

# Event Details

- **Event Name**: Learn Stock Investing from Jamie Beaton, Tiger Analyst
- **Event Start and End Date**: Sat, 27 May, 2017 at 10:00 am
- **Event Description**: Final tickets selling fast!
Make sure you secure one of the last remaining seats to this rare opportunity.

Learn Stock Investing from the youngest Tiger Management analyst ever, 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 The University of Auckland, AUT 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;

6. High achieving high school students with intensive skills in mathematics or economics; 

Fundamental equity analysis is the style of investing used by Warren Buffet, Julian Robertson, George Soros, Bill Ackman, Carl Icahn and Seth Klarman. It 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 crucial and what are universities actually covering?

a. Finance Degrees – largely theoretical information taught by professors who are functionally economists largely driven by the EMH or academic financiers who are often focused on purely quantitative analysis.

b. Liberal Arts Degrees – no specificity in stock picking, finance or accounting.

c. Commerce Degrees – some engagement with basic finance concepts but no stock picking.

Result? Weakness in stock picking ability in young people in general, and a requirement for people to develop skills on the job at investment firms or in MBA programmes. For even the most equipped finance graduates, there is still an immense gap between your skillset at graduation, and the skillset required to begin successful equity investments. 

There is a quantum leap between commerce and finance degrees and successful equity investing. 

Fundamental equity analysis is one style of investing you need to know and for the first time in New Zealand history, a Tiger Management hedge fund analyst, Jamie Beaton, is here to deliver a 2 day intensive boot-camp 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. 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 $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. 

This 2 day fundamental equity investing boot camp personally taught by Jamie Beaton in Auckland 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 to the 2 days of invaluable insights, you will receive an intensive reading list  that will highlight essential content you need to read, and nothing you don’t. 

Timeline:

10am – 5pm Saturday 27th May 2017
10am – 5pm Sunday 28th May 2017

Tickets:
$250 NZD for students (must show student ID at the door)
$450 NZD for young professionals 

"Enthusiastic Investor" Ticket Pricing: (up till May 15th)
$185 NZD for students 
$320 NZD for young professionals
- **Event URL**: https://allevents.in/auckland/learn-stock-investing-from-jamie-beaton-tiger-analyst/182503312271976
- **Event Categories**: Art, literary-art, Business, Entertainment, Parties
- **Interested Audience**: 
  - total_interested_count: 0

## Ticket Details


## Event venue details

- **city**: Auckland
- **state**: AU
- **country**: New Zealand
- **location**: AUT - Auckland University of Technology
- **lat**: -36.8527681
- **long**: 174.7670291
- **full address**: AUT - Auckland University of Technology, 55 Wellesley Street East, Auckland, New Zealand

## Event gallery

- **Alt text**: Learn Stock Investing from Jamie Beaton, Tiger Analyst
  - **Image URL**: https://cdn-az.allevents.in/banners/3a8453247054635deacd8b272f0da3d1

## FAQs

- **Q**: When and where is Learn Stock Investing from Jamie Beaton, Tiger Analyst being held?
  - **A:** Learn Stock Investing from Jamie Beaton, Tiger Analyst takes place on Sat, 27 May, 2017 at 10:00 am to Sat, 27 May, 2017 at 10:00 am at AUT - Auckland University of Technology, 55 Wellesley Street East, Auckland, New Zealand.

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