Home --> Seminars and Meetings --> Meeting (June 2014)

NACEA is pleased to announce its above business event to be held at New Jersey Technology Center, a NJ government-funded biotech incubator on June 14, 2014. If you are a small business owner or is planning to start a business, you should not miss this event.

Time: 1:00 - 5:00pm, Saturday, June 14 2014
Location: 675 US Highway 1, North Brunswick, NJ 08902 (don't miss the entrance sign "Technology Center of New Jersy" on Route 1 south)
Fee (includes some snack, cookies and drink):
Members/Students:  $5
General Admission: $10                                       
(Pay onsite, but please register below to let us have an accurate headcount. Limited seats 50)

We have invited SBDC regional director, Lorraine Allen as one of the guest speakers. Her topic will be “Business Resources - Best Kept Secrets” which will cover doing business with federal government as small business owners, and research tools, etc.

As the event sponsor, Mr. Michael Moskowitz, Vice President for the Central and Southern New Jersey region of Wells Fargo  will share with us how “Section 79 Plan” using life insurance can benefit you and protect your retirement as a small business owner.

Another speaker Yi Li, Chartered Alternative Investment Analyst (CAIA), Founder and CEO of Lab[x]Lab will talk on an interesting alternative investment opportunity –“Crowdfunding”, a disruptive funding model for startups and small business.

The Last speaker, Dr. Liu Dong, a professor from Beijing will offer some of his insight on cross-boarder investment scenario: Current investment opportunities and regulations in China for overseas investors, and how China's capital is currently investing in the various industries in the US, based on his recent research paper "China ODI(oversea direct investment) in the USA". (Note: his talk will be delivered in Chinese)

Agenda:

1:00-1:30PM   Registration and Networking (bring your business or name cards for networking purpose)

1:30-1:40PM   Open remarks and NACEA introduction

1:40-2:20PM   “Business Resources Best Kept Secrets”  

                       By Lorraine Allen, SBDC regional director （30mins PPT + 10mins Q&A）

2:20-3:00PM   “Fundamental Focus for Business Owners: Protection & Retirement”

                      By Michael  Moskowitz,  Vice President at Wells Fargo  （30mins PPT + 10mins Q&A）

3:00-3:10PM   Break

3:10-3:50PM   “Crowdfunding, a disruptive funding model for startups and small business”

                        By Yi Li, CAIA, Founder and CEO  of Lab[x]Lab.  （30mins PPT + 10mins Q&A）

3:50-4:30PM  “Chinese and USA investment opportunities” In Chinese (用中文讲)

                        刘东，教授，国际战略研究所世界经济室的副主任，兼任《证券市场周刊》副主编,

                        哥伦比亚大学访问学者 （30mins PPT + 10mins Q&A）

4:30-5:30PM  Open discussion, Business card exchange and networking

Speaker’s BIO:

Lorraine Allen， Regional Director at Small Business Development Center (SBDC)

Serving Mercer and Middlesex counties, her Center counsels over 500 clients a year and trains over 2254 business representatives annually with business and market planning, procurement, financing preparation, start up and most every small business concern. A professional coach, speaker and experienced group leader has been responsible for the counseling of over 8100 business owners and representatives through one-to-one strategic management and operational counsel from entrepreneurs to corporate clientele. In addition, she has directed training for over 17000 in business skills development to help them grow their teams and their companies and their personal success. She served 4.5 years New Jersey Commerce and Economic Growth Commission as Procurement Specialist dedicated service for both public and private buyer and business vendor to advocate and increase contract relationships. Specializing in marketing, sales and government procurement she has also forged special projects including originating Trenton Small Business Week, The Academic Administrators Institute, the Quickbooks Center for Business, Master CEO and Strategic Needs Assessment programs, as well as procurement training for the state, etc.  Recipient of many awards including the 2009 US Small Business Administration Innovation Center Award, featured as 2010 njbiz Mover and Shaker, 2 time New Jersey Association of Women Business Owners award winner and Metropolitan Trenton African American Chamber of Commerce as well as Middlesex County Regional Chamber of Commerce Business Woman of the Year and Trenton Small Business Advocate of the Year.

Michael Moskowitz, Vice President for the Central and Southern New Jersey region of Wells Fargo Bank (sponsor).

As part of The Private Bank, Mr. Moskowitz works with high net worth families, entrepreneurs and business owners to identify and understand their insurance needs and implement strategies to address them.  By utilizing the leverage of insurance, Mr. Moskowitz develops solutions as an integral component of a client’s approach to build, manage, protect and transition wealth.

Prior to joining Wells Fargo in 1999, Mr. Moskowitz was in private practice as an Insurance and Investment Advisor in New York City.  He has been in the financial services industry for over 20 years.

Yi Li, CAIA, Founder and CEO of Lab[x]Lab.

Yi is crowdbuilding the top talents around the world to imagine, design, complete and market the cutting-edge innovations, including new business models and products. 

Prior, Yi worked for leading companies on Wall Street including Morgan Stanley Investment Management, AllianceBernstein, and Prudential Financial. Before moved to investment world, Yi was a researcher of Pattern Recognition at National Key Labs in China. Yi also serves as Entrepreneurial Officer at Tsinghua Alumni Association GNY, and Vice President at Nankai Alumni Association GNY.

Yi received a B.S. in Automation from Tsinghua University, an M.S. in Computer Science from Chinese Academy of Sciences and an M.S. in Operations Research from Columbia University.

李祎，美国特许另类投资分析师，Lab[x]Lab创始人。

2013 年11月开始互联网金融创业前在纽约摩根士丹利投资管理部负责1300亿美元基本面分析驱动的主动型股票基金投资风险和估值，并作为定价委员会成员对推特 (Twitter)等高科技成长型股票进行从私募期到上市期的定价。2013年大摩成长型股票基金回报率48%，5年年化收益率27%，被权威评级机构晨 星评为年度股票基金之星。

此前李祎曾就职于美国保德信投资部(Prudential Financial)、福特基金投资部(The Ford Foundation)、以及联博(Alliance Bernstein)，主要负责股市预测、资产配置及风险管理。赴美前李祎曾在清华大学、中国科学院及NEC研究院进行模式识别方向创新研究工作。

李祎从 天津市南开中学理科实验班进入清华大学自动化系本科就读，并先后获得中国科学院计算所和美国哥伦比亚大学运筹学硕士学位，现任大纽约地区清华校友会副会 长、大纽约地区南开校友会副会长。

李祎是众方俱乐部，基于分享、互助、共赢的创业者私董会的发起人。

Liu, Dong, visiting scholar at Weatherhead East Asian Institute, Columbia University

刘东，中央党校教授，国际战略研究所世界经济室的副主任，兼任《证券市场周刊》副主编。现主要从事西方经济学、国际政治经济学、国际金融的教学工作。. 在中银国际有限责任公司期间，作为现场组成员参与了中国银行重组上市的全过程，作为主要执笔人起草了“中国银行股份有限公司重组上市方案”、“中国银行股份有限公司章程”（2003）、“中国银行股份有限公司治理机制建设方案”。担任董事会秘书后，他主持修订了公司章程，完善了董事会和公司各项规章制度，并推动解决了公司成立以来的“商誉”问题，以促成公司获得了“创新类券商”资质。

刘东先生著有《从生产劳动到虚拟资本》、《虚拟资本与投资银行》等著作，以及“国企‘走出去‘的现状、困难与建议“（2010年）、“关于组建中国小额信贷银行的建议”。

Origin date: April 11, 2007
Copyright © 2008  North American Entrepreneur Chinese Association (NACEA)