Investment Industry Events in San Francisco (June 2012)

Posted on June 19, 2012 by Amy Zhang, CPA

There is some delay in posting June events, merely because a few of them actually did not get announced until now.  Best way to keep yourself updated with local events is by connecting with me on LinkedIn or “like” our facebook business … Continue reading →

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

Posted on April 1, 2012 by Amy Zhang, CPA

Here’s a list of upcoming investment industry event in San Francisco and Los Angeles.  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. April 5, … Continue reading →

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Investment Industry Events in San Francisco (February and March 2012)

Posted on February 17, 2012 by Amy Zhang, CPA

Here’s the belated blog about upcoming hedge fund 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. February 23, 2012 … Continue reading →

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Investment Industry Events in San Francisco (December 2011)

Posted on December 3, 2011 by Amy Zhang, CPA

There’s a little delay in posting December events, but hey, I just got tanned from my trip to Puerto Rico!  How was your holiday weekend? December seems quiet here in San Francisco, only two events under my radar.  If you want to … Continue reading →

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Succession Planning – One More To-Do-Item before Retirement

Posted on November 18, 2011 by Amy Zhang, CPA

Earlier this week, I was at the Ernst & Young (EY) Global Hedge Fund Symposium.  EY audits approximately 40% and provides tax services to approximately 50% of the top 100 100 Global Billion Dollar Club hedge funds.  Given the size and maturity of its hedge fund … Continue reading →

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What Investors Should Have Asked?

Posted on November 2, 2011 by Amy Zhang, CPA

This afternoon I attended the second annual hedge fund symposium hosted by Deloitte.  If you are like me, a busy business person, you want to make sure your time is well spent, and well, it’s time well spent. The key … Continue reading →

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Investment Industry Events in San Francisco (November 2011)

Posted on October 25, 2011 by Amy Zhang, CPA

We have posted the upcoming events in the investment industry on our website under the resources tab. All events are held in San Francisco unless otherwise noted. Continue reading →

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Youtube Interview with a Fund Manager

Posted on September 29, 2011 by Amy Zhang, CPA

An interview with a fund manager: Marianne O is posted. See links to video and PDF copy of all slides by clicking “continue reading”. Continue reading →

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Investment Industry Events in San Francisco and Las Vegas (October 2011)

Posted on September 23, 2011 by Amy Zhang, CPA

We have posted the upcoming events in the investment industry on our website under the resources tab. All events are held in San Francisco unless otherwise noted. Continue reading →

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Art of Negotiation: What to Do When Your Investors Say No

Posted on September 5, 2011 by Amy Zhang, CPA

This article is written as supplementary information to the second video on hedge fund capital raising, but can also be read alone for anyone who’s frustrated by numerous “NO” from investors. Read full article by clicking “continue reading”. Continue reading →

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