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The Truth About Project Finance for Modelers to Avoid Complexity & Build Impact with Patrick Daguet
Manage episode 497199464 series 3485672
In this episode of Financial Modeler's Corner, host Paul Barnhurst sits down with Patrick Daguet, a seasoned finance professional, educator, and structured finance expert for a thoughtful and inspiring conversation about the real-world side of financial modeling. With over four decades in the industry, Patrick shares what he's learned from years of building models, working on massive infrastructure deals, and teaching the next generation of finance professionals. From navigating the challenges of project finance to celebrating those satisfying “balance sheet balances” moments in the classroom, Patrick offers a grounded, practical perspective on how modeling works beyond the spreadsheet.
Patrick is the President of Sharklets, a training company specializing in CFA, FRM, and CAIA prep, and a Senior Professor at IÉSEG School of Management. With a background in structured finance, infrastructure projects, and model design, he bridges academic rigor with practical experience. He has helped train thousands of finance professionals across the globe and continues to lead CFM study groups. Patrick’s love for teaching is matched by his real-world expertise, having worked on major infrastructure deals, including France’s national stadium.
Expect to Learn
- Why financial models should be treated as decision-making tools, not just math.
- What makes project finance models more complex than corporate ones.
- The real-world impact of financial models, from runways to stadiums.
- How teaching has shaped Patrick’s understanding of modeling.
- Why lifelong curiosity is the key to staying relevant in finance.
Here are a few quotes from the episode:
- “A financial model is a decision tool that incorporates all the information necessary to form your own judgment." - Patrick Daguet
- "I fell into teaching when people told me I had a talent for explaining the complex clearly." - Patrick Daguet
- "You are sentenced to lifelong learning when you choose a career in finance." - Patrick Daguet
Follow Patrick:
- LinkedIn - https://www.linkedin.com/in/patrickdaguet/
- Email - [email protected]
Follow Paul:
- Website - https://www.thefpandaguy.com
- LinkedIn - https://www.linkedin.com/in/thefpandaguy
- YouTube - https://www.youtube.com/@thefpandaguy
Follow Financial Modeler's Corner
- LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true
- Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984
Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’.
Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.
In today’s episode:
[01:59] - Guest Intro: Patrick’s Background
[03:34] - Modeling Horror Story
[07:28] - Defining a Financial Model
[08:46] - Lifelong Learning & Certifications
[11:58] - Passion for Project Finance
[14:39] - Favorite Project: Stade de France
[17:58] - Challenges in Project Finance Models
[24:59] - Transition to Teaching
[31:30] - CFM Study Groups & Community
[37:20] - Excel Tools & Rapid Fire Round
[45:12] - Closing Advice & Takeaways
91 episodes
Manage episode 497199464 series 3485672
In this episode of Financial Modeler's Corner, host Paul Barnhurst sits down with Patrick Daguet, a seasoned finance professional, educator, and structured finance expert for a thoughtful and inspiring conversation about the real-world side of financial modeling. With over four decades in the industry, Patrick shares what he's learned from years of building models, working on massive infrastructure deals, and teaching the next generation of finance professionals. From navigating the challenges of project finance to celebrating those satisfying “balance sheet balances” moments in the classroom, Patrick offers a grounded, practical perspective on how modeling works beyond the spreadsheet.
Patrick is the President of Sharklets, a training company specializing in CFA, FRM, and CAIA prep, and a Senior Professor at IÉSEG School of Management. With a background in structured finance, infrastructure projects, and model design, he bridges academic rigor with practical experience. He has helped train thousands of finance professionals across the globe and continues to lead CFM study groups. Patrick’s love for teaching is matched by his real-world expertise, having worked on major infrastructure deals, including France’s national stadium.
Expect to Learn
- Why financial models should be treated as decision-making tools, not just math.
- What makes project finance models more complex than corporate ones.
- The real-world impact of financial models, from runways to stadiums.
- How teaching has shaped Patrick’s understanding of modeling.
- Why lifelong curiosity is the key to staying relevant in finance.
Here are a few quotes from the episode:
- “A financial model is a decision tool that incorporates all the information necessary to form your own judgment." - Patrick Daguet
- "I fell into teaching when people told me I had a talent for explaining the complex clearly." - Patrick Daguet
- "You are sentenced to lifelong learning when you choose a career in finance." - Patrick Daguet
Follow Patrick:
- LinkedIn - https://www.linkedin.com/in/patrickdaguet/
- Email - [email protected]
Follow Paul:
- Website - https://www.thefpandaguy.com
- LinkedIn - https://www.linkedin.com/in/thefpandaguy
- YouTube - https://www.youtube.com/@thefpandaguy
Follow Financial Modeler's Corner
- LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true
- Newsletter - Subscribe on LinkedIn-https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984
Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’.
Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register.
In today’s episode:
[01:59] - Guest Intro: Patrick’s Background
[03:34] - Modeling Horror Story
[07:28] - Defining a Financial Model
[08:46] - Lifelong Learning & Certifications
[11:58] - Passion for Project Finance
[14:39] - Favorite Project: Stade de France
[17:58] - Challenges in Project Finance Models
[24:59] - Transition to Teaching
[31:30] - CFM Study Groups & Community
[37:20] - Excel Tools & Rapid Fire Round
[45:12] - Closing Advice & Takeaways
91 episodes
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