Is your edge sharp enough? Enhance you and enhance your return

Content created from a 9x #1 ranked analyst Largest analyst-curated EdTech library
Utilizing the cutting edge EdTech
Multi-form delivery
3,000+ self-assessment learning engine
Instant detailed analyst-curated feedback
Learn Anywhere, at Anytime
iOS and Android Apps
Desktop platform

Our purpose

TheInvestmentAnalyst.com is committed to revolutionizing the investment training market by combining unmatched industry expertise, a passion and track record for teaching, and a drive for innovation.

Recognizing the existing void in quality and diversity of training, our founder, Geoff Robinson, an ex-UBS Managing Director and 9-time #1 ranked Institutional Investor analyst, took the initiative to build a superior platform that genuinely caters to the learning needs of budding and experienced investment professionals.

We firmly believe that real-world market experience cannot be substituted or outsourced. Thus, our platform is built and operated by highly acclaimed professionals who have rich experience in the market and a thorough understanding of instructional design and delivery.

Our purpose extends beyond profit margins. We are independent of private equity backing, which allows us to prioritize creating and nurturing intellectual property and invest in the value we deliver to our users rather than being driven by EBITDA considerations.

TheInvestmentAnalyst.com exists because we must challenge the status quo and raise the bar for investment training. We aspire to equip the investment community with more than commoditized knowledge by nurturing talent to think critically, adapt, and excel in the worldwide rapidly evolving and challenging investment landscape. Our goal is to set a new benchmark in investment training that fosters talent, instills deep market knowledge, and promotes lifelong learning.

We exist because we are passionate about fostering investment talent.

We exist because we can make a difference.

And most importantly, we exist because the investment training market needs us.

What do we do?

Instructor-led training

Under the helm of Geoff Robinson's #1 ranked analyst team, TheInvestmentAnalyst.com delivers unrivaled investment training. We offer versatile in-person, virtual, or hybrid programs and can tailor them to your specific needs. Our training envelops financial analysis, modeling, valuation, and investment thesis creation, equipping clients with a holistic grasp of the investment field.

The InsightOne Edtech platform

Introducing InsightOne by TheInvestmentAnalyst.com, a cross-platform digital tool for desktop, iOS, and Android. We bring you premium, analyst-curated content for investors, leveraging advanced technology and expertise.
Perfect for on-the-go or team collaboration, InsightOne provides actionable insights for success in the dynamic investment world.

Investment consultancy

TheInvestmentAnalyst.com is your partner for tailored financial advisory and insights. We offer various services, from intricate modeling and valuation guidance to strategic research product implementation.
Engage with us for an external perspective to propel your business forward, backed by industry expertise and keen insight.

Who we are

Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey, he also built their Ed-Tech platform, the Research Academy. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner.

Geoff is one of six people globally to hold the Master of Financial Modelling designation. He also a Fellow of the Institute of Chartered Accountants in England and Wales and a Chartered Financial Modelling and Valuation Analyst. Outside of work, Geoff is also a PADI Dive Instructor, addicted to vinyl and loves going to live gigs (shout out to BanquetRecords.com), and he holds NED positions with several start-ups around the globe.

Juan Luis Perez, a distinguished authority in finance and former Global Head of Research, Data, and Analytics at UBS, revolutionized the landscape of financial research and analysis during his tenure.

Under his guidance, Geoff Robinson's Fundamental Analytics franchise at UBS secured the top spot in rankings. Juan Luis's influential thought leadership in behavioral finance and neuroeconomics left an enduring impact on Geoff, shaping the core principles of theinvestmentanalyst.com. We are privileged to count Juan Luis as a mentor to our platform.

Having previously held a similar role at Morgan Stanley, his leadership at UBS propelled the firm to the pinnacle of Institutional Investor global rankings, significantly influencing global financial strategies. Juan Luis is acknowledged for pioneering advanced analytical tools that elevated the strategic capabilities of financial institutions worldwide.

While his reputation is primarily associated with his groundbreaking work at UBS, he actively mentors theinvestmentanalyst.com, imparting his knowledge through speaking engagements and publications, further solidifying his influential position in the finance industry.

Barry Hurewitz, the visionary behind UBS Evidence Lab and former Global Head of Evidence Lab Innovations, played a crucial role in shaping the #1 ranked Fundamental Analytics franchise led by Geoff Robinson. His impactful thought leadership at UBS has made a lasting impression on Geoff and, consequently, on the DNA of the investmentanalyst.com investment EdTech platform.

Barry continues to be a highly esteemed mentor to the platform, and we express immense gratitude for his presence on our advisory board.

Prior to leading Evidence Lab, Mr. Hurewitz served as the Global COO for UBS Investment Research. Under his leadership, Institutional Investor magazine recognized UBS Research as the top global equity research provider, with over 700 UBS professionals covering mor e than 3,000 stocks across global markets.

Before joining UBS, Mr. Hurewitz held the role of Global COO of Investment Research at Morgan Stanley from 2000 to 2013. During his tenure, he founded Morgan Stanley's primary research practice, AlphaWise. Preceding his time at Morgan Stanley, Mr. Hurewitz served as Executive Vice President and General Manager of CNN/Money and worked as a consultant at McKinsey & Company. Mr. Hurewitz earned his MBA from Harvard Business School in 1995, graduating with the highest distinction as a Baker Scholar.

Jason MacKay is a seasoned finance professional with a wealth of experience in the investment industry. He holds a degree in History from Durham University and embarked on his career at SG Warburg. Jason's expertise and drive led him to secure a role as Managing Director on the Proprietary Trading desk at Morgan Stanley. Recognized for his exceptional skills, Jason joined GLG Partners, where he managed an impressive $3 billion of assets as Co-Head of GLG's UK Select Equity Fund alongside John White. His strategic insights, extensive market knowledge, and ability to identify investment opportunities contributed to the fund's success.

Today, Jason MacKay, having moved away from GLG in 2010, has diversified his interests as an angel investor and brings his expertise to TheInvestmentAnalyst.com as one of our esteemed senior advisors.

Neil Pande is a finance and education expert with 25 years of experience in instructional design and delivery. Neil's forte lies in his pragmatic approach to finance and uncanny ability to simplify and elucidate complex technical areas.

His proficiency earned him a place on the #1 ranked Fundamental Analytics team at UBS, a testament to his skills and understanding of financial markets. Moreover, Neil was the lead instructor at the UBS Research Academy, the financial institution's innovative EdTech platform, where he was instrumental in shaping and delivering the curriculum.

A Cambridge History graduate, he is a Fellow of the Institute of Chartered Accountants in England and Wales and a CFA Charterholder. Neil's unique blend of academic knowledge and practical expertise makes him a highly sought-after professional in the industry.

Yiding contributes his unique expertise in merging fundamental and quantitative analytics to generate insightful investment data. His rich experience stems from working closely with Geoff. Yiding's role at TheInvestmentAnalyst.com involves developing comprehensive datasets and insights for strategic investment decisions.

Before his tenure at UBS, Yiding served as a Data Analytics Consultant at EY. Here, he guided numerous financial institutions in managing their data efficiently. He also played a crucial role in integrating artificial intelligence and machine learning to streamline their processes. Yiding's academic credentials include a Bachelor's Degree in Electrical & Electronics Engineering from Imperial College London and a Master's in Computer Science from the University of Cambridge. He is also a CFA charterholder.

Monica King is a seasoned professional serving as the Operations Director at TheInvestmentAnalyst.com. With her extensive expertise in logistics, operations, finance, and digital operations, Monica plays a vital role in ensuring the smooth and efficient functioning of the company.

Monica's business acumen and proficiency in operational processes contribute to optimizing resources, streamlining workflows, and implementing best practices. Moreover, her adeptness in leveraging digital technologies enhances the company's digital operations, facilitating seamless communication, collaboration, and delivery of services.

Who do we work with?