Sam Tabar: The Keys to Strategic Planning

When it comes to strategic planning, there are many factors that come into play in order to achieve success. A thorough knowledge of finance and economics, along with an understanding of global marketing, all come together to ensure a firm successfully reaches its target core of investors. While in most firms there are many people in charge of strategic planning, there is often one member of the team who has an ability to think outside of the box and make things happen. Sam Tabar is one of those people, and over the years he has been able to develop plans for numerous companies that have resulted in enormous success.

Considered to be one of the best-educated financial professionals in the industry, Sam has used his degrees from Oxford University and Columbia Law School to formulate global marketing strategies that have been used around the world. While acting as Head of Business Development for PMA Investment Advisors, LinkedIn shows that Sam was put in charge of developing investment strategies for the Asia-Pacific region.

In addition to working in this capacity with PMA and other financial firms, Sam has also used his legal training in numerous capacities. Acting as legal counsel for many financial services firms, Sam specialized in hedge fund formation and structure. In this capacity, he regularly advised clients on such important matters as new regulatory issues, employment law, investment management agreements, compliance rules, and much more. Along the way, he also developed a reputation for excelling at investor relations, which would prove to be a key component to his later career options.

As Sam continued working in financial services, his expertise in hedge fund formation and structure began to come to the forefront. As a result, he later accepted a position with Merrill Lynch as Head of Capital Strategy, where he worked with major investors around the world to develop strategies that would help them meet their financial goals. In charge of a hedge fund with a net worth of more than $2 billion, Sam brought in a number of new investors to FullCycle Fund that ultimately led to the fund increasing its worth by more than $1.2 billion.

By being willing to take on challenges in the business and legal world that others often shy away from, Sam has emerged as one of the industry’s most dynamic figures. As he continues to ascend to the top of his profession, Sam has said on Instagram he realizes it will take not only hard work and determination, but also a strong commitment to investors and their goals.

One comment

  • Jerry McFarland
    February 21, 2017 - 5:03 pm | Permalink

    Meeting with numerous investors who were considered to be high net-worth investors, Sam was able to develop a file of 3,000 investors of whom his firm could work with on a regular basis. I was able to write my essay from scratch which is definitely the nicest thing to do from my end

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