Sam Lin, Cfa, Cpa Email and Phone Number
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I’m a Tech Ops Leader with a knack for merging financial insights with strategic vision. My background includes managing alternative investments like REITs and hedge funds, and I’m currently with a top-20 global asset manager in Hong Kong. With an MBA from UCLA Anderson, a CFA charter, and a CPA license, I’ve built a career that spans fund management and entertainment accounting.I started investing in October 2008, initially diving into REITs and income stocks. Over time, my focus has broadened to a variety of value-driven opportunities, with a strong belief that you can achieve both income and capital growth.On the side, I publish investment analysis on Seeking Alpha, where I release weekly articles. My approach is to focus on macro trends and qualitative factors, with occasional deep dives into valuations. I steer clear of rigid price targets and prefer a more flexible, strategic perspective.Originally from Los Angeles and fluent in Mandarin, I bring a unique blend of global insights and local knowledge to my work. My approach is grounded in solid, fact-based analysis, steering clear of emotional bias and focusing on real value drivers.
Integrated Dynamic Electron Solutions, Inc.
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CfoIntegrated Dynamic Electron Solutions, Inc. Nov 2022 - PresentPleasanton, California, Us• FP&A: Prepare 3-year financial plan, cashflow forecast, SEC reporting packages for publicly-traded parent• Controllership: Establish month-end closing procedures; hands-on month-end close; upgrade accounting system to enable margin analysis; build and execute audit plan• Treasury: Management of A/P, A/R, line of credit; own banking relationships, establish expense approval process
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Vp, FinanceOwnify Jul 2023 - PresentRaleigh, Nc, Us -
CfoSeed Education Partners Dec 2019 - Present• Financial Reporting, Bookkeeping, Payroll Administration• Vendor Management• Treasury -
Director Of RiskHomelight May 2021 - Jul 2022Scottsdale, Az, Us• P&L Ownership: Owned unit economics for products grossing $800m annually; Created return attribution framework and led monthly executive FP&A discussions • Property Acquisitions: Scaled due diligence & approval process, owned buy box and exception framework• Capital Markets: Owned credit facility relationships; Established facility terms, structure, and reporting infrastructure• Portfolio Management: Established dashboards and built infrastructure to enable risk-return toggling, property exposure monitoring, investor reporting for $1.4B residential property portfolio• Internal Control: Led profit margin internal audits, establish SOP, covenant compliance & deal QC -
Manager, Investment AnalysisUnison May 2018 - May 2021San Francisco, Ca, Us• Built 12-person Investment Analysis team from the ground up, managing a cross-functional team responsible for investment research, credit underwriting, and property valuation/risk assessment• Built a deal scoring system to quantify deal value, balancing company P&L, investor returns, and portfolio exposure.• Oversaw fund investment guidelines & risk management• Thought Leadership content production; authored articles and blog posts to cultivate investor interest and consumer demand for home equity co-investments -
Investment WriterSeeking Alpha Dec 2014 - May 2018New York, Us• Author investment articles with an emphasis on REITs and other income securities• Occasional "overview" articles on under-covered companies• Special situations/event-driven ideas -
Management Associate (Fp&A, Corporate Strategy)Invesco Ltd. Jul 2016 - Nov 2017Atlanta, Georgia, Us• Compile Asia Pacific financial results and investment performance and present to senior management• Lead strategic meetings and construct discussion framework for regional leadership meetings• Conduct due diligence and ROI analysis on acquisition targets and business partners• Perform market research across Asia Pacific and propose entry strategy into new markets• Lead efforts to keep Invesco on the cutting-edge – establish social media presence, head research on robo-advisors, customize products for the Chinese retail market, co-author thought leadership whitepapers -
Research Associate InternGreen Street Advisors Jun 2015 - Aug 2015Newport Beach, California, Us• Initiated sell-side coverage on Senior Housing Property Trust (SNH) and presented a comprehensive long-case on a poorly-managed REIT with self-enriching insiders• Constructed NAV-based valuation models for publicly-traded real estate investment trusts (REITs) in the health care sector• Performed deep-dive research on the valuation of publicly-traded management companies and the impact of external management on REIT returns -
Research InternGranite Investment Partners Jan 2015 - Jun 2015El Segundo, Ca, Us• Supported small and micro-cap portfolio manager in financial modeling, management calls, and channel checks -
Risk Analytics SpecialistPacific Alternative Asset Management Company (Paamco) Oct 2013 - Jul 2014• Developed a process to assess counterparty risk for $6B in assets and provided an objective guidance for capital allocation• Drafted investment guidelines for 36 hedge funds exceeding $2B in AUM to ensure managers trade within core competency: guidelines include country/sector exposures, leverage, beta limits, investment type exclusions• Led a team of 10 professionals in daily investment guideline monitoring and trade compliance review for 20 funds• Liaised with hedge fund CFOs for 13 fund launches and resolved ongoing trade data and compliance issues
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Audit & Valuation AnalystPacific Alternative Asset Management Company (Paamco) Jan 2012 - Oct 2013• Headed Valuation Committee and valued $300M of illiquid, hard-to-value securities over 2 years• Managed financial statement audit for 20 hedge fund portfolios covering over $5 billion in assets• Approved monthly financials for 18 funds on the separate account platform, safeguarding over $1.5B in investor assets
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Staff AccountantDecurion Corporation Nov 2010 - Jan 2012Los Angeles, Ca, Us• Compiled consolidated financial statements for 14 movie theaters grossing over 100M in annual revenue • Oversaw annual financial statement audit for theaters and acted as liaison between auditors and staff• Oversaw accounting functions for a chain of 14 Pacific/Arclight theatres• Prepared month-end closing entries and adjustments -
AnalystGettleson, Witzer & O'Connor Sep 2008 - Nov 2010• Managed accounting for entertainment studios with over $2B in worldwide revenue, projects include TV shows such as “True Blood” and major theatrical releases such as “The Karate Kid” and “Ocean’s 11” series• Performed financial planning and business management for high-profile, HNW celebrity clients, optimized $60M of investment portfolios to align with clients’ personal milestones and obligations• Financial services concierge for Hollywood A-listers• Estate planning and short-term budgeting• Prepared financial statements for individuals, corporations, and charities
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Executive AssistantNew York Life Insurance Company Aug 2007 - Aug 2008New York, New York, UsTracked applications and set up illustrations for insurance/annuity policiesActed as a liaison between field agent and sales officeDrafted Correspondence, respond to client inquires regarding financial instruments -
InternPalisades Wealth Management Aug 2007 - Dec 2007Assisted boutique financial planner in product research, in areas such as fixed income funds and convertible bondsPreformed balance sheet analysis, earnings quality analysis and stress-testing for selected stocksReviewed and forecasted industry trends to assist in securities valuationUpdated portfolio value, researched and explained large price/volume changes
Sam Lin, Cfa, Cpa Skills
Sam Lin, Cfa, Cpa Education Details
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Ucla Anderson School Of ManagementFinance -
UclaBusiness-Economics
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Rowland High School
Frequently Asked Questions about Sam Lin, Cfa, Cpa
What company does Sam Lin, Cfa, Cpa work for?
Sam Lin, Cfa, Cpa works for Integrated Dynamic Electron Solutions, Inc.
What is Sam Lin, Cfa, Cpa's role at the current company?
Sam Lin, Cfa, Cpa's current role is Scaling Tech w/ Fiscal Discipline & Operational Excellence.
What is Sam Lin, Cfa, Cpa's email address?
Sam Lin, Cfa, Cpa's email address is sa****@****ght.com
What is Sam Lin, Cfa, Cpa's direct phone number?
Sam Lin, Cfa, Cpa's direct phone number is +162655*****
What schools did Sam Lin, Cfa, Cpa attend?
Sam Lin, Cfa, Cpa attended Ucla Anderson School Of Management, Ucla, Rowland High School.
What are some of Sam Lin, Cfa, Cpa's interests?
Sam Lin, Cfa, Cpa has interest in Victor Canera, 谷阿莫 Amogood, Dessert Shop, 搞笑翻譯王, Washington D, Ihop, Toshi Hayakawa, 鴉埠咖啡 Yaboo, Spao Hong Kong, 標記香雞排.
What skills is Sam Lin, Cfa, Cpa known for?
Sam Lin, Cfa, Cpa has skills like Financial Analysis, Accounting, Excel, Word, Mandarin, Budgeting, Outlook, Audit, Chinese, English, General Ledger, Pivot Tables.
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