Home --> Annual Conferences --> 2010 Annual Conference

Time: Sunday, October 24, 2010 (1 pm - 9:30 pm) Location: Hilton Hotel, 120 Wood Avenue South, Iselin, NJ 08830 Directions From Garden State Parkway: exit 131A; Hotel is on the right hand side as you exit. From the NJ Turnpike: take exit 11 to Garden State Parkway North, exit 131A, hotel is on the right side. Amtrak Train, NJ Transit, Metropark Station is walking distance from the hotel (as the map). Exit the station, turn right onto Middlesex Turnpike, turn left at the traffic light (Wood Ave South) and the hotel is two blocks up the hill on the left. Total walking distance is 2.5 blocks (0.5 m).

Gold Sponsors Silver Sponsors Bronze Sponsors Vendor Sponsors: Supporting Corporation & Organizations: Connolly Bove Lodge & Hatz, LLP CJCAA-Women's Club, Cindy Huang CIENY, Paul Lin

Conference Agenda & Programs

Featuring

• SBA, NJSBDC, NJEDA officials, introducing the latest Fed's & State favorable policy and financial programs supporting small businesses, and the Government Contracting opportunities, including R&D & Product Development;
  
  
• Investors & Bank Loan Officers, who will bring us the guaranteed loan programs, current investors' focus and their perspectives on entrepreneurship in the coming decades;
  
  
• Clean Energy, Green Building & Sustainability Leaders and Practioners, who will showcase an array of the new development trend in the world economy
  
  
• Biotech CEOs from the US and China , who will introduce the next wave in biotech and pharmaceutical development and entrepreneurial possibilities
  
  
• Lawyers, Corporate Accounting & Financial professionals, who will bring their expert knowledge & experience to help you build a healthy business.
  
  
• Wall Street Speaker, who will bring eye-opening in-depth analysis and insight into the new world economic patterns and the entrepreneurial opportunities
  
  
• NJ Assemblyman Chivukula's talk on clean energy legilation and perspectives
  
  
• and more

Who should attend:

• Small business owners who are seeking government financing (including 90% government guaranteed loans and R&D grants), and government contracting opportunities
  
  
• Entrepreneurs who wish to explore opportunities in clean energy, green building, urban farming and other sustainable business types that mark the increasing trend in the world economy now
  
  
• Professionals who wish to pioneering in the technology and product development in their spare time in the above areas, which may possibly bring disruptive changes to human living environment
  
  
• New graduates and students who wants to become part of the trend in the near future
  
  
• Concerned people who wish to know what is going on in today's world and what may affect us in this new economic pattern.

As this is the first NACEA Annual Conference since its inception 4 years ago, NACEA EC team has been working hard to bring an exciting and worthwhile event to everyone. We appreciate your support in the past few years, and hope we can work together to bring more opportunties to this community and all entrepreneurs alike. We are looking forward to seeing you again at this grant celebration.

Conference Agenda & Programs

• 1:00 - 1:30pm (2nd floor) Registration & Networking

Parallel Sessions:

Session I (Rm 206) Finance Your Business & Start-ups: Where Is the Money?

Chair: Dahai Guo, NACEA Board Director

Panelists: Andy Kron, Chief Operating Officer of Across Nations Certified Development Company ; Chang Lee, HSBC Bank, Vice President Branch Manager; Ray Garcia, Entrepreneur and Technology Investor, Sterling Atlantic, LLC; Blake Zhang, Daiwa Capital Markets, Inc.

• 1:30 - 1:35pm: Intro of Speakers & Panelists
  
  
• 1:35 - 1:55pm: Chang Lee, "HSBC, Your Best Partner for International Business Financial Needs"
  
  
• 1:55 - 2:15pm: Andy Kron, "Introduction of SBA Loans & Case Studies"
  
  
• 2:15 - 2:35pm: Blake Zhang, How Can You Use Private Equity Fund for Your Business?
  
  
• 2:35 - 2:50pm: Ray Garcia, Entrepreneur and Technology Investor, Sterling Atlantic, LLC
  
  
• 2:50 - 3:20pm: Panel discussion & Q/As

• 1:30 - 1:50pm: Young Lee, "Financial Strategies & Retirement Planning for Start-ups & Small Business Owners"
  
  
• 1:50 - 2:10pm: Michelle Wu, "Commercial Contracts & Other Corporate Legal Matters"
  
  
• 2:10 - 2:30: Lun Lu, IP Lawyer(focus on medical, biotech & pharmaceutical IP and patent); IP Considerations for Doing US-China Cross Border Business
  
  
• 2:30 - 2:50pm: James Ho, CEO, Ho's Accounting Firm; What Equity Type Suits Your Business?
  
  
• 2:50 - 3:30pm: Panel Discussion & Q/As
  
  
  
• 3:30 - 3:50pm Break & Networking

• 3:50 - 3:55pm: Intro of speakers & panelists
  
  
• 4:00 - 4:20pm: Jonathan Cloud, "Emerging Opportunities in Green Business"
  
  
• 4:20 - 4:40pm: Dickson Despommier, "The Vertical Farm: Feeding the World in the 21st Century"
  
  
• 4:40 - 5:00pm: Steve Sun, Ernst & Young Entrepreneur of the Year, Regional Winner, 2010; "From Scientist & Engineer to Biotech Entrepreneur"
  
  
• 5:00 - 5:15pm: Xiogwei Shi, Why I Quit My Job and Start Entrepreneurship in China?
  
  
• 5:15 - 6:00pm: Panel discussion & Q/As
  
  
• 6:00 - 6:30pm: 202室：交流活动：张卫冬, 中国国家材料服役安全科学中项目建设指挥部副总指挥、副研究员。介绍中国的发展机遇，相关政策，以及国家材料服役安全科学中心的科研及开发项目

• 3:50 - 3:55pm Intro of Speakers & Panelists
  
  
• 3:55 - 4:25pm: William Boone, "Federal & State Government Funding for SMEs"
  
  
• 4:25 - 4:55pm: Patrick Guidotti, "Is Government Contracting for My Business?"
  
  
• 4:55 - 5:20pm: Paula Durand, "State Funding for Clean Tech and Other Tech Startups"
  
  
• 5:25 - 6:00pm: Panel Discussion & Q/As:
  
  
  
• 6:00 - 6:30pm: Social & Networking

6:30 - 9:30pm: Banquet and Keynote Speech (Grant Ball Room on the first Floor)

Master of Ceremony - Ping Peng, NACEA VP of Finance

• 7:30pm: Welcome Address: May Li, NACEA Chairman, Yong Guo, NACEA President
  
  
• Keynote Speeches
  
  
• 7:40 - 8:00pm: Assemblyman Chivukula: Clean Energy and Sustainability Legislation in the US and the State of New Jersey
  
  
• 8:30pm: 李山泉先生，美国奥本海墨基金管理公司董事总经理，高级基金经理，著名华尔街演讲人； 世界经济格局和局势，及美中两国的创新创业新机遇
  
  
• 9:30pm Conference Adjourns

Biographies of Speakers/Panelists

Assemblyman Upendra J. Chivukula

Upendra Chivukula is the first Asian-Indian American elected to the New Jersey General Assembly and the fourth Indian- American in the US to be elected to state office. He is currently serving his fifth term in the Assembly, representing the 17^th district, which encompasses Highland Park, New Brunswick, North Brunswick, Piscataway, Milltown, and Franklin Township. Upendra is the Chair of the Telecommunications & Utilities Committee and a member of the Appropriations Committee in the Assembly. He is a member of the Science and Technology Commission for the State of New Jersey, the Asian American Study Foundation and recently became a member of the Intergovernmental Relations Commission. He has served on the International Education Taskforce, World Languages Instruction Committee and the Board of State Canvassers. Upendra co-founded the NJ Legislative Science & Technology Caucus, as well as the World Languages & International Studies Caucus in the Legislature. Governor Florio of New Jersey appointed him to be a Public Member of the New Jersey State Board of Social Work Examiners. He served on the board of the New Jersey State Cross-Acceptance Committee from 1994 to 1997. Assemblyman Chivukula is on National Conference of State Legislatures (NCSL) Executive Committee. He was past Chair of the NCSL Communications, Technology and Interstate Commerce Committee. He also served on the Energy & Electric Utilities Committee, as well as the Task Force on Homeland Security for the NCSL. Assemblyman Chivukula has served on the New Jersey delegation to the Democratic National Convention in 1996, 2000, 2004 and in 2008. Upendra was an Elector for the Electoral College in 2004.

He is a Leadership New Jersey Fellow (1998), Flemming Institute Fellow (2003), and the Past President of Franklin Township Lions Club and Zone 2 Chairman in District 16-D. He is a National Committee Member of the Association of Indians in America, Past Secretary of NJ Chapter of Indian American Forum for Political Education and Past President of Asian American Political Coalition. He graduated from the Senior Managers in State and Local Government program at the John F. Kennedy School of Government at Harvard University and is a graduate, University of Virginia, Emerging Leaders Program Upendra has a B.E.E. from Guindy’s Engineering College, India and Masters in Electrical Engineering from City College of the City University of New York. He is a consultant for WTC, Inc and has drawn extensive technical and business experience working at AT&T Bell Laboratories. Upendra has been married for over 30 years to his wife Dayci and has two children, Suraj and Damianty.

William C. Boone

Assistant District Director, Lender Relations Division/Capital Access, Small Business Administration, Newark, NJ

As the Senior Credit Officer of the Small Business Administration’s New Jersey District Office, Mr. Boone is responsible for the delivery of the entire Agency’s Loan Programs throughout New Jersey. Mr. Boone is in charge of increasing SBA loans volume in New Jersey to the small business community by the enrollment of “new” SBA Lenders, which included Federal Credit Unions and Community Banks, as well as Saving Institutions.

Mr. Boone was appointed Chief of Finance for SBA New Jersey District Office in October, 1994 and became Assistant District Director, in charge of all Agency Credit and Lending issues for the New Jersey SBA office in 1996.

Out of 69 SBA offices nationwide, the New Jersey District Office is now always ranked as one of the Agency’s top District, regarding SBA approved loans, nationwide, sometimes as high as # 2 nationwide.

Mr. Boone attended Union College, as well as Bloomfield College, where he made the Dean's List, majoring in Business Administration & Accounting. He was a Vice-President of Commercial Lending at First National State Bank (now Wachovia Bank/Well Fargo) for 10+ years. Mr. Boone was a Marine, S/Sgt and is a Viet-Nam Veteran. Hence, as an ex-banker & veteran, he understands small businesses needs for financial assistance.

Paula Durand

Senior Venture Officer, Clean Technology, NJ Economic Development Authority (EDA)

The EDA is a state financing and development agency that works to strengthen New Jersey’s economy by retaining and growing businesses through financial assistance, by renewing communities, and by promoting the State’s strategic advantages to attract domestic and international businesses. Paula focuses on working with investors and early stage clean technology companies under the Edison Innovation Fund, an integrated set of resources that support financing initiatives throughout all stages of development and commercialization, and delivering a suite of clean energy solutions to this community. She previously worked in middle market corporate finance at Chase and corporate and investment banking at HSBC where she managed a global portfolio of over 100 public sector clients. She is a member of several clean energy advisory review boards at the EDA. She also serves on the Fairleigh Dickinson University Sustainable Business Incubator Advisory Council and several boards of professional accounting and finance organizations. Paula received her BA degree in Economics from Northwestern University, her MBA in Finance from NYU and is a Certified Management Accountant.

Judith A. Sheft,

Associate Vice President, Technology Development, NJIT

Judith A. Sheft is the Associate Vice President Technology Development at the New Jersey Institute of Technology. She is responsible for managing the university’s Office of Technology Development and creates programs and policies focusing on patent creation, intellectual property valuation, strategic use and protection of IP assets. She is also involved with economic development in the Newark Innovation Zone having responsibilities for management of the university’s high technology business accelerator/incubator, the Enterprise Development Center, and the Defense technical Procurement Center. She is the strategy lead for entrepreneurial initiatives on the North Jersey WIRED grant. Since 2007 she has been a member of the NJ – Israel Commission.

Prior to joining NJIT, she had been a founding member of Licenz Group, an IP consulting firm that focuses on assisting companies to maximize the value of their IP portfolio. Before that she had worked as the Intellectual Property and Compliance Vice President for Agere Systems, the semiconductor subsidiary of Lucent Technologies. In that capacity she had profit and loss responsibility for Agere’s patent and technology licensing business. She was involved in the allocation of intellectual property assets during the AT&T trivestiture and is experienced in assessing patent portfolios. Ms. Sheft has provided IP guidance to many of the high technology M&A and divestiture activities at AT&T and Lucent.

Ms. Sheft has extensive business development experience outside the U.S. She played a lead role in negotiating a long-term alliance between Lucent/Agere and NEC in the field of semiconductor manufacturing technology. The alliance has lasted over a decade and is a prime example of collaboration between competitors.

Ms. Sheft has a BS and MS in Mathematics from the University of Illinois and an MBA in International Business from the Wharton School of the University of Pennsylvania. She is a frequent speaker on the topic of intellectual property and strategic alliances and is an active member of the Licensing Executive’s Society.

Patrick Guidotti

SBDC Senior Consultant, President and owner of PJG Consulting (former Director of Small Business Office, NJ Dept of Commerce)

Patrick Guidotti has over thirty five years with the New Jersey State government in areas of procurement, construction, small business certification and economic development. During his time with the New Jersey government he has held several management positions working in the Division of Building & Construction and the Department of Commerce.

While with the Division of Building & Construction he was the lead man in a survey crew with the Civil Engineering Section and also became manager of the Contractors Prequalification Office where he was responsible for the contractor’s classification program.

His next position was with the Department of Commerce. He spent many years there in the Small Business Office, rising to the Director’s position where he was charged with the responsibility of administering and monitoring the small, women and minority set-aside and certification program. He also was responsible for the small business assistance and development program and represented the Department of Commerce on the Governor’s Study Commission on Discrimination in Public Works and Construction Contracts.

For the past several years, Mr. Guidotti has partnered with the New Jersey Small Business Development Center (SBDC), a publicly funded organization that provides assistance to small businesses. He has been tapped as keynote speaker covering areas of certification, procurement and construction and has provided one on one counseling through the SBDC to hundreds of businesses.

Mr. Guidotti has been a guest speaker at many events and received numerous awards from various organizations including The American Society of Professional Estimators, The National Association of Purchasing Management, The National Contract Management Association, The New Jersey Association of Women Business Owners and The Regional Alliance for Small Contractors.

Currently Mr. Guidotti is President and sole owner of PJG Consulting, a business development and assistance firm specializing in government procurement and construction contracting. He is also a full partner of THE Contract Connection, LLC.

This business development consulting firm was formed to help businesses navigate government contracting opportunities, including Federal, State and local agencies. It is part of the New Jersey Chamber of Commerce Affinity group.

Chang Lee,

HSBC Bank, Vice President Branch Manager

Chang has been with HSBC for over 2 1/2 years and was recently promoted to become the Branch Manager of our Edison, NJ.  He was been involved in the financial industry field for over 15 years since graduating from Lafayette College, Easton PA.  Chang was the 2009 "The HSBC Way" recipient for outstanding performance, for assisting personal and business customer regarding their global wealth and financial servicing needs.

Andy Kron,

Chief Operating Officer of  Across Nations Certified Development Company

Across Nations CDC is a non-for-profit organization established to fund for-profit small to mid-size businesses to encourage Economic development and job creation in the private sector  through Government Funding Programs, especially the U.S. Small Business Administration 504 Program.

Mr. Kron has been in the finance business for the last 20 years and have been working with Across Nations since 2006.

Steve Sun,

Ph.D, President and CEO of GENEWIZ Inc

Dr. Steve Sun is the co-founder of GENEWIZ Inc., a contract research company that specializes in DNA sequencing, gene synthesis, molecular biology, genomics, and GLP/GLIA standard DNA services. GENEWIZ’s global headquarters is located in New Jersey, with laboratory operations in New Jersey, California, Maryland, and Massachusetts in the US, and in Beijing and Suzhou in China. The mission of GENEWIZ is to contribute to the advancement of life sciences and technologies by making research more productive and cost efficient through scalable services. With works characterized by a high degree of speed, reliability, and competence, GENEWIZ serves thousands of researchers across the US and worldwide, and becomes the market leader in the DNA services.

Independent marketing researching firm Frost & Sullivan selected GENEWIZ, Inc. as the recipient of the 2006 Growth Strategy Leadership Award, in recognition of its high quality services and unparalleled support in the North American DNA sequencing services markets.

In 2010, Dr. Steve Sun, and Dr. Amy Liao, COO, co-founders of GENEWIZ, Inc. received the regional Ernst & Young Entrepreneur Of The Year Award. The Ernst & Young award recognizes outstanding entrepreneurs who are building and leading dynamic, growing businesses, and is selected by an independent panel of judges.

Dr. Sun serves as a member of the Scientific Advisor Board at Neogenix Oncology Inc, a cancer therapeutics and diagnostics company with operations in the states of New York and Maryland. He is a member of the Board of Directors at Frontage Laboratories since it founding in 2000. Frontage specializes in pharmaceutical analysis, bioanalytical testing and method development, and custom synthesis of investigational compounds, with operations in the U. S. and China.

Dr. Sun serves as a member of the Innovation Sounding Board of Rutgers University’s Center for Innovative Ventures of Emerging Technologies (CIVET). CIVET’s mission is to encourage dialogue between academic researchers, their industrial counterparts, and entrepreneurs regarding technology commercialization.

Dr. Sun obtained his Bachelor degree from Tsinghua University in Beijing, and his Ph.D. from Columbia University in New York City. His postdoctoral training was at the Rockefeller University in New York City.

Jonathan Cloud

Chairman, Sustainable Business Incubator

Senior Fellow, Institute for Sustainable Enterprise, Fairleigh Dickinson University, and Founder, Center for Leadership in Sustainability

Jonathan Cloud is a lifelong environmentalist, community organizer, and entrepreneur. An early pioneer in passive-solar design and construction in Canada in the 1970s and 80s, as well as an environmental community activist, he received a UN Environment Award in 1985, in recognition of his work in renewable energy, conservation, and appropriate technology.

His career has spanned journalism, politics, invention, housing design and construction, database, software, and Internet development, financial services, networking, nonprofits, network marketing, and sustainable business development.

His current focus is on reorganizing the Sustainable Business Incubator, which assists entrepreneurs with start-up ventures in renewable energy, CO2 reduction, and other environmental technologies, as well as with emerging business models involving carbon trading, sustainability consulting, and sustainable social enterprises.

Dickson D. Despommier

Microbiologist, Ecologist and Professor of Public Health in Environmental Health Sciences at Columbia University.

Dr. Despommier conducts research on intracellular parasitism and teaches courses on Parasitic Diseases, Medical Ecology and Ecology.

In recent years, Despommier has received considerable media coverage for his ideas on Vertical Farming . Vertical Farms are a proposed agricultural technique involving large-scale agriculture in urban high-rises or "farmscrapers". Using advanced greenhouse technology and greenhouse methods such as hydroponics, these buildings would produce fruit, vegetables, edible mushrooms and algae year-round!

Dr. Despommier's new book "The Vertical Farm: Feeding the World in the 21st Century" has just come out.

Michelle Wu, Esq.,

Attorney, Graham Curtin, P.A.

Ms. Wu is an experienced attorney with Graham Curtin, P.A., a prestigious mid-sized, full service law firm located in Morristown, New Jersey. Her focus of practices is corporate law and immigration law.

Her corporate law services include the incorporation of various forms of entities; corporate governance documents; drafting and negotiation of various commercial contracts and leases; intellectual property licensing and transferring; strategic alliances including mergers, acquisitions, joint ventures, divestitures and reorganization; securities and investment; initial public offering, commercial loans and refinance; government licenses and permits; cross-border transactions; international trade; and corporate counseling. Her immigration services include the petition, change, and extension of various non-immigrant visas; permanent residency (employment- based, family-based and investment immigration); and citizenship petitions.  

Ms. Wu is licensed in both New Jersey and New York. She has worked in the New Jersey Superior Court, Appellate Division and the federal District Court for the District of New Jersey. She is a graduate of Columbia University and Rutgers University Law School. Mandarin Chinese is her native language. Her contact information is: mwu@grahamcurtin.com; 973-401-7108(office); 973-687-6816(cell).

The firm Graham Curtin has represented clients in New Jersey and New York metropolitan area, and from around the United States and overseas. The firm’s clients include national and international insurance companies, manufacturers and purveyors of goods ranging from automobiles to semiconductors, casinos and hotels, real estate concerns and developers, hospitals and clinics, municipalities, professional corporations, nonprofit organizations, and individuals. The firm’s areas of expertise include corporate and transactional law; litigation; intellectual property law; labor and employment law; real estate law; tax law; immigration law; and trusts and estates law.

Zhun Lu

Ph.D., Associate, Director of Asian Pacific Practice, Connolly Bove Lodge & Hatz, LLP,

Dr. Lu represents clients in a variety of areas including patent counseling, opinions, litigation, and prosecution primarily in the biotech, biomedical, pharmaceutical, and chemical areas. He also advises clients on corporate matters relating to IP management.

Zhun is currently working with Asian Pacific based companies entering the U.S. as well as U.S. and other international companies operating and doing business in the greater China marketplace. He is an honorary member of the Chinese Intellectual Property Society and has been a frequent lecturer at law firms, universities, companies and conferences in China, Japan, Korea, Singapore and Taiwan. His unique background enables him to help international clients with their IP protection needs and business operations in the U.S. and Asian Pacific regions.

Before joining the firm, Zhun worked as a research scientist at the Yale School of Medicine and as an intern for the Honorable Peter Dorsey, former chief judge of the Federal District Court for the District of Connecticut.

Young Lee

Young Lee is a Financial Adviser in the Metropark office as part of the Merrill Lynch Global Wealth Management Group. He has been with Merrill Lynch for five years helping clients in various positions from Indiana to New Jersey. Young is a graduate from the Krannert School of Management at Purdue University and was recently selected to speak at the Krannert Executive Forum. Young provides clients with customized planning-based investment strategies to achieve their goals. His clientele are based throughout the country; primarily individuals/families, executives, and business owners. Young works in the following areas: wealth management and transfer, retirement solutions and strategies, private money management, business services and real estate financing.

Dahai Guo,

President & CEO, PuraCap Pharmaceutical LLC, Founder of Enspire Group.

PuraCap Pharmaceutical is developing, manufacturing and marketing broad range of Rx and OTC pharmaceutical products in the global markets.

Through his professional career, Mr. Guo has held senior positions in several multi-billion dollar global companies in pharmaceutical and healthcare product industry, such as Roche, Ansell healthcare, Inverness medical.

Mr. Guo has broad experience in sales & marketing, product development, global strategic planning and biotechnology research. He has demonstrated strong leadership in successfully marketing global healthcare brands and over 2000 different products in 90 different countries, including major retail markets like US, Canada, West Europe, Australia and China and India markets. Particularly, his strong marketing expertise has covered every sales channel in the US retail (Food/Drug/Mass/e-commerce/C-stores), hospital and industrial (B-2-B) markets. His broad and hands-on experience also enabled him to build and grow another New Jersey based start-up biotech company, Cell & Molecular Technology Inc., (now a division of Invitrogen) successfully 13 years ago.

Before he came to US, Mr. Guo conducted molecular biology research at China's top research institute, Chinese Academy of Sciences and the Chinese International Science Center in Beijing. He has introduced various bio-medical products into China market.

Mr. Guo has MBA from Cornell University and M.S. of Biology from Rutgers University. He also completed distinguished Six-Sigma Black Belt training, awarded by America Society for Quality.

Ray Garcia,

Entrepreneur and VC, Managing Director, Sterling Atlantic, LLC

Mr. Ray Garcia has over 20 years of experience in technology innovation and strategy within large global corporations and entrepreneurial ventures. He has consulted for venture capital and PE firms in New York City as part of his advisory practice. Ray has launched several startup ventures as well as advised over 30 Internet startups at various stages of growth. He has expertise in the research and development of complex commercial software products for delivery to international clients. Early in his career he worked as an executive in banking for Citibank, Republic National Bank (HSBC), and did consulting work for Morgan Stanley and Bank of America. His first startup venture experience was with Clearcross, a leader in international trade software which is now owned by Kewill, a publicly traded UK company. After working for the investor community for a few years Ray co-founded Smart Systems Technology, an early innovator in the proximity (contactless RFID) payments industry. Most recently, Ray was an Executive in Residence at MIT Media Lab, and is currently a board advisor and Executive in Residence at the Field Center for Entrepreneurship at Baruch College City University of New York. Ray serves as a coach to aspiring entrepreneurs and has formalized this process within the BCAP.biz program to help promote international economic development through entrepreneurship. He is a graduate from the School of Engineering at City College of New York and resides in NYC.

James Ho & Carol Ho, CPA

Mr. Ho graduated from Master of Accounting program in the University of Rhode Island in 1979 and have had more than 30 years accounting and taxation experience and 24 years as CPA. He started his own accounting firm serving both individual and corporate customers since 22 years ago. Before then, he was a tax manager of Formosa Plastic Corporation in Livingston, NJ, which is the largest public trading corporation based in Taiwan.

Carol Ho jointed Ho’s Accounting firm after she worked for Ernst & Young, one of the biggest CPA firms in U.S

Dr. Xiongwei Shi

EVP of Sundia MediTech Company in Shanghai.

Dr. Xiongwei Shi received his Ph.D. in synthetic organic chemistry in 1993 from Sate University of New York. Then he moved to Cornell University as a postdoctoral research associate in synthetic organic chemistry?

In 1996, Dr. Shi started his industrial career as a senior chemical process scientist in Schering-Plough Research Institute. During the period of 1996-2004, Dr. Shi involved in many development projects to support phase I, II, III clinical studies and commercial production of intermediates and APIs. These projects included new synthesis and process development of Anti-Fungal and Anti-Cancer drugs and other drug candidates for Alzheimer's disease, Parkinson's disease, AIDS disease.

In 2004, Dr. Shi established United Pharmatech, offering global pharmaceutical company's diverse custom synthesis, process research, development and scale-up outsourcing services as well as manufacturing of pharmaceutical intermediates and APIs in cGMP environment. In 2007, his company merged with Sundia Meditech to provide an integrated service for clients worldwide. Currently, his company has more than 600 scientists with over 100 clients.

Dr. Shi has been an Executive Committee Member of Sino-American Pharmaceutical Professionals Association (SAPA), Lifetime Member of SAPA and Member of American Chemical Society for many years. He has published more 30 peer-reviewed papers in international journals and holds many patents.

In 2004, Dr. Shi quitted a nice job in Schering-Plough and went back to Shanghai to start up United Pharmatech Co. Ltd, an outsourcing service company, offering global pharmaceutical company's diverse custom synthesis, process R&D and scale-up production of clinical intermediates and APIs required in cGMP environment. Six years later, his company has become a leading CRO company in China.

Blake Zhang, Daiwa Capital Markets

Blake Zhang had 18 years of experience in financial industry. Grown up in Beijing, Blake Zhang left China in 1994 to Singapore, where he practiced Private Equity business for eight years in Pan Pacific Public Group. Starting as New Business Development Analyst to Group Lead Negotiator to Chief Aide to Executive Chairman, Blake had screened over 150 businesses and closed 15 deals totaling $174 million in sectors like real estate, consumer merchandise, telecommunication and industrial product, spanning from high-growth opportunities in the Greater China to high-value projects in North America. The successful investment into a Canada project generated 16 new jobs that remarkably reached positive earnings in Year 1 and later generated 390% return upon our Year 3 exit. The local Canadian government awarded him "Entrepreneur Year 2000" prize with a seat in Municipal Economic Council. On PE business, Blake is experienced in new business valuation, deal structure setup and strategy implementation.

Since Sep. 2001, Blake started career in New York with JP Morgan Chase Bank. He has been working in Daiwa Capital Markets as the Vice President on Proprietary Trading Desk responsible for dynamic market risk management since 2006. Daiwa Capital Markets is one of the 18 primary dealers of the US Treasury today.

Meanwhile, as an active board director of Asian Financial Society (AFS), a non-profit organization initially founded by and affiliated with the Committee 100, he serves AFS today that connects about 3,000 professionals in the U.S.

Blake holds an MBA degree from NYU Stern, M.Sc. from National Univ. of Singapore (NUS) and B.Sc. from University of International Business and Economics (UIBE).

卫冬，工学博士，现任国家材料服役安全科学中心（筹） ）项目建设指挥部副总指挥、副研究员

“国家材料服役安全科学中心（筹）”为中国十一五期间建设的12个大科学工程项目之一，也是中关村在建的世界一流研究机构之一，中心主要是研究桥梁、大型钢结构、石油管线、核电、火电、高速铁路、大飞机、公路等国家重大工程的安全服役问题。北京科技大学为项目承建单位，中科院金属研究所、西北工业大学为共建单位，哈尔滨工业大学为参建单位。该项目横跨材料、机械、安全、信息等学科，总投资约12.5亿元，未来规划达到500研究人员、2000研究生的规模。

在学期间曾与导师一起在4500万元风险投资支持下，成立了时光科技有限公司（http://www.thtbase.com/），目前公司已发展到100多人，年营业额3000万元，为我国电动汽车驱动系统的主要研发和生产机构，为多家电动汽车企业配套。

在学期间曾任学校学生会常务副主席，团委副书记，工作后曾任学校科技处副处长，首都高校科技信息网的秘书长。 目前在佐治亚理工学院工业工程系从事系统安全评价领域的学习和研究。

本次受北京市青联胡九龙秘书长委托与波士顿的华人团体、学生团体负责人接洽，探讨未来与首都青年合作创业事宜，希望和大家成为朋友。欢迎大家以后到北京时到我们中心交流指导。

李山泉

李山泉先生，美国奥本海墨基金管理公司董事总经理，高级基金经理，负责该公司环球股票投资的管理。具有十几年投资管理的直接经验。作为新华社特约高级分析师，李先生曾任中国旅美金融协会首任主席、美中基金会以及多个华人组织的高级顾问。他经常受到海内外媒体的采访，并经常在电视台、报纸和杂志发表有关金融问题的评论。多次应国内有关部门的邀请，参加各种研讨会和报告会。

1982年，李山泉毕业于中国人民大学国民经济管理专业，在国务院发展研究中心从事国民经济综合问题的研究。在发展中心近五年的时间里，参与了许多文件、报告的起草工作，并在报纸和杂志发表有关经济问题的文章。

1986年6月，李先生应美国驻中国大使洛德之邀，进入美国政府汉弗莱交流计划，对美国进行为期一年的访问。1987年9月，他重返美攻读学位。1989年6月，李先生获BRANDEIS大学国际经济和金融硕士学位。

李先生在学期间（1990）就被ACADIAN投资管理公司雇用，开始了投资管理的研究和实践。1991年2月，他来到纽约受聘于老牌的华尔街布朗兄弟公司，在投资战略部任高级分析师，从事有关投资战略的分析和研究工作。1995年11月到奥本海墨基金公司环球投资部任基金经理。2010他管理的基金被美国共同基金评鉴机构（LIPPER）评为同类基金5年第一。

Origin date: April 11, 2007
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