New Investing Master Class for Auckland and... Wellington!

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Investing Master Class in Wellington

Due to strong demand, we're pleased to announce that Snowball Effect is bringing its Investing Master Class series to Wellington for the first time.

Bevan Wallace from Morgan Wallace will cover the following ground in Wellington's Investing Master Class #1: Valuing early stage companies:

  • Explanation of the different methodologies used to value early stage companies.
  • Demonstration of applying key methodologies to a company.
  • Workshop style case study to apply a valuation methodology.

A bit about Bevan

Bevan Wallace is the executive director of Morgan Wallace, providing value-based strategic advice. He is also the Chairman of Efficient Market Services, the operator of the Unlisted share trading facility.

Bevan has extensive practical experience in preparing valuations and dealing with a wide range of value-based issues pursuant to scoping studies, contract negotiation, industry and company performance reviews and arbitrations. His career spans merchant banking, stockbroking, funds management and financial consultancy. And he has been retained by numerous organisations including The Treasury, Fletcher Building, the Tatua and Westland Dairy Co-operatives and the Government of Samoa.

Spaces are limited. To RSVP, please click here.

Investing Master Class in Auckland

And it's also time to announce Auckland's Investing Master Class #3: Getting to grips with the financials. Grant Anderson, the Head of Accounting at Xero, will lead attendees through:

  • Understanding essential terminology.
  • Interpreting the financials on an offer.
  • Analysing forecast financial information.
  • Identifying risks associated with financials.

A bit about Grant

Grant's career as a finance professional has covered a wide range of business sizes and activities. These range from multinationals down to micro-businesses and from unknown start-ups to household names. His industry experience includes software, manufacturing, tourism, primary industry, and sports.

Grant is passionate about providing small businesses and their advisors with the skills, tools and knowledge they need to succeed. Through his role as Head of Accounting at Xero, Grant is able to combine all of these threads together.

Grant recently graduated from the University of Waikato with an MBA and has returned there as a lecturer in Strategic Corporate Finance to share his experience and skill-set with the next generation of business leaders. Other claims to fame for Grant include holding a US patent for a "big-data" application, appearing onstage as an amateur actor, and being licenced to deal blackjack in New South Wales.

Spaces are limited. To RSVP, please click here.