Kai Chen Email & Phone Number

Taiwan

Taiwan

Taiwan

• Responsible for various training exercises such as shooting drill, physical training and war game and related budgets and expenses. • Act as a liaison between senior officers on the Squadron and their counterparts on the Wing.

Jinja, Uganda

• Established and implemented financial, loan portfolio monitoring system and risk management practices for 7 rural banks that serve 1,600 members in Eastern Uganda.• Equipped and empowered local communities and ORUDE staff with micro-business startup training and professional development seminars.

Dallas/Fort Worth Area

Leveraged Buyout Investment: Identified acquisition targets through industry screening and proprietary network; performed financial and operational due diligence, presented investment thesis to investment committee, worked with principals and executives in residence to prepare bids, including: • Large publicly traded bank holding company in Southeast with $26 billion in assets. • Large publicly traded financial service company with $248 mm in revenues. • Large regional local television and radio stations group in TX and OK ($115 mm). Portfolio Company Management: Provided industry research and financial analysis to portfolio company executives and senior investment professionals for growth strategy, operations turnaround, and financial engineering. • Served on the board of consumer products company to provide guidance for $20 mm financial budgeting and strategic planning. • Worked with executives of auto parts manufacturing company on $14 mm financial and operational restructuring. • Conducted industry screening and due diligence of various industries such as regional broadcasting, financial services, and auto parts manufacturing industries.

Dallas/Fort Worth Area

• Managed monthly pricing/valuation process of Highland’s $40 billion investments in alternative credit assets.• Served with senior executives on Highland Global Pricing Committee to review and evaluate the accuracy and reasonableness of illiquid investment valuation.• Managed bi-annual performance attribution analysis for all portfolio managers at Highland Capital. Researched and created performance benchmark for each portfolio manager and prepared annual performance ranking for President and Chief Investment Officer.

Dallas/Fort Worth Area

• Prepared reporting packages and presentation materials for CEO, COO, and CFO of Resource Global Operating Group. • Researched and analyzed complex financial reporting issues and assisted management with special projects and presentations.

San Francisco Bay Area

• Prepared tax returns for venture capital funds, including partnerships and limited liability companies. • Researched tax laws regarding partnership and analyzed partnership structures.