Join us for workshops featuring our Value Based Trend Management® (VBTM®) system. The workshops are weeklong educational programs, which encourage you to examine your knowledge of the key factors in portfolio management and security selection. Our VBTM® system is calibrated for hedge fund companies who want a complete portfolio management system to optimize portfolios, evaluate potential trades, attribute performance to portfolio decisions, and manage portfolio risk. The workshop’s interactive format provides an environment in which you can apply the concepts and strategies you are learning while engaging in thought-provoking discussions with skilled faculty and fellow participants.

You learn how to answer the following questions using our VBTM® system:

• How risky is my portfolio?
• What contributes most to my portfolio's risk and is it consistent with my expectations?
• How do I align the risk of my portfolio with my expectations of the market?
• How do I explain to my client(s) that I am allocating portfolio risk appropriately?
• Are the returns consistent with the portfolio's strategy?
• What are the benefits of using a fundamental screen?
• How are fundamental screens used and how are the outcomes calculated?
• Do the fundamental screens reflect common investment styles/themes?
• How do I deliver strong absolute returns and avoid blow-ups?

Applicant Profiles:

To ensure the appropriate knowledge base and experience level, participants in the VBTM® system workshops will be determined by a selective admissions process. Illuminant Capital encourages senior investment professionals who are actively involved in the investment decision making process to apply.

Application Procedure:

Only complete applications are reviewed. The selection process seeks to maintain comparable ability and experience and to ensure diversity in country of nationality and place of work. Applications are considered on a space-available basis. Attendance is limited to ensure maximum interaction among participants.

You may download an application form online. If you know of colleagues who would benefit from this learning opportunity, please direct them to this site for an online form as well. Applications should be sent to:

Skyler Oates
Vice President, Project Manager
Illuminant Capital
Financial Center Building
111 North Peters (Suite 500)
Norman, Oklahoma 73069
Tel: (918) 693-1573
E-mail: skyler.oates@illuminantcapital.com

Fees:

A tuition fee of $20,000 (USD) for Illuminant Capital Subscribers or $25,000 (USD) for Non-Subscribers is billed after acceptance and must be settled before the program begins. Instruction, lodging, meals, teaching materials, and books are covered by this fee. Immediate payment is due upon notification of acceptance into the program to ensure placement. All cancellations must be submitted in writing.

Cancellation charges are as follows:

Forty-five to thirty days notice - 25% of the tuition fee
Twenty-nine to eight days notice - 50% of the tuition fee
Seven days or less - 100% of the tuition fee