The Investment Analyst

Scores better than the other platforms I have used for difficulties ranging from beginner and upwards.

What an app - I have loved using it. It was insightful, engaging, and humorous at points. It has dramatically improved my accounting knowledge and allowed me to transition seamlessly into my new job. Geoff is also a great instructor, carefully building up your knowledge!

Simply. You make our people better

Thank you for your time in training us. I personally learned a lot. Not a second did I feel unengaged or focused. It was one of the best trainings I’ve ever had.

Geoff has the rare combination of being intelligent, a thought leader, and an excellent manager of people with the latter exemplified by the loyalty of his team members over various platforms. I was consistently impressed by his grasp of technical concepts and his ability to relay them in a commercial way.

I had the privilege to work closely with Geoff for many years. Most recently we jointly ran UBS's Fundamental Analytics team, which was responsible for advising institutional investors globally, on the science and art of fundamental investment analysis, modeling and valuation. In this context Geoff designed and developed UBS's ed-tech platform for investment analysis, the Research Academy. Through Geoff's relentless effort and drive, the Fundamental Analytics team was the top-ranked II team (in the category valuation & Accounting) for many years. I have rarely, if ever, worked with someone with Geoff's commercial savvy, boundless energy and optimism, and technical knowledge rooted in a pragmatic balancing of theory and practice.

We've worked with Geoff Robinson and Neil Pande and the UBS Research Academy for the last several years to build a bespoke in-person training curriculum for our summer internship program as well as a continuing education program for our Analysts and Associates. We've always found them to be thoughtful and they do a great job pulling together resources and information that can be easily understood, even when somebody's background isn't in finance or accounting. It has been a great partnership for Peregrine and we look forward to working with them in the future in their next endeavor.

I’ve been a client of Geoff’s for many years and greatly valued his Fundamental Analytics work. His breadth and depth of knowledge have made him the go-to for me and my team when it comes to developing intellectually robust and consistent approaches to complex financial modeling and valuation issues.

Very early in my professional journey with Geoff, I attended financial modelling and equity research training conducted by him. His art of making complex concepts really easy to understand is unmatched. It’s an experience which one cannot afford to miss. Apart from being a great mentor, he also has a childlike curiosity and enthusiasm to learn new things.

Geoff is a consummate professional. I worked with Geoff for 5 years at UBS on some of our most challenging issues, and not only was his technical skills critical, but his attitude and demeanor truly set him apart from others. He brought an amazing attitude and was always willing to pitch in to help others. I recommend him unreservedly.