Mr. Chao has over 20 years of experience in a variety of financial executive and operating roles, in industries ranging from investment fund management to insurance, technology, and outsourcing services. He has held positions as CFO, Treasurer and Controller and served on various Boards of Directors. Before joining Blue River Partners, Mr. Chao operated a consulting practice that advised start-up companies on optimal corporate structuring, including offshore feeder funds set-up and ongoing regulatory compliance, as well as tax planning and assisting with financial system implementation and other infrastructure development to support client companies’ rapid growth.
Mr. Chao previously worked for nine years with Q Investments, L.P., a multi-billion dollar hedge fund and private equity firm. During his tenure at Q Investments, Mr. Chao developed processes and procedures for back office trading operations to improve operating efficiency, reengineered reporting processes to significantly reduce audit report preparation time, developed budgets and business plans, coordinated audits for twelve onshore and offshore feeder funds, and monitored performance of over fifty internal operating units.
Prior to joining Q Investments, Mr. Chao was Vice President, Chief Financial Officer and Treasurer at EOMB Holding Company, Inc., a provider of outsourcing and software solutions to the insurance industry. At EOMB, Mr. Chao negotiated private equity and debt financing arrangements and implemented treasury management policies to maximize investment returns. Prior to EOMB, Mr. Chao was Vice President, Controller and Secretary at The Millers American Group, a property and casualty insurance company licensed in thirty states with over 300 employees. At Millers, Mr. Chao directed due diligence teams through multiple mergers and acquisitions, and successfully spun off a subsidiary through an initial public offering. Mr. Chao began his career in public accounting at Sproles Woodard L.L.P., where he provided research and recommendations regarding complex accounting issues and gained extensive tax experience.
Mr. Chao received his Master of Business Administration from the University of Texas at Arlington in 1988 and his Bachelor of Commerce with Honors from the University of Windsor, Canada in 1986. Mr. Chao is a CPA and a member of the American Institute of Certified Public Accountants.