Live FREe webinar

Ruthless efficiency in Excel

Join Geoff Robinson, an 8x #1 ranked analyst* and Managing Director at UBS, for 45 minutes as he shares some of the secrets of being quick in Excel. Being quick Excel, buys bandwidth and allows more time for higher-level thinking. - more time for error and sanity checking. 

If you join the webinar you'll also get a free copy of "Best the crowd: Ten shortcuts that will make you quicker", part of our "Build models like a #1 ranked analyst" series of eBooks.

*EMEA Institutional Investor survey 

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01 — Webinar Topics

Why give us 45 minutes of your life?
What you will get out of this webinar

For those of us who work in Excel, we can all improve our efficiency leading to speed improvements and, most importantly, more time for higher-level thinking (or an earlier exit from the desk!)

Profile, navigation, speed and skills

There are 400+ shortcuts in Excel, and "No," you don't need to know all of them. But know 30 and throw in a bit of navigation and a little skill, and you'll be quicker than most

An intro to dynamic reference arrays

This functionality was only introduced with Excel 365. We will give you an insight into what is a fantastic tool that sits hidden from most in the Excel environment.

More free stuff

You'll get a free copy of "Best the crowd: Ten shortcuts that will make you quicker," part of our "Build models like a #1 ranked analyst" series of eBooks. And why not...we will give you downloadable access to our "Shortcut Finder model."
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02 — Succeed

Who should join us?

Geoff has worked in Excel for 20+ years and frequently says he continually learns and picks up ideas. New ways to apply older ideas. So with that in mind, why not just give us 45 minutes of your day, and if you walk away with one new tip or trick, isn't that a good return on investment? We want to help make you quicker.

For anyone working in Excel who wants to get quicker and buy more time into their day.
03 — Testimonials

What do client's say about Geoff's classes...

Don't just take our word for it! . Here's what some of our clients have to say:
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

"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

04 — Webinar host

Meet your webinar host
Geoff Robinson

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.

Outside of work, Geoff is a PADI Specialties Dive Instructor,  supports Newcastle United FC, addicted to vinyl and loves going to live gigs, and he holds NED positions with several start-ups around the globe.
  • 25+ years of instructional design and delivery experience
  • 8x #1 ranked analyst EMEA Institutional Investor Survey
  • Formerly Managing Director and
    Global Head of Fundamental Analytics at UBS
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