Virtual Options
Education Day
Agenda
Speakers
© Bourse de Montréal Inc.
We are excited to announce the 5th edition of the Virtual Options Education Day, hosted by the Montréal Exchange, on October 26, 2023.
What you will learn
Generating Income using Options
Introduction to Canadian Equity Options
On-Demand Sessions now available
Understanding the Impact of Corporate Change
Core Options Concepts and Pricing
Risk Management Best Practices
Ron Hochman, Head of Institutional Equity Derivatives Sales at TMX Group, will deliver the welcome address. During his presentation, he will provide the latest updates and discuss the educational initiatives undertaken by the exchange.
12:00 p.m. - 12:10 p.m.
Opening Remarks
12:10 p.m. - 12:55 p.m.
Richard Ho, CAIA, DMS, FCSI® - Vice-President, ETF Distribution | BMO ETF
A fine balance: Balancing income and growth with options-based ETFs
Limiting equity upside for income is the traditional covered call way. Come see how BMO approaches this with over a decade of experience to give you back more growth potential, while still maintaining a high level of stable cash flow to meet your lifestyle needs.
1:00 p.m. - 1:45 p.m.
Ken Keating, Principal | OCC Investor Education / Instructor | The Options Industry Council
Understanding volatility and options
This webinar will cover historical volatility, implied volatility, Vega as a concept and metric, skew and a Q&A.
2:00 p.m. - 2:30 p.m.
Marc Komlossy, Senior Market Analyst | Montréal Exchange Regulatory Division
Tom Avgoustakis, Market Analyst | Montréal Exchange Regulatory Division
The impact of corporate action notices (REORGS) on an options class
Members of the Montréal Exchange Regulatory Division will examine how REORGS such as stock splits, reverse stock splits, plans of arrangement, and special dividends impact symbology, strike prices and deliverables.
2:40 p.m. - 3:25 p.m.
Avin Mehra, Senior Wealth Advisor | Mehra Wealth Management, CIBC Private Wealth
Ankit Mehra, Portfolio Manager | Mehra Wealth Management, CIBC Private Wealth
Selling covered options
Avin and Ankit Mehra will discuss covered call writing and other defensive options to protect and grow your wealth.
Don't miss this industry-wide event
MONTRÉAL EXCHANGE
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.
Growing and Protecting your Investment
Who is this for?
Anyone seeking to improve their portfolio management skills
University students and graduates
Individual investors and financial advisors
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For any questions, contact us at info-mx@tmx.com
Opening Remarks