Meet the instructors & analysts

About
Meet the instructors & analysts

One of the key differentiators of the Research Academy comes from the people you will meet and will be trained by. We fuse together decades of training and learning experience with the depth of knowledge and market expertise derived from our equity research platform.

Below are a selection of short bios of the instructors and analysts who come together to make the Research Academy what it is.

Geoff Robinson FCA

Managing Director Head of the Research Academy

Geoff Robinson FCA

Managing Director Head of the Research Academy

Geoff is a Managing Director within equity research at UBS and leads the platform's Fundamental Analytics team. He is a #1-ranked analyst in EMEA* and the only analyst on the platform to be simutaneously ranked in EMEA and the US **. He research interests focus on how investors can develop better insights when the market's pricing misaligns with the underlying fundamentals. He has a keen interest focused on how human biases can skew fundamental valuation insights.

Geoff is also Head of UBS' EdTech business, the UBS Research Academy. He was at the cornerstone of the development Academy's new learning experience platform, The Connect App (see more here). He has over 25 years of experience delivering instruction to the financial industry from the analyst level through to the C-Suite. He has developed a reputation for taking detailed technical topics, breaking them down into digestible learning frameworks that allow people to apply what they know to dynamic "real life" scenarios.

Geoff is a chartered accountant and became a fellow of the Institute of Chartered Accountants in England and Wales in 2008. He started off his career with Price Waterhouse, along time ago in Newcastle (that explains his support for the "Toon"). He is also a Chartered Financial Modeler and a Certified Financial Modelling and Valuation Analyst, but it all began with Economics degree and a bit of cricket at Durham University.

* #1 ranked EMEA Institutional Investor / Extel 2017,2018(x2),2019,2020,2021,2022

** Institutional Investor North America 2017,2018,2019,2020,2021

Monica King

Program Director UBS Research Academy

Monica King

Program Director UBS Research Academy

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.

Monica was also an integral part of the team that designed, built and launched the Connect App.

To discuss any training needs or any of the Research Academy programs that you find on the website please feel free to contact and chat directly to Monica, where she will be very pleased to help.

Researchacademy@ubs.com

Helen Bancroft FCA

Senior Instructor UBS Research Academy

Helen Bancroft FCA

Senior Instructor UBS Research Academy

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.

Helen is one of our most experienced instructors. Her areas of subject matter expertise are financial statement analysis, financial modelling, valuation, LBO and M&A analysis. Helen was also pivotal in the preparation of the Research Academy's immersive eBook portfolio and the design of our virtual learning experience.

You can always count on Helen delivering a training experience full of expertise, whilst having the ability to empathise with the difficulties faced when picking up new and complex subject matter.

Neil Pande FCA CFA

Senior Instructor UBS Research Academy

Neil Pande FCA CFA

Senior Instructor UBS Research Academy

Since graduating from Cambridge University and qualifying as a Chartered Accountant at Arthur Andersen in London, Neil has spent over 20 years as one of the leading instructors in the financial industry.
At first Neil prepared candidates for exams such as the CFA. He became a CFA Charterholder himself. At an early stage in his career Neil moved to work closely with 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.
As one of our most experienced instructors, Neil designs and delivers practical programs covering financial statement analysis, financial forecasting and modelling, company valuation and M&A and LBO analysis. He was also pivotal in the preparation of the Research Academy's immersive eBook portfolio and the design of our virtual learning experience.
Neil has the uncanny ability to bring alive detailed and technical subject matter, whether in a virtual or a traditional classroom setting.

Spen Morris ACA

Senior Instructor UBS Research Academy

Spen Morris ACA

Senior Instructor UBS Research Academy

Spencer first joined UBS in 1998, working on exotics and structured products within the Investment bank. In 2000 he joined the UBS Financial Markets Education team within Equities, teaching across all banking divisions from front to back office in UBS offices around the world.
The FME team also taught the top tier clients of UBS in-house and in clients own offices around the world. Having worked on trading floors for many years, his specialisms include markets and the UBS derivatives badges, CM1 and CM2. He also spent time with the Accounting and Valuation team in Equity Research developing client classes on Accounting, Equity Valuation and Financial Modelling.
Spencer also delivered a MiFID 2 training project for UK client advisors within UBS Wealth Management - explaining the changes to regulation, UBS’s response and how to use the new front office tools.
Spencer has also been an in-house trainer for another top investment bank and a training consultant, continuing to train Banks, Traditional Funds, Hedge Funds, SWFs, Universities, Central banks, Derivative Exchanges, The European Commission, Regulators, etc.
Spencer is also a Chartered Accountant, a postgraduate in Mathematics and… a black belt in karate.

Paul Winter

Global Head of Quant Research Managing Director

Paul Winter

Global Head of Quant Research Managing Director

Paul Winter heads up the Global Quantitative Research team and has followed the equity markets for 20 years. His areas of expertise include equity strategy, portfolio strategy and quantitative analysis.

Prior to joining UBS, Paul held positions with Investors Mutual, Bear Stearns, Citigroup and Dresdner Kleinwort Benson. Paul has an MBA from the Brisbane Graduate School of Business.

Arend Kapteyn

Chief Economist Research Managing Director

Arend Kapteyn

Chief Economist Research Managing Director

Arend is Global Head of Economics and Strategy Research, and Chief Economist of the Investment Bank. He joined UBS in August 2016 from Brevan Howard Asset Management where he was head of Emerging Market research & strategy (2010-2016). Prior to that (2006-2010) he was responsible for macro research and FX strategy for the EMEA region at Deutsche Bank. He also spent 8 years (1998-2006) at the International Monetary Fund, where he was a senior economist working on many of the Fund's high profile programs and specializing in crisis resolution issues.

Arend started his career at the Dutch Central Bank, where he worked as an economist in the Monetary and Economic Policy Department, and in the late 1990s was a member of the G22 Secretariat, a precursor to the current G20. He holds degrees in Economics and International Relations from Johns Hopkins University and business degree from the Netherlands School of Business.

Bhanu Baweja

Global Head of Cross Asset Strategy Managing Director

Bhanu Baweja

Global Head of Cross Asset Strategy Managing Director

Bhanu Baweja is Chief Strategist for UBS Investment Bank. His team have been rated #1 through the last 5 years in II and Extel surveys in the EM Equity Strategy and EM Economics and Macro Strategy. Individually, Bhanu hit 3 #1s for Economics, Sovereign Debt and Equity Strategy. Bhanu began his working life as a tutor with the Economics department at the London School of Economics. Educated in India and the UK, Bhanu holds an MSc in Finance and Economics from the London School of Economics, a Master's in Economics from the Delhi School of Economics, and a BA (honours) in Economics from St. Stephen's College, Delhi. Bhanu is a CFA charter holder.

Patrick Hummel

Global Head of Autos Managing Director

Patrick Hummel

Global Head of Autos Managing Director

Patrick Hummel is a Managing Director heading the consistently top-3 ranked European Autos & Mobility team (Institutional Investor). His coverage focuses on the OEMs. In 2020, Patrick also assumed lead coverage of the US OEMs including Tesla. In addition, Patrick is global autos sector coordinator. In this role, he leads the team’s flagship research on mobility megatrends such as electric and autonomous cars. Prior to that, he was a senior analyst in the number one ranked UBS utilities team (Institutional Investor).

Patrick graduated from DHBW Stuttgart with an Honours degree in Banking & Finance in 2001, and is a CFA charterholder.

Nik Oliver

Head of European Consumer Staples Managing Director

Nik Oliver

Head of European Consumer Staples Managing Director

Nik Oliver is a Managing Director, head of the European Consumer Staples team and covering analyst for European Beverages and Tobacco. In the most recent Institutional Investor surveys (2018 & 2019), the team ranked number 2 in Beverages and number 4 (runner-up) in Tobacco. Prior to joining UBS in June 2015 Nik spent 9 years as an analyst at Bank of America Merrill Lynch, covering the consumer sector from 2011. Nik graduated from Edinburgh University with a first class degree in Economics & Economic History in 2002 and qualified as a Chartered Accountant with KPMG in 2005.

Yiding Lu

Fundamental Analytics Director

Yiding Lu

Fundamental Analytics Director

Yiding is a Director in the Fundamental Analytics team, which is ranked #1 in Extel for 2019. He joined the team in February 2019 and mainly works on identifying mispricings in the market from a fundamental valuation perspective using a data-driven approach. Prior to joining UBS, he worked for 3.5 years in EY's Data & Analytics Consulting team. Yiding holds a BEng in Electrical & Electronics Engineering from Imperial College London and a MPhil in Advanced Computer Science from University of Cambridge.

Andrew Stott

Head of European Chemicals Managing Director

Andrew Stott

Head of European Chemicals Managing Director

Andrew Stott has 27 years' experience on the sell-side, having initially started on the buy-side at RIAM. The majority of that career has been spent covering European Chemicals though for 2014-16 he was head of Consumer Staples at BofaAML. Andrew has been consistently ranked as a top 3 analyst over that period and since joining UBS in 2016 the EU Chemicals team has been ranked first or second by Institutional Investor magazine.

Geoff Haire

European Chemicals Managing Director

Geoff Haire

European Chemicals Managing Director

Geoff is part of the European Chemical Equity Research team. He joined UBS from HBSC in July 2016, where he was the Head of Global Chemicals and was regularly ranked as a Top 10 analyst in European Extel. Geoff graduated from Cambridge University with a PhD in Inorganic Chemistry in 1994 after which he joined Swiss Bank Corporation as a part of their European chemical research team

Charles Eden

European Chemicals Executive Director

Charles Eden

European Chemicals Executive Director

Charles Eden is an Executive Director covering European Chemicals and Consumer companies at UBS. He joined the firm in July 2018 from Bernstein, where he was the Senior Associate covering European Hotels & Leisure. Prior to joining Bernstein, Charles covered US HPC and Food companies at Atlantic Equities. Charles is an ACA Chartered Accountant and holds a First Class Hons. degree in Economics from the University of Durham.

Jarrod Castle

European BLT Managing Director

Jarrod Castle

European BLT Managing Director

Jarrod Castle, CFA started at UBS in 2004 as a commercial service analyst. Prior to being an analyst he qualified as a chartered accountant and then worked for five years as a generalist in M&A in New York and London. He is currently Head of the Travel & Leisure Sector where he covers airlines, hotels and other related. He sits on the editorial advisory board for the CFA Magazine.

Jason Napier CFA

Head of European Financials Managing Director

Jason Napier CFA

Head of European Financials Managing Director

Jason Napier is a managing director and head of the UBS European banks team. He joined UBS in September 2015 after fifteen years covering the UK banks and equities at another European bulge bracket firm. Jason specializes in UK bank and retail banking research and is responsible for the Eurobank strategy product at UBS.
He is a CFA charterholder and a chartered accountant. Jason has previous experience in audit, consulting and finance education.

Giuseppe Nuti

Head of FRC Data Science Managing Director

Giuseppe Nuti

Head of FRC Data Science Managing Director

Giuseppe Nuti is the head of Machine Learning & AI for UBS’s Global Markets. The team is focused on a range of problems: from recommendation engines to optimal execution on behalf of UBS’s clients. The objective is to explore novel uses of ML in applications such as recommendations systems to match clients with specific UBS’s trading axes, anomaly detection for high-throughput, noisy systems, and optimal execution where venue micro-structure morphs order quality.

Prior to this role, Giuseppe was an algorithmic trader at UBS – New York – specialized in fixed income and foreign exchange. He has worked as a trader for over eighteen years, initially in the interest-rates options and swaps market and, since 2006, in the European and US Government bond markets. He has experience working both within the primary dealer community and in the high-frequency environment (at KCG and Citadel.) At UBS, he has run the U.S. Rates Trading desk within FRC, with particular focus on electronic market-making.

Giuseppe holds a Ph.D. in Computer Science with particular focus on Markov Decision Processes applied to finance from University College London and an MSc in financial mathematics from City University, London. He is an adjunct professor at Cornell where he teaches a course on ML applied to trading in FX, Rates & Crypto.

Previously, he has taught various courses, including Financial Computing at UCL and has supervised a number of Ph.D. students – both at UCL and CASS Business School. His research interests are in algorithmic trading and Bayesian formulation of standard Machine Learning techniques.

Anna Titareva

Pan European Economist Executive Director

Anna Titareva

Pan European Economist Executive Director

Anna Titareva is an Executive Director in the European Economics team in London, responsible for the UK and focusing on UK and Eurozone inflation modelling and business cycle monitoring. She is part of the team that has been ranked #1 in the Institutional Investor survey for Developed Europe since 2017. Anna joined UBS in 2017 from Nomura International, where she covered Eurozone economies, specialising in short term indicator forecasting.

Charles Boissier CFA

Head of European Real Estate Executive Director

Charles Boissier CFA

Head of European Real Estate Executive Director

Charles joined UBS in 2014 from Green Street Advisors (2008-2014), after starting his career at Lazards-Ixis in their ECM business based in Paris. Prior to this completes complete his Masters in Management at Essec Business School, Paris ("Grande École degree") in 2007. He also CFA Charterholder and holds CFA certificate in ESG Investing. Charles runs the European real estate franchise at UBS.

Will Hardcastle

Head of European Insurance Executive Director

Will Hardcastle

Head of European Insurance Executive Director

TBC

James Malcolm

Head of FX Strategy Executive Director

James Malcolm

Head of FX Strategy Executive Director

James Malcolm is responsible for FX strategy and cryptocurrency research at the Investment Bank. He joined UBS in 2017 and brings nearly25 years of experience as an economist, strategist and trader at top sell- and buy-side financial institutions, much of that spent in Asia. He has a first class degree in Japanese studies from Sheffield University and a Ph.D. in international political economy, completed at the University of Tokyo.

Richard Pain ACA CFA

Model Analytics Director

Richard Pain ACA CFA

Model Analytics Director

Richard qualified as a Chartered Accountant with PwC within their Banking & Capital markets assurance team. After leaving PwC, he built bespoke financial models for SME’s looking for private equity funding, before joining a financial training company. Richard developed & delivered bespoke training on valuation, modelling and accounting globally to investment banks, central banks, private equity and hedge funds. He also taught exam qualifications such as the CFA (levels 1 & 2) and CISI regulatory exams.

Richard was recruited into UBS to help set up the Modelling and valuations team – a team responsible for improving UBS models through reviews and recommendations, as well as provide internal training and answer ad hoc valuation, accounting and modelling queries. To date his team have reviewed 1,200+ models.

As a UBS Research Academy instructor, Richards core areas of expertise include financial modelling, accounting, valuation, financial statement analysis.

Michael Werner

Head of Diversified Financials Executive Director

Michael Werner

Head of Diversified Financials Executive Director

Mike Werner is the II-ranked lead analyst on the European Diversified Financials team at UBS, with a focus on the exchanges and asset managers. Mike joined UBS in 2015 after a 15-year tenure at Sanford C. Bernstein where he covered financial institutions in Europe, the U.S. and Asia (US Banks, US Investment Banks, Chinese banks, European Banks and US Exchanges/Asset Managers). Mike brings his global view of the financial and capital markets to the European Diversified Financials space.

Vicki Kalb

Global Head of ESG Executive Director

Vicki Kalb

Global Head of ESG Executive Director

TBC