2018 Business Forum on Investment and Business Growth
2018-02-24

Date: Feb. 24, 2018 1 – 5 pm
Venue: Newton Marriott, 2345 Commonwealth Ave, Newton, MA 02466
Forum Lead: John Wang (NECINA)
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From | To | Topic | Speaker |
1:00 PM | 1:45 PM | Create Your Own Destiny | Jeanne Marie D'Amico |
1:45 PM | 2:15 PM | Demystifying Machine Learning and Deep Learning | Shounak Mitra |
2:15 PM | 2:45 PM | 2017 New Tax Law Changes, Impacts on Individuals and Businesses and Tax Saving Strategies | Kathleen Zhang |
2:45 PM | 3:00 PM | Coffee Break and Networking |
|
3:00 PM | 3:30 PM | Cryptocurrency for Retailer Investors and Businesses | Steve Wager |
3:30 PM | 4:00 PM | Income Building: What Wall Street Won’t Tell You | Ara Bayindiryan |
4:00 PM | 4:30 PM | Value Investing within a Diversified Portfolio Context | James C. Welch |
4:30 PM | 5:00 PM | Investment Panel Discussion |
|
Speakers:

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
●Fidelity's perspectives

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!

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.

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.

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.

Topic: 2017 New Tax Law Changes, Impacts on Individuals and Businesses and Tax Saving Strategies
Moderators:

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.

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)
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