It’s All About Good Communications At Sunstone For June   

We welcomed summer in June with an emphasis on communication – investor communication, to be exact. We also celebrated some big milestones with our partners American Lending Center and Stella Zhang. 

Investor Engagement 

A basic principle for any service business is customer engagement. We decided this year to really ramp up our efforts in this area, and the team stepped up big time in June.  

Clark Hsu, our Investor Relations Associate, began an outreach campaign that includes a weekly memo from me. As a team, we have committed to providing quarterly updates to participants in all of our funds. This is in addition to a more robust annual report. 

I am very proud of the way the entire team has tackled this huge project, from Chief Investment Officer Mike Stone and Director of Investment Jasmine Jiang dealing with valuations, market status and more to associates Lo Chinsak and Cindy Lin handling the look of the individual reports. Work continues, with a goal of sending out both quarterly and annual reports this month. 

Superstar Stella 

Stella Zhang, a partner at Sunstone and the chief operating officer for American Lending Center, was the commencement speaker on June 17 for the masters degree graduates of the Paul Merage School of Business at the University of California, Irvine. 

Stella is an alumna of the FEMBA program, receiving her degree in 2005. She has become very involved in supporting the Beall Center for Innovation and Entrepreneurship at UCI, sponsoring the Stella Zhang New Venture Competition. I feel like she was speaking to and for us when she told the graduates: 

“Remember that true leadership is not about power or prestige, but about service and stewardship. It’s about using your knowledge and skills to make a positive impact on the world and leaving a legacy of integrity, compassion, and excellence.” 

Stella is a communicator. 

Superstar John 

John Shen, ALC CEO and founder of both ALC and Sunstone, represented at the Lair East Labs’ Immigrant Founder Breakfast, part of New York Tech Week. Sunstone and Lair East Labs have a working Memorandum of Agreement. 

John told his story as an immigrant from China becoming a successful parallel entrepreneur, operating several companies at once. His award-winning book, “Crossing The Swamp,” tells that story as well. 

John is a communicator. 

As July begins, we are looking forward to the 2024 Summer Olympics in Paris, and to becoming even better communicators. Thanks for sharing the journey. 

And as always, be a Sunstone. 

©Sunstone Management, Inc. 2024 

More About Sunstone Management 
Sunstone Management is a diversified private capital sponsor firm headquartered in Southern California. Identified by Financial Times as one of America’s Fastest Growing Companies three years in a row. In the latest Pitchbook rankings, Sunstone Management was #15 in the third quarter of 2023 nationally, and #18 in the fourth quarter.1 

Note: Investment advisory services offered through Sunstone Advisors, LLC, an SEC registered investment adviser. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed.   

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