Christopher Lai Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Dallas-Fort Worth Metroplex

Dallas, Texas, United States

The UTDSOM Investment Fund is a generalist, long-only student-managed fund with $150,000 in assets under management• Led investment efforts in the financial sector by creating industry research reports, updates, and investment recommendations pitched weekly to the fund’s portfolio manager & investment committee • Worked with coverage analysts in various sectors on an ad-hoc basis to identify and present actionable investment opportunities• Created and presented a sector initiation report detailing competitive landscape, key trends, sector dynamics, and potential investment opportunities in the financial space

Dallas, Texas, United States

Texas Capital Bank is a corporate and investment bank servicing the upper middle market across various industries• Evaluated various sell-side engagements at different stages of the M&A lifecycle and identified key trends affecting deal structuring across multiple industries (TMT, Industrials, etc.)• Drafted and submitted marketing materials (teasers, CIMs), refined company and industry overview slides, and presented a list of recommendations for enhancement to the senior management team• Performed market research and due diligence to identify potential buyers based on market conditions, competitor research, and industry standards• Completed research on 5+ domestic/international strategic buyers & PE firms to formally model pre-emptive responses

Dallas-Fort Worth Metroplex

The Vant Group is a leading boutique investment bank focused on consumer, construction, and manufacturing companies generating up to $50MM in revenue• Collaborated with junior, mid, and senior-level bankers across mission-critical functions such as business development, industry research, and supporting live deal processes• Developed and refined marketing and informational materials for potential buy and sell-side engagements including webinar/ discussion materials and executive summaries• Created a detailed checklist streamlining data room review and diligence process; referenced daily by the entire deal team

Southlake, Texas, United States

• Provided direct, real-time support to TD Ameritrade clients daily via inbound calls in a fast-paced, market-sensitive environment, fulfilling more than 15 inquiries per day• Delegated and mentored a group of 7 new interns by shadowing their calls and providing direct feedback while leading team discussions during huddles

Remote

The APAC Investment Banking experience was designed to give students experience performing tasks as they would as full-time Analysts at Citi • Completed virtual open access modules created by the Investment Banking and Markets divisions.• Created a company and industry overview for a gaming company, developed a strategic rationale for an acquisition, and performed discounted cash flow, trading comparable, and precedent transaction analyses

Richardson, Texas, United States

The UT Dallas Seed Fund, a program of the UTD Blackstone Launchpad and Institute for Innovation and Entrepreneurship, is a venture capital fund run entirely by university students.• Meticulously navigated all functions and stages of deal process in a highly selective program of 12 and executed a $25,000 Series Seed Investment • Played lead role and established impactful client relationships with C-suite executives and finalized 4 comprehensive memorandums for team management• Utilized and mastered investment strategy and due diligence methodology to proof-up and confirm our position around 15 investment opportunities

Dallas/Fort Worth Area

Southlake, Texas

Bachelor Of Science - Bs, Finance, Senior

Activities and Societies: •UTDSOM Investment Corp •Professional Program in Finance (PPF) •Blackstone Seed Fund •Financial Leadership.

Investment Banking

Activities and Societies: Success Participant, Alternate Investments, and Investment Banking.• Complete industry-specific training.

Finance, General