Gordon Chan personal email
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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.
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Vp Of InvestmentsFamily OfficeCalifornia, United States -
Finance And InvestmentsFamily Office 2014 - PresentProminent 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. -
Portfolio ManagerCitadel Llc Jan 2012 - Dec 2013Miami, 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. -
Assistant Portfolio ManagerSatellite 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.
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Assistant Portfolio ManagerJat Capital Management Lp 2007 - 2008Greenwich, UsVery 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. -
Portfolio ManagerCumberland 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. -
AssociateGoldman Sachs 1998 - 1998New York, New York, UsEquities Associate (MBA Summer Program)
Gordon Chan Skills
Gordon Chan Education Details
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Ucla Anderson School Of ManagementFinance -
University Of Southern CaliforniaFinance & 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?
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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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