David Lo, CFA
Director
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
Navigating the RFP Process – Forging the Future of Your Hospital-Based Coverage Contracts
Authors: Jim Carr, ASA, MBA and Andrew Worthington Download the PDF HOSPITAL-BASED CLINICAL COVERAGE ARRANGEMENTS Often, hospitals and health systems do not wish to incur the administrative burden involved in employing the clinical resources needed to cover their...
Updated February 9, 2021 – Forecasting 2021 Final Rule for Physician Practices
Authors: Nicholas A. Newsad, MHSA Download the PDF Updated February 9, 2021 for the Consolidated Appropriations Act of 2021 The 2021 Medicare Physician Fee Schedule (MPFS) final rule included recommendations by the Relative Value Scale Update Committee (RUC) to...
The FMV Impact on Physician Compensation: Physicians Utilizing Advance Practice Professionals in Global Surgery Settings
Authors: Barbara Landy, MBA, MHS, FACHE, NHA and Kevin Obletz, JD Download the PDF As the general population continues to outpace the number of practicing physicians in the United States[1], the way healthcare is delivered will continue to evolve to meet demand. One...
Mandated Hospital Disclosure of Negotiated Rates and Its Potential Impact on Fair Market Value (FMV) Analyses
Authors: Erica Jacobovits, JD, and Kevin Obletz, JD Download the PDF Healthcare spending in the United States has been consistently touted as disproportionately high when juxtaposed with certain healthcare outcome measures, including life expectancy and infant...
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,...
Mar 23 | Webinar (with AAPCP) On-Call Coverage – Concepts & Compensation: An overview of call coverage and the variables affecting fair market value
A 60-minute live webinar featuring HealthCare Appraisers' Partner, Adam S. Polsky, MBA, CVA, and Manager, Alex J. Houston, JD, CHC. Tuesday, March 23, 2021 11:00 a.m. EST (allow 60 min on calendar) Historically, hospitals relied on physicians to provide call coverage...