Saturday, November 30, 2019

8:30 a.m. to 4:00 p.m.

Fairmont Waterfront
900 Canada Place Way
Vancouver, BC
V6C 3L5

Register Now

Sunday, December 1, 2019

8:30 a.m. to 4:00 p.m.

The Westin Calgary
320 4 Ave SW
Calgary, AB
T2P 2S6

Register Now

In Collaboration with

CIBC Investor's Edge


8:30 a.m. to 9:00 a.m.

Registration and check-in

9:00 a.m. to 10:00 a.m.

Adding Options to your Book of Knowledge

Speaker: Richard Ho

Individual investors often have more investment options than they realize. This session will introduce you to a whole new world of opportunities as we present the building blocks of options trading, including terminology and concepts for a couple of option strategies that you can start applying right away in your RRSP and margin accounts.

10:00 a.m. to 10:15 a.m.


10:15 a.m. to 11:15 a.m.

Using Options to Overcome Fear and Emotional Obstacles

Speaker: Patrick Ceresna

The psychological aspect of investing is often a major obstacle for investors to overcome and master. It is important to think of options as a valuable tool that can help you manage emotional obstacles. We will take a deeper dive into understanding various option strategies, such as options collars, and when they should or should not be used.

11:15 a.m. to 11:30 a.m.


11:30 a.m. to 12:00 p.m.

CIBC Investor’s Edge Platform Demo

Speaker: Robert Vitullo
12:00 p.m. to 1:00 p.m.


1:00 p.m. to 2:00 p.m.

Enhancing Your Equity Positions with Options

Speaker: Tony Zhang

Income from options can be utilized to enhance equity investments by adding income streams to both the entry and holding periods of equity positions. Learn how to enter equity positions at a discount with cash-secured puts by generating income as you acquire stocks. Furthermore, add yield to your equity positions by selling covered calls to systematically take profits when stocks rally. See how OptionsPlay with automated reports can cut hours of research time down into minutes to help you generate income on your positions.

2:00 p.m. to 2:15 p.m.


2:15 p.m. to 3:15 p.m.

Understanding Options Pricing and the Greeks to Optimize your Trading Narratives

Speaker: Patrick Ceresna

Picking the right strike price and duration on an option is critical to your trading and investing success. Understanding how an option is priced and how different options behave is critical to building asymmetric trades. Join Patrick Ceresna for a deep dive into how options are priced, how they behave, and how to build a trade that is aligned with your investment narratives.

3:15 p.m. to 4:00 p.m.

OptionsPlay: Q&A with Stock Analysis Session

Speaker: Tony Zhang

See a platform demonstration of the powerful OptionsPlay tool and services, and obtain free access from TMX at this exclusive event! We will answer all your options platform questions and have a lightening round, in which we will analyze your symbols live on stage to show you the power of OptionsPlay!

4:00 p.m.

End of the conference

In an effort to be environmentally friendly, MX will not be providing hard copies of the presentations. Feel free to bring your electronic device on site, as it will be possible to view and download some through complimentary WiFi.