Frequently Asked Questions (FAQ)

Frequently Asked Questions (FAQ)

On Markets

What do you think about the Assets & Fund Management Industry?

We believe that current and future markets innovations and risks lead to other forms and fund structures. We believe that the Hedge Fund Industry is evolving rapidly and it is adapting to new changes while the Mutual Fund Industry will need to adapt, overcome, and become more agile towards forms similar to hedge funds. Otherwise, we think they will continue being more vulnerable to crises and market volatility that are becoming more common and frequent. With regards to the Hedge Fund Industry, we believe that formats and structures will evolve towards a “more partnership structures” leaving behind current “Client-Manager” type models. We believe this change is in current evolution as of today.

What do you think about current risk management and financial modeling?

We believe that current models do not capture all risks, especially debt and its level in any type (sovereign, corporate, households, and aggregate). This applies across the financial system from local banks to Central Banks. We do not believe that there is currently such a thing as a risk free rate, which is a key input in all financial modeling. Given this, we believe that markets are mispriced most of the time. As a result, we think that many models provide incomplete information that entails misleading information.

Do you have the same views on politics, current affairs, and so on?

No, we do not. We are a Mosaic. As such, we have developed skills, knowledge, experience, and beliefs like a Mosaic is usually crafted. Given our experience and different type of exposures to events, we do have different angles and perspectives to address and approach topics. This long walk gave us an unconventional edge that was difficult to achieve and it took us many years to form. We believe this is one of our great Assets. We maintain respect, freedom, fairness, reciprocity, honesty, humility, and Integrity. Our core is to provide solutions to world macro issues by focusing on What is right, rather than on Who is right. We focus on realities and common sense analytics; doable goals and realistic analysis to take actions with realistic results, where hard data is primer. Many times opinions create too much noise and falls into “Spin Doctor” practices. We dissect and detach from that Groupthink strategies and actions (or in-actions).We reduce the Markets’ noise, especially those noises created by fear. We apply the same approach to everything we do, which is the full-fledged detachment from fear-based frameworks and reactive methodologies. Balance, clarity, and simplicity are one of our core assets. Our mission is to help People and Clients with our work; and we work hard and “Skin in the Game” is one of our motto.

Why you do not manage third party funds?

We do not manage third party funds. We are expecting new updated regulations worldwide in the Investment & Finance Industry that promote much more flexibility, incentives, freedom, crowd-in effects, and alignment in new partnership type models in fund management, where all parties (e.g. GP/LP relationship) work together more aligned by understanding what “it takes” in fund management and the concept of “an Active & Aligned Skin in The Game Partnership”. We believe that if that is accomplished, all the strategies, tactics, transparency, compliance, risks, and returns will come along in full, towards one agreed direction. As stated, we believe that current formats and structures will continue to evolve and change. We are awaiting for that time to come.

Do you invest your own money in what you believe in and publish?

Yes, we do. Each Directional Alpha member invests (and will continue to do so) their own money in what we all believe is right and suitable by following the strategies and analysis we publish and shared in all the channels we use. Therefore, transparency is clear. This is one of the main disclaimer we share with People and Clients. As well, we report this in disclaimers in different events like speaking engagements , conferences, and/or presentations (and alike). Positions and strategies followed by each Directional Alpha’s members are available upon request and only upon the submission of a formal communication with identification and the justification in each request. As stated, our Goal is to Help People and Clients with our work based on unconventional methods. We work hard and we have solutions. We can help. Contact us. 

On Communications & Knowledge Products

Why do we use Emails to get in contact?

We believe that email is the best way in which we can get in touch with you for the first time and to allow you to communicate exactly and clearly any question you may have. This also allows us to take the time to fully understand those questions and to reply to you by addressing your requests timely and effectively.

How frequent are your Newsletters?

Our aim is to send weekly or monthly newsletters on our core areas. We don’t follow an strict calendar of delivery. However, the frequency will adapt to timing and also to suitability basis. Therefore, some months you may receive more frequent deliveries than others given events or type of World-Macro issues happening worldwide.

Can I participate in the development of Directional Alpha’s knowledge products?

Yes. We have flexible formats based on revenue sharing arrangements per knowledge product and/or event. We are flexible, but you should note that we will neither change nor adjust any of our content to any third party agenda or objectives that we do not believe in. As such, our asset is to understand issues from a hard data and fact-based view of the world. Only thereafter, we can discuss, delimitate, and partition any type of opinion on the subject matter.

As a result, we invite you to submit any proposal you may think fits with our Mission, Goals, Mindset, Way of Thinking, and our Core. If so, all work with other specialists, organizations, and specialized companies in topics related to our core areas in the future are welcome. If you are interested in working with us, please email us by using the online contact form located in the contact section of our website. Once we review your email, we will revert back to you to follow up and initiate exploratory conversations on the subject matter.

On Training (e.g. online, face-to-face, reschedules, other)

Do you take exams and grade them?

No. Our training events are knowledge acquisition driven rather than test-based focus. People attending our training are focused on quality content rather than being tested on exams regardless their format. We focus on equipping them with suitable, timely, and actionable knowledge ready to use anywhere, anytime.

Do you provide online training or face-to-face training?

We provide both online and face-to-face training. Formats could vary based on the type of events. In general, we deliver more online training. In-house or customized on-site training are pre-arranged in advance.

Can I request training at my Organization?

Yes. We provide training in private event formats and as in-house training. All these events can be customized based on client’s needs. Please contact us by using the online contact form for more information on this.

How do I search for online or face-to-face training events?

All our training events, either past, present or future events, are posted in the training section of our website. Private or in-house training events are posted only if this is agreed upon with each of this client.

Do you have more information about your training?

Please visit our main training page for information about our offering. We update our training page regularly.

How do I book a place on an online event?

Please follow the process posted in our training section. You will receive detailed instructions on how to get access after we have confirmed your place and you have received your joining instructions.

Can my company reserve an entire department/unit for an online training? Can you provide a discount in this case?

Yes. In this case, please contact us by using the online form in the contact section and we will contact you. Note that the best way to deliver our online training to train the entire department/unit is to project the training event by using a projector or an interactive whiteboard, and to use good quality speakers to share the audio in your own conference room. Another option is that each assistant gather around her/his own computer. This is pre-arranged in advance.

What time zone are your training events listed in?

All events are listed in USA Eastern Standard Time.

Are training event times fixed?

Yes, please refer to your reservation confirmation for the exact time.

Will I receive a certificate or proof of attendance for face-to-face and online training events?

Yes. We supply a certificate of attendance for all training events in the form of an Email sent to you directly. We do not provide hardcopies. Note that our training events are crafted for Clients driven by their focus on acquiring specialized knowledge.

Who will run the training?

Our courses are delivered by our staff and sometimes by other practitioners related to our core areas. All training events aim to equip participants with practical knowledge, hands on approaches, and easy-to-apply methods.

How do I book a training event?

All our training events are posted and updated regularly in our main Training page.

What can I do if the course I would like to attend is fully booked?

We always do waiting lists to try to deliver additional training events. In these cases, we will be in contact with you to keep you posted on status and availability.

Can I provisionally reserve a place on an event?

No. Unfortunately we can only accept firm reservations for our events. A firm reservation means when the training is paid in full.

What communications will I receive about this event?

All communications will be sent via email within 48 hours of firm and paid reservation. After that, you will receive your joining instructions before the event. A reminder email will be sent days before the event. If any changes occur before the event, we will be contacting you. You can contact us anytime by using the online form in the contact section.

Can I transfer from one event to another?

Yes. Please use our online contact form to provide us with the new event code and new event date that you would like to transfer to.

Can another colleague attend on my behalf?

Yes, but you have to inform us 2 (two) working days prior to the event via Email by using the contact form located in the contact section of our site.

Can I receive training materials for an event as I was unable to attend?

If you are unable to attend an event, we will send out the training material to you electronically. In these cases, we will charge you a full invoice for the training event once we send the training material.

When will training materials be made available?

Training material from past training events will be sent to you electronically soon after the training event or within 2 (two) weeks after the end of the training event.

Can I have a hardcopy of the training presentation?

We provide only electronic copies so you can print the material anytime.

Can I provide feedback on the event?

Yes. Your feedback is critical to improve our performance and development. Generally after the event, we take a survey or we email you a feedback form that you can complete. If you have any more comments or questions about the event, please let us know by using our online form in the contact section.

Are online events live or recorded?

Both; but we aim to deliver more live online training at a specific time. In this case, you will be informed of all steps and details to attend the online event. The most common format are online webinars or online conferences.

How are your online training?

Our online training are interactive as well as face-to-face training, and we always conduct Q&A sessions.

Are online events similar to a face-to-face events?

An online event is a replica or very similar to the face-to-face training event. Customized in-house training could have other formats, settings, and time allocations.

How long does the online training last for, and will we get a break?

Our online training events last usually between 1 (one) and 4 (hours) hours depending on each specific topic. Sometimes, we arrange online training events for more than 4 (four) hours. In general during a two-hour online event you may get a five to ten-minute break. In-house or face-to-face training could last much more given that are arranged and agreed upon with each client.

How do I ask questions in online training?

We use specific technology for online training where you can ask questions through an onscreen chat window. The host will explain this Q&A feature at the start of the session. Questions are answered live by the presenter, either throughout or at the end of the online event.

Can I reserve a seat for the event on the same day of the training event?

Yes, you can. If there are places available, you can do a firm reservation 10 (ten) hours before the event.

Are the number of places on each event limited?

For face-to-face training events, numbers are limited on each training event to facilitate interaction with everyone attending. The maximum number of seats varies for an online event.

Where can I make reservations? Can I do it via Email?

All reservations can be made through our website by using the store/cart section. Once, you purchase the events you like, your reservation is considered firm. All firm confirmations must be paid in advance. You will receive a reservation confirmation as soon as your firm reservation has been paid and processed. No email reservations will be accepted, except for in-house or face-to-face customized private training events.

How can I pay for a training event?

We only accept credit cards.

When will I receive my joining instructions?

Once you receive your confirmation, you should receive joining instructions with a link to the online event before the event. You will also receive a reminder days before the event. If you don’t receive the link, this could be because the email may have gone into your junk or spam folder, or because the email address you provided was incorrect. If this happens, please contact us immediately by using the online form in the contact section.

When should I log in to the event?

Please try log in to the online training event 10 (ten) minutes before the start time. This will also give you time to be prepare your devices for the online training.

Who should I contact if I cannot log in?

If you have any issues on your logging in, please contact us via the online contact form in the contact section.

Can I get transferred to another event?

No. You have to first cancel your selected event. Once your cancellation is being approved and you are reimbursed, you have to make a new reservation in the new training event you want.

What equipment do I need?

To be able to participate in an online training event you need a PC or laptop or smartphone, a broadband internet connection/WIFI, microphone, and headphones or speakers. If you are training with a group of people, you will also need a projector or interactive whiteboard.

Can I ask questions online?

Yes. You can ask questions through the onscreen chat window only. The trainer will read all suitable questions during or after the delivery of the training.

Will I receive technical support?

No. We use specific technologies that enable us to deliver quality online training with almost error free delivery. It is your responsibility to check all your preferred devices and internet connections at your end and any technical issues you may have. We recommend you to test all your preferred devices and internet connections at least two days in advance prior to the online training event.

Are online training materials available?

Depending on each training event, you will be able to download the presentation handouts or any material or receive them electronically after the event. There could be cases where training material are sent to you or you can download them prior the event depending on the type of training. All training materials will be available for download or be sent to you in electronic form.

Can I receive the recording of an online training?

Event recordings are exclusive to those who have purchased a seat on a specific event and are not available to a wider audience. Event recordings will be uploaded to a specific section in our website or sent to those registered electronically.

If I cannot make the time for the online training and nothing else is available, can I get a recording of the event?

Only those who purchased and are confirmed for an online training event can get the materials electronically as explained in this section.

On Prices, Returns, and Refunds

What currency is used in the prices I see on the website?

Otherwise stated explicitly, all prices displayed on this website are quoted in United States Dollars and subject to change without notice at any time at Directional Alpha’s discretion.

What are the Returns and Refunds Policy of your subscriptions and products?

Purchases of downloadable products/services are final and non-refundable. Purchases of online product and services packages, downloads, eBooks, electronic and online products/services, extended online access, and previous year sales are final and non-refundable. Knowledge Products “360 Series” papers Cancellation / Refund Policy. Knowledge Products of the “360 Series” papers once they are purchased, paid, and electronic delivery is completed (that happens upon payment), are not refundable and no returns will be accepted.

Subscriptions such as the monthly subscription can be cancelled anytime upon receiving a notice via our contact form. Past subscription payments are considered final and not refundable.

Returns of paper-based materials will be accepted within 10 (ten) working days of the date you receive your order. NO returns will be accepted less than 10 (ten) working days prior to the training event, regardless of when the order was received. All returns are subject to a return fee of $100 (one hundred United States dollars). The paper-based materials must be returned in original, like-new, resalable condition and in the original packaging and/or shrink-wrap in order to be considered for a refund.

Defective materials may be exchanged for the same product within 30 (thirty) working days of delivery.

Cancellation of any individual physical component that are not electronically delivered or are not online products as described earlier, contained within a product package will require the remaining items to be charged at full retail value plus a $100 (one hundred United States dollars) cancellation fee. In case of products to be delivered, all associated shipment costs, including duties, customs and/or brokerage fees, are non-refundable and are the responsibility of the customer.

Requests for orders to be cancelled after they are processed will result in the refund after applying a $100 (one hundred United States dollars) administrative fee. If the order has been shipped and is in transit with postal services, the refund amount will be that refund amount less the shipment costs, in addition to the refund fee of $100 (one hundred United States dollars).

You must contact us through email by using the contact form in the contact section of our website to obtain a return authorization number and to arrange the location and address to return the materials. The box the materials are returned in must be postmarked within 14 working days of receipt of the order, and you need to write the return authorization number on the outside of the box. Refunds will be issued to the original payment method within 30 to 45 working days after the return is received.

If Directional Alpha cancels or changes the training event, will it be rescheduled?

We will try to reschedule all training events that are cancelled and/or changed. We can cancel or amend all our courses until 3 (three) working days before the organized date, but we will keep you updated of any changes.

What is your cancellation policy for your Live or Face-to-Face Classes, Online Courses, Web-based Courses, Classes, and Training?

You may cancel within 10 (ten) working days after the date of your purchase, unless the event falls within the same period. In that case, no refund will be made if you make a cancellation within 10 (ten) working days before the date of the training. Note that any kind of training are only eligible for cancellation and refund within 10 (ten) working days of purchase, and only if the course or class has NOT been accessed and/or taken place. A $100 (one hundred United States dollars) administrative fee will apply. Web-based courses and classes may not be eligible for Replays or Retakes, as archives are available. In this case, we have the right to change this policy at any time without notice.

Cancellation requests must be provided in writing via email to Directional Alpha by using the contact form in the contact section of the website 10 (ten) working days in advance of the training event start date. Refunds will be issued, less a $100 (one hundred United States dollars) processing fee. No refunds can be granted if cancellation occurs less than 10 (ten) working days prior to the training event start date of the event, or if the registrant fails to attend.

If you cancel your enrollment in a Live Class or Face-to-Face Training Classes can only be cancelled before 20 (twenty) working days of the training or classes start date. You will receive a full refund upon the return of unused materials, for up to 30 working days after the date of purchase. If you cancel your enrollment before 20 (twenty) working days of the training or class start date, a fee of $100 (one hundred United States dollars) will apply. All class materials must be returned in original, like-new, resalable condition and in the original packaging and/or shrink-wrap. In the unlikely event that we cancel a class, you will be notified in advance whenever possible, and you will be eligible for a full refund.

Please make sure you notify us via the online form in our contact section. All such requests must include the contact details you provided as part of the purchase process. For full details of our cancellation policy, please review periodically our terms of use section.

Reschedules and Transfers

If you need to reschedule (change the date) or transfer (change the location of) your public live training, please contact us through email by using the online contact form in the contact section. All reschedule/transfer requests are subject to space availability in the requested training dates. The rescheduled/transferred training must be of the same title as the prior enrollment. If you would like to reschedule/transfer to a training of a different title, a return will be processed and you will be enrolled in the new class, provided your request is received within 30 (thirty) working days of original purchase, subject to a $100 (one hundred United States dollars) fee stated herein.

Please review periodically the Terms of Use, Privacy Policy, and other Disclaimers, which are subject to change without notice.

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