The Montréal Exchange and OIC invite you to expand your options knowledge by attending our Options Education Day in Montréal on September 11, 2010.

Cost is $45 CAD plus applicable taxes.
Breakfast and lunch are provided.
Limited seating. No registration on site.

Montréal
September 11, 2010
Centre Mont-Royal
2200 Mansfield Street
Montréal, Quebec H3A 3R8
(Click here for directions)

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 - Seminars in English

9:00 a.m. to 12:15 p.m. – Advanced Options Strategies – OIC instructor Peter Lusk
(with a break from 10:30 a.m. to 10:45 a.m.)

This seminar will take you beyond the fundamentals of buying or selling calls and puts. After a review of basic concepts, Peter will guide you into the world of spread strategies. Learn how truly flexible options are, and how these limited risk spreads might fit into even the most conservative portfolios. Peter will also discuss straddles and strangles, and the nature of volatility. Learn about ways to repair an existing stock position that’s moved against you. An understanding of the basics, as well as limited experience trading options, will help you make the most of this seminar.

12:15 p.m. to 1:15 p.m. – Lunch

1:15 p.m. to 2:45 p.m. – The Collar Strategy – OIC instructor Peter Lusk

This session is one a stock investor shouldn't miss. You'll learn how the cost of a protective put can be partially or completely offset by the sale of a call option, with a little room left on the upside for potential profit. The strategy is called a collar and is designed to outperform a buy and hold strategy during neutral markets following a period of appreciation. If you are looking to protect accrued profit on shares that you already own, you might want to consider the collar strategy.

Package 2 - Seminars in French

9:00 a.m. to 12:15 p.m. – Introduction to Option Trading – MX instructor Martin Noël
(with a break from 10:30 a.m. to 10:45 a.m.)

Martin will focus on options fundamentals for the novice options investor. He will cover essential concepts and terms of options contracts as well as their risk/reward characteristics. Learn about buying and selling calls and puts, how to profit from an expected up or down movement in a stock's price with limited risk, and how to generate income from a stock you already own that doesn't seem to be going anywhere.

12:15 p.m. to 1:15 p.m. – Lunch

1:15 p.m. to 2:45 p.m. – Covered Call Writing – MX instructor Martin Noël

Martin delves into the topic of covered call writing and discusses some of the motivations behind using this strategy in trading options. You'll also learn about some common misconceptions about covered writing. Martin will share some points to consider when putting together your own personalized plan for using this neutral to slightly bullish strategy.

Common Sessions in French

2:45 p.m. to 3:00 p.m. – Break

3:00 p.m. to 4:30 p.m. – Like the Pros... – MX instructor Richard Audet

This seminar will review what one should know and do in order to trade options like professionals do. Richard will take you through the steps required to be fully prepared to execute your own trades. Guidelines and rules will also be explored in order to strengthen your understanding of what is essential in becoming a successful trader.

4:30 p.m. to 5:30 p.m. – Introduction to the Canadian Futures Market – MX instructor François Vendette

Learn the dynamics of the Canadian futures market and how the S&P/TSX Composite Index Mini Futures can be integrated into a portfolio. This seminar will teach investors how futures can be used to create a leveraged position with a directional view or for portfolio hedging purposes.