Options Education Day

Presented by Montréal Exchange and TD Direct Investing




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!


Program Details:

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.


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Our Instructors:

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Jason Ayres, DMS

Derivatives Strategist, Director of Business Development

Jason Ayres is a Derivative Market Specialist by designation, Director of Business Development and an Investment Review Committee member. Jason also sits on the R.N. Croft Financial Group Inc. Board of Directors. In his roll as Director of Business Development, Jason is responsible for the overall management of all strategic and operational marketing and partner/client relationship activities.

As a member of the Investment Review Committee, Jason contributes as a market technician and derivative strategist. In addition, Jason has been one of the lead instructors for the TMX/Montreal Exchange for the last 9 years, Jason continues to travel across Canada actively advocating the use of options as an important tool in effective portfolio management.

Working with retail investors and advisors from many of Canada's major banks and brokerages, he continues to share his experiences and insights on the practical application of options as an important tool for managing risk and generating cash flow beyond traditional means. Jason is also president of one of the largest and longest running trading and investing educational services in Canada and founder of a successful online resource for pro-active stock and option traders.


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Patrick Ceresna, CMT, DMS, CIM

Founder and Chief Derivative Market Strategist

Patrick Ceresna is the Founder and Chief Derivative Market Strategist at Big Picture Trading Inc. Patrick is a Chartered Market Technician, Derivative Market Specialist and Canadian Investment Manager by designation. In addition to Big Picture Trading, Patrick is an instructor on derivatives for the TMX Montreal Exchange, educating investors and investment professionals across Canada about the many valuable uses of options in their investment portfolios. Patrick is also the co-host of MacroVoices.com, one of the most prominent financial podcasts on the market today.   

Patrick specializes in analyzing the global macro market conditions and translating them into actionable investment and trading opportunities. With his specialization in technical analysis, he bridges important macro themes with the attempt to understand when those trends are beginning and understanding where they likely to go. With his expertise in options trading, he seeks to create opportunities that leverage returns, while managing/defining risk and or generating consistent enhanced income. Patrick has designed and teaches Big Picture Trading’s Technical, Options and Macro Masters Programs while providing the content for the subscribing members in regards to daily live market analytic webinars, alert services and model portfolios.

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Tony Zhang
Chief Strategist

Tony Zhang is a specialist in the financial services industry with over a decade of experience spanning product development, research and market strategist roles across equities, foreign exchange and derivatives. As the current Head of Product Strategy for OptionsPlay, Tony leads the research and development of their OptionsPlay Ideas & Portfolio platform. He has leveraged his interest in financial technology and product development to provide innovative, reimagined solutions to clients and the users they seek to serve. Previously he spent 7 years at FOREX.com with a capital markets and research background as a market strategist specializing in equity and FX derivatives markets.

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Kevin Muir, CFA
Market Strategist, East West Investment Management

Kevin heads research of global and domestic investment products at East West Investment Management.  Kevin is the former Head of Equity Derivatives at RBC Dominion Securities and was awarded the CFA Charter in 2001.  He is also the author of The Macro Tourist newsletter (www.themacrotourist.com).



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Jian Lu

Senior Client Education Instructor, TD Direct Investing

Jian Lu is the Senior Client Education Instructor at TD Direct Investing. Jian and his team are responsible for creating and hosting investors education webinars, videos and live master classes for all types of self-directed investors. With over 11 years of experience in the self-directed investing business, Jian is a highly regarded expert in equities and options trading, as well as on all TD Direct Investing trading platforms. Prior to this role, Jian was an IIROC-licensed equities and options trader, and was also one of the pioneers on the Active Trader and thinkorswim Trading Desks at TD Direct Investing shortly after graduating from the University of Toronto.

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Jeremy Lai

ETF and Index Products Strategist, TD Securities

Jeremy is an ETF and Index Products Strategist at TD Securities who is part of the team that helps Investment Advisors with options strategies. He studied Mathematics / Financial Analysis & Risk Management at the University of Waterloo and has had work experiences at multiple financial services providers as well as a hedge fund. Jeremy started working at TD Securities in January where he has helped the team to guide Investment Advisors through the process of formulating options strategies on existing portfolios and supported them through the eventual execution of those option trades.

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Sarah Potter

Founder, SheCanTrade.com

Sarah Potter is a professional retail investor. After publishing her book How You Can Trade Like A Pro and launching SheCanTrade.com, she became known as a retail trading expert. She has had many opportunities to speak with financial institutions and media outlets about how we can improve the information about the markets for average investors. Sarah is here to help demystify DIY investing and help you be better educated about the money making side of financial literacy. Sarah holds a Masters of Education, and she is able to apply what she was learning about "how to learn" with her then hobby for herself.