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BCIC - 寧波人才創業行 9/21

“2018中国·宁波人才科技周海外留学人才创业行活动”定于9月21日至23日在宁波国际会展中心和指定宾馆(逸东豪生大酒店)、园区举行,我们将邀请120名海外留学人才携项目来甬考察洽谈,组织600家企事业单位赴会对接,请有意向的海外留学人才携带有关技术项目参会洽谈对接。活动旨在搭建海外留学人才高新技术成果与国内企业人才、技术项目资本对接平台,着力增强实效,为推进宁波高质量发展提供有力的人才保障。

活动主要内容有:海外留学人才创业创新政策环境推介会、海外人才工作站推介对接交流会、留学人才“3315计划”成果展、海外留学人才技术项目展示对接洽谈会、海外留学人才分团实地考察对接洽谈。

邀请留学人才条件:一是取得学士学位,在国外企业、大学和研究机构担任专业工作三年以上的留学人才;二是取得硕士学位,所学专业和项目符合我市“3511”产业投资导向目录和智能制造评判标准要求的留学人才;三是取得博士学位的留学人才;四是在产业、专业领域具有一定影响力的海外华人专才或海外留学人才创新创业团队;要求参会人员报名时必须提供拥有自主知识产权的创新创业项目,以便与我市企业园区高校院所对接洽谈。对近三年来已参加过宁波创业行有关活动且没有新的科技合作项目者, 恕不纳入本次邀请范围。

参会人员报到时必须提供8月6日(含)之后的国际机票、登机牌原件等入境记录和护照原件,以便办理住宿、领取交通补助。各园区、单位邀请来自海外参会的留学人才,须在2018年8月6日(含)后入境,按来自国家地区补贴标准分为:欧美6000元人民币/人、亚太(含港澳台)3000元人民币/人、国内省外2000元人民币/人, 省内市外1000元人民币/人。


报名截止日期:7月19日

报名者请将姓名,联系电话,学校专业和项目名称(如有)发至宁波波士顿工作站
微信:giant-man




Boston Chinese Investment Club


波士顿华人投资协会(Boston Chinese Investment Club, or BCIC)是由波士顿华人金融投资人士(The Chinese Finance Association Boston Chapter)发起的面向金融业界以及对投资有兴趣的人士的平台。协会总旨是促进波士顿以及其他地区的华人金融业界的社会交流和专业投资讨论。BCIC经常性地组织各种研究和交流活动,为广大会员提供职业和社交服务,并积极为中国金融和投资的发展提供人才和建议。想加入BCIC的mailing list获取最新活动资讯和求职信息,请联系我们或者发送邮件至
boston.chinese.investment.club@gmail.com. 协会也提供以嫁接中美资本和项目为目的路演和圆桌会议,集中在生物医疗,人工智能,金融科技,区块链,及量化投资等方向。 如果您有意参与协会未来的路演活动,欢迎提前联系我们。项目方请将商业计划发送至:roadshow@bcicglobal.org。投资方或赞助方欢迎致函:info@bcicglobal.org   
For future BCIC events, please visit us on the website at www.bcicglobal.org, or scan our Wechat QR Code at the bottom


BCIC Platinum Sponsor
E Fund Management Co., LTD. (http://www.efunds.com.cn/)

BCIC Gold Sponsors
Eastern Link Capital: (http://www.easternlinkcapital.com/)
Insigma Hengtian Software: (http://www.hengtiansoft.com/)
Mass Ave Capital
Yintech Investment Holdings (http://www.yintech.net)

Shanghai Zhangjiang Boston Enterprise Parkhttps://www.zjbostonpark.com/ 
波士顿华人投资协会(BCIC)

2018夏季团队招新(Unpaid)

关于BCIC:(http://bcicglobal.org
波士顿华人投资协会(BCIC)为注册在波士顿的非营利性组织,至今已有15年历史。协会旨在促进华人金融与投资交流,搭建中美资本和项目对接平台。目前协会会员逾3000人,遍布世界各地和各行业,集中在金融机构和高科技行业等。

协会曾成功举办过多次大型活动,包括由中国发改委牵头的“2017海外大众创业万种创新”活动,历届活动嘉宾包括美国前财政部长Larry Summers, 美国证监会前副主席Michael S. Piwowar, 前证监会国际部主任,中投公司副总经理祁斌,以及前IDG合伙人李丰等。

另外,协会曾接待过国内很多知名机构,如证监会,中投,中金,中信,红杉资本,IDG,易方达,华夏基金,及国泰君安等。协会备受中美投资机构及行业专家关注,和多方机构建立了合作关系。

团队成员Benefits
  • 接触协会核心资源
  • 内部优先投资机会
  • 积累投资相关经验
  • 内部推送就业机会

- 下面High Tech 包含但不限于人工智能,新材料,微电子专业等
-  Please submit your resume to info@bcicglobal.org via email with title indicating what type of positions are you pursuing


招聘岗位1: Manager/Director

岗位描述
  • 联合Lead金融/区块链/High Tech/生物医疗/Marketing团队
  • 统筹相关团队日常活动:路演/讲座/Meetup/其他
  • 参与BCIC委员会对协会发展进行决策

岗位要求
  • Part-time, 5-10 hours/week commitment
  • Take Initiative
  • 金融/区块链/High Tech/生物医疗/Marketing相关背景优先
  • 能快速与BCIC团队融合
  • 有Leadership经验优先
  • 有Consulting经验优先
  • 协调和沟通能力强

招聘岗位2: Scientific Consultant

岗位描述
  • 金融/区块链/High Tech/生物医疗等行业研究
  • 对特定行业特定项目进行分析
  • 对接BCIC项目库

岗位要求
  • Part-time, 5 hours/week
  • Long term involvement
  • 对融/区块链/High Tech/生物医疗/Marketing行业投资有独到见解
  • 能快速与BCIC团队融合
  • PHD 优先

招聘岗位3: Investment Analyst

岗位描述
  • 对金融/区块链/High Tech/生物医疗行业内投资项目进行投资分析
  • 对接BCIC资本方库

岗位要求
  • Part-time, 5 hours/week
  • Long term involvement
  • 金融/区块链/High Tech/生物医疗/Marketing相关背景
  • 能快速与BCIC团队融合
  • 有VC/PE经验/MBA学位优先
  • 有Deal Sourcing经验优先

招聘岗位4:Summer Intern

岗位描述
  • 与政府机构/教育机构/金融机构其他合作机构沟通
  • 北美孵化器与创新平台调研
  • 负责其他BCIC独立项目

岗位要求
  • Part-time, 8 hours/week
  • From June to August
  • 能快速与BCIC团队融合
  • Master Degree优先
  • Marketing Major优先

 Boston Chinese Investment Club will host a Quantitative Investment Seminar from 7:00PM to 8:30PM on Friday evening, May 11 2018 in great Boston. The topic will focus on The Value Chain of the Quantitative Investment. 


With record years of inflows, assets in factor and quant-based strategies have increased at a compound annual growth rate of 17% over the past six years, with an estimated $1.5 trillion just in retail funds and hedge funds alone (Morgan Stanley). Quantitative investing leverages complex mathematics tools to make rational investment decision, which contends human emotions, biases and limitations that handicap performance. With thousands of entities in this prosperous industry, there are a variety of roles in the value chain, including data providers, analytics packages, trading systems and fund managers. How do they support or compete with each other? How can they add value to the eco-system and promote the industry development?

It is our great honor to invite Ronald Hua, a distinguished fund manager and industry expert, to express his insightful view of quantitative investment, and his personal experience within the industry.

Ronald Hua is a Co-Founder of Qtron Investments.
Ronald has twenty years of investment management experience. Prior to Qtron Investments, Ronald was a partner at Goldman Sachs Asset Management (GSAM) and served as a Chief Investment Officer in the Quantitative Investment Strategies Group (QIS) from 2011 to 2016. While at GSAM, he oversaw active quantitative equity strategies and GSAM Insights Funds totaling $25B.
Before GSAM, Ronald was the Chief Investment Officer of Equities at PanAgora Asset Management and oversaw Dynamic Equity products. Prior to PanAgora, Mr. Hua was a portfolio manager at Putnam Investments for five years managing international and US small-cap funds. Before that, he was a quantitative research analyst at Fidelity Management and Research Company (FMR).
Mr. Hua holds an MBA and an M.S. in Computer Science from New York University. He is a CFA charter holder. Ronald is on the editorial board of the Journal of Portfolio Management. He wrote many academic papers and coauthored the graduate-level book “Quantitative Equity Portfolio Management: Modern Techniques and Applications.”

The event will be held in MIT Sloan, building E62-276 (100 Main St, Cambridge, MA 02142)

Please register by the following link:

2018春季中美创投峰会




美国,波士顿
2018.05.05@MIT Stata Center

会议日程   主讲介绍 

路演项目   注册链接

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活动介绍
-
2018年度春季中美创投峰会将于05.05本周六于MIT隆重召开,主题聚焦当下科技创新热点,涵盖人工智能,生物医疗,金融科技,区块链等多个领域。各领域重磅嘉宾云集与您分享行业最新热点,风投大咖为您解析专业投资人视角,优质项目为您带来精彩绝伦的最新科技。

-
注册链接
-

-
峰会议程
-
日期:2018年5月5日
地点:MIT Stata Center, 32 Vassar St, Cambridge, MA 02139
9:00am -9:10am 注册签到
9:10am – 10:50pm:  
Track A:数字货币及区块链投资主旨演讲及专家讨论
Track B:人工智能系列主旨演讲
11:20am - 12:30pm 
Track A:区块链项目路演
Track B:人工智能项目路演
1:30pm – 3:00pm:
Track A: 金融科技区块链主旨演讲及嘉宾讲座
Track B: 人工智能专家讨论及嘉宾讲座,生物科技资方视角专家讨论
3:30pm - 5:00pm:
Track A: 金融科技区块链项目路演
Track B: 生物医疗项目路演
6:00pm – 9:00pm: VIP晚餐(与资方和大咖嘉宾深入互动)
VIP晚宴部分确认名单 (持续更新)
Jerry Wang, CEO, Haitou Capital
Orlando Mendoza, GP, Arsenal Venture Partners
Pei Qi, Managing Partner, Brain Robotics Capital
Wan Li Zhu, Founder, MIT Alumni Ventures; Partner, Fairhaven Ventures
Jason Rottenberg, GP, Arsenal Venture Partners
Mitchell Dong, CEO, Pythagoras Investment Management
John Slyusarev, CMO, ICO Rating
Navroop Sahdev, MIT Fellow
Andrew Zhang, IBM Watson & Cloud Evangelist
Paul Xie, Co-founder, Lightelligence
-  峰会详情  -

2018 Spring US-China Venture Summit
Boston, MA
2018.05.05 @MIT Stata Center
Organizers
Wuhan, Ningbo, Jiaxing Local Government Sponsored Science and Technology Innovation Parks
Boston Chinese Investment Club (BCIC)
MIT CDI (China Development Initiative)
DME
Partners
Hundreds of Venture Capital Funds from US and China
【Introduction】
The 2018 Spring US-China Venture Summit will be held in Boston by the Boston Chinese Investment Club (BCIC), MIT CDI (China Development Initiative), and DME on May 5th, 2018. The event is co-sponsored by multiple science and technology innovation parks in China to attract oversea start-up projects, help them to be exposed to Chinese capital, open up the Chinese market, or move to China for future development. This Summit will focus on recent hotspots in technological innovation areas, including artificial intelligence, biomedicine, fintech, blockchain, and new materials.  We are welcoming entrepreneurial projects that would like to seek Chinese capital or plan to grow in China.
This Summit will invite over hundreds of well-known Chinese and US investment-related institutions and venture capital funds to participate in the project-connection. Outstanding projects will be selected and have the opportunity for public road show during the summit or in-depth private talks with investment institutions, depending on your preference. Other excellent projects that are not selected due to the quota will also be recommended to investors through various online and offline roadshows held by BCIC.
To help projects and talents in U.S. return to China for development, the summit will also invite senior guests in the field of investment and entrepreneurship to discuss with participants the current progress of connection between Chinese capital and US innovation projects, and the latest development of various high-tech industries. We sincerely invite elite representatives from various industries to share with audience their industries’ technological development trends and opportunities for innovation and entrepreneurship.
【Agenda】
Date: 2018.05.05
Address:MIT Stata Center, 32 Vassar St, Cambridge, MA 02139
9:00am -9:10am Registration
9:10am – 12:30pm:  AI & Blockchain Session : keynote speeches, startups demo
1:30pm – 5:00pm: Blockchain, Fintech and Biotech session: keynote speeches, startups demo
6:00pm – 9:00pm: VIP dinner (Invitation Only)
Please refer to the forum brochure for final schedule
【Registration】
This event is invitation only. Please fill out your first/last name, email, role, affiliation and title, and other information that will help us review and send the confirmation.
If you are not able to access the above link, please send an email with your information to info@bcicglobal.org, to receive an invitation.
【Startups Invitation】
If your company is interested in seeking Chinese capital, exploring the Chinese market or returning to China for development, please contact us and send your project profile and your company’s business plan to roadshow@bcicglobal.org.
If you cannot participate in this summit, you can also contact us. Boston Chinese Investment Club (BCIC) venture capital platform is collecting projects continuously. There is no upper limit for scale of financing and no restriction for financing stage. Online and offline road shows of capital connection are held regularly by BCIC. Since the launch of the investment project connecting service in 2017, BCIC has successfully assisted multiple teams in financing or expanding their business. It has also received favorable comments from all parties and proposals of cooperation from many institutions. At the same time, many investment research sub-groups of the association also thrived, with multiple targeted offline and online road shows with Chinese and U.S. investors every month to assist in connecting of capital and projects promptly and effectively through various channels.
If you would like to sponsor BCIC or the conference, please contact us at info@bcicglobal.org.
【VC Partners】
【Organizers】
Donghu New Technology Development Zone, Wuhan, China
Donghu New Technology Development Zone, also referred to as Optics Valley or Guanggu, is a New Technology Development Zone in Wuhan, China. It was established in 1988. In 1991 it was approved as one of the National New Technology Development Zones of China. In 2011 it was designated as a New Technology Development Zone for Optical technology, and since then self-labeled as the "Optics Valley" of China.
Ningbo, China
Ningbo is located in the middle of the coastline of the mainland of China and the south wing of the Yangtze River Delta. It is also the leading district in the Yangtze River Economic Belt and a strategic fulcrum city in “the Belt and Road” (“B&R”). Ningbo’s economic strength is strong. In 2017, it achieved a regional GDP of 984.69 billion yuan ($141 billion), ranking the 15th in the country. The annual port cargo throughput ranks first in the world's ports for nine consecutive years and the container throughput ranks third in the world’s ports. Millions of “Ningbo Gang” are well-known throughout the world. 116 Ningbo academicians of Chinese Academy of Sciences and Engineering rank first in the country and Ningbo-based scientist YouYou Tu has become the first local scientist to win the Nobel Prize in Science. Ningbo has successively been approved as a national pilot demonstration zone for national independent innovation, the nation’s first “China Made 2025” Pilot Demonstration City, the National Insurance Innovation Pilot Zone, and the National Cross-border E-Commerce Pilot Zone. It has been entitled as “China's most blissful city”. In recent years, Ningbo has issued “Talent New Policy 25”, “3315 Plan”, “Financing Talents Plan”, “Extensive 3315 Plan”, “Talents Settlement New Policy” and other packages of talents policies. The amount of funding for excellent experts can reach up to 100 million yuan ($14m) while providing unlimited funding for outstanding talents and projects. Invites the world to choose Ningbo and choose the future.
 Nanhu Fund Town, Jiaxing, China
 Nanhu District of Jiaxing is the first group of provincial-level financial innovation demonstration zones in Zhejiang Province and is also home to the first group of characteristic towns in Zhejiang Province—the Nanhu Funding Town. It has unique geographical advantages and a good economic foundation and financial ecology. The town responded to the call of the Central Government, insisted on serving the real economy, and focused on aggregating private equity fund industry. It first proposed to build a fund town serving real economy in China and cooperated with the two supporting of “financial service support + comprehensive service support”. With a view to building a leading national leader in the delta region, the financial innovation demonstration zone brings together new financial elements to serve the real economy.
Boston Chinese Investment Club
Boston Chinese Investment Club, formerly The Chinese Finance Association Boston Chapter, with over 20 years history, serves as a Boston centered platform for exchanging ideas, knowledge and information for 3000+ active members in US and China. BCIC aims to build an ecosystem that connects venture capitalists, corporate VCs, angel investors, technology transfer professionals, senior executives of early stage and emerging growth companies, university researchers, incubators and premier service providers across borders.
We hosted a number of seminars, roadshows, and lectures in the past, covering various hot topics in Finance, Technology and Healthcare. Our previous keynote speakers included Mr.Larry Summers (former US finance Minister), Mr. Michael S. Piwowar (former US SEC Commissioner), Mr. Qi Bin (deputy general manager of China Investment Corporation), Mr. Li Feng (former IDG Partner), to name but a few. Since 2017, we have held multiple roadshows, seminars and discussions around blockchain, fintech, AI, biotech development and investment, and significantly promoted the connection between entrepreneurs and investors in US and China. We work closely with both Chinese and U.S. VC firms including E-fund, Sequoia Capital, F-Prime Capital, Eastern Link Capital, Frees Fund etc. We have also established strategic cooperation with multiple US and China incubators.
MIT CDI (China Development Initiative)
MIT CDI's aim is to provide sustainable programs related to China's development for MIT students, bring the concepts of leadership, citizenship, and international consciousness to Chinese students. Our Initiatives include Summer service leadership programs, On-campus awareness events and Speaker events from professors.
DME Health
DME Health is an investment platform created for cross-border investors in healthcare sectors and seeks to develop effective and efficient tools for partnership, financing, healthcare M&A, and technology licensing. It uses four tools to improve investment experience with higher efficiency and better outcome: partnering and financing events, media and communication vehicles, consulting, and an artificial intelligence backend – DME Intelligence. DME Health helps cross-border business with special strategy and skills to break down complicated healthcare industries, integrate high profile companies, finance clusters, hospitals and government resources.
【Sponsors】
BCIC Platinum Sponsor
E Fund Management Co., LTD. (http://www.efunds.com.cn/)
BCIC Gold Sponsors
Eastern Link Capital: (http://www.easternlinkcapital.com/)
Insigma Hengtian Software: (http://www.hengtiansoft.com/)
Mass Ave Capital
Yintech Investment Holdings (http://www.yintech.net)
Event Sponsor
Mansfield Bio-Incubator
【Strategic Partners】
【Collaborators and Media】
We are thankful to the collaborators of this event (including incubators, investors, and media) . If you are interested in collaborating with BCIC on event promotion and deal sourcing, please contact info@bcicglobal.org.

BCIC Finance Gathering 5/11量化投资价值链 (The Value Chain of the Quantitative Investment)
近年来,量化基金取得了蓬勃的发展,总管理规模在过去6年迅速增长到1.5万亿美元,复合年化增长率高达17%。量化投资通过复杂的数据模型来理性分析市场并挖掘投资机会,从而规避由感性偏差所导致的负面影响。在该行业中,数据提供商,算法研究者及交易系统开发者等千千万万家机构相互合作,相互竞争逐渐形成稳定的生态系统。那他们彼此之间如何通过各自的角色来贡献价值?未来的发展趋势又将如何?
BCIC (Boston Chinese Investment Club) 有幸请到了在量化投资业界享有盛誉的资深基金经理Roland Hua与大家来一起分享他对量化投资的独到见解,亲身经历及对未来的展望。

Boston Chinese Investment Club will host a Quantitative Investment Seminar from 7:00PM to 8:30PM on Friday evening, May 11 2018 in great Boston. The topic will focus on The Value Chain of the Quantitative Investment.
With record years of inflows, assets in factor and quant-based strategies have increased at a compound annual growth rate of 17% over the past six years, with an estimated $1.5 trillion just in retail funds and hedge funds alone (Morgan Stanley). Quantitative investing leverages complex mathematics tools to make rational investment decision, which contends human emotions, biases and limitations that handicap performance. With thousands of entities in this prosperous industry, there are a variety of roles in the value chain, including data providers, analytics packages, trading systems and fund managers. How do they support or compete with each other? How can they add value to the eco-system and promote the industry development?
It is our great honor to invite Ronald Hua, a distinguished fund manager and industry expert, to express his insightful view of quantitative investment, and his personal experience within the industry.
Ronald Hua is a Co-Founder of Qtron Investments.
Ronald has twenty years of investment management experience. Prior to Qtron Investments, Ronald was a partner at Goldman Sachs Asset Management (GSAM) and served as a Chief Investment Officer in the Quantitative Investment Strategies Group (QIS) from 2011 to 2016. While at GSAM, he oversaw active quantitative equity strategies and GSAM Insights Funds totaling $25B.
Before GSAM, Ronald was the Chief Investment Officer of Equities at PanAgora Asset Management and oversaw Dynamic Equity products. Prior to PanAgora, Mr. Hua was a portfolio manager at Putnam Investments for five years managing international and US small-cap funds. Before that, he was a quantitative research analyst at Fidelity Management and Research Company (FMR).
Mr. Hua holds an MBA and an M.S. in Computer Science from New York University. He is a CFA charter holder. Ronald is on the editorial board of the Journal of Portfolio Management. He wrote many academic papers and coauthored the graduate-level book “Quantitative Equity Portfolio Management: Modern Techniques and Applications.”

The event will be held in MIT Sloan, building E62-276 (100 Main St, Cambridge, MA 02142)

Please register by the following link:

--
Organizer

波士顿华人投资俱乐部(Boston Chinese Investment Club, or BCIC)是由波士顿华人金融投资人士(The Chinese Finance Association Boston Chapter)发起的面向金融业界以及对投资有兴趣的人士的平台。协会总旨是促进波士顿以及其他地区的华人金融业界的社会交流和专业投资讨论。BCIC经常性地组织各种研究和交流活动,为广大会员提供职业和社交服务,并积极为中国金融业的发展提供人才和建议。想加入BCIC的mailing list获取最新活动资讯和求职信息,请联系我们或者发送邮件至boston.chinese.investment.club@gmail.com协会也提供以嫁接中美资本和项目为目的路演和圆桌会议,集中在生物医疗,人工智能,金融科技,区块链,及量化投资等方向。 如果您有意参与协会未来的路演活动,欢迎提前联系我们。项目方请将商业计划发送至:roadshow@bcicglobal.org。投资方或赞助方欢迎致函:info@bcicglobal.org
Boston Chinese Investment Club (BCIC) is a non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance and related areas between US and China. Main activities include monthly seminars/gatherings and providing services to members, e.g financial training. If you want to join the mailing list for future activities, please click here or send email to boston.chinese.investment.club@gmail.com. If you are interested in participating future road shows, please contact us in advance: start ups please send business plans to roadshow@bcicglobal.org; investors or sponsors, please contactinfo@bcicglobal.org

提起量化投资(Quantitative Investment),大家首先想到的是传说中的神级对冲基金,其中包括大名鼎鼎的Renaissance Technologies, D.E. Shaw, Two Sigma, Jane Street等等。包括现任世界首富,创造Amazon的Jeff Bezos,早年也是在D.E.Shaw就职。这些量化对冲基金利用大量的原始数据,通过机器学习,大数据挖掘以及人工智能来来构造复杂的数据模型,用于判断和预测风云变幻的金融市场,以此来赚取高额利润。截止到2017年,量化交易管理规模超过1万亿的资产,占到美股交易的30%。近些年来,随着国内金融市场的迅速发展,大量的量化投资策略也如雨后春笋般的涌现,很多在美国二级市场拥有大量量化投资经验的精英都选择回国创业,组建自己的投资团队。

BCIC(Boston Chinese Investment Club)有幸请来了在中美两国都拥有丰富量化投资经验的业界老兵夏笑峰与大家来一起探讨的量化投资在国内A股的发展以及与海外发达市场的对比。


讲座时间: 04/20  7PM to 8:30PM

讲座地点MIT Sloan Management School E62 276

100 Main St, Cambridge, MA 02142 



注册链接  


演讲嘉宾: 夏笑峰,CFA  弘尚资产 合伙人,量化投资总监

作为弘尚资产的量化投资总监,夏笑峰负责所有有关量化投资的事务,包括管理量化团队,研究量化策略,管理量化基金,和发展维护客户关系。

在2017年加入弘尚资产之前,夏笑峰自2007年起在威灵顿资产管理量化投资部门工作,在那里他研究量化策略和管理量化基金。他曾于2006年作为暑期实习生加入该组。

他于2003至2004年在迅雷科技兼职工作,是三个创始成员之一。他于2002至2004年在甲骨文中国(深圳)研发中心担任软件工程师。

夏笑峰于2006年底从卡耐基梅隆商学院获得计算金融硕士学位。他还于2005年从艾莫雷大学获得计算数学硕士,于2002年从北京大学获得应用数学硕士,于1999年从武汉大学获得数学学士

他持有特许金融分析师,是波士顿金融协会会员。

他热爱跑步,游泳和骑自行车。他完成了多次马拉松和铁人三项赛事

Xiaofeng Xia, CFA
Partner and Head of Quantitative Investments at HSAM

 As the head of quantitative investments at Hong-Shang Asset Management (HSAM), Xiaofeng is responsible for all quantitative investments related matters, including overseeing the quant group, researching investment strategies, managing portfolios, and developing client relationships.

Prior to joining HSAM in 2017, Xiaofeng had worked with the Quantitative Investment Group at Wellington Management since 2007, where he researched investment strategies and managed portfolios. Prior to that, Xiaofeng worked with the Quantitative Investment Group as an intern during the summer of 2006.

He was one of three founding members of an Internet services company in China called Xunlei Network Technology Co. (2003 – 2004), and he was also a software engineer at Oracle (2002 – 2004).

Frank earned his MS in computational finance from Carnegie Mellon University (2006). He also holds an MS in mathematics from Emory University (2005), an MS in applied mathematics for Peking University (2002), and a BS in mathematics from Wuhan University (1999).

Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society. He loves running, swimming and cycling. He have completed several marathon and triathlon races.

--
Organizer

波士顿华人投资俱乐部(Boston Chinese Investment Club, or BCIC)是由波士顿华人金融投资人士(The Chinese Finance Association Boston Chapter)发起的面向金融业界以及对投资有兴趣的人士的平台。协会总旨是促进波士顿以及其他地区的华人金融业界的社会交流和专业投资讨论。BCIC经常性地组织各种研究和交流活动,为广大会员提供职业和社交服务,并积极为中国金融业的发展提供人才和建议。想加入BCIC的mailing list获取最新活动资讯和求职信息,请联系我们或者发送邮件至boston.chinese.investment.club@gmail.com. 协会也提供以嫁接中美资本和项目为目的路演和圆桌会议,集中在生物医疗,人工智能,金融科技,区块链,及量化投资等方向。 如果您有意参与协会未来的路演活动,欢迎提前联系我们。项目方请将商业计划发送至:roadshow@bcicglobal.org。投资方或赞助方欢迎致函:info@bcicglobal.org
Boston Chinese Investment Club (BCIC) is a non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance and related areas between US and China. Main activities include monthly seminars/gatherings and providing services to members, e.g financial training. If you want to join the mailing list for future activities, please click here or send email to boston.chinese.investment.club@gmail.com. If you are interested in participating future road shows, please contact us in advance: start ups please send business plans to roadshow@bcicglobal.org; investors or sponsors, please contactinfo@bcicglobal.org
2018 BCIC 中美创投峰会
-     项目征集邀请函

主办单位:     中国多个地方政府科技创新园区
                      波士顿华人投资协会(BCIC
联合:          中美各大风投基金

【活动介绍】
为帮助海外创业项目对接中国资本,开拓中国市场和回国落地发展,中国多个地方政府科技创新园区与波士顿华人投资协会(BCIC)将于20185月初在波士顿举办2018年度春季中美创业投资峰会,主题聚焦当下科技创新热点,涵盖人工智能,生物医疗,金融科技,区块链,新材料多个领域,现面向广大创业同仁征集有意寻求中国资本和回国落地的优秀创业项目。
本次峰会邀请中美各大金融投资相关知名机构和风投基金(过百家)参与项目对接。优秀项目将在征得同意后择优在峰会期间公开路演或者推荐与资方私下深入交流。受名额所限、未能入选的优秀项目也将通过协会定期举办的线上线下多种路演渠道陆续推荐给资方。
本次峰会也将邀请投资与创业领域资深嘉宾,和与会者共同探讨目前中国资本与美国创新项目对接进展,各高科技行业最新发展状况,引导在美项目及人才回国发展。我们热诚邀请各行业的精英代表,和大家分享行业科技发展趋势和创新创业的机会。

【项目报名】
如果您的公司有意寻求中国资本,开拓中国市场或回国落地发展,请2018424前联系我们,并将您的项目简介和公司商业计划书发至roadshow@bcicglobal.org
如果您不能参与本次峰会,也可联系我们,波士顿华人投资协会创投平台长期征集项目,融资规模不计上限,不限阶段,定期举办创业线上和线下的资本对接路演。BCIC2017年开展投资项目对接服务以来,已成功帮助多个团队融资或拓展业务,也收到各方好评和众多机构合作意向。与此同时,协会旗下的各个投资研究分团队也蓬勃发展,每月都有多次与中美投资方的定向线下和线上路演,多种渠道协助资本和项目及时有效对接。
有赞助意向机构请与我们联系info@bcicglobal.org
【主办机构】
武汉东湖新技术产业开发区
武汉东湖新技术开发区(以下简称:光谷、东湖高新区)于1988年创建成立,1991年被国务院批准为首批国家级高新区,2001年被原国家计委、科技部批准为国家光电子产业基地,即武汉·中国光谷2007年被国家发改委批准为国家生物产业基地,2009年被国务院批准为全国第二个国家自主创新示范区,2011年被中组部、国务院国资委确定为全国四家中央企业集中建设人才基地之一。2016年获批国家首批双创示范基地,并获批为中国(湖北)自由贸易试验区武汉片区。
宁波
宁波位于中国大陆海岸线中段、长三角南翼,户籍人口591万,常住人口788万。宁波经济实力强劲,2017年实现地区生产总值9846.9亿元,全年港口货物吞吐量达到10.09亿吨,居世界港口第1位,集装箱吞吐量达到2460万标箱,居世界港口第3位,现在更有116位宁波籍两院院士活跃在国内外学界、科技界,宁波籍科学家屠呦呦获“2015年诺贝尔生理学或医学奖宁波被评为全国卫生城市、创业先进城市、中国最具幸福感城市,荣获全国文明城市创建四连冠,排名中国法治政府评估首位。
南湖基金小镇
嘉兴南湖区是浙江省首批省级金融创新示范区,也是浙江省首批特色小镇南湖基金小镇的所在地,具有得天独厚的区位优势和良好的经济基础与金融生态。小镇响应中央号召,坚持服务实体经济,专注于集聚私募股权基金产业,在国内率先提出打造实体基金小镇,配合金融服务支持+综合服务支持两个配套,以期建设成为全国领先的长三角地区汇集新金融要素服务实体经济的金融创新示范区。
波士顿华人投资协会(BCIC
波士顿华人投资协会,前身为北美华人金融协会波士顿分会。协会有20年历史,旨在促进华人金融和投资的交流和讨论,搭建中美资本和项目的对接平台,通过路演,研讨会和交流活动,为广大成员提供投融资机会(已有成功案例),并积极为中国投资金融业的发展提供人才和建议,协会现有会员逾3000人。
协会曾成功举办多场活动,嘉宾包括前美国财政部部长Larry Summers,美国证监会前副主席,Michael S. Piwowar, 美国国家科学院院士胡丙长,及前证监会国际部主任、中投公司副总经理祁斌,及前IDG合伙人李丰等。2017年,协会已举办多场路演,讲座和研讨活动,围绕区块链,金融科技,人工智能,生物科技等领域,促进中美创投项目对接和信息交流。协会与中美多家资本方保持密切合作关系,包括易方达基金,红杉资本,F-Prime Capital,易联资本,峰瑞资本等。协会也于中美多家孵化器机构达成战略合作意向。 

【部分合作风投基金】


【赞助单位】

BCIC Platinum Sponsor


E Fund Management Co., LTD. (http://www.efunds.com.cn)



BCIC Sponsors

Eastern Link Capital (http://www.easternlinkcapital.com)
Insigma Hengtian Software (http://www.hengtiansoft.com)
Mass Ave Capital
Yintech Investment Holdings (http://www.yintech.net)

【合作宣传伙伴】
有意参与本次峰会的合作宣传媒体,请联系info@bcicglobal.org. 
BCIC members have special discounts of $100 off the ticket price. Please fill out following form to obtain the promotion code: https://docs.google.com/forms/d/e/1FAIpQLSecl2fbSpVL65DJy_FHutNaYR6QdmKWaeXY9GZWXj6xOPeT9Q/viewform -------------------------------------------------
2018 US - China BlockInvest Summit (Blockchain) 2017 has been the year of blockchain technology, especially in USA and China. Posed as one of the most disruptive technologies that ever impact business, blockchain technology is springing up countless challenges and opportunities to current investing models in 2018. Given this backdrop, ICONIZ partnered with Liaoyuan will host the 2018 U.S. - China BlockInvest Summit, connecting over 550+ blockchain advocates, investors, industry leaders, and tech innovators. Based on the unrivaled content, exceptional networking opportunities and purely blockchain focused audience, 2018 BlockInvest Summit will be the best chance to learn about US - China blockchain trend and opportunity. Topics: * Worldwide Crypto Mania: An insider’s outlook * Behind the scenes of China’s investment rush * Cryptocurrencies VS Blockchain : future or bubble? * The promise of managing identity on the blockchain * Decentralization of IoT powered by a Privacy-Centric Blockchain * How Blockchain technologies will energize Industrial Revolutions? * Blockchain Startup Pitch … More Details and Agenda: http://blockinvestcon.com/ Who Will Be Attending? * Industry Insiders/Enthusiasts * Existing/Growing Industry Companies * Blockchain Startups * Venture Capitalists/Investors Guest Speakers (Confirmed) : ...will be updated as more speakers confirm Light food and refreshments will be provided. Please RSVP through Eventbrite and include your name, email, company, and background/interest in blockchain in order to successfully register for the event. Due to limited space, this event is open to professionals who are actively engaged in the blockchain space and registration is subject to review. Ticket: https://www.eventbrite.com/e/2018-us-china-blockinvest-summit-blockchain-tickets-43316389487?from=timeline&isappinstalled=0

Artificial Intelligence Startups Roadshow











Details












Boston Chinese Investment Club will hold Artificial Intelligence Roadshow events on March 2nd at MIT from 7 to 9 pm. This event will share the application of AI in market research and infrastructure industry. Claims about the promise of artificial intelligence are abundant and growing. With the fast growing investment in AI and AI related startups, AI is poised to unleash the next wave of digital disruption. The ingredients for breakthrough are in place, growing computer power, more sophisticated algorithms, and vast quantities of data. We are starting to see AI’s application in retail, manufacturing, health care, education, and fiance etc. With AI, online marketing can improve their Click-Through-Rate just in time and realize personalized Ads; and it is also possible for infrastructure industry to implement their asset management without people intervention, which will dramatically decrease cost and boost efficiency.

We are inviting startup entrepreneurs, investors, and academic researchers from US and China to join this roadshow event. This event will allow the participants to fully liberate thoughts and deeply interact in an unfettered environment. Participants will have the opportunity to obtain deep insights into the startups. The entrepreneurs will access a platform to comprehensively present their companies, gain valuable feedback and potential capital, and meanwhile, effectively communicate with peers and go forward together.

As of now, we have confirmed that the following startups will present in this session, and we may receive more confirmations in the next week.

1. Zealery
Utilize technology to automate the market research for clients, including pricing, design, channels and demographic.

2. Aerospec
Develop data-driven solutions used by the infrastructure industry to improve operational efficiency and increase asset ROIs.

We hope you will consider joining BCIC AI roadshow event, and sharing this invitation with colleagues and those who will benefit. Time:March 2nd, 7:00-9:00pm
Location:TBD
Language:English
Registration Link:https://goo.gl/forms/ZARlwrEtRHQTzVeF2 Thanks,
Boston Chinese Investment Club

BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/investment and related areas between US and China. Main activities include monthly roundtable discussions, roadshows, and professional training. Join the BCIC mailing list to get our latest event information and job postings by registering for our events or send an email to boston.chinese.investment.club@gmail.com. Please feel free to contact us if you are interested in participating in future roadshows or monthly events. Startups please send your business plans to roadshow@bcicglobal.org . Investor or sponsors please contact us at info@bcicglobal.org .

2018春季CFA(特许金融分析师)一级培训班 
简介
  • Boston Academy是波士顿华人投资协会(BCIC)衍生出来的CFA培训,已成功开设两年一级培训班。
  • 研发了自己独特方法梳理知识点,突出重点,节省学生复习时间,提高效率。
  • 免费提供以前模考题库,也会实时提供网上各类赌题。
  • 教师队伍强大,绝大部分拥有CFA证书,是业界翘首,教学经验丰富。
  • 课程提供在线直播及录像,方便学员远程学习及回放复习。
  • 福利
      1.  学员可以重复上课,直至通过考试
      2.  和业界资深的教员们探讨职业发展
CFA 2018春季班
3/11/2018~04/29/2018每周日,9am-12pm, 1:30pm-4:30 pm/5:30pm.
Boston Malden (near Subway T Station, and free street parking available)
教员队伍
BA教员队伍经验丰富而且资深,都有多次授课经验,备受好评,大部分人都是有多年相关的工作背景。
部分老师介绍
  • 郭老师: 通过了CFA三级考试,在一家大型金融保险公司从事固定收益工作。教CFA Fixed-Income 部分
  • 赵老师: CFA, 一家算法交易资深合伙人。教Portfolio Management部分
  • 常老师: CFA, FRM, CPA 在一家大型金融保险公司做资财配置。教Corporate Finance部分
  • Frank: CFA, 在一家对冲基金从事研究。教Equity Investment and Derivative部分, 英文教学
  • 李老师: ACCA, CFA III Candidate 拥有MSA 和MBA双学位,目前在财富管理公司工作。教CFA Accounting部分
  • 钟老师: CFA III Candidate, 一家对冲基金股票分析师,教Economics部分
  • 周老师: CFA III Candidate, 在一家银行从事风险量化分析,教Quantitative部分
以往CFA学员留言
  • 作为一个与金融没有半点交集的工科生,面对厚厚的几大本CFA书愁得无从下手。无意中听说在波士顿有开设一级教学班,抱着试试的心态去上课。老师们的讲解通俗易懂,尽管我毫无基础,竟在短短时间内对考点了如指掌,无疑是不可多得的捷径。感谢Boston Academy!  Lina,2016

  • 老师们将概念与实例相结合,显著提高了我自身备考的效率,从而成功通过了考试。LQ,2016

  • 感谢BA CFA一级的老师们在我备考过程中对我每一个问题准确、细致、耐心的指导!—我不仅学到了许多有关CFA的知识,而且收获了不少高效的解题思路和方法。老师们在课余还乐意解答我和朋友提出的很多关于金融择业方面的问题。感恩有BA CFA一级的老师们的陪伴!  Llian Z,2016

  • 人生就像登山,不一定每个人都能攀登到山顶,但是不去尝试,则连到山腰的机会都没有。作为Boston Academy 16年秋季CFA学员,感谢各位大牛老师的无私分享与帮助!半年的朝夕相处,我收获的不仅仅是CFA一级通过的offer,更加收获了无法以金钱衡量的职场人生经验,即将在霍普金斯读MBA/Economy双硕士的我提前预祝各位学友大鹏展翅,不问收获,但问耕耘!天道酬勤!John,2016

  • 我是东北研究生读到第二个semister时零基础又是传媒背景去读CFA。一开始的宏微观调动了我学习兴趣,之后的quant课程需要配合计算器。老师总有办法让我这种小白听懂,只是我以为听懂就会做了,但题目里还是有无数的陷阱。所以上课学起来还是蛮有挑战的。但学习概念+做题+一起搓中饭基本上hold住一天的注意力没什么问题~ Qun F,2017 
  • “我觉得特别好的一点是培训的老师们都是目前美国金融业的从业者,会以一种应用的角度来解释cfa当中的概念,理论;就好像教做菜,不是教你怎么把菜谱记熟,而是从一盘菜的酸甜苦辣去学习每个影响成菜口味的过程。这是我认为最大的区别” Xu D,2017 
  •  作为一名曾经的学员,极力推荐在这补课,这里不仅师资力量强,老师都特别好,还有在线视频可以观看,随时改进自己学习计划! 真的很推荐这里! Vito X,2017 
  • 强推这个CFA辅导班哦,这里的老师都很热心,可以帮助对职业的困惑答疑解惑,还在这里认识了一群志同道合的小伙伴️. BX,2017
Boston Academy (BA)源自于波士顿华人投资俱乐部(BCIC - Boston Chinese Investment Club, http://bcicglobal.org),  是波士顿地区致力于金融行业专业知识技能培训及求职指导的机构,提供金融CFA培训,以及金融行业求职指导等服务。http://ubostonacademy.com/
课程报名方式
点击"阅读原文"或访问http://ubostonacademy.com/cfa如果您会现场听课,请选择“Onsite”选项,此选项包括课程直播和录播。
如果您不能来现场听课,请选择“Online”选项。我们会提供课程的直播和录播。
付费方式:
a.可通过Bank of America Email转账至info@ubostonacademy.com  (First Name: Boston, Last Name: Academy. 请微信确认)。
b. 可以通过paypal账户完成网上支付注册。如果您没有paypal账户,
联系微信确认
联系人微信         
邮件: info@ubostonacademy.com
电话:781-254-8442

数字资产投资论坛暨全球数字资产领袖委员会成立大会1月16日将在纽约举行

【数据猿导读】 FinTech4Good联合华尔街区块链联盟、替代性资产以及亚洲金融学会将于2018年1月16号在美国纽约举办数字资产投资论坛暨全球数字资产领袖委员会成立仪式。本次论坛是美国2018年第一个重要的区块链数字资产盛会
FinTech4Good联合华尔街区块链联盟、替代性资产以及亚洲金融学会将于2018年1月16号在美国纽约举办数字资产投资论坛暨全球数字资产领袖委员会成立仪式。本次论坛是美国2018年第一个重要的区块链数字资产盛会。                                                                                                         为期1天内容丰富的论坛将吸引来自10多个国家的200多位企业高管汇聚麦哈顿。他们有来自区块链产业的新锐创业者比如NewPay、GateHub、IOTA、Celsius Network, SunExchange、EnLedger等,也有区块链著名投资基金比如 LDJ 资本、Dencentra 基金、ConsenSys资本、FuturePerfect资本、DoubleRock基金等,也有美国知名大学和研究机构比如康奈尔大学、哥伦比亚大学、约翰霍普金斯大学、长江商学院等知名学者,还有区块链影响力领袖比如联合国、世界银行、ID2020、区块链委员会、加密货币特别行动组等以及数字货币发行方面的行业和法律专家比如BlockchainA3、ExpertDOJO、Manatt律所、Hogan Lovells律所、EG&S LLP律所 等数百人。本次论坛的主办方,FinTech4Good是全球知名的区块链和金融科技平台机构。他们在全球范围内发现和支持最具潜力的金融科技和区块链技术,并将它们通过孵化、加速、投资的方式带入到前沿市场。
 “我们希望通过本次论坛,将数字资产技术、区块链投资机构以及希望拥抱区块链技术的行业领袖召集在一起,分享新技术带来的喜悦,共同塑造数字资产的未来。” FinTech4Good总裁张晓晨自豪的说,“有许多公司高管不远万里从亚洲、欧洲、南美洲、大洋洲来参加我们的论坛,特别是许多来自中国的企业,将在美国与同行业的伙伴们一起展示技术、分享经验、共创未来。”
作为本次活动的铂金赞助商,来自中国的区块链支付领袖,NewPay的创始人高潮表示特别希望通过本次活动帮助更多的中国企业在区块链和数字资产方面与世界联结。
本次论坛还将举行全球数字资产领袖委员会成立的圆桌会议。欢迎中国的区块链行业高管和投资人参加本次会议。
会议联系方式:info@fintech4g00d.co
随着中国金融产业的快速成长,中国金融软件也在蓬勃发展,开始慢慢登上国际舞台。1/19号一家有15年历史的集交易系统,量化策略研发及投研建模平台,以及高端金融工程支撑平台开发商为一体的中国领先的金融软件公司,将和大家分享中国金融软件还有金融科技的发展状况,欢迎大家参加,尤其是和量化投资, 资产管理,或者金融软件相关的职业或市场开拓人士。

主题:中国金融软件发展状况
主讲人:刘二谋,深圳市天软科技开发有限公司CEO,公司创始人之一
语言:中文
地点:MIT (注册后通知地址)

刘二谋,1998年至今一直从事证券金融行业的金融技术工作,2002至今任深圳市天软科技开发有限公司CEO,公司创始人之一,擅长金融技术平台设计,是天软平台、算法交易平台、天软语言的主要设计和开发者。

公司简介
天软科技专注金融技术十五年,技术上拥有自主产权的建模语言、数据仓库技术、数学与统计方法库、WEB表现层以及报表技术,金融上拥有数据以及数据的整合技术、因子方法库、策略框架、算法交易框架、风险绩效评价方法包等,是国内金融大数据建模平台、量化策略研发平台、算法交易平台、组合既MOM风险绩效分析系统以及集成策略、交易、风控、分析于一体的交易管理系统、信息披露系统的领先提供商。目前国内两百家金融机构选用了天软的产品:涵盖券商、公募私募基金、保险资管、银行、期货、信托等等(典型如招商银行、平安资管、南方基金、信诚基金、华夏基金、中信证券、安信证券等等)

Organizer
BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/investment and related areas between US and China. Main activities include monthly roundtable discussions, roadshows, and professional training. Join the BCIC mailing list to get our latest event information and job postings by registering for our events or send an email to info@bcicglobal.org

Please feel free to contact us if you are interested in participating in future roadshows or monthly events. Startups please send your business plans to roadshow@bcicglobal.org. Investor or sponsors please contact us at info@bcicglobal.org .

比特币和传统的货币到底有何不同?是什么让这个新兴的“货币”获得了如此广泛的关注呢?最近大热的和比特币相关的“分布式账本”“区块链技术”“去中心化”又是什么意思?如何购买和使用比特币交易呢?

12月15日,BCIC (Boston Chinese Investment Club, 波士顿华人投资俱乐部) 特邀两位币圈大咖,一同揭晓这些问题的答案。

演讲嘉宾:
小宇,2015年开始接触比特币,炒过币,搬过砖,挖过矿。现负责Circle的CENTRE ICO项目,加密数字货币平台的开发,专注于区块链技术的应用和智能合约的开发。
BTC  1FaSGNxJawrwHSnP9pJjec4EdHCA3Fd2YM
ETH  0xab311a150a9b6759eee3c08f3a2556aaecd5131d

王颖天, 区块链独立思想者,布道者, 投资人。
BTC  16iCvyWNnsV5d9iEujA7sxf7sWciBSxEt
ETH  0x8aEe9d02523162bb9443644b86e84119cD2fB18D

时间:12月15日, 晚 6:30  
地点:MIT 具体地点注册后由邮件通知
语言:中文

Which stock turns $10,000 into $33,800 within one year? --  Alnylam !
Which stock turns $10,000 into $154,980 within five years? -- Acadia 
Without doubt Pharmaceutical or Biotech sector have the potential for such high returns. Admittedly such stocks are highly volatile: a stock can rise 10 times in a day, and might pull back 90% the next day. 
The complexity of the healthcare system and R&D progress are intimidating to most investors. Biotech companies are highly technical in their fundamentals, and their regulatory regimes are cumbersome and complex.  

Boston Chinese Investments Club (BCIC) invites two seasoned Biotech investment professionals: Jingsong Xu, the founder of Growth Vision Asset Management, and Roger Song, an Equity Research Associate with a well-known investment bank on Wall Street Biopharmaceutical and medical devices industries. Together, they will uncover the secret of Biotech stocks investment.

Red return line: S&P 500 index
Green return line: Healthcare XBI index
Picture resourceYahoo Finance

Date
-          Friday December 1st, 2017
-          7:00 pm-9:30 pm
Location
-          70 Memorial Drive (MIT E51), Cambridge, MA 02142(Room number will notified once you are signed up)
Language
-          English
Registration
-          To register for the event, please click on the link below:
Agenda
Content
Length
Time
Participant
Opening
5min
7:00 pm – 7:05 pm
BCIC
Sell Side Analysis
45min
7:05 pm – 7:50 pm
Roger Song
Buy Side Analysis
45min
7:50 pm – 8: 35 pm
Jingsong Xu
Panle Discussion
30min
8:35 pm – 9:05 pm
Roger & Jingsong
Q&A
25min
9:05 pm – 9:30 pm
Audience & Two Speakers

Please scan the below Wechat QR code to join Boston Chinese Investment Club (BCIC)  
biotech investment group and get more information about this activity.

11/17 中美市场观察及家族办公室的实用投资经验

        关注公众号获取更多BCIC活动资讯!
官方网站:www.bcicglobal.org
家族办公室在美国有悠久历史,以洛克菲勒家族办公室作为龙头。家族办公室的投资模式在财产管理当中最为先进,也最为专业严谨。11月17日,我们请来Financial Times及福布斯榜上的全美最佳财产管理公司之一,多家族办公室Choate Investment Advisors的总Managing Director,Todd Millay,来给大家讲讲美国家族办公室的投资哲学,资产配置及选择基金,及对投资中美市场的看法。Choate的投资方式主要着重于最佳资产配置,以一系列模型及基本面分析来形成自己的资产配置流程。在11月17日的演讲中,Mr. Millay将讨论在现今市场高温及各类政治风险下的投资价值最佳组合。Choate的管理资产总额将近五十亿美金,主要为资产总额高于2千万美金的家族服务,是美国家族办公室的龙头。

时间:   11/17, 7:15pm - 9:00pm
地点: MIT E51 (Exact room will be notified via email once you sign up)
主讲人: Todd Millay, Managing Director of Choate Investment Advisors
语言: English
注册链接: 阅读原文或
https://docs.google.com/forms/d/e/1FAIpQLSdTrPFVtsBCa9wxi_SZ3Omzcv06fc5INdlcNX75yYwVbnqvvQ/viewform?usp=sf_link

嘉宾介绍

Todd Millay是Choate Investment Advisors的董事总经理。 Todd主要职责包括管理Choate Investment Advisors的所有人员,及最终确定投资策略,并与Choate Hall & Steward, 波士顿最大律所之一的财富管理团队的律师,税务总监以及信托和管理人员紧密合作,为客户提供融合财富管理需求的综合解决方案。

在加入Choate之前,Todd是CCC家庭办公室联盟的合伙人。他还曾担任沃顿商学院沃顿商学院全球家庭联盟(Wharton Global Family Alliance)的创始执行董事。他曾在麦肯锡公司的波士顿和西班牙马德里办公室做过五年咨询师,客户主要为全球金融机构。 Todd本科于达特茅斯大学毕业,被选中作为罗德学者去牛津大学进修。之后,在耶鲁法学院毕业,担任美国上诉法院Sandra L. Lynch先生的执行秘书。

Todd是InnerCity举重董事会主席,这是一个致力于通过与高风险的年轻人直接建立联系而减少城市暴力的非营利组织。Todd担任Noble & Greenough School的投资委员会成员。。Todd同时还是福布斯的专栏作家,经常发表和投资相关的文章。

波士顿华人投资协会(BCIC),前身为北美华人金融协会波士顿分会。协会旨在促进华人金融和投资的交流和讨论,搭建中美资本和项目的对接平台,通过路演,研讨会和交流活动,为广大成员提供投融资机会,职业和社交服务,并积极为中国投资金融业的发展提供人才和建议,协会现有会员逾3000人。 协会成员分布于各类著名银行、对冲基金、互助基金,私募和风投等

协会曾成功举办多场活动,嘉宾包括前美国财政部部长Larry Summers,美国证监会前副主席,Michael S. Piwowar, 及前证监会国际部主任、中投公司副总经理祁斌,及峰瑞资本创始合伙人李丰等。协会已举办多场路演,讲座和研讨活动,围绕区块链,金融科技,人工智能,生物科技等领域,促进中美创投项目对接和信息交流。协会与中美多家知名资本方保持密切合作关系,也与中美多家孵化器机构达成战略合作意向,包括全球10大知名孵化器之一美国太库等。

BCIC Platinum Sponsor
E Fund Management Co., LTD. (http://www.efunds.com.cn/)

BCIC Sponsors
Eastern Link Capital: (http://www.easternlinkcapital.com/)
Insigma Hengtian Software: (http://www.hengtiansoft.com/) 
Mass Ave Capital
Yintech Investment Holdings (http://www.yintech.net)

Invitation to Fintech Roundtable Brainstorming Session
Boston Chinese Investment Club (BCIC) will host a Fintech Roundtable Brainstorming Session on Monday evening, October 9th at Boston. The focus of this roundtable discussion is Fintech disruption in Asset Management Industry.
With the infiltration of technology, the asset management industry is undergoing profound changes. The high-frequency trading strategy is put under the spotlight at the Wall Street. Data analytic tools is widely used to forecast macroeconomic and corporate operations by analysts. Fund managers start to combine machine learning algorithm with expert knowledge to optimize investment strategy.
We are inviting startup entrepreneurs, investors, and academic researchers from US and China to join this discussion. This brainstorming session will allow the participants to fully liberate thoughts and deeply interact in an unfettered environment.  Participants will have the opportunity to obtain deep insights into the startups. The entrepreneurs will access a platform to comprehensively present their companies, gain valuable feedback and potential capital, and meanwhile, effectively communicate with peers and go forward together.
We are honored to have the following startups to present in this session:
Start up
Brief Description
Astrocyte Research
Global Macro Intelligence: Combine machine learning with expert knowledge to forecast Micro Trends, Macro Events and Global Market Risks
Domeyard
Hedged fund focused on high frequency trading
Zhice Technology
AI + Robo Advisor investment engine in China, developed thousands of algorithm-driven investment strategies that can be used by retail and institutional investors.

It is also our honor to invite outstanding industry leaders and innovators in this discussion.
Neko (Mingyong Chen): CEO of Quantex technology, an fintech startup focusing on investment management system in China market; former CTO of  Goldman Sachs China.
Dr. Steve Sun: Head of Yintech Financial Innovation Labs, Boston and Shanghai. Yintech Investment Holdings is a leading provider of investment and trading services for individual customers in China (Nasdaq: YIN)  
Hongchao Wang: R&D Director of Harvest Fund Management, a top asset management fund in China with over US$120 Billion AUM
Date: 10/9, Monday, 7:00 pm - 9:00 pm
Venue: Harvard Campus (Exact room will be notified via email once you are registered)
Language: English


Organizer
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BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/investment and related areas between US and China. Main activities include monthly roundtable discussions, roadshows, and professional training. Join the BCIC mailing list to get our latest event information and job postings by registering for our events or send an email to info@bcicglobal.org
Please feel free to contact us if you are interested in participating in future roadshows or monthly events. Startups please send your business plans to roadshow@bcicglobal.org. Investor or sponsors please contact us at info@bcicglobal.org .
标题:医疗科技精品项目路演(生物科技仪器专场)
正文:
邀请函
波士顿华人投资俱乐部(BCIC)将于1013日晚在波士顿举办
医疗科技创业路演,现邀请中美两国健康医疗产业创业者、投资者、孵化机构、学术研究者等报名参加此次活动。
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确认出席本次路演的创业公司有:
第三代纳米孔DNA测序仪UST Corp致力于开发最新型高尖端基因测序技术,拥有第三代纳米孔测序最关键的专利技术和世界一流具有丰富测序仪研发经验的团队。
LinkedUp Bioscience: LinkedUp Bioscience 拥有以微流体技术为基础的,高通量单B细胞抗体重轻链天然配对平台,可以以前所未有的深度和精确度进行大分子抗体药物的筛选。
Excellims: Excellims独创小型高效离子迁移谱/质谱技术平台,可广泛应用于各类快速检测场景。
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报名方式:此次论坛为闭门活动,报名者在递交申请、成功入选后将会被通知活动具体时间、地点。如非邀请谢绝入席。报名请点击如下链接或阅读原文:https://goo.gl/forms/6hYH6hlpozYKUkw53

BCIC医疗科技系列创业路演为系列活动。如果您此次未被入选,我们会保存您的资料,以后您仍有机会参加其他同类活动,感谢您的关注。



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波士顿华人投资俱乐部 (Boston Chinese Investment Club, or BCIC)是由波士顿华人金融投资人士(The Chinese Finance Association Boston Chapter)发起的并已正式注册的非盈利性组织。协会总旨是促进波士顿以及其他地区的华人金融业界的社会交流和专业投资讨论。BCIC经常性地组织各种研究和交流活动,为广大会员提供职业社交和培训服务,并积极为中国金融业的发展提供人才和建议。想加入BCIC的mailing list获取最新活动资讯和求职信息,请联系我们或者发送邮件至boston.chinese.investment.club@gmail.com.
如果您有意参与协会未来的路演活动,欢迎提前联系我们。项目方请将商业计划发送至:roadshow@bcicglobal.org。投资方或赞助方欢迎致函:info@bcicglobal.org


BCIC Sponsors
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Eastern Link Capital: (http://www.easternlinkcapital.com/)
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Insigma Hengtian Software: (http://www.hengtiansoft.com/)
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Mass Ave Capital
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Yintech Investment Holdings (http://www.yintech.net)

2017海外大众创业万众创新周(波士顿)创业项目邀请函





























关注公众号获取更多BCIC活动资讯!
官方网站:www.bcicglobal.org
2017海外大众创业万众创新周
项目邀请函
主办单位:
国家发展和改革委员会
承办单位:
中国科学技术协会
协办单位:
中共中央宣传部
中国外交部
国务院侨务办公室
中华全国归国华侨联合会
实施单位:
上海张江波士顿企业园
波士顿华人投资协会(BCIC)
活动介绍
响应国家发改委科技部牵头的2017大众创业和万众创新活动,波士顿华人投资协会将承办波士顿地区专场。主题聚焦当下科技创新热点,涵盖人工智能大数据生物医疗区块链金融科技等多个领域。本次大众创业万众创新周也会联合中外多家媒体平台,创新机构进行推广宣传。
创业项目征集
特邀您携带项目加入到本次活动中。欢迎各个阶段的创业项目来到创新周平台展示。创业者将有机会充分展示企业,在多家媒体平台宣传,并通过协会以及执行单位的资本方和资源网络获得潜在落地中国或者融资机会。

本次活动初定为美国东部时间9月9日如果您的公司有兴趣参与展示,请尽快回复我们,并附上项目简介和公司商业计划书,材料请发至roadshow@bcicglobal.org 。逾期也可联系我们,波士顿华人投资协会创投平台长期征集项目,融资规模不计上限,不限阶段,定期举办创业圆桌论坛和路演,感兴趣欢迎联系我们。
承办方
波士顿华人投资协会,前身为北美华人金融协会波士顿分会。协会旨在促进华人金融和投资的交流和讨论,搭建中美资本和项目的对接平台,通过路演,研讨会和交流活动,为广大成员提供投融资机会,职业和社交服务,并积极为中国投资金融业的发展提供人才和建议,协会现有会员逾2000人。 协会成员分布于各类著名银行、对冲基金、互助基金,私募和风投等。

协会曾成功举办多场活动,嘉宾包括前美国财政部部长Larry Summers,美国证监会前副主席,Michael S. Piwowar, 及前证监会国际部主任、中投公司副总经理祁斌,及峰瑞资本创始合伙人李丰等。协会已举办多场路演,讲座和研讨活动,围绕区块链,金融科技,人工智能,大数据,生物科技等领域,促进中美创投项目对接和信息交流。协会与中美多家知名资本方保持密切合作关系,也与中美多家孵化器机构达成战略合作意向,包括全球10大知名孵化器之一美国太库等。
赞助单位
Eastern Link Capital (http://www.easternlinkcapital.com/)
Insigma Hengtian Software (http://www.hengtiansoft.com/) 
Mass Ave Capital
合作伙伴
本次活动我们诚邀创业相关机构或媒体与我们合作宣传。有意合作者,欢迎致函 info@bcicglobal.org


 【邀请函】BCIC 量化投资路演
波士顿华人投资俱乐部(BCIC)将于8月24日 周四晚7:00PM – 9:30PM在波士顿举办量化投资路演,本次活动主要讨论量化投资的实务应用。两位投资者分享如何应用量化信号来辅助投资,以及如何合理结合技术分析手段发掘投资机会。特邀请中、美两国金融行业的量化投资专业人士,行业领军人物,及潜在投资者等来共同探讨这一话题。此次活动将采用“头脑风暴”的形式,为参与者创造不拘一格、自由开放的交流环境。参与者将有机会深度掌握、点评相关量化技术,演说者将有机会充分展示企业或相关量化策略、获取资深反馈和潜在投资资金,同时和其他同行业者高效互动、共同成长。


欢迎各位量化同仁参加,有策略有融资需求可私下联系我们. 我们诚挚期待您的参与!


主讲人
Mr. Jian Wang is a Financial Advisor in Merrill Lynch focusing on asset management and financial services to meet short- and long-term financial goals of high-net-worth clients. He joined Merrill Lynch in 2012 after more than fourteen years in biotech and pharmaceutical companies as Sr. Principle Scientist in Computer-Aided Drug Design. He has applied his quantitative analytical skills to help clients in wide range of investment opportunities. Jian is B.Sc. in physics and Ph.D. in computational chemistry.
Mr. Gregory Lin is B.Sc in Electronics from Zhongshan University and M.S. in Mathematics from University of Illinois. Gregory started his career in Financials after earning MBA. He worked as quant analyst in Countrywide Pricing team, Font office Consultant in Credit Suisse Structured Product Analytics Team, and Quantitative strategist and Volatility Trader in Putnam Investments. Gregory started an entrepreneurship company in 2016, focusing on ETF mid frequency trading in ETFs, quantitative analysis on ETF momentum and reversals, with applications in neural network to provide advanced trading strategy..


时间:824日,7:00PM – 9:30 PM 
地点:MIT E51,具体房间注册后通知
地点及停车指引如下:

注册链接请点击注册表格
-----
主 办 方

波士顿华人投资俱乐部 (Boston Chinese Investment Club, or BCIC)是由波士顿华人金融投资人士(The Chinese Finance Association Boston Chapter)发起的并已正式注册的非盈利性组织。协会总旨是促进波士顿以及其他地区的华人金融业界的社会交流和专业投资讨论。BCIC经常性地组织各种研究和交流活动,为广大会员提供职业社交和培训服务,并积极为中国金融业的发展提供人才和建议。想加入BCIC的mailing list获取最新活动资讯和求职信息,请联系我们或者发送邮件至boston.chinese.investment.club@gmail.com.
如果您有意参与协会未来的路演活动,欢迎提前联系我们。项目方请将商业计划发送至:roadshow@bcicglobal.org。投资方或赞助方欢迎致函:info@bcicglobal.org


BCIC赞助商
     
Eastern Link Capital: (http://www.easternlinkcapital.com/)
 
Insigma Hengtian Software: (http://www.hengtiansoft.com/) 

Invitation Letter - BCIC Fintech Brainstorm Session
                                     
Boston Chinese Investment Club will host a Fintech Roundtable Brainstorming Session on Tuesday evening, July 25th in Boston. The topic will focus on how Fintech Startups are challenging the traditional finance industry. How can FinTech startups leverage new technology and innovative business models to compete against traditional financial service providers? How can they showcase their distinctive value and acquire customers at reasonable cost?  
Now we are inviting investors, industry experts as well as FinTech startup entrepreneurs to join us. This brainstorming session will allow the participants to fully liberate thoughts and deeply interact in an unfettered environment.  Potential investors will have the opportunity to obtain deep insights into the startups. The entrepreneurs will access a platform to comprehensively present their companies, gain valuable feedback and potential capital, and meanwhile, effectively communicate with peers and go forward together.
It is our honor to invite the following startups to present in the session:
Company
Industry
Company Introduction
MatchUpBox
Blockchain
MatchUpBox  provides a range of services based on PikcioChain. Its unique permissioned-based blockchain is dedicated to the personal data economy, which facilitates the authentication and portability of clients’ personal data. It secures data exchanges and transactions.
Rategravit
Lending
Rategravit provides a software solution that enables residential lending from various lenders. The company allows consumers to finance their homes by eliminating the salesperson and providing a solution to compare, choose, and close with lenders.

The event is by invitation only. We welcome entrepreneurs to approach us with their business plans for this brainstorm session. The selected applicants will be informed of the time and location. A series of brainstorming sessions are on their way. If you are not selected for this one, we will keep your information on file for potential future opportunities.
Registration link: Registration form

【邀请函】BCIC 金融科技头脑风暴之新型科技对传统行业的冲击
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波士顿华人投资俱乐部(BCIC)将于7月25日晚在波士顿举办金融科技创业圆桌论坛,本次活动主要讨论新型金融科技对传统金融行业的冲击和影响。金融科技企业在创新过程都不免面临来自银行,房贷经纪公司等传统竞争者。在传统行业大玩家的围剿中如何突出自己的优势,如何获取客户,是新型金融科技创业公司面临的普遍问题之一。BCIC现邀请中、美两国金融行业的创业者,投资者,学术研究者等来共同探讨这一话题。此次活动将采用“头脑风暴”的形式,为参与者创造不拘一格、自由开放的交流环境。参与者将有机会深度掌握、点评创业项目,创业者将有机会充分展示企业、获取资深反馈和潜在投资资金,同时和其他创业者高效互动、共同成长。
本次出席的创业项目有:

公司名字
行业细分
公司亮点
MatchUpBox
区块链
在PikcioChain基础上帮助保护客户私人数据
Rategravity
借贷
帮助房屋借款人比较选择最优的贷款方,省去代理人环节
此次论坛为闭门活动,注册后成功入选者将被邀请入席。
我们诚挚期待您的参与!
注册链接请点击注册表格

-----
主 办
波士顿华人投资俱乐部 (Boston Chinese Investment Club, or BCIC)是由波士顿华人金融投资人士(The Chinese Finance Association Boston Chapter)于2010年发起的并已正式注册的非盈利性组织。协会总旨是促进波士顿以及其他地区的华人金融业界的社会交流和专业投资讨论。BCIC经常性地组织各种研究和交流活动,为广大会员提供职业社交和培训服务,并积极为中国金融业的发展提供人才和建议。想加入BCIC的mailing list获取最新活动资讯和求职信息,请联系我们或者发送邮件至boston.chinese.investment.club@gmail.com.
如果您有意参与协会未来的路演活动,欢迎提前联系我们。项目方请将商业计划发送至:roadshow@bcicglobal.org。投资方或赞助方欢迎致函:info@bcicglobal.org

BCIC赞助商
Eastern Link Capital: (http://www.easternlinkcapital.com/)
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Insigma Hengtian Software: (http://www.hengtiansoft.com/) 
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Mass Ave Capital
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Boston Chinese Investment Club is Recruiting the Following Positions 

·       Short Term Part-time or Full-time Investment Analyst Intern (Healthcare Sector)
·       Long Term Part-time Media, Marketing, Auditors, Sponsorship, and IT Intern/Managers
·       Investment Research Analyst (Fintech Sector) (Short Term Intern and Long Term)

Please submit your resume and cover letter via this link
Deadline is 6/16 18:00 pm

1.     Short Term Part-time or Full-time Investment Analyst Interns (Healthcare Sector)

Time Commitment:
Part time working 20hrs/week or full time working 40hrs/week

Responsibilities:
- Identify and evaluate potential investment targets in the healthcare sector
- Conduct research to identify and evaluate pipeline companies
- Interface with brokers and bankers to source opportunities
- Analyze financial statements, business models and other information 
- Conduct due diligence on investment targets
- Optimize internal processes

Required Qualifications:
- An entrepreneurial, energetic, optimistic attitude
- Strong analytical abilities
- Excellent English communication skills, both written and oral
- A keen interest in business and entrepreneurship
- A good understanding of financial statements

Helpful Qualifications:
- A business-related or healthcare-related major
- Experience working in an entrepreneurial environment

Benefits:
+ Workshops
+ Mentorship
+ Networking opportunities
- Unpaid internship


2.     Long term part-time media, marketing, sponsorship, auditor, and IT intern/manager

Positons: 
1-2 Media intern/manager
2-4 Marketing intern/manager
1-2 Sponsorship intern/manager
1 Auditor manager
1-2 IT manager



Time Commitment:
Part time working 2-10hrs/week; based on need

Responsibilities:

Marketing:
- Planning and preparing for marketing and advertising promotional activities (e.g. social media, direct mail, wechat and web)
- Plan and prepare for on campus and professional events
- Prepare promotional presentations
- Help distribute marketing materials
- Ad hoc projects including performing market analysis and research on competition
- Write promotional articles, e.g Wechat (微信文案设计经验优先)


Media:
- Assist the marketing group with its efforts
- Direct access to local media and help to promote BCIC activities and brand name

Sponsorship:
- Assist the marketing group with its efforts
- For sponsorship intern, maintaining database of sponsors and regularly getting in touch with them


Required Qualifications:
- Strong desire to learn along with professional drive
- Understanding of different marketing techniques
- Excellent verbal and written communication skills
- Excellent knowledge of MS Office
- An entrepreneurial, energetic, optimistic attitude
- Strong analytical abilities

Preferred:
- Business or marketing-related major
- Relevant experiences



Auditor:
-Annual tax auditing and IRS tax filing
-Annual mass state charity filing

Required Qualifications:
- Familiar with Corporate or Nonprofit Corp Tax Ruling/Filing
- Detail oriented

IT:
-Webpage maintenance and development
-Provide technology support for BCIC events

Preferred Qualifications:
- Technology Savvy
- Experience or interest in building webpage and database is ideal, not required


Benefits:
+ Workshops
+ Mentorship
+ Networking opportunities
- Unpaid internship



3.     Investment Research Analyst (Fintech Sector) (Short Term Intern and Long Term)

a. 1-2 Long Term Analyst (Fintech Sector)

Time Commitment:
Part time working 2-10hrs/week

Responsibilities:
- Identify and evaluate potential investment targets in the fintech sector
- Identifying themes by conducting thorough research on Fintech industry trends or target companies
- Guiding investment analyst interns in conducting research

Required Qualifications:
- Experience in investment research, finance or technology sector is preferred
- An entrepreneurial, energetic, optimistic attitude
- Strong analytical abilities
- Excellent English communication skills, both written and oral
- A keen interest in business and entrepreneurship

Preferred Qualifications:
- A business-related or finance/technology-related major
- Experience working as a researcher/analyst

Benefits:
+ Exposure to both startups and investment companies
+ Team to conduct due diligence or other trivial tasks


b. 3-5 Analyst Intern (Fintech Sector)

Time Commitment:
Part time working 2-10hrs/week

Responsibilities:
-Conduct due diligence on investment targets
-Interact with startups to establish connections
-Help organize events or internal activities

Required Qualifications:
- An entrepreneurial, energetic, optimistic attitude
- Strong analytical abilities
- Excellent English communication skills, both written and oral
- A keen interest in business and entrepreneurship

Preferred Qualifications:
- A business-related or finance/technology-related major

Benefits:
+ Workshops
+ Mentorship
+ Networking opportunities
- Unpaid internship



Boston Chinese Investment Club

BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/Investment and related areas between US and China. Main activities include monthly seminars/gatherings, training services, and roadshows. info@bcicglobal.org (http://bcicglobal.org/).

CFA波士顿协会中国主题官方活动:China From Inside And Outside
随着中国经济步入“新常态”,金融行业在中国经济发展中扮演着越来越重要的角色,越来越多的金融人才选择进入投资管理行业一展长才。在这样的大背景下,近年来CFA协会在中国蓬勃发展,逐渐成为了推动中国资管界规范化、专业化、国际化的中坚力量。
作为CFA组织的开山元老之一,波士顿分会一直走在CFA全球战略发展的最前沿。531日早,CFA波士顿分会将首次把目光聚焦中国资管界,邀请中、美两地嘉宾共聚一堂,以两种视角深入探讨中国资管的现状与未来。
不同背景下的不同思维,将带来怎样的思想碰撞?机会难得,精彩活动不容错过!
BCIC独家福利】作为CFA波士顿分会的友好姐妹组织,Boston Chinese Investment Club (BCIC) 为大家争取来了独家折扣码,非CFA会员报名也可以享受会员价哦!

时间:2017531 7:30AM – 11:15AM
地点:Boston Harbor Hotel, North Atlantic Room
折扣码:CHINACFAB (非CFA会员享受会员价)

AGENDA

7:30am - 8:00am - Continental Breakfast

8:00am - 8:45am - The Chinese Economic, Monetary and Banking Situation
Moderator: Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.
Tom Quarmby, Equity Research Analyst, Fidelity Investments
Qian Wang, Vice President, Financial Markets Division and General Manager, Sales and Trading, Bank of Qingdao

8:45am - 9:30am - China in a Global Asset Allocation Framework
Moderator: Bruce Myers, CFA, Managing Director, Cambridge Associates
Sara Gao, Managing Director, Value Connect Capital
Deborah Kuenstner, CFA, Chief Investment Officer, Wellesley College
Yuebing Lu, Vice Chairman of China Funds at Siguler Guff; Investment Committee Member, BRIC Opportunities Funds

9:30am - 9:45am - BREAK

9:45am - 10:30am - Investing in Chinese Equities
Moderator: George Hoguet, CFA, Chesham Investments, LLC
Lianghong Dong, Deputy CEO, Bosera Funds
Bin Shi, Ph.D, CFA, Senior Vice President, Portfolio Manager, and Quantitative Research Analyst, Acadian Asset Management
Courtney Wei, CFA, Portfolio Manager, Executive Director, China AMC (HK)

10:45am - 11:15am - What is the next Alibaba? A Focus on Chinese Tech Shares
Brian Chen, CFA, Partner and Portfolio Manager, Clough Capital




Logo
BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/Investment and related areas between US and China. Main activities include monthly seminars/gatherings, training services, and roadshows. info@bcicglobal.org (http://bcicglobal.org/).

随着中国经济步入“新常态”,金融行业在中国经济发展中扮演着越来越重要的角色,越来越多的金融人才选择进入投资管理行业一展长才。在这样的大背景下,近年来CFA协会在中国蓬勃发展,逐渐成为了推动中国资管界规范化、专业化、国际化的中坚力量。

作为CFA组织的开山元老之一,波士顿分会一直走在CFA全球战略发展的最前沿。531日早,CFA波士顿分会将首次把目光聚焦中国资管界,邀请中、美两地嘉宾共聚一堂,以两种视角深入探讨中国资管的现状与未来。

不同背景下的不同思维,将带来怎样的思想碰撞?机会难得,精彩活动不容错过!

BCIC独家福利】作为CFA波士顿分会的友好姐妹组织,Boston Chinese Investment Club (BCIC) 为大家争取来了独家折扣码,非CFA会员报名也可以享受会员价哦!

时间:2017531 7:30AM – 11:15AM

地点:Boston Harbor Hotel, North Atlantic Room


折扣码:CHINACFAB (非CFA会员享受会员价)

AGENDA

7:30am - 8:00am - Continental Breakfast

8:00am - 8:45am - The Chinese Economic, Monetary and Banking Situation

Moderator: Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.
Tom Quarmby, Equity Research Analyst, Fidelity Investments
Qian Wang, Vice President, Financial Markets Division and General Manager, Sales and Trading, Bank of Qingdao

8:45am - 9:30am - China in a Global Asset Allocation Framework

Moderator: Bruce Myers, CFA, Managing Director, Cambridge Associates
Sara Gao, Managing Director, Value Connect Capital
Deborah Kuenstner, CFA, Chief Investment Officer, Wellesley College
Yuebing Lu, Vice Chairman of China Funds at Siguler Guff; Investment Committee Member, BRIC Opportunities Funds

9:30am - 9:45am - BREAK

9:45am - 10:30am - Investing in Chinese Equities
Moderator: George Hoguet, CFA, Chesham Investments, LLC

Lianghong Dong, Deputy CEO, Bosera Funds
Bin Shi, Ph.D, CFA, Senior Vice President, Portfolio Manager, and Quantitative Research Analyst, Acadian Asset Management
Courtney Wei, CFA, Portfolio Manager, Executive Director, China AMC (HK)

10:45am - 11:15am - What is the next Alibaba? A Focus on Chinese Tech Shares
Brian Chen, CFA, Partner and Portfolio Manager, Clough Capital 


Logo


BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/Investment and related areas between US and China. Main activities include monthly seminars/gatherings, training services, and roadshows. info@bcicglobal.org (http://bcicglobal.org/).

轉載

波士顿华人投资协会5月北美路演精彩落幕

2017-05-09 李宇超 波士顿华人投资俱乐部
关注公众号获取更多BCIC活动资讯!
官方网站:www.bcicglobal.org
为加强美国和亚太地区的商业伙伴关系,为中美跨境投资搭建桥梁,波士顿华人投资协会(BCIC)依托波士顿地区的产业优势,于2017年55日举行了一场北美路演,为人才、技术和资本交流提供一个高质量平台。本次路演包括三个组成部分:生物科技,金融科技,以及量化投资。主办方(BCIC)有幸邀请到了来自国内外的知名资本方,以及美国的优质项目参与路演。
在生物科技路演环节,共有8家初创企业参与。Pitch公司包括Capten (Immuno-oncology), Nueform Pharmaceuticals (Deuterium Modified Chemicals), LRRK Therapeutics (Parkinsons), WntRx (Oncology, Wnt pathway), Cam Med (Drug Delivery System), ZSFab (3D Printing of Joints), Gracomics LLC (Microfluidic Chip) 以及BrainCo (Brain Technology)。出席路演的还有来自红杉资本,F-Prime Capital, China AMC Private Equity, 易联资本 (Eastern Link Capital),天津滨海创投投资管理公司,VcanBio USA, Frees VC, Kaitai Capital, Spartacus Capital, CUBIC, InTeaHouse, Mass Ave Capital, Boston Angel Club以及First Rice Capital的二十几位资本方代表和行业专家。路演过程中,资本方与项目方积极互动,双方也于路演结束后进行了深度交流。
在量化投资环节,波士顿华人投资协会有幸请到中国人民大学的教授及博士生导师,ChinaPost Hongxin Investment投资总监,武汉宏源环球的研究主任,George Xiang. 向教授在一小时的讲座中,和大家分享了他在量化模型开发及Alpha分解的经验及看法。在座的量化投资人士与向教授充分互动,现场气氛热烈,大家收获满满。
在接下来的Fintech路演环节,参与路演的项目方有Even-Better (Quantitative Financial Technology), Cinch (Personal Financial Manager), Digital X (Blockchain Development Technology), WiseRisk (Currency Risk Solution), Wealthsimple (Passive Investment App), 以及Coalesce Info (Personalized Research App)。这些路演公司处于不同融资阶段(包括已上市公司),在场的波士顿地区的金融职业人士以及来自中美的资本方,均对参演项目反映热烈,会后问答交流超过三小时。
感谢参与本次活动的诸位资本方与项目方,同时感谢BCIC的赞助方易联资本(EasternLink Capital), Insigma Hengtian Software以及本次活动的赞助方InTeahouseBCIC团队将再接再厉,在未来的时间里继续挖掘美国优质项目,为中美跨境投资贡献力量。
参与5月路演的资本方(部分)与波士顿华人投资协会(BCIC)主办人员合影
波士顿华人投资协会(BCIC)团队(部分)合影

波士顿华人投资俱乐部(Boston Chinese Investment Club, or BCIC)是由波士顿华人金融投资人士(The Chinese Finance Association Boston Chapter)于2010年发起的并已正式注册的非盈利性组织。协会总旨是促进波士顿以及其他地区的华人金融业界的社会交流和专业投资讨论。BCIC经常性地组织各种研究和交流活动,为广大会员提供职业社交和培训服务,并积极为中国金融业的发展提供人才和建议。想加入BCIC的mailing list获取最新活动资讯和求职信息,请联系我们或者发送邮件至boston.chinese.investment.club@gmail.com.
如果您有意参与协会未来的路演活动,欢迎提前联系我们。项目方请将商业计划发送至:roadshow@bcicglobal.org。投资方或赞助方欢迎致函:info@bcicglobal.org

 点击阅读原文查看本次路演详情。

波士顿华人投资协会中美路演日

邀请函 

波士顿是美国东北部高等教育和医疗保健的中心,其科研、金融与生物工程等领域的成就闻名于世界。为促进创新和加强美国和亚太地区的商业伙伴关系, 波士顿华人投资协会依托波士顿地区的产业优势,将于5月5日举行一场北美路演,为人才、技术和资本交流提供一个高质量平台。路演将包括三个组成部分:量化金融投资,金融科技,以及生物科技。

如果您是初创或成熟公司,且有意与中国资本方合作,我们诚邀您加入此次路演活动。本次路演专注但不限于推广有策略产品的量化金融投资初创团队,运用金融科技、人工智能、以及大数据的初创资管公司,生物科技公司,特别是拥有医疗设备或种植体技术的初创公司,或者其他高科技产业的成熟公司。 

如果您是资本方,我们将为您搜集高质量的初创和并购公司,为您提供优质的投资机会。波士顿华人投资协会拥有2000多名会员,在大波士顿地区从业人员中具有广泛的影响力,且具备集中的资源优势。我们有一支成熟的管理团队,团队成员来自各相关行业且具备资深的从业经验。我们将基于对行业与趋势的深入理解,为您寻找合适的投资项目及合作方案。
 
如果您是专业人士、学生或是其他对此次中美路演感兴趣的个人及团体,波士顿华人投资协会诚邀您参与,我们将为您提供一次与初创团队及资本方互动的深入体验。


Boston Chinese Investment Club Sino-US Roadshow

Invitation

As the center of education and health care in the United States, Boston is well known in the world for its achievements in finance and biotechnology. To promote innovation and to strengthen business relationship between the United States and the Asia-Pacific region, the Boston Chinese Investment Club will leverage Boston’s industrial advantages and host a China-US roadshow on May 5, 2017. Providing a high-quality platform for talent, technology and capital, the roadshow consists three sections: quantitative investing, financial technology, and biotechnology.

If your companies are interested in the capital from China, we invite you to join the roadshow. BCIC Sino-US Roadshow focus on, but is not limited to, the promotion of strategic financial investments in quantitative finance start-up teams with strategic products; start-up teams with technology such as financial technology, artificial intelligence, and big data technology; biotech companies, particularly start-ups with medical devices or implants; or any other mature companies in the high-tech industry.

If you are a venture fund or private equity, we will collect high quality companies to provide you with the first class level investment opportunities, including startups and M&A. The Boston Chinese Investment Club has more than 2,000 members and has a great impact in the Greater Boston area. We have a mature management team, members of which are from relevant industries and have rich experience in business practice. Based on the thorough understanding of the industry, we are able to find you attractive investment projects to add value to your pipeline.

If you are a professional, student or other individual and group interested in the BCIC Sino-US Roadshow, the Boston Chinese Investment Club invites you to join us. We will provide you with an in-depth experience of interacting with the start-up teams and venture funds and private equities. 



Roadshow Description
The Sino-US Capital Roadshow in May will include three sections
  • Biotech (professionals or investors only): products/services in various stages that are friendly to Chinese capital to participate as angel investors, VC or PE investors
  • Fintech (open to everyone): products/services in various stages that are friendly to Chinese capital to participate as angel investors, VC or PE investors
  • Quantitative Trading (open to everyone): teams with track records and concrete models that are proven effective in the US or Chinese secondary capital markets
Each selected team will have 10-15 minutes to present their projects to investors, followed by 10 minutes of Q&A.

Time: 5/5 2:00-9:30pm
Venue: Boston (exact address will be notified once you sign up)
Language: English
Fee: Free ( we will offer pizza and drink) 
Registration:


Agenda
2:00-5:00 pm Biotech session
6:00-7:00 pm Quantitative Trading session
7:00-9:30 pm Fintech session


Contacts
Teams with funding needs: please contact roadshow@bcicglobal.org with your business plan(< 1000 words)
Investors/Sponsors: please contact info@bcicglobal.org


Organizer

Logo
BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/Investment and related areas between US and China. Main activities include monthly seminars/gatherings and training services. info@bcicglobal.org (http://bcicglobal.org/).




Facilitator
Inline image 1
BA FinancialBA Financial Corp is an investment advisory and financial training firm (http://ba-financial.com). Partnered with BCIC, its financial training program is known as Boston Academy (http://ubostonacademy.com



Sponsors
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Eastern Link Capital: (http://www.easternlinkcapital.com/)

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Insigma Hengtian Software: (http://www.hengtiansoft.com/)




Participating Funds

•    Sequoia Capital
•    F-Prime Capital
•    China AMC Private Equity
•    Eastern Link Capital
•    Tianjin Binhai VC Investment Management Co., Ltd
•    VcanBio USA
•    Spartacus Capital
•    CUBIC
•    InTeaHouse
•    Mass Capital
•    Boston Angel Club
•    First Rice Capital
•    And more

自2003年,中国第一只阳光私募基金(投资于二级证券市场的私募基金)成立以来,私募行业一直呈现爆发式的增长。截至2016年底,私募基金管理资产总额突破10万亿人民币,规模首次超过公募基金。作为大资管时代最活跃的载体,阳光私募基金未来面对着怎样的机遇与挑战?阳光私募基金对人才的需求又是如何?4月10日晚@MIT Sloan商学院,我们邀请到私募中坚耀之基金与您一同探讨国内阳光私募基金的现状与未来。

耀之基金将在活动后介绍现有招聘职位并现场收取简历(含针对在校生的职位和针对在职人员的职位)。职位详情将后续在BCIC平台发布,敬请有兴趣的会员密切关注!

地点:MIT E51-345 (教学楼入口地址为 2 Amherst Street, Cambridge, MA)

时间:2017/4/10 (周一)
6:45 - 7:30 PM Networking (in the hallway)
7:30 - 9:30 PM 交流会
工作语言:中文
注册方式:点击以下链接,或复到地址栏



【嘉宾介绍】

上海耀之资产管理中心(有限合伙)成立于2011年7月,是中国首批专业投资固定收益市场的私募资产管理机构,同时也是中国证券投资基金业协会会员、中国证券业协会会员。
2014年3月,上海耀之成为获准开展私募证券投资业务的金融机构:跻身首批50家完成中国证券投资基金业协会登记的私募投资基金管理人,是其中唯一一家致力债券领域投研的专业机构。发展至今,耀之已然置身该领域的领军行列。
目前上海耀之的投资范围已经涵盖债券市场、利率衍生品,及股票量化等,并且均取得了优于市场同类策略的业绩表现。
上海耀之于2015年在香港设立耀之国际资产管理有限公司,并于同年9月获得香港证监会9号牌照(资管业务),次年获得4号牌照(证券投资咨询业务)。
截止最新数据,耀之累计管理资产规模已超240亿元人民币,是最早突破百亿资产管理规模的私募之一,亦是中国百亿私募指数成分公司。合作机构已覆盖90%以上股份制银行,同时与大部分优秀的证券公司、信托公司、期货公司、基金公司,以及其他金融公司建立了长期良好的合作关系

王小坚,耀之基金总经理

2011年创立耀之基金。中国人民大学经济学硕士,十五年以上固定收益研究与投资经验,路透专栏撰稿人。历任太平人寿保险有限公司投资部投资经理,太平资产管理有限公司投资经理,瑞银财富管理(UBS Wealth Management),环球资产管理投资(UBS Global Asset Management)组合经理。参与设计并管理瑞银财富管理在中国的第一支独立管理产品。

马嘉伦:耀之基金副总经理

中央财经大学经济学学士、英国伯恩茅斯大学工商管理硕士。十五年以上投资银行及财富管理经历。历任北京证券收购兼并部高级经理、创新业务部总经理、经纪业务总监助理,瑞银财富管理副董事、广州营业部经理。

李超逸:耀之基金量化基金经理

清华大学电子工程系学士,辅修经济学;美国卡内基-梅隆(Carnegie Mellon)大学信息系统与管理系硕士。CFA持证人,7年以上量化投资经验。曾在美国高盛集团(Goldman Sachs),威灵顿基金(Wellington Management)任职,先后担任量化分析师、基金经理,参与管理超过10亿美金的股票量化策略投资组合

张丽丽:耀之基金市场部主管





【文末彩蛋】

BCIC年度大戏“中美资本路演日”将登陆波士顿,紧锣密鼓的筹备工作正在进行中!

中美资本路演日”将为中美资本和项目搭建一个广阔、便捷、可信的平台,帮助资本和项目实现“零距离”洽谈对接。项目内容将涵盖量化金融投资(量化对冲、高频、算法交易等策略)金融科技(FinTech,人工智能/大数据在资管中运用,...),和生物科技(影像设备外的医疗设备、精准医疗, 制药,种植体)等方面。

如您是有合作意愿和资源的资本方和项目方(创业个人/团队、初创公司或待并购公司),欢迎垂询路演日联系邮箱 roadshow@bcicglobal.org.

强强联手,巅峰盛典,敬请关注!
特朗普当选美国总统,全球经济金融专家哗然一片。他和首席战略顾问Steve Bannon更是在国防外交上突破传统,在世界经济合作上从”多边”变为”双边“,对于“一个中国”等中国多年以来坚持的外交政策不以为然。在竞选途中,他多次强调要“教训”中国,指中国“汇率操控”。他是真无知,还是另有企图?中美两国作为全世界最大的两个国家,双边关系至关重要。美国是中国最大的贸易伙伴国之一,在国际政治上两国也有着微妙的抗衡关系。3月17日,中央财经大学国际金融研究中心主任、金融学院原院长(2006-2015)张礼卿教授为我们讲解特朗普执政下中美关系对中美经济的潜在影响。
-Topic:Trump执政对中美经济的潜在影响

Presenter: 
张礼卿教授, 中央财经大学金融学院教授、国际金融研究中心主任、全球金融治理协同创新中心主任,校学术委员会委员,金融学院原院长(2006-2015)

VenueMIT E51-345

Date:3/17,Friday,
6:45pm-7:30pm Networking (in the Hallway outside the classroom)
7:30pm-9:00pm Seminar

Language:Chinese

Registration: https://docs.google.com/forms/d/e/1FAIpQLSeMsyeNPij4z0mnsymiYiAXM4yuFZxh6NNayxfQtbFuns9XyA/viewform


张礼卿教授
中央财经大学金融学院教授、国际金融研究中心主任、全球金融治理协同创新中心主任,校学术委员会委员,金融学院原院长(2006-2015)。享受国务院政府特殊津贴,入选“新世纪百千万人才工程(国家级)”、教育部“新世纪优秀人才支持计划”、财政部“跨世纪学科带头人支持计划”,以及美国富布赖特学者(Fulbright Scholar)。获北京市优秀教师称号、鸿儒基金会金融学杰出教师奖。毕业于中国人民大学经济学院,获经济学博士学位。曾在美国哥伦比亚大学、皮特森国际经济研究所、荷兰蒂尔堡大学、澳大利亚国立大学和世界银行等机构担任高级访问学者。
兼任中国世界经济学会副会长、中国国际金融学会副秘书长、中国城市金融学会常务理事、中国国际经济关系学会常务理事、中国高等教育学会金融学专业协作组主任委员、亚太经济与金融论坛主席、中国人民银行金融研究所学位委员会委员等。研究领域为国际金融和宏观经济。曾主持国家自然科学基金项目、国家社会科学基金项目和教育部重大攻关项目。在中外学术刊物发表论文100余篇,出版学术著作和教材20余部(包括主编和合著)。
目前,在哈佛大学费正清中国研究中心进行为期半年的学术访问。


China-US Lawyers Forum

Time:
March 18th, 2017. 10:00AM - 06:00PM
Location
Countway Library (Harvard), 10 Shattuck St, Boston, MA 02115
Speakers:
10+ well established attorneys from prestigious law firms in USA 20+ visiting attorneys from World Youth Lawyer Forum in China

Objectives:

  1. Excellent opportunity to start collaborations with well-established lawyers based in US and well-established lawyers based in China.
  2. Discuss and share practical challenges of legal service industry in US & China.
  3. Perspective of global legal service industry in a changing world of economic uncertainty, political shift and disruptive scientific innovation.

Agenda:

10:00-12:25AM
Registration, refreshment
10:25-10:30AM
Opening Remarks: Tim Hu, Co-organizer, BARN Association
10:30-11:00AM
Jeff Clark, J.D. & M.D.: Intellectual Property Protection in the USA (Taking Example of the Gene Editing CRISPR/Cas9 Patent)
11:00-11:30AM
Connie Dai: J.D. MBA: Protection of Intellectual Properties and Trade Secrets
11:30-12:00PM
Timothy K. Cutler, J.D. Resolving Commercial Disputes and Litigation in the U.S.A.
12:00-12:30PM
James Heffernan, J.D.: Choice of Entity Considerations in Commercial Real Estate Transactions.
12:30-01:00PM
Lunch and network
01:00-01:30PM
Louis Liu, J.D.: Legal Considerations during Merger and Acquisition
01:30-02:00PM
Linda Ji, J.D.: Avoid Pitfalls in Cross-border Transactions.
02:30-03:00PM
John Bliss, J.D./Bryon Fong, J.D.: Observe Corporate Laws in the USA.
03:00-03:30PM
David Woronov, J.D.: Importance of Due Diligence and Beyond in International Transactions
03:30-03:45PM
Coffee Break
03:50-04:30PM
Panel Discussion of lawyers based in USA. Moderator Jeff Clark
04:30-05:10PM
Panel Discussion of lawyers based in China. Moderator: Zhang-Tang, co-organizer. World Youth Lawyer Forum
05:10-05:15PM
Closing remarks, Julia Zhao, Co-organizer, BARN Association
05:15-06:00PM
Refreshment, Network

Panel Discussion Topics:

  1. Discussion of modes, forms, scales and possibilities of legal service cooperation between China and US;
  2. Sharing of innovation mechanism of Chinese and US law offices, including the management mode, the resource development mode, the salary system, the training and improvement of lawyers and innovative legal products and services;
  3. Cross-border training, communication, internships and employment for Chinese and US lawyers;
  4. Strategic alliance and project sharing, business resource sharing model between Chinese and US legal service industry.

Fee: $80 per attendance

Registration:
https://china-us-lawyer-forum.eventbrite.com


John Bliss holds a JD from Berkeley Law (2010) and recently completed his PhD in UC Berkeley’s Jurisprudence and Social Policy Program. His dissertation, The Dynamics of the Professional Self: Findings from Law School and Early Law Careers, examines law school socialization through interviews, ethnography, and identity mapping. At the Center on the Legal Profession his work focuses on lawyer role distancing (forthcoming in Law and Social Inquiry), pro bono rationales and case selection in AmLaw firms, and professional identity formation among Chinese lawyers.

Acknowledgements:

  1. Zodigrand Asset Management
  2. Lex Magister
  3. McCarter & English, LLC
  4. Rich May P.C.



BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/Investment and related areas between US and China. Main activities include monthly seminars/gatherings and providing services to members. If you want to join the mailing list for future activities, please send email to boston.chinese.investment.club@gmail.com (http://bcicglobal.org/).
BCIC 2017 首聚:大咖谈 - 金融创业在北美

从2016开始中国资本市场进入寒冬,而北美资本市场方兴未艾,尤其是传统的金融资管行业也处于一个大变革时代,各项新技术的产生也在不断推进这个行业的发展。易联资本创始人合伙人/CEO侯玉东先生将和大家分享传统金融行业的变化,如何顺应时代的变化抓住身边的机遇。

Topic: 金融行业人士在北美资本市场的创业机遇

Presenter: 侯玉东先生, 易联资本创始合伙人/CEO

Date:1/20,Friday, 7:15pm-9:00pm

Venue:MIT E51 (we will notify you the room number via email)

Language:中文

Registration: https://docs.google.com/forms/d/e/1FAIpQLSf90DgQZQNGEWWEOPJvXlsP_YU_6J3iGhur7gM1LtboN8aTvQ/viewform


* Pre-event social mixer from 5:30pm - 7:15pm at Champions (50 Broadway, Cambridge, MA 0214).


简历:
侯玉东先生

易联资本创始合伙人/CEO。曾担任广发证券资产管理部总经理、投资银行总部副总经理,以及做为中国证监会核准的证券公司高管任职资格(2003-2007),担任广发北方证券公司(原人民银行直属锦州证券)董事及常务副总经理;做为持有证券从业资格执照(Series 7 )人员,曾任职美国最早的四个共同基金管理公司之一的万达尔.瑞德(Waddell & Reed Financial)以及美国第五大综合类证券公司爱德华.琼斯(Edward Jones);曾负责IDGVC(现IDG资本)和IDG中国公司财务工作。哥伦比亚大学商学院MBA,波士顿Suffolk University金融学硕士及北方工业大学会计学专业(学士)。


Organizers

BCIC (Boston Chinese Investment Club): Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/Investment and related areas between US and China. Main activities include monthly seminars/gatherings and providing services to members. If you want to join the mailing list for future activities, please send email to boston.chinese.investment.club@gmail.com (http://bcicglobal.org/).

Saturday, December 17 at 6 PM - 10 PM
557 Cambridge St, Boston, Massachusetts 02134
"Asia Night Boston"
Make new friends, Language Exchange, Food, Music, Anime, Cosplay.
Please check our meetup page as well↓
http://meetu.ps/e/CfmlQ/yJyLJ/a
Asia Night Boston is an event organized with an intention to spread diverse Asian culture, traditions, customs, and 
bond our hearts together in Boston.
Everyone is welcome to come make new friends, find language exchange partner, and experience Asia! Please come share 
your own culture, tradition and customs! If you are interested in Asia, want to visit or live in Asia, make international friends, stick together and show love, this is the event for you! 
Press ”going” on event page to sign up for a Raffle Contest to win a special prize from all over Asia.
Cosplay is welcome! Our staff love the anime and manga culture of Japan. We will give out special prizes to the winners of the Cosplay Contest.

Performers from Asia and Boston
Vendors from all over Asia
Music from Asia (J-pop, K-pop, C-pop, and more)
Musicians from Berklee College of Music
Anime and Manga
Cosplay Contest
Comedy 
Idols and Maids
Free Asian food and drinks
You can bring your own food and drinks as well! (No alcohols)
Free language lessons by teachers from Asia (Japanese, Chinese, Korea, Hindi, Thai, Fillipino, and more)
..........................................................
Date&Time: Dec.17th Saturday Door 5:30PM Starts 6PM - 10PM
Place: A2C Productions Special stage at 30 Gordon St. Allston MA 02134
Tickets: 
Pre-sales: $10 
https://www.eventbrite.com/e/asia-night-boston-tickets-29723177825
Door:$15
6pm-10pm
All-Ages Event
Purchase a Pre-sales ticket before 12/3 to get free Asian food/drink, holiday gift, and to double your chance to win the raffle contest! 
Due to the limited amount of food/drink/space, door tickets will not be available if Pre-sales tickets are sold out. 
How to get there:
A2C Productions Special stage, 30 Gordon St. Allston, MA 02134
https://goo.gl/maps/wKOzV
Green B line at Warren Station.
https://goo.gl/maps/Jq3WQ
Root 66 Bus Stop:Cambridge St. & Hano St.
https://goo.gl/maps/coTynvFFfLN2
Root 57 Bus Stop:Cambridge St. & Gordon St.
https://goo.gl/maps/WivrdCty6sD2

Need more information?
617-702-2260
Info@A2CProductions.com

..........................................................
Performers:
ZeRO(Boston)
motto (Boston)
Lincé Leon (Boston)
REAKT (New York)
Eunsea Min (Boston)
Rogue (New York)

and more!

Vendor:
Japanese Food Creator "mAki" (Boston)
"Karaage" (Japanese style Fried Chicken)

It's X'mas holiday season! We will celebrate the holiday of X'mas together! We will give out presents to winners of raffle and cosplay contest.

Looking for performers, vendors, featured cosplayers, and sponsors! 
Please message Riuta Reakt on Facebook.

This event is a good opportunity to make new friends, find a language exchange partner, and enjoy Asian Culture. It's a good chance to increase your network of friends and contacts. Come alone or bring your friends!


52Hz, I LOVE YOU PRE-RELEASE SCREENING
North American Tour - BOSTON

filmed by Wei, Te-Shang (魏德聖)
Special guest for Q&A: Actors & Actress on 11/4 and Wei, Te-Shang on 11/20.
RSVP Nov 4 at Devlin Hall, Boston College https://52hzboston.eventbrite.com
Contact Yafen 617-528 0668, move info https://yafenbos.wordpress.com/

睽違已久,魏德聖最新作品《52Hz, I Love You》──波士頓搶先上映! 走過《賽德克巴萊》和《KANO》的沉重歷史,魏德聖這次拍出了台灣首部音樂劇電影《52Hz, I Love You》,大膽起用新面孔與原創樂曲,詮釋台北的都會愛情故事。滿溢著甜蜜幸福,不僅讓人重溫《海角七號》的感動,在動人的音樂旋律中,找回愛的勇氣與美好。 《52Hz, I Love You》即將在北美40多個城市聯合巡迴播映,演員和導演也將隨團與各城市的台灣鄉親見面。魏德聖期待透過電影、音樂、演員的交流,讓更多人看見現代化的台北樣貌、和人們生活其中的感受。波士頓將於11/4(星期五)下午7:00在Boston College、11/20(星期日)下午5:00在MIT搶先放映,並安排演員或導演與觀眾座談。

電影票價: $20
10/27前購票享早鳥折扣:$10


講者:陳良基教授(臺灣大學電機工程學系特聘教授與學術副校長)
講題:臺灣大學推動創意創業的努力與展望。
時間:7pm, Thursday, Aug/27th
地點:Harvard University, Science Center, Hall A
(1 Oxford St, Cambridge, MA 02138)
各位朋友大家好!很高興有機會可以請陳老師百忙之中,抽空跟我們分享他在臺灣大學推動創意創業的經驗與未來的展望。2008年陳老師在國立臺灣大學創立創意創業學程。現在是國立台灣大學電機工程學系特聘教授與國立臺灣大學學術副校長。歡迎對教育,創業與激發創意有興趣的妳/你八月二十七號晚上七點一起來跟陳老師聊聊。
這是公開的活動,有興趣的朋友請在臉書上的 “Event” 按 “going”。 謝謝!


BTBA 近期三項活動公告:
[Annual Hiking] 8/29 (六) 9:30am hiking@Blue Hill, 12:30pm lunch@珠媽廚房,詳情請看FB Event:https://www.facebook.com/events/1614547278816301/
Google form報名表(安排carpool用):http://goo.gl/forms/C0vwjseuEq
[Seminar] 8/31 (一) 6:30-8:00pm@CLS12007, Longwood
“Career Opportunity for Scientific Talents and Entrepreneur in Taiwan Biotech Industry” by Dr. Du-Shieng Chien 簡督憲博士 from TaiRx
[Workshop] 9/13 (日) 3:30-5:30pm location: TBD in Cambridge
"The first step to cross death of valley in Taiwan: from discovery to preclinical" by Dr. Sih-han Janice Wang 王思涵博士 from SIIC, Taiwan
後面這兩個活動的詳細內容會在之後FB Event建立之後再補上。
BTBA 2015-2016 活動即將開跑!
目前即將招募新血,一起計畫明年的Symposium內容,及平時活動
[BTBA Symposium 1st Meeting] 9/13 (日) 1:30-3:30pm location: TBD in Cambridge. 這是第一次的見面會,請大家把時間空下。願意來加入BTBA的朋友,請填一下基本資料:https://goo.gl/NFbwGo 謝謝!FB Event:https://www.facebook.com/events/137060839968491/
[Keynote Nomination] 大家希望明年能聽到誰來給Keynote? 除了過去提名名單(https://goo.gl/ZbyN5X)外,請大家到以下網頁填寫提名名單(https://goo.gl/xXujcY),一週後我們會開放投票,投票截止日期是9/13中午。
Annual BTBA Hiking- Blue Hills Reservation.
Annual BTBA Hiking- Blue Hills Reservation.
哈囉大家好, BTBA 年度登山活動又來囉,歡迎新朋友與舊朋友一同去野外郊遊
地點在 Blue Hills Reservation,約距離波士頓半小時車程。
日期為 8/29 星期六早上九點半,有意願的請於 8/24 以前填寫回覆問卷,以便安排活動細節如接送等,並於 FB 活動頁面上按加入。
問卷調查表:http://goo.gl/forms/C0vwjseuEq
(已經填過的,麻煩在活動頁面上按加入喔。)
Blue Hills 官方網站: http://www.mass.gov/…/region-so…/blue-hills-reservation.html

八月的 CafePhilo@Boston

八月的 CafePhilo@Boston,將請到三位熱血的台灣大學生. 去年318太陽花運動時還是高三學生,進入大學後即參與台灣教授協會的「青年深根計畫」,在接受為期一星期的URM訓練(台灣教授協會委託林宗正牧師代訓)後,正式加入獨立青年陣線並成為主要幹部。王詩婷同學目前為《極光電子報》(台灣教授協會與北美洲台灣人教授協會共同出刊)「獨青專欄」負責人,吳姍珊同學與蔡喻安同學則為獨立青年陣線北區執行委員。
<This event will be held in Mandarin 這次的活動將以中文進行討論!>

時間:8/14 星期五 7:30pm
地點:212 Elm Street, Somerville
感謝大家的支持!

Speaker 簡介 
• 蔡喻安|目前就讀台灣大學歷史系一年級,獨立青年陣線北區執委、台南女中轉型正義推動組織「南蠻」創始成員、布袋嘴文化協會青年志工。目前在轉型正義與原住民文化兩個領域努力地耕耘中,同時參與諸多地方文化事務,希望能透過認識自己的家鄉和文化來尋找「我是誰?」,並且思考未來我們「到底想過什麼樣的生活?」。很多朋友會問說,你們這些在抗爭、在參與社會運動的人到底在想什麼?老實說好像也沒有特別想什麼,我們只是對於台灣的未來、對於我們的生活,有我們自己的想要而已。其實,我的願景就是那些,原住民要自治,台灣要獨立,而年輕人應該要有尋找自己認同和文化的機會。其實真的就是這麼簡單而已,如果每一個青年都有三個願景,貢獻自己在這三個願景中,彼此幫忙彼此的願景,然後,我們就會擁有一個很美麗的台灣。

• 吳姍珊|目前就讀海洋大學運輸科學系一年級,校內主要活動於海大消波塊 (異議性社團)、新聞社,將於下一學年擔任學生議員;校外目前以獨立青年陣線為主,北區執委,主要負責左岸沙龍的部分。高中是影響我很重要的一個時期。演辯社教我如何思考辯證;人社班帶我從另一個角度看待社會。而高二人社專題,因為選擇了旺中案來撰寫,所以開始關注社會議題。開始想要努力去阻止一些不好的事發生,想要為臺灣為自己的家盡一份心力,哪怕是再微薄。也是從這時候開始對自己身分、土地有強烈的認同。然而雖然我們生長在一個看似相對開放自由的時空下,但也僅僅是相對而已。在這參與的短短幾年內,仍然遭受過一些壓迫和歧視,只因為我身為女性,只因為我是年輕世代。比如當我們為言論自由抗爭,許多大人指責我們被操縱、不懂事,甚至是不知足(相較於他們的世代);比如當我們投身於許多運動之中,他們說女性不應該參政,女性應該退居二線。可是。幸好遇見一群很好的夥伴,一起努力將這些刻板價值觀以及成見,化成更好的理想和藍圖,比如一個平等自由的台灣,比如一個性別友善多元價值的台灣,比如一個互相尊重理解包容的台灣。

• 王詩婷|目前讀清華大學人文社會學院學士班一年級,獨立青年陣線北區成員,風起Uprisings(新竹社區在地刊物)秘書兼編輯,基進筆記(異議性社團)成員。目前打算專心在基筆接幹、在獨青耕耘社會議題。對於社會議題的接觸,是從高一參加演辯社開始,包含「死刑存廢」、「性工作」等,但主要學習到的是思辨與批判。高一暑假參加了人社營,實際走入與台大有土地爭議的紹興社區,是我關注社會議題的正式啟蒙。高二人社班專題寫了和性別相關的文本探析,對於父權體制下的不平等有所警覺,企圖改變。大抵是雜食性偏食動物的概念。其實說起來,大學生活到現在沒有太多建樹,大抵只有Free the Nipple算是我努力實踐的一步吧。目前主要關注的是性別議題,對於台獨也很關心。以前不敢大聲說台獨,但我想我正好遇上了不台獨不行的時代,不願意被溫水煮青蛙。雖然現在我的台獨論述還有許多不足,但我以台獨願景、以身為台灣人為傲。並希望在這一塊有更多女性的參與、女性在社運與地方的努力也都能被看見。相信許多人在不同領域不斷努力、相互交流,經過五年、十年、數十年,台灣應該會往美好的方向走,結出心願的成果吧。

• 張信堂|目前為台灣教授協會會長、「青年深根計畫」主持人。曾任台灣國家實驗研究「科技政策與資訊中心」研究員、大同大學「和平與安全研究中心」研究員並兼任物理教授。留美期間,曾任「台灣學生社」發行人、台灣獨立建國聯盟美國本部主席。

<This event will be held in Mandarin 這次的活動將以中文進行討論!>
時間:7/7  星期二 7:00pm
地點:212 Elm Street, Somerville

講者:
李惠仁導演
曾任20年的攝影記者,現為獨立公民記者。曾耗時六年追查禽流感疫情,自費百萬完成紀錄片"不能戳的秘密"揭發政府相關官員隱匿禽流感疫情,此片也因此得到卓越新聞獎肯定。
**紀錄片連結:
<<不能戳的秘密>>:https://www.youtube.com/watch?v=Jcs7hA5iwZE
<<不能戳的秘密2國家機器>>:https://www.youtube.com/watch?v=ehjI4nGAxZY

林祖儀先生
沃草網路平台現任執行長,割闌尾計畫發言人。2012開始透過網路社群推廣公民理念與社會企業案例。2013年開始即積投入各式台灣公民運動,2014年九合一選舉舉辦"市長給問嗎"的網路平台,以新媒體方式改編選舉文化。目前沃草固定推出國會無雙短片,用網路的力量揭露立委問政實情,監督國會。
**網路平台連結:
沃草Watchout: http://watchout.tw/
割闌尾計畫:http://appy.tw/

感謝大家的支持!



MJNE 2015 Annual Conference 6/20

MJNE Annual meeting entitled “From Genomics Data to Business Opportunities.”  This is a very special event co-hosted by US-Taiwan Business Club and BTBA.  Come join us to learn about translating genomic research to business opportunities in disease therapeutics.     

Time:                   9:30 am to 5:00 pm June 20, 2015  
Place:                  Microsoft Technology Center 
                            (255 Main Street, Cambridge, MA 02142)
Registration:      2015 MJNE Annual Meeting

新英格蘭玉山科技協會將舉行「從基因體學到生醫產業機會」年會

麻州劍橋市, 2015年六月九日, 新英格蘭玉山科技協會將於2015六月二十日假微軟技術中心 (Microsoft Technology Center, 255 Main Street, Cambridge, MA 02142) 舉行2015年會 the US-Taiwan Business Club Meeting,主題是「從基因體學到生醫產業機會」。本次年會邀請到多位傑出講者,並與 the US-Taiwan Business Club 及波士頓台灣人生物科技協會共同舉辦此次活動。

新英格蘭玉山科技協會將由近年來生物科技的進展,從不同面向探討基因體學跟生醫產業機會的交會點。近來新進診斷工具及治療策略的蓬勃發展已大幅開展了醫療相關市場。目前已邀請到的講者包括:中研院副院長及基因體中心特聘研究員陳建仁博士;比翼資本創始合夥人何淑圭副董事長;生命科學國度顧問公司 Michael Quigley研究主任;台灣生技整合育成中心醫務長陳恆德博士; Momenta 製藥公司首席科學家及新英格蘭玉山科技協會會長曾宓博士。

歡迎各界免費報名參加本活動, 詳見報名網址:https://www.eventbrite.com/e/from-genomics-data-to-business-opportunities-tickets-17103672545

新英格蘭玉山科技協會凌美秀副會長說到:「我們十分期待此次研討會的傑出講者深入探討基因體學跟生醫產業機會。我們相信2015年會一定會為與會者帶來跟其他專業人士及生技或其他業界企業家極佳的交流機會。」

新英格蘭玉山科技協會是一個位在大波士頓地區的非營利組織。組織會員包括科學技術相關領域專業人士,一致的共識是藉由不同專長領域之間的活絡交流及合作可以更有效促成創新及創業機會。新英格蘭玉山科技協會是全球玉山科技遍佈於北美及亞洲的八個分會之一。


作者: 吳夢蘋,李湘盈