David Lo, CFA

Manager

Address: 4600 S. Syracuse Street, Suite 1050, Denver, CO 80237

Main: (303) 688-0700
Direct: (303) 566-3195

Email: dlo@hcfmv.com

 

David Lo is a Manager in the Denver office.

Lo assists in a wide variety of healthcare valuation assignments.  Prior to joining HealthCare Appraisers, he gained experience in investment analysis and the healthcare industry through internships with Braeburn Wealth Management, Blue Care Network, Blackford Capital and Marcus & Millichap.

Lo earned a Bachelor of Business Administration degree from the Seidman College of Business at Grand Valley State University, with a dual major in finance and economics and a minor in mathematics.  He has been a CFA charterholder since August 2019.

PRACTICE AREA

  • Business Valuation

PUBLICATIONS AND PRESENTATIONS

  • Bytes to Bucks: The Valuation of Data, (co-author with Luis Argueso and Nicholas Janiga, ASA) August 2019
  • Panelist – Financial Health Checkup: The Current State of the ASC Marketplace, CASCA 2019 Rocky Mountain ASC Conference & Trade Show, Denver, Colorado, June 28, 2019

EDUCATION

  • Seidman College of Business, Grand Valley State University, Grand Rapids, MI, Bachelor of Business Administration – Majors: Finance and Economics; Minor: Math

CREDENTIALS

  • Chartered Financial Analyst, CFA Institute

PRIOR PROFESSIONAL AFFILIATIONS

  • Intern, Braeburn Wealth Management
  • Intern, Blue Care Network
  • Intern, Blackford Capital, LLC
  • Intern, Marcus & Millichap

Recent Insights

Specialty Pharmacies: Industry Trends and Valuation Considerations

Authors: Matthew J. Muller, ASA, Anusha Patni, MSAQF and Nicholas J. Janiga, ASA Download the PDF  INTRODUCTION Specialty pharmacies, which once occupied only a small niche in the pharmacy marketplace, are now a sizeable part of the broader pharmacy industry. In 2018,...

2020 Outlook: Telemedicine

Authors: David Y. Lo, CFA, Matthew J. Muller ASA and Nicholas J. Janiga, ASA Download the PDF Emerging as an essential tool in the efforts to combat the novel coronavirus (COVID-19), the telemedicine industry is expected to reach $155 billion, growing at a compound...

HealthCare Appraisers Releases 2020 On-Call Summary Review

BOCA RATON, Fla., May 14 – HealthCare Appraisers, Inc., a leading healthcare valuation firm with offices nationwide, released its 2020 On-Call Summary Review of on-call coverage trends and statistics. The publication includes information related to salient features of...

Upcoming Events

Jun 29-July 1 | AHLA Virtual 2020 Annual Meeting

Every year, nearly 1,500 health law professionals join AHLA at its Annual Meeting to get the most current information and analysis on a myriad of legal issues facing the health care industry in thoughtful, practical solution-oriented sessions . This year is, of...

July 9-10 | ASCA2020 Virtual Conference

Happening live July 9–10 and available on demand until October 31 For more than two decades, ASCA’s annual conference has remained the premier, can’t-miss event for the ASC community and this year’s virtual conference is no different. Just like ASCA’s in-person...

Sep 30-Oct 2 | AHLA Fraud and Compliance Forum

Healthcare Appraisers is proud to serve as the Program Sponsor for the AHLA Fraud and Compliance Forum. September 30 – October 2, 2020 | Renaissance Harborplace Hotel Join us in Baltimore, MD This program brings together legal counsel, compliance officers, and...