Fireside Chat with Healthcare Innovation Hubs
Harvard Life Lab,
Harvard Innovation Lab,
and Hong Kong Science and Technology Parks Corporation (HKSTP)
Welcome to a Fireside Chat with some of the world's foremost incubators, where groundbreaking ideas come to life and innovation thrives. Today, we have the privilege of engaging in a conversation with representatives from three prestigious institutions that have played a pivotal role in shaping the landscape of entrepreneurship and technology: the Harvard Life Lab, the Harvard Innovation Lab, and the Hong Kong Science and Technology Parks.
Throughout our Fireside Chat, we will delve into the unique approaches and methodologies these incubators employ to nurture startups, the success stories that have emerged from their programs, and the broader impact they have on the global innovation ecosystem. Our goal is to uncover the secrets behind their success, share valuable insights for aspiring entrepreneurs, and explore how these incubators are shaping the future of technology and business.
Date:
01/18/2024 20:00pm EST
01/19/2024 09:00am BeijingTime
Registration Link:
Biography of Speakers (Sorted by First Name)
Grace Lau, PhD
Head of Institute for Translational Research
Hong Kong Science and Technology Parks Corporation
In her role as Head of Institute for Translational Research in Hong Kong Science Park, Grace together with her team are responsible to drive transformation in healthcare by expediting the translation of innovative biomedical technologies to benefit patients and our society, establishing Hong Kong as a preeminent hub for biomedical innovation, product development and commercialization.
Grace is an all round professional and leader in the biopharma industry with over 20 years’ experience and expertise spanning across clinical research, regulatory affairs, sales and marketing and general management responsibilities in different market environments and geographic locations.
Prior to joining the pharmaceutical industry, Grace was an academic staff of the Chinese University of Hong Kong, and a guest lecturer for a number of other local and overseas institutions of higher education.
Jorge Cortell
senior advisor for health care and life sciences
Jorge Cortell is the senior advisor for health care and life sciences. A serial entrepreneur, Jorge has founded six bootstrapped and profitable startups (five exits and one shutdown, including a paper unicorn) in three countries and across five industries. His pioneering innovations in health care technology—used by hospitals in 15 countries to diagnose and treat millions of patients—span the areas of AI, precision medicine, clinical genomics, medical imaging, digital pathology, and augmented reality. During his time as venture partner at NLC, the largest health tech venture studio in Europe, Jorge also co-built seven startups.
As an educator, Jorge has delivered keynote talks at events like HIMSS and RSNA; given guest lectures at institutions like Oxford, Harvard, MIT, and Stanford; and taught innovation at the Polytechnic University of Valencia and the Open University of Catalonia. He was also an Innovation Fellow at the Harvard John A. Paulson School of Engineering and Applied Sciences’ Technology and Entrepreneurship Center.
Jorge is also a former professional basketball player and member of the European Commission Expert Group on Venture Philanthropy and Social Investments.
A first-generation college graduate from the University of Oxford (computer science), MIT (Entrepreneurship Development Program), and the University of Valencia (postgraduate in Medical Genetics), Jorge has received innovation and academic awards from NASA, California Governor, HIMSS, IBM, Digital Pathology Association, Frost & Sullivan, and the Wall Street Journal.
Tim Jarrett
Site Head - Life Lab
Tim Jarrett works across lab and general operations to provide residents with a curated entrepreneurial environment that promotes community, collaboration, and success. Prior to joining the Life Lab team, Tim established his career in the medical device and drug delivery realm at companies like Ocular Therapeutix and Instylla. Having worked on the bench as a scientist, and in the OR training physicians for clinical use, he has a passion for seeing ideas become a reality.
Tim received his BA in Cellular and Molecular Biology from Connecticut College. Outside of work, he loves to experience different cultures through food, travel and art.
Weng-Li YOON
PhD MBA
Associate Director (Therapeutics)
Institute for Translational Research
Hong Kong Science and Technology Parks Corporation
Weng Li is an R&D biotech leader with 20+ years of international experience in the startup and multinational corporation environment, based in the UK and Hong Kong.
In her current role at HKSTP, Weng Li and her team oversees the admission and support for all therapeutics companies in HKSTP with modalities such as small molecules, biologics, cell and gene therapy, Traditional Chinese medicine as well as nutrition. She also leads the Clinical Translational Catalyst which provides funding support for IND-enabling studies as well as clinical trials to HKSTP companies. In addition, she serves on the Joint Management Committee with Hong Kong University and Chinese University of Hong Kong to establish the PIC/S GMP pilot manufacturing facilities for cell gene and therapy.
Boston Chinese Investment Club
Boston Chinese Investment Club (BCIC) is a non-profit organization founded in 2010 with nearly 10000 members in Finance, Venture Capital, and various technology industries. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance and related areas between the US and China. Main activities include summits, conferences, and seminars. If you want to join us, please send email to boston.chinese.investment.
Fireside Chat with Healthcare Innovation Hubs
Harvard Life Lab,
Harvard Innovation Lab,
and Hong Kong Science and Technology Parks Corporation (HKSTP)
Welcome to a Fireside Chat with some of the world's foremost incubators, where groundbreaking ideas come to life and innovation thrives. Today, we have the privilege of engaging in a conversation with representatives from three prestigious institutions that have played a pivotal role in shaping the landscape of entrepreneurship and technology: the Harvard Life Lab, the Harvard Innovation Lab, and the Hong Kong Science and Technology Parks.
Throughout our Fireside Chat, we will delve into the unique approaches and methodologies these incubators employ to nurture startups, the success stories that have emerged from their programs, and the broader impact they have on the global innovation ecosystem. Our goal is to uncover the secrets behind their success, share valuable insights for aspiring entrepreneurs, and explore how these incubators are shaping the future of technology and business.
Date:
01/18/2024 20:00pm EST
01/19/2024 09:00am BeijingTime
Registration Link:
Biography of Speakers (Sorted by First Name)
Grace Lau, PhD
Head of Institute for Translational Research
Hong Kong Science and Technology Parks Corporation
In her role as Head of Institute for Translational Research in Hong Kong Science Park, Grace together with her team are responsible to drive transformation in healthcare by expediting the translation of innovative biomedical technologies to benefit patients and our society, establishing Hong Kong as a preeminent hub for biomedical innovation, product development and commercialization.
Grace is an all round professional and leader in the biopharma industry with over 20 years’ experience and expertise spanning across clinical research, regulatory affairs, sales and marketing and general management responsibilities in different market environments and geographic locations.
Prior to joining the pharmaceutical industry, Grace was an academic staff of the Chinese University of Hong Kong, and a guest lecturer for a number of other local and overseas institutions of higher education.
Jorge Cortell
senior advisor for health care and life sciences
Jorge Cortell is the senior advisor for health care and life sciences. A serial entrepreneur, Jorge has founded six bootstrapped and profitable startups (five exits and one shutdown, including a paper unicorn) in three countries and across five industries. His pioneering innovations in health care technology—used by hospitals in 15 countries to diagnose and treat millions of patients—span the areas of AI, precision medicine, clinical genomics, medical imaging, digital pathology, and augmented reality. During his time as venture partner at NLC, the largest health tech venture studio in Europe, Jorge also co-built seven startups.
As an educator, Jorge has delivered keynote talks at events like HIMSS and RSNA; given guest lectures at institutions like Oxford, Harvard, MIT, and Stanford; and taught innovation at the Polytechnic University of Valencia and the Open University of Catalonia. He was also an Innovation Fellow at the Harvard John A. Paulson School of Engineering and Applied Sciences’ Technology and Entrepreneurship Center.
Jorge is also a former professional basketball player and member of the European Commission Expert Group on Venture Philanthropy and Social Investments.
A first-generation college graduate from the University of Oxford (computer science), MIT (Entrepreneurship Development Program), and the University of Valencia (postgraduate in Medical Genetics), Jorge has received innovation and academic awards from NASA, California Governor, HIMSS, IBM, Digital Pathology Association, Frost & Sullivan, and the Wall Street Journal.
Tim Jarrett
Site Head - Life Lab
Tim Jarrett works across lab and general operations to provide residents with a curated entrepreneurial environment that promotes community, collaboration, and success. Prior to joining the Life Lab team, Tim established his career in the medical device and drug delivery realm at companies like Ocular Therapeutix and Instylla. Having worked on the bench as a scientist, and in the OR training physicians for clinical use, he has a passion for seeing ideas become a reality.
Tim received his BA in Cellular and Molecular Biology from Connecticut College. Outside of work, he loves to experience different cultures through food, travel and art.
Weng-Li YOON
PhD MBA
Associate Director (Therapeutics)
Institute for Translational Research
Hong Kong Science and Technology Parks Corporation
Weng Li is an R&D biotech leader with 20+ years of international experience in the startup and multinational corporation environment, based in the UK and Hong Kong.
In her current role at HKSTP, Weng Li and her team oversees the admission and support for all therapeutics companies in HKSTP with modalities such as small molecules, biologics, cell and gene therapy, Traditional Chinese medicine as well as nutrition. She also leads the Clinical Translational Catalyst which provides funding support for IND-enabling studies as well as clinical trials to HKSTP companies. In addition, she serves on the Joint Management Committee with Hong Kong University and Chinese University of Hong Kong to establish the PIC/S GMP pilot manufacturing facilities for cell gene and therapy.
Boston Chinese Investment Club
Boston Chinese Investment Club (BCIC) is a non-profit organization founded in 2010 with nearly 10000 members in Finance, Venture Capital, and various technology industries. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance and related areas between the US and China. Main activities include summits, conferences, and seminars. If you want to join us, please send email to boston.chinese.investment.
【BCIC Annual Sponsors】
E Fund Management Co., LTD. (http://www.efunds.com.cn/
Global Asset Management (https://www.
U.S. & International Tax and Legal Services (http://www.vacovec.
Shanghai Zhangjiang Boston Enterprise Park (http://www.
Early stage capital for startups in Healthcare and Consumption
Global Asset Management (https://www.
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| 7:53 PM (1 hour ago) |  | ||
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波士顿华人投资协会（BCIC）招贤纳才
加入一个充满机遇的平台,让人生价值更大化
加入一个充满活力的团队,让人生更丰富多彩
加入一个集生物医疗金融区块链于一体的组织，让人生多一条斜杠
协会吸纳各类英才：
多个板块团队（生物医疗, 金融/区块链/金融科技, 高科技，商业地产）
商务拓展
Why Join BCIC Team？
认识接触协会资源, 帮助开拓职业发展
结实志同道合人才, 享受协会各种福利
由衷欢迎各位才俊加盟! 申请请通过以下链接：https://goo.gl/
【关于BCIC】
波士顿华人投资协会（BCIC）为注册在波士顿的非营利性组织，
2022大型活动
a. Biotech Pitch Competition
-50+项目参赛，29个项目进入初赛，6个入决赛，
-30+个基金方参加，评选方：峰瑞资本，险峰旗云，雅亿资本，
b. 金融投资峰会(话题：宏观经济形势，量化策略，区块链，风投，
岗位1： Director/Manager（兼职unpaid）
Responsibilities
负责团队日常运营
Requirements
本科学位及以上
善于规划活动细节，协调团队成员定期完成
做事有热情，每周工作3小时commitment
尤其欢迎能带团队或者开拓团队的精英
岗位2： Associate/Analyst（兼职unpaid）
Responsibilities
配合Director/Manager团队日常运营
Requirements
本科学位及以上
欢迎执行力强各科背景的小伙伴
做事有热情，每周工作2小时commitment
善于团结团队其他成员
岗位3： 其他职位：会计/美工设计/技术支持/摄影（兼职unpaid）
Responsibilities
筹备及执行协会活动
参与协会的独立项目，比如帮助中方代表团访问美国资源
协助团队执行项目
Requirements
不限背景学历
每周工作2小时
善于沟通，协调，和有强烈的好奇心
岗位3：Consultant / Advisor（兼职unpaid）
Responsibilities:
代表协会对接北美行业相关资源
对相关领域的初创公司进行技术评估
推荐峰会行业嘉宾还有创业团队
Requirements:
在相关行业从业10年以上, 博士，高管，重复创业者，或者风投职业人士优先
在学术研究，企业研发，及创业等领域有丰富成果
社交面广，有资源优势者优先
波士顿华人投资协会和上海张江波士顿科技园将于1/28/
疫情三年以来协会线下首聚
商业聚会 + 投资交流 + Social Networking
众多投资大咖,行业精英,VIP将出席
Keynote Speakers +轻食+ 歌舞
张江波士顿科技园宣讲
欢迎活动赞助商联系我们（info@bcicglobal.
org)
时间：
1/28/2023 周六 1:30pm - 5:30pm
Dressing Code: Business Casual (suggested)
Prices:
Before 1/5/2023 早鸟票:
Professional ($30)
Students($15)
After 1/5/2023:
Professional ($50)
Students($25)
地址：
ZHANGJIANG BOSTON ENTERPRISE PARK
397 Williams Street, Marlborough MA 01752
注册链接
https://www.eventbrite.com/e/
可以扫码注册
波士顿华人投资协会（BCIC）2022生物医疗团队招新
Why Join BCIC Team？
· 认识接触协会资源, 帮助开拓职业发展
· 结实志同道合人才, 享受协会各种福利
由衷欢迎各位才俊加盟! 申请请通过以下链接（阅读原文）：ht
【关于BCIC】
波士顿华人投资协会（BCIC）为注册在波士顿的非营利性组织，
【关于生物医疗团队】
波士顿华人投资协会生物医疗团队成立于2017年5月初。
生物医疗团队举办了“2022 国际生物医疗创投大赛”(https://
项目组：（Unpaid）
Responsibilities:
* 搜寻项目
* 整理项目信息，协助项目方沟通
Requirements:
* 有一定的人脉或者项目资源，擅长deal Sourcing和北美孵化器联系
* 生物医药及相关专业；
* 中英文书面与口头表达良好；
* 工作认真负责。
活动组: （Unpaid）
Responsibilities:
* 筹划、组织、推广生物医疗团队各项活动，包括路演，
* 维护与合作机构、投资人、嘉宾、顾问等关系。
Requirements:
* 有责任心、执行力强；
* 对活动策划和推广有强烈的热情；
* 热爱且擅长社交沟通；
* 有平台运营推广经验者优先（非必需）。
外联组: （Unpaid）
Responsibility:
* 拓展与相关组织、机构的关系与商务合作；
* 策划活动，邀请活动嘉宾，寻求活动赞助等。
Requirements:
* 擅长社交沟通, 有一定的人脉资源；
* 从事生物医药相关的商业拓展、创业、投资工作优先。
【Organizers】
BostonChinese Investment Club
波士顿华人投资协会（BCIC），
波士顿华人投资协会（BCIC）2022生物医疗团队招新
Why Join BCIC Team？
· 认识接触协会资源, 帮助开拓职业发展
· 结实志同道合人才, 享受协会各种福利
由衷欢迎各位才俊加盟! 申请请通过以下链接（阅读原文）：ht
【关于BCIC】
波士顿华人投资协会（BCIC）为注册在波士顿的非营利性组织，
【关于生物医疗团队】
波士顿华人投资协会生物医疗团队成立于2017年5月初。
生物医疗团队举办了“2022 国际生物医疗创投大赛”(https://
项目组：（Unpaid）
Responsibilities:
* 搜寻项目
* 整理项目信息，协助项目方沟通
Requirements:
* 有一定的人脉或者项目资源，擅长deal Sourcing和北美孵化器联系
* 生物医药及相关专业；
* 中英文书面与口头表达良好；
* 工作认真负责。
活动组: （Unpaid）
Responsibilities:
* 筹划、组织、推广生物医疗团队各项活动，包括路演，
* 维护与合作机构、投资人、嘉宾、顾问等关系。
Requirements:
* 有责任心、执行力强；
* 对活动策划和推广有强烈的热情；
* 热爱且擅长社交沟通；
* 有平台运营推广经验者优先（非必需）。
外联组: （Unpaid）
Responsibility:
* 拓展与相关组织、机构的关系与商务合作；
* 策划活动，邀请活动嘉宾，寻求活动赞助等。
Requirements:
* 擅长社交沟通, 有一定的人脉资源；
* 从事生物医药相关的商业拓展、创业、投资工作优先。
【Organizers】
BostonChinese Investment Club
波士顿华人投资协会（BCIC），
Boston Chinese Investment Club (BCIC) is a non-profit organization founded in 2010 with more 6000 professionals in Finance, Venture Capital, and various technology industries. It serves as a Boston centered platform for exchanging ideas, knowledge, and information in finance and related areas between US and China. Main activities include summits, conferences, and seminars.
【BCIC Annual Sponsors】
E Fund Management Co., LTD. (http://www.efunds.com.cn/)
Global Asset Management (https://www.haitouglobal.com/
U.S. & International Tax and Legal Services (http://www.vacovec.
Shanghai Zhangjiang Boston Enterprise Park (http://www.zjbostonpark.com/)
US Real Estate Investment (https://nlandcapital.com/)
You are invited to the BCIC biomedical pitch competition
(2022 Spring). Please submit your Application by February
15th, 2022.
Boston Chinese Investment Club (BCIC), ShangHai Zhangjiang Boston Enterprise Park, Yael Capital, Massachusetts Avenue Capital, Q Bay Center, and Sino-American Pharmaceutical Professionals Association-Washington DC/Baltimore Chapter(SAPA-DC) will be cohosting the Biomedical Pitch Competition in 2022 Spring to connect high-quality early-stage biomedical start-ups with investors and other business accelerator resources.
Judges from other well known funds and incubators such as FreeS VC, Lilly Asia Ventures, Eisai venture investment, Nest Bio, etc will attend the final competition.
Why should Your Team Join?
-Top three winning startup teams will get $17,000 cash
award and $20,000 rental credits from our partnership incubators across
multiple cities in the United States and China, including Boston, Bay area,
Shanghai, Beijing and more;
-$1 million and more direct equity investment from
well-known venture capitalists (dozens of angel/VC funds will attend the final
competition)
-Mentorship from venture capitalists, serial entrepreneurs,
corporate executives, and attorneys;
-Media exposure through the websites, Wechats, and other
channels in cohosters' network;
-Discounted services on incubator, startup Bootcamp, and
financials;
-Opportunities to partner with Asia market influencers and penetrate into Asia markets;
** There is referral bonus of $200 per winning team
Timeline
Accepting Applications: Nov 2021 - Feb 2022
Qualified individuals or organizations can register by scanning the QR Code (or the link https://docs.google.com/forms/d/e/1FAIpQLSdVdw3b4X852lRyL4IBZ2U5UvOSd92_yqZQkMYU2nj3sOHJcg/formResponse) and submitting your business plan to the email address:
boston.chinese.investment.club@gmail.com
All applications are welcome to register before February 15th, 2022. Applications will be
considered on a rolling basis starting Jan 2022. We encourage you to submit
your application as early as possible to access mentorship services from BCIC
and partner organizations.
The judge committee will start reviewing applications in
January 2022, and invite teams for initial pitches. For those applicants
who are selected as Semi-finalists are expected to present not just prototypes,
but full business plans, and they receive elite mentorship along the way.
The judge committee is composed of well-known researchers,
professors, experts, consultants, registered contest judges, and investment
experts in the healthcare industry. The organizer and the judges have the right
to veto the projects that do not meet the requirements of the competition.
Finalists will be invited to onsite or online investor
pitch. Three teams will be selected and rewarded first, second and third
prizes. Teams successfully selected by investors will be receiving further
investments.
-Comply with the relevant laws, regulations and policies of
China and the United States, and do not infringe on the intellectual property
rights and other legal rights of others. Individuals, teams and companies
participating in the competition shall be responsible for the authenticity and
accuracy of the registration information;
-The ideas or products submitted are innovative and
original, and have certain social and market value;
-Under biomedical industry or sub-industries;
-Specify the individual, company or team when registering
for the competition;
-There is no nationality restriction on participants. Any
entities looking for Chinese-funded or US-funded can participate.
2021波士顿华人投资协会(BCIC)招贤纳才
BCIC长期吸纳各类英才：
· 六个板块团队 (金融, 生物医疗, 高科技, 区块链, 金融科技, 商业地产）
· 多地协同办公(波士顿, 纽约, 上海, 北京, 成都, 深圳)
· 商务拓展, 项目推介, 资源对接
由衷欢迎各位才俊加盟! 申请请通过以下链接（阅读原文）：ht
【关于BCIC】
波士顿华人投资协会（BCIC）为注册在波士顿的非营利性组织，
岗位1：Senior Strategic Advisor（兼职unpaid）
Responsibilities:
· 对相关领域的初创项目进行技术评估并给出指导意见
· 代表协会对接北美行业相关资源
· 推荐峰会行业嘉宾, 创业项目及团队
Requirements:
· 在自身领域从业10年以上。博士，高管，
· 在学术研究，企业研发，及创业等领域有丰富成果
· 在业内有广阔的社交面，资源丰富者优先
岗位2：Director/Manager（兼职unpaid）
Responsibilities
· 负责团队日常运营 (金融/生物医疗/高科技/区块链/金融科技/商业地产等团队）
· 协调资本方与项目方，定期组织行业峰会和路演
· 对初创公司进行基本项目评估及尽调
Requirements
· 本科学位及以上, Master or MBA优先
· 对所在行业有深入的见解和持续探索的热情
· 善于沟通协调，执行力强，以结果为导向，
· 有带团队经验的优先
· 做事有热情，每周工作3小时commitment
岗位3：Business Development（兼职unpaid）
Responsibilities:
· 负责联系创业公司与创投资本对接
· 负责开拓机构方客户已经合作模式
· 协助邀请峰会嘉宾以及团队
Requirements:
· 有丰富企业BD经验
· 市场相关专业，MBA优先
· 在业内有广阔的社交面，资源丰富者优先
岗位4：Associate/Analyst（兼职unpaid）
Responsibilities
· 协助团队负责人对团队的日常运营 (金融/生物医疗/高科技/区块链/金融科技/商业地产等团队）
· 协调资本方与项目方，定期组织行业峰会和路演
· 对初创公司进行基本项目评估及尽调
Requirements
· 本科学位及以上
· 欢迎执行力强各科背景的小伙伴
· 做事有热情，每周工作3小时commitment
· 善于沟通，和团队其他成员协调
岗位5：其他职位：会计/美工设计/技术支持/摄影（
Responsibilities
· 筹备及部署协会活动
· 参与协会的独立项目，
· 协助团队执行项目
Requirements
· 不限背景学历
· 每周工作1-3小时commitment
· 善于沟通，协调，和有强烈的好奇心
波士顿华人投资协会（BCIC），
As the current COVID-19 epidemiological situation exacerbated, as well as tensions between China and the U.S. intensified, there are increasing opportunities, but also increasing concerns about the effect of geopolitics and regulation for the entrepreneur and startup in biotechnology and biopharmaceuticals, who are seeking investigation in both China and US. How does the COVID-19 epidemic and China-U.S. tensions effect the investment climate in China and U.S.?
· 六个板块团队 (金融, 生物医疗, 高科技, 区块链, 金融科技, 商业地产）
· 多地协同办公(波士顿, 纽约, 上海, 北京, 成都, 深圳)
· 商务拓展, 项目推介, 资源对接
由衷欢迎各位才俊加盟! 申请请通过以下链接（阅读原文）：ht
【关于BCIC】
波士顿华人投资协会（BCIC）为注册在波士顿的非营利性组织，
岗位1：Senior Strategic Advisor（兼职unpaid）
Responsibilities:
· 对相关领域的初创项目进行技术评估并给出指导意见
· 代表协会对接北美行业相关资源
· 推荐峰会行业嘉宾, 创业项目及团队
Requirements:
· 在自身领域从业10年以上。博士，高管，
· 在学术研究，企业研发，及创业等领域有丰富成果
· 在业内有广阔的社交面，资源丰富者优先
岗位2：Director/Manager（兼职unpaid）
Responsibilities
· 负责团队日常运营 (金融/生物医疗/高科技/区块链/金融科技/商业地产等团队）
· 协调资本方与项目方，定期组织行业峰会和路演
· 对初创公司进行基本项目评估及尽调
Requirements
· 本科学位及以上, Master or MBA优先
· 对所在行业有深入的见解和持续探索的热情
· 善于沟通协调，执行力强，以结果为导向，
· 有带团队经验的优先
· 做事有热情，每周工作3小时commitment
岗位3：Business Development（兼职unpaid）
Responsibilities:
· 负责联系创业公司与创投资本对接
· 负责开拓机构方客户已经合作模式
· 协助邀请峰会嘉宾以及团队
Requirements:
· 有丰富企业BD经验
· 市场相关专业，MBA优先
· 在业内有广阔的社交面，资源丰富者优先
岗位4：Associate/Analyst（兼职unpaid）
Responsibilities
· 协助团队负责人对团队的日常运营 (金融/生物医疗/高科技/区块链/金融科技/商业地产等团队）
· 协调资本方与项目方，定期组织行业峰会和路演
· 对初创公司进行基本项目评估及尽调
Requirements
· 本科学位及以上
· 欢迎执行力强各科背景的小伙伴
· 做事有热情，每周工作3小时commitment
· 善于沟通，和团队其他成员协调
岗位5：其他职位：会计/美工设计/技术支持/摄影（
Responsibilities
· 筹备及部署协会活动
· 参与协会的独立项目，
· 协助团队执行项目
Requirements
· 不限背景学历
· 每周工作1-3小时commitment
· 善于沟通，协调，和有强烈的好奇心
波士顿华人投资协会（BCIC），
对话中美生物医疗创新领军企业，投资人，创业者。
现场6家美国初创公司创新项目展示，路演。
注册报名 ：
点击连接
https://www.eventbrite.com/e/
或扫描如下二维码
Agenda
Time: 10/16/2020 (Friday) 08:00 pm - 11:00 pm (ET)
Location: Online Webinar
Host: Snow Feng,PhD
Keynote Speech: U.S. - China Relations: Investment Opportunities & Challenges
Fei Tan, PhD
Founder & CEO of Commercial Information & Order Express Corporation(CIOE),
Officescape and Youchuang
Fireside Chat
Lihua Yu, PhD
President & Chief Data Science Officer of H3 Biomedicine,
PharmaVoice 100(2015)，Member of American Association for Cancer Research
Healthcare Panel Discussion
Moderator: Xin Yang, PhD
Yiming Hao | Senior VP, Happy Life Tech
Ted Jing | Managing Director, Morningside Venture Capital
Ming Li | Managing Partner, TF Capital
Qingwei Sun | Senior Director, Microport
Healthcare Startup Pitch
Moderator: Anna Yan, MBA
Kent Werner | MD. PhD. Founder & CEO, Cogentis Therapeutics - Neurodegeneration Treatment
Elliot Fisher | Chief Business Officer, Curi Bio - Engine to Accelerate the New Drug Discovery
Tony Chen | CEO, PrimeVax Immuno-Oncology, Inc. - Cancer Immunotherapy
Ming Chia | Founder & CEO, E-Green LLC – Smart UVC Sterilization Technology
Eric Dong | PhD. Founder, Sunger Biopharmaceutics – Gene Therapy for Glioma Tumor
Tom Wang | PhD. Founder & CEO, RNP Therapeutics – non-coding RNA Therapy
峰会议程
时间：北京时间10/17/2020，周六早上8-11 am
地点：线上Webinar
主持人：冯雪博士
嘉宾主题分享：当前中美关系下投资创业的机遇与挑战
谭飞博士
优创集团董事长, 美国翱飞世界公司（美）创始人
美国印第安纳州技术咨询委员会委员; 中国科协创新创业成果交易平台专家
炉边谈话
于利华博士
H3 Biomedicine总裁&Chief Data Science Officer
曾两次获得AstraZeneca全球科学和技术成就奖，201
生物医疗专题讨论会
主持人：仰欣博士
郝一鸣 | HLT创新医疗解决方案事业部总经理，高级副总裁
井绪天 | 晨兴资本执行董事
李明 | 泰福资本管理合伙人
孙庆蔚 | 微创科学集团战略与企划高级总监
美国生物医疗创新项目成果展示
主持人：Anna Yan, MBA
神经退行性疾病治疗- Kent Werner | MD. PhD. Founder & CEO, Cogentis Therapeutics
药物研发引擎 - Eliott Fisher | Chief Business Officer, Curi Bio
癌症免疫疗法 - Tony Chen | CEO, PrimeVax Immuno-Oncology, Inc.
新一代紫外线智能消毒技术 - 陈家铭 | Founder & CEO, E-Green LLC
脑胶质瘤的基因治疗 - 董云洲 | PhD. Founder, Sunger Biopharmaceutics
非编码RNA肿瘤治疗 - Tom Wang | PhD. Founder & CEO, RNP Therapeutics
本期嘉宾
Keynote Speaker
谭飞
优创集团董事长、翱飞世界公司（美）创始人
美国印第安纳州技术咨询委员会委员
中国科协创新创业成果交易平台专家
广州驻波士顿办事处负责人
谭飞先生在美国创新创业 28 年，领导建设了全球第一个为孵化器和联合办公 提供资源共享和虚拟孵化的线上平台。并为1600多家众创空间和
1998 年至 2000 年，担任美国纽约 Winstar Communications, Inc.互联网服务部总经理纳斯达克上市代码：WCII，
2000 年至 2016 年，担任美国 Officescape 董事长，总裁。在美国最先提出虚拟办公、按需办公、
2017年建立Living Data, Inc.数据服务公司，
现任优创集团公司 CEO/董事长。优创汇集多年的全球高新技术和先进理念， 精心打造全要素的创新创业生态系统。为广大的创客、创新企业、
Fireside Chat Guest
于利华
H3 Biomedicine总裁&Chief Data Science Officer
AstraZeneca全球科学和技术成就奖获得者
2015年入选PharmaVoice 100
美国癌症研究协会成员
于利华博士现担任H3 Biomedicine的President及Chief Data Science Officer。在此职位上，她负责把控H3的整体科学和业务方
在加入H3之前，于博士在AstraZeneca的研发部门工作
于博士在清华大学生物医学工程和自动化系获得双学士和工程硕士，
于博士曾两次获得AstraZeneca全球科学和技术成就奖，
Healthcare Panelists
以姓氏音序排列(The list is ranked by last name in alphabetical order)
郝一鸣
HLT创新医疗解决方案事业部总经理，高级副总裁
毕业于南开大学，获得结构生物学硕士学位。在2018年加入HL
井绪天
晨兴资本执行董事
专注于创新技术赋能的医疗服务和生物科技领域的投资，
李明
泰福资本管理合伙人
曾经主导的投资项目包括再鼎医药（纳斯达克上市ZLAB）、
孙庆蔚
微创科学集团战略与企划高级总监
负责集团战略规划与运营，
Healthcare Startup Pitch
1. Cogentis Therapeutics
Kent Werner | MD PhD, CEO, Assistant Professor, Dept. of Neurology, Johns Hopkins University
Cogentis Therapeutics is a preclinical stage biotech using novel approach to treat neurodegenerative diseases with a platform of therapeutics targeting the enzyme CDK5. Anticipate $1.3 M cost to reach next milestone in 1 yr. Anticipate potential exit in 2023.
2. Curi Bio
Elliot Fisher | Chief Business Officer
Curi Bio’s discovery engine combines human stem cells, systems, and data to accelerate the discovery of new medicines. Curi Bio has developed a comprehensive preclinical platform—the Curi Engine—integrating human iPSC-derived cell models, tissue-specific biosystems, and AI/ML-enabled phenotypic screening data.
3. PrimeVax Immuno-Oncology, Inc.
Tony Chen | CEO
PrimeVax is a clinical stage biotech and the world’s first company developing a cancer immunotherapy using dengue virus (DV). Our non-genetically modified DV strain is well-tolerated and includes 20+ years of human safety data and has the ability to address many cancer types. Our pipeline includes other DV and cell-based investigational therapies.
4. E-Green
Chia Ming | Founder & CEO
E-Green is a tech start up specialized in developing new generations of smart UVC sterilization lighting technology. The traditional UVC sterilization has a strong ability to break down microorganisms, but it potentially damages the skin and increase potential cancer risk when irradiated on human. E-Green has developed a dynamic UVC lighting technology based on its patented beam scanning technology. This technology can help public places such as schools, restaurants, movie theatres, airport, etc. open safely.
5. Sunger Biopharmaceutics
Eric Dong | PhD. Founder
Sunger Biopharmaceutics is a preclinical pharmaceutical company currently at seed stage. Sunger Biopharmaceutics is developing a new technology to hinder glioma tumor growth by blocking adaptor protein(s)-mediated endocytosis and the downstream signaling through gene therapy approach. Sunger Biopharmaceutics has identified the gene targets.
6. RNP Therapeutics
Tom Wang | PhD. Founder & CEO
RNP Therapeutics is a startup biotech company, currently at the seed stage. RNPtx is engaging non-coding RNA (ncRNA) to target the components of tumor microenvironment (TME). Due to the mutation and cancer-secreted TGF-β, cancer cells reproduce rapidly without the competition from neighboring normal cells. We are using new strategies for improving the tumor response to immune checkpoint blockade and developing efficient therapy targeting tumor microenvironment (TME) by modulating non-coding RNA in combination with PD-1/PD-L1 checkpoint therapy.
关注公众号获取更多BCIC活动资讯！ 官方网站：www.bcicglobal.org
US-China Annual Investment Conference 2020（Virtual）
BCIC CFA Society Beijing CAIA Association
The US China annual investment conference co-organized by the Boston Chinese Investment Club (BCIC), CFA Society Beijing, and the CAIA association will be held online from Oct 1-4, 7pm to 9pm EST. The conference will bring together investment professionals and scholars from top institutions in China and the U.S. Through talks and panel discussions, we will explore the opportunities and challenges in investing in China, covering topics from US election, macro overview, asset allocation, pandemic and healthcare, technology, ESG investing and etc. There will be multiple rounds of lottery draws during the conference for prizes including two CAIA Global Gateway Scholarships and one year of VIP access to WIND financial data platform (andmore to come). Join the community of investment professionals for four days of informative, practical sessions to learn strategies to navigate the evolving financial markets and fast-changing world!
Please register by the following link or "Read More" through Eventbrite. Profit from ticket sales will be donated to a charity based on participants selection. There is a 33% off discount for students.
波士顿华人投资协会携手CFA Beijing（特许金融分析师北京协会), CAIA（特许另类投资分析师协会）于美东时间10月1日至4日晚7点到9点（北京时间10月2至5日上午7-9点），于线上举办年度中美投资论坛峰会。本次峰会将聚集来自中美业界的资深基金经理人，CEO以及高校学者。峰会将通过主旨演讲、小组讨论的形式探讨经济，美国选举，疫情，资产配资，社会责任投资，一带一路等话题并展望未来投资机会。会议期间我们将通过抽奖的方式提供2份CAIA奖学金以及多份一年期Wind VIP access（或将有更多奖品）。欢迎大家踊跃报名参加！访问下方链接或点击“阅读原文”报名参加！
https://www.eventbrite.com/e/us-china-2020-annual-investment-conference-tickets-117604701829
Time
EST: 7-9PM, October 1-4, 2020
PST: 4-6PM, October 1-4, 2020
CST: 7-9AM, October 2-5, 2020
Key Topics
● Predicting Covid from a quantitative finance perspective
● Quantitative Investing
BCIC & CFA Society （TBD）Boston 2020年9月金融峰会（virtual）开始招募志愿者啦！
- 六个板块团队（金融, 生物医疗, 高科技, 区块链, 金融科技, 商业地产）
- 商务拓展
- 认识接触协会资源, 帮助开拓职业发展
- 结实志同道合人才, 享受协会各种福利
- 代表协会对接北美行业相关资源
- 对相关领域的初创公司进行技术评估
- 推荐峰会行业嘉宾还有创业团队
- 在相关行业从业10年以上, 博士，高管，重复创业者，或者风投职业人士优先
- 在学术研究，企业研发，及创业等领域有丰富成果
- 社交面广，有资源优势者优先
- 负责联系创业公司与创投资本对接
- 负责开拓机构方客户已经合作模式
- 协助邀请峰会嘉宾
- 有丰富企业BD经验
- 市场相关专业，MBA优先
- 社交面广，有资源优势者优先
- 负责团队日常运营 (金融/生物医疗/高科技/区块连/金融科技/PR等团队）
- 对初创公司进行基本项目评估及尽调
- 协调资本方与项目方，定期组织峰会和路演
- 本科学位及以上, Master or MBA优先
- 对所加入的行业有深入的见解和热情
- 欢迎执行力强各科背景的小伙伴（有带团队经验的优先）
- 做事有热情，每周工作5小时commitment
- 善于沟通，和团队其他成员协调，能并行处理多个项目
- 尤其欢迎能带团队或者开拓团队的精英
- 配合Director/Manager团队日常运营 (金融/生物医疗/高科技/区块连/金融科技/PR等团队）
- 对初创公司进行基本项目评估及尽调
- 协调资本方与项目方，定期组织峰会还有路演
- 本科学位及以上
- 欢迎执行力强各科背景的小伙伴
- 做事有热情，每周工作5小时commitment
- 善于沟通，和团队其他成员协调
- 筹备及执行协会活动
- 参与协会的独立项目，比如帮助中方代表团访问美国资源
- 协助团队执行项目
- 不限背景学历
- 每周工作1-3小时
- 善于沟通，协调，和有强烈的好奇心
2019 BCIC住房投资和城市规划年会
关注公众号获取更多BCIC活动资讯！
官方网站：www.bcicglobal.org
2019 BCIC住房投资和城市规划年会
2019 BCIC Urban Development and Real EstateAnnual Summit
把脉波士顿地区的发展规划，寻找下一波投资机会
BCIC2019年地产峰会议题包括经济适用房投资，政府个人贷款项目，大数据模型辅助投资，机构商业地产投资策略分享等
Format: keynote speeches, panel discussions.
Time: Thursday, November7, 2019, 5:00 pm - 9:00pm
Location: Z-park, 1000 Massachusetts Ave, Cambridge,MA 02138
购票链接：https://www.eventbrite.com/e/2019-bcic-urban-development-and-real-estate-annual-summit-tickets-78184964333 (Read More)
会议议程：
5:00-
5:30
入场接待
Orientation
5:30-
5:45
开幕与峰会背景介绍
Opening: Introduction of BCIC Urban Development and Real Estate Annual Summit.
5:45-
6:10
主题演讲：住有所居——应对一个变化的波城
Keynote Speech: Housing a Changing City
6:10-
7:00
主题一：州政府，市政府，开发商，投资者与当地团体在住房开发中的合作机制
Session 1: How public institutions, private sector and communities can work together to address the Boston housing crisis
Guest Speakers Presentation
嘉宾演讲
7:00-
7:30
对话——政府，开发商和华人团体在房地产开发中的冲突与合作
Panel Discussion: Working together for changes, the implications for public sector, private sector and communities.
7:30 -
7:45
晚餐和茶歇
Dinner and Coffee Break
7:45-
8:45
主题二：顺应经济周期与城市规划的地产投资策略
Session 2：Participate in the Changes –How to invest responsibly and wisely in the current economic cycle
嘉宾演讲
Guest Speakers Presentation
8:45 –
9:00
现场问答环节
Q&A
参会者介绍（按发言顺序排序）：
Host 主持人
曲佳 Jia Qu,
Operating Manger,
BCIC Real Estate Department& Community Decelopment Department
曲佳女士负责BCIC商业地产和社区发展部门的宣传和运营工作。对房地产投资有着浓厚兴趣和丰富经验，自2016年开始在美国，加拿大的多个城市进行住宅地产的投资和管理。
Ms. Qu is taking charge of the operation of BCIC real estate and community development department. She has strong interest and rich experience in real estate investment, since 2016, she has invested and managed residential real estate in many cities in the United States and Canada.
Opening and Introduction 主办方介绍
Michelle Yin,
Founding Director,
BCIC Real Estate & Community Development Department
Michelle Yin女士致力于推动住房政策的改善。她先后在多个非盈利组织在负责项目融资，筹款，赠款协议撰写和社区组织。在Urbanica担任开发经理期间，她主导完成了波士顿地区多个社区住宅开发项目的动议和审批，私募股权融资，市，州等公共住房基金申请。她在MIT城市规划系学习期间开始关注华人在城市发展中的影响力，并发起成立了BCIC 地产与社区发展部门。该组织旨在促进波士顿华人社群，投资者，开发者，市与州政府相关部门的对话。
Ms. Michelle Yin is concerned with housing public policy issues, and has served several non-profit organizations, responsible for financing, fundraising, grant proposal writing and community organization. During her time at Urbanica, she led development proposal and private equity financing in multiple community residential developments in the Boston area, as well as housing fund applications through multiple public channels of cities and states. During her studies at the MIT Urban Planning Department, she noticed the important role of Chinese Communities in urban development and initiated BCIC Real Estate and Community Development Department. The organization aims to promote dialogue between Chinese investors, local Chinese communities in Boston, community developers, and relevant departments of the city and state government.
特邀嘉宾：
Brian P. Golden,
波士顿规划局 局长
Director, Boston Planning & Development Agency
Brian P. Golden先生总体负责波士顿规划发展的各个方面，并专注于其主要负责的社区参与的计划和经济发展的核心使命。自1993年以来，Brian一直是麻省众议院议员，曾在波士顿的Allston-Brighton社区任职。他还是美国卫生与公共服务部新英格兰地区总监，马萨诸塞州电信与能源部专员，波士顿联邦住房贷款银行董事会成员。
Mr. Brian P. Golden oversees all aspects of the organization and focuses on executing its core mission of responsible, community-engaged planning, and economic development. An attorney since 1993, Brian is a former member of the Massachusetts House of Representatives, where he served the Allston-Brighton neighborhood of Boston. He was also the New England Regional Director at the US Department of Health and Human Services, a Commissioner at the Massachusetts Department of Telecommunications and Energy, and a member of the Board of Directors at the Federal Home Loan Bank of Boston.
第一板块 州政府，市政府，开发商，投资者与当地团体在住房开发中的合作机制
演讲嘉宾
Janelle Chan,
马萨诸塞州住房和经济部 副部长
Undersecretary for Housing and Community Development
(To be Confirmed)
在2019年4月担任麻州住房经济部担任副部长前，陈女士是MBTA房地产部门主管，管理广泛的房地产和资产组合。之前，Chan曾担任亚洲社区发展公司（ACDC）的执行董事，在那里她管理着超过1.2亿美元的房地产投资组合，用于住房和商业房地产。管理房地产开发项目，其中包括在波士顿市中心开发345套经济适用房和市价住房的One Greenway混合用途，混合收入开发项目；并管理了参与式唐人街项目以及其他社区能力建设计划。
Janelle Chan joined the Baker-Polito administration in 2016 as the Chief of Real Estate for the Massachusetts Bay Transportation Authority (MBTA) and managed an extensive real estate and asset portfolio. Previously, Chan was executive director at Asian Community Development Corporation (ACDC), where she maintained a real estate portfolio of over $120M in housing and commercial real estate; oversaw the real estate development pipeline, which included the development of the One Greenway mixed-use, mixed-income development with 345 units of both affordable and market rate housing in downtown Boston; and managed the Participatory Chinatown project along with other community-capacity building programs such as housing counseling.
Mark Teden, 马萨诸塞州 MassHousing 副总裁 Vice President of Multifamily Programs，MassHousing (To be Confirmed)
Mark Teden 先生负责监督 MassHousing 的多户家庭贷款的发起，承销和服务，领导开发新的贷款产品，并担任该机构多户家庭开发和管理业务线的主要联络人。在加入MassHousing 之前，他曾担任Bruner / Cott＆ Associates，Inc.的董事总经理兼首席运营官，在此之前，他曾担任Cambridge Savings Bank的执行副总裁。此外，泰登先生还曾在Rohab's Rehab，Inc.担任董事会成员20多年。 Mark Teden oversees the origination, underwritingand servicing of MassHousing’s multifamily loans, leads the development of newloan products and business opportunities, and serves as the primary liaison forthe Agency’s multifamily development and management business lines. Immediatelyprior to joining MassHousing, he served as the Managing Principal and Chief Operating Officer for Bruner/ Cott & Associates, Inc., and prior to that as Executive Vice President at Cambridge Savings Bank. In addition, Mr. Teden served as a Board member at Homeowner’s Rehab, Inc., for over 20 years.
Kamran Zahedi,
President of Urbanica,Inc
Kamran Zahedi先生是Urbanica Inc.的总裁。Kamran于1980年从麻省理工学院毕业，获得建筑和土木工程学位。在过去的二十余年，Urbanica公司聚焦于服务发展中的社区，尤其是波士顿较低收入社区，在波士顿地区开发了多个代表性项目，包括多个energy+的低能耗示范住宅项目。他将分享申请政府对住宅开发的资金支持，并合理运用在低收入住宅项目中的经验。
Mr. Kamran Zahedi graduated from the Massachusetts Institute of Technology in 1980 with a degree in architecture and civil engineering. Over the past two decades, Urbanica has focused on service-developing communities, particularly Boston's lower-income communities, and has developed several representative projects in the Boston area, including multiple energy+ low-energy demonstration residential projects. He will share the government's financial support for residential development and rationalize his experience in low-income housing projects.
Bing Wang
Associate Professor, Harvard
Head of Real Estate and the Built Environment MDes area group
(To be Confirmed)
王教授的学术研究专注于建筑的形式表示与其潜在的资本力量，社会结构和经济引擎之间的相互作用。她是由美国房地产协会（American Real Estate Society）出版的《可持续房地产杂志》（Journal of Sustainable Real Estate）和英国的Routledge和英国皇家城市规划研究所（Royal Town Planning Institute）联合出版的《规划理论与实践杂志》（Journal of Planning Theory and Practice）的编辑委员会成员。
Professor Wang’s academic research focuses on the interplays between formal representations of the built environment and its underlying capital forces, social structure and economic engines. She is on the Editorial Boards of the Journal of Sustainable Real Estate, published by the American Real Estate Society, and of the Journal of Planning Theory and Practice, co-published by Routledge and Royal Town Planning Institute of the UK.
第一板块讨论环节，主持人 Session 1 Moderator
Francis Goyes,
5:00-
5:30
|
入场接待
Orientation
|
5:30-
5:45
|
开幕与峰会背景介绍
Opening: Introduction of BCIC Urban Development and Real Estate Annual Summit.
|
5:45-
6:10
|
主题演讲：住有所居——应对一个变化的波城
Keynote Speech: Housing a Changing City
|
6:10-
7:00
|
主题一：州政府，市政府，开发商，投资者与当地团体在住房开发中的合作机制
Session 1: How public institutions, private sector and communities can work together to address the Boston housing crisis
Guest Speakers Presentation
嘉宾演讲
|
7:00-
7:30
|
对话——政府，开发商和华人团体在房地产开发中的冲突与合作
Panel Discussion: Working together for changes, the implications for public sector, private sector and communities.
|
7:30 -
7:45
|
晚餐和茶歇
Dinner and Coffee Break
|
7:45-
8:45
|
主题二：顺应经济周期与城市规划的地产投资策略
Session 2：Participate in the Changes –How to invest responsibly and wisely in the current economic cycle
嘉宾演讲
Guest Speakers Presentation
|
8:45 –
9:00
|
现场问答环节
Q&A
|
Host 主持人
| |
曲佳 Jia Qu,
Operating Manger,
BCIC Real Estate Department& Community Decelopment Department
|
曲佳女士负责BCIC商业地产和社区发展部门的宣传和运营工作。对房地产投资有着浓厚兴趣和丰富经验，自2016年开始在美国，加拿大的多个城市进行住宅地产的投资和管理。
Ms. Qu is taking charge of the operation of BCIC real estate and community development department. She has strong interest and rich experience in real estate investment, since 2016, she has invested and managed residential real estate in many cities in the United States and Canada. |
Opening and Introduction 主办方介绍
| |
Michelle Yin,
Founding Director,
BCIC Real Estate & Community Development Department
|
Michelle Yin女士致力于推动住房政策的改善。她先后在多个非盈利组织在负责项目融资，筹款，赠款协议撰写和社区组织。在Urbanica担任开发经理期间，她主导完成了波士顿地区多个社区住宅开发项目的动议和审批，私募股权融资，市，州等公共住房基金申请。她在MIT城市规划系学习期间开始关注华人在城市发展中的影响力，并发起成立了BCIC 地产与社区发展部门。该组织旨在促进波士顿华人社群，投资者，开发者，市与州政府相关部门的对话。
Ms. Michelle Yin is concerned with housing public policy issues, and has served several non-profit organizations, responsible for financing, fundraising, grant proposal writing and community organization. During her time at Urbanica, she led development proposal and private equity financing in multiple community residential developments in the Boston area, as well as housing fund applications through multiple public channels of cities and states. During her studies at the MIT Urban Planning Department, she noticed the important role of Chinese Communities in urban development and initiated BCIC Real Estate and Community Development Department. The organization aims to promote dialogue between Chinese investors, local Chinese communities in Boston, community developers, and relevant departments of the city and state government.
|
特邀嘉宾：
| |
Brian P. Golden,
波士顿规划局 局长
Director, Boston Planning & Development Agency
|
Brian P. Golden先生总体负责波士顿规划发展的各个方面，并专注于其主要负责的社区参与的计划和经济发展的核心使命。自1993年以来，Brian一直是麻省众议院议员，曾在波士顿的Allston-Brighton社区任职。他还是美国卫生与公共服务部新英格兰地区总监，马萨诸塞州电信与能源部专员，波士顿联邦住房贷款银行董事会成员。
Mr. Brian P. Golden oversees all aspects of the organization and focuses on executing its core mission of responsible, community-engaged planning, and economic development. An attorney since 1993, Brian is a former member of the Massachusetts House of Representatives, where he served the Allston-Brighton neighborhood of Boston. He was also the New England Regional Director at the US Department of Health and Human Services, a Commissioner at the Massachusetts Department of Telecommunications and Energy, and a member of the Board of Directors at the Federal Home Loan Bank of Boston.
|
第一板块 州政府，市政府，开发商，投资者与当地团体在住房开发中的合作机制
演讲嘉宾
| |
Janelle Chan,
马萨诸塞州住房和经济部 副部长
Undersecretary for Housing and Community Development
(To be Confirmed)
|
在2019年4月担任麻州住房经济部担任副部长前，陈女士是MBTA房地产部门主管，管理广泛的房地产和资产组合。之前，Chan曾担任亚洲社区发展公司（ACDC）的执行董事，在那里她管理着超过1.2亿美元的房地产投资组合，用于住房和商业房地产。管理房地产开发项目，其中包括在波士顿市中心开发345套经济适用房和市价住房的One Greenway混合用途，混合收入开发项目；并管理了参与式唐人街项目以及其他社区能力建设计划。
Janelle Chan joined the Baker-Polito administration in 2016 as the Chief of Real Estate for the Massachusetts Bay Transportation Authority (MBTA) and managed an extensive real estate and asset portfolio. Previously, Chan was executive director at Asian Community Development Corporation (ACDC), where she maintained a real estate portfolio of over $120M in housing and commercial real estate; oversaw the real estate development pipeline, which included the development of the One Greenway mixed-use, mixed-income development with 345 units of both affordable and market rate housing in downtown Boston; and managed the Participatory Chinatown project along with other community-capacity building programs such as housing counseling.
|
Kamran Zahedi,
President of Urbanica,Inc
|
Kamran Zahedi先生是Urbanica Inc.的总裁。Kamran于1980年从麻省理工学院毕业，获得建筑和土木工程学位。在过去的二十余年，Urbanica公司聚焦于服务发展中的社区，尤其是波士顿较低收入社区，在波士顿地区开发了多个代表性项目，包括多个energy+的低能耗示范住宅项目。他将分享申请政府对住宅开发的资金支持，并合理运用在低收入住宅项目中的经验。
Mr. Kamran Zahedi graduated from the Massachusetts Institute of Technology in 1980 with a degree in architecture and civil engineering. Over the past two decades, Urbanica has focused on service-developing communities, particularly Boston's lower-income communities, and has developed several representative projects in the Boston area, including multiple energy+ low-energy demonstration residential projects. He will share the government's financial support for residential development and rationalize his experience in low-income housing projects.
|
Bing Wang
Associate Professor, Harvard
Head of Real Estate and the Built Environment MDes area group
(To be Confirmed)
|
王教授的学术研究专注于建筑的形式表示与其潜在的资本力量，社会结构和经济引擎之间的相互作用。她是由美国房地产协会（American Real Estate Society）出版的《可持续房地产杂志》（Journal of Sustainable Real Estate）和英国的Routledge和英国皇家城市规划研究所（Royal Town Planning Institute）联合出版的《规划理论与实践杂志》（Journal of Planning Theory and Practice）的编辑委员会成员。
Professor Wang’s academic research focuses on the interplays between formal representations of the built environment and its underlying capital forces, social structure and economic engines. She is on the Editorial Boards of the Journal of Sustainable Real Estate, published by the American Real Estate Society, and of the Journal of Planning Theory and Practice, co-published by Routledge and Royal Town Planning Institute of the UK.
|
第一板块讨论环节，主持人 Session 1 Moderator
| |
Francis Goyes,
| |
Policy Innovation Associate
MassHousing
2019 Fall Venture Summit
2019波士顿秋季创投峰会
2019年10月19日，波士顿华人投资协会（BCIC）与麻省理工学院MIT Sloan GCC将携手中美各大知名投资机构及优秀创业团队，举办2019年度秋季创投峰会。峰会主题聚焦当下科技创新热点，涵盖生命科学和高科技两个板块。本次峰会将探讨高科技行业及生物医疗行业最新发展动向，解读在中美新的贸易关系下对相关产业双边项目投资的影响，促进中美投资交流。波士顿华人投资协会近年来已成功举办多届创投峰会，不论您是创业者，投资者还是行业专家等，我们诚挚邀请您参与本次峰会。
The 2019 Fall Venture Summit will be held on Oct 19, 2019 in Boston by Boston Chinese Investment Club (BCIC) and MIT Sloan Greater China Club (GCC), bringing venture capital funds and outstanding startups together. The summit will focus on the latest development and industry trends in high-tech and healthcare sectors, discuss the impact on the start-ups and investments under new trade relations between US and China, and promote the idea exchanges and communication among entrepreneurs, industry experts and investors. We sincerely invite all interested entrepreneurs, investors and professionals to join us at this event.
【Topics】
* Healthcare
Artificial intelligence phamarcy adoption and Medical diagnostics device
* Hightech
Digital transformation
Blockchain
Big data
【Agenda】
* Keynote Speeches
* Panel Discussions
* Startup Demo
【Speakers& Panelists】
* Kathryn Graddy, Distinguished Professor in Economics, Brandeis University * Charles Hsu, General Partner, EGI Capital * Ted Jing, VP, Morningside Venture Capital * Eric Melin, VP, Jazd Market * Wells Shi, VP of Global Business, Hengtian Software * Qing Zhang, Vice President, 3E Bioventures * Wanli Zhu, Partner, Fairhaven Capital * Edward Melia, Managing Director, Evolution Global Growth Partners * Steven Du, Partner, Boston Angel Club Investment * Yao Guan, Yaonology, Founder/ CEO * Victor Ji, Founding Partner of Bitblock Capital, Global Ambassador of Conflux More to be confirmed…
【Venue & Time】
MIT E51 Tang Center
70 Memorial Dr, Cambridge, MA 02142
Saturday 10/19/2019 1:00 pm - 5:00 pm
【Registration】
Early bird tickets are on sale now at:
https://www.eventbrite.com/e/2019-fall-venture-summit-tickets-73738137755
【Startups】
Startups interested in seeking capitals please send the introduction and business plan (by 2019/10/15) to: roadshow@bcicglobal.org
【Sponsors & Investors】
If you are interested in sponsoring the summit or BCIC or would like to know the startups in our inventory, please contact us at: info@bcicglobal.org
【Volunteers】
Volunteers that are willing to help organizing the event on the event day, please contact us at: info@bcicglobal.org
【Past Summits】
2019 Spring Venture Summit: http://bit.ly/2ks1ibi
2018 Fall Venture Summit: http://bit.ly/2kWCjgB
2018 Spring Venture Summit: http://bit.ly/2m1pGkE
2017 Fall Venture Summit: http://bit.ly/2lZae8x
2017 Spring Venture Summit: http://bit.ly/2kWCIj7
Organizers
Boston Chinese Investment Club
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。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。
MIT Sloan Greater China Club
MIT Sloan Greater China Club (Sloan GCC) is a voluntary, non-profit organization with the mission to build a close-knit community for the growing number of Sloan students. We hold activities related to Greater China region in areas including professional development, social gathering and cross-cultural communication.
BCIC Annual Sponsors
Platinum Sponsor
Gold Sponsors
For future BCIC events, please visit us on the website at www.bcicglobal.org, or scan our Wechat QR Code at the bottom.
BCIC&CFA 中国投资论坛峰会
BCIC & CFA Society Boston Conference 9/20:
Decoupling – Investment Implications of US & China Economic Tension
波士顿华人投资协会携手CFA Boston于9月20日下午1点至五点，在Courtyard by Marriott Boston Downtown举办年度中国投资论坛峰会。业界精英及学术翘楚齐聚一堂。在当今中美贸易摩擦逐渐升温的环境下，共同探讨未来展望，投资机会及其对全球经济影响。 China, an economic miracle of the past decades, has also developed the world’s second biggest financial market. Meanwhile, as the trade war between the United States and China continues, the ongoing tariff battle remains an important risk factor and becomes a challenge for China to maintain high growth.
The China conference co-arranged by the Boston Chinese Investment Club (BCIC) and CFA Society Boston will bring together thought- leaders and finance practitioners from both China and the U.S. Through a panel discussion format, we will explore the opportunities and challenges in investing in the Greater China region, as well as the trade-war impact on global supply chain and technology transition. The conference will cover investment implications of US & China economic tension. 2019.09.20 1-5PM Eastern Daylight Time @ Courtyard by Marriott Boston Downtown (275 Tremont St, Boston, MA 02116) Agenda Welcoming and Introduction · George Hoguet, CFA, FRM, Chesham Investments, LLC, Board of Directors CFA Society Boston · Bonita Chen, Director of BCIC, Officer State Street Bank & Trust
The Thucydides Trap - Overview of Current & Potential Tensions · Yasheng Huang, PhD, Epoch Foundation Professor of International Management MIT Sloan School of Management
Economic Outlook · Yan Wang, CFA, Partner and Chief Emerging Market & China Strategist Alpine Macro
Asset Allocation & Portfolio Construction Moderator: · George Hoguet, CFA, FRM, Chesham Investments, LLC, Board of Directors CFA Society Boston Panelists: · Sarah Samuels, Partner and Director of Public Markets, NEPC · Mike Shen, Phd, Director, Equity, PanAgora Asset Management · Zhu Chao, CEO, Asset Pro Group Holdings Ltd
Investing in China — Fundamental or Quantitative Moderator: · Lillian Lin, Senior Vice President, Portfolio Manager, PIMCO Panelist: · Steve Xia, PhD, CFA, FRM, Senior Managing Director, Head of Quantitative Research and Analytics at Guardian Life, Professor of Practical Finance at Brandeis International Business School · Bin Shi, SVP, Portfolio Manager - Acadian Asset Management
The Trade War and the Sino American Rivalry · William H. Overholt, PhD, President, Fung Global Institute; Senior Research Fellow Ash Center for Democratic Governance and Innovation, John F. Kennedy School of Government, Harvard University
Register by the following link through Eventbrite:
https://www.eventbrite.com/e/the-impact-of-us-and-china-economic-decoupling-on-institutional-investments-tickets-68696915323 ("Read More")
or please register through CFA Society website:
https://www.cfaboston.org/store/events/registration.aspx?event=092019&expand=TRUE
Receipts for reimbursement will be available upon request. SPEAKER BIOS
George Hoguet CFA, FRM, CEO Chesham Investments, Board of Directors CFA Society of Boston George Hoguet is a private investor and most recently was a Managing Director and Global Investment Strategist in the Investment Solutions Group at State Street Global Advisors. At SSgA he worked with large pools of capital on economic, strategic and investment policy issues and for several years headed the firm's active emerging markets strategy. Previous positions include pension fund consulting at the Frank Russell Company and portfolio management at Baring Asset Management. From 1981-1985 George served at the U.S. Treasury Department, first as U.S. Alternate Executive Director to the World Bank and, subsequently, as Principal Deputy Assistant Secretary of the Treasury for International Affairs. He is currently a Trustee of The Research Foundation of CFA Institute and on the Advisory Board of the Official Monetary and Financial Institutions Forum (OMFIF.) Yasheng Huang Phd, Epoch Foundation Professor of International Management MIT Sloan School of Management Between 2013 and 2017, he served as an Associate Dean in charge of MIT Sloan’s global partnership programs and its action learning initiatives. His previous appointments include faculty positions at the University of Michigan and at Harvard Business School. He has held or received prestigious fellowships such as the National Fellowship at Stanford University and the Social Science Research Council-MacArthur Fellowship. He was named by the National Asia Research Program as one of the most outstanding scholars in the United States conducting research on issues of policy importance to the United States. He is or has been a Fellow at the Center for China in the World Economy at Tsinghua University, a Research Fellow at Shanghai University of Finance and Economics, a Fellow at William Davidson Institute at Michigan Business School, and a World Economic Forum Fellow. He has served as a consultant at World Bank, Asian Development Bank, and OECD and is serving on a number of advisory and corporate boards of non-profit and for-profit organizations. Yan Wang CFA, Partner and Chief Emerging Market & China Strategist Alpine Macro Yan spent 15 years at BCA Research where he was the firm’s Chief China Strategist and Managing Editor of BCA China Investment Strategy from 2005 to 2017. Prior to joining BCA, he spent six years as an equity analyst in China and Hong Kong. Sarah Samuels CFA, CAIA, Partner and Director of Public Markets NEPC Sarah is a partner at NEPC and oversees the firm's Public Markets team. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including asset allocation, portfolio construction, and manager selection across private markets, public markets, and hedge funds. Earlier in her career, Sarah was the deputy chief investment officer at Mass PRIM, where she chaired the internal Investment Committee and oversaw asset allocation, investment research, and manager selection. Samuels led the portfolio management of the $45 billion public markets and hedge fund portfolios, including US equities, developed international equities, emerging market equities, frontier equities, treasuries, inflation-linked bonds, credit, and emerging markets debt. Mike Chen Phd, Director, Dynamic Equity, PanAgora Asset Management Dr. Chen is a Portfolio Manager for Global and International portfolios in Dynamic Equity, and ESG portfolio. Researcher with research interests in ESG, machine learning/alternative data, and China A shares. Previously, Dr. Chen was a Portfolio Manager at Blackrock, Senior Capital Market Analyst at Google, and Interest Rate Derivative Trader at Morgan Stanley. Zhu Chao CEO Asset Pro Group Holdings Ltd Mr. Zhu Chao formerly worked at JP Morgan Chase in London and Royal Bank of Scotland in Hong Kong, focusing on global financial institution’s mergers and acquisitions and overseas bond issuance. He partook in numerous overseas mergers and acquisition projects, along with bond issuance and transactions. Mr. Zhu Chao founded Asset Pro in 2013. sset Pro Group Holdings Limited was founded in 2013. Merely within six years of time, the company procured five rounds of first-tier VC investments, including but not limited to Bertelsmann Asia Investments (BAI) Fund, Yong Hua Capital, and Chang’an Capital. Asset Pro is a China’s Leading Technology-driven Overseas Wealth Management Platform.
The China conference co-arranged by the Boston Chinese Investment Club (BCIC) and CFA Society Boston will bring together thought- leaders and finance practitioners from both China and the U.S. Through a panel discussion format, we will explore the opportunities and challenges in investing in the Greater China region, as well as the trade-war impact on global supply chain and technology transition.
Steve Xia,
Phd, CFA, FRM, Senior Managing Director, Head of Quantitative Research and Analytics at Guardian Life, Professor of Practical Finance at Brandeis International Business School
2019 BCIC商业地产投资论坛第2期 ：当前经济周期的另类投资配置
2019 Commercial Real Estate Forum ：Alternative Investment under the Current Economic Cycle
地产行业作为一种风险可控，实体投资，回报稳定的资产类型，一直以来受到机构和个人投资者的广泛青睐。2019年4月26日（周五）晚7:00，邀请您参加2019 BCIC商业地产论坛第二期。
感谢VIINET Inc. 和 Greencourt Capital Inc.对本次活动的大力支持。
我们非常期待会员们反馈对于商业地产投资的关注点和更加细化的需求，感谢会员们的支持，让我们有信心将此系列活动越办越好。
本次论坛嘉宾分享的内容分为两大板块：一级市场地产项目投资经验分享，二级房地产股票市场解析与策略。
活动安排：
6:30-7:00
入场
7:00-7:05
Keynote Speech: 易敏（BCIC协会主席）
Host: 尹子潇（BCIC商业地产分会会长）
7:05-8:15
一级地产板块：
- 俞乃奋（Sunwater Capital 创始人、VIINET INC. 创始人）：中美两地地产投资的思维转换
- Jeffrey Rosenberg（ Tufts大学客座讲师, Dao Investments创始人）:中美两国地产项目开发经验分享
- 陈仲（绿庭集团副总裁、美国绿庭资本总裁）：美国地产Fix and Flip的机会与实施策略
8:15-9:10
二级市场板块：
- Paul Adornato（MIT地产中心客座讲师，BMOREIT分析师）: 美国REITs的发展历程与投资者特征
- 陆兵（VIINET INC. 董事、Vesta Investment Advisors 首席执行官）：美国REITs板块分析与投资策略
9:10-9:30
现场讨论环节
The real estate industry, as an asset type with control lable risks, physical asset and stable returns, has been widely favored by institutional and individual investors.
We appreciate the Sponsorship by VIINET INC. and GREENCOURT CAPITAL INC.
We really appreciate our members’ feed back, inspired by your support, we are confident that this series of events will be better and thrive. This forum includes two sections: the investment experience sharing of the primary market real estate project, and the analysis and strategy of the secondary real estate stock market.
Welcome tothe event, and feel free to extend the invitation to your colleagues and thosewho will benefit!
Registration Link(Read More)：
https://forms.gle/R1Pv4n5SVSte97H98
(Please register your information in case we need to notify youfor any changes).
Time： April. 26th, 7:00 p.m. – 9:30 p.m.
Location：MIT E51 (Exact room will be notified via email to thoseregistrants)
Address: 70 Memorial Drive Cambridge MA 02142
Language：English & Chinese
Brief Description
Brief Introduction
Stephany Yu
Founding Partner of Sunwater Capital
Founding Partner of VIINET INC.
Ms. Yu is a Founder and General Partner of Sunwater Capital, a private equity firm investing in real estate, healthcare, and information. She is the founder of Greencourt Group, a Shanghai- based private real estate and investment company and the controlling shareholder of Shanghai Greencourt Investment Group Co. Ltd., (A600695, B900919) a Shanghai-listed asset management company. Ms. Yu has developed more than 36 million square feet of residential, commercial, and retail property in China and the United States. She is the founder of ViiNet Inc., an online wealth management company for Chinese investors investing in US assets. Ms. Yu is an active member of the Chinese American community, serving as chairman of the Chinese American Real Estate Association and chairman of the International Leadership Foundation’s Entrepreneurship and Innovation Committee.
Jeffrey Rosenberg,
Dao Investments
Founder
Jeffrey Rosenberg has founded and operated businesses in the U.S. and Asia in the commodities, life sciences, consumer products, telecommunications and real estate industries. He started working and living in China in 1980. He built more than 100,000 square meters of mostly industrial and commercial space in China. In the mid-1990’s, he was a director of Tishman Speyer Properties responsible for real estate development in Asia Pacific.
Most recently, he set up Dao Investments which partners with regional US real estate developers to develop mid-market residential properties in the Boston area.
Three of Jeffrey’s businesses have been written as Harvard Business School case studies, two about real estate and one about agri-business.
Chris Chan
Vice President of Shanghai Greencourt Investment Group
President of Greencourt Capital Inc
Mr. Chris Chan is the Vice President at Greencourt Investment Group and President at Greencourt Capital Inc. Prior to joining Greencourt, he was the General Manager of International Business Division of CITIC Trust, over-sighting both inbound and outbound investment activities. He was also managing three cross-border funds with government issued credentials of ODI, QDLP and QFLP. He served as the Vice General Manager at the Innovation Business Department of CITIC Trust between 2012-2015, where he leads a number of initiatives in devising some industry-leading investment vehicles into the sectors such as healthcare, senior housing, and consumer staples.
Paul E. Adornato, CFA
Adjunct Instructor at NYU and Fordham University
Paul E. Adornato, CFA, is a seasoned REIT professional currently engaged in multiple roles as teacher, advisor and investor.
In New York he serves as Adjunct Instructor in the Masters programs at NYU’s Schack Institute of Real Estate and at Fordham University’s Real Estate Institute. He also serves as Head Learning Facilitator for digital education specialist GetSmarter in collaboration with the MIT Center for Real Estate which recently developed and launched its first online Certificate course.
Paul is a veteran REIT analyst with more than 30 years’ experience on Wall Street, most recently at BMO Capital Markets (2005 – 2017) where co-founded the US REIT research franchise including creating its annual Real Estate Conference. From 2001 to 2005, he grew two entrepreneurial REIT research efforts from scratch.
Bing Lu,
President and CEO of Vesta Investment Advisors, LLC
Chairman of ViiNet INC.
Mr. Lu is a SEC Registered Investment Advisor. He has over 20-year experience in equity market, expertise in Real Estate Investments;
Since 2016 to present, Mr. Lu works at Vesta/ViiNet, primarily oversees real estate investments and quantitative trading, including REITs portfolio managements;
Before, he built his investment and management experience in top financial institutions such as Millennium Management, Fidelity Investments, Putnam Investments, Scudder Kemp Investments and Fannie Mae, etc.
Organizers
Boston Chinese Investment Club
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。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。
Brief Description |
Brief Introduction
|
Stephany Yu
Founding Partner of Sunwater Capital
Founding Partner of VIINET INC.
|
Ms. Yu is a Founder and General Partner of Sunwater Capital, a private equity firm investing in real estate, healthcare, and information. She is the founder of Greencourt Group, a Shanghai- based private real estate and investment company and the controlling shareholder of Shanghai Greencourt Investment Group Co. Ltd., (A600695, B900919) a Shanghai-listed asset management company. Ms. Yu has developed more than 36 million square feet of residential, commercial, and retail property in China and the United States. She is the founder of ViiNet Inc., an online wealth management company for Chinese investors investing in US assets. Ms. Yu is an active member of the Chinese American community, serving as chairman of the Chinese American Real Estate Association and chairman of the International Leadership Foundation’s Entrepreneurship and Innovation Committee.
|
Jeffrey Rosenberg,
Dao Investments
Founder
|
Jeffrey Rosenberg has founded and operated businesses in the U.S. and Asia in the commodities, life sciences, consumer products, telecommunications and real estate industries. He started working and living in China in 1980. He built more than 100,000 square meters of mostly industrial and commercial space in China. In the mid-1990’s, he was a director of Tishman Speyer Properties responsible for real estate development in Asia Pacific.
Most recently, he set up Dao Investments which partners with regional US real estate developers to develop mid-market residential properties in the Boston area.
Three of Jeffrey’s businesses have been written as Harvard Business School case studies, two about real estate and one about agri-business.
|
Chris Chan
Vice President of Shanghai Greencourt Investment Group
President of Greencourt Capital Inc
|
Mr. Chris Chan is the Vice President at Greencourt Investment Group and President at Greencourt Capital Inc. Prior to joining Greencourt, he was the General Manager of International Business Division of CITIC Trust, over-sighting both inbound and outbound investment activities. He was also managing three cross-border funds with government issued credentials of ODI, QDLP and QFLP. He served as the Vice General Manager at the Innovation Business Department of CITIC Trust between 2012-2015, where he leads a number of initiatives in devising some industry-leading investment vehicles into the sectors such as healthcare, senior housing, and consumer staples.
|
Paul E. Adornato, CFA
Adjunct Instructor at NYU and Fordham University
|
Paul E. Adornato, CFA, is a seasoned REIT professional currently engaged in multiple roles as teacher, advisor and investor.
In New York he serves as Adjunct Instructor in the Masters programs at NYU’s Schack Institute of Real Estate and at Fordham University’s Real Estate Institute. He also serves as Head Learning Facilitator for digital education specialist GetSmarter in collaboration with the MIT Center for Real Estate which recently developed and launched its first online Certificate course.
Paul is a veteran REIT analyst with more than 30 years’ experience on Wall Street, most recently at BMO Capital Markets (2005 – 2017) where co-founded the US REIT research franchise including creating its annual Real Estate Conference. From 2001 to 2005, he grew two entrepreneurial REIT research efforts from scratch.
|
Bing Lu,
President and CEO of Vesta Investment Advisors, LLC
Chairman of ViiNet INC.
|
Mr. Lu is a SEC Registered Investment Advisor. He has over 20-year experience in equity market, expertise in Real Estate Investments;
Since 2016 to present, Mr. Lu works at Vesta/ViiNet, primarily oversees real estate investments and quantitative trading, including REITs portfolio managements;
Before, he built his investment and management experience in top financial institutions such as Millennium Management, Fidelity Investments, Putnam Investments, Scudder Kemp Investments and Fannie Mae, etc.
|
Organizers
【邀请函】嘉宾介绍（一）| 2019 春季创投峰会
距离2019春季创投峰会
Join us to learn about the Boston Ujima Project's Ujima Fund and how you can become a co-investor!
RSVP HERE: ujimafundworkshopfeb24.eventbrite.com
Time: Sunday, February 24th, 1-3:30pm
Place: Union Capital Boston
Refreshments provided. Free & open to all. Please email info@uijmaboston.com with any childcare needs.
At this workshop, participants will learn about the Ujima ecosystem and democratic model, what it means to invest in Ujima, how to decide what size investment is right for you and how to actually invest.
The rise of global authoritarianism, entrenched racial inequality, and ecological crisis are real threats to the future of our communities. But "Ujima," a celebrated Kwanzaa principle and Swahili for "collective work and responsibility," inspires us to confront these challenges with the power of cooperative action.
Since 2015, the Ujima Project has engaged thousands of residents across Boston's working class communities of color to co-create a vision for a new economy. Ujima is modeling a "People's Economy" that is controlled and owned by all.
At the heart of our alternative is the democratization of finance. We believe that everyday people, not bankers or politicians, should control our savings and wealth. To pilot this vision, Ujima's 450+ members made history last December by launching the first democratically governed investment fund in the US.
Our goal is to raise $5 million from our families and allies to collectively invest in the needs and dreams of our communities. Rather than rely on the "invisible hand" to direct our capital, Ujima gathers our real hands of democracy to rewrite the rules of finance.
【邀请函】BCIC 2019美国商业房地产投资论坛
2019 Commercial Real Estate Forum
- Grand Opening of BCIC Commercial Real Estate Group
Organizers
Boston Chinese Investment Club (BCIC)
MIT Sloan Greater China Club (GCC)
【Introduction】
地产行业作为一种风险可控，回报稳定的资产类型，一直以来受到机构和个人投资者的广泛青睐。2019年BCIC的揭幕活动，主题为美国商业地产趋势与投资，为您解读2019年全球经济新形势下的美国商业地产趋势。
本次论坛嘉宾分享的内容涵盖一级市场的地产开发并购等不同类型项目的行情解读；二级市场REIT交易解析；以及外国资本投资美国商业地产的税收法律问题等。
Boston Chinese Investment Club & MIT Sloan Greater China Club will hold a forum on Commercial Real Estate Investment on Feb. 15th at MIT from 7:00 to 9:00 pm EST TIME, along with the grand opening of BCIC Commercial Real Estate Group.
During this event, we are inviting critical players and experts in the field to unfold the latest trends as well as outlook of the 2019 US commercial real estate landscape.
Specifically, the forum will cover the interpretation of different types of deals in the primary market, such as raw land development, flipping, mergers and acquisitions; secondary market of commercial real estate, including the analysis of REIT and risk management; the taxation issues of foreign capital investment in commercial real estate in the United States.
Name
Brief Description
Jeffrey Rosenberg,
Dao Investments
Founder
Jeffrey Rosenberg has founded and operated businesses in the U.S. and Asia in the commodities, life sciences, consumer products, telecommunications and real estate industries. He started working and living in China in 1980. He built more than 100,000 square meters of mostly industrial and commercial space in China. In the mid-1990’s, he was a director of Tishman Speyer Properties responsible for real estate development in Asia Pacific.
Most recently, he set up Dao Investments which partners with regional US real estate developers to develop mid-market residential properties in the Boston area.
Three of Jeffrey's businesses have been written as Harvard Business School case studies, two about real estate and one about agri-business.
Bing Lu,
Vesta/ViiNet
Fund Manager
Mr. Lu is a SEC Registered Investment Advisor. He has over 20-year experience in equity market, expertise in Real Estate Investments;
Since 2016 to present, Mr. Lu works at Vesta/ViiNet, primarily oversees real estate investments and quantitative trading, including REITs portfolio managements;
Before, he built his investment and management experience in top financial institutions such as Millennium Management, Fidelity Investments, Putnam Investments, Scudder Kemp Investments and Fannie Mae, etc.
Name
|
Brief Description
|
Jeffrey Rosenberg,
Dao Investments
Founder
|
Jeffrey Rosenberg has founded and operated businesses in the U.S. and Asia in the commodities, life sciences, consumer products, telecommunications and real estate industries. He started working and living in China in 1980. He built more than 100,000 square meters of mostly industrial and commercial space in China. In the mid-1990’s, he was a director of Tishman Speyer Properties responsible for real estate development in Asia Pacific.
Most recently, he set up Dao Investments which partners with regional US real estate developers to develop mid-market residential properties in the Boston area.
Three of Jeffrey's businesses have been written as Harvard Business School case studies, two about real estate and one about agri-business.
|
Bing Lu,
Vesta/ViiNet
Fund Manager
|
Mr. Lu is a SEC Registered Investment Advisor. He has over 20-year experience in equity market, expertise in Real Estate Investments;
Since 2016 to present, Mr. Lu works at Vesta/ViiNet, primarily oversees real estate investments and quantitative trading, including REITs portfolio managements;
Before, he built his investment and management experience in top financial institutions such as Millennium Management, Fidelity Investments, Putnam Investments, Scudder Kemp Investments and Fannie Mae, etc.
|
Arthur R. Kerr II,
Arthur R. Kerr concentrates his practice in international and domestic taxation, business law, contracts, and real estate.
【嘉宾更新】2018波士顿区块链峰会
关注公众号获取更多BCIC活动资讯！
官方网站：www.bcicglobal.org
2018 Boston Blockchain Conference
(MIT Samberg Conference Center)
Organizers
Boston Chinese Investment Club (BCIC)
International Collegiate Blockchain Association (ICBA)
Partners
BitBlock Capital
MIT Sloan Greater China Club (GCC)
【Introduction】
波士顿华人投资协会（BCIC）与ICBA基金会，将于2018年11月17日携手中美各大知名投资机构，业内资深以及优秀的区块链项目，举办首届区块链创投峰会。峰会将邀请各个行业的精英人士，探索技术，回归初心，正视区块链真实的技术价值。而对于这一年的喧嚣和沉淀，迷失和探索，我们也会汇聚这个行业真正的实践者和意见领袖，以实事求是的态度，共同探索区块链的方向和未来。
【Preliminary Agenda】
8:30 - 9:00 am | Registration & Coffee
9:00 - 10:30 am | Keynote Speakers
10:30 - 12:00 pm | Panel Discussions
12:00 - 1:00 pm | Lunch Break
1:00pm - 4:00pm | Roadshows
4:30 pm - 6:30 pm | After Event VIP Reception
【Confirmed Speakers (More to Come)】
Silvio Micali
Ford Professor of Engineering at MIT, Founder of Algorand, Recipient of Turing Award
Silvio Micali has been on the faculty at MIT, Electrical Engineering and Computer Science Department, since 1983. Silvio’s research interests are cryptography, zero knowledge, pseudorandom generation, secure protocols, and mechanism design. In 2017, Silvio founded Algorand, a fully decentralized, secure, and scalable blockchain which provides a common platform for building products and services for a decentralized economy. At Algorand, Silvio oversees all research, including theory, security and crypto finance.Silvio is the recipient of the Turing Award (in computer science), of the Goedel Prize (in theoretical computer science) and the RSA prize (in cryptography). He is a member of the National Academy of Sciences, the National Academy of Engineering, and the American Academy of Arts and Sciences.
Henry Wang 王启亨
President of the SmartMesh Foundation, Co-chair of SmartRoots Fund, President of the International Federation of Blockchain applications (IBAF)
Henry Wang is the president of the SmartMesh Foundation, Co-chair of SmartRoots Fund, President of the International Federation of Blockchain applications (IBAF), and Founder of Universal Connectivity and Consensus Organization (UCCO). After receiving his master's degree in Physics from Peking University in 1999, Wang obtained a full scholarship for a Doctorate of Astronomy and Physics degree at Northwestern University in the United States. In 2000, Wang Qiheng transferred to Washington University in St. Louis to pursue a Doctoral degree in Computer Science. During his doctoral studies, Mr. Wang served as a core development member and director of business development for Erlang Technology in the United States. In 2006, Henry Wang left school and worked on several business, leading to the formation of the SmartMesh Foundation in Singapore, to realize his dream of the exchange of information and value without boundaries (Internet of Value). In April, 2018, Silicon valley IT magazine APAC CIO Outlook named SmartMesh among the world's top 10 blockchain technology solution providers for 2018.
Henry Wang is a Thought Leader in the global Blockchain field and a world renowned technical expert. His research and development projects cover Internet Protocol, Blockchain, Chip design, Artificial Intelligence, Big Data, Edge Computing, Internet of Things, and Internet of Everything.
Sarah Zhang 张佳辰
Founder of Points
Sarah Zhang is the founder of Points, the first truly scalable blockchain data collaboration protocol for better credit scoring and inclusive finance. Prior to Points, she was the ex-COO of Segway Robotics Inc., where she spearheaded the development of its developer community of more than 3000 participants including MIT, Intel and BMW. She was also formerly a Product Manager at Amazon. Her blockchain career began in 2013 when she was previously an early employee of Tim Draper’s accelerator, Draper University. In addition to founding Points, Sarah is the chair of dCamp, a Beijing-based blockchain developer and investor community. She is also a guest lecturer at Tsinghua University Blockchain Course. She received her MBA from Harvard Business School and her Masters in Public Policy from the Harvard Kennedy School of Government.
Honggang Tang 唐虹刚
CIO of PlatON, Former Alibaba Investment Director
Honggang Tang is the CIO of PlatON, Former Alibaba Investment Director, System Architect. Baidu Mobile Systems Department Architect. Motorola System Architect. Tsinghua Tongfang department manager. In Alibaba, he invested in artificial intelligence unicorn companies such as Sensetime and Cambricon. He also has 20 Chinese and US granted technical utility patents.
Feng Han 韩峰
Founder of MIT Blockchain Pillar and Foundation
Feng Han is the founder of MIT Blockchain Pillar and Foundation, Lecturer and instructor of Tsinghua University’s graduate course series ‘Cyber Smart Economics and Block Chain’, Secretary General of Asia Blockchain DACA (Distributed Autonomous Coalition of Asia) Association, Executive Council Member of Elastos, main author of ‘Blockchain Quantum Wealth’ and various other works.
韩锋，哥伦比亚大学访问研究员、清华大学iCenter导师、亚洲区块链DACA协会秘书长、亦来云基金会理事，主编了《区块链新经济蓝图及导读》，《区块链开发与实例》，《区块链—量子财富观》等专著，参与开发了清华大学研究生公共课《赛博智能经济和区块链》并任主讲之一。
Jie (Jay) Qin, CFA
Advisor to IDA Digital Asset Management
Jay Qin, CFA, is an Advisor to IDA Digital Asset Management. He is a vice president and senior investment manager at one of the world’s largest investment firms, serving some of the leading institutional clients globally. He has extensive institutional investment management experience in the areas of asset allocation, investment evaluation, risk management and portfolio construction. He is an early follower and practitioner in the blockchain industry.
Jie Qin, CFA, 是IDA国际数字资产管理荣誉顾问。他长期在顶级全球投资公司担任副总裁和资深投资经理；其团队的客户包括大型机构投资者。他在全球资产管理方面有全面的实战经验，包括资产分配，投资分析，风险管理，和基金管理。他是较早进入区块链行业的关注者、实践者.
Victor Ji 纪沧海, CPA
Executive partner of BitBlock Capital
Victor Ji is the executive partner of BitBlock Capital, partner of Crypto Vision and Vice President of FIAT Capital. Chair of Harvard Kennedy School Blockchain and Cryptocurrency Club. Graduate student of MPAID program at Harvard Kennedy School. MBA X-plan from Guanghua School of Management at Peking University. Working experience in Israel, Denmark, Mckinsey and Fosun.
Shuyao Kong 孔姝尧
ConsenSys’s Global Strategic Initiative
Shuyao Kong (孔姝尧) is a member of ConsenSys’s Global Strategic Initiative team, with extensive business development, consulting and advisory experiences in regions such as Middle East, Northern Africa, as well as the Greater China. Shuyao started her career with IBM in New York, while pursuing a dual degree in Psychology & Economics at Smith College in Massachusetts. Shortly after working in NYC, Shuyao moved to Lagos, Nigeria, where she managed IBM’s Diversity program across Middle East & Africa and Turkey. In 2016, Shuyao moved to Dubai, working as a Strategy Consultant for IBM’s Global Business Services (GBS) unit where she helped regional banks design and implement digital banking solutions. She researched heavily on Fintech startups, which led her to the world of Blockchain. In 2017, Shuyao transitioned to ConsenSys where she was part of the team that expanded the Dubai, Saudi Arabia and later on Hong Kong as well as mainland China. Shuyao’s area of expertise resides in Blockchain advisory, digital solutions, UX/UI, and mobile development.
John Slyusarev
Managing Partner at SMC Capital
John is the Managing Partner at SMC Capital. Formerly the CMO and CBDO at ICORating, the world’s leading blockchain rating agency. At ICORating, where he was responsible for marketing, business development and strategic partnerships. He and his team onboarded more than 50 investment funds, 10+ leading exchanges, and dozens of other strategic partners. Prior to his work at ICORating, He had his own consulting firm and was the CMO of a top-20 European travel company. He also work with leading media, such as Business Insider, Wall Street Journal, INC, Bitcoin.com and many others, as an expert.
Tom Huang
Co-founder of Hashgard
Tom Huang, is a co-founder of Hashgard, a well-known distributed and trusted digital asset protocol and platform for STO. The company raised 20 million dollars from 80 institutional funds via private sale and is the only one platform that has true mass adoption from 80 funds who will use it for the asset management.
Dr. Bin Zhao
Co-founder and CTO of CPChain
Dr. Zhao is the co-founder and CTO of CPChain. Dr. Zhao has more than 12 years research and develop experience on communication, Internet of Things and FinTech. Extended experience in management of R&D team. He has three patents on inventions in Internet of Things.
Jason Qiao
MatrixONE首席战略顾问/CSA
芝加哥大学金融数学硕士；曾就职于美国摩根大通私人银行总部任执行董事，量化策略和大类资产配置全球主管，投资委员会成员。在摩根大通工作12年，先后负责开发了私人银行全球资产管理系统，管理规模达3000亿美元资产；曾为顶级机构投资者研发大类资产配置模型，在全球顶级另类投资学术期刊上发表文章；曾在中国人民银行工作三年，任监管人员，熟悉金融监管政策，拥有丰富的国际金融从业经验。币币指数 (BBIndex) 创始人和组委会成员. 近几年积极推动金融科技和Quorum在资产管理的应用，尤其是区块链技术应用于去中心化的基金管理和加密货币资管平台。
【Confirmed Roadshows (More are Under Evaluation)】
EveriToken (https://www.everitoken.io/)
Registered in Zug Switzerland, everiToken is world's first token-customized public chain aiming to be the best infrastructure to tokenize everything and for token economy. After a successful mainnet launch on 2018/07/31, everiToken has achieved high TPS(5,000+), high security and high standardization. EveriToken invents Safe Contract to replace the traditional smart contract layer of a typical public chain structure. Both traditional applications(Apps) and decentralized Apps(DApps) could use everiToken's core functions by calling token-related APIs. Please visit it everiToken.io for more information.
IDA (http://www.ida.im/)
IDA (International Digital Asset Management) is a global leader in asset digitalization. It provides an enterprise asset digitization solution and functionality to build thriving ecosystem for exchanging qualified real assets. IDA ranked 3rd in the 2018 National Mobile Internet Innovation Contest. It had successful application on digitalization of 3 Billion RMB timber asset from Laos’s virgin forest part of the Belt and Road Initiative.
CP Chain
CPChain is a new distributed infrastructure for next generation IoT. CPChain intends to build a fundamental data platform for IoT system in combination with distributed storage, encryption computation and blockchain technologies, providing the whole process solution from data acquisition, storage, sharing to application.CPChain is a promising solution to a series of challenges of current “chimney architecture” of IoT systems, reducing connectivity cost of devices, protecting data privacy and maximizing the value of IoT data.
Drone City (https://dca-sky.com/)
By collecting, analyzing, utilizing spatial information, and researching Blochchain technology, Sky Exchange aim to realize skysharing by combining drones with blockchain technology. By realizing skysharing, all people will be able to use information and content related to the sky in close proximity to each other, thereby promoting the richness of everyday life and business efficiency.
【Confirmed VC & Token Funds (More to Come)】
2018 Boston Blockchain Conference
(MIT Samberg Conference Center)
Organizers
Boston Chinese Investment Club (BCIC)
International Collegiate Blockchain Association (ICBA)
Partners
BitBlock Capital
MIT Sloan Greater China Club (GCC)
【Introduction】
We are excited to invite you and your team to join as part of our elite investor community. The conference is scheduled on Saturday, 11/1/7/2018 at the MIT Samberg Conference Center.
The event will share with you with the latest thoughts and developments in Blockchain/Crypto domain from distinguished professionals and academia, and showcase some selected high quality Blockchain technology startups.
【Preliminary Agenda】
8:30 - 9:00 | Registration & Coffee
9:00 - 12 pm | Keynote Speakers and Panel Discussions
12:00 - 1:00 pm | Lunch Break
1:00pm - 4:00pm | Roadshows
4:30 pm - 6:30 pm | After Event VIP Reception
【Sample Speakers (alphabetical order)】
Archil Cheishvili
CEO of Genesis AI
段仁洪(Renhong Duan)
中国通信工业协会区块链专业委员会 副主任委员
中能建数字科技产业发展(北京)有限公司 总经理
宁波中能建路华股权投资基金(央企控股区块链母基金) 创始合伙人
Nick Mancini
COO of Crypto Syndicate
Sarah Zhang
Founder of Points
Chair of dCamp
Guest lecturer at Tsinghua University Blockchain Course
Shoucheng Zhang
JG Jackson and CJ Wood professor of Physics at Stanford University
Shafi Goldwasser
Professor, Electrical Engineering and Computer Science, MIT
Turing Award Winner 2012
Silvio Micali
Professor, Electrical Engineering and Computer Science Department,MIT
Turing Award Winner 2012
Stephanie Hurder
Founding Economist at Prysm Group
Timothy Draper
Founding partner of Draper Associates and DFJ
【Potential Startups (alphabetical order)】
Founded by cryptography pioneer and Turing award winner, Silvio Micali, Algorand solves the “blockchain trilemma” with a platform that delivers decentralization, scalability and security. Algorand provides a foundation for existing businesses and new projects to operate globally in the emerging decentralized economy. Algorand’s first-of-its-kind, permissionless, pure proof-of-stake protocol supports the scale, open participation, and transaction finality required to build systems for billions of users.
BeeToken is building a middleman free, peer-to-peer network of hosts and guests on the decentralized web. It has the first decentralized home-sharing network, Beenest, built on top of Bee Protocols that connects hosts with guests without taking any commissions.
DeepBrain Chain is a decentralized neural network. Countless nodes across the world will supply computational power to AI companies and receive DBC as rewards. 70% of the DBC will be paid by the system and AI companies only need to pay 30%.Our token, DBC, is traded via smart contracts based on NEO. We use a hybrid consensus mechanism combining DPOS with POI. DeepBrain Chain is also a secure data trading platform which, by separating data ownership from data usage, maximizes the value of data while ensuring data privacy.
Zug Switzerland based everiToken is world's first token-customized public chain aiming to be the best infrastructure to tokenize everything and for token economy.Mainnet launched on 2018.07.31, everiToken has achieved high TPS(5,000+), high security and high standardization.
IDA(International Digital Asset Management) is a global leader in asset digitalization. It provides an enterprise asset digitization solution and functionality to build thriving ecosystem for exchanging qualified real assets. IDA ranked 3rd in the 2018 National Mobile Internet Innovation Contest. It had successful application on digitalization of 3 Billion RMB timber asset from Laos’s virgin forest part of the Belt and Road Initiative.
ScopeX is the world's first true AI blockchain. Scalability is provided by AI based state sharding, and our unique architecture of thin-Dapp clients and a fat-AI protocol allows for simplified application integrations. The ScopeX hash methodology uses on chain AI algorithms to distribute XAI in remittance to hardware and software suppliers, creating the next generation of decentralized infrastructure featuring self-regulation and the ability to evolve.
VisionX is founded on the premise of touching as many lives as possible and putting a smile on someone’s face when they need it.
Others: Incrypt, Hellofriend, VitaData, 3DEX, Points, Conflux, Coinweb, Venture Science, etc.
【Sample Venture Capital and Token Funds】
Ants Financial, JD Capital, BitBlock Capital, Danhua Capital, Westlake VC Capital, Kaitai Capital, Decent Capital, Boston Angel Club, Mass Ave Capital, Fiat Capital, Block Capital, Kosmos Capital, FBG Capital, etc
【Registration】
【Organizers】
About BCIC
Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization. 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 annual venture summits, monthly roundtable discussions, and roadshows.
About ICBA
International Collegiate Blockchain Association (ICBA) foundation is based in America and has abundant resources and branch offices in regions such as China, Japan, and Vietnam where Blockchain Technology is developing rapidly. The foundation provides professional consulting and complete PR package tailored to specific market and regulatory environment in each region for Blockchain projects across the globe.
【Partners】
About BitBlock Capital
BitBlock Group is a multinational blockchain investment, consulting and service corporation based in Beijing, Shanghai, Hangzhou and Boston. It is the holding company for BitBlock Capital, a token fund focusing on blockchain project and cryptocurrency investment, and BitWork Hub, an international consulting firm committed to serving blockchain projects. BitBlock Group has a solid foundation of intellectual capital and media resources, providing direct investments, professional services in the fields of business design, brand marketing, community operations, resource cooperation, technical services and regional roadshow.
About MIT GCC
MIT Sloan Greater China Club (GCC) is a voluntary, non-profit organization with the mission to build a close-knit community for the growing number of Sloan students. We hold activities related to Greater China region in areas including professional development, social gathering and cross-cultural communication.
2018 Fall Venture Summit
Invitation Letter
2018 BCIC 秋季创投峰会：大众邀请函
MIT Sloan Greater China Club (GCC) and Boston Chinese Investment Club (BCIC) will hold 2018 Fall BCIC Venture Summit in Boston, bringing venture capital funds and outstanding startups all together. The summit focuses on two sectors of cutting edge technology development: life science, and high-tech (including artificial intelligence, new material, microelectronics, etc.).
We sincerely invite you to join us to this summit.
Registration:
Agenda (tentative)
Time: 2017.09.30 (Sunday) 12:40 pm - 5:00 pm
Venue: MIT
Address: (To be Notified once Registered)
Healthcare Session
12:40 pm - 1:00 pm
会场开放及注册
Check in
1:00 pm - 1:20 pm
创投峰会及主办方简介
Introduction
1:20 pm - 1:50 pm
生物科技主旨演讲1
Biotech Keynote Speech 1
Jing Shan, MD, Ph.D | Principal Scientist, Moderna
1:50 pm - 2:20 pm
生物科技主旨演讲2
Biotech Keynote Speech 2
Ji-Xin Cheng, Ph.D. | Professor (ECE, BME), Boston University
2:20 pm - 2:50 pm
生物科技主旨演讲3
Biotech Keynote Speech 3
Yan Tan | CEO, Xbiome
2:50 pm - 3:10 pm
休息/咖啡时间 (20分钟)
Break/Coffee time （20 minutes）
3:10 pm - 3:40 pm
生物科技主旨演讲4
Biotech Keynote Speech 4
Sheng Feng | CEO, AI-Knee.com
3:40 pm - 4:10 pm
生物科技投资论坛
Biotech Investment Panel
Howicle (Yi) Wang | VP, Legend Star Capital
Steven Qian, Ph.D.| Assistant of the CEO, Ninth Eternity Ventures
Chong Xu, Ph.D | Senior Associate, F-Prime Capital
Ted Xutian Jing | Vice President, Morningside Venture Capital
Cynthia Cai, Ph.D., MBA, M. Eng. | Senior Advisor, Northern Light Venture Capital
4:10 pm - 5:00 pm
生物科技初创公司展示
Biotech Startup Showcase
6:30 pm - 9:00pm
晚饭
Dinner and Social Mixer
HighTech Session
1:00pm - 1:20pm
创投峰会及主办方简介
Introduction
1:20pm - 1:50pm
高科技主旨演讲1:
High-Tech Keynote Speech 1: “ Robotics ”
Hanchen Huang, PhD. | Donald W. Smith Professor and Chair, Mechanical and Industrial Engineering, Northeastern University
1:50pm - 2:20pm
高科技主旨演讲2
High-Tech Keynote Speech 2: “Deep Learning for Computational Healthcare: Innovations and Opportunities”
Danica Xiao, PhD. | IBM Research Staff Member, AI for Healthcare
2:20pm - 2:50pm
高科技主旨演讲3
High-Tech Keynote Speech 3: “Investment with AI”
Steve Sun, Ph.D., CFA, FRM, CAIA, CIPM | Head of Yintech Financial Innovation Labs
2:50pm - 3:00pm
休息/咖啡时间
Break/Coffee time
3:00pm - 3:40pm
高科技主旨 VC panel discussion
-
Yao Li | TSING Venture, Partner
-
Lewis Wang | Associate Director of Glory Ventures
3:40pm - 4:20pm
高科技主旨 panel discussion
-
Lillian Xu | Assistant Professor of Operations Management, Gies College of Business; RC Evans Data Analytics Fellow, Deloitte Center, UCIC
-
Albert Ma | Chief Innovation Officer at Insigma Hengtian
4:20 pm - 5:00pm
高科技创新项目 panel discussion
High-Tech Startups:
6:30pm -9:00pm
晚饭
Dinner, Social Mixer
【Preliminary Agenda】
【Confirmed VC & Token Funds (More to Come)】
2018 Fall Venture Summit
Invitation Letter
2018 BCIC 秋季创投峰会：大众邀请函
MIT Sloan Greater China Club (GCC) and Boston Chinese Investment Club (BCIC) will hold 2018 Fall BCIC Venture Summit in Boston, bringing venture capital funds and outstanding startups all together. The summit focuses on two sectors of cutting edge technology development: life science, and high-tech (including artificial intelligence, new material, microelectronics, etc.).
We sincerely invite you to join us to this summit.
Registration:
Agenda (tentative)Time: 2017.09.30 (Sunday) 12:40 pm - 5:00 pmVenue: MITAddress: (To be Notified once Registered)Healthcare Session
4:10 pm - 5:00 pm
生物科技初创公司展示Biotech Startup Showcase
Healthcare Speakers (To be Updated...)
(The list is ranked by last name in alphabetical order)
蔡小嘉
Cynthia Cai, Ph.D.; MBA; M. Eng. Senior Advisor, US Lead in Healthcare Northern Light Venture Capital
Dr. Cai is a senior advisor for Northern Light Venture Capital, a leading venture capital firm for Healthcare, TMT, and Advanced Technologies. She is focused on early-stage investments in the US healthcare segment. Dr. Cai had over 20 years of experience in leadership positions with one of the world’s most respected biotech companies. As senior director of marketing in the Mass Spec. Division for Agilent Technologies, she was responsible for global thought leader collaboration and solution development for its billion-dollar MS business. Before that, as business development manager and product marketing manager, Dr. Cai was involved in multiple acquisitions and divestitures, and led a $500+ million-dollar flagship product development and its global commercialization.
Dr. Cai earned a B.A. and Master of Engineering from Tsinghua University, received her Ph.D. in Chemistry from the University of Massachusetts and her MBA from The Wharton Business School of the University of Pennsylvania. Dr. Cai served as Delaware governor economic advisor, a member of the Board of the Forum for Executive Women (FEW-DE). Dr. Cai has also been a mentor for Wharton EMBA, Tsinghua University Global MBA and Drexel LeBow School of Business for many years. She is a regular speaker at conferences such as Wharton China Business Forum, for topics related to cross-border commercialization and cross-culture career development.
Ji-Xin Cheng, Ph.D.
Professor (ECE, BME), Boston University
Ji-Xin Cheng was born in Jixi, Anhui Province, P. R. China in 1971. He attended University of Science and Technology of China (USTC) from 1989 to 1994. From 1994 to 1998, he carried out his Ph.D. study on bond-selective chemistry under the supervision of Qingshi Zhu at USTC. As a graduate student, he worked as a research assistant at Universite Paris-sud (France) on vibrational spectroscopy and the Hong Kong University of Science and Technology (HKUST) on quantum dynamics theory. After postdoctoral training on ultrafast spectroscopy in Yijing Yan’s group at HKUST, he joined Sunney Xie’s group at Harvard University as a postdoc, where he and others developed CARS microscopy that allows high-speed vibrational imaging of cells and tissues. Cheng joined Purdue University in 2003 as Assistant Professor in Weldon School of Biomedical Engineering and Department of Chemistry, promoted to Associate Professor in 2009 and Full Professor in 2013. He joined Boston University as the Moustakas Professor in Photonics and Optoelectronics in summer 2017.
Professor Cheng and his research team have been at the most forefront of the constantly rising field of molecular spectroscopic imaging in technology, science, and clinical translation. Cheng is authored over 200 peer-reviewed articles with an h-index of 66 (Google Scholar). He organized/chaired 26 national/ international symposia, delivered over 200 invited talks. He holds 9 US patents for the invention of the CARS microscope and other technologies. He is the lead editor of the first book on coherent Raman scattering microscopy, CRC Press, 2012. In 2013 He co-founded Vibronix Inc which has the mission of saving lives through medical device innovations.
Professor Cheng’s achievements have been recently recognized by Purdue University College of Engineering Research Excellence Award (2016), Craver Award from Coblentz Society (2015), Chang-Jiang Scholar from Chinese Minister of Education (2015), Fellow of American Institute of Medicine and Biological Engineering (2014), Purdue Univ.
Sheng Feng CEO, AI-Knee.com
After receiving his PhD in Statistics and Bioinformatics from the North Carolina State University in 2004, Dr. Feng joined the faculty at the Washington University, and then the next year, the Duke University. His research interest focused on BIG DATA and machine-learning in precision medicine. In 2012, Dr. Feng moved to Boston, co-led a number of high-profile precision medicine projects in Biogen and AbbVie. In 2018, Dr. Feng started a company “Grace-Aging”, focusing on precision medicine solution for aging diseases, such as Osteoarthritis and Alzheimer’s disease.
Ted Xutian Jing
Vice President, Morningside Venture Capital
Xutian Jing (Ted), VP of Morningside Venture Capital, focuses in early-to-mid stage investment of healthcare companies, especially in medical services and biotech companies enabled by informational and/or computational technologies. He worked as a management consultant at IMS Health, now IQVIA, before joining Morningside VC. He holds a master degree at University of Pennsylvania and a bachelor degree at Nankai University.
Ted Xutian JingVice President, Morningside Venture CapitalXutian Jing (Ted), VP of Morningside Venture Capital, focuses in early-to-mid stage investment of healthcare companies, especially in medical services and biotech companies enabled by informational and/or computational technologies. He worked as a management consultant at IMS Health, now IQVIA, before joining Morningside VC. He holds a master degree at University of Pennsylvania and a bachelor degree at Nankai University.
Jing Shan, MD, Ph.D
Principal Scientist, Moderna
Dr. Jing Shan is a Principal Scientist in the group of biologics discovery and protein science at Moderna, a pioneering mRNA company that discovers and develops mRNA drugs to treat a variety of diseases. Dr. Jing Shan got her Bachelor of Medicine from Henan Medical School, China on 1996. She later got a Master in Science and Arts from University of Alberta, Canada in 2000, and a PhD from Columbia University, USA in 2010. She did her Postdoc on therapeutic monoclonal antibody discovery and development for oncology at Regeneron Pharmaceuticals, an industry leader in developing transgenic human immunoglobulin mouse platform for therapeutic human monoclonal antibody discovery. After her postdoc training, she continued working at Regeneron on many oncology programs, including antibodies that block oncogenic signaling pathways (Her family), inhibit tumor angiogenesis (Ang2 and DLL4), and enhance tumor-killing through antibody drug conjugate (PRLR-DM1) and bispecific antibody (CD20xCD3). She has also been involved in discovering and developing Regeneron’s immune-modulating antibodies, like PD1, CTLA4, and other hot immune-oncology targets that are in the forefront of current cancer immune therapy. In 2017 she got recruited to Moderna Therapeutics, a disruptive biotech that makes mRNA drugs. Such revolution approach uses cell’s software system – mRNA to make protein to treat all kinds of disorders, including infectious diseases, rare diseases and oncology. She is mainly responsible for discovering and developing new protein targets including antibody derived molecules as mRNA therapeutics. Dr. Jing Shan has published around 20 scientific papers, ranging from basic research to new antibody drug research and development for oncology.
Yan Tan/
CEO, Xbiome
Yan Tan is the co-founder and CEO of Xbiome. He has worked for Fengrui Capital, focusing on cross-border investment in biotechnology and big data. He has participated in XtalPi, Vibronix, Conjur (acquired by CyberArk), Seven Bridges, etc. Early investment by cross-border technology companies, with rich experience in investment, financing and operation of cross-border technology projects. Prior to joining Fengrui Capital, Tamr, a big data company founded by the 2014 Turing Award winner Michael Stonebraker, was responsible for the design of big data integration solutions for biomedical companies and the company's international business. He previously served as co-chair of MIT-CHIEF 2015, the largest Chinese innovation and entrepreneurship organization in the East. Tan completed his Ph.D. in bioinformatics at the Broad Institute of MIT and Harvard and holds a bachelor's degree in biotechnology from Peking University.
Howicle (Yi) Wang, VP of Legend Star Capital
Howicle (Yi) Wang focus on investment in biomedical and healthcare. He co-founded Watson Capital, managed a fund of RMB 150 million, has invested in more than 10 projects. He used to work for ASB Ventures and has invested a number of outstanding companies in healthcare industry. He used to worked for Beijing Genomics Institutions (BGI), has experience on microbial product development, gene sequencing services and direct to consumer (DTC) genetic testing services.
Chong Xu, Ph.D, Senior Associate, F-Prime Capital
Chong is a Senior Associate at F-Prime Capital. He focuses primarily on biopharmaceutical and medical technology sectors and works closely with the Eight Roads Ventures Asia team to manage portfolio companies and new investment opportunities in China. Prior to joining F-Prime in 2015, Chong was an associate in McKinsey and Company’s Boston office, a hedge fund healthcare equity analyst with Massif Partners and Affirmed Healthcare, and a researcher focusing on developmental neurobiology at Temasek Life Sciences Laboratory in Singapore.
Chong holds a Ph.D. in Cell Biology from University of Virginia and a MBA from Darden School of Business, University of Virginia. He received his B.S. in biology from Zhejiang University, China.
Yan Tan is the co-founder and CEO of Xbiome. He has worked for Fengrui Capital, focusing on cross-border investment in biotechnology and big data. He has participated in XtalPi, Vibronix, Conjur (acquired by CyberArk), Seven Bridges, etc. Early investment by cross-border technology companies, with rich experience in investment, financing and operation of cross-border technology projects. Prior to joining Fengrui Capital, Tamr, a big data company founded by the 2014 Turing Award winner Michael Stonebraker, was responsible for the design of big data integration solutions for biomedical companies and the company's international business. He previously served as co-chair of MIT-CHIEF 2015, the largest Chinese innovation and entrepreneurship organization in the East. Tan completed his Ph.D. in bioinformatics at the Broad Institute of MIT and Harvard and holds a bachelor's degree in biotechnology from Peking University.
Chong is a Senior Associate at F-Prime Capital. He focuses primarily on biopharmaceutical and medical technology sectors and works closely with the Eight Roads Ventures Asia team to manage portfolio companies and new investment opportunities in China. Prior to joining F-Prime in 2015, Chong was an associate in McKinsey and Company’s Boston office, a hedge fund healthcare equity analyst with Massif Partners and Affirmed Healthcare, and a researcher focusing on developmental neurobiology at Temasek Life Sciences Laboratory in Singapore.Chong holds a Ph.D. in Cell Biology from University of Virginia and a MBA from Darden School of Business, University of Virginia. He received his B.S. in biology from Zhejiang University, China.
Hightech Speakers (to be Updated...)
(The list is ranked by last name in alphabetical order)
Hanchen Huang
Chairs the Department of Mechanical and Industrial Engineering Department, Northeastern University
Hanchen Huang chairs the Department of Mechanical and Industrial Engineering Department, Northeastern University. Hanchen Huang has been elected to the rank of Fellow of the American Association for the Advancement of Science, the American Society of Mechanical Engineers, and the Society of Engineering Science; as well as to the Connecticut Academy of Science and Engineering. In addition to his current role as the Department Chair, Hanchen Huang has served as the Chair of Executive Committee of the Center for Clean Energy Engineering at UCONN, the Director of Mechanical Engineering Program at RPI, and the Chair of University Faculty Senate's Honors and Awards Committee and a member of Advisory Council to the President (and that to the Provost) at RPI.
Vincent Jiang
Prior to starting UniBit, Vincent Jiang has been managing a multi-asset class portfolio for 9 years, he specializes in security analysis and investment management. After college, he joined the HSBC’s Global Banking Branch as an Investment Banking Programme. Thereon, he received a Master degree from Harvard. In 2018, he started UniBit, a data driven news publishing engine powered by A.I
Feidu Luo,
Principal Engineer of DTonomy Inc.
Received Bachelor degree from Tsinghua Univ. and Master from Northwestern in early 2000s, both in EE major. After that more than ten years of product development, team building and management experiences in Microsoft. Had an extensive portfolio of software client/server/service releases. Expertise in network security, parallel computing and web development. Currently Principal Engineer of DTonomy, a Startup company focusing on providing AI-based incident response platform for small businesses and enterprises. Interests include but not limited to Machine Learning, Big Data & Smart Operations
Albert Ma
Chief Innovation Officer of Insigma Hengtian Software, Ltd
Mr. Albert Ma is the Chief Innovation Officer of Insigma Hengtian Software, Ltd. He has over 25 years of IT management and software development experience. Before joining Hengtian, Mr. Ma was the Chief Information Officer of the State Street Technology Center for several years in Hangzhou, China. He was the core team member in setting up the IT operation locally and migration of strategic applications to the Hangzhou office.
As the company’s Chief Innovation Officer, Mr. Ma manages the R&D and innovation activities of the company. He makes leading research efforts in technical solutions in Big Data Analytics, Cloud Computing, Mobile, Machine Learning and Software Engineering Automation.
孙红岩
Hongyan (Steve) Sun, Ph.D., CFA, FRM, CAIA, CIPM
Hongyan (Steve) Sun is the Head of Yintech Financial Innovation Labs, Boston and Shanghai, of Yintech Investment Holdings (Nasdaq: YIN). He is taking charge of the research and development of innovative financial technologies in the areas of trading and investment utilizing artificial intelligence, cloud computing, big data analysis, and financial engineering. Prior to leading the research labs, he was the Director of Analytics of Cabot Research, a financial technology firm specializing in applied behavioral finance for investment institutions. In the past, he had chronically been the Director of Product Development of Kuberre Systems, a financial technology firm for investment, and a lead in quantitative analysis at RiverSource Investments, a senior software engineer at Lucent Technologies, and an engineer at the Institute of Physics, Chinese Academy of Sciences. He was granted a PhD in Physics and an MS in Computer Science, both from West Virginia University, a BS in Space Physics from Peking University. He has been active in a few of academic research areas and contributed significantly to researches in nonlinear dynamics and complexity. He actively participates in investment activities and is a CFA, FRM, CAIA, and CIPM.
Lewis Wang
Associate Director of Glory Ventures
Lewis Wang is the Associate Director of Glory Ventures. He has abundant corporate management and industry consulting experience in TMT, Hi-end Manufacturing and Capital Market.
Prior to joining Glory Ventures, He worked at China Insights Consultancy and was responsible for business financial service related to technical manufacturing and medical equipment industry, as well as consulting service related to IPO project. Lewis worked in ABB for over five years, and participated a wide range of projects, including product strategy in marine industry, business development in new energy industry, market entry research and market expansion plan. Lewis has profound understanding in automation industry and has the experience to lead the industry research and provide support to the corporate strategy for the management. He holds bachelor degree of Applied Physics from Southeast University and currently acts as entrepreneurship mentor for IDEA - Northeastern University's Venture Accelerator.
Cao (Danica) Xiao
research staff member in the AI for Healthcare team at IBM Research
She leads IBM's deep learning for healthcare (DL4HC) research and serves in the 2019 IBM Global Technology Outlook Committee, helping organizing cross-team collaboration and shaping next science and technology innovative strategies.
Her research interests focus on developing machine learning and deep learning models to solve real world healthcare challenges. Particularly, she is interested in deep computational phenotyping, adverse drug reaction signal detection from heterogeneous real world evidence, causal inference from observational data, and translational informatics research (e.g., drug similarity for drug safety and discovery). The results of her research have been published in leading AI conferences including NIPS, ICLR, KDD, AAAI, IJCAI, SDM, ICDM, and top health informatics journals such as Nature Scientific Reports and JAMIA. She also serves as the principal investigator for several MIT-IBM joint projects. Prior to IBM Research, she acquired her Ph.D. degree from University of Washington, Seattle in 2016.
Yuqian Xu
Assistant Professor of Operations Management at the Gies College of Business, University of Illinois at Urbana-Champaign
Yuqian Xu is an assistant professor of Operations Management at the Gies College of Business, University of Illinois at Urbana-Champaign, and the R.C. Evans Analytics Fellow in the University of Illinois - Deloitte Foundation Center for Business Analytics. She serves as the Editorial Member of Probability in the Engineering and Informational Sciences. She has a B.S. in Statistics (2011) from the Kuang Yaming Honors School of Intensive Instruction in Science and Arts at Nanjing University, China. She receives her Ph.D. degree (Beta Gamma Sigma) in 2017 from NYU Stern School of Business with the Herman E. Krooss Dissertation Award.
Li Yao
partner at Tsing Ventures
Li Yao is a partner at Tsing Ventures. She is also the deputy secretary of the Chinese Association of Fund of Funds. She was recently awarded Forbes Asia 30 under 30, and is the only Chinese female investor among laureates. The firms she invested in include, among others: Chasestone Capital, Zeapa Media and Coookie9. Tsing Ventures is a venture capital firm affiliated with China's prestigious Tsinghua University. Established in 2015, it now manages a total of $150 million. Yao holds Master’s degrees from both Tsinghua University and University of Oxford. She received her Bachelor’s degree from the Communication University of China.
Trevor (Chuanwei) Zhuo
Dr. Trevor (Chuanwei) Zhuo is an engineer-turned-entrepreneur. Over the paste 11 years, he has been dedicated to materials innovation and their applications through both academia and industry. Building upon 16 peer-reviewed journal publications and three US patents, Trevor and his team had developed a sustainable solution for low cost carbon nanotube production while eliminating plastic and agriculture wastes. Such a solution is now under commercialization. He is now leading the business development and sales efforts in MesoGlue, LLC., offering room temperature metallic glue for industrial jointing/bonding applications. Trevor received his doctoral and masters degrees in Mechanical Engineering from Northeastern University in Boston, Massachusetts and his bachelor in Thermal Energy and Power Engineering from Harbin Institute of Technology, China. He is now pursuing his MBA degree in Entrepreneurship as the President’s Scholar in the F.W. Olin Graduate School at Babson College, the #1 program in Entrepreneurship education.
MesoGlue, LLC develops technologies that utilize nanostructured metals. It has produced the first glue made of metal that sets at room temperature, and also provides solutions for catalysis and anti-microbial surfaces.
BCIC & CFA Society Boston Conference 9/7: China from Inside and Outside - Investing in China
2018.09.07@MIT Samberg Conference Center, Cambridge, MA
(6th Floor, 50 Memorial Dr, Cambridge, MA 02142)
Agenda:
12:30: Registration open
13:00 - 13:10: Welcome speech from BCIC and CFA Boston
13:10 - 14:10: Panel 1 Dragon’s Growth and Power – China’s Macro Outlook
Moderator:
· Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.
Panelists:
· Qing (Gene) Ma 马青, Chief China Economist - Institute of International Finance
· William H. Overholt, President - Fung Global Institute; Senior Research Fellow - John F. Kennedy School of Government, Harvard University
14:10 - 15:10: Panel 2 Beyond Diversification – China in the Global Asset Allocation Arena
Moderator:
· Jay Willoughby, Chief Investment Officer - The Investment Fund for Foundations (planned)
Panelists:
· Sarah Samuels, Managing Director - Wellesley College Endowment
· Kun Yang 杨坤, Director - PanAgora Asset Management, Inc.
· Hedan Wang 王鹤丹, Debt Advisory and Services - ICBC New York 工商银行
· Shen Dong 董申, Chief Investment Officer - China Merchants Bank, Private Banking (North America) 招商银行
15:10 - 15:40: Afternoon Tea Break
15:40 - 16:40: Panel 3 What About Alpha? – Active vs. Passive Investing and Market Access
Moderator:
· George Hoguet, Chesham Investments, LLC
Panelists:
· Zu Cowperthwaite, Senior Director, Emerging Markets -DePrince, Race & Zollo, Inc.
· Bin Shi 石彬, SVP, Portfolio Manager - Acadian Asset Management
· Yin Luo 罗崟 , Managing Director and Vice Chairman - Wolfe Research
· Thomas Coleman, Vice President - State Street Global Advisors
16:40 - 17:40: Panel 4 Too Disruptive to Ignore – Connecting the U.S. and China Through Innovation
Moderator:
· Qi Pei 祁培, Managing Partner at Brain Robotics Capital (planned)
Panelists:
· McFarlan, F. Warren, Professor of Business Administration - Harvard Business School; Guest Professor - School of Economics and Management, Tsinghua University
· Derek Wang 汪晓宇, Founder & CEO - Stratifyd
· Huiyao Wang 王辉耀, Founder and President - Center for China and Globalization (CCG) (planned) 中国与全球化智库
17:40 - 18:00: Networking Reception
Please register either through CFA Society website:
OR by the following link through Eventbrite:
Receipts for reimbursement will be available upon request.
Prior to starting UniBit, Vincent Jiang has been managing a multi-asset class portfolio for 9 years, he specializes in security analysis and investment management. After college, he joined the HSBC’s Global Banking Branch as an Investment Banking Programme. Thereon, he received a Master degree from Harvard. In 2018, he started UniBit, a data driven news publishing engine powered by A.I
Received Bachelor degree from Tsinghua Univ. and Master from Northwestern in early 2000s, both in EE major. After that more than ten years of product development, team building and management experiences in Microsoft. Had an extensive portfolio of software client/server/service releases. Expertise in network security, parallel computing and web development. Currently Principal Engineer of DTonomy, a Startup company focusing on providing AI-based incident response platform for small businesses and enterprises. Interests include but not limited to Machine Learning, Big Data & Smart Operations
Mr. Albert Ma is the Chief Innovation Officer of Insigma Hengtian Software, Ltd. He has over 25 years of IT management and software development experience. Before joining Hengtian, Mr. Ma was the Chief Information Officer of the State Street Technology Center for several years in Hangzhou, China. He was the core team member in setting up the IT operation locally and migration of strategic applications to the Hangzhou office.As the company’s Chief Innovation Officer, Mr. Ma manages the R&D and innovation activities of the company. He makes leading research efforts in technical solutions in Big Data Analytics, Cloud Computing, Mobile, Machine Learning and Software Engineering Automation.
Hongyan (Steve) Sun is the Head of Yintech Financial Innovation Labs, Boston and Shanghai, of Yintech Investment Holdings (Nasdaq: YIN). He is taking charge of the research and development of innovative financial technologies in the areas of trading and investment utilizing artificial intelligence, cloud computing, big data analysis, and financial engineering. Prior to leading the research labs, he was the Director of Analytics of Cabot Research, a financial technology firm specializing in applied behavioral finance for investment institutions. In the past, he had chronically been the Director of Product Development of Kuberre Systems, a financial technology firm for investment, and a lead in quantitative analysis at RiverSource Investments, a senior software engineer at Lucent Technologies, and an engineer at the Institute of Physics, Chinese Academy of Sciences. He was granted a PhD in Physics and an MS in Computer Science, both from West Virginia University, a BS in Space Physics from Peking University. He has been active in a few of academic research areas and contributed significantly to researches in nonlinear dynamics and complexity. He actively participates in investment activities and is a CFA, FRM, CAIA, and CIPM.
Lewis Wang is the Associate Director of Glory Ventures. He has abundant corporate management and industry consulting experience in TMT, Hi-end Manufacturing and Capital Market.Prior to joining Glory Ventures, He worked at China Insights Consultancy and was responsible for business financial service related to technical manufacturing and medical equipment industry, as well as consulting service related to IPO project. Lewis worked in ABB for over five years, and participated a wide range of projects, including product strategy in marine industry, business development in new energy industry, market entry research and market expansion plan. Lewis has profound understanding in automation industry and has the experience to lead the industry research and provide support to the corporate strategy for the management. He holds bachelor degree of Applied Physics from Southeast University and currently acts as entrepreneurship mentor for IDEA - Northeastern University's Venture Accelerator.
She leads IBM's deep learning for healthcare (DL4HC) research and serves in the 2019 IBM Global Technology Outlook Committee, helping organizing cross-team collaboration and shaping next science and technology innovative strategies.
Her research interests focus on developing machine learning and deep learning models to solve real world healthcare challenges. Particularly, she is interested in deep computational phenotyping, adverse drug reaction signal detection from heterogeneous real world evidence, causal inference from observational data, and translational informatics research (e.g., drug similarity for drug safety and discovery). The results of her research have been published in leading AI conferences including NIPS, ICLR, KDD, AAAI, IJCAI, SDM, ICDM, and top health informatics journals such as Nature Scientific Reports and JAMIA. She also serves as the principal investigator for several MIT-IBM joint projects. Prior to IBM Research, she acquired her Ph.D. degree from University of Washington, Seattle in 2016.
Yuqian Xu is an assistant professor of Operations Management at the Gies College of Business, University of Illinois at Urbana-Champaign, and the R.C. Evans Analytics Fellow in the University of Illinois - Deloitte Foundation Center for Business Analytics. She serves as the Editorial Member of Probability in the Engineering and Informational Sciences. She has a B.S. in Statistics (2011) from the Kuang Yaming Honors School of Intensive Instruction in Science and Arts at Nanjing University, China. She receives her Ph.D. degree (Beta Gamma Sigma) in 2017 from NYU Stern School of Business with the Herman E. Krooss Dissertation Award.
Li Yao is a partner at Tsing Ventures. She is also the deputy secretary of the Chinese Association of Fund of Funds. She was recently awarded Forbes Asia 30 under 30, and is the only Chinese female investor among laureates. The firms she invested in include, among others: Chasestone Capital, Zeapa Media and Coookie9. Tsing Ventures is a venture capital firm affiliated with China's prestigious Tsinghua University. Established in 2015, it now manages a total of $150 million. Yao holds Master’s degrees from both Tsinghua University and University of Oxford. She received her Bachelor’s degree from the Communication University of China.
Dr. Trevor (Chuanwei) Zhuo is an engineer-turned-entrepreneur. Over the paste 11 years, he has been dedicated to materials innovation and their applications through both academia and industry. Building upon 16 peer-reviewed journal publications and three US patents, Trevor and his team had developed a sustainable solution for low cost carbon nanotube production while eliminating plastic and agriculture wastes. Such a solution is now under commercialization. He is now leading the business development and sales efforts in MesoGlue, LLC., offering room temperature metallic glue for industrial jointing/bonding applications. Trevor received his doctoral and masters degrees in Mechanical Engineering from Northeastern University in Boston, Massachusetts and his bachelor in Thermal Energy and Power Engineering from Harbin Institute of Technology, China. He is now pursuing his MBA degree in Entrepreneurship as the President’s Scholar in the F.W. Olin Graduate School at Babson College, the #1 program in Entrepreneurship education.MesoGlue, LLC develops technologies that utilize nanostructured metals. It has produced the first glue made of metal that sets at room temperature, and also provides solutions for catalysis and anti-microbial surfaces.
BCIC & CFA Society Boston Conference 9/7: China from Inside and Outside - Investing in China
2018.09.07@MIT Samberg Conference Center, Cambridge, MA(6th Floor, 50 Memorial Dr, Cambridge, MA 02142)Agenda:
12:30: Registration open13:00 - 13:10: Welcome speech from BCIC and CFA Boston13:10 - 14:10: Panel 1 Dragon’s Growth and Power – China’s Macro OutlookModerator:· Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc.Panelists:· Qing (Gene) Ma 马青, Chief China Economist - Institute of International Finance· William H. Overholt, President - Fung Global Institute; Senior Research Fellow - John F. Kennedy School of Government, Harvard University14:10 - 15:10: Panel 2 Beyond Diversification – China in the Global Asset Allocation ArenaModerator:· Jay Willoughby, Chief Investment Officer - The Investment Fund for Foundations (planned)Panelists:· Sarah Samuels, Managing Director - Wellesley College Endowment· Kun Yang 杨坤, Director - PanAgora Asset Management, Inc.· Hedan Wang 王鹤丹, Debt Advisory and Services - ICBC New York 工商银行· Shen Dong 董申, Chief Investment Officer - China Merchants Bank, Private Banking (North America) 招商银行15:10 - 15:40: Afternoon Tea Break15:40 - 16:40: Panel 3 What About Alpha? – Active vs. Passive Investing and Market AccessModerator:· George Hoguet, Chesham Investments, LLCPanelists:· Zu Cowperthwaite, Senior Director, Emerging Markets -DePrince, Race & Zollo, Inc.· Bin Shi 石彬, SVP, Portfolio Manager - Acadian Asset Management· Yin Luo 罗崟 , Managing Director and Vice Chairman - Wolfe Research· Thomas Coleman, Vice President - State Street Global Advisors16:40 - 17:40: Panel 4 Too Disruptive to Ignore – Connecting the U.S. and China Through InnovationModerator:· Qi Pei 祁培, Managing Partner at Brain Robotics Capital (planned)Panelists:· McFarlan, F. Warren, Professor of Business Administration - Harvard Business School; Guest Professor - School of Economics and Management, Tsinghua University· Derek Wang 汪晓宇, Founder & CEO - Stratifyd· Huiyao Wang 王辉耀, Founder and President - Center for China and Globalization (CCG) (planned) 中国与全球化智库17:40 - 18:00: Networking ReceptionPlease register either through CFA Society website:OR by the following link through Eventbrite:Receipts for reimbursement will be available upon request.
【Invitation】BCIC 2018 年度重磅，携手CFA共话中国投资！
The China conference co-organized by the Boston Chinese Investment Club (BCIC) and CFA Society Boston will bring together thought leaders and finance practitioners from both China and the U.S.Through a panel discussion format, we will explore opportunities and challenges in investing in the Greater China region.
12:30: Registration open
- Constance Everson, CFA, Managing Director, Capital Markets Outlook Group, Inc
- Qing (Gene) Ma 马青, Chief China Economist - Institute of International Finance
- William H. Overholt, President - Fung Global Institute; SeniorResearch Fellow - John F. Kennedy School of Government, Harvard University
- Bruce Myers, Managing Director - Cambridge Associates
- Sarah Samuels, Managing Director - Wellesley College Endowment
- Kun Yang 杨坤, Director - PanAgora Asset Management, Inc.
- Hedan Wang 王鹤丹, Debt Advisory and Services - ICBC New York 工商银行
- Shen Dong 董申, Chief Investment Officer - China Merchants Bank, Private Banking (North America) 招商银行
- George Hoguet, Chesham Investments, LLC
- Zu Cowperthwaite, Portfolio Manager -DRZ Emerging Market Fund.
- Bin Shi 石彬, SVP, Portfolio Manager - Acadian Asset Management
- Yin Luo 罗崟, Managing Director and Vice Chairman - Wolfe Research
- Thomas Coleman, Vice President - State Street Global Advisors
- Qi Pei 祁培, Managing Partner at Brain Robotics Capital (planned)
- McFarlan, F. Warren, Professor of Business Administration - Harvard Business School; Guest Professor - School of Economics and Management, Tsinghua University
- Derek Wang 汪晓宇, Founder & CEO - Stratifyd
CFA Society Boston is New England’s largest membership organization for investment professionals with over 5,800 members. The membership represents over 650 investment firms and 94 percent of CFA Society Boston members hold the Chartered Financial Analyst designation from CFA Institute. To achieve this designation, members are required to pass a series of three intensive exams that equip financial professionals with superior analytical skills, real-world portfolio management experience, and high ethical standards.
CFA Society Boston is a founding society of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion for ethical behavior in investment markets and a respected source of knowledge in the global financial community. The end goal: to create an environment where investors interests come first, markets function at their best, and economies grow. CFA Institute has over 152,000 members in 163 countries and territories, including145,000 CFA charter holders, and 148 member societies.
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