On March 5, 2026, the EAF Investment Talk, titled “Navigating Equity Markets with a Top-Down Strategy,” left a profound impact on the student attendees, shifting their perspective from chasing quick wins to building lasting investment acumen. The room was packed with enthusiastic students who wanted to unravel the complexities of the market. Our guest speaker was Jimson Chiu, a Senior Research Analyst at a buy side firm and an alumnus of EAF.
Jimson provided a clear and actionable “top-down” framework, demystifying the investment process. Students learned to analyze the bigger picture first—the business cycle and sector trends—before zeroing in on individual stocks. This systematic approach replaced guesswork with a structured method. The most powerful takeaway was the emphasis on process over luck. Jimson’s message that a disciplined and consistent strategy is the key to long-term success resonated deeply. At the end, students felt empowered to make informed and strategic decisions with a professional mindset in their own investment journeys rather than relying on chance.
