Meet the Instructors
Geoff Robinson FCA CFM
Global Head of Fundamental Analytics
Head of the UBS Research Academy
Managing Director
Geoff used to be a consultant. Now he’s a #1-ranked analyst in Europe* and the only analyst on the UBS platform to be simultaneously top-ranked in the US*. He leads the client-facing aspect of the Fundamental Analytics team.
Helen Bancroft FCA
UBS Research Academy
Senior Instructor
Having initially qualified as a Chartered Accountant with BDO Helen started her career in the provision of professional exam training covering business analysis and management, tax and corporate restructuring.
Neil Pande FCA CFA
UBS Research Academy
Senior Instructor
Since graduating from Cambridge University and qualifying as a Chartered Accountant at Arthur Andersen in London, Neil has spent over 20 years as a financial training consultant, working at some of the largest financial training providers.
Rob Morgan CFA
UBS Research Academy
Senior Instructor
Rob has been leading teaching courses in the financial markets since 2002. Rob teaches a number of professional qualifications, including the Chartered Financial Analysts program (CFA). Rob also trains on technical finance courses covering general financial markets, private wealth management and asset management for a range of clients on a tailored basis to a range of audiences.
Amar Hamoudi Ph.D
Global Head of New Analytic Approaches
Executive Director
Amar joined UBS in June 2019 in order to bring the scientific method of hypothesis driven empirical research to sell-side analysis. What are the general principles that (often, implicitly) underlie an analyst's investment thesis? How can those principles, once explicated, be taken to data in order to be validated and sharpened? What questions can be answered through the considered application of statistical techniques, and – perhaps more importantly – what questions cannot?
Courtney Cook CFA
Head of the Interactive Modelling & Visualization
Fundamental Analytics
Executive Director
Courtney Cook joined UBS in March 2014 in London to create innovative products for research. He established a set of tools and techniques to efficiently create interactive simulations to supplement research notes. These products were rapidly adopted globally and continued to grow steadily with the support of his Interactive team. He also provides internal training on Excel formulas, automation and visual techniques.
Our program management team
Monica King
UBS Research Academy
Program manager
Monica has over 15 years of industry experience working with top-tier investment banks and financial institutions, where she has specialised in co-ordinating large complex training programs.
Sharon Warr
UBS Research Academy
Program coordinator
Sharon has worked at UBS for 15 years and previously at other top tier investment banks. She has a wealth of experience co-ordinating client events, always ensuring the clients' needs are foremost to guarantee a successful experience.