For any financial services firm, success involves establishing excellent investor relations with individual clients as well as institutional investors. While many firms focus only on investors who possess a very high net worth, others realize it is also important to cultivate smaller investors who often get overlooked by most firms. However, a number of firms still choose not to make this a top priority, which often limits their business. However, while working as the Head of Business Development and Management at PMA Investment Advisors, Sam Tabar has realized just how important it is to not only keep current investors involved, but also bring in many new investors for added growth.
To succeed in investor relations, Sam knows it takes not only a vast knowledge of the financial market, but also a true desire to work with others in order to help them achieve their financial goals. To accomplish this, it takes a person such as Sam who has an extensive background in the legal and financial areas involving hedge funds. After graduating with Honors from Oxford University, he then decided to further his education by enrolling in Columbia Law School. While at Columbia, Sam began to showcase his abilities by becoming the Associate Editor of the Columbia Business Law Review. In fact, it was in this position that Sam laid the groundwork for what would become several of his specialties later on. Hedge fund structure and formation, employment law, compliance matters, and more were all areas Sam focused on while at Columbia.
Once Sam began his career in the investment industry, investor relations became his first and foremost priority. After becoming employed by PMA Investment and given management responsibilities for a $2 billion hedge fund, Sam set out to ensure the hedge fund would grow at an aggressive rate. To accomplish this, he knew it would take a combination of various types of investors being brought together in a short period of time. As a result of this strategy, Sam then began meeting with as many investors as possible, discussing their financial goals as well as how the hedge fund at PMA could work best for them. Meeting with clients the world over, Sam eventually was able to compile a list of over 2,500 investors whose net worth and financial goals were a perfect match for PMA.
While others stand pat once they achieve success, Sam is just the opposite as evidenced on About.me. Never one to slow down, Sam knows that to stay successful in the financial industry he must continue to look forward. Always one to take on the toughest challenges, Sam sees them as chances for success rather than potential problems. With this attitude, it’s no wonder Sam has succeeded. Sam Tabar’s complete job history can be found on LinkedIn.