As senior associate for Satori Alpha and XL, Chase Basta sources and evaluates investment opportunities across a wide range of markets and strategies, including hedge funds and private investments. His primary responsibilities include reviewing and filtering inbound investment opportunities, conducting due diligence, leading the portfolio monitoring process, and creating and maintaining portfolio analytics and metrics.
Prior to joining Satori, Chase was a senior analyst at AWH Capital, a long/short equity hedge fund, where he generated and researched investment ideas supported by deep fundamental analysis, including synthesizing qualitative information from a wide range of sources, building detailed financial models, and performing valuation analyses. Previously, he served as deputy chief of staff to the chief investment officer at the Teacher Retirement System of Texas pension fund and was a bank examiner and capital markets subject matter expert at the Federal Deposit Insurance Corporation.
Chase earned his MBA from the McCombs School of Business at the University of Texas, where he received the James A. Elkins, III Endowed Presidential Fellowship in Finance as well as the Hicks, Muse, Tate, & Furst Scholarship. While in school, he was a chapter leader of the Adam Smith Society and a National Chapter of the Year Award winner, as well as portfolio manager of the student-run MBA Investment Fund. He received his B.S.B.A., with honors, in finance from Montana State University and holds the Chartered Financial Analyst® designation.