Online Intensive Program developed with Yale Center Beijing -- Economic Analysis of Hi-Tech Industries 2026
We are pleased to offer an 8-session-long certificate program "Economic Analysis of Hi-Tech Industries" in collaboration with Yale Center Beijing.
Participants who successfully complete the program will receive a Yale SOM certificate of participation.
Contributors
Logan Bender MBA'19, CFA Logan Bender is a Chartered Financial Analyst with a decade of experience valuing and investing in high-tech companies across the U.S. and Asia. Logan graduated from Yale SOM in 2019, with a specialization in asset management. Prior to transitioning into executive finance leadership, Logan built his career as an equity research analyst and investor at leading investment banks and hedge funds, where he specialized in U.S. and Asian technology, media, and telecom companies.
Edward A. Snyder Ted is the William S. Beinecke Professor of Economics and Management at the Yale SOM. He has applied IO frameworks to over thirty industries and product markets in the course of his academic and professional career. This set includes liquid crystal displays, video streaming, payment systems, pharmaceuticals, optical disk drives, and modem chips used in smartphones. He studied economics at the University of Chicago. He served as Dean of three business schools and founded the Global Network for Advanced Management.
Dates and 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)
Program Objectives
- Value Chinese and U.S. high-tech companies with confidence
- Apply economics and 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
More information and signups
For more information, please visit the website of Yale Center Beijing. Signups will launch soon.
FAQ
What is this program about?
This program help you analyze and value high-tech companies in China and the United States, through the lens of a global equity research analyst. The program is strictly live, with instructors present and available for interaction (no pre-recorded content).
Why now? What makes this cohort's timing significant?
The program runs live through the heart of the Q3 2026 earnings season. Over the eight sessions, participants will track real-time reporting from the Magnificent Seven and other leading U.S. tech and software companies, as well as top Chinese high-tech firms.
We will also closely watch and analyze non-earnings market milestones such as anticipated AI-sector IPO activity.
Studying valuation frameworks alongside an active earnings cycle will allow participants to apply what they learn to companies reporting that same week, rather than to historical case studies.
Who will be the program leaders?
The program's leaders are Mr. Logan Bender (CFA, Yale MBA), an experienced global equity research analyst, and Professor Edward A. Snyder, the William S. Beinecke Professor of Economics and Management. Together they previously developed and taught the most subscribed elective in the Global Network for Advanced Management (GNAM) from 2020 to 2024.
Who should take this program?
The program is designed for analytically strong, globally minded professionals and advanced students interested in finance, technology and investing, especially:
- Professionals working in or pursuing careers in investment banking, asset management, equity research, or private equity/venture capital
- Corporate strategy and finance professionals seeking deeper fluency in high-tech valuation
- Advanced students and recent graduates pursuing careers in finance, banking, or investing
Program language is English. English proficiency is advised (TOEFL 90+ or equivalent). Candidates don't need to submit test results.
What does the curriculum cover?
The program blends live current-events analysis with structured frameworks, including:
- Anatomy of a tech earnings release — actuals vs. consensus, guidance, segment performance, margin quality
- Valuation frameworks for high-tech businesses, including network effects, switching costs, and scale/scope economics
- An end-to-end equity research report template and modeling practice
- Industry deep-dives across semiconductors, SaaS, e-commerce, and mobility
- Private markets valuation and pre-IPO to post-IPO dynamics
- AI's impact on high-tech valuation, capital allocation, and analyst workflows
- Geopolitical and regulatory risk factors shaping U.S.–China tech valuations
What is the program format and schedule?
The program consists of eight live, interactive sessions with both faculty members, running from October 10 through November 21, 2026 (Beijing time).
Each session combines current-event analysis of that week's earnings and market news with an applied framework or module. Participants should expect to commit additional time each week to independent preparation, including readings, cases, and modeling exercises.
Will we be able to meet real institutional investors?
Yes. As part of the program, Logan will host a number of impressive Wall Street portfolio managers and institutional investors for guest sessions, with live Q&A.
What does the program cost?
Please refer to the website of our partner, Yale Center Beijing, for more details.
How is the certificate awarded?
A certificate from the Yale School of Management / Yale Center Beijing Program is awarded based on attendance and participation in the live sessions — there are no graded assignments or exams required to earn the certificate.
How do I apply or get more information?
Registration details, including program dates and fee selections, will be made available soon on Yale Center Beijing's website. Once signups launch, we will link a registration form here.
Contact the program team for current application deadlines and additional questions.