Date: Wednesday, November 21, 2018
Time: 09:00 AM Eastern Standard Time
Duration: 8 hours
The Montréal Exchange and TD Direct Investing jointly invite you to learn more about options trading by attending our 1st annual digital Options Education Day.
This full-day of options themed event is open to all levels of investors who are interested to learn about the foundational concepts of options trading to building complex options strategies in their investment portfolios. A series of options topics will be covered throughout the day, and our TD Direct Investing, Montréal Exchange and special guest speakers will be on deck to answer your questions live!
9:00 a.m. – 10:00 a.m.
Options: The Essential Tool for Achieving Your Investment Goals
Instructor: Jason Ayres, Montreal Exchange
Learn how to use options to manage risk and enhance cash flow beyond the traditional approach to investing. Jason Ayres will introduce you to a variety of option strategies that you can use to help reach your specific investment goals.
10:00 a.m. – 11:00 a.m.
Options as a Portfolio Management Tool
Instructor: Patrick Ceresna, Montreal Exchange
Going fast or slow, up or down in any market, you need to be flexible and adapt to anything the market throws at you. Build your portfolio in a way that can help you shield it through the bad times and conquer the profits through the use of options. Patrick Ceresna will demonstrate how you can use options to better manage your portfolio.
11:00 a.m. – 12:00 p.m.
Tactically Executing Options Strategies
Instructor: Jeremy Lai, TD Securities
Executing an effective options strategy often comes down to your understanding of how to navigate the options market. Whether it's a consideration of volatility or recognition of market making activity, Jeremy Lai will discuss some of the key topics market participants consider when trading options as well as debunking some of the ongoing options trading myths.
12:00 p.m. – 1:00 p.m.
Options Trading with TD Direct Investing
Instructor: Jian Lu, TD Direct Investing
Learn about the options tools and order entry functions on TD Direct Investing's WebBroker and Advanced Dashboard. Whether you just want to learn about how to place a basic options trade or enter a complex multi-leg options spread order, we got you covered!
1:00 p.m. – 2:00 p.m.
Using Technical Analysis to Help with Your Options Trading
Instructor: Tony Zhang, OptionsPlay
Technical analysis is a skill that can be applied to virtually any tradable product, from stocks, ETFs, commodities, interest rates or forex. You can also apply technical analysis from a short-term perspective to a longer-term time frame. It is a valuable skill to have in a trader's toolkit. In this session, Tony Zhang will show you how you can combine technical analysis along with your options trading through the use of OptionsPlay, an analytical platform that simplifies options trading and technical analysis for everyone! At the end of the session, you will have the chance to ask Tony questions about your Canadian stock holdings!
2:00 p.m. – 3:00 p.m.
Tailoring Your Options Trade Strategy Using Implied Volatility
Instructor: Sarah Potter, SheCanTrade.com
Learn the effects implied volatility has on your options strategies, and how you can adjust your strategies to take advantage of changing implied volatility. Learn 3 tips for adjusting your short term and long term trades based on current market volatility.
3:00 p.m. – 4:00 p.m.
The Road Ahead: What's Next for Canadian Investors?
Instructor: Kevin Muir
2018 is coming close to an end. The year was full of ups and downs. Testing all traders’ resiliency and capability of navigating through the market waves. But what’s next for Canadian investors? Join us for this session, where Kevin Muir will share his thoughts and takes on the markets for 2019!
4:00 p.m. – 4:15 p.m.
Session Wrap Up
Instructor: TD Direct Investing
Recap for the day and instructors will be on deck to answer any final questions.