David Lo, CFA

Director

Office: Denver

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

Email: dlo@hcfmv.com

 

David Lo is a Director 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

  • The Value of Branding in Healthcare, co-authored with Giulia F. Pace, MBA, CVA and Nicholas J. Janiga, ASA, October, 2020
  • 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

Valuation Trends and Considerations: Laboratories

Authors: Nicholas J. Janiga, ASA, Matthew J. Muller, ASA, and Daniel I. Levin, CFA, ASA Download the PDF As with all sectors of healthcare, the lab industry has been dramatically impacted by COVID-19. In addition to COVID-19, the industry is dealing with reimbursement...

Upcoming Events

Mar 8-11 | DLA Piper Healthcare Leadership Conference

Healthcare Appraisers is a proud sponsor for the 2021 DLA Piper Healthcare Leadership Conference. A roadmap to recovery and reimagining healthcare in a COVID-19 world. DLA Piper’s 2021 Healthcare Leadership Conference – The roadmap to recovery and reimagining...

Mar 10-11 | Consero Healthcare General Counsel Virtual Forum

Healthcare Appraisers is a proud sponsor for the 2021 HealthCare General Counsel Virtual Forum. For legal executives in healthcare, the stakes cannot be higher.Managing the legal function of hospitals and healthcare systems has never been easy. And today’s executives...

Mar 11 | ICLE 27th Annual Health Law Institute

Healthcare Appraisers' Partner Andrea, M. Ferrari, JD, MPH will be speaking with Michael D. Bossenbroek, Senior Associate General Counsel at Beaumont Health. Looking Back and Looking Ahead at Physician Compensation COVID-19 disrupted health care in unfathomable ways,...