What's New & What Happens


The Montréal Exchange invites you to enhance your options trading skills by attending our Options Education Day in Vancouver on Saturday, October 15, 2016.


Cost

  • Cost is $45 CAD plus applicable taxes
    (breakfast and lunch included).
  • Limited seating. No registration on site.



Location

Fairmont Pacific Rim
1038 Canada Place
Vancouver, B.C.
V6C 0B9
(Click here for directions)


Register


Sponsors

Logos



Program

8:30 a.m. to 9:00 a.m. – Breakfast

Investors will have the choice between one of the two packages below:


PACKAGE 1

9:00 a.m. to 10:30 a.m.
Introduction to Options Trading
Instructor: Jason Ayres

Join Jason Ayres as he demystifies the options market by outlining important trading characteristics and considerations and discuss 4 simple strategies investors can use inside and outside registered accounts to enhance returns, manage risk and increase cash flow.



PACKAGE 2

9:00 a.m. to 10:30 a.m.
Evaluating Options Price Sensitivities
Instructor: Patrick Ceresna

The Options Greeks are a recurrent theme when discussing options trading as they are essential risk measures of an option price. Understand how volatility and time influence your profitability when implementing strategies like buying calls and puts, spreads and income strategies like covered call writing and selling puts.


10:30 a.m. to 11:00 a.m. – Break
11:00 a.m. to 12:00 p.m.
Give Yourself More Options with Weeklies
Instructor: Jason Ayres

Weekly options strategies offer better compounded returns. Take advantage of specific event driven opportunities with less capital and hedge against immediate short term risk at a reduced cost. Join Jason Ayres as he builds on the concepts and outlines the trading characteristics and contract specifications of the Canadian weekly option series. Discover how you can effectively integrate weekly option strategies into your existing trading and investing approach.

11:00 a.m. to 12:00 p.m.
Trading The Canadian Options Market: The Liquidity Myth
Instructor: Patrick Ceresna

Join Patrick Ceresna as he discusses the Canadian options market. Learn to better understand the market makers in the Canadian market and the trends in volume and spreads. Further explore the more liquid options in Canada and the importance of considering currency trends when deciding to trade in the inter-listed Canadian companies.

12:00 p.m. to 1:00 p.m. – Lunch


KEYNOTE SPEAKER — Alan Grigoletto

1:00 p.m. to 2:00 p.m.
The Put Spread Collar

The beauty of listed options is that they can be adapted to construct the type of income or protection required for an investor's particular stock, index or portfolio. This lecture will focus on a less costly way to protect a position with the put spread collar. The put spread collar is a combination of several income and protective strategies, including covered calls and protective puts. We will demonstrate the risks and rewards for each of these spreads using the Montreal Exchange Trading Simulator.


2:00 p.m. to 2:15 p.m. – Break


PANEL — Options as a Portfolio Management Tool

2:15 p.m. to 3:45 p.m.
Moderator:Jason Ayres, DMS — President, Learn To Trade GlobalSpeakers:Alan Grigoletto — Consultant, Grigoletto Consulting Group
Patrick Ceresna, CMT DMS CIM — Chief Derivative Market Strategist, Learn To Trade Global
Chris Thom, CIM DMS FCSI — Portfolio Manager, Odlum Brown Limited

Join us to discuss the different ways our instructors – portfolio manager or former professional traders – use options in their portfolios. From income generating strategies to hedging equity or currency exposure, options provide investors with flexibility to better manage market risks.


4:00 p.m. – End of session