$204.77 – $2,038.74

Learn Activist Investing from Hedge Fund Analyst, Jamie Beaton

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The University of Sydney

Camperdown

Sydney, NSW 2006

Australia

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Learn Activist Stock Investing from the youngest Tiger Management analyst ever, Jamie Beaton.

Activist investing has created a new era of corporate governance. Activist investors in recent years have replaced CEOs and management teams, boards of directors, forced acquisitions and divestments, reshaped company strategy and created massive public followings behind short positions.

Learn the strategies, tactics and methodologies of activist investing in this exclusive course taught by Jamie Beaton! Dazzle your interviewers, impress your colleagues and master one of the most dynamic and exciting new styles of investing that is redefining financial markets.

Who is this event for?

1. Current university students at University of Sydney, UNSW, UTS, Macquarie and other institutions who want to break into Wall Street with coursework in economics, finance, engineering, statistics, mathematics or computer science.

2. Professionals at KPMG, Deloitte, EY, PWC, Goldman Sachs, JP Morgan, McKinsey, BCG, Oliver Wyman, and other professional/financial service firms;

3. Extremely high achieving high school students with intensive skills in mathematics or economics;

Fundamental equity analysis is one style of investing you need to know and for the first time in Australian history, a Tiger Management hedge fund analyst, Jamie Beaton, is here to deliver 2 intensive 1 day boot camps (intermediate and advanced) that will equip you with the knowledge, insights, and case studies to boost your skill set as an investor.

Jamie completed 10 A Level subjects with 8 A*s and 2 As as Dux of King’s College. This is enough A Levels to receive a 99.95 ATAR not once but twice! 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 $200 MM USD in positions, generated ideas, implemented quantitative trading processes, and met with management teams around the world.

In 2016, Jamie was the youngest person in the world to get into Stanford Graduate School of Business for their elite MBA program with an acceptance rate of 6.1%.

Jamie has raised more than $47 million Australian dollars 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.

Jamie will be personally teaching two 1 day workshops on activist investing at two levels: Intermediate and Advanced. Advanced participants should attend both Intermediate and Advanced level courses.

INTERMEDIATE Activist Investing (1 day, 10am to 5pm): A deep dive into a new era of Corporate Governance


  1. Introduction to Activist Investing - Activist shareholders and their role in capital markets
  2. Activist Investing - Capital Reallocation - Identification of misallocated capital and steps that can be taken to rectify the situation
  3. Activist Investing - Leadership Changes - Identification of underperforming management teams and the steps required to drive shifts in board and management
  4. Activist Investing - Public Short Selling 1 - Why go public with a short case on a company?
  5. Activist Investing - Asset Disposal - Deciding which assets to sell
  6. Activist Investing - Cost Cutting - Identifying cost saving opportunities and the systematic processes activists go through to execute upon them
  7. Famous Activist Investors and their differentiated strategies: a) Carl Icahn b) Bill Ackman c) Daniel Loeb
  8. Case Study 1: Herbalife and Bill Ackman - A Case Study in Short Selling
  9. Case Study 5: New Oriental - A Case Study in Accounting Fraud
  10. Is too much activism bad? An exploration of the usefulness and limitations of Activist investing


ADVANCED Activist Investing (1 day, 10am to 5pm + INTERMEDIATE ): A deep dive into a new era of Corporate Governance

  1. Introduction to Activist Investing - Activist shareholders and their role in capital markets
  2. Activist Investing - Capital Reallocation - Identification of misallocated capital and steps that can be taken to rectify the situation
  3. Activist Investing - Leadership Changes - Identification of underperforming management teams and the steps required to drive shifts in board and management
  4. Activist Investing - Public Short Selling 1 - Why go public with a short case on a company?
  5. Activist Investing - Public Short Selling 2 - Limitations and consequence of public shorting
  6. Activist Investing - Asset Disposal - Deciding which assets to sell
  7. Activist Investing - Cost Cutting - Identifying cost saving opportunities and the systematic processes activists go through to execute upon them
  8. Famous Activist Investors and their differentiated strategies: a) Carl Icahn b) Bill Ackman c) Muddy Waters d) Elliot Management e) Engaged Capital f) Daniel Loeb
  9. Case Study 1: Herbalife and Bill Ackman - A Case Study in Short Selling
  10. Case Study 2: Abercrombie and Fitch - A Case Study in Executive Change
  11. Case Study 3: RJR Nabisco - A Case Study in Leveraged Buyouts
  12. Case Study 4: Valeant and Allergan - A Case Study in M&A Activism
  13. Case Study 5: New Oriental - A Case Study in Accounting Fraud
  14. Is too much activism bad? An exploration of the usefulness and limitations of Activist investing

Interested in other areas of investing? Sign up for Jamie’s other Stock Investing seminars below!

Primary Research

https://www.eventbrite.com.au/e/primary-research-for-stock-investing-from-hedge-fund-analyst-jamie-beaton-tickets-35162642410

Behavioural Finance

https://www.eventbrite.com.au/e/behavioral-finance-for-stock-investing-from-hedge-fund-analyst-jamie-beaton-tickets-35163408702

Stock Valuation Modelling

https://www.eventbrite.com.au/e/stock-valuation-modeling-from-hedge-fund-analyst-jamie-beaton-tickets-35163466876

Risk and Portfolio Management

https://www.eventbrite.com.au/e/risk-and-portfolio-management-for-stock-investing-from-hedge-fund-analyst-jamie-beaton-tickets-35163413717

Equity Investing Case Studies

https://www.eventbrite.com.au/e/learn-stock-investing-through-case-studies-from-hedge-fund-analyst-jamie-beaton-tickets-35163400678

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The University of Sydney

Camperdown

Sydney, NSW 2006

Australia

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