Virtual Options 

Education Day

AGENDA

SPEAKERS

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© Bourse de Montréal Inc.

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We are excited to announce the 3rd edition of the Virtual Options Education Day, hosted by OptionsPlay and the Montréal Exchange, on May 31st, 2021.

During this exclusive online event, you will learn how you can leverage options for your portfolio with limited risk during this exclusive event hosted by the Montreal Exchange. See how you can generate income and gain exposure to cryptocurrencies using options from our expert panel of educators. Access paper trading tools and insights into avoiding beginner mistakes during this afternoon of options education. 


Round out your learning experience with a Rapid Fire Analysis session where we evaluate the symbols that you submit!

 

THIS FINANCIAL LITERACY EVENT 
IS BROUGHT TO YOU BY: 

REASONS TO ATTEND 

Leverage options effectively for any portfolio


Elevate Your Portfolio Using Options

by the Montréal Exchange

Brian Mosoff
Chief Executive Officer, 

Ether Capital

View Bio

Tony Zhang
Chief Strategist,

OptionsPlay

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Claude Cyr, CFA
Trading Instructor

Prosperity Club

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Chris Thom,
CIM, DMS, FCSI® 
Portfolio Manager,  

Odlum Brown Limited

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Richard Ho,
 CAIA, DMS, FCSI® 
Head of Retail, Equity Derivatives

TMX Group

View Bio

Patrick Ceresna,
CIM, CMT, DMS
Derivatives Market Specialist

Big Picture Trading Inc.

View Bio

Pascal Lefrançois
President,

Inovestor

View Bio

Fares Alkassmy, CFA
Product Manager,

Inovestor

View Bio

MAY 31st, 2021

12 p.m. EST to 4 p.m. EST

REGISTER NOW

Avoid the pitfalls before placing your first option trade


Utilize the optimal strategy to match your outlook and investment objectives


Generate an extra source of income using options

An introduction from Richard Ho of the Montréal Exchange on a state of the industry. Understand the landscape for retail traders using Canadian derivatives.

12:00 p.m. 12:10 p.m.

Richard Ho

Welcome and Exchange Update


CAIA, DMS, FCSI®

12:10 p.m. 12:55 p.m.

Chris Thom

Elevate Your Portfolio using Options


Join us for an introduction to options trading and how it can be utilized for your portfolio. Learn how traders generate income, assume risks and hedge portfolio downside with limited risk using options.

CIM, DMS, FCSI®

1:00 p.m. 1:30 p.m.

Pascal Lefrancois & Fares Alkassmy

Fireside Chat with Inovestor: Bridging the Financial Literacy Gap by Using Fintech


CFA

Pascal and Fares will discuss how the fintech industry is constantly evolving, what it takes to stay ahead of the curve and the current trends shaping the future from AI to NFTs.

1:30 p.m. 2:15 p.m.

Patrick Ceresna

The Wheel Strategy: Maximizing Income Returns through Harvesting Option Premiums


The wheel strategy is an income harvesting option strategy that combines put selling and covered call writing to manage through stocks cycles and monthly volatility.  Join Patrick Ceresna while he goes through the strategy and explore the benefits and pitfalls commonly encountered with the methodology.

CIM, CMT, DMS

2:20 p.m. 2:45 p.m.

Claude Cyr

Common Option Oversights with Beginners


Accelerate your options education with Claude Cyr by avoiding common beginner trading mistakes. Learn the pitfalls with basic strategies and best practice to avoid them for your portfolio.

2:50 p.m. - 3:25 p.m.

Brian Mosoff

Building a Cryptocurrency Portfolio


Learn about the basics of cryptocurrencies with Brian Mosoff, CEO of Ether Capital. What are they? Why have they exploded in valuation recently? What are the use cases? Brian is an 8 year veteran in the crypto ecosystem and provides his insight on the past and the future of this emerging asset class.

3:30 p.m. - 4:00 p.m.

Tony Zhang

Rapid Fire Session with Tony Zhang, Chief Strategist of OptionsPlay


Watch Tony Zhang, Chief Strategist of OptionsPlay analyze the symbols that you submit during this rapid fire session. Learn to merge technical and fundamental analysis that Tony utilizes in his trading to find optimal opportunities.

DON'T MISS THIS INDUSTRY-WIDE EVENT

MONTRÉAL EXCHANGE

FRREGISTER NOW


During this exclusive online event, you will learn from option industry professionals on how to take your options knowledge to the next level. If you are a self-directed investor looking to learn and unlock the power of options trading, our instructors will provide a complete walkthrough of how to set up an options trading plan, manage option positions and much more. 

You cannot afford to miss this half day of options training, courtesy of the Montréal Exchange. 

Sign up now to reserve your complimentary spot.