Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Activities
Personal Information
Timeline
Generic

Kai Bidell

Denver,CO

Summary

Experienced impact investor, with an impressive network including the top accelerators and allocators in the industry. Expert in deal origination, structuring and negotiation, as well as valuation and investment analysis.

Overview

9
9
years of professional experience

Work History

Investment Analyst

Align Impact
09.2021 - Current
  • Led manager research for private fund investments in real assets, real estate, private debt, buy-out and venture capital
  • Led the due diligence process from initial sourcing to IC presentation for 17 private fund investments resulting in over $70m being invested in socially & environmentally responsible businesses
  • Advised early stage fund managers on investment strategy and impact measurement and management best practices.

Managing Partner

KB Capital Equity Fund, GP
01.2015 - Current
  • Received a 1% management fee to invest on behalf of a high-net-worth individual
  • Grew $80,000 of initial capital to over $212,000 (as of Q4 2023) with a Sharpe ratio of 0.78
  • Employed a sector neutral 'swing' ESG strategy, focus on relative value, FCFE, and defensible IP/competitive positioning.

Family Advisor

Suffolk Management, LLC
05.2020 - 05.2021
  • Worked for a small family office in Denver, with principal operations in real estate, advising on acquisition and leverage strategy
  • Correctly anticipated rising rate environment and negotiated long term fixed rate debt at historically low interest rates
  • Structured transactions including term sheets, LOIs, contracts (PSAs) and led negotiation for one disposition.

Education

Bachelor of Arts - Environmental Analysis

Pitzer College
Claremont, CA
01.2020

Skills

  • Due Diligence
  • Deal origination
  • Deal structuring
  • Networking
  • Negotiation
  • Bloomberg/Pitchbook
  • Written and verbal communication (PowerPoint)
  • Data analysis and visualization (Excel, R)
  • Time management and organization (Outlook, Teams)

Accomplishments

  • Fulbright Scholar
  • Passed Level II of CFA
  • FSA Credential Holder

Languages

English
Vietnamese (Conversational)

Activities

  • Pomona-Pitzer Club Tennis Captain
  • Writing Center Fellow
  • S.C.U.B.A. Diving
  • Jazz Guitar
  • Equities Trading

Personal Information

Title: Investment Analyst | CFA Candidate

Timeline

Investment Analyst

Align Impact
09.2021 - Current

Family Advisor

Suffolk Management, LLC
05.2020 - 05.2021

Managing Partner

KB Capital Equity Fund, GP
01.2015 - Current

Bachelor of Arts - Environmental Analysis

Pitzer College

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Kai Bidell