Shawn Cruz
Head Trading Strategist and Director of Derivative Strategy
TD Ameritrade, Inc.
As Head Trading Strategist and Director of Derivative Strategy, Shawn is responsible for overseeing the development of the trader offering at TD Ameritrade, Inc. with a focus on products and platforms. He is also a regular contributor to shows on TD Ameritrade Network, media affiliate of TD Ameritrade, Inc., and appears frequently on media outlets such as CNBC and Yahoo Finance. Shawn joined TD Ameritrade in 2011, and over the course of his tenure, he has held positions in Client Services, Education, Product Development, and Market Structure. Shawn graduated from Illinois State University with a BBA in finance and economics and earned an MBA from the University of Chicago’s Booth School of Business. He holds Series 7, Series 24, Series 63, and Series 66 industry licenses. Before attending Illinois State, he served as an infantryman in the United States Marines Corps. He is based in Chicago.
Joe DeSipio, CFA®, FRM
Managing Member and Chief Market Strategist
Arin Risk Advisors
As Managing Member and Chief Market Strategist, Joseph DeSipio leads strategy design, risk management, and intermediary training sessions. He previously held Strategist and Lead Portfolio Manager positions with SEI Investments, Evergreen Investments, Wachovia and Vector Capital Management, Inc. He founded Evergreen Investments’ Options Strategy Group in Philadelphia, Pennsylvania where his team of investment professionals delivered customized position and risk overlay management to trusts, high net worth individuals and non-profit organizations. He serves as co-portfolio manager for the Arin Large Cap Theta Fund. This fund generally maintains a long volatility bias while attempting to avoid many of the pitfalls associated with volatility linked products. DeSipio earned a Bachelor of Science degree from Indiana University of PA and Master of Arts degree in Economics from Temple University. He is a CFA charterholder and a Financial Risk Manager.
Adam Hoffman
Managing Director of Operations
IMC Financial Markets
Adam Hoffman is the Managing Director of Operations for IMC Financial Markets. After joining IMC in 2010 Adam worked in various trading roles in the firm’s Chicago and Amsterdam offices as a market maker in commodity and index options, futures, and ETFs. From 2017 to 2021 he was responsible for executing IMC’s expansion in the retail options wholesaling marketplace. Adam received his Bachelor’s degree in Economics & Philosophy from Columbia University and holds FINRA Series 4, 7, 24, and 27 licenses.
Matt Moran
Head of Index Insights
Cboe Global Markets
Matt Moran is Head of Index Insights at Cboe Global Markets. In this role, Moran is focused on the exchange's educational efforts for pension funds, Registered Investment Advisors (RIAs), mutual funds, and other institutional investors. He has traveled to more than 100 cities worldwide to educate investors and deliver financial presentations. Prior to joining Cboe, Moran served as Trust Counsel at Harris Bank and Vice President at the Chicago Mercantile Exchange. He is an associate editor of The Journal of Beta Investment Strategies and has written articles for several financial publications, including The Journal of Trading and The Journal of Alternative Investments. Moran holds MBA and JD degrees from the University of Illinois at Urbana-Champaign.