Increase your knowledge as a self-directed investor to take advantage of the opportunities arising in today’s markets. Register for this full-day expo, presented by TD Waterhouse, for valuable insights to help you invest with confidence.
$100 registration fee, 50% discount for TD clients
(with proof of TD access card or TD account statement).
Payment will be made at the event via credit/debit card only. No cash will be accepted.
The Direct Investing Expo. Saturday, May 12, 2012, 8 a.m. to 4 p.m.
| 8:00 |
Registration and light breakfast |
| 9:00 |
Welcome and Opening Remarks |
9:15
Keynote Address |
The Road Ahead: Investing for Success in 2012 and Beyond
45 minutes + 15 minutes Q&A
Bob Gorman, CFA
Chief Portfolio Strategist,
TD Waterhouse
Read Bob Gorman’s bio
Bob Gorman joined TD Asset Management in 1987 and was co-founder of the TD Mutual Funds family. In 1991, he established what is now TD Waterhouse Private Investment Counsel Inc., which has become Canada’s largest manager of private portfolios. TD Waterhouse Private Investment Counsel has over $15.7 billion of assets under management as of December 31, 2011, and is an industry leader in applying technology to the investment process.
Today, as Chief Portfolio Strategist of TD Waterhouse, Bob is frequently called upon by the national media for market analysis and commentary.
Bob holds an MBA from the Ivey Business School and is a Chartered Financial Analyst.
|
| 10:15 |
Break
Booth demos start at 10:15 a.m. and continue until 4 p.m.
Find out more about new tools and resources available to self-directed investors and have your questions answered. |
10:30
Concurrent Seminars |
The Art and Science of Analyzing Charts
45 minutes + 15 minutes Q&A
Ryan Lewenza, CFA, CMT
Vice President & US Equity Strategist,
Portfolio Advice & Investment Research,
TD Waterhouse
Seminar description
Many investors are looking for an edge to help them navigate through today’s volatile and challenging markets, and help improve their investment results. Technical analysis, which entails the analysis of historical market trends to help make investment decisions, is increasingly being used by some investors to help provide that edge. In this seminar, you will learn what technical analysis is, the key tools and indicators used by technicians, and how this growing area of financial analysis may help you improve your investment results.
ETF Trading: Best Practices and Strategies to Improve Portfolio Performance
45 minutes + 15 minutes Q&A
Speaking Partner:
iShares
Seminar description
Learn the advantages of investing in Exchange Traded Funds (ETFs) and how they may help you achieve your goals across asset classes and global markets in today’s more dynamic, diverse portfolios. ETFs trade like stocks, therefore they can help you to adjust your portfolio nimbly and efficiently as markets shift.
|
| 11:30 |
Lunch
Enjoy lunch and make the most of your time to talk to industry experts and view demos. |
12:45
Featured Seminar |
Using Options to Generate Cash Flow – Fundamental Option Strategies and Covered Calls
75 minutes + 15 minutes Q&A
Speaking Partner:
Investools from TD Ameritrade Holding Corp.
Seminar description
The question that investors often ask themselves is how do I manage risk and generate monthly cash flow? Option strategies may be one of the answers. In this session you will learn the basics of options, including how options can help manage risk and generate cash flow under different market conditions. You will also learn where options may fit into your financial goals.
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| 2:15 |
Break
|
2:30
Concurrent Seminars |
Trade in Any Market Direction – Risk Defined Option Strategies
75 minutes + 15 minutes Q&A (Seminar ends at 4:00 p.m.)
Speaking Partner:
Investools from TD Ameritrade Holding Corp.
Seminar description
Learn the strategies that professional traders use to manage risk and generate monthly cash flow. These defined risk strategies take advantage of the one constant in option trading: time decay. Knowing which strategies to implement and when to implement them can help you trade like a professional.
The Art and Science of Analyzing Charts
45 minutes + 15 minutes Q&A (Seminar ends at 3:30 p.m.)
Ryan Lewenza, CFA, CMT
Vice President & US Equity Strategist,
Portfolio Advice & Investment Research,
TD Waterhouse
Seminar description
Many investors are looking for an edge to help them navigate through today’s volatile and challenging markets, and help improve their investment results. Technical analysis, which entails the analysis of historical market trends to help make investment decisions, is increasingly being used by some investors to help provide that edge. In this seminar, you will learn what technical analysis is, the key tools and indicators used by technicians, and how this growing area of financial analysis may help you improve your investment results.
ETF Trading: Best Practices and Strategies to Improve Portfolio Performance
45 minutes + 15 minutes Q&A (Seminar ends at 3:30 p.m.)
Speaking Partner:
iShares
Seminar description
Learn the advantages of investing in Exchange Traded Funds (ETFs) and how they may help you achieve your goals across asset classes and global markets in today’s more dynamic, diverse portfolios. ETFs trade like stocks, therefore they can help you to adjust your portfolio nimbly and efficiently as markets shift.
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Register today!
Call 1-877-TDW-RSVP
(1-877-839-7787)
Space is limited.
