Lunch & Learn Speaker Series: The State of Early Stage Investing, 6/24
Wharton alumni Ellen Chang (Director of the Naval Portfolio of BMNT INC; Co-founder / Managing Partner, Syndicate 708), and Grant Van Cleve (Managing Partner, Hangar 75 Ventures; Executive Chairman, Buy It Installed, Inc.) lend their industry expertise to discuss the current state of early-stage investing.
In this talk, Ellen and Grant will offer insight on how some investors are approaching opportunities and the impact of COVID-19. Additionally, attendees will learn about the different styles of early stage investing and how to get involved.
Event Details
Date: 06/24/2020
Start time: 12:00 PST
End time: 13:00 PST
Venue: Webinar - details to be sent after registration
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During this session, The Wharton Club of Southern California will host an interactive, Q&A style interview with Dan Koblin, Founder and Managing Partner at Continuum Consulting Group. Dan will discuss the path he took as he left a 15-year corporate career in the rear-view mirror to build his consulting practice. We will discuss his motivation behind his career change, the steps he took to take the risk, and the techniques that worked (and didn’t work) along the way. We will save time at the end to answer your questions, especially if you are considering making a similar career move.
Dan earned his Bachelor of Arts degree in Socioeconomics and his Master’s Degree in Labor and Industrial Relations from Michigan State University. After college, he ventured out to California where he spent 15 years in corporate human resources with recognized companies including PepsiCo, Taco Bell Corp, The Walt Disney Company, Gateway Computers, and Washington Mutual Bank. He left the corporate world in 2006 to start his boutique financial planning consulting firm, focused on holistic financial plans that help clients navigate through the continuum of change as they pursue clarity and financial well-being. When he is not working, spending time with his family, or playing ice hockey, he spends his time serving the community through the various board of directors’ roles he serves on.
