Key Participants

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Katie Koch

Katie Koch

Ms. Koch is President and Chief Executive Officer of TCW and serves as a member of the Board of Directors. In this role, she is responsible for the strategic direction and overall day-to-day management of the Firm. Prior to joining TCW in 2023, Ms. Koch spent 20 years with Goldman Sachs in the Asset Management Division (AMD), where she was a Partner and most recently served as Chief Investment Officer of the $300 billion Public Equity business and as a member of the AMD executive committee. Previously, she was based in London for 10 years where she held several leadership roles including Head of the Multi-Asset Solutions business internationally.

Ms. Koch currently serves as a board member for Nasdaq Inc., the University of Notre Dame’s Board of Trustees, The Investment Fund for Foundations (TIFF), The Investment Company Institute (ICI), the Toigo Foundation and The Spence School. She also serves as a Co-Chair of the University of Notre Dame Wall Street Leadership Committee and the advisory board of the Notre Dame Institute for Global Investing (NDIGI). Ms. Koch was named a Young Global Leader with the World Economic Forum. 

Ms. Koch earned her Bachelor of Arts degree in Economics and Literature at the University of Notre Dame.

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Thank you, Committee Members!

We extend our sincere gratitude to the dedicated members of the 2025 M&A SoCal® Conference Committee. Your time, insight, and hard work have been instrumental in shaping this year’s event. Thank you for your commitment to excellence and for helping make M&A SoCal® a success.

Conference Committee:

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Jalal Taby
Jalal Taby
Comerica 
Committee Chair
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Andrew Apfelberg_Headshot.jpg
Andrew Apfelberg Greenberg Glusker
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Jason Brown
Jason Brown
Victory Park Capital Advisors
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Suzie Doran
Suzie Doran SingerLewak

 

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Chris Hebble
Chris Hebble
Houlihan Lokey

 

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Aaron Polack
Aaron Polack 
Lion Equity Partners  

 

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Gary Rabishaw
Gary Rabishaw
Intrepid

 

 

DealSource Committee:

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Aaron Polack
Aaron Polack
Lion Equity Partners
Committee Chair 
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mike
Mike Alberts
Cohere Capital
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Doug Brookman
Doug Brookman Mesirow
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Tony Hill
Tony Hill
Trivest
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Tuan Hoang
Tuan Hoang
Crowe
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Sara Gilson
Sara Gilson Freeman Spogli

 

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Steve Moon
Steve Moon
Kroll
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David Morris
David Morris
EC Mergers & Acquisitions
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stevennelson
Steven Nelson
Intrepid
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Jenna Schlageter
Jenna Schlageter
AEA Growth
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Jordan Stone
Jordan Stone
Platinum Equity

 

 

Sponsorship Committee:

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Zac Turke
Zac Turke
Sheppard Mullin
Committee Chair
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Kate Freeman
Kate Freeman
UBS
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Zubin Mistry
Zubin Mistry CohnReznick
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Farzad Mukhi
Farzad Mukhi
Kroll
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Chris Page
Chris Page
Hardesty
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Derek Schofield
Derek Schofield 
Comerica Bank
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Fabio Simi
Fabio Simi
Marsh
 

Content Committee:

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Suzie Doran
Suzie Doran SingerLewak
Committee Chair
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Christina Bui
Christina Bui
​​​Kranz
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Rachel Foltz
Rachel Foltz
Endeavour Capital
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Jalal Taby
Jalal Taby
Comerica

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M&A SoCal 2025

 

CLICK TO VIEW SPONSORSHIP OPPORTUNITIES

Event Details

When:

September 15 - 17, 2025

Where:
The Beverly Hilton, 9876 Wilshire Blvd., Beverly Hills, CA