Equities Leaders Summit USA 2027 takes place from 25 to 27 January 2027 at Pier Sixty-Six in Fort Lauderdale, Florida, opening with a Buy-Side Only Summit on 25 January. The 2025 and 2026 editions were held at the JW Marriott Marquis Miami.
The event is organised by Worldwide Business Research (WBR), which has run capital markets conferences since 2001 and also produces TradeTech and FIMA. It is aimed at heads of equity trading at asset managers, hedge funds and other institutional investors, alongside brokers, exchanges and trading technology providers. WBR's sponsorship page cites more than 300 heads of equity trading and 50+ speakers.
Published 2027 themes include agentic AI, 23/5 trading, liquidity, market structure and tokenisation, with AI Labs, buy-side working groups, receptions and scheduled meetings. Speakers and sponsors have not yet been announced; the 2027 advisory board includes Larry Tabb (Bloomberg Intelligence), Simon Cohen (Morgan Stanley Investment Management), Jason Lenzo (Russell Investments) and Jesse Forster (Texas Stock Exchange).











