Capital & Financing Club

Capital and Financing Club is a Boston based volunteer organization. It connects Asian American companies with investors, capital sources, and business opportunities. The Club focuses on the capital and financing aspect of starting up and running a company. 

The Club hosts panel discussions, company presentations, entrepreneur coaching, and networking events. The Club creates activities that are fun, educational and practical. We have a talk/game show format for our panel discussions on various subjects. 

Capital and Financing Club is part of OCEAN, a Boston based not-for-profit organization with more than 1000 members. Furthermore, Capital and Financing Club and OCEAN are affiliated with an umbrella organization in Boston that includes eight area Asian American professional organizations with a few thousand members.

The Club's mission is to

  • Become Boston's most attractive venue for Asian American companies to raise capital and financing and for investors and capital providers to find exciting opportunities
  • Become Boston's most attractive marketplace for inter-regional (Asia and New England) acquisitions and investment
  • Become Boston's most exciting career and talent network for IT, bio-tech and other service professionals

Management Team

Tony Zhang
Vice President, Corporate Banking, Citizens Bank. Citizens Bank is part of Royal Bank of Scotland, the 5th largest bank in the world. Tony originates, structures and underwrites commercial loans in support of companies' mergers, acquisitions, buyouts, re-capitalization, and working capital needs. Before Citizens Bank, Tony was a Vice President, Corporate Banking at BankBoston and Fleet. Tony also worked in a technology and financial services consulting firm, advising and arranging acquisition financing for Asian companies. Tony holds a BA from Beijing Shida University, a MA from Beijing Foreign Studies University, and an MBA from Boston College. Tony enjoys tennis, golf and skiing. Tony is Chair, Capital and Financing Club.

Yong Cao
Secretary-General, Overseas Chinese Entrepreneurs Association. Yong is an engineer with 20+ years of experiences in Microelectronics, Industrial Control, Communications, and Computer Sciences. He received his BSEE and MSCS from Beijing University of Aeronautics and Astronatics. He is a Ph.D. candidate from University of Lund, Sweden. In his leisure time, his enjoys research and innovation on electronic devices and programming. Yong is Co-Chair, Event Management, Capital and Financing Club.

Jessica Guo
Financial Advisor, Global Private Clients Group, Merrill Lynch. Jessica also holds a designation of Certified Financial Manager at Merrill Lynch. Prior to Merrill Lynch, Jessica was a senior management consultant at KPMG Consulting Inc. Before coming to the states, Jessica was Chief Representative in Shanghai, China, for Shandwick Asia Pacific Ltd, a British communication consulting firm. With 12 years of industry and consulting experience, Jessica is actively involved in the creation of a diversified event program for the members of the Capital and Financing Club. Jessica holds an MBA from Boston College and a BA from Shanghai Foreign Studies University. Jessica is Co-Chair, Programs, Capital and Financing Club.

Kaibin Wu
Kaibin is Co-Chair, Accounting, Capital and Financing Club.

Shiwei Zhang
Shiwei is Co-Chair, Sponsorship, Capital and Financing Club.

Jennier Zhu
Financial Services Representative, MetLife. Jennifer has been with MetLife since 1991, growing her practice in the area of group benefit plans, business continuation, as well as individual financial needs. A top performer in the group, she has continuously been a Leaders Conference Qualifier, a member of the Million Dollar Round Table, and a recipient of the National Quality Award. Jennifer was formerly Director of President Office at Shanghai Shaped Tubing Plant and after arriving at the states, worked at Federal Reserve Bank in Boston. Jennifer is a Director on the Board of OCEAN and is very involved in the Asian American community. Jennifer has a M Ed focus on Business Management from Cambridge College. Jennifer is Co-Chair, Membership, Capital and Financing Club.

Rick Cram, President
FullSail Strategic Communications. Rick is an accomplished strategic communications consultant and professional broadcast host who has received national and international recognition for the unique ways he helps companies and individuals more effectively motivate their most important audiences. Along with being a host on national cable and PBS, Rick has hosted hundreds of broadcast quality game shows at exclusive events from Boston to Las Vegas for such companies as ESPN, Fidelity Investments, GMAC, Marriott, Verizon and many others. Rick has a BA from Wittenberg University.

Dr. Hua Jiang
President/CEO of Boston Applied Technologies Incorporated (BATI). Before founding BATI, he was President/CTO of Corning Applied Technologies, a subsidiary of Corning. Dr. Jiang has more than 20 years experience in research/development and corporate management. He sits on the board of several organizations, including OCEAN. Hua Jiang has a PhD from Northeastern University.

Dr. Gang Li
Scientist, Prime Organics, Inc. Dr. Li received many awards, such as "Distinguished Scientist" by Chinese National Committee of Science and Technology in 1991, the Prize in Scientific and Technical Achievement by The Ministry of Chemical Industry of China in 1991, and the Chinese National Prize in Scientific and Technical Achievement by The National Committee of Science and Technology in 1992. After completing his Ph. D. in bioorganic chemistry in 1997 from Northeastern University in 1997, Dr. Gang Li worked at a number of area companies, such as Polaroid, Biogen, and Scriptgen. Dr, Gang Li is also Co-Founder of Sino-America Pharmaceuticals Professionals Association-New England Section, and Co-Founder and President of Oversea Chinese Entrepreneurs Association, Inc.

Jay Mao
Branch Manager, Asian American Bank. Jay oversees the bank's flagship Boston branch operation, customer service, sales and the bank's commercial lending business at the branch level. Jay started his banking career at FleetBoston Financial in Boston in 2002. Before coming to the United States in 2000, Jay was a national account manager for Viacom in Beijing and worked as reporter, copy editor, and advertising manager for China Daily in Beijing. Jay Mao graduated from Boston University's College of Communications with a M.S. in 2001 and Xiamen University in China in 1997 with a BA in literature.

Bill Ren
is Co-Founder and Architect of mValent, a venture-backed startup developing IT infrastructure software. Prior to mValent, Bill was with Bowstreet, a startup company specializing in creating web-automation and web services tools. Bill was an independent consultant for a number of years prior to that, serving in various roles at SEMA, Aspect, and IBM. Bill holds a BS degree in Electrical Engineering from Shanghai University and a MS degree in Computer Science and a MS degree in Physics, both from Worcester Polytechnic Institute.

Dannie Zhang
MBA Candidate, University of Western Ontario in Canada. She interns this summer with Rainbow Global Consulting Inc. in Boston, working on IT projects and Export-Import business. Dannie founded and ran her own company, Taisheng Decoration Material Co. in China, after graduating from Beijing Institute of Civil Engineering and Architecture. She enjoys traveling, reading and sports.