Sam Chang Email & Phone Number

New York, NY, US

Princeton, New Jersey, United States

• Founded an asset management company of $100K+ AUM that is outperforming the S&P 500 (as of Sept. 2024)
• Analyze financial statements, company management, and industry trends to build detailed presentations, model business structures, and create DCF models

New Jersey, United States

• Co-founded a startup that provides students with a platform emphasizing long-term mentorship amidst the pandemic to strengthen schoolwork and scholarship, private high school, and college applications
• Trained over 40 tutors who work with over 200 students in 7+ countries, generating over $100k in total revenue

Hong Kong, Hong Kong SAR

• Assist large-cap companies in China, South Korea, Taiwan, and India capital markets with issuing equity and equity-linked instruments such as IPOs, follow-ons, and convertible bonds, ranging from $300M to $2B
• Created the first Middle Eastern sovereign wealth fund pitchbook circulated internally in the Asia Pacific region within the firm

New York, New York, United States

• Analyzed historical data, claims statistics, and actuarial reports to improve risk assessment for clients
• Conducted performance evaluations of insurance portfolios ranging from $500M to $1.5B, assessing the profitability and risk profiles, producing targeted recommendations for optimizing client portfolios

Princeton, New Jersey, United States

• Led and trained a team of eight Princeton student consultants to devise and research strategies to widen market capture for non-profits and companies across the country, mentoring and guiding new members
• Advised an educational scholarship program that increased the reach and diversity of applicants by 200%

Shanghai, China

• Analyzed client sales performance research for JD and Alibaba during the Chinese 6.18 shopping holiday
• Produced a white paper assessing the potential market drivers and risks for China’s professional sports industry

New York, United States

• Mentored by Louise Phillips-Forbes, winner of the 2020 Residential Brokerage Agent of the Year Award
• Assembled board packages for condominium and cooperative sales ranking up to $15K rentals and $20M sales
• Optimized the use of HubSpot CRM for client acquisition by automating different steps of the sales pipeline
• Designed advertisements for LBP’s Team in the New York Times: Home Edition and open house show sheets

San Francisco, California, United States

• Performed due diligence on a live deal in the healthcare sector by preparing data request sheets, mapping the competitive landscape, assessing the long-term viability of the sales funnel, and tracking payor.
• Supported partner with an investment review deck about the acquired company with ~$3M in cash flow

Exeter, New Hampshire, United States

Exeter, New Hampshire, United States

Exeter, New Hampshire, United States

Economics

Activities and Societies: Princeton Tigertones, President; Princeton University Nonprofit Consulting, Project Manager; Glee Club; Ivy Club

High School Diploma

Activities and Societies: Model United Nations, NH FBLA State Officer, The Exonian, Exeteras, Browning (Dorm) Proctor and Student.