Ryan Pan, Cfa Aca Email & Phone Number

Singapore

Provide portfolio valuation services to investment managers who require in-depth and complex valuation analysis for their investments, especially for private investments and “hard-to-value” securities with limited market data for comparison.Develop bespoke business and financial modelling solutions for the decision-making process, whether it is evaluating strategic options, new investments or existing operations.Assist clients in making informed choices to manage the challenges and opportunities presented by environmental, social, and governance (“ESG”) issues. From strategic option and feasibility analysis to capital allocation, scenario modeling, funding analysis and reporting tools.

Kuala Lumpur, Malaysia

Led teams and supported clients to identify and deliver growth opportunities, improve profitability and performance, and navigate complex special situations. Conducted strategic reviews of underperforming businesses and provide a clear evaluation of the available strategic options.Evaluated opportunities and assessed key commercial risks in new markets and industries prior to undertaking investments. Developed a robust financial model to support the business plan, taking into account key drivers of growth, revenue sources and investment requirements.Constructed modeling that spans all phases of the transaction process: pre-transaction high-level business planning, operational and financial modelling & review, and developing analytical and forecasting tools to improve post-transaction performance.​Purchase price allocation in the transaction execution and integration stages of a transaction to give an indication of assets and liabilities likely to be acquired, particularly intangible assets, together with their likely impact on future earnings.​Provided intellectual property portfolio advisory and performed scenario valuations to evaluate the attractiveness of alternative monetisation strategies. This includes qualifying potential risks, as well as quantifying costs and benefits which are based on different scenarios designed to support the client’s decision making on the value indicators, robustness and market attractiveness of the IP portfolio.

Kuala Lumpur, Malaysia

Performed independent review on financial models covering Discounted Cash Flows and Investment Multiples for various private equity clients in Malaysia where he conducted benchmarking of key variables and reviewed past trends & feasibility of future business plan to substantiate clients’ assumptions. The industries coverage includes energy, telecommunication, consumer products, hospitality, logistics, highway and property investment companies.Led a due diligence exercise on acquisition of a leading financial institutions in Malaysia with a group of structure of 9 entities. He identified various issues on the target company on its investment in overvalued unquoted shares and impairment in goodwill of a few subsidiaries. He also noted that the deteriorating business activities and high staff turnover within the entities. The issues were brought up to the buyer which resulted in reduction in acquisition price.Delivered statutory audit based on International Financial Reporting Standards and International Standards on Auditing in complex areas include recognition of revenue, goodwill impairment and corporate restructuring for Private Equity portfolio and Asset Management clients across Asia Pacific.Accomplished transformation projects on anti-money laundering for a premier banking group in Malaysia. Key focus areas include fraud risk reporting, employees’ trading, risk assessment matrix, annual compliance plan and risk management framework. Tailored remediation plan was designed based on root cause and gap analysis and further enhancement to the existing processes are implemented for a better corporate governance structure.Assessed the fair value of financial instruments includes equities, fixed income instruments, money market instruments and derivatives. He evaluated the pricing model used like matrix pricing and forward/option pricing models and checked that the inputs to these models are benchmarked against similar instrument with the same features.

Cfa Charterholder

The Chartered Financial Analyst (CFA) Program is a professional credential offered internationally by the American-based CFA Institute.

Icaew Chartered Accountant

The ACA is a qualification prescribed by the Institute of Chartered Accountants in England and Wales (ICAEW), and stands for Associate.