Patrick Debattista, Cfa Email & Phone Number

Malta

- Full-time financial coach with a proven track record of guiding clients toward financial success. - I specialise in creating personalised strategies for budgeting, debt management and investment to help individuals and businesses achieve their financial goals. - With a commitment to financial education, I leverage 20 years of experience working in and studying Finance to create a unique offering focused on clients' financial well-being.- I am a CFA® charterholder. The CFA charter is the highest credential in the global investment management industry.- I hold a Master's degree in Financial Analysis as well as a Master's degree in Accountancy.

Malta

I teach Valuations as part of the Investment Banking module to third year Bachelor of Commerce (Banking and Finance) students.

Malta

Malta

I provide lectures in Financial Management (F9) and Management Accounting and Finance (F2) in part fulfilment of the ACCA qualification. I also deliver courses in Strategic Financial Management for the CMBS work-based MBA programme.

Malta

I lecture various modules at Master's degree level in Financial Management.

Malta

Investment Committee Member and Non-Executive Director in various regulated entities. I am fully PQ'ed by the Malta Financial Services Authority to provide these services.

Malta

- Owned and coordinated the development, maintenance and communication of the company’s five-year strategy.- Managed the company’s M&A strategy development and maintained an ongoing pipeline of targets.- Provided market and category analysis when assessing potential business investment as required.

Malta

a) Leading and developing a team of professionals providing M&A, Valuations and Corporate Finance services.b) Efficiently managing all phases of business advisory projects for multiple companies in a variety of sectors. c) Playing a leading role in improving client service and provide meaningful advice and recommendations. d) Participating in business development initiatives by sourcing opportunities with existing and potential clients.

Malta

a) Participating in and reviewing due diligence and financial structuring for targets prior to acquisition;b) Assisting with the sourcing of potential deals by building, maintaining and visiting a network of key contacts;c) Reviewing all financial models and offer letters as part of the C2C Head Office; d) Preparing investment papers and presenting investment ideas to the Board of Directors on a periodic basis. Promoted from Analyst in December 2017.

Malta

a) Performing corporate valuations and support in the creation of financial models;b) Providing transaction advice and support on mergers, acquisitions, disposals, restructuring, funding, listings and offerings, including buy-side and sell-side due diligence projects; c) Participating in AQR and stress testing projects for banks; andd) Strategic and business planning including financial modelling and investment appraisalProject experience includes:- Numerous corporate valuations using various methodologies, such as discounted cash flow analysis and comparable market/transaction multiples.- Financial due diligence: Assisted in providing full scope due diligence services to listed entities, namely: (1) a real estate conglomerate issuing a €40m corporate bond; (2) a company involved in project finance issuing a €40m corporate bond; - Loan portfolio evaluation for a local systemic bank: Performed an Internal Business Review for an international syndicated loan portfolio in the UK retail sector.- AQR for a local systemic bank: Carried out collateral valuations for the local loan portfolio of a Maltese systemic bank as part of its AQR.- Bank due diligence: Provided full scope due diligence as part of a Buy Side acquisition due diligence team reviewing the credit file portfolio of a retail bank.

Ta' Xbiex, Malta

a) Preparing investment recommendations for new clients; b) Communicating investment ideas identified by the firm to the appropriate client in accordance with the investment mandate in terms of risk and return;c) Regularly reviewing Advisory portfolios to ensure that the investments held are in line with the respective investment parameters;d) Communicating any necessary changes in portfolio structure to either reflect changes in market conditions or changes in the client’s investment profile;e) Handling a number of execution-only clients; andf) Building a portfolio of Discretionary clients.

Malta

a) Serving a diverse portfolio of local and international clients in meeting their taxation needs; b) Providing tax advice to clients and international colleagues within BDO worldwide;c) Travelling on business conferences with the aim of attracting FDI to BDO and Malta;d) Publishing material promoting Malta as a business-friendly jurisdiction;e) Reviewing and submitting annual corporate and personal tax returns;f) Reviewing statutory financial statements.

Malta

I worked with KPMG's Audit Department, mainly in the Telecommunications industry. I then moved to the Advisory arm of the company and formed part of the Regulatory and Compliance team.

Executive Master'S In Financial Analysis, Finance, 8.4 (Distinction)

Activities and Societies: - Board member at UC3M Investment Association responsible for publishing finance articles on UC3MIA website.

Postgraduate Diploma In Taxation, Direct, Indirect And International Taxation, Distinction

Graduated with Distinction.

Bachelor Of Accountancy (Hons), Accounting And Finance

Dissertation entitled “The Behaviour of Share Prices Around the Ex-Dividend Date for Selected Maltese Listed Entities: Analysis.

Bachelor Of Commerce, Accountancy, Banking And Finance, First Class

Activities and Societies: Member of KSU Working Group for reform of European Student Unions. Active participation in sports activities.

Sixth Form, Accounting, Economics, Pure Maths, It, English, Systems Of Knowledge, Overall Grade: A

Activities and Societies: Participation in Young Enterprise, Sports activities including gym and football, Playing the guitar.