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Equity Valuation Workshops - Valuation Master Class LIve [Complete] Event Code: 180319W
Date 19-Mar-2018 - 20-Mar-2018
Time 08:45 a.m. - 5:00 p.m.
Venue HKSFA Office, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Andrew Stotz, PhD, CFA
A. Stotz Investment Research
Fee HKSFA Member(s) at HK$2,500.0/person
CFA Candidate(s) at HK$4,000.0/person
Guest(s) and Non-member(s) at HK$4,000.0/person
This seminar is qualified for 13 CPT hour(s), 13 CE hour(s), 0 RBV CPD hour(s)
  • Only Visa and Master Card are accepted for online payment.
  • The fee includes course materials.
  • For attendance-taking purpose, participants’ names and company names (if any) will be given to the speaker at this workshop.
  • This two-day workshop is qualified for 13 CPT hours
  • CPT hours will only be granted to participants who attend all parts of the workshop on the two days.  No pro-rata CPT hours will be awarded.

Event Details Add to Calendar
Event Description:
HKSFA is proud to announce a partnership with A. Stotz Investment Research (ASIR) to deliver Valuation Master Class (VMC) Live. This workshop is a two-day event happening on Monday, 19th March and Tuesday, 20th.
Attendees will learn the most common mistakes in valuation and how to correct them as well as a framework for approaching equity valuation. This framework relies on a proprietary methodology that can be used by financial analysts to quickly create standardized valuation models using only a fraction of the time and effort typically required. The event will introduce attendees to this toolset, familiarizing them with its components and principles. It will be used as the basis for a conversation around the future of financial research and how technology can be used to increase accuracy, quality, and overall efficiency of individual analysts as well as research teams.
The event will also feature brief discussions of attractive or un-attractive stocks and the reasons behind that conclusion.
Highlights of the workshop:
  • Learn the most common errors in valuation and how to avoid them
  • Sharpen your analytical skills and learn best practices for success in an analyst role
  • Gain competence in valuation by applying theory to real-world companies
  • Learn from Dr. Stotz’s firsthand experience
  • Participants will be automatically enrolled in the Valuation Master Class Online Course Module 1 and can begin to leverage it as a resource for future education
 Learning objectives:
  • Understand common-size financial statements analysis
  • Learn to forecast each item in the financial statements
  • Discover typical forecasting mistakes made by financial analysts
  • Develop a deeper understanding of various valuation methods
  • Learn to use financial ratios for financial analysis
About A. Stotz Investment Research

Andrew Stotz, PhD, CFA, is the CEO of A. Stotz Investment Research, a company that provides institutional and high net worth investors with ready-to-invest stock portfolios that aim to beat the benchmark through superior stock selection.

While previously as Head of Research at CLSA, Andrew was voted No. 1 Analyst in Thailand in the Asiamoney Brokers’ Poll in 2008 and 2009. He was also voted No. 1 Analyst in Thailand in the Institutional Investor magazine All-Asia Research Team Report in 2009.

Andrew has been a lecturer in finance for 25 years at various universities in Thailand and is currently a research faculty and a member of the international advisory board at Thammasat Business School and an adjunct professor at the University of Science and Technology of China. He has also served two terms as president of the CFA Society Thailand.

A. Stotz Investment Research (ASIR) is headquartered in Hong Kong with an office in Bangkok, Thailand. The investment process follows ASIR’s proprietary FVMR framework, a framework that marries quantitative and fundamental research, evaluating an asset’s attractiveness on Fundamentals, Valuation, Momentum, and Risk. ASIR’s portfolios are concentrated, yet diversified to manage risk, while still having a high probability of outperformance.