Author Archives: Amy Zhang, CPA

About Amy Zhang, CPA

Before starting Affinity Fund Services LLC in 2010, Amy Zhang managed audits of 30+ hedge funds and private equity firms in a regional public accounting firm, Harb, Levy & Weiland LLP. Before that, she worked as auditor at PricewaterhouseCoopers, Boston and China offices. She holds a M.S. degree in accounting from Boston College and a B.S. degree in accounting from Sun Yat-sen University. She is a licensed CPA in California and serves as the Board Director at CalCPA San Francisco Chapter. For more information about Amy and Affinity Fund Services LLC, visit www.affinitycpa.com.

Investment Industry Events in San Francisco, Los Angeles and Las Vegas (May 2013)

All events are held in San Francisco unless otherwise noted.  If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com: May 1, 2013 6pm (Beverly Hills): … Continue reading

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How to Start An Investment Firm and Position It for Success

Last Tuesday, our Financial Entrepreneurs Forum hosted the first session in 2013 on “how to start an investment firm and position it for success”.   Considering the market is doing better and investors are starting to invest again, we feel it’s … Continue reading

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Investment Industry Events in San Francisco (February 2013)

All events are held in San Francisco unless otherwise noted.  If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com: February 6, 2013 5pm: Setting the … Continue reading

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Investment Industry Events in San Francisco (January 2013)

All events are held in San Francisco unless otherwise noted.  If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com: January 17, 2013 2:30pm: State and … Continue reading

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Investment Industry Events in San Francisco (December 2012)

All events are held in San Francisco unless otherwise noted.  If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com: December 4, 2012 5:30pm: San Francisco holiday event … Continue reading

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Investment Industry Events in San Francisco (November 2012)

All events are held in San Francisco unless otherwise noted.  If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com. November 1, 2012 5pm: ABC (Attorneys, … Continue reading

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Investment Industry Events in San Francisco, Los Angeles and Las Vegas (October 2012)

October is the networking month in the alternative investment industry!  All events are held in San Francisco unless otherwise noted.  If you want to add your event to our listing (free!) or take your event off our listing, send me … Continue reading

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Investment Industry Events in San Francisco (September 2012)

Happy labor day!  Below is a list of upcoming events for September 2012.  If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com. September 9-11, 2012: Alpha … Continue reading

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Investment Industry Events in San Francisco and Los Angeles (August 2012)

I am leaving for vacation in Vancouver tomorrow so decide to post the August event early.  If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com. … Continue reading

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Investment Industry Events in San Francisco (July 2012)

Here’s a list of upcoming investment industry event in San Francisco.  If you want to add your event to our listing (free!) or take your event off our listing, send me an email at amy@affinitycpa.com. July 12, 2012 8:30am: Impact … Continue reading

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