A Yale School of Management Program*
Part of the “Read the Future” Series
Yale School of Management | Yale Center Beijing | Fall 2026
Duration 7 Weeks
Program Investment US$8,888 (Discounts Apply)
Format Online, Live Interactive
Program Overview
▪ A practical, leading-edge approach to valuing U.S. and Chinese high-tech companies through the lens of a global equity research analyst. Synchronous interactive sessions span a full quarterly earnings cycle—enabling participants to think like a professional investment analyst and investor.
▪ Track the world's top high-tech companies, including the Magnificent 7 and other leading firms in the world, anticipating the IPOs of OpenAI and Anthropic in Fall 2026.
Contributors
Logan Bender, CFA | Yale MBA ’19
Global Equity Research Analyst
Co-developer of the most subscribed Global Network for Advanced Management elective (2020–2024).
Expert in the analysis and valuation of China and U.S. technology companies.
Prof. Edward A. Snyder
William S. Beinecke Professor • Former Dean, Yale SOM
Professor of Management and Economics
Authority on industrial organization (IO) and competitive strategy
Program Objectives
▪ Value Chinese and U.S. high-tech companies with confidence
▪ Apply economics and industrial organization (IO) frameworks to high-tech industries
▪ Build and defend equity investment theses
▪ Analyze earnings reports like a buy- or sell-side analyst
▪ Assess competition across industries and geographies
▪ Understand AI’s transformative impact on valuations
▪ Evaluate private vs. public market dynamics
▪ Navigate geopolitical and regulatory risk factors
▪ Develop systematic research and critical-thinking skills
The program will be in English, with AI-enabled captions translated into Chinese in real time.
*A Yale School of Management Certificate of Attendance will be awarded upon attendance and participation in all 8 sessions.
Date & Location
▪ Session 1: 10 October 2026, 8:30-10:00am Hong Kong time (9 Oct 5:30-7:00pm Pacific Time)
▪ Session 2: 11 October 2026, 8:30-10:00am Hong Kong time (10 Oct 5:30-7:00pm Pacific Time)
▪ Session 3: 17 October 2026, 8:30-10:00am Hong Kong time (16 Oct 5:30-7:00pm Pacific Time)
▪ Session 4: 24 October 2026, 8:30-10:00am Hong Kong time (23 Oct 5:30-7:00pm Pacific Time)
▪ Session 5: 31 October 2026, 8:30-10:00am Hong Kong time (30 Oct 5:30-7:00pm Pacific Time)
▪ Session 6: 7 November 2026, 8:30-10:00am Hong Kong time (6 Nov 4:30-6:00pm Pacific Time)
▪ Session 7: 14 November 2026, 8:30-10:00am Hong Kong time (13 Nov 4:30-6:00pm Pacific Time)
▪ Session 8: 21 November 2026, 8:30-10:00am Hong Kong time (20 Nov 4:30-6:00pm Pacific Time)
Location: Zoom (live, synchronous)
Session Topics
▪ Program Kickoff, Q3 Preview & ER Framework
▪ The Magnificent 7
▪ First Insights
▪ Valuation Primer
▪ IPO Timing & Catalysts: Anthropic & OpenAI
▪ Semis & Software: AMD, QCOM, PLTR & AI Infra
▪ China Tech: Tencent, Alibaba, Baidu
▪ Wrap-Up & Synthesis: Portfolio Positioning & Q4 Preview
*Session topics, content, and dates are subject to change based on market conditions and the earnings calendar.
Registration
Please click “HERE” to register.
*Registration is subject to approval.
Contact
Please send an email to yalecenterbeijing@yale.edu, or reach out to the Yale Center Beijing Team for inquiries:
WeChat ID: Yalecenterbeijing
Cellphone: +86 13810559940
(Monday to Friday, 9:00-18:00)