Keystone Analyst Program
Developing conviction and humility in investment analysts through self-awareness, emotional intelligence and adaptability.
Establish the foundations for an extraordinary career
Building a successful investments career involves more than honing technical skills. To be great, it’s the non-technical skills like conviction, humility, and self-belief that must be mastered.
Keystone accelerates the growth of investment analysts by developing these critical non-technical traits. Over 8 weeks, you’ll learn from leading investors and your peers, hear pinpointed feedback, and access powerful self-awareness and change tools to maximise your potential and master your inner game.
Here’s how:
- Define your investment identity: Articulate your unique style, align with your strengths, and build lasting confidence. Holding this identity lightly is key.
- Identify your growth edge: Recognise and overcome the beliefs and habits that hold you back so you can manage these derailers and amplify your strengths.
- Commit to change: Rewire your mindset and deepen your emotional intelligence to embed new behaviours that propel professional growth.
Sound like you?
Keystone is designed for high-potential investment analysts (2-6+ investing experience) who want to:
- Learn from leading investors – Hear how they’ve developed their conviction and humility. Check out this great article by panelist Amy Xie Patrick.
- 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 panelists
(more to be added soon)
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 rates are $2,100 plus GST for registrations before 30 April 2025.
In-person workshops will be held at Mercer, 100 Barangaroo Ave, Sydney NSW 2000. Places for our 2025 program are limited. Register now.
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
Want to know more?
Register for our virtual information session on 10 April, 4pm to have all your questions answered.
