Christopher Lai Email & Phone Number

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 and.

Finance, General