Virtual Options 

Education Day

Agenda

Speakers

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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 

Ankit Mehra
Portfolio Manager, Mehra Wealth Management, CIBC Private Wealth

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Ken Keating
Principal, OCC Investor Education, Instructor, The Options Industry Council

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Tom Avgoustakis
Market Analyst, 
Regulatory Division of the Montréal Exchange

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Avin Mehra
Senior Wealth Advisor, Senior Portfolio Manager, Private Wealth Management, CIBC Private Wealth

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On-Demand Sessions now available

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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

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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.

 

Richard Ho
 CAIA, DMS, FCSI® 
Vice-President , ETF Distribution,       
BMO ETF


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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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Marc Komlossy
Senior Market Analyst
Regulatory Division of the Montréal Exchange

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CONTACT US

For any questions, contact us at info-mx@tmx.com

Opening Remarks

Ron Hockman
Head of Sales, Institutional Equity Derivatives, TMX Group

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