GORDON CHAN, CPA

Saratoga, CA ***** 917-***-****

ad37tu@r.postjobfree.com https://www.linkedin.com/in/gordonchan3/

Franklin Templeton Family Office – Forbes Top 5 Wealthiest Families List and the owners of the San Francisco Giants San Francisco, CA

Managing Director 2014 - present

Perform due diligence and research on a multitude of investment opportunities in both the public and private markets across a myriad of asset classes including equity, venture capital, real estate, private equity, hedge funds, seed-stage investments, Series A-C, convertible debt, foreign exchange, futures and options. Originate, negotiate, and close venture capital and direct investments from my own proprietary deal flow and industry contacts. Create detailed financial spreadsheets and projections. Responsible for idea generation, due diligence, research, analysis, and execution of investment ideas into the internal hedge fund “center book”. Utilized complex options strategies for risk management and enhanced returns. Analyzed both public and private investment ideas (public equities, venture capital individual investments, etc.)

Citadel ($70 Billion Hedge Fund) New York, NY

Portfolio Manager 2012 - 2013

Responsible for all investment and strategy decisions for a $1 billion global portfolio. Advised CEOs and CFOs of portfolio companies in terms of strategic options (mergers, acquisitions, spinoffs, etc.) to enhance shareholder value. Analyzed the competitive landscape of various Technology sectors including semiconductors, Internet, enterprise software, SaaS, consumer entertainment software, fintech, hardware, and consumer electronics. Conducted fundamental investment research on global companies to develop profitable investment recommendations. Created attractive investment ideas by conducting in-depth industry research and senior management discussions. Conducted numerous management visits to Silicon Valley, Europe, and Asia. Managed three junior analysts. Consistently ranked in the Top 10% against the firm’s approximately one hundred investment professionals. Returned 6% unleveraged (thus 60% total using Citadel 10x leverage) with a Sharpe ratio of 1.5 – 2.2.

Satellite Asset Management ($9 Billion Hedge Fund – George Soros) New York, NY

Assistant Portfolio Manager 2008 - 2012

Team member of the Technology group that ran a $575 million global portfolio that was subsequently acquired by Alliance Bernstein. Employed a bottoms-up stock-picking approach based on deep fundamental analysis and high probability reward/risk investments. Functioned as a trusted advisor to the executive teams of my portfolio companies in terms of competitive tactics and positioning in their industries. My performance results consistently beat the benchmarks and put me in the top echelon of my peer group.

JAT Capital ($4 Billion Hedge Fund – Tiger Cub) New York, NY

Sector Head – Technology Investing 2007 - 2008

Became the first investment hire at this high-profile Nobel Prize related launch. Tiger cub spinoff fund focused on core fundamental investing in the Technology, Media, Telecom and Consumer sectors. Ran the global Technology book at the fund. Utilized a market neutral, growth investment strategy. Total exposure averaged $200 - 300m. Generated consistent profits since the firm’s inception. Results were up 4% unlevered versus the S&P down (17%) and NASDAQ down (18%).

Cumberland Associates ($2 Billion Hedge Fund) New York, NY

Portfolio Manager 2001 - 2007

Ran the global Technology portfolio at this legendary fund founded by two original members of the Barron’s Roundtable. Responsible for analysis, risk control, net exposure, position sizing and money management parameters. Analyzed the competitive landscape of various Technology sectors to assess the long-term winners in each arena. Managed two junior analysts. Interacted with CEO’s and CFO’s discussing corporate strategy against their competitors. Returned 15% on a Sharpe ratio of 1.5 versus the Nasdaq at 9.5% and the SOX at 1%.

Goldman Sachs London, England

Associate – Equities Division

Completed intensive MBA rotational program through various areas including Equity Derivatives, Convertibles, US, European and Asian shares, Research, Equity Capital Markets and Equity Arbitrage. Assisted in the IPO process (road shows, equity research coverage, etc.).

EDUCATION

University of California at Los Angeles (UCLA) Los Angeles, CA

MBA in Finance & Strategy

Robert A. Toigo Foundation Fellowship, UCLA Dean's Fellowship (top 10% of entering class).

Student Investment Fund Fellow: actively managed a portfolio of $2.1 million and achieved a 25% annual return.

Completed MBA internships at Merrill Lynch, Nicholas-Applegate Investments and Westcap Investment Advisors.

University of Southern California (USC) Los Angeles, CA

B.S. in Accounting

USC Student Government Treasurer.

Dean's Scholarship, Asian Pacific Alumni Association Scholarship.

Accounting Scholar (Top 3% of graduating class) - based on academics, leadership, and community service.

ADDITIONAL

Certified Public Accountant – board licensed in the State of CA from Arthur Andersen (“Big 5” global accounting firm).

CFA - completed Level I. Level II candidate.

Dual Citizenship (American and British).

Prior operating experience in the tech industry working at Sony and Microsoft (via acquisition of a startup).

Completed undergraduate classes in Engineering and Computer Science. Internship at NASA.

Brazilian Jiujitsu martial arts tournament competitor. 8x Gold Medalist (Absolute and Lightweight categories) at the New York & Silicon Valley Opens. Gold Medalist at the NAGA North American Championships. 3x Silver Medalist at the Pan American Games. Silver Medalist at the ADCC East Coast Trials. 2x Bronze Medalist at the World Championships.

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