Phoenix American
Paula (Yang) Cheng is a Software Project Lead at Phoenix American Financial Services, focusing on supporting technology projects from initiation to implementation since January 2022. Previously, as a Senior Portfolio Analyst at Harmonic Fund Services, Paula orchestrated expert data analytics for a private equity loan organization and collaborated on the development of two innovative loan operating systems. At TD Securities, Paula served as an Analyst, coordinating client relationships for high-value commercial clients and applying advanced lending activity expertise. Earlier, Paula held consecutive positions at TD, starting as a Lending Advisor and advancing to Manager, where strategic business objectives and the development of a new lending product prototype were achieved. Paula holds a Master’s Degree in Biomedical/Mechanical Engineering from Western University and a Bachelor of Textile Engineering from Donghua University.
Phoenix American
Since 1972, Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services - all specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor, advanced technology platforms and operation procedures were developed and perfected that now make Phoenix American a premier back office service provider for alternative funds. Today, Phoenix American has offices in California, New Hampshire, Great Britain, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II audited back office outsourcing services performed by experienced operations staff trained in accord with Securities Transfer Association (STA) guidelines. Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, phone team support, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category. Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.