WHO WE ARE:
Oakbridge Stock Trading Institute Inc. (OSTII) is a Financial Market Institution that provides financial market literacy, comprehensive equities / forex training and Bloomberg certification program based on Bloomberg learning system with a touch of personal experiences from our market veterans. OSTII is also the brainchild advocacy of its founder and chairman, fueled by the belief that financial market education can be attained and afforded by majority of the Filipino population regardless of their social status and profession. OSTII curriculum is a collective wisdom of all its mentors and board of directors which comprises of financial charter holders, MBA, Institutional brokers and Investment bankers. Our varied program is designed by top-caliber markets practitioners, in order to build each student’s foundation based on their trading profile and career objectives. Oakbridge tailor-made course outline spans across a wide array of topics ranging from basic stock market dynamics and fundamentals to interdisciplinary trading strategies, psychology, Bloomberg terminal navigation and risk management. Furthermore, to evaluate each students’ progress, we conduct weekly evaluations which consist of individual portfolio discussion, fundamental / technical case studies and personality assessments.
Honesty and transparency are critical to our advocacy. We pride ourselves on being responsible and accountable for our actions.
We use our experience, expertise and resources to deliver the best, sustainable results.
We persist to do the right thing in the right way. Our business decisions and actions are framed by ethical and moral values as well as legal requirement.
We are committed to building and sustaining our community. We have various ongoing initiatives that cater for the welfare of our society without the need for publicity.
We are passionate about leaving things better than we found them.
Every Trader Matter:
This is at the core of everything we do. We each have our own strengths and weakness. We each have different learning curves. And we each bring our full selves to trading.
MENTORS BOARD OF CREDENTIALS
MENTORS BOARD OF CREDENTIALS
Dennis TanINVESTMENT BANKER
After graduating from Ateneo De Manila University, he joined AB Capital and Investment Corporation -- one of the leading investment houses in the Philippines in the late 90s. He started as a fixed-income securities trader dealing in bonds issued by the government and top Philippine companies. He was responsible for foreign exchange trading as well. Read More...
After several years in the banking industry, Dennis joined a boutique research firm with offices in the US, Hong Kong, and Thailand. For 15 years, he covered and recommended oil and gas companies (listed in the US, Canada, and Australia) to international clients.
Dennis is a Foreign Exchange and Money Market Dealer certified by the Ateneo – Bankers Association of the Philippines Institute of Banking. He is now a full-time trader with Agora Trading Partners. Read Less
Nikki YuCMT, CSR
After graduating from Ateneo De Manila University, she joined ING Private Bank and started as a marketing assistant responsible for private wealth clients for a number of investment products specifically high yield bonds, stocks, currencies and time deposits. Read More...
After several years, she joined Wealth Securities as a research assistant for consumer but later transferred to the sales desk recommending companies (listed in the Philippines) to clients. Read Less
Melvin Jason S. De VeraMBA, CIS, CFMP, CAEA, CATA, AFA
Forex Trader – Elite Level and an Introducing Broker, XM Philippines Read More...
Head Coach, Certified Financial Market Professional Program (CFMP), Certified Advanced Equity Analyst (CAEA), Certified Advanced Technical Analyst (CATA)
President, Finance Educators Association of the Philippines (Fin.Ed)
Deloitte-FINEX 2015-2016 Outstanding Finance Educator for the National Capital Region Accred
ited Capital Market Investment Teacher and Practitioner by the Capital Market Institute of the Philippines Read Less
Carlo B. TiuCSR, CIS, CFMP, CAEA, CATA
Graduate of Pamantasan ng Lungsod ng Maynila, Bachelor of Science in Business Administration major in Finance and Treasury Management
Roberto SamsonCSR, CIS, MBA
He graduated from the Ateneo de Davao University with a degree in Industrial Engineering in 2007 and attained his Master in Business Administration degree from the same institution in 2019. Afterwards, he became a part-time instructor for Graduate School students, teaching Portfolio Management & Investment Analysis at the Ateneo de Davao University. Read More...
He is currently the Business Development Section Head of Mindanao for First Metro Securities, and is based in Davao City since 2014. Read Less
OSTII Philosophy is built within the name itself. Throughout history, the Oak has been represented as a symbol of strength, morale, steadiness and knowledge. It is considered a cosmic storehouse of wisdom embodied in its towering strength and the best representation of all that is true, wholesome, stable, and noble. All these symbolisms of the oak is where our philosophy is founded, we wanted to bridge these qualities to all our students in order for us to bring out the best in them, the Oakbridge way.
Our admission process strive to select for diversity in each batch in the areas of personalities, work, interests, and backgrounds. Our job as mentors is to bring out the strengths in that diversity. For we believe, traders are multi-faceted, they have different needs, objectives and niche.
We support and encourage each student in stepping beyond what is already known and comfortable in order to grow, even if it leads to what could be viewed as “risk & mistakes.” We strive to understand and value the pathway each student is following and try to create an environment that is custom-made for them. We assume that students will make mistakes, fundamentally and practically, and that it is our job to make sure these mistakes are opportunities for growth and increased understanding.
We promote collaborative work and supportive relationships. Even in competitive situations that we encounter, we strive to continue to support each other and to recognize and respect individual differences and accomplishments.
In a similar vein, we believe that our experienced mentors from different charter holders and financial institution do their best when allowed enough autonomy to pursue their passions in teaching, and we value this expertise that our mentors bring to their classes.
In evaluating student progress and performance, we value the consistency of each student in applying the Oakbridge framework powered by Bloomberg Education System which addresses the different ways in which a student performs in our varied curriculum. We use comprehensive data performance to evaluate each student’s progress. We believe that it is critical to focus our evaluations on what growth an individual student has accomplished and where he or she needs to continue to grow and improve.