Sam Mar

Sam Mar
Works at:
Cofolio
Location in:
Houston, United States of America

Sams connections

Currently

Works at:
Cofolio
Location in:
Houston, United States of America

Sam has worked/studied in

  • China
  • Denmark
  • Hong Kong
  • Spain
  • Switzerland
  • United States of America

Sam speaks

  • English
  • Mandarin
  • Danish

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Work

2010 – present

Founder & CEO

Cofolio , United States of America
  • Launched a collaborative funding platform enabling individuals to make micro investments into local, small businesses
  • Wrote business plan, created financial projections, assembled founding team and advisory board
  • Candidate company for Houston Technology Center IT Acceleration Program
  • Presented at Rice University Venture Forum, featured in Houston Chronicle
  • Voted top four at 3 Day Startup, pre-seed accelerator program at Austin Technology Incubator
2009 – 2010
(Oct – Oct)

Client Advisor

BFI Capital Group , Switzerland
  • Advised accredited investors on private placement life insurance, cross-border tax and estate planning, and portfolio management solutions
  • Managed key relationships with asset managers, IRA custodians, insurance carriers, private banks, lawyers, and tax professionals
  • Supported development and launch of allocated precious metals storage program (gold, silver, platinum, palladium)
  • Prepared and presented business development proposals to CEO for entry into Taiwan market (including tax compliance issues)
2007 – 2009

Relationship Manager

Finansbanken, Bank of Copenhagen , Denmark
  • Bank rotational program: client advisory, trade floor, credit department, foreign exchange, back-office, and investment management
  • Made portfolio recommendations using asset allocation models for existing and potential HNW clients
  • Contributing editor to “Monthly Focus” investment newsletter, “Market Pulse” technical analysis publications, and short term trading ideas
  • Launched two emerging market multi-currency structured products with a total asset size of USD 10MM for Asian market
  • Built financial model to monitor bank’s loan coverage ratio for EUR 23.2MM Equity Release Program in Spain
  • Designed CPPI based savings plan in conjunction with GAM Asset Management
  • Collaboration with Bank of China to launch Olympic Games investment vehicle, raised EUR 6MM
2006 – 2007
(Sep – Sep)

Consultant

IBM , United States of America
  • Trained in Informatica PowerCenter Extract Transform Load (ETL) tool for migrating legacy databases
  • Supported development of telecommunications “Store of the Future” prototype retail distribution center
  • Responsible for analysis and compliance for multinational SAP implementation

Work

2010 – present

Founder & CEO

Cofolio , United States of America
  • Launched a collaborative funding platform enabling individuals to make micro investments into local, small businesses
  • Wrote business plan, created financial projections, assembled founding team and advisory board
  • Candidate company for Houston Technology Center IT Acceleration Program
  • Presented at Rice University Venture Forum, featured in Houston Chronicle
  • Voted top four at 3 Day Startup, pre-seed accelerator program at Austin Technology Incubator
2009 – 2010
(Oct – Oct)

Client Advisor

BFI Capital Group , Switzerland
  • Advised accredited investors on private placement life insurance, cross-border tax and estate planning, and portfolio management solutions
  • Managed key relationships with asset managers, IRA custodians, insurance carriers, private banks, lawyers, and tax professionals
  • Supported development and launch of allocated precious metals storage program (gold, silver, platinum, palladium)
  • Prepared and presented business development proposals to CEO for entry into Taiwan market (including tax compliance issues)
2007 – 2009

Relationship Manager

Finansbanken, Bank of Copenhagen , Denmark
  • Bank rotational program: client advisory, trade floor, credit department, foreign exchange, back-office, and investment management
  • Made portfolio recommendations using asset allocation models for existing and potential HNW clients
  • Contributing editor to “Monthly Focus” investment newsletter, “Market Pulse” technical analysis publications, and short term trading ideas
  • Launched two emerging market multi-currency structured products with a total asset size of USD 10MM for Asian market
  • Built financial model to monitor bank’s loan coverage ratio for EUR 23.2MM Equity Release Program in Spain
  • Designed CPPI based savings plan in conjunction with GAM Asset Management
  • Collaboration with Bank of China to launch Olympic Games investment vehicle, raised EUR 6MM
2006 – 2007
(Sep – Sep)

Consultant

IBM , United States of America
  • Trained in Informatica PowerCenter Extract Transform Load (ETL) tool for migrating legacy databases
  • Supported development of telecommunications “Store of the Future” prototype retail distribution center
  • Responsible for analysis and compliance for multinational SAP implementation

Education

2009 – 2010

IE Business School

(MBA)
2002 – 2006

University of Texas at Austin: McCombs

Business Honors Program, Marketing (Bachelors)

Clubs

Not a member of any clubs

Achievements

  • Toastmasters: Competent Toastmaster (CTM) Certification
  • Built website with curated summaries of key articles from The Economist magazine: www.UnwrappedEconomist.com
  • Skills: Proficient in MS Office/ experience with Bloomberg and Reuters
  • Associations: TIE/ Asia Society/ Houston Technology Center

Additional Info

Website
www.linkedin.com/in/samjmar
Nationality:
  • American