Brian Chae Email & Phone Number

San Francisco, Ca, Us

San Francisco

Coordinated investment underwriting activities for the Tech, Media, and Telecom portfolio, including financial modeling, capital structure assessments, industry and business qualitative analysis, legal due diligence, market pricing and relative valuation, and scenario analysis. Sector expertise included Advertising, Cable, Data Centers, Internet & Streaming, Satellite Services, Semiconductors, Software, Telecom, Theaters, and TV.Optimized total returns through timing of buy/hold/sell recommendations and by allocating investments within and across capital structures.Contributed to business process optimization projects that helped ensure regulatory compliance while modernizing critical workflows.

San Francisco, California, United States

Lead analyst for the Technology, Media, and Telecommunications (TMT) team. Responsible for vetting potential investments, conducting due diligence via research and management meetings, supporting risk management and compliance operations, and making buy/sell recommendations to investment committees. Built models for analysis and projections of financial statements, KPIs, unit drivers, cap tables, actual/forecast ratios and metrics, industry trends, and valuation analyses. Developed an investment framework based on top-down industry assessments, competitive positioning regarding technological and product attributes, end-market and customer analysis, legal due diligence, and market valuation trends.Identified specific capital needs and financing requirements at portfolio companies by combining business and industry research with financial modeling and analysis. Used this information to approach company management teams and investment banking groups to generate portfolio investment opportunities.Optimized outcomes in distressed situations by understanding stakeholder motivations within the context of legal obligations, industry trends, and capital market conditions.Worked closely with IT, accounting, strategic finance, and credit risk to design and launch internal software tools that modernized critical workflows and combined disparate systems of record into a single source of truth.Contributed credit risk expertise to risk policy working groups over multiple years. Co-wrote internal policies for translating internal credit ratings to external regulatory risk ratings, a critical process for regulatory capital calculations.

San Francisco, California, United States

Joined as an Associate covering Building Products, Homebuilding, Industrials, Media, Paper/Packaging, and Waste Management. Built and maintained financial models, industry data, and relative analyses for investment committees. Promoted to Investment Analyst for the Media and Telecom team in 2010.Assumed lead analyst coverage for Media and Telecom in 2014.