Sam Tabar is one of the most admired and highly regarded capital strategists in the country, and the coverage he’s got through PR Newswire definitely shows he’s on the rise in the financial world. As a graduate of Columbia Law School, Sam knew that the best way to build a legal career was to not only go to the best school, but it meant striving to work with the best firm possible. Hedge fund formation is more important than ever as individuals seek to better their finances. Those who are accredited investors would most likely benefit from working with someone like Sam, but most of his work was ultimately with businesses, and Bloomberg has the full history.
The structure of investments as well as private placement, memoranda letters, and compliance issues, are among the top business issues of the day. High finance was quickly becoming Sam’s true love, as he landed his position with PMA Investment Advisors, a division of the Sparx Group. It didn’t take long for Sam to get a promotion with the group, where he was promoted to Managing Director and Co-Head of Business Development.
Sam was able to intrigue his peers at PMA by building a strategic marketing plan for his firm. At the time, the plan would include a specific target which was made up of institutional investors, large family offices, and high net worth clients around the world. The firm was surprised when he was able to deliver the names of more than 2,000 investors that were already qualified, and and he also took the time and effort to introduce more than 390 new investors. That’s a substantial portfolio to the say least.
These are tremendous feats for a Managing Director like Sam, but what you may not know is that the CEO asked to work closely with Sam on various business related matters. The Raising more than a billion dollars in assets was just another small part of the work Sam had done as a contributor to PMA. The firm was most likely shocked and in awe of his knowledge but also his foresight on the additional business matters he advised on.
It’s amazing to see someone like Sam at work in his profession, and it’s only a matter of time until we see him with a firm of his own, and you can be sure the day he lists that on LinkedIn will be soon. Follow his social media at Vimeo and Twitter if you’d like to keep apprised of Sam’s current whereabouts.