Jason is a Derivative Market Specialist by designation. He is president of Learn To Trade Global, one of the longest running trading and investing mentorship services in Canada and founder of optionsource.net, an online resource providing daily market insights and opportunities to pro-active investors with a focus on the integration of equity and ETF options.
He is one of the lead instructors for the TMX/Montreal Exchange. In this roll, Jason shares his experiences and insights on the practical application of options as an important tool for managing risk and generating cash flow beyond traditional means, working with retail investors and advisors from major banks and brokerages across Canada.
Jason also sits on the Board of Directors for R.N. Croft Financial Group and is an active member of the Investment Review Committee.
PatricPatrick Ceresna is the Chief Derivative Market Strategist at Learn to Trade Global. Patrick is a Chartered Market Technician, Derivative Market Specialist and Canadian Investment Manager by designation. In addition to his roll at Learn to Trade Global, Patrick is an instructor on derivatives for the TMX Montreal Exchange, educating investors and investment professionals across Canada about the many valuable uses of options in their investment portfolios.
Patrick specializes in analyzing the global macro market conditions and translating them into actionable investment and trading opportunities. With his specialization in technical analysis, he bridges important macro themes with the attempt to understand when those trends are beginning and understanding where they likely to go. With his expertise in options trading, he seeks to create opportunities that leverage returns, while managing/defining risk and or generating consistent enhanced income.
Patrick has designed and teaches Learn to Trade Global’s Technical, Options and Macro Masters Programs while providing the content for optionsource.net members in regards to daily live market analytic webinars, alert services and model portfolios.
Richard Croft has been in the securities business since 1975. Since February 1993, Mr. Croft has been licensed as an investment counselor/portfolio manager, operating under the corporate name R. N. Croft Financial Group Inc. Richard has written extensively on utilizing individual stocks, mutual funds and exchangetraded funds within a portfolio model. His work includes nine books and thousands of articles and commentaries for Canada’s largest media channels.
In 1998, Richard co‐developed three FPX Indexes geared to average Canadian investors for the National Post. In 2004, he extended that concept to include three RealWorld portfolio indexes, which demonstrate the performance of the FPX portfolio indexes adjusted for real-world costs. He also developed two option writing indexes for the Montreal Exchange, and developed the FundLine methodology, which is a graphic interpretation of portfolio diversification.
Richard has also developed a Manager Value Added Index for rating the performance of fund managers on a risk adjusted basis relative to a benchmark. And In 1999, he co-developed a portfolio management system for Charles Schwab Canada. As global portfolio manager who focuses on risk-adjusted performance. Richard believes that performance is not just about return, it is about how that return was achieved.
Alan Grigoletto is CEO of Grigoletto Financial Consulting. He is a business development expert for elite individuals and financial groups. He has authored financial articles of interest for the Canadian exchanges, broker dealer and advisory communities as well as having written and published educational materials for audiences in U.S., Italy and Canada. In his prior role he served as Vice President of the Options Clearing Corporation and head of education for the Options Industry Council.
Preceding OIC, Mr. Grigoletto served as the Senior Vice President of Business Development and Marketing for the Boston Options Exchange (BOX). Before his stint at BOX, Mr. Grigoletto was a founding partner at the investment advisory firm of Chicago Analytic Capital Management. He has more than 35 years of expertise in trading and investments as an options market maker, stock specialist, institutional trader, portfolio manager and educator. Mr. Grigoletto was formerly the portfolio manager for both the S&P 500 and MidCap 400 portfolios at Hull Transaction Services, a market-neutral arbitrage fund. He has considerable expertise in portfolio risk management as well as strong analytical skills in equity and equity-related (derivative) instruments.
Mr. Grigoletto received his degree in Finance from the University of Miami and has served as Chairman of the STA Derivatives Committee. In addition, He is a steering committee member for the Futures Industry Association, a regular guest speaker at universities, the Securities Exchange Commission, CFTC, House Financial Services Committee and IRS.
Martin Noël earned an MBA in Financial Services from UQÀM in 2003. That same year, he was awarded the Fellow of the Institute of Canadian Bankers and a Silver Medal for his remarkable efforts in the Professional Banking Program. Martin began his career in the derivatives field in 1983 as an options market maker for options, on the floor at the Montréal Exchange and for various brokerage firms.
He later worked as an options specialist and then went on to become an independent trader. In 1996, Mr. Noël joined the Montréal Exchange as the options market manager, a role that saw him contributing to the development of the Canadian options market. In 2001, he helped found the Montréal Exchange’s Derivatives Institute, where he acted as an educational advisor.
Since 2005, Martin has been an instructor at UQÀM, teaching a graduate course on derivatives. Since May 2009, he has dedicated himself full-time to his position as the president of CORPORATION FINANCIÈRE MONÉTIS, a professional trading and financial communications firm. Martin regularly assists with issues related to options at the Montréal Exchange.
Christopher’s investment philosophy is based on the principles of value investing. Following an investment style consistent with that of Odlum Brown’s Research Department, he focuses on good companies with solid balance sheets trading below their fundamental valuations. As a Portfolio Manager, Christopher works with clients to build portfolios based on their individual needs. A large part of his business includes using options. By incorporating various options strategies in client portfolios, Christopher aims to increase investment income, reduce portfolio volatility and hedge against large moves in the market or currency fluctuations.
Christopher has completed numerous industry courses and achieved the Canadian Investment Manager (CIM), Derivatives Market Specialist (DMS) and Fellow of the Canadian Securities Institute (FCSI®) designations. In addition, he has made several guest appearances on Business News Network (BNN) segments, such as Business Day and The Close, on the topic of options and equities.
Investing in the equity markets often consists of following a buy low, sell high strategy. For suitable investors, the use of options strategies can help investors protect their portfolio from downside risk, align their cash flows, improve returns, and achieve their objectives given their comfort with risk. By incorporating the use of options, Christopher helps his clients achieve their long-term financial goals. Many clients have come to Christopher after trading options on their own for years, looking for professional advice, and he enjoys the relationships he has built with them over the years.
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