NZ$260 – NZ$420

Learn Fundamental Stock Investing with Tiger Management's Jamie Beaton - AK...

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Sir Owen G Glenn Building, Lecture Theatre 4

University of Auckland

12 Grafton Road, Auckland

New Zealand

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Description

FINAL WEEK SALE LIMITED TO FIRST 25 PEOPLE - ENTER THE CODE 'FINALWEEKSALE' TO GET 40% OFF ALL TICKETS

After an incredible first day including hearing from Lawrence H. Summers, the former Chief Economist of the World Bank, Jamie will be back for Day 2 and it's not too late to get your tickets!

Workshop Description

It's the age-old question for every stock market investor from the newcomer to the seasoned pro, how do you pick a winning stock?

Join former Tiger Management analyst, Harvard grad and youngest Stanford MBA student, Jamie Beaton, as he aims to accelerate your finance career and stock portfolio by showing you how to effectively apply the principles of fundamental equity analysis!

Fundamental equity analysis is the style of investing used by legendary investors Warren Buffet, Julian Robertson, George Soros, Bill Ackman, Carl Icahn and Seth Klarman. It is the most consistent style of investing ever developed, but it is also the most difficult to master.

Here's what Nick McDonald, Founder of Trade With Precision, said about the 2017 workshop - 'Having Tiger Management on his CV tickled my interest, but having built Crimson Education, a company with a nine figure valuation at such a young age (not to mention having Julian Robertson as an investor) convinced me that I had to hear Jamie speak. I went to Jamie's first Auckland event and invited my staff and clients also. We were all impressed with the insights into how a major hedge fund works and how they go about researching and selecting stocks. I highly recommend the course to investors young and old, aspiring or experienced.'

Why is learning how to invest crucial and what are universities covering?

Finance Degrees – largely theoretical information focused primarily on quantitative analysis.

Liberal Arts Degrees – no specificity in stock picking, finance or accounting.

Commerce Degrees – some engagement with basic finance concepts but no stock picking.

The result? General weakness in stock picking and a requirement for people to develop skills on the job or in MBA programs. By attending this workshop, you will come away with the knowledge, insights, and case studies to dramatically boost your skill set as an investor.

Day 2 - Advanced Fundamental Equity Analysis

  • Management Team Due Diligence
  • Mastering Actually Useful Competitor Analysis
  • Market Sizing Analysis
  • The Fundamental Role of Primary Research, the single most important tool in generating excess returns
  • Types of Primary Research performed by Elite Hedge Funds
  • Case Studies of Sea World, Apollo Education Group and GrubHub
  • Short Selling – The Essence of Betting Against a Company
  • Valuation Analysis Advanced Case Study
  • The Process of Idea Generation
  • Myths of the Sell Side – What is Working for Goldman Sachs Equity Research Actually Like?
  • How Do Hedge Funds Make Money Trading Against “sophisticated” Counter-parties Like Goldman Sachs?
  • Best Undergraduate and Postgraduate Universities for Developing Skills in Finance
  • What Are The Key Components of Wall Street? Who Makes The Money?
  • Key Strategies for Breaking into Wall Street

Attend Day 2 if you are:

  • A graduate program or staff member at banks, investment firms or professional service firms.
  • A second or third year student at The University of Auckland, AUT, Massey University, or other institutions and you want to improve your investing skills.
  • A private investor who wants to learn advanced stock analysis techniques.
  • A professional who needs financial skills in their company.
  • A professional looking to transition into finance and investing.
  • A teacher or lecturer in business, economics or related fields.

Feedback from past workshops

'Fantastic presenter and very informative. Great real life examples and clarification of concepts and directly relate to what I'm studying.' - K C, Student, Macquarie University

'Found the course extremely insightful - it was nice to hear such specific case studies and personal stories about the different segments of the industry.' O W, Student, The University of Technology Sydney

'10/10! Overall very impressed. Went into the course a complete novice at investing and now feel like I have been given a solid foundation upon which I can confidently continue my study (and hopefully career) in investing.' - B L, Student, The University of Sydney Australia

'Discussion of relevant resources and case studies were very effective. The course gave better insight into the stock/securities market and how trading is done in the real world. Very excited to put this to good use.' - M W, Student, The University of Sydney

'Fantastic course, hopefully a follow on course could be arranged!' - W B, Student, University of Wollongong

About Jamie:

Jamie completed 10 A Level subjects with 8 A*s and 2 As as Dux of King’s College. He scored Top in the World in A Level English Literature, Top in New Zealand in A2 Business Studies (self-studied) and Top in the World IGCSE English Literature. Jamie coined the term “self-study” after teaching himself 12 different NZQA Scholarship exams and 5 of his A Levels.

After high school, he applied to 25 of the world’s best universities and gained admission into every single one including Harvard, Yale, Princeton, Stanford, Wharton, Columbia, Duke, University of Cambridge and more. Jamie was one of the only students at Harvard to land a Hedge Fund opportunity in their freshman year at quantitative trading firm Weiss Asset Management.

At the age of 19, Jamie joined Tiger Management, the hedge fund founded by billionaire Julian Robertson who was knighted for Philanthropic Service to New Zealand. As the youngest ever analyst in the company’s history, Jamie managed more than USD$200M in positions, generated ideas, implemented quantitative trading processes, and met with management teams around the world. Jamie is currently studying at the Stanford Graduate School of Business for their elite MBA program.

Jamie has raised more than NZ$50M in capital for ed-tech start-up Crimson Education. He is a Forbes 30 under 30 recipient, New Zealand Student Entrepreneur of the Year 2016, and New Zealand Young Innovator of the Year 2016.

You can read about Jamie and Crimson Education in this Forbes magazine article from May 2018 or see him interviewed on Bloomberg in June 2018.

In addition to the two days of valuable insights, you will receive a recommended further reading list and essential content to continue to improve your skillset.

Each day will run from 10am to 5pm with a short lunchbreak.

*A percentage of the ticket price will be donated to The GeneNow Financial Literacy Trust

GeneNow runs workshops to provide skills and build confidence in participants to talk about money in everyday situations. Registered Charities Number 2673531

Got a question? Send an email to info@crimsoneducation.org or post on the Facebook event page.

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Date and Time

Location

Sir Owen G Glenn Building, Lecture Theatre 4

University of Auckland

12 Grafton Road, Auckland

New Zealand

View Map

Refund Policy

No Refunds

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