Sam Phoen

Overview

With over 25 years of experience, Sam Phoen has held senior positions in a bank, a hedge fund, and a sovereign wealth fund, specializing in investment management, consulting, and training in wealth management and capital markets. He is the author of two acclaimed books on high net worth investing and personality-driven portfolio strategies. Sam co-founded an investment and consulting firm, providing bespoke training on wealth management, financial market products, and soft skills. He has taught investment valuation and portfolio management to international Masters students for the University of Wales. Sam graduated from the National University of Singapore and is a Chartered Financial Analyst (CFA). He served as a board director for CFA Singapore for three years before his tenure at ANZ China. Sam is also active in promoting ESG investing, having introduced the topic into the Finance 101 curriculum at Singapore Management University and facilitated guest lectures on incorporating sustainability considerations into traditional market products. His diverse experience spans various sectors, including technology, finance, healthcare, real estate, consumer goods, energy, telecommunications, media, retail, education, transportation, logistics, agriculture, manufacturing, and hospitality, with a geographical focus on Singapore, China, the United States, the United Kingdom, Australia, Malaysia, and Vietnam. Sam's investment firm operates across multiple asset classes, including private equity, venture capital, real estate, commodities, crypto, fixed income, hedge funds, and infrastructure, with a focus on various investment stages from seed to distressed opportunities. His firm typically invests between $1 million and $50 million, targeting companies in the seed to late stages, including pre-IPO, buyout, turnaround, and distressed situations. Sam's extensive background and active involvement in the investment community underscore his commitment to fostering growth and innovation across multiple industries and regions.

Investment Focus

• Strong management team
• Scalable business model
• Clear exit strategy
• Alignment with firm's investment philosophy
• Potential for significant return on investment

Portfolio Companies