US$250 – US$480

2-Day Intensive Stock Investing Seminar with Jamie Beaton, Tiger Analyst

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University of California, Berkeley

Berkeley, CA

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How did Jamie Beaton get an offer from Tiger Management as the youngest ever analyst? Find out at this intensive 2-day seminar that covers the stock picking strategies that the best hedge funds are using. The content is applicable whether you are new to investing or a seasoned expert, looking to learn more about fundamental equity analysis.

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 UC Berkeley and other institutions who want to break into Wall Street;

3. Professionals at financial services 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 programs. For even the most equipped finance graduates, there is still an immense gap between your skillset at graduation, and the skillset required to begin

There is a quantum leap between commerce and finance degrees and successful equity investing.
In short, this 2-Day Bootcamp will best prepare you for the skillset to begin a job at an investment firm.

Fundamental equity analysis is one style of investing you need to know and for the first time in the US, the youngest ever 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.

After high school, Jamie 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 completed his undergraduate and postgraduate degree in Applied Mathematics - Economics from Harvard in 3 years. 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. As the youngest ever analyst in the company’s history, Jamie managed more than $200M 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 $35 million 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 Berkeley 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:
TBC

Location:
UC Berkeley (specific room TBC)

Early Bird:
$250 for students (must show student ID at the door)
$320 for professionals

Tickets:
$300 for students (must show student ID at the door)
$480 for professionals

We look forward to seeing you there!

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University of California, Berkeley

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