Councils

Our advisory councils convene a diverse set of partners from across the investing ecosystem to inform our priorities and thinking around industry topics.

Retail Trading Advisory Council

The IEX Retail Trading Advisory Council has been established to bring together representatives of a diverse group of Retail Brokers to: 1) Inform IEX policy and priorities, and 2) Evaluate the impact of potential or proposed regulatory changes on the retail investing community.

Members

Betterment Securities, LLC

E*TRADE Securities LLC

Fidelity Investments, Inc.

Interactive Brokers, LLC

Public.com (Open to the Public Investing, Inc)

RBC Capital Markets, Inc.

Robert W. Baird & Co.

Robinhood Securities, LLC

TD Securities, Inc.

TradeStation Securities, Inc.

Wells Fargo Securities, LLC

Buyside Trading Advisory Council

The IEX Buyside Trading Advisory Council was established to bring together representatives of a diverse group of buyside institutional investors and asset owners for the purpose of better informing IEX Exchange policy in terms of their impact on these stakeholders, and to evaluate the impact of potential or proposed regulatory changes.

Scope

The Council considers matters such as:

  • Consultation on proposed new order types, market rules, the introduction of new products and product enhancements, and pricing of services.
  • Consideration of the impact of new regulatory requirements on buyside participants and proposals for regulatory changes.
  • Policies and programs to enhance the efficiency and effectiveness of the IEX market, consistent with the goals of fair access, market integrity, transparency, and avoidance of conflicts of interest.
Members

Baillie Gifford & Co.
Adam Conn

Brandes Investment Partners LP
Joe Scafidi

The Capital Group Companies Inc
Peter Stutsman

Columbia Management Inv Advisers LLC
Matt Waldner

Dimensional Fund Advisors LP
Scott Van Pelt

Fidelity Management & Research Co
Marc Bousquet

Glenmede Investment Management LP
Melissa Hinmon

Janus Capital Management LLC
Hugh Spencer

The London Company of Virginia LLC
David Brooks

Lord Abbett
Matt Jones

Maverick Capital Ltd
Andy Lentz

Pershing Square Capital Mgmt LP
Ramy Saad

Southeastern Asset Management Inc
Doug Schrank

T. Rowe Price Associates Inc
Mehmet Kinak

The Vanguard Group Inc
Michelle Louie

Voya Financial, Inc.
Jon Clark

Asset Owner Market Structure Council

The IEX Asset Owner Market Structure Council has been established to bring together representatives from a diverse group of asset owners for the purpose of coordinating industry engagement and policy advocacy on issues of common interest in equity trading and market structure in order to improve outcomes for their millions of beneficiaries.

Members

Arizona State Retirement System
Cole Smith

Caisse de dépôt et placement du Québec
Daniel Bisaillon

California State Teachers’ Retirement System
Jason Crawford

Employees Retirement System of Texas
Michael Clements

Ensign Peak Advisors
Matthew Stanley

Illinois Municipal Retirement Fund
Mike Lowery

Public School Retirement System of Missouri
Frank Aten

Pennsylvania Public Schools Employees’ Retirement System
Christopher Baker

State of New Jersey Division of Investment
Michael Wszolek

New York State Common Retirement Fund
Brian Siary

North Carolina Department of State Treasurer
Rhonda Smith

North Carolina Retirement System
Casey High

Ohio Public Employee Retirement System
Joan Stack

Ontario Municipal Employees Retirement System
Rob Gouley

State of Wisconsin Investment Board
John Burkhartzmeyer

Teacher Retirement System of Texas
Jaime Llano

Wyoming Retirement System
Sam Masoudi