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BCIC - 招贤纳才

波士顿华人投资协会(BCIC)招贤纳才
加入一个充满活力的团队,让人生更丰富多彩


协会常年吸纳各类英才: 
  • 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)
  • 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/forms/vnjYgR8zYSdtxPtE2 

【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,加上前身(全美华人金融协会波士顿)至今已有20+年历史。协会旨在促进华人金融与投资交流,搭建中美资本和人才/项目对接平台。协会分多个板块(金融,生物医疗高科技,区块链, 金融科技,商业地产),目前成员5000+人,遍布世界各地,就职于各著名银行,基金,风投私募,和创投等。协会在过去曾成功举办创投峰会,金融峰会等活动,历届活动嘉宾包括美国前财政部长, 美国证监会前副主席, 前证监会国际部主任,中投公司副总经理,以及前IDG合伙人等。协会曾接待过国内很多知名机构,如证监会,中投,中金,中信,红杉资本,IDG,易方达,华夏基金,及国泰君安等。协会备受中美投资机构及行业专家关注,和100+机构建立了合作关系。

岗位1: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


岗位2: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

Requirements:
  • 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

岗位3: 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

Requirements
  • 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

岗位4: Associate/Analyst(兼职unpaid)

Responsibilities

  • 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

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5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(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 2Participate 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.
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,

Policy Innovation Associate

MassHousing


Goyes女士是MassHousing的政策创新专员,在此她与MassHousing的执行领导团队合作,制定和评估可促进马萨诸塞州经济适用住房发展的政策和计划。她的工作包括研究和实施缩小不同种族的房屋所有权差距,支持社区稳定并协助社区规划和建造更多可负担的住房的实时策略。
. She is currently a Policy Innovation  Associate at MassHousing, where she works with MassHousing's Executive  Leadership team to generate and evaluate policies and programs that advance  affordable housing in Massachusetts. Her work includes research and  implementation of strategies to narrow the racial homeownership gap, support  neighborhood stabilization, and assist communities plan for and build housing  that is affordable.
第二板块:顺应经济周期与城市规划的地产投资策略
演讲嘉宾


Alex Sun,
Data Scientist
MIT Real Estate Innovation Lab
孙先生目前在麻省理工学院地产科技创新实验室担任研究员与数据科学家,专注于地产市场对空间计量研究,同时关注以ai为代表的新技术在城市建设与投资领域的应用。他创立了空间数据处理分析公司GeoREIT。他将分享另类数据和空间模型如何支持地产投资决策。
Mr. Sun is currently a researcher and  data scientist at the mit Real Estate Technology Innovation Lab, focusing on  the real estate market for spatial metrology research, while focusing on the  application of new technologies represented by ai in urban construction and  investment. He founded GeoREIT, a spatial data processing and analysis  company. He will share how alternative data and spatial models support real  estate investment decisions.




Andrew  Yam,
AndrewYam
Private equity real estate investment professional
房地產私募投資專業人士
Cross-border transactions experience in US and Asia 
美國和亞洲的跨境交易經驗

任先生在美国和亚洲的房地产私募股权,投资银行和房地产开发领域拥有超过15年的经验。目前参与美国主要门户城市(包括波士顿,纽约和洛杉矶)约15亿美元房地产资产的投资管理。他一直代表亚洲投资者投资美国和美国投资者投资亚洲的交易,涉及各种房地产策略的交易价值约48亿美元,资金筹集约21亿美元。任先生目前是Cottonwood Group的投资总监,之前就职于Phoenix  Property Investors,雷曼兄弟私募股权房地产,花旗并购和新鸿基。在哈佛大学攻读硕士学位期间,任先生将研究重点放在了跨境房地产投资以及建筑和高性能房地产上。.
Andrew is a real estate investment  professional with over 15 years of experience spanning real estate private  equity, investment banking and property development in US and Asia. Based in  Boston, Andrew is currently involved in the investment management of ~$1.5Bn  real estate assets in major gateway cities in the US, including Boston, New  York and Los Angeles. Andrew has worked on transactions representing Asian  investors to invest in the US and US investors to invest in Asia, involving  transaction value of ~$4.8Bn and fund raising of ~$2.1Bn across various real  estate strategies. Andrew is currently the Director of Investments at  Cottonwood Group and previously worked at Phoenix Property Investors, Lehman  Brothers Private Equity Real Estate, Citi Mergers & Acquisitions, and Sun  Hung Kai Properties. During his master program at Harvard, Andrew focused his  research on cross-border real estate investments and building and leading  high performance real estate companies.

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.

【2019 年度地产投资峰会】
把脉波士顿地区的发展规划,寻找下一波投资机会

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

特邀嘉宾
- Brian P. Golden, 波士顿规划局 局长
- Janelle Chan,马萨诸塞州住房和经济部 副部长
- Mark Teden, 马萨诸塞州MassHousing副总裁
- Kamran Zahedi, President of Urbanica, Inc
- Bin Wang,Associate Professor of Harvard
- Giles Li, CEO of Boston Chinatown Neighborhood Center (BCNC)
- Francis Goyes, Policy Innovation Associate MassHousing
- Matthew Gottesdiener, CIO,Northland Investment Corporation
- Alex Sun,Data Scientist,MIT Real Estate Innovation Lab
- Andrew  Yam,Private  Equity Real Estate Investment Professional,Cross-border  Transactions Experience in US and Asia

更多住房投资和城市发展问题,这里都会有答案。11月7日傍晚相约剑桥。购票链接:https://www.eventbrite.com/e/2019-bcic-urban-development-and-real-estate-annual-summit-tickets-78184964333


活动现场还剩余2个赞助商展位,是宣传公司的好机会,请发送邮件至:info@bcicglobal.org



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 Boston920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. 
  

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





Professor Xia has over seventeen years’ experience working in the investment management industry. Professor Xia is currently a senior managing director at Guardian and head of the quantitative research and analytics team. Before joining Guardian, Professor Xia was leader of active asset allocation research for over $250 Billion of multi-assets funds at Fidelity Investments. Professor Xia also worked as a principal at the Vanguard group where he led a team of quantitative analysts focusing on developing fixed income trading strategies and managing credit long-short hedged strategies.
 
Zu Cowperthaite
CFA, CAIA, Portfolio Manger,a DePrince, Race, Zollo, Inc.
Ms. Cowperthwaite joined DePrince, Race & Zollo, Inc. in 2017 and has more than 20 years of Emerging Markets equity research experience. She serves as the Co-Portfolio Manager for the firm’s Emerging Markets Value Strategy and contributes to the firm’s International Small-Cap Value Strategy. Prior to joining DePrince, Race & Zollo, Inc., Ms. Cowperthwaite was employed by Harvard Management Company as Senior Vice President, Emerging Markets Equity.
 
Bin Shi
Phd, CFA, Sr Vice President, Portfolio Manager, Acadian Asset Management
Dr. Bin Shi is a Senior Vice President, Portfolio Manager of Research, and Quantitative Research Analyst at Acadian Asset Management, Inc. Dr. Shi looks at software development in statistics and has a background in times series forecasting, machine learning, and statistical modeling. Prior to that, he worked at Mathworks, Inc. as Statistician. Dr. Shi has extensive investment experience
 
Lillian Lin
Sr Vice President, Portfolio Manager, Investment Grade Credit, PIMCO
Ms. Lin is a senior vice president and investment grade portfolio manager in the Newport Beach office and a member of PIMCO’s Americas portfolio committee. Prior to joining PIMCO in 2014, she worked in fixed income portfolio analysis at Harvard Management Company and was a FICC (fixed income, commodities and currencies) derivatives trader at UBS. She holds an MBA from MIT Sloan School of Management and an undergraduate degree from Peking University with a major in mathematics and a minor in economics.in 2007, she graduated from High school (Ren Da Fu Zhong) as the top student among 10k students in Beijing in the college entrance examination. She is the co-author of a book also written in 2007 on achieving success.
 
William H. Overbolt
Phd, President, Fung Global Institute; Senior Research Fellow Ash Center for Democratic Governance and Innovation, John F. Kennedy School of Government, Harvard University

Dr. Overholt is Senior Research Fellow at Harvard’s Kennedy School, in the Mossavar-Rahmani Center for Business & Government. He was Director of the RAND Corp’s Center for Asia Pacific Policy. He served as Head of Strategy and Economics at Nomura’s regional headquarters in Hong Kong from 1998 to 2001. Before that, he was Managing Director and Head of Research at Bank Boston's regional headquarters in Singapore. At Bankers Trust he managed a country risk team in New York from 1980 to 1984, then served as regional strategist and Asia research head based in Hong Kong from 1985 to 1998. At Hudson Institute from 1971 to 1979, Dr. Overholt directed planning studies for the U.S. Department of Defense, Department of State, National Security Council, and others, then became Director of Hudson Research Services, which provided strategic planning services to corporations. 




希望加入BCIC金融团队担当志愿者,请发送Email至info@bcicglobal.org,并附加Resume





Co-Organizer






CFA Society Boston is a non-profit professional society that has been a point of connection for the Boston investment community since 1946. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. Originally called the Boston Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Boston, Inc. in 2017. 

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, including 145,000 CFA charterholders, and 148 member societies.
 
 
 
www.bcicglobal.org





Boston Chinese Investment Club (BCIC) is a non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance and related areas between US and China. Main activities include monthly seminars/gatherings and providing services to members, e.g financial training. If you want to join the mailing list for future activities, please click here or send email to boston.chinese.investment.club@gmail.com. If you are interested in participating future road shows, please contact us in advance: start ups please send business plans to roadshow@bcicglobal.org; investors or sponsors, please contact info@bcicglobal.org.    




BCIC Event Sponsors

https://www.xyzq.com.cn/ 

https://tcfaglobal.org/ 







https://www.wind.com.cn/  




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.






 【商业地产】2019 BCIC商业地产投资论坛第二期:当前经济周期的另类投资配置

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。2019426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 AdornatoMIT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.
LocationMIT E51 (Exact room will be notified via email to thoseregistrants)
Address: 70 Memorial Drive Cambridge MA 02142
LanguageEnglish & 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。

【邀请函】嘉宾介绍(一)| 2019 春季创投峰会

嘉宾介绍(一)|2019 春季创投峰会

 距离2019春季创投峰会

讨论主题领域:
* 生物科技
* 医疗器械
* 人工智能
* 新能源
* 微电子
* 机器人
*法务

峰会形式

* 主旨演讲
* 嘉宾讨论
* 项目展示

时间:
星期日5/5/2019 1:00 pm - 5:30 pm

地点:
Boston, MA (购票后通过邮件通知)

嘉宾信息(持续更新中)
嘉宾姓氏排序

 High-tech Panelist 
Yudong Cao
Ph.D, Purdue University.
2016 Chorafas Award in Computer Science and Informatics.
Postdoctoralresearcher at Harvard University

Yudong Cao obtained his PhD in Computer Science in 2016 from Purdue University. His thesis was awarded 2016 Chorafas Award in Computer Science and Informatics. 
From late 2016 till present he serves as a postdoctoral researcher at Harvard University, working with AlanAspuru-Guzik on quantum algorithms for quantum chemistry and quantum machine learning.
Wentao Xiao
Co-founder and CEO
Zealery

Wentao Xiao is the Co-founder and CEO of Zealery, an AI-driven solutionto lower customer acquisition cost through the automation of online advertising deployement and optimization. He is also one of 10 Global Entrepreneurs inResidence of Babson College.
He has been passionate about building projects from the ground-up sincevery young and started his first company in high school. Wentao has both founded and worked for startups in Beijing, Singapore, and US with experience ranging from large international companies such as EY to startups from 2 to 10to 80 people spanning across the executive coaching, hedge fund and mobile gaming industries.
Wentao holds a Finance degree from Northeastern University and is aself-described data-junkie and beer enthusiast.
J. Helen Yang
Founder and CEO
 Andes Wealth Technologies

J. Helen Yang, CFA, founder and CEO at Andes Wealth Technologies, is a financial technology executive with 20+ years of experience. Prior to founding Andes Wealth Technologies, she held leadership positions at Thomson Reuters and Charles River Development (now part of StateStreet). A co-winner of the prestigious Harry M. Markowitz Special Distinction Award in 2011 (with Dr. Andrew Lo), Helen is also a research associate at MIT since 2014.
Helen holds dual bachelors in Electrical Engineering and Math from Tsinghua University, Master of Science with aconcentration in AI from RPI and MBA from MIT Sloan School of Management.
Helen volunteers extensively. She currently serves on the board of Asian Americans for Equal Rights. Previously, she served on the Finance Committee for the Town of Lexington in Massachusetts, coached First Lego League robotics and youth soccer, and established the Community Service Scholarship at the Chinese American Association of Andover.
Weihong Zhang
 Founder of a local AI+Fintech startup

Weihong Zhang is currently the founder of a local AI+Fintech startup. Prior tothat, he was a cofounder of two startups respectively in Silicon Valley and Shenzhen where his team utilized AI and big data to improve the efficiency inthe recruiting industry.
 He received his PhD in AI from the Hong Kong University of Science and Technology. He worked in a number of research firms and lab developing high-performance algorithms and software. He published 20+ scientific articles in international conferences and journals and had 3 US patents. 
Lex Zhao
Investor, OneWay Ventures
MBA, Universityof Chicago Booth School of Business.

Lex Zhao is currently aninvestor at One Way Ventures, a sector agnostic seed stage venture fund backing exceptional immigrant founders. Lex himself is an immigrant from China and previously led the operations team at Vestwell, a venture-backed fintech startup. Prior to Vestwell, Lex earned his MBA with Honors from the University of Chicago Booth School of Business. At Chicago Booth, he was as an Associate at Moderne Ventures and took part in the New Venture Challenge startup accelerator program.
Lex started his career at Bridgewater Associates, the world’s largest hedge fund, and NERA Economic Consulting, a leading economic consultancy. Lex graduated Phi Beta Kappa from Cornell University where he earned his B.A. in Economics with Distinction
Lex started his career at Bridgewater Associates, the world’s largest hedge fund, and NERA Economic Consulting, a leading economic consultancy. Lex graduated Phi Beta Kappa from Cornell University where he earned his B.A. in Economics with Distinction.

 High-tech Keynote Speaker 
Stephen J. Doyle, Esq.
Partner of TCF Law Group PLLC

Stephen Doyle is an accomplished lawyer and businessman who has practiced law for 30 years. He has been a partner inleading law firms, general counsel and international counsel to public and private companies, and COO, chief strategy officer, and member of executive teams at public companies and companies he founded. 
Steve has substantial experience in technology as international counsel to Prime Computer and Computervision, General Counsel to Aspen Technology and Acronis, and founder and COO to Tego.  Steve has lived andworked in Europe, as well as M&A and cross-border transactional experiencein China, East Asia, Latin America, and eastern and western Europe.Steve is a graduate of Georgetown University and the University of Denver, with both JD and MBA degrees. He is the author of various articles on law and is a contributing author to The Law of Transnational Business Transactions, (1980-2018 ed.) published by Thompson Reuters, and is an adjunct professor of international transactions atBoston University School of Law.
Leslie Griffin
Principal of Allinea LLC

Leslie Griffin is principal of Allinea LLC, which provides strategic communications and government relations support to companies doing business with overseas markets. Leslie was previously Senior Vice President for International Public Policy for UPS, Vice President for International Governmental Affairs for New York Life Insurance Company, and Managing Directorfor Asia at the U.S. Chamber of Commerce in Washington, DC. She also served asChief of Staff to the Chairman and CEO of New York Life International.
 Leslie is immediate past president and a board member of the Association of Women in International Trade. She taught and studied in Nanjing,China and is a member of the National Committee on U.S.-China Relations.
She holds an M.Sc. in International Relations from the London School ofEconomics and a B.A. in Economics from Wellesley College.

 Healthcare Keynote Speaker 
Gang Luo, PhD
Associate Professor of Ophthalmology
Harvard Medical School

Dr. Luo's past experienceas a research engineer, including his work with optics, image processing, andbiomedical engineering, has influenced his interest in the mechanisms of thehuman visual system. 
He studies assistive technology for individuals with visualimpairments. In particular, his current research includes the development ofportable collision warning devices, including smartphone-based technologies, toimprove walking mobility. He also studies driving behaviors in individuals withvisual impairments.

Dr. Yingzi Yang
Associate Dean for Translational Research
Professor of Developmental Biology
Director of Biological Sciences in Dental Medicine (BSDM) PhD Program

Dr. Yingzi Yang completed her B.S. degree from the Fudan University in Shanghai, China. She received her research training in the U.S.and studied Wnt and Hedgehog signaling in early limb patterning under the guidance of Dr. Lee Niswander at the Sloan-Kettering Cancer Institute, where she was awarded her Ph.D. in Molecular Biology by theWeill Medical College of Cornell University in New York.

 Healthcare Panelist 
Roger Song
Associate Analyst,
Jefferies

Roger has ten plus years of experiences in life sciences across equityresearch, strategy consulting, private equity/venture capital, productmarketing and sales management in the US and China. He holds an MBA and an MD,and also passed all three levels of the CFA program.
Chong Xu
 Principal at F-Prime Capital

Chong is a Principal 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 aresearcher focusing on developmental neurobiology at Temasek Life Sciences Laboratoryin Singapore.


 Startup Showcase 
QLED Cures

QLED Cures is developing quantum dot light emitting devices (QLEDs) for light-based medical treatments. Our QLEDs will replace expensive and bulky lasers and LED systems with a wearable, flexible device that enables new treatment options.
BiomRx

Using our Next-Gen Biomarker Discovery Platform, combined with Innovative 'Big Data' Omics, BiomaRx is developing thefirst non-invasive, multi-analyte liquid biopsy test to detect pancreatic cancer before it becomes invasive.

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.


For future BCIC events, please visit us on the website at www.bcicglobal.org, or scan our Wechat QR Code at the bottom.

【邀请函】国际大类资产配置,中投公司高级投资经理余家鸿 4/15@MIT
关注公众号获取更多BCIC活动资讯!
官方网站:www.bcicglobal.org



国际大类资产配置,中投公司高级投资经理余家鸿 4/15@MIT



      415日,我们荣幸请到了中投公司的高级投资经理余家鸿先生为大家介绍他在资产配置领域深耕多年的投资经验和理论。




【讲座课题】 国际大类资产配置包括风险平配(Risk Parity)的理论与操作概述 

【时间】415日晚7:15pm-9:00pm

【地点】 70 Memorial Dr. Building E51 Room 345

【讲座摘要】 

资产配置是机构投资者面临的主要问题。基于自身的特点,不同的机构会探寻适用的配置模式。在本次讲座中,我们希望通过对这些不同模式的分析,梳理出机构特点和配置模式之间内在的逻辑关系,特别是适合运用风险平配(Risk Parity)模式的机构类型。 


【报名链接】关注公众号,回复资产配置

【讲者简历】


余家鸿 Wallace Yu

        中国投资有限责任公司(中投公司)高级投资经理,北京市青联委员,香港政府金融发展局咨询委员,香港大学亚洲环球学人(2018)在中投公司负责全球多资产投资策略与团队,投资宏观配置组合。转任多资产组前,供职于公司资产配置部门在公司建仓初期参与搭建自上而下配置框架。


2009加入中投公司之前,在英国伦敦的摩根士丹利(Morgan Stanley)、德意志银行(Deutsche Bank) 与香港的美国对冲基金Citadel担任不同投资研究与自营交易岗位。2001年英国伦敦帝国理工学院数学金融硕士优异毕业(英国外交部志奋领奖学金)。本科就读于香港大学与加拿大多伦多大学精算专业。持有特许金融分析师(CFA)FRM专业资格,北京大学光华管理学院高级管理培训毕业。香港专业人士(北京)协会理事、中国保险报资管周刊学术顾问、一国两制青年论坛理事。

参与编著的 《探秘资管前沿:风险平价量化投资》2018,中信出版集团)获巴曙松、陈志武、高西庆、朱小黄等十余位资深专家和知名人物撰文推荐。


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.

Arthur R. Kerr II,

Vacovec, Mayotte & Singer, LLP   
Partner

Arthur R. Kerr concentrates his practice in international and domestic taxation, business law, contracts, and real estate.

Arthur’s tax practice includes offshore and onshore planning and compliance for businesses and individuals, civil and criminal examinations and audits, collection matters, workouts, and tax controversies. He has extensive experience representing clients before the Internal Revenue Service and various state tax authorities.

Welcome to the event, and feel free to extend the invitation to your colleagues and those who will benefit!
Registration Link (Read More)https://docs.google.com/forms/d/e/1FAIpQLSeWx-9bQcN2h4ZxEgQWi_Ur5Gjfq9qZBqL3llLYXE6_mEUT0w/viewform?usp=sf_link 

(Please register your information in case we need to notify you for any changes). 


Time:Feb 15th, 7:00 p.m. - 9:00 p.m.
LocationMIT E51 (Exact room will be notified via email to those registrants)
Address: 70 Memorial Drive Cambridge MA 02142
Language:English
Agenda:7:00 p.m. - 7:10 p.m.: Introduction of BCIC Commercial Real Estate Group
 7:10 p.m. - 9:00 p.m.: Speeches and  Q&A session
               9:00 p.m. - 9:30 p.m.: Networking

Organizers
Boston Chinese Investment Club 
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 areas between US and China. Main activities include summits, seminars, and roadshows connecting startups and institutional investors. (http://bcicglobal.org/)  Startups, Investor, or sponsors please contact us at 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 Sponsors

Platinum Sponsor

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

 Gold Sponsors

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

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

Mass Ave Capital

Yintech Investment Holdings (http://www.yintech.net)

Shanghai Zhangjiang Boston Enterprise Park(https://www.zjbostonpark.com/ )


For future BCIC events, please visit us on the website at www.bcicglobal.org, or scan our Wechat QR Code at the bottom.


【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 (深脑链) (https://www.deepbrainchain.org/
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 https://scopex.ai/
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 (https://visionx.io/)。
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

https://lh6.googleusercontent.com/tSM_NJ14uA9qa1qIajbuB5HxA1WQHb3HM9wM5tBC8bQy9BmYMSCs1-DrapKibfDgghVwjr01qyApeA4Kwbj_AOQyHXDYe48FQpeg3JCEWdoyaPHFD22t52DcsuDnT9PVt4uvaz3e

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
  1. Yao Li | TSING Venture, Partner
  2. Lewis Wang | Associate Director of Glory Ventures

3:40pm - 4:20pm
高科技主旨 panel discussion
  1. Lillian Xu | Assistant Professor of Operations Management, Gies College of Business; RC Evans Data Analytics Fellow, Deloitte Center, UCIC
  2. 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

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. 

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.

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 9/7China 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.

【Invitation】BCIC 2018 年度重磅,携手CFA共话中国投资!

金融和投资界的朋友们请注意!

2018年度最值得关注的活动之一,9.7号让我们携手国际金融权威机构CFA共话中国投资!

中、美两地著名金融机构的专家(哈佛,MIT,Cambridge Associate,工行纽约、招行纽约、PanAgora、Acadian、SSgA、IIF、HMC)齐聚波士顿,就中美经济关系,资产分配,主动与被动投资以及科技发展展开系列对话。更多嘉宾还有知名机构都在不断加盟中。

请不要错过这个波士顿地区一年一度的金融峰会。有会议,也有和嘉宾深度接触的VIP dinner。席位有限,欢迎速速报名!
【名额有限,请务必报名参加】


China from Inside and Outside - Investing in China
The China conference co-organized by the Boston Chinese Investment Club (BCIC) and CFA Society Boston
【By Registration Only】

China, an economic miracle for past decades, has developed the world’s second-biggest financial market. MSCI’s decision to include China A shares in its global indices has attractedfurther attentions and capital flows. Meanwhile, Chinese investors are looking abroad for their asset allocation decisions.

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.

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; SeniorResearch 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:
  • Bruce Myers, Managing Director - Cambridge Associates
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, 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

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

17:40 - 18:00: Networking Reception

Please register either through CFA Society website:
https://www.cfaboston.org/store/events/registration.aspx?event=090718&expand=TRUE

OR by the following link through Eventbrite ("Read More" (阅读原文)below) :
https://www.eventbrite.com/e/china-from-inside-and-outside-investing-in-china-2018-tickets-48360053221

Receipts for reimbursement will be available upon request.



Co-Organizers

CFA Society Boston is a non-profit professional society that has been a point of connection for the Boston investment community since 1946. The Society provides an open forum for the exchange of fresh perspectives on industry issues and promotes ethics and integrity. Originally called the Boston Security Analysts Society, Inc. (BSAS), the Society changed its name to CFA Society Boston, Inc. in 2017. 

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.



www.bcicglobal.org
Boston Chinese Investment Club (BCIC) is a non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance and related areas between US and China. Main activities include monthly seminars/gatherings and providing services to members, e.g financial training. If you want to join the mailing list for future activities, please send email to boston.chinese.investment.club@gmail.com. If you are interested in participating in future roadshows, please contact us in advance: startups please send business plans to roadshow@bcicglobal.org; investors or sponsors, please contact info@bcicglobal.org


The Chinese Finance Association (TCFA) is a government registered non-profit organization aimed at facilitating the exchange of ideas, knowledge, and information on education, research and practice in finance and related areas between the US and China. TCFA seeks to bring together the collective wisdom and expertise of scholars and professionals active in the field of finance in an effort to help the development of capital markets in China. TCFA further seeks to serve as the central venue to service its members in their professional development. In pursuit of these goals, TCFA and its local chapters organize and sponsor a broad range of activities including the best paper awards, career development workshops, seminars and annual conferences. TCFA Boson chapter has nearly 1000 members.

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 the Greater China region in areas including professional development, social gathering, and cross-cultural communication.




Event Sponsor

Headquartered in Shanghai Lujiazui, Wind Information is the leader in China’s financial services industry. We are committed to providing accurate and real-time information as well as sophisticated communication platforms for financial professionals. Founded in 1994, with over 3,000 employees, Wind Information has been the winner multiple times in Key Software Enterprise Accreditation within National Programming Layout, ShanghaiHigh-Tech Enterprises, Shanghai Technology Giant Enterprises, ShanghaiInnovative Service Industry Enterprises, and more. 

BCIC Sponsors

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

 Gold Sponsors
Eastern Link Capital: (http://www.easternlinkcapital.com/)
Insigma Hengtian Software: (http://www.hengtiansoft.com/)
Mass Ave Capital
Yintech Investment Holdings (http://www.yintech.net)
Shanghai Zhangjiang Boston Enterprise Park(https://www.zjbostonpark.com/ )


往期精彩活动回顾



For future BCIC events, please visit us on the website at www.bcicglobal.org, or scan our Wechat QR Code at the bottom.


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