Asian Professional Exchange (APEX)

Event posted on Meetup for information only. Please register at: https://www.zeffy.com/en-US/ticketing/investment-101-workshop

📅 Date: Saturday, November 8, 2025
⏰ Time: 4:00-5:00 PM
📍 Location: 1137 Wilshire Blvd, Los Angeles, CA 90017
🅿️ Parking: Designated parking lot available. Please text or call Jenen at 323-286-1229 when you arrive

Want your money to work smarter, not harder? Whether you’re just starting your investing journey or fine-tuning an existing portfolio, this interactive session from Asian Professional Exchange (APEX) Live and Learn series:

✅Maximize your savings potential: Understanding and choosing the right investment accounts (e.g. 401(k), Traditional IRA, Roth IRA, high-yield savings account, brokerage)
✅Avoid costly investment errors: Spotting common pitfalls that investors can commonly make, and how to avoid them
✅Build a well-structured long-term portfolio: Understanding various asset classes and building a portfolio that matches your long-term goals and risk tolerance
🚀 You’ll walk away with strategies you can use right away! Seats are limited. We'll also have a mixer at the Liberties DTLA bar next door right after the workshop so you can network and meet fellow-minded people! Register at: https://luma.com/8pkmsl6u
💡The workshop will be presented by the VP of Finance and a member of the Board of Directors for APEX, Harvey Li. Harvey is a Co-Founder and Partner at Congruence Capital, an investment firm based in Los Angeles that seeks to invest in public companies and work collaboratively with management teams to create long-term value.
Prior to Congruence, Harvey was a Vice President at Centerline Capital Management, a Platinum Equity affiliate, where he focused on investments in companies with potential for value creation through operational improvements. Previously, he worked in various roles at Oaktree and Evercore, focusing on companies in stressed and distressed situations. Harvey holds a Bachelor of Science in Economics with a concentration in Finance from The Wharton School of the University of Pennsylvania.

This event is co-hosted by XuGuang Society, a community platform that connects and empowers Chinese professionals in the U.S. through mutual support, event collaborations, and influence sharing.