The Wharton Boston Business Exchange is a forum for the exchange of ideas, information, and leads/business contacts. The meetings have something of interest for every participant: discussions of individual attendees’ issues or opportunities, sharing of events and goings-on around town, presentations on topics of interest, and networking.
This month, David Kohen, a tax attorney and long-time member of the Wharton Club will lead a discussion about Opportunity Zones, the much talked about but little understood provision of the 2017 Tax Cuts and Jobs Act. The discussion will be conducted in everyday language in an attempt to avoid the arcane and obtuse wording of the statute and regulations. The topics to be covered will include a summary of how Opportunity Zones work, how entrepreneurs and others potentially may benefit greatly from the new provisions, and the pitfalls and traps for the unwary that may lie ahead.
Wharton Alumni only. Primarily for Wharton Club members. Limited to a single visit for alumni non-members. Coffee and bagels are served.
Attendance is free, but registration is required.
Note: the Business Exchange takes the Summer off, so if you’ve been putting off checking it out, you’ll want to come to this one, as our next one won’t be until September.
Location: The Bulfinch Group, 160 Gould Street, Nedham, MA 02494
Contact Craig James at [email protected].
"Best of the best networking - highly motivated group of Wharton alums helping each other achieve their goals. Well facilitated so that members can efficiently present their needs and get fast results."
“Even though our paths may not have crossed at Wharton, through the Business Exchange we have wonderful opportunities to meet fellow alums who are bright and curious; doing interesting things in the world; and eager to help out each other." - Cynthia Sheppard WG 1982
“I have found the Wharton Boston Business Exchange to be a valuable new Club resource. After just two monthly meetings, I’ve already made one job contact, witnessed a presentation by a fellow member that was both interesting and actionable, and initiated several new relationships. I would definitely recommend that other Wharton alum join an exchange. In fact, I’ve already invited a close friend of mine and fellow alum to join!” – LAURA WG’99
"While I have attended other Wharton Networking events in the past, the new Wharton Boston Business Exchange is a much stronger networking venue. It's the continuity of having the same core members, as well as the opportunity to meet outside of the group, which strengthens the networking opportunities. I've attended both meetings of our group and have enjoyed the opportunity to meet a new group of Wharton alums. The meetings have been informative and I've made several referrals to other attendees already. I look forward to our next meeting and the opportunity to build mutual relationships that will help both develop business and create value added relationships. It's a great way to leverage our Wharton connections. I would highly recommend joining if you are interested in growing your business and developing valuable contacts." – KEN WG’68
"The Business Exchange affords the opportunity to meet other Wharton grads one-to-one without having to travel into the city, and in doing so get an in-depth understanding of each other's businesses. The hope is that the insights we gain will help us all develop stronger relationships and refer business to each other." - BARBARA, Wh '81
"I have attended the first three Wharton Boston Business Exchange meetings of 2010. The events are well-organized and have a purpose......networking with fellow alums. The meetings allow for introductions to fellow alums, after which I have met one-on-one to talk about opportunities or share ideas with those who have similar interests. I highly recommend attending one of the upcoming meetings. The more who attend, the more valuable for all involved." - Jeff Stought WG '98
"I have been motivated to tolerate a 5:00am wake-up call & 90-minute commute to regularly attend the Wharton Boston Business Exchange. The Exchange’s objectives are clear and extremely well managed, namely: Networking for business leads, "advice, or a new position - for about 45 minutes. This interchange is followed by a brief guest speaker or discussion topic of common interest. Additionally, the Exchange meetings afford a convenient venue for 1-on-1 idea and referral follow-ups, from which I have acquired both valuable contacts and exceptionally enjoyable friends!" - Kathryn Davis Cadigan WG '89
"As a first-timer, and late to that first meeting too, I was welcomed as though I’d been a long-time member. I gave a brief intro that people actually listened to and when it came time for networking, useful ideas came pouring in my direction. It was a most useful, smart and engaging group of talented folk and I look forward to our next gathering." Kendall Dudley, W'65
"This is a great group. The people are nice and down to earth with a wide assortment of skills and experience and interests. People are interested and interesting. This is well worth your time." Jeanne Blauner WG'78
Register by completing the RSVP form!