Larry Berman s Winter/Spring 2015 Speaking Series Brought to you by:
Program Guide Contents Keynote Presentation: Larry Berman, CFA, CMT, CTA Why Canadians Must Invest Globally How to Enhance Your Portfolio by Looking Abroad (PAGE 5) Ziad Jasani, Larry Berman & Scotia itrade High Probability Swing Trading How to Stack the Odds in Your Favour (PAGE 6) Event Date, Time & Locations: (PAGE 3) Event Agendas: (PAGE 4) Stefanie Kammerman, aka The Stock Whisperer Trading Around Dark Pools My Secrets to Spotting a Sell-off Before it Happens (PAGE 7) Global Investing with ETFs Presented by: (PAGE 8) Trading Tools in Action! Presented by: (PAGE 8) 2
Larry Berman s Spring 2015 Speaking Series Saskatoon, SK Date: Thursday, February 26, 2015 Venue: Hilton Garden Inn, 90 22nd St. E Time: 7:00-9:00pm Agenda: Page 4 Vancouver, BC Date: Saturday, February 28, 2015 Venue: Coast Coal Harbour Hotel, 1180 West Hastings St Time: 1:00pm-6:00pm Agenda: Page 4 Markham, ON Date: Sunday, March 8, 2015 Venue: Hilton Suites, 8500 Warden Ave Time: 1:00pm-6:00pm Agenda: Page 4 Ottawa, ON Date: Thursday, March 12, 2015 Venue: Ottawa Conf & Event Centre, 200 Coventry Rd. Time: 6:30-9:30pm Agenda: Page 4 Kitchener/Waterloo, ON Date: Wednesday, April 1, 2015 Venue: Waterloo Inn, 475 King St North Time: 6:30-9:30pm Agenda: Page 4 Toronto West (Vaughan), ON Date: Sunday, April 12, 2015 Venue: Hilton Garden Inn, 3201 Highway 7 Time: 1:00pm-6:00pm Agenda: Page 4 Vancouver Lower Mainland, BC Date: Thursday, April 16, 2015 Venue: Executive Plaza Hotel & Conference Centre, 405 North Road Coquitlam Time: 6:30-9:30pm Agenda: Page 4 Calgary, AB Date: Saturday, April 18, 2015 Venue: Ramada Plaza Hotel, 3515 26 th Street NE Time: 1:00pm-6:00pm Agenda: Page 4 Montreal, QC Date: Saturday, March 14, 2015 Venue: Courtyard Marriott Downtown, 380 Rene-Levesque Blvd W Time: 1:00-6:00pm Agenda: Page 4 Grande Prairie, AB Date: Thursday, April 23, 2015 Venue: Pomeroy Hotel & Conf Centre, 11633 100 St Time: 7:00-9:00pm Agenda: Page 4 Niagara Falls, ON Date: Saturday, March 21, 2015 Venue: Hilton Niagara, 6361 Fallsview Boulevard Time: 1:00-6:00pm Agenda: Page 4 Edmonton, AB Date: Sunday, April 26, 2015 Venue: Westin Edmonton, 10135 100 St NW Time: 1:00-6:00pm Agenda: Page 4 3
Conference Agendas Ottawa, Waterloo, & Vancouver Lower Mainland 6:30 7:45pm 8:00 9:00pm 9:10 9:30pm Why Canadians Must Invest Globally with Larry Berman High Probability Swing Trading Ziad Jasani, Independent Investor Institute Berman s Call Live with Larry & Ziad Powered by Flight Desk from Scotia itrade Saskatoon & Grande Prairie 7:00 8:15pm Why Canadians Must Invest Globally with Larry Berman Toronto (Vaughan), Markham, Edmonton & Niagara Falls 1:00 2:15pm 2:40-3:20pm 3:30 4:30pm Why Canadians Must Invest Globally with Larry Berman Global Investing with ETFs with BMO ETFs High Probability Swing Trading Ziad Jasani, Independent Investor Institute 5:00 5:20pm Trading Tools with Scotia itrade 5:20 5:40pm Berman s Call Live with Larry & Ziad, Powered by Flight Desk from Scotia itrade DT Vancouver, Calgary, Montreal 1:00 2:15pm 2:30-3:10pm 3:15 4:15pm 4:40 5:15pm Why Canadians Must Invest Globally with Larry Berman Global Investing with ETFs with BMO ETFs High Probability Swing Trading Ziad Jasani, Independent Investor Institute Trading around Dark Pools with Stefanie Kammerman 5:20 5:40pm Trading Tools with Scotia itrade 5:40 6:00pm Berman s Call Live with Larry & Ziad, Powered by Flight Desk from Scotia itrade 8:30 9:00pm Berman s Call Live with Larry See Page 3 for hotel addresses. See Page 5-8 for topic descriptions. 4
Keynote Presentation *With Larry Berman in all Cities Keynote Presentation: Why Canadians Must Invest Globally How to Enhance Your Portfolio by Looking Abroad Approx 60 minutes. Presented by Larry Berman, CFA, CMT, CTA The world offers some exciting investment opportunities, though Canada represents a mere 4% of them. After nearly a decade of outperformance, the past 3 years have seen Canada as one of the worst performing markets. Its high sector concentrations make it less diversified across economic sectors, and therefore more volatile. Just look at the energy, gold, and base metals sectors; which have all been devastated. Add in mounting concerns about overvaluation in our housing market, and excessive household indebtedness, and it s clear Canadian investors will need to look to the rest of the world to help grow their portfolios. Investing abroad has historically presented some challenges. It wasn t so long ago that Canadians were restricted in the amount of foreign investing allowed in RRSPs, and holding currency other than Canadian Dollars. Investing globally also used to come at a huge cost premium. All of that is now a thing of the past. In recent years, the ETF revolution has radically improved our access to Global markets, and reduced the costs for individual investors to participate in them. Despite this freedom, Canadians continue to have the majority of their assets allocated at home. It s time for a change. In this talk Larry will show you some of the current opportunities in global markets. Many of them will surprise you (would you buy a 5 year German Bund paying a negative interest rate)? Larry will provide his insight into how you can broaden your investing horizons to strengthen diversification and returns in your portfolio. He ll also look at the biggest factor in global returns currency and discuss whether the price of oil, or the Bank of Canada will determine the value of the loonie in coming years. Larry Berman is a Co-Founder of ETF Capital Management, (www.etfcm.com) and the Independent Investor Institute i3, (www.educatedtrader.com). Over his 25 year career, Larry has worked for numerous top firms in New York, Boston, and Toronto. Prior to founding ETFCM (2006) and i3 (2011), he was Chief Technical Strategist and Managing Director for CIBC World Markets for nearly a decade where he was ranked as one of Canada s Top 3 Analysts according to Brendan Wood institutional investor surveys. Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter holder, and is a US registered Commodity Trading Advisor (CTA). Larry graduated from York University with a BA in Economics and lectures on behavioural finance and technical analysis at colleges and universities. Larry is the primary author of the textbook for the technical analysis course offered by the Canadian Securities Institute (CSI). He is past President of the Canadian Society of Technical Analysts (www.csta.org), past Vice-Chairman (Americas) of the International Federation of Technical Analysts (www.ifta.org), and past President of the Market Technicians Association - where he currently sits on the board of the educational foundation (www.mtaef.org). Larry s opinions frequently appear in the media, and he is featured weekly on BNN s Berman s Call. 5
Keynote Presentation *Not available in Saskatoon, and Grande Prairie. Investing in Action: High Probability Swing Trading How to Stack the Odds in Your Favour Approx 60 minutes. Presented by Ziad Jasani, Larry Berman & Scotia itrade Learn how to use objective analysis tools to make better Buy, Sell or Hold decisions. This seminar focuses on introducing you to a method of trading that relies on understanding Market Direction, Sector Positioning, and identifying entry and exit points for your stocks for the short and midterm. The session will include live analysis on the ticker symbols of your choice, and help youbuild trading plans. Swing Trading is for the more active portion of your portfolio, where your goal is to grow faster than the market and protect yourself from market fluctuations. It is all about finding stocks that are relatively cheap and moving up to buy, and then identifying when those stocks are getting relatively expensive and showing signs of moving down to make your selling decision. The Swing Trading methodology you will learn can be used over the longer term or the shorter term, the objective remains the same, take full ownership of the Buy, Sell or Hold decisions and stack the odds in your favour before you trade. All attendees of this session will receive access to a FREE Online 3 hour Swing Trading Workshop where you will get the chance to have your stocks analyzed from top to bottom. This is a must attend workshop that promises to improve your decision making in markets at every stage of a trade. Ziad Jasani is a partner and co-founder of the Independent Investor Institute. With nearly 20 years of small business and senior corporate management experience, Ziad was a top executive in the consumer packaged goods industry, serving as a senior director at Canada Bread, Maple Leaf, and General Mills. In 2008, Ziad made a bold move, leaving his corporate desk and selling his businesses to travel the world and focus on trading for a living. After investing significant sums of money to educate himself about how to trade, Ziad attended one of ETF Capital Management s events and met with Larry to become a Client. He found Larry s knowledge so compelling compared to the courses he had taken, he partnered with Larry s team to bring Larry s expert knowledge and process to those who are doing their own investing. Since then the Independent Investor Institute has garnered outstanding reviews and testimonials from the investors who have been empowered by its courses. To Learn about trading and investing education visit: www.educatedtrader.com 6
Special Guest Presentation *Available in Vancouver, Calgary & Montreal. Online replay will be available in December for all other cities. Free Trading Workshop Trading Around Dark Pools My Secrets to Spotting a Sell-off Before it Happens Approx 30 minutes. Presented by Stefanie Kammerman aka The Stock Whisperer Did you know that over 1/3 rd of all the trades that are being executed are being done in The Dark Pool? Dark pools give the big guy a huge advantage of the little guy, by being able to hide their orders. They can sell millions of shares at the top without moving the stock or the market down and they can buy millions of shares at the bottom without moving it up before they get filled. Learning how to spot these dark pool trades will help you determine whether or not the market is headed for a correction. The Stock Whisperer has taken many pictures of these dark pool prints and she will help you learn how to trade around these prints to put the odds in your favor. Learning where to enter a trade is definitely the most important aspect of trading, whether you re Day trading or long term swing trading. In this presentation, the Stock Whisperer will share with you how she finds her infamous T Spot. The T - spot, otherwise known as the trend change will pinpoint the exact spot on your chart where the uptrend turns into a downtrend and vice versa. Learning how to spot the trend change will not only help you with your entries, it will also help you learn when to exit your position by drawing basic trend lines on your charts. In this presentation she will be sharing with you exactly how she picks stocks for her The Whisper of the Day YouTube Chanel - and most importantly what level she will enter them. Stefanie Kammerman, aka The Stock Whisperer has trained over a thousand traders worldwide how to Day Trade and Swing Trade over the past 20 years. She earned a BA in Psychology from FAU but decided to pursue her passion for the stock market. In 1994, she started out as an assistant trader at the prestigious Schoenfeld Securities. In 1996, she became the first female trader for Onsite Trading, winning the trader of the year award her first year. She successfully ran a trading desk over the next few years teaching all the new traders the overnight swing system. She is the founder and director of The Stock Whisperer Trading Company, where she runs an online trading room called The Java Pit. She teaches students online by sharing her screen all day long with many audio meetings. Her unique approach of old fashioned trading in a high tech world teaches her students how to trade by reading the tape. She is the author of Counting the Cards of Wall Street, an online workshop on trading around volume and technical analysis. She has taken hundreds of pictures of real time trades in an effort to teach her students how to follow the smart money. 7
Insights from Industry Specialists *Available in: Toronto, Markham, Niagara Falls, Vancouver, Montreal, Calgary and Edmonton. Global Investing with ETFs Approx 40 minutes. Presented by: Kevin Prins MBA, CIM, FCSI, CFP Vice President, BMO Exchange Traded Funds Mark Webster Vice President, BMO Exchange Traded Funds Many investors are now looking at investing beyond Canada. One of the key tools that they are using to get access to these markets is Exchange Traded Funds (ETFs). This session will review how ETFs have changed how one can invest internationally. It will cover the advantages that ETFs provide including efficient access, liquidity, transparency, choice in currency exposures and taxes to name a few. In addition, it will review the key considerations when selecting ETFs and constructing a portfolio. Lastly, the session will cover a new advancement in ETFs - specifically managed programs that use ETFs to quickly take advantage of opportunities while working to mitigate risk. Trading Tools in Action Approx 20 minutes. Presented by: Scotia itrade, and Larry Berman Do-it-yourself doesn t have to mean go it alone! Join experts from Scotia itrade, along with Larry Berman and Ziad Jasani for an interactive session during which you will learn how to use professional tools to identify lower risk higher reward trading and investing ideas. You'll have the chance to suggest stocks or ETFs to be analyzed live using Scotia itrade s intuitive and powerful investment tools. See how Scotia itrade's Stock & ETF screeners, Fundamental Research and Technical Analysis Tools can be used to your advantage. Learn how to execute the most important order types, including how best to set stop losses. Watch experts analyze stocks and ETFs, set up price alerts, execute trades and get your very own practice trading account, so you can try out the tools at home for FREE! 8
Doing your own investing? We can help! More and more Canadians are looking to take an active role in their investing, but it s often easier said than done. This is why Larry Berman, along with his partners, have created the Independent Investor Institute. We ve already helped tens of thousands of Canadians to improve their investing and trading, and the results speak for themselves. Visit our website for testimonials, and to learn more about how to take control of your investment results. You ll also find the schedule for upcoming classes - both on our Toronto trading floor, and online so you can attend from anywhere in the world with just a computer and an internet connection! Learn More at: www.educatedtrader.com
About Our Firm ETF Capital Management was founded in 2006 by Larry Berman and his partners who share his passion for making things better for Canadian investors. As Chief Investment Officer, Larry is best known as the host of Berman s Call on BNN, and has been ranked one of Canada s top 3 analysts (#1 in fixed income) during his career at some of Canada s most recognized financial institutions. We use our expertise to empower investors. Our brand is built on education, and bringing fairness back to the industry putting client s first and offering them the same advantages generally only reserved for the largest investors. As Portfolio Managers we have a fiduciary responsibility to you (like a lawyer or accountant), and are required by securities regulators to have the highest level of education and experience in the investment industry. As a result, you can be assured that the portfolio we manage for you will be free from bias and compensation-related conflicts of interest which have become all too common in the investment industry. www.etfcm.com