David Lo, CFA
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.
- 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
- Seidman College of Business, Grand Valley State University, Grand Rapids, MI, Bachelor of Business Administration – Majors: Finance and Economics; Minor: Math
- Chartered Financial Analyst, CFA Institute
PRIOR PROFESSIONAL AFFILIATIONS
- Intern, Braeburn Wealth Management
- Intern, Blue Care Network
- Intern, Blackford Capital, LLC
- Intern, Marcus & Millichap
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,...
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...
Authors: Kristina Kheyfets, David Sands, CVA and Fred Lara, CFA, ASA, CVA Download the PDFAs COVID-19 continues to financially disrupt healthcare organizations across the nation, clinical laboratories of all sizes have played a vital role ramping up to meet the...
In April 2020, HealthCare Appraisers provided financial support and professional expertise for an AHLA podcast series addressing various topics of interest to hospitals preparing for and responding to the COVID-19 crisis. Two of the podcast sessions, available below,...
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...
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...
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...
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...