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How to Value Any Company in the World [Full] Event Code: 170608LU
This event is fully booked. If you would like to be put on the waiting list, please click here, complete the form and submit it online. When there is seat available, we will inform you by email.

Date 08-Jun-2017
Time 12:15 p.m. - 1:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Dr. Andrew Stotz, PhD, CFA
Award-winning Financial Analyst
Fee HKSFA Member(s) at HK$150.0/person
CFA Candidate(s) at HK$230.0/person
Guest(s) and Non-member(s) at HK$300.0/person
This seminar is qualified for 1 CPT hour(s), 1 CE hour(s), 1 RBV CPD hour(s)
Remarks - CFA Candidate(s) for Year 2017/18 only.
- Sandwiches and drinks will be provided.
- Only Visa and Master Card are accepted for online payment.
- Language: English

HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this Seminar.  If you are members of other CFA socieites and interested in joining this event, please contact HKSFA at

Event Details

Award-winning financial analyst, Dr. Andrew Stotz will teach you:
How to Value Any Company in the World
As simple, yet complete as valuation can be

Value more companies and reach investment decisions faster
Using this standard model allows you to avoid spreadsheet and valuation errors
Free analysts to focus on their forecast and valuation assumptions, rather than building models

Learn a structured framework to value any company in the world. 
Quickly analyze a company's value, reduce valuation errors, and save time.
Faster Analysis Can Mean Higher Returns
Building financial models one-by-one is slow. With this ready-to-use model you can rapidly value any company in the world.
Value more companies and reach investment decisions faster.
Brokers can increase their coverage and fund managers can reach investment decisions faster. The model can be used on any company and allows you to focus on the parts of valuation that really matter.

Reduce Spreadsheet And Valuation Errors
Most company valuation models are built by the analyst covering the company, however, analysts have varying levels of spreadsheet and modelling skills, meaning your models can be full of errors and inconsistencies. But now you can have one standard, flawless financial model that presents a standard valuation methodology. The Valuation Model has been designed and developed over decades meaning it addresses nearly every possible scenario an analyst will encounter. This helps you avoid spreadsheet and valuation mishaps.

Complete More Company Valuations In Less Time
Too much analyst time is spent on financial models. Valu­able time that could be spent elsewhere. This gives brokers time to add that edge needed to attract clients with their research. Fund managers can quickly determine whether an investment idea is worth pursuing. With the Valuation Model analysts never build a financial model again and you dramatically cut analysts' time spent on modelling.

Who should Attend: CEO's Executive Managers, Financial Directors, Presidents

About the Speaker

Andrew Stotz, Ph.D., CFA runs A. Stotz Investment Research which specializes in picking stocks for portfolios. He has lived in Thailand since 1992 and has been a university lecturer and equity analyst since 1993. He graduated with a Bachelor of Science degree in finance and an MBA from California State University. Andrew earned his PhD in finance at the University of Science and Technology of China, with a focus on answering questions raised by fund managers and analysts during his career about picking stocks and managing portfolios.

During his two decades as an analyst, Andrew has written thousands of pages of equity strategy and company research. In fact, in his last year working for investment banks, he published 850 pages of research. His final eight years in the business was spent as a head of research and strategist, managing research teams and writing regular strategy reports.

Prior to Maybank Kim Eng, Andrew was the head of research at CLSA Thailand, was voted No. 1 Analyst in Thailand in the Asiamoney Brokers Polls for 2008 and 2009. He was also voted No. 1 Analyst in Thailand in the 2009 Institutional Investor magazine All-Asia Research Team Report. Meanwhile, his research team at CLSA Thailand was voted No. 1 in both of the above surveys.

Andrew has been a lecturer in finance for 22 years at various universities in Thailand. Since 2013, he has been the president of the CFA Society Thailand and is a member of the Advisory Board at Thammasat University’s Business School.

Andrew co-founded CoffeeWORKS Co. Ltd., Thailand’s leading specialty coffee roaster since 1995, and remains a shareholder and director. Andrew has authored a book that explains Dr. W. Edwards Deming’s 14 points for Management, called "Transform Your Business with Dr. Deming’s 14 Points" and the book "How to Start Building Your Wealth Investing in the Stock Market".

Rating - General 
(Material presented will be basic and of interest to a general audience having no background in the area.)  
Language: English