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


Retail Trading Advisory Committee

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


Betterment Securities, LLC
E*TRADE Securities LLC
Fidelity Investments, Inc.
Interactive Brokers, LLC (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 Committee

The IEX Buyside Trading Advisory Committee 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.

The Committee 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.


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

Franklin Templeton Companies LLC

David Lewis

Glenmede Investment Management LP

Melissa Hinmon

Janus Capital Management LLC

Dan Royal

The London Company of Virginia LLC

David Brooks

Lord Abbett

Andrew Khatri

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 Committee

The IEX Asset Owner Market Structure Committee 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.


Arizona State Retirement System

Cole Smith


Alex Keszthelyi

Caisse de dépôt et placement du Québec

Daniel Bisaillon

California State Teachers’ Retirement System

Jason Crawford

Ensign Peak Advisors

Matthew Stanley

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 Retirement System

Casey High

Ohio Public Employee Retirement System

Joan Stack

Ontario Municipal Employees Retirement System

Rob Gouley

Ontario Teachers’ Pension Plan

Craig Hurl

State of Wisconsin Investment Board

Damian Maroun

Employees Retirement System of Texas

Michael Clements

Teacher Retirement System of Texas

Jaime Llano

Wyoming Retirement System

Sam Masoudi