2018 Business Forum on Investment and Business Growth
Date: Feb. 24, 2018 1 – 5 pm
Venue: Newton Marriott, 2345 Commonwealth Ave, Newton, MA 02466
Forum Lead: John Wang (NECINA)
Steven Wager (Steve), serves as Vice President of Product within the Fidelity Center for Applied Technology, focused on cryptocurrencies and blockchain. Mr. Wager has over 20 years of experience in emerging technologies and securities services with a broad range of roles including; roles in product, sales, operations and client services.
Prior to joining Fidelity, Steve was Vice-President of Development and Operations at the Paxos Trust Company, overseeing the firm's initiatives in developing private blockchain solutions for capital markets. He is a leader in both financial services innovation and business development and is helping Fidelity develop sustainable technology initiatives for internal and customer use.
Steve received his B.A. in business administration from SUNY Albany and earned his MBA from Northwestern’s Kellogg School of Business.
Topic: Cryptocurrency for Retailer Investors and Businesses
●Brief history and background technology, latest trends
●Cryptocurrency for retailer investors and businesses
Ara Bayindiryan is a professional financial services educator, wealth manager and retirement income specialist. Ara provides specialized education and consulting services focused on helping business owners, entrepreneurs and professionals make complex financial strategies simple and easy to understand. He gained his experience and specialized skill set from the largest financial institutions in the world and he brings that knowledge to the individuals he works with.
Ara is recognized within the financial services industry as an expert in Investment Consulting and Financial Planning issues and is a frequent contributor to Online Trading Academy, U.S. News & World Report and featured in Power Trading Radio. He has helped hundreds of clients develop investment strategies, income plans, and tax-efficient estate plans for all sizes of estates.
He received a B.A. in Actuarial Science from the University of Iowa and is a Registered Independent Investment Advisor.
Topic: Income Building: What Wall Street Won’t Tell You
●Learn to create your own personalized pension
●4 biggest investor mistakes to avoid
●Tax-smart strategies for withdrawing funds
●The distribution planning: the rules to reduce risk and keep more of your money!
James C. Welch, CFA, CFP®, CAIA®, CIMA®, Senior Wealth Manager, BNY Mellon Wealth Management. Jim works directly with high net worth clients to address their investment management and financial planning needs. Jim develops integrated plans to synthesize the many aspects of the planning process into a comprehensive framework to help clients meet their goals. In doing so, Jim specializes in providing guidance to clients in the areas of asset allocation, investment selection of both traditional and alternative asset classes, estate planning, cash flow modeling, tax planning, retirement planning, business succession planning, concentrated stock management and risk management.
Jim began his career out of college at BNY Mellon (The Boston Company) as a Senior Fund Accountant. He returned to the company after over a twenty year absence. Prior to rejoining BNY Mellon, Jim spent eighteen years at Bank of America functioning in various Investment, Wealth Planning and Management roles. At his last position at Bank of America (U.S. Trust), Jim served as Managing Director and Wealth Planning Solutions Executive for the Northeast Division where he managed a group of forty Wealth Strategists (Financial Planners).
Jim’s education includes BS Finance/Investments from Babson College, and MS in Finance from Suffolk University.
Topic: Value Investing within a Diversified Portfolio Context
Jim will review the concepts of asset allocation and diversification. He will delve into the field of value investing and evaluate how value strategies complement other asset classes within a portfolio context.
Jeanne Marie D'Amico (right in the picture) is an entrepreneur and hearing instrument specialist. She is the inventor of non-toxic nail polish line – “Jeannie In A Bottle” (jeannieinabottlepolish.com), which assures longer lasting polish that is free from the major chemicals usually found in regular nail polish that makes it safe even for pregnant women and children.
In the past, she was a cast member of the FOX network reality show Trading Spouses in the two-part premiere of the second season opposite Marguerite Perrin. At the time the show aired, Jeanne was the creator, producer and host of her own national talk radio (in syndication), Colors of Life, Colors of Love America and Love Talk USA. She is friend to many celebrities including Caroline Hodge (left in the picture), who is an impersonator of Oprah Winfrey.
Topic: Create Your Own Destiny
Dream it. Wish it. Do it. Jeanne will talk about her background and her experience in developing Jeannie In A Bottle product line.
Shounak Mitra is a Technical Product Marketing Manager at The MathWorks and has done his Master’s in Statistics and Structural engineering. His focus areas are deep learning and machine learning applications. Shounak enjoys designing and building solutions to deal with various theoretical and practical problems like energy utilization, smart infrastructure management, sentiment analysis etc. At his leisure, he loves studying astronomy and is amazed how machine learning enables us to differentiate between galaxies and stars!
Topic: Demystifying Machine Learning and Deep Learning
In this session Shounak will talk about the evolution of the field of machine learning, its current impact on various business operations, and its relation with deep learning. He would also provide some tips to get started with deep learning quickly. Finally, he would conclude by sharing his opinion about the future impact and career opportunities in the field of machine learning.
Kathleen Zhang is a principal and founding member of Zhang CPA Group LLC (previously known as Kathleen F. Zhang, CPA & MST) in both Acton and Lexington, MA. Kathy has over 20 years of extensive experiences in accounting and taxation. Her firm focuses on all types of domestic and international individual and business tax preparations, tax planning and financial strategic planning in addition to providing traditional accounting services. She also specializes in real estate investment taxation, international taxation, merger and acquisition, taxation for hi-tech, life science, medical services, professional services, imports and exports & high net-worth individuals etc. In addition, her firm provides business incorporation advisory and registration services. She has active CPA licenses in both Massachusetts and Maryland. She is a member of American Institute of Certified Public Accountants, Massachusetts Society of Certified Public Accountants. She serves at Federal Taxation Committee of Massachusetts Society of Certified Public Accountants. She has been an Advisory Board Member of New England Chapter of Ascend, the premier professional organization dedicated to enabling its members, corporate partners and the professional Pan-Asian community to leverage the leadership and global business potential of Pan-Asian professionals worldwide for more than 8 years. Also, she was the past treasurer for NECINA (New England Chinese Information and Networking Association), a leading non-for-profit organization for more than two years. Currently she serves as an advisor for NECINA Entrepreneur Club (E- Club). NECINA E-Club is a community of technology company founders and executives. In addition, she is the founding member of Ascend Bentley University Student Chapter and serves as Ascend Bentley University Student Chapter Professional Advisor. She received Excellent Volunteer Award from Acton Chinese Language School at its 5th Anniversary in 2008 and Adult Volunteer Award from Acton Chinese Language School at its 10th Anniversary in 2013. She was a recipient of 5-year Community Service Award from New England Chinese Professional New Year Gala & Community Enrichment Forum in 2014. Kathy obtained her Master in Accounting from University of Maryland and Master of Science in Taxation from Bentley University with high distinction. She is a member of Beta Gamma Sigma, International Honor Society.
Topic: 2017 New Tax Law Changes, Impacts on Individuals and Businesses and Tax Saving Strategies
John Wang is an automotive product design expert and entrepreneur. He has diverse experience in engineering as well as business management.
Since 2008, John has started several companies. He founded Dreamech developing connected car product/service for car owner and service providers. He was the cofounder/CTO of Wiselink Technology, where he built a team of 30 engineers and technicians developing pioneered telematics product in China for customers including China Mobile, Volkswagen China Joint Venture.
Before 2008, John worked for General Motors and Johnson Controls, and his designs and patents have been widely applied to GM, Ford and Chrysler automobiles. Recently, John joined a startup company developing cutting-edge products for high-end and autonomous vehicles.
John also served as 2015-2016 President of NECINA, and has been a NECINA board member since 2016. His education includes MBA (Michigan), MSME and BSME.
Doctor Jeff Yang was graduated from Chinese Academy of Science Graduate School in 1989 with MS degree, then came to the United States the same year.
He had earned a Ph.D. in 1996 from University New Hampshire. Since then he has been working on database management areas with Healthcare(Harvard Pilgrim Healthcare), IT(Perot System, Dell, NTT Data) Retailer(TJX Corp), Payment System(Vantiv). Also he had taught Oracle Database related classes at UMASS Lowell from year 2000 till 2013. He joined OCEAN in 2011 as a board member and has been VP of OCEAN since 2016.
The forum of Investment, Entrepreneurship and Business Growth was co-organized by the following associations.
●New England Chinese Information and Networking Association (NECINA) / NECINA E-Club
●Ascend-New England (Pan-Asian Leaders in Accounting and Finance)
●Overseas Chinese-American Entrepreneurs Association (OCEAN)
●Chinese-American BioMedical Association (CABA)
●128 Chinese Union of Technology Enterprises (128 CUTE)
●Hong Kong Association of Massachusetts (HKA-MA)