Learn from Market Veterans
Our instructors bring real-world expertise from Australia's leading financial institutions. Each program combines decades of practical experience with proven teaching methods that build lasting analytical skills.
Dr. Penelope Harwick
Former Chief Investment Officer, Melbourne Capital Partners
After 22 years steering investment strategies for institutional clients worth over .8 billion, Penelope shifted her focus to education in 2023. Her approach combines theoretical frameworks with real case studies from her time managing portfolios during the 2008 crisis, European debt concerns, and recent market volatility. Students particularly value her ability to break down complex valuation models into digestible concepts.
Teaching Philosophy
We believe financial analysis skills develop through guided practice with real market data, not memorization of formulas. Our methodology emphasizes critical thinking and practical application.
Case-Based Learning
Every concept connects to actual company financials and market scenarios. You'll analyze real businesses facing genuine challenges, building pattern recognition that textbooks can't provide.
Socratic Method
Rather than lecture-style delivery, we guide students through questioning that reveals underlying principles. This approach builds confidence in independent analysis and decision-making.
Error Analysis
We examine famous investment mistakes and missed opportunities to understand where analysis breaks down. Learning what doesn't work often proves more valuable than studying success stories.
Peer Review
Students present their analysis to classmates for critique and discussion. This mirrors real-world investment committees and builds skills in defending recommendations under scrutiny.
Personal Development Path
Beyond technical skills, we focus on developing analytical judgment and professional confidence. Each student receives individualized guidance to strengthen areas that matter most for their career goals.
Sienna Blackwood
Senior Mentor & Former Head of Research, Brisbane Investment Group
Sienna spent 18 years building research capabilities at mid-market investment firms across Australia. She specializes in helping students develop their analytical voice and build confidence in presenting complex ideas to senior stakeholders. Her mentorship style focuses on identifying each person's natural strengths while addressing knowledge gaps through targeted practice.
Assessment
We evaluate your current analytical skills and identify areas for development through practical exercises and discussion.
Customization
Your learning path adapts based on your background, goals, and learning preferences to maximize skill development.
Application
Regular one-on-one sessions help you apply concepts to real scenarios and build confidence in your analytical approach.