David Lo

David Lo, HealthCare Appraisers



Manager

Mr. Lo is a Manager in HealthCare Appraisers’ Denver office where he assists in a wide variety of projects. Prior to joining HealthCare Appraisers, Mr. Lo gained experience in investment analysis and the healthcare industry through internships with Braeburn Wealth Management, Blue Care Network, Blackford Capital and Marcus & Millichap.

Mr. Lo earned a Bachelor of Business Administration degree in 2014 from the Seidman College of Business at Grand Valley State University, with a dual major in finance and economics. Mr. Lo also earned a minor in math through the College of Liberal Arts and Science at Grand Valley State University. Mr. Lo has been a CFA charterholder since August 2019.

Publications & Presentations

  • Presentation – Panelist – Financial Health Checkup: The Current State of the ASC Marketplace, CASCA 2019 Rocky Mountain ASC Conference & Trade Show, Denver, Colorado, June 28, 2019
  • PublicationBytes to Bucks: The Valuation of Data, (co-author with Luis Argueso and Nicholas Janiga, ASA) August 2019

Practice Areas

Mr. Lo is involved in all aspects of healthcare valuation analysis, including:

  • Business valuation of physician practices, ambulatory surgery centers, imaging centers, hospitals/hospital departments, and other healthcare entities
  • Litigation support
  • Physician employment and independent contractor arrangements
  • Medical director/thought leader compensation
  • Hospital-based specialty collections guarantees and subsidies
  • Compensated call coverage

Education

  • Seidman College of Business, Grand Valley State University | Grand Rapids, MI
  • Bachelor of Business Administration – Majors: Finance and Economics | Minor: Math

Prior Professional Affiliations

  • Intern | Braeburn Wealth Management
  • Intern | Blue Care Network
  • Intern | Blackford Capital, LLC
  • Intern | Marcus & Millichap

Credentials

  • Chartered Financial Analyst, CFA Institute