The Legal Expertise And Capital Strategy Of Sam Tabar

Sam Tabar is an attorney with a rich history in not only the legal world but also in the world of high finance. LinkedIn lists that Sam graduated from Oxford University and then entered Columbia Law School where he was appointed as the Associate Editor of the Columbia Business Law Review. After his graduation, he joined the famous law firm of Skadden, Arps, Slater, Meagher, & Flom LLP. While there he demonstrated his understanding of high finance by counseling clients on hedge fund structure and use, investment agreements, contracts, and regulatory and compliance issues. He worked at the firm until 2004. At that time, he joined PMA Investment Advisors in Hong Kong as their legal counsel. While he was there he also managed all parts of PMA’s global marketing and the investor relations division for their $2 billion dollar hedge fund. He also constructed and put into place a strategic plan to market the firm’s services to specific institutional investors, high net worth clients and large family offices. He also developed a personal directory of over two thousand likely investors that might be interested in what the company was offering. Other achievements he performed while serving included assisting PMA in raising $1.2 billion dollars in assets under management and working closely with PMA’s Founding Partners and its CEO on their business development matters.

Everything changed in 2011 when Sam joined Bank of America Merrill Lynch as its Director and Head of Capital Strategy for the Asia-Pacific Region. When he took on that role his first action was to provide the company’s hedge fund clients with targeted introductions to a large group of institutional investors, endowments, foundations and other asset rich clients. This strategy proved to be such a successful one for Merrill Lynch that Sam took another page from his playbook and built another directory of over one thousand institutional investors to used on Merrill Lynch’s clients. He left the company in 2012 after being picked to serve as the Director of Adanac LLC, BVI.

For those of us that are just interested in his investment advice, Sam has some words of wisdom on SlideShare to share that he has picked up over the course of his career. There are some types of investments that may look intriguing to a new investor but that are much riskier than they appear. One of these is in the commodity market. The returns of these instruments look good but commodities can be very volatile, much more so than mutual funds or even the stock market. For the novice or casual investor his best advice is to steer completely clear of commodities.