Alexander Chan Email & Phone Number

New York, NY, US

Chicago, IL, US

Alex is responsible for engaging and developing prospect and client relationships, product development, and thought leadership for the firm.

Zurich, CH

• Credit Investments Group, Credit Suisse Asset Management, LLC New York, NYManaging Director, Global Head of Market Strategy and Client Portfolio Management Jun 2019 – Oct 2023
• Responsible for all aspects of market strategy, business development, product development, and client service for the Credit investments Group, helping to increase assets under management from $52 billion to a peak of.
• Served as the main point of contact for existing and prospective clients in separately managed accounts, commingled funds, and CLOs as well internal groups including distribution, risk management, legal, and other.
• Diversified product offerings by launching several new strategies including a private debt fund, CLO equity funds, and a credit opportunities fund
• Experience with launching a large variety of fund structures including ’40 Act (open and closed-end), private partnerships, and other commingleds
• Launched the group’s first monthly market commentary publication as well as several white papers. Also focused on public appearances and podcasts to increase the group’s thought leadership profile

New York, NY, US

• Senior Vice President, Quantitative Analytics and Strategy
• Recruited to run the Strategy and Attribution group; currently overseeing three people
• Provide relative value trade ideas to portfolio managers in high yield, short duration, and leveraged loans based on analyses of macro-events and their relationship to the leveraged finance asset classes using.
• Aid portfolio managers by overseeing portfolio strategy, portfolio construction, and performance attribution for the CIO and portfolio managers including daily and monthly portfolio reviews, periodic reviews of risk.
• Serve as client portfolio manager by working with clients to determine appropriate investment guidelines and benchmarks, presenting performance attribution, reviewing asset allocation, and answering due diligence and.
• Published several white papers on leveraged finance asset classes as well as newsletters on current topics of interest

Tokyo, JP

• Hired as the only credit strategist in research, publishing on all leveraged finance assets, including structured credit
• Built new infrastructure to perform technical analysis of the flow and structured credit markets including a custom tool to analyze historical CLO level statistics, collateral comparisons and manager selection
• Aided clients in performing relative value analysis of various portfolios to determine different buy and sell opportunities
• Met with global clients to present our views on the overall credit markets and increase our trading volume, particularly in CLOs
• Developed detailed business plans to continue the build-out of credit research and trading including hiring new people and acquiring data sources

Hired to add leveraged finance expertise to the current credit strategy franchise (high yield bonds, leveraged loans, CDO/CLOs and other structured products)Quantitative macro-analysis of all fixed income asset classes (with comparative studies to other asset classes) culminating in market commentary publications including Barclays Capital's US Alpha.

Worked in a group responsible for aiding clients with their asset allocation, capital deployment and business development decisions through quantitative analysis of capital marketsAided clients with determination of absolute and relative value of all parts of the fixed income, especially CLOs and other structured finance marketsWidespread client.

Strategy and Index Analytics, High Yield; Performed portfolio analyses (performance attribution) of high yield and leveraged loan pension, insurance and mutual funds as well as credit hedge funds, using quantitative analytics to examine fund returns and recommend strategic shifts in asset allocations to maximize returnsCreated complex spreadsheets and.

US

Participated in over $300 billion in M&A transactions of leading U.S. and international clients in various industries including consulting, energy, healthcare, telecom, utilities and publishingAssisted attorneys in the drafting of merger, stock and asset purchase agreements and in locating precedents with specific characteristics for the writing of.

Ba, Quantitative Economics And International Relations

Education record