I-Circle: Relaunch and Finance Discussion, Thu 8/3, 230pm PT


Date and Time
Thursday, August 3, 2023
2:30pm— 4:00pm
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Location
Zoom
Contact
Jason Breemen

Join us for the exciting relaunch of I-Circle, Wharton SoCal's premium finance industry group, in an online discussion of investing and financial topics.  

Date: Thu Aug 3, 2023

Time: 2:30pm PT

Where: Zoom (Info to be provided in RSVP)

Expect a diverse range of topics, including:

  • Market Outlook
  • Opportunities and Investing Themes
  • Member Investment Perspectives


The Host:

Jason Breemen, WG'02, President

Jason Breemen WG02 currently serves as President, Wharton Club of Southern California.  As a former member of the Programming Committee for The Wharton Club of Southern California, Jason was responsible for finding and interviewing great speakers for many of our events as well as providing guidance on programming policies and procedures.  Jason is based out of Los Angeles, and is a Co-Founder of the The New Amsterdam Group B.V. The firm consults to GP’s who are looking for expertise to build and grow their firms. The team, based on prior extensive professional experience, can work with GP’s active in PE, RE & HF, and the team has experience in working with LP’s globally. With senior team members in Amsterdam, Hong Kong and Los Angeles, the firm can cover the needs of both investors and GP’s across North America, Europe and Asia.

Previously, he was a Managing Director at Everstone Capital. This position encompassed fundraising and IR, working with investors from around the globe; Jason joined the firm in March of 2008, and during his tenure as Head of Business Development, the firm successfully raised USD 1.9 Billion across four funds; two in PE and two in RE.

Prior to that, he was at UBS in New York in the Capital Introductions Team for six years, initially building up the family office practice, and then covering Asia; during his time there, the prime brokerage team grew the balances at UBS by 350%, taking the book from USD 40 Billion to USD 140 Billion between 2002 and 2008.

Before his time at UBS, he received his MBA from the Wharton School in 2002 (he was the inaugural recipient of the Paul Green Award for Knowledge Creation), and prior to that, he spent seven years working in Germany (Munich Re, AIG and FM Global), after graduating from Kenyon College, cum laude, in 1991.

As an active Wharton alum, Jason has served in a variety of positions, as Vice President of Business Development for the Wharton Club of NY (’05-’08), where he was also a co-founder of WHFN (the Wharton Hedge Fund Network) in ’05, and was a member of the Executive Committee of the Wharton Alumni Association of India (’08 – ’11). 

 

 

Legal Disclaimer:

The following is an important legal disclaimer for the broadcasted video meeting ("the Meeting") conducted by the Wharton Alumni Club of Southern California ("Wharton SoCal"). By participating in or accessing the Meeting, you acknowledge and agree to the terms and conditions stated below:

  1. General Information: The Meeting may provide views or general information and should not be construed as personalized investment advice. Any participant's views and opinions expressed during the Meeting are based on their own expertise and analysis. However, they do not represent the official views or recommendations of Wharton SoCal.
  2. No Financial Advice: The content presented in the Meeting is for informational purposes only and should not be considered as financial, legal, or tax advice. It is essential to consult with your own professional advisors regarding specific investment decisions, legal matters, or tax implications before taking any action.
  3. Investment Risks: Investing in securities and financial instruments involves inherent risks. The Meeting does not guarantee the accuracy, completeness, or timeliness of any information provided. Past performance is not indicative of future results, and there is no assurance that any investment strategies or recommendations discussed will be successful.
  4. Independent Research: It is strongly recommended that you conduct independent research and analysis before making any investment decisions. The Meeting is not a substitute for your own judgment and should not be relied upon as the sole basis for making investment choices.
  5. No Endorsement: Wharton SoCal does not endorse, promote, or recommend any specific investment products, services, or companies discussed during the Meeting. Any references made to particular securities or financial instruments are for illustrative purposes only and should not be interpreted as an endorsement or recommendation.
  6. Financial Disclosure: Participants may have positions in the securities or financial instruments mentioned during the Meeting. They may also have business relationships or affiliations with companies discussed. 
  7. No Liability: Wharton SoCal and participants shall not be held liable for any errors, omissions, inaccuracies, or losses arising from the use of or reliance on the information provided during the Meeting. You acknowledge that you use the content at your own risk and indemnify Wharton SoCal and any participants against any claims, damages, or losses arising from such use.
  8. Changes and Amendments: Wharton SoCal reserves the right to modify, amend, or update this legal disclaimer without prior notice. The most recent version will be provided upon request.

By accessing the Meeting, you agree to abide by the terms and conditions outlined in this legal disclaimer. If you do not agree with any part of this disclaimer, you should refrain from accessing or using the Meeting.


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General Admission - RSVP for I-Circle: Relaunch and Finance Discussion, Thu 8/3, 2pm PDT
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