Virtual Options 

Education Day

AGENDA

SPEAKERS

TMX Group Limited and its affiliates do not endorse or recommend any securities issued by any companies identified on, or linked through, this site. Please seek professional advice to evaluate specific securities or other content on this site. All content (including any links to third party sites) is provided for informational purposes only (and not for trading purposes), and is not intended to provide legal, accounting, tax, investment, financial or other advice and should not be relied upon for such advice. The views, opinions and advice of any third party reflect those of the individual authors and are not endorsed by TMX Group Limited or its affiliates. TMX Group Limited and its affiliates have not prepared, reviewed or updated the content of third parties on this site or the content of any third party sites, and assume no responsibility for such information.

© Bourse de Montréal Inc.

REGISTER NOW!

We are excited to announce the 4th edition of the Virtual Options Education Day, hosted by OptionsPlay and the Montréal Exchange, on September 29th, 2021.

THIS FINANCIAL LITERACY EVENT 
IS BROUGHT TO YOU BY: 

WHAT YOU WILL LEARN

Generating Income using Options


Introduction to Canadian Derivatives with Options & Futures

by the Montréal Exchange

Tony Zhang
Chief Strategist,

OptionsPlay

View Bio

Erika Toth, CFA
Director Institutional & Advisory, 

Eastern Canada
BMO ETF

View Bio

Nitesh Bansal
Vice-President Research,

Futures First Academy

View Bio

Karen McMeekin,
Director, Strategy & Regulatory

Outreach, Regulatory Division of the
Montréal Exchange

Marc Komlossy,
Senior Market Analyst
, Regulatory Division of the Montréal Exchange

View Bio
View Bio

Edward J. Modla
Executive Director.

Investor Education,
OCC

View Bio

SEPTEMBER 29th, 2021

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

REGISTER NOW

Trading Canadian Indices using Futures


Core Options Concepts and Pricing


Risk Management Best Practices

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.

Edward J. Modla

Options Core Concepts and Pricing


If you’re starting out with options, or if you’re interested in a refresher, join Edward J Modla of OCC, a former market maker who is now an OIC instructor, to learn about options key concepts and terminology. Topics will include: Why use Options; rights and obligations; simple strategies for beginners; moneyness; intrinsic and extrinsic value, and much more.

1:00 p.m. 1:30 p.m.

Karen McMeekin & Marc Komlossy

5 things every option trader should know according to the Regulatory Division


Join Karen McMeekin and Marc Komlossy as they demystify derivatives regulation... and share the top 5 things you should know.

1:30 p.m. 2:15 p.m.

Erika Toth

Generating Income Using Options-Based ETFs


Join Erika Toth from BMO ETFs to learn how to generate additional income using various ETF options strategies.

CFA

2:20 p.m. - 3:05 p.m.

Nitesh Bansal

S&P/TSX60 Index Future Trading 101 with Futures First Academy


Please join Nitesh Bansal, from Futures First Academy to learn how traders use index futures to speculate on the direction of the S&P/TSX60 index using SXF/SXM futures contracts.

3:10 p.m. - 4:00 p.m.

Tony Zhang

Growing your Account by Managing Risk 


Learn how the pros manage risk in their portfolios and protect accounts from blowups. See the math behind the basic rules of risk management and how they can help you grow an account.

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.

 

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

View Bio

Regulatory Perspective

WHO IS THIS FOR?

Anyone seeking to improve their portfolio management skills


MBA students and business undergraduates


Individual investors and financial advisors 


0


Subscribe to our mailing list to make sure you don't miss anything!

 

CONTACT US

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