NZ$200 – NZ$380

Learn Stock Investing from Tiger Global Analyst, Jamie Beaton - Wellington

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GBLT1, Old Government Buildings

Pipitea Campus, Law School

Victoria University of Wellington

Wellington, Wellington

New Zealand

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Refunds up to 1 day before event

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Do you want to get ahead in your finance education? Or do you want to land jobs with top hedge funds or investment banks?

Practical stock investing skills and knowledge will give you the edge in an important interview, your degree or your own portfolio.

Learn from former Tiger Global analyst and Harvard alumni, Jamie Beaton.

Who is this event for?

1. Private investors who want to learn more about fundamental investing and self-managing their investment portfolio;

2. Current university students at Victoria University of Wellington, Massey University Wellington, and other institutions who want to break into Wall Street;

3. Professionals at KPMG, Deloitte, EY, PWC and other professional service firms;

4. Professionals looking to transition into finance and investing;

5. Professionals who need financial skills in their company;

Fundamental equity analysis is the most consistent style of investing ever developed, but it is also the style of investing that is the most difficult to master.

Why is learning how to invest properly so crucial?

Stock picking is rarely taught in finance or commerce degrees so most people have to develop skills on the job or in MBA programs. The result? Weakness in stock picking ability in young people and a quantum leap between commerce/finance degrees and successful equity investing.

Fundamental equity analysis is one style of investing you need to know. This workshop will equip you with the knowledge, insights, and case studies to boost your skill set as an investor.

Who is Jamie Beaton?

Jamie attended Harvard University, completing a Bachelor and Masters in Applied Mathematics-Economics two years ahead of schedule.

At the age of 19, Jamie joined Tiger Management, the hedge fund founded by billionaire Julian Robertson. As the youngest analyst in the company’s history, Jamie managed more than $200 million 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 be admitted to Stanford Graduate School of Business’ elite MBA program, which has an acceptance rate of just 6.1%.

Jamie has raised more than $50 million New Zealand 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.

Click here to read a story about the investing workshop he ran in Auckland.

This 2 day fundamental equity investing boot camp will cover:

1. Basic Accounting for Financial Investors
2. Types of Stocks across the Capital Structure
3. Key Sources of Financial Information about Companies and Where to Find Them
4. Relevant Economic Concepts to Investing
5. Key Investor Metrics to Master
6. Key Ratios to Speed up Your Snapshot of a Company
7. Introduction to Margin of Safety Analysis
8. Famous Hedge Funds and Differentiated Aspects of their Strategies
9. The Critical Role of Sell-Side Investor Expectations
10. The State of Market Efficiency
11. Types of Fundamental Equity Investing
12. Management Team Due Diligence
13. Mastering Actually Useful Competitor Analysis
14. Market Sizing Analysis
15. The Fundamental Role of Primary Research, the single most important tool in generating excess returns
16. Types of Primary Research performed by Elite Hedge Funds
17. Case Studies of Sea World, Apollo Education Group and GrubHub
18. Key Community Sources to Get Into the Minds of Other Investors
19. Short Selling – The Essence of Betting Against a Company
20. Behavioral Economics and its Utility for Investing
21. Valuation Analysis
22. The Process of Idea Generation
23. Myths of the Sell Side – What is Working for Goldman Sachs Equity Research Actually Like?
24. How Do Hedge Funds Make Money Trading Against “sophisticated” Counter-parties Like Goldman Sachs?
25. Best Undergraduate and Postgraduate Universities for Developing Skills in Finance
26. Alpha and Beta
27. Factor Analysis and Fama French Modeling
28. What Are They Key Components of Wall Street? Who Makes The Money?
29. Key Strategies for Breaking into Wall Street

In addition, you will receive an intensive reading list.

Time and Dates:
10am – 5pm Saturday 26th August 2017
10am – 5pm Sunday 27th August 2017

Ticket Pricing:
$320 NZD for students (must show ID at the door)
$380 NZD for young professionals

If you have any questions, email info@crimsoneducation.org with the subject line 'Wellington Stock Investing'.

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Date and Time

Location

GBLT1, Old Government Buildings

Pipitea Campus, Law School

Victoria University of Wellington

Wellington, Wellington

New Zealand

View Map

Refund Policy

Refunds up to 1 day before event

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