Keystone Analyst Program
Developing conviction and humility in investment analysts by building their self-awareness and self-belief so they can work on their strengths and derailers, and add more value to investment teams.
Want to be a great investor? That’s an inside job
Your training and experience have helped you master the fundamentals: financial modelling, valuations and market analysis, to name a few.
These technical skills are essential for a career in investing. But they’re not enough to take you to the next level.
True career progression in investing comes from a different set of capabilities. While there are nuances between asset owners and managers, and public and private markets, it boils down to:
- deal origination or generating investment ideas
- Negotiating deals or executing your ideas
- fundraising.
These are your outer game, the visible performance that gets you promoted and paid, and builds your personal brand as an investor.
Yet here’s the catch…
You can’t play the outer game well without also working on your inner game. That means developing:
- Conviction – Clarity around your own values and investment thesis
- Humility – The mindset to listen and lead under uncertainty
- Self-belief – Confidence and trust in your abilities and potential
And that’s the same across all asset classes, investment styles and fund types.
Keystone will help you connect the dots between what you know and how you show up.
Between the investor you are and the investor you’re becoming.
Because in this business, relationships matter and can’t be outsourced to AI.
Sound like you?
Keystone is designed for investment analysts (2-8+ investing experience) who want to:
- Learn from leading investors – Hear how they’ve developed conviction and humility. Read insights we’ve captured from panelists Amy Xie Patrick, Arms Rosenberg, Peter Steyn and Ana Bessonova.
- Improve self-awareness and self-belief – Pinpoint strengths and growth areas, and develop the habits that build self-belief.
- Be more impactful and effective – Hear the feedback and get the tools to unlock your full potential.
- Build adaptability – Map your path to greater conviction, humility and self-belief.
- Join a supportive network – Do this powerful development work alongside industry peers.
Are you in?
Star investors are made, not born. I didn’t start with a passion for investing – I built it by finding purpose and embracing who I am. Those are the drivers behind my performance success, not technical skill.
Meet the Sydney panelists
What you get
- Enneagram profiling to help you better understand your strengths and derailers, motivations and triggers.
- 2 x in-person workshops, including panels with leading investors
- Targeted feedback on our defined conviction, humility and self-belief framework, developed in partnership with leading investors.
- Access to a supportive network of industry peers for collaboration and learning.
- A personalised development plan to tackle the one big thing you need to do differently to unlock your potential.
Meet your facilitator: Yolanda Beattie
I’ve worked in and around the funds management industry for over 20 years, helping investment professionals build the skills and mindsets needed for long-term success.
That’s why I know developing conviction and humility isn’t just about technical expertise—it’s about understanding yourself. You need the space to reflect on your strengths, growth areas, and career aspirations, combined with structured feedback and practical strategies to take your performance to the next level.
Throughout Keystone, I’ll share tools that deepen self-awareness, strengthen emotional intelligence, and build the self-belief needed to navigate uncertainty and make better investment decisions. You’ll be part of a learning experience that challenges your thinking, connects you with industry leaders, and surrounds you with like-minded peers who make the journey more rewarding.
Investment and key dates
This program has been designed for organisations committed to investing in their high-potential analysts. Participant fees are $2,500 plus GST. Future IM/Pact partners receive a 10% discount.
Early bird discount is $2,100 plus GST for registrations before 30 June 2025 (Melbourne only. Sydney early bird discount closed 30 April).
In-person workshops will be held at Mercer offices in Sydney (100 Barangaroo Ave, Sydney) and Melbourne (727 Collins St, Melbourne). Places for our 2025 program are limited. Register now.
Sydney program
Kick off
29 May: 10-11 am
Virtual kick-off introducing key concepts and preparation work
Day 1
19 June: 9-5 pm
- Investor panel
- Building self-belief by improving self-awareness and EQ
- Pinpointing your conviction and humility growth goal
Action learning
June – July
- Feedback request via online framework
- Manager meeting to discuss learnings and challenges
- Peer group pod catch-ups
Day 2
16 July: 9-5 pm
- Investor panel
- Mapping out your development plan
Embed
Post program
Discuss and refine plan with manager, peers and other stakeholders
Melbourne program
Kick off
3 Sept: 10-11 am
Virtual kick-off introducing key concepts and preparation work
Day 1
30 Sept: 9-5 pm
- Investor panel
- Building self-belief by improving self-awareness and EQ
- Pinpointing your conviction and humility growth goal
Action learning
October
- Feedback request via online framework
- Manager meeting to discuss learnings and challenges
- Peer group pod catch-ups
Day 2
28 Oct: 9-5 pm
- Investor panel
- Mapping out your development plan
Embed
Post program
Discuss and refine plan with manager, peers and other stakeholders
