PROTECTION TEAM LEADER

LEADERSHIP & MANAGEMENT

7KHXOWLPDWHTXDOL¿FDWLRQTXHVWIRU(OLWH3URWHFWLRQSHUVRQQHO
that wish to upgrade their skills
For better Leading, Commanding and Operating
A Protection Team
In the various Protection tasks worldwide

PROTECTION TEAM OPERATION

A Specialized course designed to enhance and upgrade the methods,
Tactics and skills to be used by Elite Protection Personnel
Operating in Protection (Classic & High risk) of VIPs and assets

1 3

7 4

6 5
The International Security Academy ‫המכללה הבינלאומית לאבטחה‬
Israel ‫ישראל‬

Certificate ‫אישור‬ Certificate of professional qualification

‫אישור התמחות מקצועית‬
This is to certify that: Mr. Chak Noris :‫הוענקה ל‬
Has attended the special practical training for
‫על השתתפות באימון מיוחד להכשרת‬
VIP / CLOSE PROTECTION & COUNTER TERRORISM
TEAM LEADER
And accomplished all requirements for graduation
‫ועל עמידה בהצלחה בכל הדרישות‬
Counter Terrorism awarness
Israeli VIP Protection - Clasic & HR
Israeli Combat/Tactical Methods - Unarmed & Armed
Operational Leadership skills & live practice
Live practice in various countries

Mr. Mirza DAVID ‫מירזה דוד‬ ‫מר‬ Mr. Nir DAVID ‫ניר דוד‬ ‫מר‬
Founder & Executive Director Program Director
‫מייסד ומנכ“ל‬ ‫מנהל קורס‬
Date:...........................................................
 High Risk Protection
A specialized course designed to enhance and upgrade the methods,
Tactics and skills used by Elite Protection Personnel
From the Governmental & Civilian sectors in High Risk Protection missions.
Insight
With Terrorists, separatists, fundamentalist and criminals trying to capitalize on the
advancement of growing nations as they struggle to achieve economic development through
foreign investment, High Risk VIP's and Assets Protection operations
has become a necessity.
There is a growing tendency for authorities to give Civilian Protection
Operatives more responsibility on various protection missions. These responsibilities
were traditionally held byfactions of law enforcement.

The need for qualified, capable Protection operatives to provide services related to VIP's and
Assets Protection described as High Risk protection missions has multiplied many folds.

Many companies today are re-establishing themselves in order to fill the void.

For VIP Protection operatives to remain leaders in this field it has become necessary to single
out specialized training concerning the principals and practice of protection and operation in
high risk protection missions.

The International Security Academy – Israel recognizes the need for these VIP
Protection operatives to maintain their role as industry leaders. In response we offer specialized
training designed to enhance, upgrade and sophisticate the operational capability of those
providing protective services described as High Risk protection missions.

Our objectives
To provide our trainees with advanced methods and skills that will allow them to both respond
to and neutralize a wide variety of threats to the safety and well-being of the VIP or Asset they
are designated to protect.

To provide our trainees with advanced knowledge to better provide protective services in a wide
range of environments.
,QVLJKW
)RURSHUDWRUVWRUHPDLQOHDGHUVLQWKLV¿HOGLWKDVEHFRPHQHFHVVDU\WRVLQJOHRXW
VSHFLDOL]HGWUDLQLQJFRQFHUQLQJDOVRWKHSULQFLSDOVDQGSUDFWLFHRIRSHUDWLQJLQKLJK
ULVN]RQHVDVSHFLDOW\RIWKH,VUDHOL3URWHFWLRQHVWDEOLVKPHQWV
7KH,QWHUQDWLRQDO6HFXULW\$FDGHP\±,VUDHOUHFRJQL]HVWKHQHHGIRUWKHVHRSHUDWRUV
WRPDLQWDLQWKHLUUROHDVLQGXVWU\OHDGHUV,QUHVSRQVHZHRIIHUVSHFLDOL]HGWUDLQLQJ
GHVLJQHGWRHQKDQFHXSJUDGHDQGVRSKLVWLFDWHWKHRSHUDWLRQDOFDSDELOLW\RIWKRVH
SURYLGLQJ +LJK ULVN SURWHFWLYH VHUYLFHV LQ JHQHUDO DQG SURWHFWLYH VHUYLFHV LQ +LJK
5LVN=RQHVLQSDUWLFXODU

,QWHQGHGIRU
Women & men age 21-50 withIRUPHUSURSHUTXDOL¿FDWLRQLQ&ORVH9,3SURWHFWLRQLQFOXGLQJ
XQDUPHG DUPHG7DFWLFDOUHVSRQVHPHWKRGV
2XUREMHFWLYHV
‡7RSURYLGHRXUWUDLQHHVZLWKDGYDQFHGPHWKRGVDQGVNLOOVWKDWZLOODOORZWKHPWRERWKUHVSRQG
WRDQGQHXWUDOL]HDZLGHYDULHW\RIWKUHDWVWRWKHVDIHW\DQGZHOOEHLQJRIWKH9,3RU$VVHWWKH\
DUHGHVLJQDWHGWRSURWHFW
‡7RSURYLGHRXUWUDLQHHVZLWKDGYDQFHGNQRZOHGJHWREHWWHUSURYLGHSURWHFWLYHVHUYLFHVLQD
ZLGHUDQJHRIHQYLURQPHQWV
7UDLQHH¶VDFKLHYHPHQWV
‡8QGHUVWDQGLQJWKHIXQGDPHQWDOVRIDSURWHFWLRQWHDPLQDPDQQHUWKDWHPSKDVL]HVWHDP
LQWHJUDWLRQFRRSHUDWLRQDQGFRPPXQLFDWLRQHOHPHQWVRID9,3SURWHFWLYHPLVVLRQ
‡7KHDELOLW\WRSODQWKHVDIHDUULYDODQGGHSDUWXUHRID9,3ZLWKLQWKHFRQWH[WRID9,3
3URWHFWLRQ7HDPPLVVLRQ
‡8QGHUVWDQGLQJKRZWRUHOD\DFFXUDWHLQIRUPDWLRQVXFKDVGHVFULSWLRQVDQGGLUHFWLRQVWR
RWKHUVLQDSURWHFWLYHVHUYLFHWHDP
‡7KHDELOLW\WREXLOGHIIHFWLYHSURIHVVLRQDOUHODWLRQVKLSVZLWKWKHSROLFHVHFXULW\SHUVRQQHOWKH
SXEOLFEXVLQHVVHVDQGHPSOR\HHVZLWKLQWKHLU¿HOGRIRSHUDWLRQ
‡7KHDELOLW\WRXQGHUWDNH¿HOGRSHUDWLRQVLQYROYLQJYHKLFOHDQGSHGHVWULDQPRYHPHQW
FRPPDQGFHQWHURSHUDWLRQDQGVWDWLFSRVWDVVLJQPHQWV
‡$ZDUHQHVVRIWHFKQLFDOFDSDELOLWLHVVXFKDVVXUYHLOODQFHGHWHFWLRQDQGDODUPHTXLSPHQW
‡7KRURXJKXQGHUVWDQGLQJRIKRZWKHVHPHFKDQLFDODQGHOHFWURQLFDVVHWVFDQEHLQWHJUDWHG
LQWR3URWHFWLRQ7HDPRSHUDWLRQV
‡8QGHUVWDQGLQJWKHLPSRUWDQFHRISURSHUVWDI¿QJWKHDVVLJQPHQWRISURWHFWLYHVHUYLFHV
DQGRWKHUVHFXULW\SHUVRQQHODVLWUHODWHVWRWKHSURWHFWLRQRIWKH9,3
‡8QGHUVWDQGLQJRIWKHDELOLW\WRH[HFXWHWKHQHFHVVDU\PDLQWHQDQFHSURFHGXUHVRIVHFXUHG
DUHDVRYHUH[WHQGHGSHULRGVZKHUHWKH9,3UHPDLQVVWDWLF
‡8QGHUVWDQGLQJRIWKHYDOXHRIVXFKUHODWLRQVKLSVLQWHUPVRIHQKDQFLQJVHUYLFHWRWKHFOLHQW
DVZHOODVLQFUHDVHGVDIHW\IRUWKHFOLHQWDQGRWKHUVDVVLJQHGWRWKHPLVVLRQ
‡7KHWUDLQLQJZLOOTXDOLI\XSJUDGHVRSKLVWLFDWHDQGHQKDQFHWKHWDFWLFDOFDSDELOLW\DQG
RSHUDWLRQDO¿WQHVVRIWKRVHZKRZRUNRULQWHQGWRZRUNDV+LJK5LVN3URWHFWLRQ2SHUDWLYHV
‡)DPLOLDULW\ZLWKW\SLFDODWWDFNHUSUR¿OHVDQGDFWLRQVEDVHGRQDQGLQFOXGLQJFDVHVWXGLHV
RIDWWDFNVWUDWHJLHVHQFRXQWHUHGGXULQJ+LJK5LVN=RQHRSHUDWLRQV
‡8QGHUVWDQGDQGSUDFWLFHVFDQQLQJWKHVXUURXQGLQJVIRUWKUHDWVLQRUGHUWRUHVSRQGWR
WKHPDSSURSULDWHO\
‡.QRZOHGJHRIWKHEDVLFLQIRUPDWLRQQHFHVVDU\WRLQWHJUDWHDOOHOHPHQWVRI+LJK5LVN
SURWHFWLYHPLVVLRQVLQWRDZRUNLQJ¿HOGRSHUDWLRQ
‡8QGHUVWDQGDQGSUDFWLFHFRQYR\IRUPDWLRQVDQGYHKLFXODUPRYHPHQWWDFWLFVDQGVWUDWHJLHV
‡([SRVXUHWRWKH$UDE,VODPLFFXOWXUHLWVVRFLDOKDELWVWKHUHOLJLRQWKHODQJXDJH
DQGWKHULWXDOV
:KDWLVVRVSHFLDOLQWKLVWUDLQLQJSURJUDP"
‡7KHWUDLQLQJZLOOH[SRVHWKHSDUWLFLSDQWVWR,VUDHOLXQLTXHH[SHUWLVHZKLFKZDVDFFXPXODWHG
LQ/HEDQRQDQGRWKHU+LJK5LVNDUHDVLQWKH0LGGOH(DVW
‡7KHWUDLQLQJLQFOXGHVVLPXODWLRQVDQG³OLYH´GULOOVLQDWUDLQLQJFHQWHUNPIURPWKHFLW\
RI*D]DDQGDOVRWKHERUGHUZLWK/HEDQRQ
‡7KHWUDLQHHVZLOOEHKRVWHGE\$UDEIDPLOLHVIRUDEHWWHUXQGHUVWDQGLQJRIWKH$UDE,VODPLF
FXOWXUHUHOLJLRQPDQQHUVDQGODQJXDJHLQRUGHUWRDYRLGXQZDQWHGDQGXQQHFHVVDU\
FRQÀLFWVZLWKWKHORFDO$UDERU0XVOLPSRSXODWLRQLQWKHVH+LJK5LVN=RQHV
‡7KHWRWDOHQYLURQPHQWDOFRQGLWLRQVWKHFOLPDWHDQGWKHSRSXODWLRQLQ,VUDHODUHWKHPRVW
VXLWDEOHIRUWKHVLPXODWLRQRI,VUDHOLSURYHGWDFWLFDOUHVSRQVHPHWKRGV

6\OODEXV
0RGXOH7KH3RWHQWLDO$GYHUVDU\
3UR¿OHVRI&ULPHVDQG7HUURULVP
‡&ULPLQDORUJDQL]DWLRQV
‡,QWURWR7HUURULVP
‡:KDWLV7HUURULVP
‡7HUURULVW*URXS3UR¿OHV
 ‡:KHHORI7HUURU
 ‡7HUURULVW7DFWLFV
‡7HUURULVPLQWKHSDVWDQG7UHQGVIRUWKH67
 ‡6XLFLGH7HUURULVP
‡,VODPLF*URXSVDQG7KHLU,PSDFWRQ:RUOG7HUURULVP
 ‡,QWHUQDWLRQDOWHUURULVP
 ‡$O4DHGD
‡+LVWRU\RI7HUURULVPLQWKH86$
‡7KHULVHRI5LJKW:LQJ)XQGDPHQWDOLVP
‡+LJK7HFK7HUURULVP
‡:RUOG7KUHDW(YDOXDWLRQ
‡:RUOG5LVN0DS
0RGXOH+RZWRFRQGXFWLQ$UDE0XVOLPFRXQWULHV"
7KHWRWDOHQYLURQPHQWDOFRQGLWLRQVWKHFOLPDWHDQGWKHSRSXODWLRQLQ,VUDHODUHWKHPRVWVXLW-
DEOHIRUWKDWH[SRVXUHWRWKH$UDE,VODPLFFXOWXUHLWVVRFLDOKDELWVWKHUHOLJLRQWKHODQJXDJH
DQGWKHULWXDOV
7RSLFDO&RQWHQW
‡)DPLOLDUL]DWLRQZLWKWKH$UDE,VODPLFFXOWXUHUHOLJLRXVPDQQHUVDQGODQJXDJH
‡7KH0XVOLP:RUOGDQGWKH$UDE:RUOG
‡([WUHPH,VODPLFPRYHPHQWVDQGWKHLULPSDFWVRQWKHHQWLUH0XVOLP3RSXODWLRQ
‡7\SLFDO7HUURULVPDWWDFNVZLWKLQWKH0XVOLP3RSXODWLRQ
‡$QHPSKDVLVRQWKHRSHUDWLYHDQGRSHUDWLRQDODVVRFLDWLRQVRIWKHVHWRSLFVZLOOEHJLYHQEDVHG
RQ,VUDHOLV&ROOHDJXHVDQG*UDGXDWHVH[SHULHQFHVEDVHGDOVRRQZRUOGZLGHFDVHVWXGLHV
‡7KHSDUWLFLSDQWVZLOOEHKRVWHGGXULQJWKHWUDLQLQJDPRQJVW$UDEDQG0XVOLPSRSXODWLRQ
7KH,VODPLF5HOLJLRQ
‡7KHHVWDEOLVKPHQWRI,VODP
‡7KH.RUDQ
‡7KHGHYHORSPHQWDQGH[SDQVLRQRI,VODP
‡7KH6XQQLDQGWKH6KLLWH0RVOHPV
‡7KH¿YHFRPPDQGPHQWVRI,VODP
‡7KHFRQFHSWRIMLKDGDQGVKDKLGKRO\ZDULQ,VODP
7KH0XVOLP:RUOGDQGWKH$UDE:RUOG
‡([SODQDWLRQRIWKHFRQFHSWRI³$UDEQHVV´
‡7KH$UDELDQSHQLQVXODDVWKHELUWKSODFHRI³$UDEQHVV´
‡0XVOLPVDVRSSRVHGWR$UDEV
‡,VODPLF5HYROXWLRQ
‡3ROLWLFDO,VODP
%HKDYLRUDO&KDUDFWHULVWLFV
‡6WUXFWXUHRIWKH$UDEIDPLO\
‡)DPLO\KRQRU
‡$WWLWXGHWRZDUGVZRPHQ
‡7KHHIIHFWRISURJUHVVRQ$UDEVRFLHW\
‡$WWLWXGHWRZDUGVIROORZHUVRIRWKHUUHOLJLRQVPRQRWKHLVPLGROZRUVKLSSHUV
‡7KHPRVTXHDVIRFDOSRLQWRIDFWLYLW\
‡&RPPXQLW\DFWLYLW\
‡7KHVDQFWLW\RIOLIHFRPPLWWLQJVXLFLGHDVDVKDKLG
‡7KH)DWZD
‡([SORUDWLRQRIZHVWHUQRSHQQHVVDQGGHPRFUDF\
‡:D\VRI/LIH
‡)DPLO\(YHQWV±-R\DQG*ULHI
‡)HVWLYDOVDQG0HPRULDO'D\V
‡:RPDQ¶V6WDWXV
‡6WUXFWXUHDQG0HDQLQJRIWKH$UDE1DPH
0RGXOH3URWHFWLRQ7HDPRSHUDWLRQ±&RQFHSWV 0HWKRGV
9,3&ORVH3URWHFWLRQLQ0RWLRQ:DONLQJIRUPDWLRQV7HDPRSHUDWLRQ
‡9,33URWHFWLRQ7HDP
‡7KH2EMHFWLYHRIWKH3URWHFWLRQ7HDP¶V$UUD\
‡7KH2EMHFWLYH
‡7KH3URWHFWLRQ7HDP
‡6SHFL¿F3HUVRQQHODQG5HVSRQVLELOLWLHV
‡2I¿FHU,Q&KDUJH
‡7HDP/HDGHU
‡6KLIW/HDGHU
‡([SORVLYH2UGLQDQFH'LVSRVDO(2'
‡7DFWLFDO&RPPXQLFDWLRQV2I¿FHU7&2
‡$GYDQFH2I¿FHU$2
‡3HUVRQDO3URWHFWLRQ2I¿FHU332
‡5HVSRQVH2I¿FHU52
‡+HDY\:HDSRQ
‡&RPPDQG3RVW2SHUDWRU&32
‡,QWHOOLJHQFH2I¿FHU,17(/
‡3HUVRQDO&RQGXFWDQG$WWLWXGHV
‡%ULH¿QJWKH7HDP
‡7HDP(TXLSPHQW
‡'UHVV&RGH
‡6HFXUH$IUHD
‡+ROGLQJ5RRP
‡6HFXULW\3HULPHWHU
‡6HFXULW\3RVW
‡&RPPDQG3RVW&3
‡3KRQHWLF$OSKDEHW
‡7HDP2SHUDWLRQ
‡6LWH6XUYH\
‡3UHOLPLQDU\$FWLRQV
‡*RDOVRI3UHOLPLQDU\$FWLRQV
‡7KH3URFHVV
‡3HUIRUPDQFHRI3UHOLPLQDU\$FWLRQV
‡3RVLWLRQ+ROGHUV
‡$VVLVWDQFHRI$X[LOLDU\)RUFHV
‡,QWURGXFWLRQWR$QWL6DERWDJH6FDQQLQJ
‡*RDOVRI$QWL6DERWDJH6FDQQLQJ
‡6FDQQLQJWKH7HUULWRU\
‡(2'6ZHHS
‡:KDWLV6FDQQLQJ"
‡0RUQLQJ/DXQFK
‡6WDJHVRI6FDQQLQJ
‡&ORVXUH
/RZ3UR¿OH3URWHFWLRQ
9,3&ORVH3URWHFWLRQLQ0RWLRQ0XOWLSOH&RQYR\9HKLFOHXVH
‡2SHUDWLRQDOHPEDUNLQJDQGGLVHPEDUNLQJ
‡7ZRDQGWKUHHFDUVGULOOV
‡0RWRUFDGH±SODQQLQJ RSHUDWLRQ
‡&RQYR\FRQWURO
‡7\SHVRIDWWDFN
‡7\SHVRIDPEXVK
‡$QWLDPEXVKGULOOV
‡'HIHQVLYHWDFWLFV
‡$WWDFNVFHQDULRVSUDFWLFH
6XUYHLOODQFHGHWHFWLRQ±$GYDQFHG
‡6XUYHLOODQFHPHWKRGV
‡6XUYHLOODQFHYXOQHUDELOLWLHV
‡,GHQWLI\LQJWKHDGYHUVDU\
V¶LQIRUPDWLRQJDWKHULQJ
‡(YDGLQJWKHDGYHUVDU\
V¶LQIRUPDWLRQJDWKHULQJ
‡&RXQWHUVXUYHLOODQFH
‡(OHFWURQLFVXUYHLOODQFH
‡(OHFWURQLFFRXQWHUPHDVXUHV
‡$QDO\VHVRISDVWHYHQWV
‡3URWHFWLRQWHDP¶VFRQFHSWVPHWKRGV WDFWLFV
‡7KHUROHRIDWHDPOHDGHU±RI¿FHULQFKDUJH
‡7KHGLIIHUHQFHUROHVZLWKLQDFORVHSURWHFWLRQWHDP
‡3ULPDU\ VHFRQGDU\URXWHSODQ
‡5DQJHRIFRPPXQLFDWLRQWHFKQLTXHVWREHXVHGZKLOVWRQIRRW
‡7KHDWWULEXWHVRIDQHIIHFWLYHWHDP
‡,PSRUWDQFHRINQRZLQJDQGXVLQJRWKHUWHDPPHPEHUV¶DELOLWLHVDQGVNLOOV
‡,PSRUWDQFHRISHUVRQDODQGWHDPSUHSDUDWLRQ
‡7KHLPSRUWDQFHRIHIIHFWLYHFRPPXQLFDWLRQZLWKLQWKHFORVHSURWHFWLRQWHDP
‡$FWLRQFDQEHWDNHQWRFRXQWHUXQZDQWHGVXUYHLOODQFH
‡7KHUROHRIDVHFXULW\DGYDQFHSDUW\
‡7KHSXUSRVHRIUHFRQQDLVVDQFH
‡,VVXHVWREHFRQVLGHUHGZKHQFRQGXFWLQJDUHFRQQDLVVDQFH
‡&RQGXFWDUHFRQQDLVVDQFH
‡(IIHFWLYHFRPPXQLFDWLRQZLWKLQWKHFORVHSURWHFWLRQWHDPQHFHVVDU\ZKHQGHDOLQJ
ZLWKLQFLGHQWVDQGGLOHPPDV
‡,PSRUWDQFHRISRVWVHFXULW\
‡6HFXULW\DVSHFWVLQ+RWHOV
6QLSLQJ±3ULQFLSOHV
‡9XOQHUDELOLW\DVVHVVPHQW
‡&RXQWHUPHDVXUHV
‡)LHOGH[HUFLVHV
/DQG1DYLJDWLRQ&RPER
‡%DVLF0DS6NLOOV ‡&RPSDVV)DPLOLDUL]DWLRQ
‡,GHQWLI\7RSRJUDSKLF6\PEROV ‡,QWHUVHFWLRQ
‡7HUUDLQ)HDWXUHV ‡0RGL¿HG5HVHFWLRQ
‡,GHQWLI\D*ULG ‡1DYLJDWLRQLQRSHQGHVHUWDQGXUEDQDUHDV
‡'HWHUPLQH(OHYDWLRQ ‡)LHOGH[HUFLVHV
‡&RQYHUWLQJ*ULG0DJQHWLF$]LPXWKV
6XUYLYLQJ.LGQDSSLQJ +RVWDJHVLWXDWLRQV
$QWL6DERWDJH±DGYDQFHG
7KLVLQVWUXFWLRQHPSKDVL]HVRQGHWHFWLRQDQGSUHYHQWLRQQRWGLVSRVDORIH[SORVLYHWKUHDWV
0HWKRGV RI VHDUFK WHFKQLTXHV DUH FRYHUHG DV ZHOO DV SUHYHQWLYH SURFHGXUHV WR LPSOHPHQW
DV SROLF\ LQ SXEOLF EXLOGLQJV LQFOXGLQJ KRZ WR SUHSDUH IRU ³WKUHDW FDOOV´ 3HUVRQDOLW\ SUR¿OHV
RIERPEWKUHDWFDOOHUVDQGDFWXDOERPEHUPRWLYDWLRQVDUHH[SORUHGLQGHWDLO:KLOHZHGRQRW
H[SHFWWRWUDLQERPEGLVSRVDOWHFKQLFLDQVZHGRKRSHWRLQVWLOODVXI¿FLHQWOHYHORINQRZOHGJH
VRWKDWRXUJUDGXDWHLVFDSDEOHRIRIIHULQJLQWHOOLJHQWDGYLFHWRKLVHPSOR\HUHVWDEOLVKLQJEDVLF
VDIHW\SURFHGXUHVDQGNQRZLQJZKDWWRGRGXULQJDERPELQJLQFLGHQW
‡7\SHVRI([SORVLYHV ‡0HWKRGVRI&RQFHDOPHQW
‡7\SHVRI([SORVLYH'HYLFHV ‡%RRE\WUDSV0DLOERPEV&DU%RPEV
‡7\SHVRI0HFKDQLVPV ‡7UHDWPHQWRI0DLO3DUFHOVDQGJLIWV
‡7\SHVRI'HWRQDWRUV ‡6HDUFK3URFHGXUHV
‡+RPH0DGHDQG,QFHQGLDU\'HYLFHV ‡0HWKRGVRI6HDUFKIRU%XLOGLQJV9HKLFXODU
‡0HDQVLQXVHE\WKHDGYHUVDU\ ‡0HDQV ([SORVLYH'HYLFHV,GHQWL¿FDWLRQ
6QLSLQJ±3ULQFLSOHV
‡9XOQHUDELOLW\DVVHVVPHQW
‡&RXQWHUPHDVXUHV
‡)LHOGH[HUFLVHV
6XLFLGHERPELQJ
‡+LVWRU\RIVXLFLGHERPEHUVDQGPRGHUQWHUURUWUHQGV
‡:RUOG-LKDG%DFNERQHRI‡$IJKDQLVWDQYHWHUDQV‡
‡6XLFLGH7HUURU5DWLRQDODQG-XVWL¿FDWLRQV
‡2UJDQL]DWLRQDQGUHFUXLWPHQWRIVXLFLGHERPEHUV
‡7UDLQLQJVXLFLGHWHUURULVWVIRUKLV³KRO\´PLVVLRQ
‡6XLFLGH0RGXV2SHUDQGLFDVHVWXGLHVVWRSUHVHQW
‡7\SHVRIVXLFLGHGHYLFHVLQFOXGLQJFDUERPEV
‡6FHQHVDQGIRRWDJHFDSWXUHGIURPWHUURULVWV
¿OPLQJWKHLULQWHOOLJHQFHJDWKHULQJDFWLYLWLHV
‡&RS\FDWVXLFLGH
‡)RUFHGVXLFLGH
‡0DVVVXLFLGH
‡7DFWLFV
‡%RPEHU3UR¿OH
‡0XUGHUVXLFLGH
‡5LWXDOVXLFLGH
‡5DQJHRIRSLQLRQV
‡6XLFLGHQRWH
‡7HHQDJHVXLFLGH
‡9ROXQWDU\HXWKDQDVLD
‡6RFLDO9LHZVRQ6XLFLGH
‡)HPDOHVXLFLGH
‡,GHQWL¿FDWLRQ GHWHFWLRQRIVXLFLGHERPEHUV
‡'HDOLQJZLWKLPPLQHQWDWWDFNE\DUPHGVXLFLGHERPEHU
‡,QFLGHQWPDQDJHPHQWWLSVDQGJXLGHOLQHV
‡7KHRXWOLQHVRIDVXFFHVVIXOVHFXULW\SODQWRFRXQWHUWKLVWKUHDW
‡7KHLPSRUWDQFHRISUHYHQWLRQDQGKRZWRGHSOR\DQGGHWHFWLPPLQHQWDWWDFNV
‡+RZWRUHVSRQGVDIHO\WRLQFLGHQWVZKLFKPD\LQYROYHVHFRQGDU\ERPEVRUERPEHUV

6HFXULW\$EURDG
‡$LUSODQH+HOLFRSWHU
‡6HD7UDQVSRUWDWLRQ
‡%RUGHU&URVVLQJ3URFHGXUHV
‡8QRI¿FLDO&URVVLQJV&KHFNSRLQWV
‡,QWHUQDWLRQDO%RUGHU&URVVLQJV
‡*HQHUDO&URVVLQJ*XLGHOLQHVDQG3UHFDXWLRQDU\0HDVXUHV
‡1DWLRQDO&KHFNSRLQWV
‡$XWKRUL]HG*RYHUQPHQW&RQWUROOHG
‡8QDXWKRUL]HG0LOLWLD&RQWUROOHG
‡*HQHUDO*XLGHOLQHVIRU8QDXWKRUL]HG0LOLWLD&RQWUROOHG&KHFNSRLQWV

2SHUDWLQJLQ+RVWLOH(QYLURQPHQWV
6XUYLYLQJ.LGQDSSLQJDQG+RVWDJH6LWXDWLRQV
‡,QWURGXFWLRQ
‡3KDVHRQH7KH&DSWXUH
‡3KDVH7ZR7KH7UDQVSRUW
‡3KDVH7KUHH7KH+ROGLQJ3HULRG
‡3KDVH)RXU5HOHDVH5HVFXHRU(VFDSH
‡$IWHUPDWK
‡3UHYHQWLRQ
‡6XUYHLOODQFH
0RGXOH(PHUJHQF\7DFWLFDOUHVSRQVHPHWKRGV
:HDSRQV)DPLOLDUL]DWLRQ
‡)DPLOLDUL]DWLRQZLWKWKHZHDSRQVDQGRWKHUYDULRXVPHDQVXVHGE\³EDGJX\V´
‡)LHOGH[HUFLVH
‡&RXSOHRSHUDWLRQ
‡7HDPRSHUDWLRQ
‡3URWHFWLRQRI9,3
VIDFLOLWLHVDQGDVVHWVLQ+LJK5LVN=RQHV
‡/RZSUR¿OHSURWHFWLRQ'LVJXLVLQJXQGHUFRYHURSHUDWLRQ
‡8VHFRQFHDOHGVSHFLDOZHDSRQ
‡(PHUJHQF\DWWDFN7DFWLFDO5HVSRQVH0HWKRGV
7KHXVHRI¿UHDUPVFRPELQHGZLWKYHKLFOHV
‡6KRRWLQJIURPDYHKLFOH±ERWKSLVWRODQGORQJJXQV
‡7KHXVHRIYHKLFOHDVDFRYHU
‡(PEDUNLQJDQGGLVHPEDUNLQJXQGHU¿UH
‡9HKLFOHDVDZHDSRQ±EORFNLQJDQGUDPPLQJ
‡9HKLFOHHVFRUWSURFHGXUHV
‡&DUGULOOV
:HDSRQVRI7HUURULVP6PDOO$UPV([SORVLYHV ,QFHQGLDULHV
‡,QWURGXFWLRQ
‡6PDOO$UPV
‡([SORVLYHV ,QFHQGLDULHV
‡1XFOHDUDQG5DGLRORJLFDO:HDSRQU\

0RGXOH0DQDJHULDO6NLOOVIRUWKH7HDP/HDGHU
7KHPRGXOHKDVWKHIROORZLQJOHDUQLQJREMHFWLYHV
‡'HYHORS&ORVH3URWHFWLRQ8QLW6WDQGDUG2SHUDWLQJ3URFHGXUHV623V
‡5HFUXLWFORVHSURWHFWLRQSHUVRQQHODVD3RVW0DQDJHU
‡(VWDEOLVKDQGPRQLWRUUHJXODUVNLOOVPDLQWHQDQFHWUDLQLQJIRUWHDPPHPEHUV
‡(VWDEOLVKDQGPDLQWDLQVKLIWURVWHUVDQGURXWLQHWHDPPDQDJHPHQWVNLOOV
‡0DQDJHSHUIRUPDQFHRIWHDPRUXQLWSHUVRQQHO
‡0DQDJHWHDPORJLVWLFVDQGUHVRXUFHVHIIHFWLYHO\
‡'HYHORS&RQFHSWVRI6HFXULW\DQG2SHUDWLRQDO3ODQV
‡'HOLYHU2SHUDWLRQDO2UGHUVDQG%ULH¿QJV
‡([HFXWH2SHUDWLRQDO3ODQVDVD6KLIW/HDGHUDQG7HDP/HDGHU
‡&RQGXFW$IWHU$FWLRQ5HYLHZV
0DQDJHULDO6XEMHFWV
‡7DFWLFDO7KLQNLQJ &RPPXQLFDWLRQ
‡,QIRUPDWLRQ ,QWHOOLJHQFHJDWKHULQJ ‡7\SHVRI(TXLSPHQW
‡,QIRUPDWLRQ6HFXULW\%DVLF3ULQFLSOHV ‡$UHDVRI&RPPXQLFDWLRQ
‡7DUJHWHG$QDO\VLVUHVLGHQFHRI¿FH ‡6DWHOOLWH&RPPXQLFDWLRQV
‡2SHUDWLRQDO$QDO\VLV³6FHQHRIDFWLRQ´ ‡2SHUDWLRQDO&RPPXQLFDWLRQV
‡5LVN$VVHVVPHQWDQG6LWXDWLRQ$QDO\VLV
‡&RRUGLQDWLRQ0HHWLQJ
‡6HFXULW\RI*URXSV&RQIHUHQFHVDQG'HOHJDWLRQV
‡3ODQQLQJWKH3URWHFWLYH(IIRUW
‡7KH2SHUDWLRQ3ODQ
‡7KH2SHUDWLRQDO'HSOR\PHQW
‡'HFR\DQG'HFHSWLRQ
‡,QIRUPDWLRQVHFXULW\
‡3URFHGXUHV5RXWLQH (PHUJHQF\
‡&RSLQJZLWKKLJKVWUHVVVLWXDWLRQVPHWKRGV
‡%ULH¿QJDQG'HEULH¿QJ
6SHFLDO(YHQWV
8QGHUVWDQGLQJWKHULVNPDQDJHPHQWIRUODUJHSXEOLFJDWKHULQJVVXFKDVFRQFHUWVSROLWLFDODQG
VSHFLDOHYHQWV)RFXVLVWKHPXOWLIDFHWHGSUREOHPVWKDWFRQIURQWVHFXULW\VSHFLDOLVWLQHYHU\-
WKLQJIURPWKH3RSH
VYLVLWLQRSHQDLUUHOLJLRXVHYHQWVWRWKHFRQYHQWLRQFHQWHUURFNFRQFHUW
(VSHFLDOO\UHOHYDQWIRU3URWHFWLRQDQG6HFXULW\6SHFLDOLVWZKRZRUNZLWKPXVLFJURXSVRUFOLHQWV
ZKRUHJXODUO\DSSHDULQSXEOLFHYHQWV
5LVN$QDO\VLVDQG5LVN)DFWRUV+HDOWKDQG6DIHW\&URZG0DQDJHPHQW6HFXULW\6WDII5HFUXLW-
PHQWDQG7UDLQLQJ*HQHUDO/LDELOLW\DQG,QVXUDQFH&RYHUDJH
7KHFRPPDQGSRVWFRQWURO
‡2SHUDWLRQVFHQWHU5RRP&DU+HOLFRSWHU
‡(TXLSPHQW
‡*HQHUDO5HTXLUHPHQWV
‡2SHUDWLRQ2UGHUV
‡2SHUDWLRQDO'XWLHV
6XSHUYLVLRQ +XPDQ5HODWLRQV
7KHDELOLW\WRPDQDJHVXSHUYLVHDQGEXLOGHIIHFWLYHKXPDQUHODWLRQVDPRQJVWDIILVDSULFHOHVV
VNLOODQGRQHWKDWLVOLWWOHXQGHUVWRRGRUSUDFWLFHG)RUWKHSULYDWHVHFXULW\SURIHVVLRQDOLWLVDQ
HVVHQWLDOVNLOO
/HDGLQJ0RWLYDWLQJ&RPPXQLFDWLQJ7HDP%XLOGLQJ6HOHFWLQJ7UDLQLQJ&RPSHQVDWLQJDQG
'LVFLSOLQLQJ(PSOR\HHV3RZHU$XWKRULW\ 'HOHJDWLQJ&RSLQJZLWK-RE6WUHVV

³/LYH'ULOO´3UHSDULQJDQGDFWLYDWLQJDQLQWHJUDWHGSURWHFWLRQSODQ
 0RGXOH2SHUDWLRQDO/HDGHUVKLSGHYHORSPHQW
7KHXOWLPDWHTXDOL¿FDWLRQTXHVWIRU(OLWH3URWHFWLRQSHUVRQQHO
WKDWZLVKWRXSJUDGHWKHLUVNLOOV
)RUEHWWHUOHDGLQJFRPPDQGLQJDQG2SHUDWLQJ
$3URWHFWLRQ7HDP
,QWKHYDULRXV3URWHFWLRQWDVNVZRUOGZLGH
3URJUDP DFWLYLWLHV
‡7KHSDUWLFLSDQWVZLOOUHFHLYHVWXG\LQJPDWHULDOVPRQWKSULRUWRWKHLUDUULYDOWRWKHWUDLQLQJ
‡&RPELQDWLRQRIWKHRUHWLFDODQGSUDFWLFDODFWLYLWLHV
‡<RXZLOOEHDPRQJVWSHHUVZKRZLOOEHIRULQVSLULQJ\HWFKDOOHQJLQJGD\VRQDFRPSHWLWLYH
H[SHGLWLRQLQWKHKHDUWRI,VUDHO¶VQDWXUDOWHUUDLQ
‡7KHFRUHRIWKHSURJUDPZLOOEHH[SRVHGWRWKHSDUWLFLSDQWVRQO\DIWHUWKH¿UVWGD\V
RIWKHH[SHGLWLRQ
‡7KLVLVDPLVVLRQQRWRQO\WREULQJWRJHWKHUSHHUVIURPGLIIHUHQWFRXQWULHVEXWWRDOVRH[SRVH
WKHPWRH[SORULQJQDWXUHZKLOHVLPXOWDQHRXVO\GLVFRYHULQJWKHLULQQHUVWUHQJWKEDVHGOHDGHU
VKLSWKURXJKH[SHULHQFLQJFKDOOHQJHVWHDPH[HUFLVHVDQGSK\VLFDODFWLYLWLHVOLNHQLQJVZLP
PLQJELNLQJFOLPELQJVDLOLQJDVZHOODVGULYLQJ:'MHHSV
‡'XULQJWKHVHGD\V,6$¶VLQVWUXFWRUVZLOOOHDGWKHWHDPVZLWKEDFNSDFNVVOHHSLQJEDJVDQG
DEVROXWHQHFHVVLWLHVDOVRLQZKHHOVGULYHMHHSVWRDQXQIRUJHWWDEOHH[SHULHQFH
‡7KHFRPELQDWLRQRISHUVRQDOFKDOOHQJHVDVZHOODVWHDPGHYHORSPHQWEHKDYLRUPDNHV
WKLVH[SHGLWLRQVRVSHFLDOHQFRXUDJLQJEURWKHUKRRGVKDULQJDQGOHDUQLQJ
$&+,(9(0(176
7KHSDUWLFLSDQWVZLOO
‡'LVFRYHUDQGGHYHORSWKHLUOHDGHUVKLSVNLOOVEDVHGRQWKHLULQQHUVWUHQJWK
‡+DYHWKHRSSRUWXQLW\WRGHSOR\WKHLQQHUVWUHQJWKEDVHGRQVPDOOWHDPDVVLJQPHQWV
‡8QGHUVWDQGWKHDGYDQWDJHVRIOHDGHUVKLS
‡.QRZ8QGHUVWDQGHYDOXDWHDQGSUDFWLFHWKHULJKWOHDGHUVKLSVW\OHDQGPHWKRGVZHQHHGWR
DSSO\IRUHDFKRIWKHVLWXDWLRQKHPD\IDFHZLWKD3URWHFWLRQZRUOGZLGH
4XDOLWLHV 4XDOL¿FDWLRQVWREHWHVWHGDQGHYDOXDWHG
‡3K\VLFDO¿WQHVV
‡'HWHUPLQDWLRQ
‡%HDULQJ
‡$JJUHVVLYHQHVV
‡$WWHQWLRQWR'HWDLO
‡&RPEDWVSLULW
‡5HVSRQVLYHQHVV
‡&RXUDJH
‡)OH[LELOLW\
‡)XQFWLRQXQGHUSUHVVXUH
‡3DWLHQFH
‡5HOLDELOLW\DQGOR\DOW\ ‡&RPPLWPHQW
‡,QLWLDWLYH ‡2UGHUDQGGLVFLSOLQH
‡7DFWLFDOUHDVRQLQJ ‡'HFHQWDSSHDUDQFH
‡(PRWLRQDOVWDELOLW\ ‡8QDUPHGFRPEDW
‡,QWHJULW\ ‡8VHRIZHDSRQ
‡&DQGRU ‡&RPEDWVKRRWLQJ
‡&RQ¿GHQFH ‡$ELOLW\WRZRUNLQDWHDP
‡'LVFUHWLRQ ‡7DFWLFDOUHDVRQLQJ