$204.77 – $2,038.74

Primary Research for Stock 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 primary research skills for stock investing with hedge fund analyst, Jamie Beaton.

What is primary research?

Primary research is differentiated insights you find through your own research initiatives that are not sourced from third parties. The process to perform primary research and execute it successfully is crucial to finding a differentiated edge as a stock investor.

Fundamental equity analysts at hedge funds around the world as well as equity research teams at investment banks like Goldman Sachs leverage primary research extensively. In these intensive courses, Jamie will take you through a deep dive in how primary research is planned and conducted providing insightful case studies and knowledge that you cannot get anywhere else. Whether you want to utilize these insights to dazzle your interviewers or to enhance your investment returns, primary research skills will empower your finance career.

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 7th and August 8th.

The advanced course will take place from 6pm - 9pm on August 9th and August 10th. (Attendees must attend intermediate beforehand).

1. Identifying companies for which Primary Research can provide a meaningful competitive advantage

2. Body Language and Vocal Analysis (Advanced)

i) Extracting insights into personality and management style from live and recorded interviews

3. A Deep Dive into Interviewing

i) How to get answers out of people and make them respond to your questions

ii) What types of questions to ask to garner maximum information

iii) How to screen interviewees for time-efficient analysis

iv) Sample questions used to extract powerful insights

4. A Deep Dive into Surveying

i) How to construct a survey to ask meaningful questions

ii) Types of Surveys

iii) How to find relevant respondents online and offline

iv) Biggest pitfalls of surveying

v) Examples of Exceptional Surveys (Advanced)

5. A Deep Dive into LinkedIn analysis of Companies

i) Employee Churn Analysis

ii) Finding, Screening and Building A Network of Experts

iii) Customizing messages and contacts to optimize replies

iv) Advanced Tips for Success with LinkedIn (Advanced)

6. A Deep Dive into GlassDoor Analysis of Companies

i) Leveraging platform analytics to extract meaningful insights

ii) Understanding management performance through the lens of the employee

iii) Dissecting employee comments in the face of substantial bias to unpack what is happening

iv) Using salary offerings of employees to build understanding of competitive positioning

7. A Deep Dive into Yelp and TripAdvisor Analysis of Companies (Advanced)

i) Using aggregated review data to extract meaningful insights (Advanced)

ii) Using consumer comments and reviews to extract meaningful insights (Advanced)

iii) Sample process for Yelp/TripAdvisor exploration to maximize time efficiency (Advanced)

8. Case Study 1: Avon Products - Unravelling the Mystery of Multi-Level-Marketing (Advanced)

9. Case Study 2: Seaworld - Tracking Price Discounts through Web Scraping (Advanced)

10. Case Study 3: GNC - Understanding consumer inflection points through interviewing

11. Case Study 4: Netflix - Pinpointing rapidly shifting consumer demand through surveying


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

Activist Investing

https://www.eventbrite.com.au/e/learn-activist-investing-from-hedge-fund-analyst-jamie-beaton-tickets-35162004502

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

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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Date and Time

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The University of Sydney

Camperdown

Sydney, NSW 2006

Australia

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