In this episode, Paul Barnhurst is joined by Brian Egger .

Brian is the Global Head of Financial Modeling, Senior Gaming/Lodging Analyst at Bloomberg Intelligence. 

He has been publishing models professionally and writing investment research since the 90s on the sell-side as a brokerage analyst. His industry focus has always been broadly centered around consumer gaming, lodging, and leisure.

Brian has also worked in player-coach roles, whether it's being a research director or team leader or his current role, head of financial modeling, and outside the realm of being a practitioner, he has experience teaching as well.

Listen to this episode as Brian shares: 

Quotes:  

“ Models should be dynamic and not static, they should be integrated and not sort of siloed pieces not speaking to each other. ”

" There's a lot of merit just to continuously reinvesting in both your skill set and your credentials, and that it's really important to never stop doing that. The FMI has created a really intriguing platform as a way to do that. ”

“ The CFA exam prepares you in many ways to be a capable securities analyst. ”
  

Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast’.

Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.  

Join Paul in Vegas for the FMI World Cup Championship from

December 7, 2023 - December 9, 2023.

Sign up for the event today and receive 10% off by using the special code ‘FP&AGUY10’ .

Go to https://earmarkcpe.com, download the app, take the quiz and you can receive CPE credit. 

Follow Brian Egger:    

LinkedIn - https://www.linkedin.com/in/brianegger/

Brian’s article on the balance between complexity and simplicity -https://www.linkedin.com/pulse/what-level-detail-enough-financial-model-brian-egger/?trackingId=08lGH6pSQ865qLFJar2nzQ%3D%3D

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In today’s episode:  

(00:22) Intro;

(00:46) Welcoming Brian;

(01:02) The worst financial model Brian has ever seen ;

(02:37) Brian’s key learning experience from the worst financial model ;

(03:13) Brian ’s background;

(05:05) Role as a Global Head of Financial Modeling at Bloomberg;

(06:19) How to find the right balance while Modeling? ;

(08:08) Signs that a Model is too detailed;

(10:57) Signs that a Model is too simple to make decisions;

(13:43 - 14:30) Validate your Financial Modeling Skills with FMI’s Accreditation Program (ad);

(14:39) About Bloomberg’s Interactive Calculator;

(15:58) Brian’s key learning from that Project;

(20:25) Guidelines on Balance;

(23:52) Brian’s thoughts on FMI;

(27:44) Trends of the Industry over the years;

(29:58) Rapid Fire;

(34:31) Advice on being a successful Modeler;

(35:23) Connect with Brian;

(35:50) Paul’s Top Picks - Finding the balance between complexity and simplicity

(39:32) Outro.