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Why are we the 1st choice for some of the world's leading analysts and investors?

Investment EdTech with an unbeatable pedigree:
Who is the Investment Analyst?

Led by Geoff Robinson, ex UBS MD
Ran Global Fundamental Analytics 
9x #1 ranked analyst
25+ years of instructional experience
1
of only 6 Masters of Financial Modeling

Training experience across the buy and sell side, M&A and private equity, as well as corporate advisory, across all regions
*EMEA Institutional Investor Analyst survey

"I constantly see people rise in life who are not the smartest,
sometimes not even the most diligent,
but
they are learning machines"

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Unlock our Extensive Digital Content Library, Dive into Expert Insights on Accounting, Analysis, Financial Modeling, and Valuation. Access our highly acclaimed financial modeling series, "Build Models Like a #1 Ranked Analyst," and empower yourself with our Strategic Analysis for Analysts: Invest in What You Know.
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Subscribers enjoy privileged access to our entire range of analyst-curated content, which includes our in-depth Fundamental research platform, "Intrinsic Insights with Robinson," our comprehensive library of downloadable financial models and our full FHD video library, providing them with the essential tools for thorough analysis.
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Charlie Munger

“One hour per day of study in your chosen field is all it takes. One hour per day of study will put you at the top of your field within three years. Within five years you’ll be a national authority. In seven years, you can be one of the best people in the world at what you do.” — Earl Nightingale

What do you get if you subscribe?

Why us?
Simply: an unbeatable pedigree

1# ranked EMEA
Institutional Investor analyst 

years of instructional design and delivery experience

analyst-curated digital assets

analysts taught across the investment spectrum

What we do: Our four pillars

Unrivalled.
A #1 ranked analyst team delivering 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.

Cutting edge EdTech with our InsightOne App 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.

Tech-Infused Fundamental Research: The Next Level

Facing the obstacles of navigating dense PDF reports, TheInvestmentAnalyst.com is poised to transform investment content consumption. We integrate our #1 ranked pedigree with AI capabilities, HD videos, and user-friendly designs to enhance engagement, simplify complex data, and save time, heralding a new age of accessible, dynamic investment content.

Expert insights and advisory


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.

We've worked with the best ...
to make them better

What they say about us...

"I can honestly say, this class is the best class I've taken in my investment career."
US-based Portfolio Manager
"Their initiatives around education are without peer - a really exceptional effort"
EMEA based Portfolio Manager
"Their art of making complex concepts really easy to understand is unmatched. It's an experience which one cannot afford to miss"
APAC based Investment analyst
I have rarely, if ever, worked with someone with their commercial savvy, boundless energy and optimism, and technical knowledge rooted in a pragmatic balancing of theory and practice.
EMEA based Investment Strategist
"There is an almost child-like curiosity and enthusiasm to learn new things, that leads this team to innovate. It's easy to see how they were #1 ranked.  "
APAC based Investment analyst
"It's fair to say that the vast majority of what I know today about modeling and valuation came from Geoff"
EMEA based Sell-side analyst
"I was consistently impressed by their  grasp of technical concepts and the ability to relay them in a commercial way"
EMEA based Sell-side analyst
"I have attended many of their webinars and the content has been best in class. In addition, They have a wonderful presenting style that brings the content to life in an understandable and entertaining way."
EMEA based portfolio manager
"His patience, knowledge and ability to make complicated things seem simple are unmatched "
european sell-side analyst
Empty space, drag to resize
"The quality of the training, their style and
approach to the task at hand are
one of kind and
their modelling skills are second to none!  "
US-based buy-side analyst
"Simply brilliant"
EMEA Portfolio manager
"I have known Geoff for more than two decades. He taught me as analyst and I couldn't recommend anyone more highly"
Partner at private equity fund
"I can not recommend their courses highly enough. They have saved me hours (probably days), with shortcuts and other tools that I still use today, having attended a modelling course several years ago. The delivery is highly engaging too."
EMEA based Consultancy CFO 
"Geoff and team are consummate professionals. They solved some of most challenging issues and not only was their technical skills critical but their attitude and demeanor truly set them apart from others"
US based Head of Research
"Their initiatives around education are without peer -
a really exceptional effort"
EMEA based Portfolio Manager
"Their depth of knowledge has made them our go-to resource when it comes to developing intellectually robust and consistent approaches to complex valuation and financial modeling issues"
EMEA based buy side Global Head of Research

Meet your team


Geoff Robinson FCA FVMA MFM
Founder,
9x #1 ranked analyst and ex-IB Managing Director

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, is
addicted to vinyl, loves going to live gigs (shout out to BanquetRecords.com), and holds NED positions with several start-ups around the globe.

Ryan Sterling
Senior AI Instructor

Ryan, is our lead AI avatar at TheInvestmentAnalyst.com. Ryan is a testament to the synergy of technology and human expertise. Masterfully developed by our partners at Colossyan, he's not just any avatar — he's an encapsulation of decades of profound experience. Mentored and trained by our founder, Geoff Robinson, Ryan is imbued with Geoff's expansive knowledge, gathered during his distinguished tenure as a Managing Director at UBS. This collaboration also taps into Geoff's impressive 25+ years of instructional experience, ensuring that Ryan isn’t just informative, but also highly engaging.
Ryan’s key strengths lie in his ability to elucidate complex topics within our digital asset work. His delivery is unparalleled, offering clarity that keeps our audience riveted and well-informed. Whether you’re a novice to the world of investment or a seasoned professional, Ryan ensures an immersive learning experience that's tailored to your needs.

Furthermore, with fluency in over 70 languages, Ryan breaks down barriers and ensures that valuable insights are accessible to our global audience. Trust in Ryan to be your guide in the intricate world of digital assets, offering you clear, precise, and engaging content every step of the way.

Yiding Lu CFA
Fundamental Data Analytics

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.

Jason MacKay
Senior Advisor
Hedge fund manager and angel investor

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 FCA, CFA
Senior Instructor

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.

Dr. Guy Weyns PhD
Senior Advisor
Equity research Managing Director and
Renowned Educator

Guy was a Managing Director at UBS, Morgan Stanley and NM Rothschild. He shares a similar level of passion for learning with the rest of team and has an excellent reputation for taking complicated subject matter and breaking it down into digestible nuggets of learning and analysis .

He has taught at Stamford, Harvard and Singapore Management University.  Guy obtain his PhD from Stanford University. Guy's role at TheInvestmentAnalyst.com is one of sage and trusted advisor.

Monica King
Operations Director

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. 

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