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About

Geoff has had a varied career. He was a managing director at UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 8x in the EMEA Institutional Investor Survey, and 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 distill 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 is 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. He holds NED positions with several start-ups around the globe.

Qualifications
FCA MFM FMVA
Years experience
26
Languages
English

Subjects

Finance
Asset Management
Venture Capital
Accounting
Investment Banking
Commercial Banking
Credit analysis
Debt
Corporate credit analysis

Availability

Coming soon

The Investment Analyst

Training from £1,000

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