About us

Empowering investment professionals by providing comprehensive and innovative training solutions from #1 ranked analyst team

Meet your team

Geoff Robinson FCA FVMA MFM
8x #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 8x 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.

Ryan Sterling
Senior AI Instructor

Ryan, is our pioneering 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.

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.

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. 

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.

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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Our philosophy

Real market experience brought straight into the classroom...

Real financial market experience is a crucial requirement for an instructor in order to provide valuable and practical insights to students. The financial markets operate in a dynamic and complex environment, influenced by various factors such as economic conditions, investor sentiment, regulatory changes, and geopolitical events. An instructor with real-world experience brings firsthand knowledge of these market dynamics, allowing them to explain concepts, strategies, and trends with authenticity and relevance.
and Our team

...providing insights that can only come with the pedigree of #1 ranked analyst 

This firsthand knowledge can bridge the gap between theoretical concepts and their practical application, giving students a deeper understanding of how concepts are translated into real-world decisions. By drawing upon their experiences, instructors can provide valuable insights into market behavior, risk management techniques, investment strategies, and the overall functioning of financial markets, thereby enhancing the educational experience for students and preparing them for the complexities of the real financial world.

TheInvestmentAnalyst.com seeks to bring this knowledge to the fore, combining the highest level of market expertise with a number of decades of instructional experience (digital and in-person) to bring you a truly unique and practical insight into the investment thesis building process.