Conference Chair: Theo Meyyappan Master of Ceremonies: Sathu Alagapppan
Day 0 - Friday - Sep 29, 2023 (Check-in desk located outside Common Wealth Ball Room)
03:00 PM - 06:00 PM
Check-in for the Conference and obtain Registration packet and Name Tags
07:00 PM onwards
Social Hour and Networking Dinner (private group dinners at Aroma & Blue Iguana by topic of interest)
Day 1 - Saturday - Sep 30, 2023 (All sessions will be held in Common Wealth Ball Room)
07:30 AM - 08:30 AM
Check-in
08:30 AM - 08:55 AM
Lamp lighting ceremony and invocation followed by welcome address - NANBEN President Mark Chockalingam
09:00 AM - 10:00 AM
Keynote address by Mr.Arun Alagappan, President of Advantage Testing on his entrepreneurial journey and why he chose this path vs a flourishing corporate career.
10:00 AM - 10:15 AM
Break
10:15 AM - 11:30 AM
Prosper! Start and Finance your business
Product
Market Confirmation
Pitch to Investors
Building a Team
Access to Capital from the perspective of founders and investors
How can NANBEN help your start-up journey?
Moderator: Palani Palaniappan Panelists: Ganes Kesari, Ravi Subramaniam, Siva Singaram.
11:30 AM - 12:30 PM
Business Ventures - Acquiring and Owning Franchises.
Presentation followed by Q&A.
Speaker: Bob Bernotas
12:30 PM - 01:30 PM
Networking Lunch.
Entrepreneurship in North America (12:45 PM - 01:10 PM)
Interactive lunch-time presentation by Pichappan Pethachi, Founder and Past President of NANBEN highlighting a few Nagarathar owned Businesses.
01:30 PM - 02:45 PM
Prosper! Optimizing your Long-Term Investment Portfolio
Current Investing Landscape including Macro trends, economic climate etc
Investing in Equities for the long-term. Active investing, alpha, stock selection, Mutual Funds, & ETFs
Fixed Income Investing - Opportunities in Bonds, TBills and CDs
Moderator: Mark Chockalingam; Panelists: Chris Van Horn & Eric Randolph
02:45 PM - 03:00 PM
Break
03:00 PM - 03:15 PM
Achireum Overview by Dr. Ramesh Narayanan, Bathu Krishnan and Vish Arunachalam - Gold Sponsors
03:15 PM - 04:30 PM
Protect! Retirement planning
Basics including 401k, Roth conversions, time-varying asset allocations
Wills, Trusts and Estate Planning
Leveraged Insurance Policy as a retirement vehicle for business owners
Speakers: Kanna Meyyapan & Eric Randolph
04:30 PM - 04:45 PM
Business Opportunities in India for US based Entrepreneurs and Investors by Chocko Valliappa, CEO and Managing Director of Vee Technologies.
04:45 PM - 05:00 PM
Break
05:15 PM - 06:15 PM
Youth Business Battle Finale
Regional Finalists will present their pitch live to a panel of NANBEN Judges - VCs and Entrepreneurs
Session Lead: Muthiah Subash
06:15 PM - 06:30 PM
NSNA Update by NSNA President Nagappan Sekkappan
07:30 PM - 08:30 PM
Dinner and NANBEN Recognition of Volunteers
09:00 PM onwards
Light Music
Day 2 - Sunday - Oct 01, 2023
08:30 AM – 09:15 AM
Morning Keynote Address by Dr. Anand Annamalai
09:25 AM - 11:15 AM
Two Break-out Sessions:
Session 1 - Real Estate (09:25 AM – 11:15 AM)
Hands-on Workshop on passive Investing by Mr. Omni Casey Room: Common Wealth Ball Room
Session 2 - Principles of Investments in Secondary Markets (09:25 AM – 11:00 AM)
Principles of Investments - Investing in Equity, Bonds & Mutual Funds. Speaker: Ari Strait
Youth Investment Presentations - Winning Strategies and Stock Selection Methods. Speaker: Winners of Investment Contest (Adithya Ramesh & Arun Ramanathan).
Room: Virginia Suites Potomac/Blue Ridge
Customized Q&A Workshop 1: Cross Border Taxation (10:30 AM to 11:30 AM)
Speaker: Praveen Jain
Room: Virginia Suites - Shenandoah
Customized Q&A Workshop 2: Leveraged Insurance Policy (BLAP) (10:30 AM to 11:30 AM)
Speaker: Kanna Meyyappan
Room: Fairfax Room
11:15 AM - 11:30 AM
Break
11:30 AM - 12:30 PM
Two Break-out Sessions:
Session 3 – Cross-border taxation and Tax Strategies (11:30 AM - 12:30 PM)
India & US Tax Implications for Non-Resident Indians
Room: Virginia Suites Potomac/Blue Ridge Speaker: Praveen Jain
Session 4 – Entrepreneurship Session (11:30 AM - 12:30 PM)
Serial Entrepreneur's Journey from Idea to Market - Startup, Growth and Expansion through Venture Capital Funding.