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OPPORTUNITIES
IN A CHANGING

GL BAL
LANDSCAPE

EXCELORATORS WINTER FORUM
DECEMBER 2 - 4, 2013
THE HARVARD CLUB

For Registration Details,
Call: 1.800.675.7531 (#1), or
Email: reservations@excelorators.com
www.excelorators.com
ABOUT EXCELORATORS
Excelorators was created in partnership with Harvard & MIT alumni, faculty,
students and staff. We recognized the need to create forums where both guests and
experts learn from each other. Continuing Professional Experiences provide guests
with exclusive access to the innovative ideas and transformative relationships at the
worldโ€™s premier centers of higher education. We build the bridges of dialogue across
our many cultures and eventually begin to solve our modern challenges.

2013 EXCELORATORS WINTER FORUM HIGHLIGHTS
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Explore Economic Theories with a Nobel Laureate
Dialogue with Harvard Professors and Global Business Leaders
Study Successful O2O and Finance Innovation Cases
Forecast Global Financial Markets and Opportunities
Network with Leading Entrepreneurs
Share Ideas in Panel Discussions with Global Media Coverage
Evaluate Aspiring Innovators and New Investment Opportunities
Visit Restricted Labs at MIT with Latest Technologies and Concepts
Enjoy VIP Access to Cambridge Innovation Center

Creating Dialogue & Training
that Stimulates Innovation
FORUM VENUE

The Harvard Club was
founded by a group of 22
Harvard alumni in 1908,
with the aim of "giving
effective expression to the
Harvard Spirit." The
Harvard Club has been a
haven for social,
intellectual, and athletic
endeavors for over a
century. Its membership
is essentially restricted to
alumni and associates of
Harvard University. The
main clubhouse is located
in Boston's finest Back Bay
neighborhood, echoes the
Harvard Yard on the other
side of Charles River, and
next to Harvard Medical
School and Harvard
Business School.

THE HARVARD CLUB
FIELD TRIP

MIT ยท CAMBRIDGE INNOVATION CENTER

Cambridge Innovation Center
(CIC) is a community of over 600
companies. Both established
company like Apple, Amazon
and young startups together
create a powerful innovation
ecosystem. Since its inception in
1999, CIC has housed more than
1400 companies in all stages of
growth and from an extremely
wide range of industries and
over $1.8B of venture capital
has been invested in companies
that were headquartered at CIC.

Massachusetts Institute of Technology (MIT), the worldโ€™s premier
technology center, has a strong entrepreneurial culture. The aggregated
revenues of companies founded by MIT alumni would rank as the
eleventh-largest economy in the world.

MIT Energy Club and Sustainability Club
are going to showcase their latest
technology innovation, exciting projects and
new concepts in renewable energy,
sustainability.

The MIT Media Lab is an interdisciplinary
leading research laboratory at the
Massachusetts Institute of Technology
devoted to projects at the convergence of
technology, multimedia and design.
FORUM SPEAKERS

FROM HARVARD

Eric Stark Maskin
Nobel Laureate, Adams University Professor at Harvard
Professor Maskin received the 2007 Nobel Memorial Prize in Economics for laying the
foundations for mechanism design theory. He has also made significant contributions to
game theory, contract theory, social choice theory, political economy, and other areas of
economics. He received his A.B. and PhD from Harvard. He was also a faculty member at
MIT from 1977-1984, Harvard from 1985-2000, and the Institute for Advanced Study from
2000-2011. He rejoined the Harvard faculty in 2012.

Elon Kohlberg
Royal Little Professor at Harvard Business School
Professor Kohlberg has been a faculty member of Harvard Business School since 1976
where he teaches classes in Harvard's MBA, PhD and Executive Programs. Professor
Kohlberg serves on the board of directors of Teva Pharmaceuticals, Medinol, and DigiBlock, Inc. He received a B.Sc., M.Sc., and Ph.D. in mathematics from the Hebrew
University of Jerusalem.

Benjamin Edelman
Harvard Business School Faculty
Ben Edelman is an associate professor at Harvard Business School in the Negotiation,
Organizations & Markets unit. Ben holds a Ph.D. from the Department of Economics at
Harvard University, a J.D. from the Harvard Law School, an A.M. in Statistics from the
Harvard Graduate School of Arts and Sciences, and an A.B. in Economics from Harvard
College. Ben's current research explores the public and private forces shaping Internet
architecture and business opportunities.

Magnus Thor Torfason
Harvard Business School Faculty
Magnus Thor Torfason is an assistant professor in the Entrepreneurial Management Unit at
Harvard Business School, where he teaches The Foundersโ€™ Dilemmas course. His research
focuses on how behavior is influenced by the social structure of individuals and
organizations and his work has been profiled in media outlets such as The Washington
Post, WSJ, BBC, and NPR. Magnus holds a Ph.D. from Columbia Business School, B.S. in
both Computer Science and Electrical Engineering from the University of Iceland.
FORUM SPEAKERS

FROM INDUSTRIES

Leland Cheung
Cambridge City Councilman
Leland Cheung is currently serving his second term on the Cambridge City Council, where
he has been a strong leader in economic development, community building, and regional
cooperation. He was first elected in 2009 while pursuing a Masters in Public Administration
at the Harvard Kennedy School of Government and an MBA at the MIT Sloan School of
Management. Prior to returning to graduate school, Cheung earned a BS in Physics, BA in
Economics and MS in Aerospace Engineering from Stanford University.

Garret John LoPorto
Founder and CEO of UPRISER
Garret LoPorto is a successful high-tech entrepreneur and U.S. & international patentpending inventor. Mr. LoPorto was the founder and CEO of several technology & media
companies. He has worked for Microsoft Research. He has been interviewed by 20/20, The
New York Times, Money Magazine, The London Financial Times and The Boston Globe. He
and his projects have been featured on national television, including CNN and ABC.

Mel Dogan
International Transaction Lawyer, Columbia Law School
Mr. Dogan, Esq. is a graduate of Columbia Law School. He specializes in international
business transactions including corporate finance and real estate development for foreign
high net worth families and entities. Mr. Dogan has over 34 years experience in
international financial markets, including China, Brazil, Russia, Italy, Turkey, and the Czech
Republic, having counseled transaction projects exceeding $3 billion.

Dougan Sherwood
Director of Cambridge Innovation Center
Dougan oversees the companyโ€™s sales and relationship management functions, as well as
its international outreach. Prior to his work at CIC, Dougan spent several years working in
experiential education throughout the United States with a particular focus on leadership
development. Dougan has also interned for the late Senator Edward Kennedy and served
on the board of a non-profit organization helping children with HIV/AIDS.
FORUM SCHEDULE

DAY 1

ECONOMIC THEORIES IN A CHANGING GLOBAL LANDSCAPE
INTERNET FINANCE AND RAPID INCUBATORS CASE STUDY
MIT INNOVATION SHOWCASE

Arrival: Sunday, December 1, 2013
3:00-6:00 PM

Arrival and Check-in

7:00 PM

Welcome Dinner

Day 1: Monday, December 2, 2013
9:00 AM

OPENING CEREMONY

J. Antonio Reyes, CEO of Excelorators
LeLand Cheung, Cambridge City Councilman

10:00 AM

SESSION I

Prof. Eric Maskin, Nobel Laureate, Harvard University
- Economic Theories in a Changing Global Landscape

11:00 AM

PANEL SESSION I

12:00 PM

LUNCHEON I

Dialogue with Prof. Maskin & renowned entrepreneurs
Mel Dogan, International Transaction Lawyer
- Legal Frameworks of Successful Business Partnerships

1:00 PM
2:00 PM

Breakout Networking Sessions
CASE STUDY I

Garret John LoPorto, CEO of UPRISER
- Internet Finance and Rapid Incubators

4:00 PM
6:30 PM

FIELD TRIP I

MIT Innovation Showcase
Dinner Reception
FORUM SCHEDULE

DAY 2

COMPETITIVE STRATEGY IN A CHANGING GLOBAL LANDSCAPE
PILLARS OF ENTREPRENEURSHIP CASE STUDY
CAMBRIDGE INNOVATION CENTER, COCKTAILS

Day 2: Tuesday, December 3, 2013
9:30 AM

WELCOME

J. Antonio Reyes, CEO of Excelorators
Megan Hill, Former President of HSA, Morgan Stanley

10:00 AM

SESSION II

Prof. Elon Kohlberg, Harvard Business School
- Competitive Strategy in a Changing Global Landscape

11:00 AM

PANEL SESSION II

12:00 PM

LUNCHEON II

Dialogue with Prof. Kohlberg & renowned entrepreneurs
Dougan Sherwood, Cambridge Innovation Center
- The Idea of an Innovation Community

1:00 PM
2:00 PM

Breakout Networking Sessions
CASE STUDY II

Prof. Magnus Torfason, Harvard Business School
- Pillars of Entrepreneurship

4:00 PM

Cambridge Innovation Center Entrepreneurship Showcase

SOCIAL EVENT
6:30 PM

FIELD TRIP II

Entrepreneurs and Investors, Cocktails and Hors dโ€™oeuvres
Dinner Reception
DAY 3

FORUM SCHEDULE

FINANCIAL OPPORTUNITIES IN A CHANGING GLOBAL LANDSCAPE
BUSINESS NETWORK EFFECTS CASE STUDY
CLOSING GALA DINNER

Day 3: Wednesday, December 4, 2013
9:30 AM

WELCOME

J. Antonio Reyes, CEO of Excelorators
Megan Hill, Former President of HSA, Morgan Stanley

10:00 AM

CASE STUDY III

Prof. Benjamin Edelman, Harvard Business School
- Mobilizing a Business with Network Effects

12:00 PM

LUNCHEON III

Caleb Waugh, President of MIT Graduate Student Council
- Sustainable Technologies

1:00 PM
2:00 PM

Breakout Networking
SESSION III

Prof. Eric Maskin, Nobel Laureate, Harvard University
- Financial Opportunities in a Changing Global Landscape

3:00 PM

PANEL SESSION III

4:00 PM
6:30 PM

Dialogue with Prof. Maskin & Renowned Entrepreneurs
Break Out Networking Sessions

CLOSING CEREMONY

J. Antonio Reyes, CEO of Excelorators
Closing Gala Dinner

Excelorators reserves the right to adjust the final schedule.

Register today and invite a colleague to join.
For Registration Details,
Call: 1.800.675.7531 (#1), or
Email: reservations@excelorators.com
www.excelorators.com

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Excelorators Winter Forum at the Harvard Club Featuring Nobel Laureate Eric Maskin

  • 1. OPPORTUNITIES IN A CHANGING GL BAL LANDSCAPE EXCELORATORS WINTER FORUM DECEMBER 2 - 4, 2013 THE HARVARD CLUB For Registration Details, Call: 1.800.675.7531 (#1), or Email: reservations@excelorators.com www.excelorators.com
  • 2. ABOUT EXCELORATORS Excelorators was created in partnership with Harvard & MIT alumni, faculty, students and staff. We recognized the need to create forums where both guests and experts learn from each other. Continuing Professional Experiences provide guests with exclusive access to the innovative ideas and transformative relationships at the worldโ€™s premier centers of higher education. We build the bridges of dialogue across our many cultures and eventually begin to solve our modern challenges. 2013 EXCELORATORS WINTER FORUM HIGHLIGHTS ๏‚ท ๏‚ท ๏‚ท ๏‚ท ๏‚ท ๏‚ท ๏‚ท ๏‚ท ๏‚ท Explore Economic Theories with a Nobel Laureate Dialogue with Harvard Professors and Global Business Leaders Study Successful O2O and Finance Innovation Cases Forecast Global Financial Markets and Opportunities Network with Leading Entrepreneurs Share Ideas in Panel Discussions with Global Media Coverage Evaluate Aspiring Innovators and New Investment Opportunities Visit Restricted Labs at MIT with Latest Technologies and Concepts Enjoy VIP Access to Cambridge Innovation Center Creating Dialogue & Training that Stimulates Innovation
  • 3. FORUM VENUE The Harvard Club was founded by a group of 22 Harvard alumni in 1908, with the aim of "giving effective expression to the Harvard Spirit." The Harvard Club has been a haven for social, intellectual, and athletic endeavors for over a century. Its membership is essentially restricted to alumni and associates of Harvard University. The main clubhouse is located in Boston's finest Back Bay neighborhood, echoes the Harvard Yard on the other side of Charles River, and next to Harvard Medical School and Harvard Business School. THE HARVARD CLUB
  • 4. FIELD TRIP MIT ยท CAMBRIDGE INNOVATION CENTER Cambridge Innovation Center (CIC) is a community of over 600 companies. Both established company like Apple, Amazon and young startups together create a powerful innovation ecosystem. Since its inception in 1999, CIC has housed more than 1400 companies in all stages of growth and from an extremely wide range of industries and over $1.8B of venture capital has been invested in companies that were headquartered at CIC. Massachusetts Institute of Technology (MIT), the worldโ€™s premier technology center, has a strong entrepreneurial culture. The aggregated revenues of companies founded by MIT alumni would rank as the eleventh-largest economy in the world. MIT Energy Club and Sustainability Club are going to showcase their latest technology innovation, exciting projects and new concepts in renewable energy, sustainability. The MIT Media Lab is an interdisciplinary leading research laboratory at the Massachusetts Institute of Technology devoted to projects at the convergence of technology, multimedia and design.
  • 5. FORUM SPEAKERS FROM HARVARD Eric Stark Maskin Nobel Laureate, Adams University Professor at Harvard Professor Maskin received the 2007 Nobel Memorial Prize in Economics for laying the foundations for mechanism design theory. He has also made significant contributions to game theory, contract theory, social choice theory, political economy, and other areas of economics. He received his A.B. and PhD from Harvard. He was also a faculty member at MIT from 1977-1984, Harvard from 1985-2000, and the Institute for Advanced Study from 2000-2011. He rejoined the Harvard faculty in 2012. Elon Kohlberg Royal Little Professor at Harvard Business School Professor Kohlberg has been a faculty member of Harvard Business School since 1976 where he teaches classes in Harvard's MBA, PhD and Executive Programs. Professor Kohlberg serves on the board of directors of Teva Pharmaceuticals, Medinol, and DigiBlock, Inc. He received a B.Sc., M.Sc., and Ph.D. in mathematics from the Hebrew University of Jerusalem. Benjamin Edelman Harvard Business School Faculty Ben Edelman is an associate professor at Harvard Business School in the Negotiation, Organizations & Markets unit. Ben holds a Ph.D. from the Department of Economics at Harvard University, a J.D. from the Harvard Law School, an A.M. in Statistics from the Harvard Graduate School of Arts and Sciences, and an A.B. in Economics from Harvard College. Ben's current research explores the public and private forces shaping Internet architecture and business opportunities. Magnus Thor Torfason Harvard Business School Faculty Magnus Thor Torfason is an assistant professor in the Entrepreneurial Management Unit at Harvard Business School, where he teaches The Foundersโ€™ Dilemmas course. His research focuses on how behavior is influenced by the social structure of individuals and organizations and his work has been profiled in media outlets such as The Washington Post, WSJ, BBC, and NPR. Magnus holds a Ph.D. from Columbia Business School, B.S. in both Computer Science and Electrical Engineering from the University of Iceland.
  • 6. FORUM SPEAKERS FROM INDUSTRIES Leland Cheung Cambridge City Councilman Leland Cheung is currently serving his second term on the Cambridge City Council, where he has been a strong leader in economic development, community building, and regional cooperation. He was first elected in 2009 while pursuing a Masters in Public Administration at the Harvard Kennedy School of Government and an MBA at the MIT Sloan School of Management. Prior to returning to graduate school, Cheung earned a BS in Physics, BA in Economics and MS in Aerospace Engineering from Stanford University. Garret John LoPorto Founder and CEO of UPRISER Garret LoPorto is a successful high-tech entrepreneur and U.S. & international patentpending inventor. Mr. LoPorto was the founder and CEO of several technology & media companies. He has worked for Microsoft Research. He has been interviewed by 20/20, The New York Times, Money Magazine, The London Financial Times and The Boston Globe. He and his projects have been featured on national television, including CNN and ABC. Mel Dogan International Transaction Lawyer, Columbia Law School Mr. Dogan, Esq. is a graduate of Columbia Law School. He specializes in international business transactions including corporate finance and real estate development for foreign high net worth families and entities. Mr. Dogan has over 34 years experience in international financial markets, including China, Brazil, Russia, Italy, Turkey, and the Czech Republic, having counseled transaction projects exceeding $3 billion. Dougan Sherwood Director of Cambridge Innovation Center Dougan oversees the companyโ€™s sales and relationship management functions, as well as its international outreach. Prior to his work at CIC, Dougan spent several years working in experiential education throughout the United States with a particular focus on leadership development. Dougan has also interned for the late Senator Edward Kennedy and served on the board of a non-profit organization helping children with HIV/AIDS.
  • 7. FORUM SCHEDULE DAY 1 ECONOMIC THEORIES IN A CHANGING GLOBAL LANDSCAPE INTERNET FINANCE AND RAPID INCUBATORS CASE STUDY MIT INNOVATION SHOWCASE Arrival: Sunday, December 1, 2013 3:00-6:00 PM Arrival and Check-in 7:00 PM Welcome Dinner Day 1: Monday, December 2, 2013 9:00 AM OPENING CEREMONY J. Antonio Reyes, CEO of Excelorators LeLand Cheung, Cambridge City Councilman 10:00 AM SESSION I Prof. Eric Maskin, Nobel Laureate, Harvard University - Economic Theories in a Changing Global Landscape 11:00 AM PANEL SESSION I 12:00 PM LUNCHEON I Dialogue with Prof. Maskin & renowned entrepreneurs Mel Dogan, International Transaction Lawyer - Legal Frameworks of Successful Business Partnerships 1:00 PM 2:00 PM Breakout Networking Sessions CASE STUDY I Garret John LoPorto, CEO of UPRISER - Internet Finance and Rapid Incubators 4:00 PM 6:30 PM FIELD TRIP I MIT Innovation Showcase Dinner Reception
  • 8. FORUM SCHEDULE DAY 2 COMPETITIVE STRATEGY IN A CHANGING GLOBAL LANDSCAPE PILLARS OF ENTREPRENEURSHIP CASE STUDY CAMBRIDGE INNOVATION CENTER, COCKTAILS Day 2: Tuesday, December 3, 2013 9:30 AM WELCOME J. Antonio Reyes, CEO of Excelorators Megan Hill, Former President of HSA, Morgan Stanley 10:00 AM SESSION II Prof. Elon Kohlberg, Harvard Business School - Competitive Strategy in a Changing Global Landscape 11:00 AM PANEL SESSION II 12:00 PM LUNCHEON II Dialogue with Prof. Kohlberg & renowned entrepreneurs Dougan Sherwood, Cambridge Innovation Center - The Idea of an Innovation Community 1:00 PM 2:00 PM Breakout Networking Sessions CASE STUDY II Prof. Magnus Torfason, Harvard Business School - Pillars of Entrepreneurship 4:00 PM Cambridge Innovation Center Entrepreneurship Showcase SOCIAL EVENT 6:30 PM FIELD TRIP II Entrepreneurs and Investors, Cocktails and Hors dโ€™oeuvres Dinner Reception
  • 9. DAY 3 FORUM SCHEDULE FINANCIAL OPPORTUNITIES IN A CHANGING GLOBAL LANDSCAPE BUSINESS NETWORK EFFECTS CASE STUDY CLOSING GALA DINNER Day 3: Wednesday, December 4, 2013 9:30 AM WELCOME J. Antonio Reyes, CEO of Excelorators Megan Hill, Former President of HSA, Morgan Stanley 10:00 AM CASE STUDY III Prof. Benjamin Edelman, Harvard Business School - Mobilizing a Business with Network Effects 12:00 PM LUNCHEON III Caleb Waugh, President of MIT Graduate Student Council - Sustainable Technologies 1:00 PM 2:00 PM Breakout Networking SESSION III Prof. Eric Maskin, Nobel Laureate, Harvard University - Financial Opportunities in a Changing Global Landscape 3:00 PM PANEL SESSION III 4:00 PM 6:30 PM Dialogue with Prof. Maskin & Renowned Entrepreneurs Break Out Networking Sessions CLOSING CEREMONY J. Antonio Reyes, CEO of Excelorators Closing Gala Dinner Excelorators reserves the right to adjust the final schedule. Register today and invite a colleague to join. For Registration Details, Call: 1.800.675.7531 (#1), or Email: reservations@excelorators.com www.excelorators.com