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.

He is also lead of the UBS Research Academy, responsible for the end-to-end learning delivery to clients. Geoff is the lead author of the Research Academy's book "Build Better Models".

Before UBS he was global head of investment banking, research and private equity at a global training consultancy. He has 20 years of experience delivering instruction to the financial industry from the analyst level through to the C-Suite.

Geoff is a chartered accountant, having worked at Price Waterhouse. But it all began at Durham University.

researchacademy@ubs.com

*Source: Institutional Investor

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.

Moving into bespoke training in 2007 she has since developed and run extensive courses across major financial centres to analysts at seven of the top 10 (by revenue) investment banks, private equity and hedge funds, corporates and boutique M&A firms.

As a UBS Research Academy instructor her core areas of expertise are financial statement analysis, financial modelling, valuation, LBO and M&A analysis.

researchacademy@ubs.com

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.

At first, preparing candidates for exams such as the CFA, and becoming a CFA Charterholder himself.

But mostly, helping graduate buy-side and sell-side equity and credit research analysts, as well as M&A, ECM, DCM and Leveraged Finance bankers, at many of the most prominent financial institutions in London, New York, Hong Kong and other global financial centres, get "desk-ready" for their roles.

As a UBS Research Academy instructor, Neil designs and delivers practical programs covering financial statement analysis, financial forecasting and modelling, company valuation and M&A and LBO analysis.

researchacademy@ubs.com

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.

Rob has delivered courses to all levels of audiences in Europe, North America and the Middle East. In these areas Rob has delivered public course and also client-specific courses covering a range of topics.

Rob has delivered professional qualification training towards the CFA qualification, the Investment Management Certificate (IMC) and the CISI certificates. Rob also delivers a range of tailored programs covering all areas of financial products, as well as risk management and accounting.

researchacademy@ubs.com

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?

Prior to joining UBS, Amar worked in retail banking (analyzing transaction-level data in order to draw insights about household and consumer finance) and at a financial technology firm (analyzing customer behavior in order to design optimal pricing policies).

Prior to moving into the commercial sector, Amar spent more than a decade in academic research and teaching. His last faculty posting was in Public Policy and Economics at Duke University, where he taught applied/empirical microeconomics to undergraduates and graduate students. His research in population economics was published in leading economics, public health, and demography journals.

Amar holds a PhD in Economics from UCLA, a Master's degree in International Development from the Harvard Kennedy School, and a Baccalaureate degree in Biochemical Sciences from Harvard College.

researchacademy@ubs.com

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.

Prior to joining UBS, Courtney led the Banking Strategists team at Morgan Stanley, which created differentiated content for investment banking meetings with corporate executives.

During his 13 years at Morgan Stanley he held various positions in Research and innovative product groups in New York and London. Courtney graduated from the University of Oxford with a BA in Physics, an MBA from NYU and is a CFA charter holder.

researchacademy@ubs.com

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.

Most recently Monica worked for one of the top three rating agencies, again looking after the highest-spend companies from a training perspective.

Having worked from the ground up, she has an excellent ability to truly understand the client's needs, and works through any constraints clients may come up against.

She is now the UBS Research Academy Program Director, responsible for the logistical end-to-end learning delivery to clients. And is your first point of contact for all your Research Academy needs.

researchacademy@ubs.com

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.

Sharon has brought this knowledge to the UBS Research Academy and has become part of the team in organising the logistical elements to deliver the training programs.

She is also responsible for managing the content for the UBS Research Academy platform.