Meet your team


Geoff Robinson FCA FVMA MFM
Founder,
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.

Juan-Luis Perez
Mentor
Previously Global Head of Research , Data and Analytics at UBS and Morgan Stanley

Juan Luis Perez, a distinguished authority in finance and former Global Head of Research, Data, and Analytics at UBS, revolutionized the landscape of financial research and analysis during his tenure.
Under his guidance, Geoff Robinson's Fundamental Analytics franchise at UBS secured the top spot in rankings. Juan Luis's influential thought leadership in behavioral finance and neuroeconomics left an enduring impact on Geoff, shaping the core principles of theinvestmentanalyst.com. We are privileged to count Juan Luis as a mentor to our platform.

Having previously held a similar role at Morgan Stanley, his leadership at UBS propelled the firm to the pinnacle of Institutional Investor global rankings, significantly influencing global financial strategies. Juan Luis is acknowledged for pioneering advanced analytical tools that elevated the strategic capabilities of financial institutions worldwide.

While his reputation is primarily associated with his groundbreaking work at UBS, he actively mentors theinvestmentanalyst.com, imparting his knowledge through speaking engagements and publications, further solidifying his influential position in the finance industry.

Barry Hurewitz
Mentor
Previously Global Head of Evidence Lab Innovations
at UBS

Barry Hurewitz, the visionary behind UBS Evidence Lab and former Global Head of Evidence Lab Innovations, played a crucial role in shaping the #1 ranked Fundamental Analytics franchise led by Geoff Robinson. His impactful thought leadership at UBS has made a lasting impression on Geoff and, consequently, on the DNA of the investmentanalyst.com investment EdTech platform.

Barry continues to be a highly esteemed mentor to the platform, and we express immense gratitude for his presence on our advisory board.
Prior to leading Evidence Lab, Mr. Hurewitz served as the Global COO for UBS Investment Research. Under his leadership, Institutional Investor magazine recognized UBS Research as the top global equity research provider, with over 700 UBS professionals covering more than 3,000 stocks across global markets.

Before joining UBS, Mr. Hurewitz held the role of Global COO of Investment Research at Morgan Stanley from 2000 to 2013. During his tenure, he founded Morgan Stanley's primary research practice, AlphaWise. Preceding his time at Morgan Stanley, Mr. Hurewitz served as Executive Vice President and General Manager of CNN/Money and worked as a consultant at McKinsey & Company. Mr. Hurewitz earned his MBA from Harvard Business School in 1995, graduating with the highest distinction as a Baker Scholar.

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.

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.

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. 

What do our clients 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
"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 know 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