BCIC 2019 Spring Entrepreneurs Bootcamp
(3/31 @ MIT Tang Center)
【Introduction】
Calling entrepreneurs and entrepreneurs–to–be: questions regarding how to start and grow a company? Boston Chinese Invitation Club (BCIC) and MIT Greater China Club are here to help! You are cordially invited to the first Entrepreneurial Bootcamp on March 31st, 2019 (Sunday, 2:00pm – 5:00pm) at MIT Tang Center. This event will focus on common legal and financing issues as well as the most concerned areas in business development, to help entrepreneurs and entrepreneurs-to-be clear away roadblocks in the founding and growing process.
Entrepreneurial spirit, however, is beyond founding a company. Do you have new ideas and want to develop the ideas to improve organizational profitability within established businesses? Are you wondering how to align resources to launch a new product in a large foreign company? Come to our event. We invited entrepreneurs who can take the first step into making the organization a better place, for everyone in it.
Need more? Tell us what you want to know, and get your questions answered by our distinguished speakers! Our distinguished speakers with a diversified background will share their experience in/about entrepreneurship and entrepreneurial spirit in this event.
如果您是一位创业者，在创建扩张自己的公司时遇到瓶颈；或者您是一位职业经理人，在公司内部创新时遇到阻碍，波士顿华人投资协会(BCIC)诚邀您参加首届创业创新训练营。 请您在报名时留下所关心的问题，我们将安排专业嘉宾当场解答，并为您跟进后续资源。
【Agenda】
| 14:00 – 14:45 | General Legal Concerns in Entrepreneurship
Connie C. Dai, Attorney at CUTLER & WILENSKY LLP |
| 14:45 – 15:30 | From Professional Manager to Fintech CEO
Helen Yang, Founder and CEO of Andes Wealth Technologies |
| 15:30 – 16:15 | Taking the Leap
Courtney Ann, Founder & CEO of InvestorSpeαk |
| 16:15 – 17:00 | Panel Discussion
Courtney Ann, Helen Yang, Lewis Wang, Timothy Lindeman, Xiahong Lin |
【Location and Registration】
Location: MIT Tang Center, Building E51, Room 395 / 70 Memorial Drive, Cambridge, MA 02142
Register for Notification of any Updates:
【Confirmed Speakers and Panelists (More to Come)】
Biography in alphabetical order:
Connie C. Dai
Attorney at CUTLER & WILENSKY LLP
Attorney Dai based out of CUTLER & WILENSKY LLP’s Waltham office and represents emerging to well-established companies with business structuring, commercial leases, contract drafting as well as other general corporate and employment matters. She also represents clients in business acquisitions. Attorney Dai represents clients in state and Federal courts as well as before private arbitration. She has handled cases involving fraud, breach of contract, misappropriate of trade secrets, breach of computer fraud & Abuse Act, breach of fiduciary duty, non-compete in sales of business, wage & overtime violation, and employment discrimination. Her represented companies include language services, healthcare services, technology, medical device, seafood, cultural exchange, immigration broker, Internet services, and medical research companies.
Attorney Dai has a rare blend of legal and business experience both nationally and internationally. Since being raised in Shanghai, she has lived in Calgary, Toronto and Boston. Internationally, Attorney Dai worked on cross border transactions for McDermott, Will & Emery’s Shanghai office. She has extensive business experience in advising a variety of industry sectors in China, Canada and the U.S. Earlier in her career, she oversaw the enforcement of anti-trademark infringement efforts by Coca-Cola China, as well as participated in joint venture negotiations that led to the establishment of several Coca-Cola bottling companies in China.
Prior to practicing law, Attorney Dai advised and counseled business start-ups in connection with formation issues, business planning and financing. She has counseled established businesses on marketing and growth strategies, financing options and operation optimization. In addition, Attorney Dai has negotiated business engagements on behalf of companies with revenues ranging from $1M to $15M.
She has a B.A., Business English from Shanghai University and an M.B.A. from University of Calgary in Canada. She obtained the Juris Doctor degree from Suffolk University Law School in Boston.
Courtney Ann, CFA, CAIA
Founder & CEO of InvestorSpeαk, graduate from Harvard Business School
InvestorSpeαk will officially launch in mid-2019 with institutional investors – sovereign wealth funds,pensions, foundations, endowments, corporations, insurance entities, family offices – representing more than twenty countries and responsible for aggregate assets in excess of $10 trillion. InvestorSpeαk is a peer-to-peer digital community exclusively dedicated to institutional investors, “Alphas”, and their dynamic, complex environment. The customizable platform offers unprecedented functionality to promote conversation, networking and discovery among Alphas. InvestorSpeαk is an independent company with global reach and a mission to empower institutional investors to operate with greater purpose and impact.
In addition to InvestorSpeαk, Courtney is involved in investments and advisory roles through Courtney Companies. She is an active seed and early-stage investor with numerous exits. Currently, Courtney is identifying the founding team for two start-ups she recently formed and seeded. She also serves in a board or advisory capacity for various organizations.
Courtney began her career in technology M&A before co-founding a company. After a successful exit for the technology start-up, she began investing in early-stage ventures and embarked on several years of experience in alternative investments. She first worked for a large macro hedge fund and, subsequently, in leadership positions for emerging managers developing new funds and products. In addition to HBS, Courtney earned a master’s degree in data science and an undergraduate degree in information systems engineering. She is a CFA charterholder, CAIA charterholder and heavily involved with the CAIA global curriculum committee.
Helen Yang, CFA
Founder and CEO of Andes Wealth Technologies, MBA from MIT Sloan School of Management / MIT Sloan Fellow, Bachelor from Tsinghua University
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 State Street). 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 a concentration 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.
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 coach for IDEA – Northeastern University’s Venture Accelerator.
Glory Ventures is a cross-border venture capital fund established by a new generation of investors with a global perspective.
The unique advantages by which Glory Ventures distinguishes itself from other domestic venture capitalists lie in the fact that it is a research-driven VC that realizes the value of an entire industrial value chain. We integrate industrial resources from the private equity markets and public-listed companies to build strategic synergy.
Glory Ventures currently manages a RMB Fund III and USD Fund I. Our portfolio includes 40+ stellar companies in in the fields of AI, IoT, and Fintech over half of which have won the follow-up investment from industrial capital and famous funds like HTC, Quanta Computer, Alibaba, Shanda Networks, Wind, Crystal Optoelectronics, Join-In Group, and Fortune Capital.
Timothy Lindeman
VP Operations of Dimensional Insight, MBA from MIT Sloan School of Management
Tim Lindeman is a technology executive with a passion for doing business in China. Tim’s China journey began in 2000, immediately after he graduated from college with a degree in international relations. He arrived in China unable to speak a single sentence of Mandarin, but quickly immersed himself in Chinese and landed a job at Yonyou, China’s largest ERP vendor. There he learned the inner workings of a Chinese software company and helped them recruit foreign technology partners. Later Tim had the good fortune of meeting the founders of Dimensional Insight (a data analytics software company) who hired him to set up and run their China subsidiary. Through years of trial and error Tim and his team relentlessly built up a sales channel and customer base, and Dimensional Insight is now a well-known brand in China’s healthcare IT industry. In 2012 Tim returned to Boston to take on additional responsibilities at Dimensional Insight and completed an MBA at MIT Sloan. He continues to oversee the China market for Dimensional Insight, which remains the greatest challenge and passion of his career. In 2018 Tim started China BizConnect, an online platform to share research and experience to help technology leaders succeed in the China market.
Xiahong Lin
CEO of OckChain, Inc., Founder of Bodhi Foundation, Co-Founder of Continue Capital
Xiahong is a serial entrepreneur and software engineer who became interested in Bitcoin since 2011. Previously Xiahong worked as software engineer at Edmodo, Twitter and Tencent. He has a Master of Science from Purdue University where he specialized in Statistical Machine Learning, and Master of Science in Computer Science from Shanghai Jiaotong University.
Organizers
Boston Chinese Investment Club
Boston Chinese Investment Club (BCIC) is a Boston registered non-profit organization founded by TCFA (The Chinese Finance Association) Boston organizers in 2010. It serves as Boston centered platform for exchanging ideas, knowledge, and information in finance/investment and related areas between US and China. Main activities include monthly seminars and roadshows. Join the BCIC mailing list to get our latest event information and job postings by registering for our events or send an email to boston.chinese.investment.
Startups please send your business plans to roadshow@bcicglobal.org . Investor or sponsors please contact us at info@bcicglobal.org
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 Platinum Sponsor
E Fund Management Co., LTD.
Established on April 17, 2001, E Fund is one of the fund managers in China with the longest and most successful history. The Company is based in Guangzhou and has offices in Beijing, Shanghai, Chengdu, Dalian, Nanjing, Hong Kong and the United States.
BCIC Gold Sponsors
http://www.easternlinkcapital.com/
Eastern Link Capital is a China focused private equity fund registered with Asset Management Association of China(AMAC). EL Capital manages Eastern Link Capital Fund I and Eastern Link Capital Fund II, both Renminbi funds anchored by the prestige joint venture fund of funds of China Development Bank and Suzhou Industrial Park. We invest in late stage companies and middle market buyout in consumer, healthcare service & medical devices and technology. Our partners’ hands-on working experience with the local capital market and the fund’s unique investment strategy in helping our portfolio companies access the dynamic China’ local capital market will generate high returns for our investors. EL Capital is headquartered in Beijing with additional offices in Suzhou, Boston and Seattle.
Hengtian is a technology services company in Hangzhou, China, an alliance among State Street Corporation, Insigma Technology (a Global Outsourcing 100 Company) and Zhejiang University (A Top Three University in China). Hengtian is dedicated to providing reliable and professional IT services and products for companies at home and abroad. The company offers enterprises customized software development services and IT products and solutions in relation to finance, manufacturing, and retailing, to name a few.
Mass Ave Capital
Mass Ave Capital is a venture capital firm focusing on start-ups based in Cambridge or Great Boston area. We believe our strong resources and ability of small companies operation can help our portfolios greatly. And, with our passion and vision, we can provide a great return to our investors. Trust us, and being with us.
Yintech Investment Holdings
Yintech Investment Holdings Limited (“Yintech” or the “Company”) is a leading provider of investment and trading services for individual customers in China. Yintech strives to provide best-in-class financial information, investment tools and services to individual customers utilizing the latest financial technology and mobile platform.
Shanghai Zhangjiang Boston Enterprise Park
Shanghai Zhangjiang Boston Enterprise Park (SZBEP) serves as a high-tech platform for enterprises to thrive, and startups to grow through gathering resources, providing opportunities, and fostering innovation. To establish the foundation for seamless convergence of innovation and businesses between China and the United States, the park provides a variety of services include mentoring, consulting, financing, project applications and many others. The teams are dedicated to create unorthodox methods of communication between the United States and China that yield more advanced technology and a better future.
U.S. & International Tax and Legal Services
Vacovec, Mayotte & Singer, LLP is a law firm distinguished for its concentration in tax law. Located just outside of Boston, Massachusetts, we provide a full range of tax and related legal services to clients throughout the United States and around the world. Our attorneys are experienced in solving complex tax planning, structuring and compliance issues using creative strategies and determined advocacy on behalf of our clients. Please contact us for more information about our services and our firm.