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The Montréal Exchange and OIC invite you to expand your options knowledge by attending our Options Education Day in Montréal on September 13, 2014.

  • Cost is $45 CAD plus applicable taxes.
  • Breakfast and lunch are provided.
  • Limited seating. No registration on site.
Montréal
September 13, 2014
Le Westin Montréal
270 Saint Antoine W.
Montréal, Quebec H2Y 0A3
(Click here for directions)

Program

8:30 a.m. to 9:00 a.m. – Breakfast

Investors will be able to choose from one of the two following packages:

Package 1

9:00 a.m. to 12:00 p.m. – Introduction to Options Trading Workshop – OIC instructor Joe Burgoyne
(Break from 10:15 a.m. to 10:45 a.m.)

The options market is so often overlooked that many investors do not even realize the opportunities they are missing out on! This workshop is an introduction to the stimulating world of options and will walk the investor through all the vital components needed to start trading options including; terminology, essential concepts and pricing variables. This workshop is an interactive learning experience that teaches options fundamentals through the use of classroom-style lecture, group discussions and worksheets. The attendees will be provided with a practical, hands-on experience – allowing them to take their options knowledge to the next level!

12:00 p.m. to 1:00 p.m. – Lunch
1:00 p.m. to 2:30 p.m. – Guide to Weekly Options – MX instructor Patrick Ceresna

Waiting for options to expire may become a thing of the past! Join Patrick Ceresna as he demonstrates how investors can effectively integrate weekly option strategies into their existing trading and investing approach! Patrick will establish how traders and investors alike can take advantage of volatility with less capital or hedge against immediate short term risk without having to purchase a full month's worth of premium! Investors will be taught the trading characteristics and contract specifications of the weekly option series along with the options strategies that capitalize on the qualities specific to weekly options!

Package 2

9:00 a.m. to 12:00 p.m. – Fundamental and Technical Analysis for Options Trading (in French) – MX instructor Martin Noël
(Break from 10:15 a.m. to 10:45 a.m.)

Learning how to make use of fundamental and technical analysis is a key component of a successful advanced options trading strategy. This workshop will demonstrate how combining these different schools of thought can help investors benefit from their strengths. This workshop seeks to present advanced option strategies, such as ratio spreads, time spreads and credit spreads while providing the knowledge needed to apply a well-structured analysis.

12:00 p.m. to 1:00 p.m. – Lunch
1:00 p.m. to 2:30 p.m. – Call Adjustments: Rolling with the Market – OIC instructor Joe Burgoyne

Buying a call option offers an investor the opportunity to capitalize on the upside of a stock or ETF, but what happens to the call buyer when things go south? This seminar features a range of alternative strategies available when market situations dictate changes to the investor's original forecast. The course will cover defensive call rolling, as a means to maintain the original forecast as well as risk-reducing spread tactics. The attendee will also learn how to convert a long call position to a spread, calculate a new break-even point, limit risk and repair a call purchase that is underperforming in expectations.

2:30 p.m. to 3:00 p.m. – Break "Meet the Sponsors"

Common Workshop in English

3:00 p.m. to 4:30 p.m. – The Unintended Consequences of Tapering – MX instructor Patrick Ceresna

No one expected the exit from quantitative easing to go smoothly, yet initially there has been surprisingly little volatility. The Federal Reserve is removing large amounts of liquidity from an equity market that has become dependent on easy money. As Canadians we have considered ourselves independent of our American neighbors, but will there be unintended consequences on Canadian investors? This session will connect cause with effect in an attempt to uncover the amount of damage caused by the tapering and whether there will be collateral damage to investors down the road. Join Patrick Ceresna as he puts forward a series of option strategies that can help investors walk through the tapering minefield.

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