Gordon Chan

Gordon Chan Email and Phone Number

VP of Investments @ Family Office
California, United States
Gordon Chan's Location
San Francisco Bay Area, United States, United States
Gordon Chan's Contact Details
About Gordon Chan

I present a unique combination of Wall Street financial acumen and tech industry operating experience. I managed up to $1B AUM of institutional hedge fund equity portfolios for several large, prominent firms in NYC including Citadel, George Soros, a Tiger Cub, and Cumberland after starting my Wall Street career at Goldman Sachs. I then worked in the Family Office industry for the ultra high net worth single family office of the founders of Franklin Templeton (Top 5 Forbes Wealthiest Billionaires Families list and also owners of the SF Giants). I am responsible for investing decisions, due diligence, financial modeling, and thorough qualitative and quantitative analysis of the competitive landscapes and future prospects of companies across asset classes in both private equity / venture capital and public markets across a multitude of industries. Prior to my Wall Street career, I worked in Corporate Development / Strategic Planning at Sony and Microsoft (via an acquisition of a Silicon Valley software startup). Before that, I earned my CPA certification from Arthur Andersen, one of the "Big 5" global accounting firms. I have a MBA in Finance & Strategy from UCLA and a B.S. in Finance & Accounting from USC.

Gordon Chan's Current Company Details
Family Office

Family Office

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VP of Investments
California, United States
Gordon Chan Work Experience Details
  • Family Office
    Vp Of Investments
    Family Office
    California, United States
  • Family Office
    Finance And Investments
    Family Office 2014 - Present
    Prominent UHNW single family office of the founders of Franklin Templeton ($1.5 Trillion Assets Under Management) who also own the San Francisco Giants.- Analyzed and recommended investments. Led due diligence, financial analysis, valuation, industry research, and qualitative and quantitative competitive analysis on potential investments.
  • Citadel Llc
    Portfolio Manager
    Citadel Llc Jan 2012 - Dec 2013
    Miami, Florida, Us
    - Citadel is a $70B hedge fund (one of the Top 2 largest equity hedge funds in the world)- Managed a $1B AUM global portfolio focused on technology, semiconductor, hardware, software, internet and fintech companies._ Acheived a track record that consistently beat my benchmark S&P 500 with Sharpe Ratio of 1.5 - 2.2.- Regularly recognized in the Top 10-25% of the overall firm's investing executives.- Conducted company research and due diligence, built valuation models, made investment decisions, and monitored trends.
  • Satellite Asset Management (George Soros)
    Assistant Portfolio Manager
    Satellite Asset Management (George Soros) 2008 - 2012
    - Satellite Asset Management is an $9B hedge fund founded by George Soros and his proteges that was eventually acquired by Alliance Bernstein.- Conducted investment research, built financial models, and made investment decisions for $575M global portfolio.
  • Jat Capital Management Lp
    Assistant Portfolio Manager
    Jat Capital Management Lp 2007 - 2008
    Greenwich, Us
    Very first Investment hire of this prestigious Tiger Cub (founder's father won the Nobel Prize in Economics at the University of Chicago). Sector head responsible for investing in the Tech sector. $4B AUM.
  • Cumberland Llc
    Portfolio Manager
    Cumberland Llc 1999 - 2007
    - Cumberland is a $2B hedge fund and the 2nd oldest hedge fund in the US. - Responsible for running the Tech portfolio and all associated decision-making including investment idea generation, position sizing, risk controls, monitoring overall exposure, and related analyses.- Ran a portfolio and achieved a Morgan Stanley audited track record of 15% returns with no leverage versus the Nasdaq at 9.5% and SOX at 1% with Sharpe Ratio of 1.5.
  • Goldman Sachs
    Associate
    Goldman Sachs 1998 - 1998
    New York, New York, Us
    Equities Associate (MBA Summer Program)

Gordon Chan Skills

Financial Modeling Investments Start Ups Hedge Funds Business Development Private Equity Portfolio Management Venture Capital Valuation Equities Strategy Strategic Planning Business Strategy Asset Management Financial Analysis Product Development Executive Level Communication

Gordon Chan Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Finance
  • University Of Southern California
    University Of Southern California
    Finance & Accounting

Frequently Asked Questions about Gordon Chan

What company does Gordon Chan work for?

Gordon Chan works for Family Office

What is Gordon Chan's role at the current company?

Gordon Chan's current role is VP of Investments.

What is Gordon Chan's email address?

Gordon Chan's email address is ta****@****hoo.com

What is Gordon Chan's direct phone number?

Gordon Chan's direct phone number is +191774*****

What schools did Gordon Chan attend?

Gordon Chan attended Ucla Anderson School Of Management, University Of Southern California.

What are some of Gordon Chan's interests?

Gordon Chan has interest in Cfa, Level 2 Candidate, Selected For Nasa Internship, Cpa, State Of Ca, Dual Citizenship (Us And Uk).

What skills is Gordon Chan known for?

Gordon Chan has skills like Financial Modeling, Investments, Start Ups, Hedge Funds, Business Development, Private Equity, Portfolio Management, Venture Capital, Valuation, Equities, Strategy, Strategic Planning.

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