Contributor

Display Name

Eric Chan

First Name

Eric

Last Name

Chan

About Me

I have 18+ years of accounting experience (6 1/2 in the insurance industry and the last 11 1/2 years in the asset management industry). In addition to my practical experience, I have been teaching auditing and advanced accounting at Baruch College and Molloy College and was a lead instructor at Deloitte auditing trainings.

Professional Information

Company

Altpoint Capital Partners

Title

CFO

Summary

Prepare and review all financial statements and footnote disclosures in accordance with US Generally Accepted Accounting Principles and Other Comprehensive Basis of Accounting; maintain and review all financial records, budgets and forecasts for the Funds, other affiliated alternative investment vehicles and management companies; prepare internal reporting packages for executive management and limited partners of the Funds; manage day to day operations of the management companies and investment advisor entities, which also includes all information technology and human resources; review due diligence models for potential merger and acquisition projects and valuation models for current portfolio companies held by various investment vehicles; review financial information from underlying portfolio companies; create, review and implement internal controls, valuation, human resources and other accounting policies and procedures for the Funds and management companies; with the Chief Compliance Officer, complete all filing and documentation requirements with the SEC as a registered investment advisor; assist in the preparation and review for the all tax returns for the Funds and management companies; maintain all banking relationships; supervise, train and review work of staff accountants and work on special projects; supervise back office staff.

Specialties

General knowledge in accounting includes: US General Accepted Accounting Principles and Other Comprehensive Basis of Accounting. Industry knowledge includes investment companies (private equity, hedge funds, fund of funds), insurance and general knowledge in retail/manufacturing industries.

Time Period

November 2006 to Present

Education

School Name

Long Island University, C.W. Post Campus

Major

MS, Tax

Time Period

1995 – 1998