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Risk and Portfolio Management for Stock Investing from Hedge Fund Analyst,...

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The University of Sydney

Camperdown, NSW 2006


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Learn Risk and Portfolio Management from Hedge Fund Analyst and Applied Mathematics Harvard Graduate, Jamie Beaton.

If you want to succeed in finance, regardless of whether you want to be a hedge fund analyst, private equity analyst, investment banker, equity trader or quantitative analyst, you will need to understand risk and portfolio management. Understanding what can go wrong and how you can construct a portfolio to minimize downside risk and unnecessary risk taking is crucial for success. University courses in finance often attempt to cover portfolio management but usually with a highly theoretical lens that is very hard to apply to the real world. This is a must attend course for any aspiring financiers and an exciting opportunity to learn from an expert in an interactive environment filled with real-life examples from the front lines of stock investing and risk management on Wall Street.

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 Risk and Portfolio Management (1 day, 10am to 5pm): Optimizing risk and return on your investment portfolio

  1. Alpha and Beta - A Deep Dive
  2. 3 Factor, 4 Factor and 5 Factor analysis models
  3. Capital Asset Pricing Model
  4. Risk-Adjusted Gross and Net Exposure
  5. Portfolio Factor Exposure
  6. Portfolio Construction - How Concentrated Should You Be?
  7. Navigating a short position which is bleeding money
  8. Assessing major risk factors in equity positions
  9. Hedging industry risk through ETF indexes

ADVANCED Risk and Portfolio Management (1 day, 10am to 5pm): Optimizing risk and return on your investment portfolio

(Prerequisite: INTERMEDIATE Risk and Portfolio Management)

  1. Hedging through volatility instruments
  2. Hedging through put options
  3. Hedging through cash holdings
  4. Adjusting exposure as positions shift in size - should you trim positions?
  5. Basket trade investing - when an individual stock bet is not optimal
  6. Sharpe Ratios
  7. Sortino Ratios
  8. Portfolio Optimization through Sharpe Ratios
  9. Position Sizing Guidelines and Practical Considerations

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


Equity Investing Case Studies


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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