Larry Berman’s
2014-2015 Speaking Series
Brought to you by:
Program Guide Contents
Keynote Presentation:
Larry Berman, CFA, CMT, CTA
Event Date, Time & Locations:
The Liquidity Trap!
(PAGE 3 & 4)
What You Need to Know to Thrive in a Post-QE World.
(PAGE 6)
Event Agendas:
Ziad Jasani, Larry Berman & Scotia iTRADE
Trading iDEAS for Active Investors
(PAGE 5)
How to effectively apply ideas you get from the
financial media
(PAGE 7)
Kelley Keehn – Personal Finance Expert
Protect Yourself from Identity
Theft & Investment Fraud
How to Enhance Your Investing with ETFs
(PAGE 8)
Presented by:
Steps anyone can take to reduce their risk
(PAGE 9)
Benjamin Tal, Deputy Chief Economist CIBC World Markets
The State of Canadian Real Estate
A look at the risks and opportunities facing
investors today
(PAGE 10)
Trading Tools in Action!
Presented by:
(PAGE 8)
Stefanie Kammerman, aka The Stock Whisperer
Trading Around Dark Pools
My Secrets to Spotting a Sell-off Before
it Happens
(PAGE 11)
2
Larry Berman’s Autumn 2014 Speaking Series
Markham, ON
Kelowna, BC
Date: Saturday, September 27, 2014
Venue: Hilton Suites, Warden & Hwy 7
Time: 1:00pm-6:00pm Agenda: Page 5
Date: Wednesday, November 5, 2014
Venue: Sheraton Four Points, 5505 Airport Way
Time: 6:00pm-9:00pm Agenda: Page 5
London, ON
Victoria, BC
Date: Tuesday, October 21, 2014
Venue: Four Points Sheraton, 1150 Wellington Rd S.
Time: 6:00pm-9:00pm Agenda: Page 5
Date: Thursday, November 6, 2014
Venue: Westin Bear Mountain, 1999 Country Club Way
Time: 6:00pm-9:00pm Agenda: Page 5
Hamilton, ON
Vancouver, BC
Date: Wednesday, October 22, 2014
Venue: Sheraton Hamilton, 116 King Street W.
Time: 6:00pm-9:00pm Agenda: Page 5
Date: Saturday, November 8, 2014
Venue: Sheraton Wall Centre, 1088 Burrard St
Time: 1:00pm-6:00pm Agenda: Page 5
Calgary, AB
Ottawa, ON
Date: Thursday, October 23, 2014
Venue: Radisson Conf Centre, 6620 36th Street NE
Time: 6:30pm-9:30pm Agenda: Page 5
Date: Tuesday, November 18, 2014
Venue: The Westin, 1 Colonel By Drive
Time: 6:00pm-9:00pm Agenda: Page 5
Edmonton, AB
Montreal, QC
Date: Sunday, October 26, 2014
Venue: Shaw Conf Centre, 9797 Jasper Avenue NW
Time: 1:00pm-6:00pm Agenda: Page 5
Date: Wednesday, November 19, 2014
Venue: Le Westin Montreal, 270 St Antoine St W
Time: 6:00pm-9:00pm Agenda: Page 5
Winnipeg, MB
Halifax, NS
Date: Tuesday, October 28, 2014
Venue: Victoria Inn Conf Centre, 1808 Wellington Ave
Time: 6:00pm-9:00pm Agenda: Page 5
Date: Thursday, November 20, 2014
Venue: The Marriott, 1919 Upper Water St
Time: 6:00pm-9:00pm Agenda: Page 5
Regina, SK
Toronto, ON
Date: Wednesday, October 29, 2014
Venue: Delta Regina, 1919 Saskatchewan Dr
Time: 6:00pm-9:00pm Agenda: Page 5
Date: Sunday, November 30, 2014
Venue: Westin Bristol Place, 950 Dixon Rd
Time: 1:00pm-6:00pm Agenda: Page 5
3
Larry Berman’s Spring 2015 Speaking Series
Ottawa, ON
Calgary, AB
Date: Tuesday, February 17, 2015
Venue: TBD
Time: 6:00-9:00pm Agenda: TBD
Date: Saturday, March 14, 2015
Venue: TBD
Time: 1:00pm-6:00pm Agenda: TBD
Montreal, QC
Kitchener/Waterloo, ON
Date: Wednesday, February 18, 2015
Venue: TBD
Time: 6:00-9:00pm Agenda: TBD
Date: Wednesday, April 8, 2015
Venue: TBD
Time: 6:00-9:00pm Agenda: TBD
Markham, ON
Toronto, ON
Date: Saturday, February 21, 2015
Venue: TBD
Time: 1:00pm-6:00pm Agenda: TBD
Date: Saturday, April 11, 2015
Venue: TBD
Time: 1:00pm-6:00pm Agenda: TBD
Winnipeg, MB
Surrey, BC
Date: Thursday, February 26, 2015
Venue: TBD
Time: 6:00-9:00pm Agenda: TBD
Date: Tuesday, April 21, 2015
Venue: TBD
Time: 6:00-9:00pm Agenda: TBD
Vancouver, BC
Saskatoon, SK
Date: Saturday, February 28, 2015
Venue: TBD
Time: 1:00pm-6:00pm Agenda: TBD
Date: Wednesday, April 22, 2015
Venue: TBD
Time: 6:00-9:00pm Agenda: TBD
Edmonton, AB
Niagara Falls, ON
Date: Thursday, March 12, 2015
Venue: TBD
Time: 6:00-9:00pm Agenda: TBD
Date: Thursday, April 30, 2015
Venue: TBD
Time: 6:00-9:00pm Agenda: TBD
4
Conference Agendas
6:00 – 7:15pm
“The Liquidity Trap. Investing in a
Post-QE World” with Larry Berman
1:00 – 2:15pm
“The Liquidity Trap. Investing in a
Post-QE World” with Larry Berman
Edmonton, Oct 26th
1:00 – 2:00pm
“The Liquidity Trap. Investing in a
Post-QE World” with Larry Berman
7:40 – 8:00pm
Berman’s Call Live with Larry & Ziad,
2:40 - 3:20pm
“Enhance Your Investing with ETFs”
2:20 - 3:00pm
“Enhance Your Investing with ETFs”
“Trading iDEAS for Active Investors”
Ziad Jasani, Independent Investor Institute
3:30 – 4:00pm
“Trading around Dark Pools”
3:10 – 3:40pm
4:10 – 4:30pm
Trading Tools with Scotia iTRADE
3:40 – 4:10pm
4:30 – 4:50pm
Berman’s Call Live with Larry & Ziad,
All Evening Events
8:00 – 9:00pm
powered by Scotia iTRADE
• Calgary, Oct 23rd start time is 6:30pm.
Markham, Sept 27
5:00 – 6:00pm
Vancouver, Nov 8th
1:00 – 2:15pm
2:40 - 3:20pm
3:30 – 4:00pm
4:10 – 4:30pm
4:30 – 4:50pm
5:00 – 6:00pm
“The Liquidity Trap. Investing in a
Post-QE World” with Larry Berman
“Enhance Your Investing with ETFs”
with BMO ETFs
“Protect yourself from identity theft”
with BMO ETFs
with Stefanie Kammerman
“Protect yourself from identity theft”
with Kelley Keehn, Personal Finance Expert
Trading Tools with Scotia iTRADE
“Trading iDEAS for Active Investors”
Ziad Jasani, Independent Investor Institute
4:40 – 5:00pm
Berman’s Call Live with Larry & Ziad,
5:00 – 6:00pm
“Trading iDEAS for Active Investors”
Ziad Jasani, Independent Investor Institute
powered by Scotia iTRADE
Toronto, Nov 30
1:00 – 2:15pm
2:40 - 3:20pm
“The Liquidity Trap. Investing in a
Post-QE World” with Larry Berman
“Enhance Your Investing with ETFs”
with BMO ETFs
“The State of Canadian Real Estate”
with Benny Tal, CIBC World Markets
Trading Tools with Scotia iTRADE
4:10 – 4:30pm
Trading Tools with Scotia iTRADE
“Trading iDEAS for Active Investors”
Ziad Jasani, Independent Investor Institute
with Stefanie Kammerman
4:20 – 4:40pm
3:30 – 4:00pm
Berman’s Call Live with Larry & Ziad,
“Trading around Dark Pools”
powered by Scotia iTRADE
with Kelley Keehn, Personal Finance Expert
powered by Scotia iTRADE
with BMO ETFs
4:30 – 4:50pm
5:00 – 6:00pm
Berman’s Call Live with Larry & Ziad,
powered by Scotia iTRADE
“Trading iDEAS for Active Investors”
Ziad Jasani, Independent Investor Institute
• See Page 3&4 for hotel addresses.
• See Page 6-11 for topic descriptions.
5
Keynote Presentation
*With Larry Berman in all Cities
Keynote Presentation:
The Liquidity Trap!
What You Need to Know to Thrive in a Post-QE World.
Approx 60 minutes.
Presented by Larry Berman, CFA, CMT, CTA
The fiscal stimulus introduced to combat the 2008/2009 financial crisis has propelled markets to all-time highs –
rewarding equity investors and pushing everyone in need of income to take on more equity risk. Now, as 2015
approaches this stimulus is starting to be withdrawn, and the pace appears set to accelerate in the New Year. Will 2015
bring the first of the interest rate increases too?
Although no one really knows what will happen, one distinct possibility is a “liquidity trap” – a scenario that has kept rates
and economic growth near rock-bottom levels in Japan for 25 years. In this presentation, Larry will discuss what central
banks are doing to try and avoid repeating Japan’s fate, and what role governments will need to play in rehabilitating
markets so they can slowly take away the punch bowl.
Larry will also share his views on how to position your portfolio to take part in whatever upside may be left in markets,
and how to take advantage of a correction so you can sleep at night without fearing a market pull-back. He will look at
bond market opportunity vs risks and when cash makes more sense than bonds. Finally, he will outline how to put “guru”
forecasts (including his own) in context and evaluate the ideas you get from the financial media. Larry aims to help you
understand what you’re buying, when to get out, and if it’s right for you.
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.
6
Keynote Presentation
*Available in all Cities
Investing in Action:
Trading iDEAS for Active Investors
How to effectively apply the ideas you get
from the financial media
Approx 60 minutes.
Presented by Ziad Jasani, Larry Berman & Scotia iTRADE
If you are an Active Investor join Ziad Jasani and Larry Berman (co-founders of the Independent Investor Institute) for this
power-packed session. You will be introduced to Swing Trading as a methodology to protect and grow your assets. You will
come away with concrete analysis tools that you can start using right away.
As investors we search for sound investment ideas, but when to buy and when to sell are the hardest decisions for us to
make. Ziad will demonstrate how to choose the optimal entry and exit prices, and how to set stop losses to manage risk.
At the Independent Investor Institute our goal is to help you make consistently better decisions in markets. We focus on a
Swing Trading methodology, which involves identifying when a stock is technically cheap, showing signs of moving up and
outperforming it’s competitive set (the sector). We then show you how to identify when that same stock is getting
expensive, showing signs of a breakdown and starting to underperform, so that you can start to trim your position.
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
7
Insights from Industry Specialists
*Available only in Vancouver, Edmonton, Markham, and Toronto.
Enhance Your Investing with ETFs
Trading Tools in Action
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
Approx 20 minutes.
Presented by: Scotia iTRADE, Ziad Jasani, and Larry Berman
Exchange Traded Funds (ETFs) are becoming more and more popular with
both retail & institutional investors. The growth in assets has provided the
opportunity for product innovation & expansion. With all of these new
solutions, investors require a framework for determine which product is
suitable for them.
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.
This session will start with an overview of ETFs, then review the different
approaches & structures that are offered. With this background, an
analysis and framework will be provided to help one evaluating the
respective products beyond simply looking at the cost. The session will
move beyond product analysis to discuss various approaches to construct
a portfolio and how ETFs can help reduce volatility and enhance income.
The session is presented by BMO Exchange Traded Funds.
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!
In the past 5 years, BMO ETFs has lead the industry in growth and has
been providing key innovation for investors. One of BMO ETFs key focus
has been educating advisor and investors on the benefits of ETFs. These
efforts were recently acknowledged by the industry with BMO ETFs being
awarded MorningStar’s award for “Best ETF Initiative."
8
Special Guest Presentation
*Available only in Vancouver & Edmonton. Online replay will be made available
in December for all other cities.
Guest Lecture
Protect yourself from identity theft & investment fraud
Steps anyone can take to reduce their risk
Approx 30 minutes.
Presented by Kelley Keehn – Personal Finance Expert
Identity theft is a rapidly growing crime in Canada – mass marketing fraud alone totalled more than $52 million in
2013. As one of the most underreported crimes (less than 5%), this number is in reality much larger and growing
rapidly. Based on Kelley Keehn’s research for CPA Canada’s newest financial literacy publication, Protecting You
and Your Money: A Guide to Avoiding Identity Theft and Fraud this presentation will help you to:
•
•
•
•
•
Protect yourself by preventing fraud
Spot current investment scams and avoid them
Tips to recapture your life if your identity has been stolen
Find where to go for help and support
Case studies and lessons from Bernie Madoff, Earl Jones and more.
Kelley Keehn is a personal finance expert, speaker, media personality and author of nine books, including The
Money Book for Everyone Else, She Inc., The Woman’s Guide to Money and The Prosperity Factor for Kids. She has
recently been named as a member to the National Steering Committee for Financial Literacy.
Ms. Keehn is a popular media guest, appearing on TV and radio around the globe, and has written many columns
and published articles. She was quoted in Oprah’s O Magazine, has been a regular contributor for CNBC (New
York), a nationally syndicated columnist with CBC radio, the host of W Network’s Burn My Mortgage, and a weekly
columnist for The Globe and Mail and AOL’s WalletPop Canada.
Her recent book, A Canadian’s Guide to Money-Smart Living, was released in February of 2013 and published by
CPA, formerly the Canadian Institute of Chartered Accountants. The book went on to win an Excellence In Financial
Literacy Education award, granted by The Institute for Financial Literacy in April 2014. Her newest book, Protecting
You and Your Money: A Guide to Avoiding Identity Theft and Fraud launched on Parliament Hill this past March,
with the Chartered Professional Accountants of Canada, the Canadian Anti-Fraud Centre and the RCMP.
9
Special Guest Presentation
*Available only in Toronto on Nov 30th. Online replay will be made available
in December for all other cities.
Guest Lecture
The State of Canadian Real Estate
A look at the risks and opportunities facing investors today
Approx 30 minutes.
Presented by Benjamin Tal, Deputy Chief Economist CIBC World Markets
Perhaps more so than in any other country on earth, real estate is a Canadian obsession. By dollar value, it’s certainly the
largest asset class making up our net-worth. More than 70% of Canadians own homes which they live in, but many also own
investment properties, and Real Estate Investment Trusts (REITs) in their portfolios. In this presentation, Benjamin Tal will
examine real estate in Canada from an investment standpoint. He will provide his views on the Canadian economic outlook
for 2015 and beyond, and specifically what impact this may have on residential and commercial real estate markets. He will
analyse the possible effects of changes to interest rates, employment trends, and immigration, and how it all influences the
risks and opportunities in real estate over the next 5-10 years.
Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed
income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues
related to wealth management, household/corporate credit and risk.
Well-known for his ground-breaking published research on topics such as labour market dynamics, real estate, credit
markets, international trade and business economic conditions, Mr. Tal not only contributes to the conversation, but
frequently sets the agenda.
He has close to 20 years experience in the private sector advising clients, industry leaders, corporate boards, trade
associations, and governments on economic and financial issues.
National and global media regularly seek him out for his insight and analysis on economic issues that impact financial markets,
consumers, corporations and public policy. He is also a frequent lecturer in the economic programs of various Canadian
universities.
Mr. Tal is a member of the Economic Committee of The Canadian Chamber of Commerce, The Economic Development Committee
of the Toronto Board of Trade and is a board member of the Toronto Association for Business and Economics (TABE).
10
Special Guest Presentation
*Available only in Markham & Edmonton. 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 1/3rd 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.
11
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