Live Webinars

We offer an extensive program of trader webinars.

You can watch, listen, and ask questions from your home or office computer as our webinar instructors clearly describe our technology, trading, and markets around the world. Our webinars are available for Windows and Mac based computers and do not require any prior download of special software. When registering for a webinar, you will be given instructions on how to attend.






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IBKR Orientation September 24, 2018 12:00 ET

Welcome to Interactive Brokers! With your IB account activated, you have a world of trading opportunities at your finger tips. So, what are your next steps? How do you locate the tools and resources you will need to get you up and trading as quickly as possible? Join us for an orientation session on getting started with IBKR!

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Introduction - Mosaic October 1, 2018 12:00 ET

Our redesigned Trader Workstation now offers a fresh, easy-to-use interface that provides customers with out-of-the-box functionality in a pre-formatted workspace. Get direct access to standard trading and order management functionality, live quotes, technical research and fundamental analysis. The Mosaic workspace provides intuitive order management including the Portfolio window for at-a-glance account summary and position detail, the Order Entry window to create and transmit orders, and the Order Monitor to track or modify your trades. This workspace integrates seamlessly with your favorite Trader Workstation tools.

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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Account Management 2018 October 2, 2018 12:00 ET

IB's Account Management system has been redesigned from the ground up! Whether you are viewing this secure platform on a desktop, laptop, tablet or smart phone you are going to see the same application – responsive to the device you are using!

The Account Management platform is where you can configure all account settings and manage your account from a single window. View the current account values, access all of your account and user settings, submit fund and position transfers, run and customize account reports, and communicate with Client Services via the message center or live chat.

Skill Level: All

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Order Types - Mosaic October 3, 2018 12:00 ET

The TWS Mosaic workspace has been designed for out-of-the-box usability, including the embedded Order Entry window which offers efficient pull-down selections to help define and transmit your trades. Join us to review how to construct your orders, from the basic to more complex order types, and see what the Mosaic work space has to offer!

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Fundamental Analysis Tools October 4, 2018 12:00 ET

Looking for high-quality fundamental market analysis? Subscription based Worldwide Fundamentals are seamlessly integrated into the TWS platform. Find comprehensive financial information on thousands of companies around the globe. View company financials, quarterly & annual reports, income statements, balance sheets and cash flow statements for easy comparison of data with a standardized format. Create market scanners for the highest/lowest performers based on growth rate, P/E ratio, dividend yield, based on criteria that you set. Join this webinar for a look at all the ways you can put this information at your fingertips!

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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IBKR Orientation October 8, 2018 12:00 ET

Welcome to Interactive Brokers! With your IB account activated, you have a world of trading opportunities at your finger tips. So, what are your next steps? How do you locate the tools and resources you will need to get you up and trading as quickly as possible? Join us for an orientation session on getting started with IBKR!

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Option Chains - Mosaic October 11, 2018 12:00 ET

The Mosaic Option Chains offer a scaled-down version of features found in the advanced TWS OptionTrader tool. The Option Chains are designed to fit into the tiled Mosaic workspace while still providing relevant option chain data and trading capability.

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Configuration October 12, 2018 12:00 ET

The Trader Workstation is a powerful, feature-rich trading application with the built-in flexibility to customize your work environment for optimal productivity. Learn how to accommodate your trading style through our tools such as Layout Editor, Layout Library and Global Configuration settings.

Skill Level: Intermediate

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Market Scanners - Mosaic October 24, 2018 12:00 ET

Learn how to use the Market Scanner feature in TWS to help spot trends. Create scanners for the Top% Gainers, Most Active, Hot Contracts by Volume, plus many, many more. View Advances and Declines, Uptick, Down tick volumes in the market or filter for specific exchange. TICK & TRIN indicators available, too.

Skill Level: All

Speaker: Cynthia Tomain, Interactive Brokers


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IBKR Orientation October 26, 2018 12:00 ET

Welcome to Interactive Brokers! With your IB account activated, you have a world of trading opportunities at your finger tips. So, what are your next steps? How do you locate the tools and resources you will need to get you up and trading as quickly as possible? Join us for an orientation session on getting started with IBKR!

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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WebTrader October 30, 2018 12:00 ET

For customers who prefer a less complicated trading environment, Interactive Brokers offers the enhanced HTML-based WebTrader℠. As an alternative to the full-featured Trader Workstation, this simple, intuitive interface makes it easy for you to view market data, transmit and manage orders, and monitor your IB account. Log in and trade from any Internet-ready PC with no downloads necessary – even if you’re working behind a firewall! Join us for a look at WebTrader - and see how easy trading with IB can be!

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS BookTrader October 31, 2018 12:00 ET

Learn how to use TWS BookTrader to rapidly enter orders from a deep book window displaying a series of prices above and below the best bid and offer. Market maker designed to quickly transmit orders from a deep book ladder of prices, the TWS BookTrader is a favorite among active traders and those IB customers who prioritize speed of order entry to take advantage of immediate trading opportunities.

Skill Level: Intermediate

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Introduction - Mosaic November 1, 2018 12:00 ET

Our redesigned Trader Workstation now offers a fresh, easy-to-use interface that provides customers with out-of-the-box functionality in a pre-formatted workspace. Get direct access to standard trading and order management functionality, live quotes, technical research and fundamental analysis. The Mosaic workspace provides intuitive order management including the Portfolio window for at-a-glance account summary and position detail, the Order Entry window to create and transmit orders, and the Order Monitor to track or modify your trades. This workspace integrates seamlessly with your favorite Trader Workstation tools.

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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TWS Option Chains - Mosaic November 5, 2018 12:00 ET

The Mosaic Option Chains offer a scaled-down version of features found in the advanced TWS OptionTrader tool. The Option Chains are designed to fit into the tiled Mosaic workspace while still providing relevant option chain data and trading capability.

Skill Level: Introductory

Speaker: Cynthia Tomain, Interactive Brokers


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IUR - Option Strategies for Earnings Season October 9, 2018 12:00 ET

Do you think about protecting your long stock positions during earnings season, which often will cause volatility in the equity markets? We believe that investors can use equity options to protect against potential moves on a stock before or after its earnings report.
Join Gareth Ryan, Founder & Managing Director at IUR Capital as he looks at implementing an effective options strategy during quarterly earnings season for an equity portfolio. Gareth will discuss the use of equity options based on varying outcomes for the underlying security. This event will be interactive event and will include a Q&A session at the end.

Skill Level: Intermediate

Speaker: Gareth Ryan, Founder & Managing Director, IUR Capital

Sponsored by: IUR Capital


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GraniteShares - Breaking Down Commodities: Gold in Today’s Market September 25, 2018 12:00 ET

Join Will Rhind, CEO and Founder of GraniteShares, for a timely discussion that:

•Navigates the current commodity landscape
•Explores the outlook for commodities in 2018 & beyond
•Discusses the pros and cons of gold in today’s market

Skill Level: Intermediate

Speaker: Will Rhind, CEO and Founder of GraniteShares

Sponsored by: GraniteShares


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SGX - Too Big to Ignore: How to Invest in China’s Rising Dominance in Global Stock Indices September 26, 2018 4:30 ET

Greater China is the world’s 2nd largest stock market by size, and is too big to ignore by foreign investors. That said, more non-Chinese funds allocate to China as part of a diversified emerging market portfolio rather than through any form of China-specific strategy or mandate, which is why MSCI’s decision to include China’s onshore ‘A-shares’ into its mainstream index weightings is such a significant change for so many investors. This webinar explains some of these shifts and what they mean for investors, with special focus on the MSCI China index tradable through SGX-listed futures, and how this index and its futures contract compares with other A-share and H-share products.

The presenter, Tariq Dennison, manages investment accounts on the Interactive Brokers platform putting together portfolios of stocks, ETFs, and futures. The views and strategies in this webinar are his own, based on how he invests client accounts, and do not necessarily reflect the views of Interactive Brokers or SGX.

Skill Level: Intermediate

Speaker: Tariq Dennison, GFM Asset Management

Sponsored by: Singapore Exchange


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Quantopian - Factor Modeling September 26, 2018 12:00 ET

A common technique in quantitative finance is that of ranking stocks by using a combination of fundamental factors and price-based signals. The resulting factors can be used for many purposes, from cross-sectional equity models to performance attribution. In this talk we will discuss factor models and how they fit into a common quantitative workflow.

Sponsored by Quantopian

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC

Skill Level: Intermediate

Speaker: Max Margenot, Quantopian Academia & Data Science Lead

Sponsored by: Quantopian


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Kristal AI - Intrinsic Value Investing September 27, 2018 4:30 ET

In this session we will delve into what fundamental analysis of stocks mean, beginning with providing an overview of the 4 financial statements and some commonly used valuation models. We will then further describe the investing methods of some of the gurus of Value Investing, namely Benjamin Graham, Warren Buffett and Walter Schloss, to name a few, before ending the session with highlighting the different kinds of investment styles.

Skill Level: Intermediate

Speaker: Arun Pai, Chief Investment Officer Kristal.AI

Sponsored by: Kristal AI


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R Studio - Tidy Trading: Data Science and R for Investors September 28, 2018 12:00 ET

R is one of the fastest growing open-source statistical programming languages in the financial world. In this webinar, we will create and code a real (but simple) trading strategy in order to explore R's data import, wrangling, visualization and modeling tools. The goal is introduce the general framework and flexibility of the R ecosystem, along with the principles of tidy data as applied in finance. It is not necessary to have any experience with R or programming but attendees should have the desire to dig into data and code.

Skill Level: Intermediate

Speaker: Jonathan Regenstein, Director Financial Services, R Studio

Sponsored by: R Studio


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Economatica - Valuing Publicly Traded Stock using the Discounted Cash Flow Model October 16, 2018 12:00 ET

Using an easy to understand, step-by-step model, this class will show participants how within minutes you can arrive at a target price for any stock traded in the US market, based on a set of growth assumptions.

Skill Level: Intermediate

Speaker: Emery Ventura, Economatica

Sponsored by: Economatica


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EventShares - Policy Alpha: The Ultimate Guide to U.S. Midterms October 17, 2018 12:00 ET

Policy investing focuses on understanding current and pending legislation and regulation impacting companies. The U.S. midterm elections will shift the playing field in Washington policymaking, offering a new set of investment opportunities. Join us as we explore key factors to watch across industries and resources you can utilize to gain timely insights.

Skill Level: Intermediate

Speaker: Ben Phillips, Chief Investment Officer, EventShares

Sponsored by: EventShares


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MarketLifeTrading - Trend Dynamics: Measuring and Assessing Trend Strength with Technical Tools October 18, 2018 12:00 ET

In this webinar, Adam Grimes takes a look at technical tools to measure trend strength and trend integrity. Tradeoffs between different methodologies will be considered, as well as practical issues of trading trends at the "hard right edge" of the chart. Come and join us for perspective that will be valuable to all traders working in all timeframes and instruments.

Sponsored by Talon Advisors and MarketLifeTrading

Skill Level: Intermediate

Speaker: Adam Grimes, Partner, MarketLifeTrading, LLC and President, Talon Advisors, LLC

Sponsored by: MarketLifeTrading


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GreenTraderTax - How Non-residents Save U.S. Taxes On U.S. Brokerage Accounts October 23, 2018 12:00 ET

Many non-U.S. persons have U.S. brokerage accounts. The U.S. Treasury requires brokers to withhold U.S. taxes on non-resident aliens on U.S. dividends and certain other types of U.S. passive income. However, capital gains are not taxable in the U.S. if the non-resident alien does not spend more than 183 days per year in the U.S.

Join trader tax expert Robert A. Green, CPA, of GreenTraderTax as he explains how nonresident alien U.S. brokerage accounts work, and ways to save U.S. income and estate taxes, using tax treaties, foreign tax credits, and other tax planning strategies.

Skill Level: Intermediate

Speaker: Robert A. Green, CPA, CEO GreenTraderTax.com

Sponsored by: GreenTraderTax.com


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qplum - A Machine Learning Approach to Systematic Global Macro Strategies October 25, 2018 12:00 ET

From the time of Benjamin Graham to Jeremy Grantham, using macroeconomic data in asset allocation has been the most universally accepted way of tactical asset allocation. However, without a machine learning foundation, global macro has often been considered an art and not a science. In this webinar, we will give a preview to use of macro-economic data for asset allocation in a deep learning framework. Think of this as a "RoboWarren" which is able to look at over 100 macro-economic indicators to predict if a stock market correction is imminent.

Skill Level: Intermediate

Speaker: Ankit Awasthi, Quantitative Portfolio Manager at qplum

Sponsored by: qplum


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Sadis & Goldberg - Independence Day: Going Out on Your Own November 13, 2018 12:00 ET

Skill Level: Intermediate

Speaker: Paul J. Marino, Partner, Sadis & Goldberg, LLP with Eliott Frank, Partner, Sadis & Goldberg, LLP

Sponsored by: Sadis & Goldberg LLP


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