Wharton SoCal – Investors Collective Meeting - Tue 2/25, 12pm PST


Date and Time
Tuesday, February 25, 2025
12:00pm— 1:00pm
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Location
Online
United States
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Contact
Chris Choi

The Wharton SoCal Investors Collective is a member-only group that connects investment professionals across Southern California, fostering a vibrant network for collaboration, learning, and sharing opportunities. This group is tailored for industry agnostic investors looking to exchange ideas, overcome challenges, and explore new prospects together.

Event Overview

Wharton SoCal is thrilled to host its inaugural Investors Collective meeting and is currently recruiting new members. If you are a professional in the investment community, whether in investment banking, private equity, venture capital, family offices, or any investment team within a fund or fund-of-fund, we invite you to join the group.

Objectives

  • Collaboration: Share strategies, challenges, and solutions to refine investment practices.
  • Opportunities: Discover, discuss, and introduce compelling investment deals and partnerships.
  • Insights: Exchange knowledge on sourcing, executing, and managing portfolios effectively.
  • Networking: Build strong connections with peers and experts in the investment ecosystem.

Key Meeting Features:

  1. Problem-Solving Discussions: Share and resolve challenges in areas like deal origination, due diligence, closing or portfolio management.
  2. Knowledge Exchange: Learn from member-led discussions or guest speakers on emerging trends and best practices.
  3. Sector Networking: Breakout sessions focus on specific industries of interest to facilitate targeted connections.


Why Join?

  • Gain actionable advice from experienced peers.
  • Expand your professional network in the investment sector.
  • Stay informed on industry trends and innovative practices.
  • Share and discover unique investment opportunities.

 

Event Details

When: Tuesday, February 25, 2025 12:00pm – 1:00pm

Where: Zoom invite will be sent to members

Cost: This is a member-only free event. You are welcome to join the club, become a member, and register for the event.

 

Hosts & Contact Info to learn more

Chris Choi

[email protected]

 

About the Hosts

Chris Choi is the CEO of Apex Advisors, a mid-market boutique investment advisory firm with offices in California and Seoul, Korea. Apex Advisors operates through three business units: investment banking, specializing in M&A and fundraising; interim CFO services, assisting companies with financial operations; and accounting/tax services, supporting individuals and businesses with tax filing and bookkeeping. Apex is also an exclusive financial advisor for the City of Seoul, for its incubator program ‘Core 100’.

Before leading Apex Advisors, Chris held multiple CFO roles at both public and private technology companies. Most recently, he served as Divisional CFO at Pure Storage, a hybrid data storage provider generating over $3B in revenue, CFO at Rescale, where he secured $105M in Series C funding from investors like NVIDIA and Samsung Catalyst, and CFO at Shopkick, where he drove 4x growth over three years and led its successful acquisition by Trax Retail, a Series G Unicorn headquartered in Singapore.

Chris began his career as an investment banker, executing over $50B in M&A and capital markets transactions at global IBs such as ING Barings, Lehman Brothers, Lazard, and Barclays.

 

Disclaimer

Wharton SoCal and the Wharton SoCal Investors Collective are not registered investment advisors and do not provide investment advice, recommendations, or endorsements. All information shared within the group or during its events, including networking activities, is for informational and educational purposes only.

The Wharton SoCal Investors Collective is a networking forum for professionals in the investment industry. Wharton SoCal disclaims any responsibility for the accuracy, completeness, or suitability of any information exchanged or shared within the group or at its events. Neither Wharton SoCal nor the Wharton SoCal Investors Collective endorses or validates the reliability or potential outcomes of any investment ideas, strategies, or opportunities discussed.

Participants are strongly encouraged to conduct their own due diligence and consult with a licensed investment advisor, attorney, or other qualified professionals before making any investment decisions. Wharton SoCal and its affiliates are not liable for any investment losses, decisions, or actions taken by participants based on group interactions or content.


Purchase Tickets

Or register manually

Regular Membership Bundle - Membership plus Member Ticket - Wharton SoCal – Investors Collective Meeting - Tue 2/25, 12pm PST
$85.00
This ticket is for non-paid alumni (6 years plus) who want to purchase a 1 year auto renew membership and attend the event for the member price
Recent Grad Membership Bundle - Membership plus Member Ticket - Wharton SoCal – Investors Collective Meeting - Tue 2/25, 12pm PST
$50.00
This ticket is for non-paid Recent Grads (0-5 years) who want to purchase a 1 year auto renew membership and attend the event for the member price
Member Ticket - Wharton SoCal – Investors Collective Meeting - Tue 2/25, 12pm PST
Free
This ticket is for paid members of WhartonSoCal ONLY
Map & Directions

Online

United States,
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