Our purpose

Tap into our resources, insights & experience &
define your winning strategy

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 8-time #1 ranked 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.

Meet your team!

Geoff Robinson FCA FVMA MFM
8x #1 ranked analyst / former 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. He brings this passion to TheInvestmentAnalyst.com.

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.

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, where he specialized in Pan European Sales. Jason's expertise and drive led him to secure a role as Managing Director on the Prop Trading desk at Morgan Stanley, where he excelled in managing risk and generating returns.

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 valued senior advisors. With his deep understanding of the financial markets, commitment to value-driven strategies, and track record of delivering results, Jason's presence enhances our team's capabilities and further strengthens our commitment to providing exceptional investment analysis and advice to our clients.

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 during their time working together at UBS in the #1 ranked Fundamental Analytics team. 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
Former IB Managing Director and
Renowned Educator & Thought-Leader

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 Stamford 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. 

Her exceptional organizational skills, attention to detail, and strategic mindset enable her to oversee various aspects of the business with precision and effectiveness. 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.