Wealth Advisor and Portfolio Manager. In 2003, he founded Long Run Capital Management to manage investments for high-net-worth families and related trusts and charitable vehicles.

In addition to working in wealth management, his previous experience includes a stint as Chief Financial Officer of a NASDAQ-listed company and 16 years as an investment banker.

Mark Says: I love this guy. He’s one the foremost experts on VIX behavior. And whenever he writes something, it’s an automatic must-read for me.

Mike is a financial advisor who is not afraid to use options.

With more than 15 years experience in the ­financial arena, Mike has developed keen expertise in Equity Derivative Options – with a focus on wealth management.

As the author of “Go Long…New Option Strategies for Buy and Hold Investors”, Mike has a unique approach to investing that is not often seen in today’s environment.

In 2009, Mike decided to go down the path of helping individual investors as a financial advisor. At RCM, he is responsible for Wealth Management and various derivative option portfolio management.

He is also active in the financial news media. He is a co-host on “The Option Block”, a bi-weekly podcast available on iTunes and has been quoted in The Wall Street Journal.

Fun fact, Mike also briefly played in the NFL.

Mark Says: He manages my kids’ money. Enough said.

Bill brings summit attendees extensive experience in the financial industry as an advisor, trader, and manager. He started his career as an investment banking analyst but quickly left for the fast-paced world of commodity trading in 2007. He got his start as a Market Strategist at Lind Waldock’s Chicago Board of Trade office.

When Lind Waldock was purchased by MF Global, he began running his own trade desk there in 2009. In 2011, he took a role as the Chief Market Strategist at iiTRADER.

Bill founded Blue Line Futures in 2017 with the goal of providing traders with consistent, reliable, and actionable research. Blue Line Futures also helps retail, professional and institutional traders find a trading solution to best fit their personal needs.

In 2019, he founded Blue Line Capital, a registered investment advisor, to serve as a wealth solution for established and new relationships. He is a contributor on CNBC and Fox Business.

Mark Says: Bill is a regular speaker at our events – because he always brings what’s next – like investing in Crypto in 2017. What he does with futures and his forecasting are an invaluable asset to me – and everyone at Option Pit (whether they know it or not).

Russell is a highly regarded strategist, educator and consultant – among other things he is perhaps best known as the author of Trading VIX Derivatives, the textbook in the space.

Russell spent a decade at CBOE, including a stint as director of education at The Cboe Options Institute. He has a 25-year career, which includes buyside firms such as Balyasny Asset Management, Caldwell & Orkin, and Millennium Management.

In addition to his duties at EQD, Russell is an associate clinical professor of finance at Indiana University’s Kelley School of Business.

Finally, Russell earned a PhD in 2021 from Oklahoma State University where his dissertation, “The Impact of Firm Reputation and Visibility on Portfolio Manager Decision Making,” focused on heuristics and decisions made by professional portfolio managers.

Mark Says: Dr. VIX! Russell brings an academic approach – and unique trading idea and every time he presents. And he’s a great trader, to boot.

A distinguished financial journalist and television host, Olivia Voz made her mark with successful volume trading strategies. After graduating Roanoke College with a degree in International Relations, her professional journey kicked off as a trading assistant at a Wall Street private placement firm.

Her prowess in client relations and finance made a seamless transition to becoming a reporter at the NYSE. There, she interviewed best selling authors, and high performing traders and economists, such as Peter Tuchman and Jim Rickards, who gave her the nickname ‘The Voz’.

Olivia has been the face of Modern Wall Street and Money Morning, has appeared on numerous networks including Yahoo Finance, Bloomberg and Sirius XM Business Radio.

She’s known for using the volume profile as the center of her bold claims, market predictions and trades.

Mark Says: Many of you know Voz -- and everyone who does loves her. That's for good reason -- she routinely turns the last of hour of the day into the most profitable ... and she'll do it in-person at Option Pit Summit 2024.

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