Henry Chan, Cfa Email & Phone Number

Topeka, Ks, Us

Kansas City, Missouri, United States

National Bank Holdings Corporation ("NBHC") is a publicly traded bank holding company with $7 billion in total assets. NBHC operates a network of 89 banking centers located primarily in Colorado and the greater Kansas City region.As a Portfolio Manager at NBHC, I am responsible for monitoring, managing, and underwriting loans for lower-middle market companies with sizes ranging from $100k to $50mm.

Topeka, Kansas Area

Security Benefit is a leader in the U.S. retirement market with $46 billion in assets under management. Security Benefit has operated out of Topeka, KS since 1892 with retirement products sold across the United States.My responsibilities at Security Benefit included: • Managed a $1bn+ credit portfolio with BBB and high yield assets by building and maintaining financial models / investment memos. • Created financial models considered operating performance, liquidity, solvency, leverage and more. • Created Investment memos that further detailed covenants, capital structure, deal structure, legal structure, technical and valuation. • Evaluated other investment opportunities outside the credit portfolio but within the firm’s $40bn+ AUM including collateralized loan obligations, combo notes, asset backed securities, investment funds, distressed debt and more.

Kansas City, Missouri Area

Gilmore Bell is a public finance law firm with 50+ attorneys in Kansas City and the Midwest. The firm represents government and 501c3 entities and has frequently ranked #1, nationwide, in the number of bond counsel opinions rendered and top 10 by the dollar volume. In 2020, Gilmore Bell issued 540 municipal bond issues with nearly $11 billion in principal. My responsibilities at Gilmore & Bell included:• Conducted financial and legal analyses of municipal bonds to determine compliance with legal documents and IRS regulations. • Reviewed financial reports of governmental entities focusing on assessed valuations, tax levies, demographics, and etc. of government entities that were published onto EMMA to satisfy continuing disclosure requirements. • Reviewed the presence of unique municipal bond features such as guaranteed investment contracts, credit default swaps, and redemption provisions.• Drafted legal opinions, letters, and IRS documents based on findings in the conclusions of the analyses above.

Bachelor'S Degree, Finance And Economics Dual Major

Business School Exchange, Finance & Economics Studies

I completed six courses at the University of Hong Kong during a Business School Exchange from August to December of 2014. I was awarded.

Business School Exchange, French Business Research

I completed a graduate level research course on French and European Business Development in the Spring of 2014. I was awarded a full.

High School Diploma