Asian Professional Exchange (APEX)

### Context Profile for Asian Professional Exchange (APEX)

#### 1. Organization Mission & Cause
**Mission:** APEX is dedicated to fostering professional development and networking opportunities for Asian American professionals. The organization aims to empower its members through education, mentorship, and community engagement, promoting cultural diversity and inclusion in the workplace.

**Cause:** APEX focuses on enhancing the visibility and representation of Asian American professionals in various industries, advocating for their interests, and providing a platform for collaboration and support.

#### 2. Type of Activities
- **Events:** APEX organizes a variety of events, including networking mixers, professional development workshops, and cultural celebrations. The "Dine & Discover" series highlights local Asian restaurants, promoting culinary diversity while supporting small businesses.
- **Fundraising Campaigns:** Regular fundraising initiatives to support their programs and community outreach efforts.
- **Community Programs:** Mentorship programs, educational workshops, and community service projects aimed at empowering Asian American professionals.

#### 3. Tone of Voice
- **Friendly and Inviting:** The language used is warm and welcoming, encouraging participation and engagement.
- **Professional yet Casual:** While maintaining professionalism, the tone is approachable, making it easy for members to connect and feel included.
- **Inspiring and Motivational:** Content often emphasizes empowerment and community support, aiming to inspire members to take action and participate.

#### 4. Emoji Usage
- **Limited Emoji Use:** APEX does not frequently use emojis in their communications. When used, they tend to be simple and relevant to the context, such as food-related emojis during culinary events. The tone remains primarily text-based, focusing on clarity and professionalism.

#### 5. Key Facts
- **Founding Information:** APEX was established to address the unique challenges faced by Asian American professionals in the workplace.
- **Scale:** The organization has a total of 37 forms and has conducted 48 email campaigns, indicating active engagement with its community.
- **Impact Metrics:** Specific metrics on membership growth, event attendance, and community outreach effectiveness are not detailed on the website but can be inferred from the frequency of events and campaigns.
- **Volunteer Information:** Opportunities for volunteering and participation in events are highlighted, encouraging community involvement and support.

#### 6. Writing Guidelines
- **Clarity and Conciseness:** Communications should be straightforward, avoiding jargon while clearly conveying the message.
- **Engaging Headlines:** Use compelling and action-oriented headlines to draw attention to events and initiatives.
- **Personalization:** Incorporate personal touches, such as addressing recipients by their first names in emails, to foster a sense of community.
- **Call to Action:** Each piece of content should include a clear call to action, encouraging members to participate, register, or donate.

This context profile serves as a foundational guide for creating personalized and effective content for APEX, aligning with their mission, activities, and communication style.

LXCL:Enjoy the full program with free parking. Early bird sales ends on Wed, Nov 5, 2025 at 11:59 PM PST.

Early Bird

LXCL:Enjoy the full program with free parking.

General Admission

<span contenteditable="false" data-custom-variable="{{firstname}}" fr-original-class="fr-deletable styled-tag-chip" fr-original-style="" style="background-color: rgb(248, 248, 255); border: 1px solid rgb(191, 191, 255); border-radius: 4px; color: rgb(42, 42, 196); padding: 1px 8px; font-size: 11px; display: inline-block; margin: 0px; overflow-wrap: anywhere; user-select: none; box-sizing: inherit;">First name,Thank you so much for registering for our Live and Learn Series - &quot;Investment 101 Workshop&quot; with APEX.&nbsp; We&#39;re thrilled you chose to join us for this interactive session. It&#39;s supporters like you who help us continue to foster professional development and community growth within the Asian American community in the greater Los Angeles area. If you haven&#39;t already, please also sign up for the Investment Themed mixer right after the workshop:&nbsp;<a fr-original-style="" href="https://luma.com/8pkmsl6u" rel="noopener noreferrer noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">https://luma.com/8pkmsl6u</a> If you have any question or concern leading up to the event, please contact Jenen Tan at <a fr-original-style="" href="mailto:jenen.tan@apex.org" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">jenen.tan@apex.org</a> or 323-286-1229.&nbsp; Warm regards, The APEX Team

📅 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 arriveWant 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. <img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1761170515/wysiwyg/ef5an8bjyfmq0e54fbpo.png" style="width:600px;display:block;vertical-align:top;margin:5px auto;text-align:center;position:relative;cursor:pointer;padding:0px 1px;user-select:none;box-sizing:inherit;max-width:100%" /> 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.<img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1761539953/wysiwyg/zq8r9izhnqs0bbolnyfl.png" style="width:114px;display:block;vertical-align:top;margin:5px auto;text-align:center;position:relative;cursor:pointer;padding:0px 1px;user-select:none;box-sizing:inherit;max-width:100%" />

Asian Professional Exchange (APEX)

Investment 101 Workshop

1137 Wilshire Blvd

General Admission

$10

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