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Learn Stock Investing through Case Studies from Hedge Fund Analyst, Jamie B...

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The University of Sydney

Camperdown, NSW 2006


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Learn Stock Investing through Case Studies from Hedge Fund Analyst and Applied Mathematics Harvard Graduate, Jamie Beaton.

Mastering fundamental equity stock market investing requires a number of core skills across accounting, economics, behavioral finance, primary research and other areas. How do you tie it all together? Through application! In this ground breaking new class, Jamie Beaton will personally take you through powerful case studies illustrating the intersection of many crucial investing skills from start to finish. He will dissect crucial pieces of information with you and in doing so train and improve your skills. Get excited for an extremely practical, nitty gritty deep dive into the world of stock investing through case studies.

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.

The intermediate course will take place from 6pm - 9pm on August 21st and August 22nd.

The advanced course will take place from 6pm - 9pm on August 23rd and August 24th. (Attendees must attend intermediate beforehand).

INTERMEDIATE Equity Investing Case Studies (2 days, 6pm - 9pm): 5 Real Equity Investing Scenarios

  1. Intermediate Case Study 1: Seaworld - Unpacking the hood of a distressed business under public relations difficulties
  2. Intermediate Case Study 2: Google - Understanding competitive dynamics in Advertising
  3. Intermediate Case Study 3: Disney - Understanding synergies between business units
  4. Intermediate Case Study 4: ClubCorp - Assessing the sustainability of roll-ups
  5. Intermediate Case Study 5: SalesForce - Unpackaging cash flow in a Software as a Service Business

ADVANCED Equity Investing Case Studies (2 days, 6pm - 9pm): 5 Real Equity Investing Scenarios

(Prerequisite: INTERMEDIATE Equity Investing Case Studies)

  1. Advanced Case Study 1: Apollo Education Group - A Deep Dive into Merger Arbitrage
  2. Advanced Case Study 2: Yelp - A Deep Dive into Mid-Cap Platform Businesses
  3. Advanced Case Study 3: TradeMe - Dissecting a Local Market Leader
  4. Advanced Case Study 4: Crown Resorts - Statistical Arbitrage between Public Assets
  5. Advanced Case Study 5: Netflix - Assessing the potential of a global disruptor

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

Activist Investing


Primary Research


Stock Valuation Modelling


Behavioural Finance


Risk and Portfolio Management


By registering for this event, you will receive actionable educational content from Crimson Education. You can unsubscribe at any time.

Crimson Education is a proud supporter of UNICEF.

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The University of Sydney

Camperdown, NSW 2006


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