Print Program - TD Waterhouse

Helping you become a better investor
The Direct Investing Expo
Program Schedule
Saturday May 12, 2012, 8 a.m. to 4 p.m.
MacEwan Conference & Event Centre on the University of Calgary Campus
Call 1-877-TDW-RSVP (1-877-839-7787). Space is limited
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
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 4:00 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
Speaking Partner:
iShares
45 minutes + 15 minutes Q&A
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.
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.
$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.