VANCOUVER May 28, 2015

Check RSVP before Friday, May 22, 2015.


PoI Location

The Pan Pacific Hotel

300-999 Canada Place
Vancouver, British Columbia
V6C 3B5


Conference: Crystal Pavillon A
Lunch: Crystal Pavillon BC
Cocktail: Crystal Pavillon Foyer


Note that continuing education (CE) credits will be granted for all sessions after the event.

9:30 a.m. Managing the Effects of Volatility

This presentation will discuss the impacts of volatility and give an overview of where we were, where we are and where we are going. Participants will learn how to analyse historical and implied volatility and get introduced to the volatility skew (exercise price) and term structure (expirations). Tactical options strategies will also be presented to take advantage of high and low volatility environments, as well as how to hedge against it using index and single stock options.


Patrick Ceresna
Chief Derivatives Market Specialist,

11:30 a.m. Break

11:45 a.m. Lunch / Welcoming Address


Gladys Karam
Director, Equity Derivatives, Financial Markets, Montréal Exchange

Eric Cott
Director of Financial Advisor Education, The Options Industry Council

1:00 p.m. Break

1:15 p.m. The Road Ahead: What's Next for Canadian Investors?

The relationship between oil prices and consumer behaviour, quantitative easing in Europe and Japan, currency volatility and political unrest in the Middle East are major investment themes for 2015. Richard Croft's presentation will focus on macro challenges and their impact on Canadian investors. He will provide participants with a road map that sets the minefields and posits an investment thesis to help you achieve positive returns in a challenging economic environment.


Richard Croft
President, R.N. Croft Financial Group Inc.

2:15 p.m. Break

2:30 p.m. Hedging Techniques Using Options

A panel of seasoned investment advisors from Canada and the United States will provide their insights into how and why clients are benefiting from hedging strategies. The practitioners will also discuss highlights and key findings from the recent OIC study conducted by Bellomy Research in the United States on Advisors' use of options.


Eric Cott
Director of Financial Advisor Education, The Options Industry Council


Dominick Paoloni
CIO & Founder, IPS Strategic Capital

Nick Piquard
Vice President, Portfolio Manager and Options Strategist, Horizons ETFs Management (Canada) Inc.

Christopher Thom
Portfolio Manager, Odlum Brown Limited

3:30 p.m. Meet the Market Makers

The Canadian options market is a complex ecosystem in which different market participants must co-exist. Meet the market makers of the Montréal Exchange as they demystify their role and business model. Investment professionals will gain a better understanding of options trading mechanics, helping them achieve better trade execution. Our experts will also discuss the particularity of the Canadian options market and the challenges they must face every trading day of the year.


Josiane Lanoue
Senior Manager, Business Development Equity Derivatives, Montréal Exchange


Jeffrey Polzin
Risk Manager, Wolverine Trading

Steve Sosnick
Equity Risk Manager, Timber Hill

4:30 p.m. Cocktail

Registration – Vancouver