IOTAF Annual Strategy Session
A Once-a-Year Institutional Market Briefing
IOTAF Annual Strategy Session
Prepare for the year ahead with a structured, top-down review of the global macro environment across all major asset classes.
Prepare for the year ahead with a structured, top-down review of the global macro environment across all major asset classes.
A Once-a-Year Institutional Market Briefing
OVERVIEW
The IOTAF Annual Strategy Session is a long-form market analysis event designed to help traders and investors contextualize current market conditions and better understand the forces shaping the global financial landscape.
This session is focused on education, analysis, and strategic perspective — not trade signals or predictions.
It is conducted once per year and serves as IOTAF’s primary macro and positioning review.
PURPOSE OF THE SESSION
Financial markets are influenced by interconnected global forces — including monetary policy, economic conditions, geopolitical developments, and cross-asset flows.
This session exists to:
Step back from short-term noise
Examine broader macro trends
Review how different asset classes are interacting
Discuss potential scenarios and risks moving forward
The goal is clarity and context, not certainty.
WHAT WILL BE COVERED
Global Macro Environment
Monetary policy trends and central bank considerations
Inflation, growth, and macroeconomic indicators
Structural and geopolitical factors affecting markets
Risk conditions and market regimes
Cross-Asset Market Review
A high-level assessment of:
Equities and global indices
Currencies (FX)
Fixed income and interest rates
Commodities
Digital assets and alternative markets
This analysis focuses on relationships and positioning, not specific trade recommendations.
Market Structure & Positioning Considerations
How institutional participants evaluate market conditions
Differences between short-term and long-term market frameworks
Periods of increased risk vs reduced participation
Capital preservation considerations
Year & Quarter Outlook Framework
Key themes shaping the year ahead
Considerations for the upcoming quarter
Volatility environments and uncertainty factors
Scenario-based thinking rather than forecasts
WHO THIS SESSION IS FOR
This session is designed for individuals who:
Actively participate in financial markets
Are interested in macroeconomic context
Want a structured approach to understanding global markets
Value education over speculation
This event does not provide financial advice and is not intended for individuals seeking guaranteed outcomes or trading signals.
& Via Zoom
At Our Montreal Campus
Prepare with structure.
Understand the landscape.
Enter the year informed.
IMPORTANT DISCLAIMERS
This session is for educational purposes only
No financial, investment, or trading advice is provided
No performance, profit, or income claims are made
Past market behavior does not predict future results
Participation does not guarantee funding, profitability, or specific outcomes
OCRAM Capital funding opportunities, where applicable, are subject to independent evaluation and separate criteria.
What You'll Get in Your Free Call
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Learn how to become a successful trader, and live from trading:
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Get a personalized success roadmap
See if you qualify for our high-performance network
OVERVIEW
The IOTAF Annual Strategy Session is a long-form market analysis event designed to help traders and investors contextualize current market conditions and better understand the forces shaping the global financial landscape.
This session is focused on education, analysis, and strategic perspective — not trade signals or predictions.
It is conducted once per year and serves as IOTAF’s primary macro and positioning review.
PURPOSE OF THE SESSION
Financial markets are influenced by interconnected global forces — including monetary policy, economic conditions, geopolitical developments, and cross-asset flows.
This session exists to:
Step back from short-term noise
Examine broader macro trends
Review how different asset classes are interacting
Discuss potential scenarios and risks moving forward
The goal is clarity and context, not certainty.
WHAT WILL BE
COVERED
Global Macro Environment
Monetary policy trends and central bank considerations
Inflation, growth, and macroeconomic indicators
Structural and geopolitical factors affecting markets
Risk conditions and market regimes
Cross-Asset Market Review
A high-level assessment of:
Equities and global indices
Currencies (FX)
Fixed income and interest rates
Commodities
Digital assets and alternative markets
This analysis focuses on relationships and positioning, not specific trade recommendations.
Market Structure & Positioning Considerations
How institutional participants evaluate market conditions
Differences between short-term and long-term market frameworks
Periods of increased risk vs reduced participation
Capital preservation considerations
Year & Quarter Outlook Framework
Key themes shaping the year ahead
Considerations for the upcoming quarter
Volatility environments and uncertainty factors
Scenario-based thinking rather than forecasts
WHO THIS SESSION IS FOR
This session is designed for individuals who:
Actively participate in financial markets
Are interested in macroeconomic context
Want a structured approach to understanding global markets
Value education over speculation
This event does not provide financial advice and is not intended for individuals seeking guaranteed outcomes or trading signals.
IMPORTANT DISCLAIMERS
This session is for educational purposes only
No financial, investment, or trading advice is provided
No performance, profit, or income claims are made
Past market behavior does not predict future results
Participation does not guarantee funding, profitability, or specific outcomes
OCRAM Capital funding opportunities, where applicable, are subject to independent evaluation and separate criteria.
& Via Zoom
At Our Montreal Campus
Prepare with structure.
Understand the landscape.
Enter the year informed.
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