The Financial Modelling Podcast

A crossover episode from the Data Monetisation Podcast. Matthew sits down with Bruce from Ivy Asset Management to unpack IVYAI, the JSE-listed actively managed ETF giving South African investors rand denominated exposure to the global AI ecosystem. Practitioner talk on what the fund holds, why it exists, and how everyday SA investors can buy in without leaving the local platform.

The project finance landscape is evolving rapidly, driven by global trends like sustainability, digital infrastructure growth, and advanced technology. In this episode, host Matthew Bernath breaks down the five latest trends shaping project finance in 2025. From renewable energy projects and ESG-linked financing to the boom in digital infrastructure and the rise of public-private partnerships, we'...

Ready to supercharge your financial modelling in Excel ? This episode dives deep into how Claude AI is revolutionising the game! Forget tedious formula reviews and frustrating debugging sessions. We're unlocking the power of AI to transform your workflow. We'll explore how Claude can:   Unravel complex models , identifying errors you might have missed. Simplify messy formulas , turning them into l...

Data centres are increasingly vital in our digital economy, serving as the backbone for cloud services, artificial intelligence, and other technology-driven applications. However, developing a data centre is a capital-intensive undertaking that requires sophisticated project finance modelling to ensure bankability. This podcast outlines the critical parameters, financial structures, and considerat...

Data centres are the backbone of the digital world, powering everything from streaming services to artificial intelligence. But how are these massive, complex, and expensive facilities financed? Join us as we explore the financial models that make data centres possible, from equity investments to project finance, and examine the key metrics that investors use to evaluate these high-stakes ventures...

In the season 5 finale of the Financial Modelling Podcast, we explore the potential of generative AI in financial modelling. Our guests, Lance Rubin, Hedieh Kianyfard, Danielle Stein Fairhurst and Adrian Miric, discuss the current use of generative AI in finance, its benefits and limitations, and potential use cases for financial modelling. As we wrap up the season, we thank our sponsor, Model Cit...

In today's rapidly evolving financial landscape, traditional data sources such as company reports, financial statements, and economic indicators are no longer enough to gain a competitive edge in the market. Alternative data, which refers to non-traditional data sources such as satellite imagery, social media activity, web traffic, and credit card transactions, has become an essential tool for inv...

How can real-time data be utilised to update financial models in a complicated enterprise environment? How can we prevent organisations from making decisions based on obsolete projections? Dhanusha Muthukumarana, CEO of POTENZA and a member of the Forbes Technology Council, joins the Financial Modelling Podcast to discuss how data engineering enables accurate and comprehensive financial models. Se...

Brian Egger, Global Head of Financial Modeling at Bloomberg Intelligence at Bloomberg LP, joins the Financial Modelling Podcast to discuss the Bloomberg Interactive Calculator. As a leader at Bloomberg LP, Brian is at the forefront of innovation in financial data curation and visualisation. We speak about how Bloomberg has excelled at data visualisation for financial decision-making.

Learn how to partner with businesses effectively as a financial modeller (or anyone else!). In this episode, live from the Financial Modelling Summit, Andi Lonnen explains the 9 Cs for effective partnering, including: Connect and Collaborate Communicate Effectively Clear Strategic Thinking Commercial Acumen Change Agent and Challenging the Status Quo Curiosity & Creativity Andi Lonnen is the Found...

Live from the Financial Modelling Summit, Danielle Stein Fairhurst chats to the Financial Modelling Podcast.  Danielle is an accomplished author, trainer, consultant, and the 2022  Financial Modelling Lifetime Achievement Award winner.  This award recognises somebody who has consistently served to move the profession forward whilst raising the profile of financial modelling.  In this podcast, we d...

Bill Jelen joined us for a chat during the 2022 Financial Modelling Summit. Hear his thoughts on the future of automation, Microsoft Excel and which talk impressed him most. The Financial Modelling Summit is the world's largest gathering of financial modellers. From experts, deal makers and executives to those just starting their financial modelling journey.

Andrew is the Founder and CEO of the Financial Modeling World Cup, Excel Esports battles, the Microsoft Excel World Championship, and the Microsoft Excel Collegiate Challenge. With eight stages during the year, competitors in the Financial Modeling World Cup model their way to a $25,000 prize. In this podcast, Andrew talks about how Excel became an ESPN broadcast e-sport and provides some tips on...

Gopal Krishnamurthy from Lumel and Inforiver joins us to discuss the development of Low and No-Code tools for Financial Modellers.  From reporting and visualisation to simulations and analysis, Gopal discusses adopting these tools and how financial modellers can elevate their skills and efficiency. Season 5 is sponsored by Model Citizn. Model Citizn helps clients make better decisions that are rel...

In this special re-release of Episode 2 of the Financial Modelling Podcast, Dario Musso, Co-Head: Infrastructure Sector Solutions at Rand Merchant Bank, talks about Project Finance Models. The discount code for Project Finance Overview - From Inception to Financial Close is  FMP9999 .  You can also click here .

This year the Financial Modelling Summit is taking the journey from Numbers to Insights. Bill Jelen joins the Financial Modelling Podcast, summit host, to share what he is most looking forward to at this year's event. The Financial Modelling Summit is the world's largest gathering of financial modellers. Buy your tickets here: https://www.financialmodellingsummit.com/.  

In this special episode, Matthew Bernath from the Financial Modelling Podcast and Paul Barnhurst from The FP&A Guy sit down to chat about where these two worlds collide.

Is Microsoft Excel Dead? Lance Rubin from Financial Modelling Podcast sponsor Model Citizn, and Christopher Argent from Generation CFO resume their debate of whether this 35-year-old tool is the pocket knife for all tasks or past its prime.

Mark Vigors is no stranger to data analytics and financial modelling. In fact, he argues that these two skills are intertwined.  In this episode, we discuss how data scientists can get budget allocation for their projects, why dashboards need to enable decision making and even what energy source could potentially solve our energy needs.

Can Microsoft Excel and Python play together nicely?  Could Python be the next frontier of financial modelling?  In this episode, Felix Zumstein, Creator of xlwings, author of "Python for Excel", and CEO at xltrail joins the Financial Modelling Podcast to discuss Python integrations and how Excel users can perform advanced modelling in Python with ease.

Eloquens' tagline is "Don't Reinvent the Wheel!".  When it comes to financial modelling, many modellers start their models from scratch instead of using best-practice templates.  Eloquens seeks to solve this by providing a financial model marketplace whereby model templates can be bought and sold - whether you're financing a project finance deal or a startup!  In this episode, Tim Demoures, Managi...

Blockchain, Tokenomics and DeFi are often associated with the potential future of finance.  In this episode we explore what this means for financial modelling with Roderick McKinley, Blockchain and Tokenomics expert who has spent the last two years advising blockchain enterprises on quantitative modelling, design, and strategic advisory.   Learn more about our sponsors at https://www.modelcitizn.c...

In the first episode of the Financial Modelling Podcast, Lance Rubin from Model Citizn spoke about the future of financial modelling.  Now in Season 5, Lance joins us as season sponsor to discuss why now is the time to revisit this discussion as financial modelling transcends both industries and technologies. Learn more about our sponsors at https://www.modelcitizn.com/ and https://fmwiki.glideapp...

In the Season 4 final, Bill 'MrExcel' Jelen, Lance Rubin and Alan Samuels join me to discuss the greatest changes to Microsoft Excel over the past year, and what the future holds in store.

What is an Operational Model and how is it different to a Financial Close Model?  In this episode, Alan Samuels from Amberside Advisors Ltd gives us insight as to why an Operational Model is a crucial decision-making tool.