Markets, Uncovered II:
Who Allocates Capital and Why

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1 hour
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Course overview
Learn who actually supplies long-term capital. We unpack fund structures, control, and mandates, then compare how endowments, non-life insurers, sovereign wealth funds, and high-net-worth investors allocate, manage liquidity, and respond to risk. You’ll see why objectives and liabilities shape markets as much as views. And why flows often dominate fundamentals.

What's included?

  • 6 videos
  • Understand markets by understanding the investors who move the money.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Best for equity and credit analysts, portfolio managers, and anyone who wants to interpret price action through the lens of investor constraints. Also valuable for founders raising capital, IR teams, and finance students learning how mandates, governance, and liability profiles drive asset allocation decisions across institutions. In both bull marke

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
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 10x in the EMEA Institutional Investor Survey. 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. He brings this passion to TheInvestmentAnalyst.com. 
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