The Equity Market I:
Equity Foundations, Ownership & Access
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
1 hour
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Course overview
This playlist breaks down the foundations of equity ownership—what equity really represents, who can own it, and how ownership is structured across private and public markets. You’ll explore the progression from sole traders to listed corporations, understand how shareholder choices affect control and capital access, and compare common versus preferred stock.
The series also explains private equity versus public equity, the trade-offs of scale and scrutiny, and how investors access global markets through instruments like depositary receipts. Throughout, the focus is on practical understanding of ownership, liquidity, and power in modern equity markets.
The series also explains private equity versus public equity, the trade-offs of scale and scrutiny, and how investors access global markets through instruments like depositary receipts. Throughout, the focus is on practical understanding of ownership, liquidity, and power in modern equity markets.
What's included?
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5 videos
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Equity isn’t just ownership—it’s control, access, and the price you pay to scale.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This playlist is for aspiring and early-career investment analysts, finance students, founders, and investors who want a clear, structured understanding of how equity ownership works across private and public markets globally.
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.





