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Speaker Series 2011-2012 Academic Year

Comcast Cable: President & CEO
April  13

Neil Smit, F'88

President and CEO, Comcast Cable Communications

Executive Vice President, Comcast Corporation

“Navigating Change: Lessons in Leading Organizations through Dynamic Times”


Neil Smit serves as President and Chief Executive Officer of Comcast Cable Communications and Executive Vice President of Comcast Corporation, one of the world’s leading media, entertainment and communication companies.  In this role, Mr. Smit is responsible for all business aspects of the Company’s cable operations.

Mr. Smit joined Comcast in March, 2010 from Charter Communications where he served as Chief Executive Officer and Director since 2005.  Prior to joining Charter, Mr. Smit was the President of Time Warner’s America Online Access Business overseeing Internet access services, including America Online (AOL), CompuServe and Netscape ISPs.  He also served at AOL as Executive Vice President, Member Services, and Chief Operating Officer of MapQuest.  Mr. Smit also was a regional president with Nabisco and served in a number of management positions at Pillsbury.  For five and a half years, Mr. Smit served on active duty with the Navy SEAL Teams and retired from the service as a Lieutenant Commander.

Mr. Smit serves on the boards of CableLabs, the research and development consortium for the cable industry, and C-SPAN.  He is also a member of the Board of Visitors for Nicholas School of the Environment at Duke University, and previously served on the board of the National Cable and Telecommunications Association (NCTA). 

Mr. Smit earned a bachelor’s of science degree from Duke University and a master’s degree from Tufts University’s Fletcher School.  He resides in Philadelphia with his wife and sons.

 

Sovereign Santander: Managing Director
April  
  11

Edvaldo Morata
Managing Director, Corporate Banking, Sovereign Santander

“The Un-Globalization of Financial Services: What is the Business Case for Going Against the Flow?”

Mr. Morata joined Sovereign Bank in January 2010 as Chief of Staff to the CEO, overseeing Marketing, Communications, CRA, Service Quality and Corporate Strategic Planning.  In May 2010, he was also appointed Managing Director of Corporate Banking.  In June 2011, Mr. Morata was named Head of Corporate Banking for Sovereign Bank, in which he will focus his efforts exclusively in this area and no longer serve in his dual role as Chief of Staff.

Mr. Morata has more than 20 years experience in financial services.  He joined the Santander Group in 1996.  Most recently, he was Santander’s Chief Executive for Asia in Hong Kong.  Previously, he held a number of executive management positions in Asset Management, Private Banking, Equity Capital Markets and Investment Banking in Brazil.

Mr. Morata was also a member of the Executive Committee of Santander Brazil.  Before joining Santander, he worked for a number of financial institutions including Banco SRL (later Banco American Express), ING and Citibank.

 

Jugaad Innovation: Authors
April 6

Navi Radjou and Simone Ahuja
Authors, Jugaad Innovation
"Jugaad: Bottom Up Approach to Frugal and Flexible Innovation from the Emerging Markets"

Network 20/20: Advisor
April 2

Arthur Scully, F'09
Adviser, Network 20/20-research

"Turkey’s Anatolian Tigers"

Arthur Sculley is an Advisor to the non-profit Network 20/20 and is currently conducting research on how Turkey’s Anatolian Tiger businessmen are affecting Turkey’s foreign policy. He is also a Business and Peace Task Force member at the United States Institute for Peace, and a member of The Fletcher School’s European Advisory Group.

Previously, Arthur was a co-founder and chairman of several B2B companies including IntraLinks, Inc. and CreditTrade, Ltd. He has consulted for governments and corporations including Ireland, New Zealand, Bermuda, IBM, Shell Oil, JPMorgan and i2 Technologies. He is the co-author of B2B Exchanges, which was a business book best seller and has been used by many business schools.

For 25 years Arthur held numerous roles at JP Morgan in New York and overseas, including CEO of JP Morgan’s private bank and Managing Director.

Arthur received a BS from the Wharton School and a MA from The Fletcher School’s GMAP program at Tufts University.

 

Boston Common Asset Management: Managing Director
March  29

Steven Heim
Managing Director and Director of ESG Research & Shareholder Engagement, Boston Common Asset Management

"Money Talks, Do Corporations Listen? Investors Collaborate to Promote Sustainability Practices by Companies and Industries"

Steven Heim is a Managing Director and Director of ESG Research and Shareholder Engagement for Boston Common Asset Management. Boston Common specializes in U.S. and international sustainable and responsible investments for institutional and high net worth clients, with over $1.5 billion in assets under management, including subadvised assets. Boston Common employs an integrated investment process of analyzing financial, environmental, social, and governance (ESG) factors together with using innovative shareholder engagement strategies. Steven is primarily responsible for ESG research on global companies and shareholder engagement. He has engaged companies on various issue areas such as global climate change, Indigenous Peoples’ rights, workplace human rights, genetically engineered foods, and global supply chain labor standards.

Steven has 20 years of experience in the SRI/ESG/Sustainable Investing field. Steven serves on the steering committees of US SIF's Sustainable Investment Research Analyst Network (SIRAN) and US SIF's Indigenous Peoples Working Group (IPWG). Since 2007 he has served as the chair of IPWG's advocacy subcommittee. Steven serves on the advisory board for the Mercury Policy Project (a project of the Tides Foundation). He served on the Board of Trustees of the Vermont Public Interest Research Group for 15 years and for 3 years was the Co-Chair of Interfaith Center on Corporate Responsibility’s Global Warming Working Group.

In collaboration with Geeta Aiyer, Steven has contributed to the book The SRI Advantage: Why Socially Responsible Investing Has Outperformed Financially (2002) by Peter Camejo, as co-author of the chapter entitled, “Crossing the Black Waters: The International Dimension of Socially Responsible Investing.” Steven received two Bachelor of Science degrees from the Massachusetts Institute of Technology.

Social Finance: CEO
March  12

Tracy Palandjian
CEO, Social Finance US

"A New Tool for Scaling Impact: How Social Impact Bonds Can Mobilize Private Capital to Advance Social Good"

 Tracy Palandjian, CEO and Cofounder of Social Finance, is passionate about finding ways to mobilize capital in order to drive social change. Inspired by her work with its sister organization in the UK, Tracy co-founded Social Finance, Inc. in January of 2011. A nonprofit dedicated to connecting the social sector with the capital markets, Social Finance structures innovative investment instruments which generate both a beneficial social impact and a financial return. The Social Impact Bond, which is core to Social Finance’s current work, has become recognized for its potential in providing financing solutions to some of the most persistent social problems in the US.  Prior to Social Finance, Tracy was a Managing Director for 11 years at The Parthenon Group, a global strategy consulting firm, where she established and led the Nonprofit Practice and co-authored Investing for Impact: Case Studies Across Asset Classes. She is the Chair of the Board of Directors of Facing History and Ourselves, and serves on the boards of the Robert F. Kennedy Center, Agassi Graf Holdings, and Affiliated Managers Group, Inc. (AMG). She is a member of the Investment Committee of Milton Academy. Tracy graduated magna cum laude from Harvard College and holds an M.B.A. with high distinction as a Baker Scholar from Harvard Business School.

With Lynn Schenk, Director, Social Finance,  F'01

Lynn Schenk, Director, leads the financial structuring aspects of Social Impact Bond development at Social Finance, Inc. Prior to joining the organization, Lynn was a Director at the William J. Clinton Foundation’s Clinton Climate Initiative (CCI), which she joined in 2007. At CCI, Lynn worked with cities globally and with commercial and investment banks, private equity firms, and international development banks to design market-based financing structures in the energy efficiency and clean transportation sectors. Prior to joining the Clinton Foundation, Lynn spent six years at Citigroup with a focus on Energy and Infrastructure where she arranged structured financings for LNG, renewable energy, and toll road and port acquisition projects. While at Citi, Lynn was also involved in the development of the Equator Principles,  the application of World Bank / IFC environmental and social lending guidelines and procedures to project finance lending. Lynn holds an M.A.L.D. from The Fletcher School of Law and Diplomacy at Tufts University and a BA, magna cum laude in American Studies, from Cornell University.

 

 

OPIC: EVP, The World Bank: US Executive Director
March  7

Mimi Alemayehou F'98, Executive Vice President, Overseas Private Investment Corporation (OPIC)
Ian H. Solomon, United States Executive Director, the World Bank

"Assessing the Role of Development Finance Institutions in Private Sector Development"
Event Summary

Ms. Alemayehou was nominated as the Executive Vice President of OPIC by President Obama on March 10, 2010 and confirmed unanimously by the full Senate on September 16, 2010. 

Previously, Ms. Alemayehou served as the United States Executive Director at the African Development Bank where she was responsible for executing Board decisions on behalf of the United States government. Ms. Alemayehou served as the most senior US Treasury official in Africa and was instrumental in pushing for reforms to make the Bank more transparent and to engage more broadly with outside stakeholders.

Prior to the AfDB, she was Founder and Managing Partner of Trade Links, LLC, a development consulting firm that worked with clients on emerging markets issues and promoting African exports under the African Growth and Opportunity Act.

Previously, Ms. Alemayehou was with the International Executive Service Corps where she managed a multi-country trade project in Africa. She also served as a Director of International Regulatory Affairs at WorldSpace Corporation; an emerging market focused satellite telecommunications company. Earlier in her career, she worked as a Legislative Staffer in the United States Congress.

Ms. Alemayehou holds a Masters degree in International Business and International Law and Development from the Fletcher School of Law and Diplomacy at Tufts University.  Ms. Alemayehou currently serves on the Board of the United States African Development Foundation, a post she was nominated to by President Obama and confirmed unanimously by the full Senate. Ms. Alemayehou is a naturalized US Citizen; she was born in Ethiopia and spent her early years in Kenya before emigrating to the United States. 

 

 The Honorable Ian Solomon is the United States Executive Director of the World Bank Group.  Mr. Solomon was nominated by President Barack Obama and confirmed unanimously by the United States Senate.  As the U.S. Executive Director, he represents the United States as the largest shareholder on the executive boards of the World Bank Group institutions.

Previously, Mr. Solomon was Senior Advisor to the Secretary of the United States Department of the Treasury on international and domestic issues, including working on the Administration's global food security initiative as a member of Secretary Geithner's senior staff.  From March 2005 through November 2008, Mr. Solomon served as Legislative Counsel to then-U.S. Senator Barack Obama working on issues relating to poverty, economic development, government reform, tax, budget, banking, and finance.

Before coming to Washington DC, Mr. Solomon was Associate Dean at Yale Law School overseeing finance and administration. He co-taught a popular seminar on negotiation and conflict resolution and was actively involved in urban economic development initiatives.  Mr. Solomon served as Chairman of the New Haven, Connecticut Port Authority and as Treasurer to revitalize New Haven's world-renowned Shubert Theater.  He directed an initiative to increase small and minority business contracting with the City of New Haven, and worked to grow businesses and create jobs through technology transfer by Yale University.

Mr. Solomon was a consultant with McKinsey & Company in New York, where he helped global financial institutions, media companies, and non-profit organizations realize strategic and operational opportunities. He advised the CEO of the Upper Manhattan Empowerment Zone, a major urban economic development initiative, and served as Acting Director of its lending subsidiary for small businesses and entrepreneurs.

Originally from New York, Mr. Solomon lived in South Africa during the period of transition to nonracial democracy. He co-authored two chapters in "No More Tears..." Struggles for Land in Mpumalanga, South Africa (Africa World Press, 1997).

Mr. Solomon received his bachelor’s degree magna cum laude from Harvard College and his law degree from Yale Law School.  He lives in Maryland with his wife and their two sons.

 

State Street: Sovereign Risk Team
February  29

Wynne Rumpeltin and Talinn Demirjian, F'09
State Street Sovereign Risk

"Sovereign Risk in a Time of Turmoil: Case Studies from Banking"

Wynne Rumpeltin joined State Street in 2009 as the Vice President of Sovereign Risk Management. Wynne focuses on analyzing and monitoring country risk and on assessing new markets. She previously worked at Eurasia Group, a political and economic risk consulting firm, and as a management consultant at A.T. Kearney where she focused on international strategy, off-shoring assessments and new market entry.

Wynne has a BA in international relations from Brown University, an MBA from the Wharton School of the University of Pennsylvania and an MA in international relations and economics from the Johns Hopkins School of Advanced International Studies (SAIS).

Talinn Demirjian, F'09 joined State Street in June 2009 and is currently a Vice President on the Sovereign Risk Management team. Talinn focuses on analyzing and monitoring country risk based on political, economic, legal and regulatory factors. Talinn previously worked as an international equity trader, including at ABN-Amro, a Dutch investment bank, and at Liberty Square Asset Management, a hedge fund concentrating on international equity and foreign exchange markets.                            

Talinn has a BA in international relations and economics from Tufts University, and an MALD in international business and political economy from The Fletcher School of Law and Diplomacy.       

McKinsey & Company: Director Emeritus
February  21

Jerry Lundquist, F’73
Director Emeritus, McKinsey & Company

"Economic Development in Active Conflict Zones - Lessons from Iraq and Afghanistan"

Jerry Lundquist is a Director Emeritus at the global management consulting firm McKinsey & Company, where he has been a leader in aerospace and defense for over 28 years. Prior to joining McKinsey & Company, Jerry was a White House Fellow and Special Assistant to the Secretary of Transportation, Elizabeth Dole.

Jerry received a M.S. from the United States Air Force Academy, where he studied International Affairs and Political Science. He also has a M.A. from The Fletcher School of Law and Diplomacy at Tufts University (F1973). Additionally, he studied at Harvard University’s Kennedy School of Government.

 

 

Business Innovation in Saudi Arabia
February  9

Dr. Nicholas Ray, F'94, Chief Investment Officer, Investment Enterprises Ltd.

Dr. Carlo Pozzi, F'98 and F'03, Chief Operating Officer, Al-Hama

"Management Consulting and Business Innovation in Saudi Arabia"

Dr. Nicholas Ray is Chief Investment Officer of Investment Enterprises Ltd.
(Riyadh, Saudi Arabia), and co-founder, with Bandar bin Khalid Al-Faisal, of its
Vision Capital subsidiary, an investment advisory firm serving Arabian Gulf
clients. Prior to starting Vision Capital in 1996, Dr. Ray worked as a consultant
with the Paris office of The Boston Consulting Group, specializing in mergers and
acquisitions for large multinationals, and previously consulted for Arthur D. Little
and Abt Associates. Dr. Ray continues to serve as Advisor for a number of
Arabian Gulf entities.

Nicholas Ray has a Ph. D. and a Masters in International Affairs from The
Fletcher School (Tufts and Harvard Universities), where he won both the First
Year and the Second Year Prizes. He has published a book entitled Arab Islamic
Banking and the Renewal of Islamic Law, based on research done under two
Fulbright Fellowships in Egypt, and has studied Islamic law at Dar al-'Ulum in
Cairo. He has also published articles and delivered talks at international
conferences.

Additionally, Dr. Ray studied towards a doctorate in the History of Science at
Harvard, and has an MA in Linguistics and a BA in Mathematics and French. He
lives in a rural setting in the south of France with his family, and enjoys mountain
sports, martial arts, fine wines, and adventure travel.

Born in Italy in 1965, Dr. Carlo Pozzi graduated with a BA in Business
Administration from Bocconi University in Milan and started his professional career
as a junior accountant in the company owned by his family, which operates in the
retail industry of his native country. He left his operating duties in 1996 and entered
the Fletcher School, where he received a M.A.L.D. and a Ph.D (F1998 and
F2003). In 2002, he was awarded the APSIA Research Fellowship of the Insitut
d'Etudes Politiques de Paris, and during the same year joined academia as a
lecturer in Corporate and International Finance with various graduate schools in
France, including ESSEC and Sciences-Po. While teaching in Paris, he won a
research fellowship from Institut Français de l'Energie and joined the CGEMP at
Dauphine University as a researcher in energy finance during 2003 and 2004.
Between 2002 and 2006 he published applied econometric research on asset
pricing and portfolio management. As a researcher, he has served as an advisor
on financial market creation and structure to the European Commission for Eastern
European Enlargement. In 2006 Dr. Pozzi returned to management, joining Al-
Hama -- a company operating in the luxury retail industry of the Arabian Gulf
Region -- as Chief Operating Officer, a position that he has held until now.

 

Higher School of Economics: Head of MIB Program
February 8

Irina Kratko
Head of the Master of International Business Program, Higher School of Economics, Moscow

"The Pros & Cons of Doing Business in Russia"

Irina Kratko, Ph.D., is Associate Professor of the School of World Economy and International Affairs and Head of Master of International Business Program at the National Research University “Higher School of Economics” in Moscow, Russia. During more than 20 years of her academic career Irina was always actively involved in entrepreneurial and consulting activities in the area of international business.

Irina is the founder and President of Quadro Group, LLC, headquartered in Iowa City, IA. In 2009 Irina Kratko was named Entrepreneur of the Year and was featured in The Entrepreneur: 101 Magazine.

Irina founded and co-founded several companies in Russia and USA. Her consulting clients included more than a dozen of starting and growing private companies in Russia, USA and Canada. Irina was a member of the Commission of Experts of the Russian State High-Tech Small Business Support Fund.

Before coming to HSE Irina was Associate Professor at the State University of Management in Moscow, Russia, where she initially received a diploma in Management (a Russian equivalent of MBA) and an Outstanding Student Award, and later a Ph.D. in Management.

Irina has authored and co-authored six books (including 1 monograph) and more than twenty articles in the area of international business and international entrepreneurship.

Irina regularly lectures on Doing Business in Russia topics for students and businesspeople in the United States, Canada, Korea and other countries and for international students in Russia.

KAYAK: CTO and Cofounder
January  30

Paul English
Chief Technology Officer and Cofounder, KAYAK

"Integration, Irritation, Innovation: Tickets to the Entrepreneurial Journey"

Paul English is Chief Technology Officer and cofounder. Before starting KAYAK, Paul was a lifelong technology entrepreneur. He co-founded Boston Light Software, a small business e-commerce platform that was sold to Intuit. At Intuit, Paul became Vice President of technology and led small business Internet and product strategy, company-wide innovation process, and tech recruiting.

Paul was briefly an entrepreneur in-residence at Greylock, a co-founder and Director of Intermute, the founder of the World Xiangqi League, cofounder and Chairman of Mancala, Inc., Senior Vice President of Engineering and Product Management at Interleaf. He also did contract programming for the US Air Force, operations research programming for Data General, programming for a medical device company, and even some video game software and sound-effect development.

Paul is involved in nearly every aspect of our company, but he spends most of his time leading product strategy and design, customer support and recruiting. Paul is obsessed with customer feedback. (He hates bad customer service so much that he launched the www.gethuman.com initiative to help consumers fight back against bad phone systems.)

Paul received a BS and MS in computer science from University of Massachusetts. Paul regularly lectures on entrepreneurship topics at Boston-area universities, and was named Chief Technology Officer of the year by Mass Technology Leadership Council in 2009. He's also a Director at Partners-In-Health and Village Health Works, and is an advisor to JoinAfrica, FanSnap, Roost, LinkedIn, and Pixable.

Pantera Management: Founding Partner
November  29

Ronald Glantz, F’63
Founding Partner and Director of Research (retired), Pantera Management

"Taming Wall Street: How to Get an Investment Job without a MBA"

Ronald Glantz, F’63 retired in 2009 from Pantera Management, a global macro hedge fund, where he was a founding partner and Director of Research. Previously, he was with Tiger Management, one of the largest hedge funds in the world, and with Paine Webber (subsequently acquired by UBS), where he was Chief Investment Officer and on the Management Board. Ron received his B.A. in economics, cum laude, from Harvard University in 1962; an M.A. in from The Fletcher School in 1963; and an M.B.A. from The Harvard Graduate School of Business Administration in 1966.

 

TEM Capital: Partner, Brook Private Equity Associates: Principal
November  15

Roger Berry, Partner, TEM Capital
Marcin Szajda F’05, Principal, Brooke Private Equity Associates

"The Private Equity Eco-System: The Evolving Interplay of Emerging Market Investments and Development"

Roger Berry is a Partner with TEM Capital, a private equity fund focused on the growth of middle market companies with innovations in energy, materials or the use of natural resources. For over eighteen years, Roger has been immersed in the opportunities and challenges of transitional markets. He brings skills in negotiation, facilitation, due diligence assessment and marketing and has worked with companies, investors, or governments in Africa, Asia, Eastern Europe, Latin America and the Middle East. Roger was formerly a Head of Group Funds for Climate Change Capital, a fund manager that had over $1.6 billion of assets. From 2000 to 2006, Roger was a Managing Partner of Liberty Global Partners, an advisory and fund placement firm that he c0-founded. Liberty Global advised private equity funds in emerging market countries and assisted with raising significant capital commitments from institutional investors. Roger played a lead role in the creation of the Emerging Markets Private Equity Association, which Liberty Global ran for the first two years of its existence and now represents over 300 members from around the world. Roger currently serves on the Board of Vantem Composite Technologies, Vantem Modular, and Vantem Outdoor Living. He is also a Board Member of the UN Association of Greater Boston. Roger is a graduate of Harvard University (1990) and was nationally ranked in Division 1 tennis.

Mr. Marcin Szajda joined Brooke Private Equity Associates in 2008.  As Principal at BPEA, Marcin monitors fund investments, their underlying portfolio companies, and direct investments.  He also reviews new investment opportunities and conducts due diligence on potential investments.

Prior to joining BPEA, Marcin was an investment associate at the UNC Management Company, asset manager of the $2.6 billion endowment for the University of North Carolina at Chapel Hill and affiliated institutions. Marcin helped to manage UNC’s portfolio of investments in private equity, venture capital, real estate, energy and natural resources, and distressed debt. His responsibilities included monitoring current investments and their underlying companies, reviewing investment opportunities, and conducting due diligence on potential investments. Additionally, he served on the advisory boards of several private capital partnerships.

Marcin began his finance career at Hewitt Associates, where he worked as an analyst in the defined contribution practice and the corporate finance group. He also has experience as a summer associate with Dogwood Equity, a $74 million dollar private equity firm in Raleigh, NC, and as a Carolina Venture Fellow at the Aurora Funds, a $234 million venture capital firm in Research Triangle Park, NC.

Marcin holds a BA in economics from Rice University, a Masters of Arts in Law and Diplomacy from The Fletcher School at Tufts University, and an MBA with highest honors from the Kenan-Flagler Business School  at the University of North Carolina at Chapel Hill, where he was a Hudson Fellow.  He has lived abroad in Krakow, Poland, Aix-en-Provence, France, and Fukuoka, Japan.

 

UBS: Chief Risk Officer
November      7

Maureen Miskovic
Member of the Group Executive Board and Group Chief Risk Officer, UBS

"Managing Risk in The Age of Incoherence: The World Financial Industry 3 Years On"

Maureen Miskovic was appointed Group Chief Risk Officer (CRO) and became a member of UBS Warburg’s Global Executive Board in January 2011. From 2008 to 2010, she served as Chief Risk Officer of State Street Corporation, Boston, as well as a member of the firm’s Senior Executive Management Committee and chair of its Major Risk Committee. From 2002 to 2007, she was Chairperson of Eurasia Group, a New York City-based political risk research and consulting company developing the firm’s brand as the political risk advisor for institutional and foreign direct investors. Between 1996 and 2002, Ms. Miskovic was the Chief Risk Officer for Lehman Brothers and from 1995 to 1996 she worked as the European Treasurer for Morgan Stanley. Prior to that, she was  Group Risk Manager and Treasurer for SG Warburg & Co. Ms. Miskovic received a bachelor’s degree in Russian and German from King’s College, London University and is a British citizen.

 

MasterCard Worldwide: President & CEO
October         28

Ajay Banga
President & CEO, MasterCard Worldwide

"The Road to a Cashless Society"
Event Summary

Ajay Banga is president and chief executive officer of MasterCard and a member of its board of directors. Prior to joining MasterCard in 2009, Mr. Banga was chief executive officer of Citigroup Asia Pacific responsible for all businesses in the region, including institutional banking, alternative investments, wealth management, consumer banking and credit cards. He joined Citigroup in 1996 and held a variety of senior management roles in the United States, Asia Pacific, and the Europe, Middle East and Africa regions.

 

Managing Across Cultures: President
October      24

Zareen Karani Araoz
President, Managing Across Cultures

"Cross-Cultural Management Competence: Don’t Leave Graduate School Without It"

Dr. Zareen Karani Araoz is President of Managing Across Cultures, specializing in training, coaching and developing Leaders and Senior Executives, to excel in leading global collaborations, building cross-border teams and managing cultural transitions. Dr. Araoz comes originally from India, is based in the US and India and has consulted in 20+ countries. She supports global executives, especially those from the US, India and Germanic and Swedish cultures, to work more effectively in various countries, and especially in India. She also briefs foreign executives entering to lead teams in the US.

Besides her in-depth experience in developing executives and finding solutions to people issues in organizations, Dr. Araoz has been a management educator in the US, India and Europe. Dr. Araoz was invited to be the Director of a pioneering Business School (MBA Institute and Global Business School) in India in 2010. In the US, she was a pioneering Professor and the Head of the Department of Intercultural Relations and International Studies at Lesley University, where for 12 years she led, developed and established a unique graduate program from 1985, with specializations in Intercultural Management and Cross-cultural Training, amongst others. She was also a Professor in Intercultural Management at the School for International Training, and Adjunct Professor at the Intercultural Management Institute at American University in DC.

Dr. Araoz has been a Visiting Professor/ Guest Lecturer at Universities and business Schools in Sweden, India, the US, Japan, Latin America and other countries. She was an invited columnist for the Times of India on-line Ascent as a Gyan Guru (Knowledge Guru) on Leadership. Dr. Araoz can also train and coach in the German Language, and has facilitated the interface of Germans and Indian teams. She has been consulting in Sweden and Swedish Business Schools on a regular basis. She has been an invited lecturer or conducted workshops at almost all the Universities in Sweden every year from 1983 to 1993, and then again from 2001 till 2005.

Dr. Araoz holds a Law Degree (LL.B.), two Master's Degrees (German, Literature and Comparative Education), a Ph.D. (in Cross-cultural Counseling Psychology), and a German Teacher's Diploma.

 

 

 

 

Sovereign Wealth Fund Initative with State Street
October  18

Eliot Kalter, CEME Fellow and President, EM Strategies  
John Nugee, Senior Managing Director, State Street Global Markets 
Rod Ringrow, Senior Executive Officer, State Street

"Sovereign Wealth Funds: What's Next in Governance & Politics of Investing in Today's Global Markets"

Rod Ringrow is the Senior Executive Officer of State Street Middle East North Africa LLC. He is responsible for overseeing State Street’s Global Services and Markets activities in this region and all senior client management. Rod has been based in Doha, Qatar since 2008.

Previously, Rod held senior roles in State Street’s global relationship management and sales groups and was also managing director of State Street's operations in the Netherlands from 2004-07. Rod joined State Street in 1998 to spearhead the Bank’s business in the Middle East. Previously Rod held senior positions with Standard Chartered Bank, Mellon Bank and the Beecham Group, and has 25 years experience in the financial services sector. Rod holds an MBA from Cass Business School in London and a Bachelor of Science degree in Economics from the University of Southampton.

John Nugée is a Senior Managing Director of State Street Global Advisors (SSgA), Head of SSgA’s Official Institutions Group and a member of SSgA’s Senior Management Group.  His responsibilities cover advice for SSgA’s central bank, sovereign wealth fund (SWF) and other official sector clients, and advice on general public pension policy issues. 

John joined SSgA in November 2000 after a career in official reserves management for central banks, including spells as the Executive Director in charge of reserves management at the Hong Kong Monetary Authority, and as the Chief Manager of reserves management at the Bank of England.  He was also a director of the European Investment Bank and European Investment Fund, and a lecturer and technical adviser at the Bank of England’s “Centre for Central Banking Studies”.

John has a Mathematics degree from Cambridge University and a diploma in Business Studies from the London School of Economics.  He is a regular commentator on sovereign asset and central bank reserves management issues;  among his publications is a major book on the Gulf as a new force in global finance, co-edited with Chatham House, and a textbook on “Foreign Exchange Reserves Management for Central Banks”.

 

 

Siemens: President, North America
October  11

Chris Hummel, F'93
President, North America, and Global Chief Marketing Officer, Siemens Enterprise Communications

"Paradigm Shift - An Insider's View of Politics, History and Technology" 
Event Summary

Chris Hummel joined Siemens Enterprise Communications (SEN) in April 2010 and currently serves as the President of North America, the head of Global Sales, and the global Chief Marketing Officer.  He reports directly to Hamid Akhavan, the CEO of SEN.

In his North America role, he is responsible for sales, service and delivery to our extensive customer base in the North American region.  He also leads SEN’s global accounts effort across all regions of the globe and drives the successful partnerships of our global alliances and global indirect divisions.  As CMO, he oversees all global marketing activities across the company and supports the development of corporate and go-to-market strategies. 

Hummel is a recognized thought leader and has extensive experience in global enterprise sales and marketing, having lived and worked in a range of countries, including the US, Germany, Eastern Europe and Asia.  Before joining Siemens Enterprise Communications, he served as Executive Vice President of Global Field Marketing for SAP AG, where he managed an organization of more than 600 people that annually generated more than 7 billion US-Dollars in qualified opportunities. Prior to SAP, Hummel spent 13 years at Oracle Corporation in a number of senior sales, services and marketing roles.

Hummel holds a Bachelor’s degree in International Relations from Tufts University and a Master’s degree in Law and Diplomacy from the Fletcher School of Law and Diplomacy at Tufts University in Medford, MA.  He also studied at Durham University (UK) and the London Business School.

 

American Express: Head of Global Business Development
October       5

Anurag Banerjee 
Head of Global Business Development, American Express' Global Client Group

"Buy, Grow, or Innovate: Entrepreneurship in a Global 500 Firm"

Anurag Banerjee heads the Global Business Development team of American Express’ Global Client Group. In this role he is responsible for creating new relationships with Fortune 100 companies and further entrenchment in the largest 150 global commercial payment clients. Anurag joined American Express in 2003 and has held several positions of increasing responsibility

throughout his tenure. He has had roles in Account Management, Business Development, Partnerships, Travel Management, and Advisory Services. He has worked in mature businesses, in innovative start‐up organizations within American Express, turn‐around roles and in creating channels and partnerships
always driving exponential growth.

Prior to joining American Express, Anurag spent 3 years with Advanced Energy Industries in operational and procurement roles, driving strategic sourcing, vendor consolidation, right‐shoring, SAP implementations, and implementing e‐procurement solutions. For his work at Advanced Energy on eprocurement solutions, Anurag was featured in several industry forums and procurement magazines. Anurag started his career at Bombay Burmah Trading Corporation managing tea and coffee plantations and factories in South India. Over a 5 year period, Anurag managed a 1200 strong unionized workforce,
negotiated union agreements, drove productivity and implemented quality control measures. He also adopted a completely organic production model, getting Fair Trade certification and premiumized a commodity business. Later, having transitioned to manage the Marketing function, Anurag drove export
agreements and supported channel sales in Europe and USA.

Anurag is a graduate of Bowling Green State University and Harvard Business School’s Program for Leadership Development. A 5 year class room volunteer with Junior Achievement, a “Big” with the Big Brothers of Massachusetts Bay, Anurag is an avid fitness enthusiast and enjoys playing squash, skiing and running the odd slow marathon. He is based in New York City with his wife and 18 month old daughter.
State Street: EVP
October  3

David Puth

Executive Vice President, State Street Global Markets

"Navigating Economic Uncertainty and Regulatory Change in the Financial Markets"

David Puth is an Executive Vice President in charge of State Street's Global Markets businesses. Puth is also a member of the company's Management Committee, State Street's senior-most strategy and policy making team.

 

State Street Global Markets includes investment research, securities finance and trading activities worldwide.  State Street provides specialized investment research and trading to institutional investors across foreign exchange, equities and fixed income. State Street is the global leader in the securities lending industry.  State Street is also one of the world's largest foreign exchange dealers for institutional clients and a major provider of execution services for foreign exchange through its E-Exchange platforms.

 

From 1988 through 2007, Puth worked for JPMorgan Chase where he was a member of the company's Executive Group.  In 2007 Puth founded the Eriska Group, an investment advisory and risk management consulting firm where he worked until joining State Street in August of 2008.

 

Puth is a member of the board of the Robin Hood Foundation.  Robin Hood is one of the country's leading voices in the fight against poverty while focusing its efforts on the City of New York.  Puth is also a Trustee of the Berkshire School, a preparatory school in Sheffield, Massachusetts and a member of the board of the Institute for Global Leadership at Tufts University.

 

Puth holds a Bachelor of Arts Degree from Tufts University and resides in Boston.


Nuuko: CEO, with State Street's EVP
September   27 

George Norsig, CEO, NuuKo 
David Puth, EVP, Head of State Street Global Markets

“The Value of Advice: The Tradecraft of Consulting Revealed”

George Norsig, NuuKo co-founder, is a senior strategist steeped in C-level corporate problem solving when companies need a sea-change in business models, and new business creation and rapid development. He is also well-known as a turnaround specialist particularly with diversified companies operating either in or from international markets.

NuuKo is an “Experts on Demand” consultancy.  Enterprises of any size can find and work with experts to help them understand and solve their critical problems and successfully pursue opportunities. NuuKo’s independent Enterprise Solutions Experts™, each of whom offers the experience and insight gained by working at the highest levels of an enterprise, provide their strategic and tactical advice in areas such as communications strategy, health care reform, C-Suite Counsel and multiple other horizontal and vertical practice areas. NuuKo provides all the tools, resources, processes and services necessary to make the consulting relationship successful – and most important among these is the culture of collaboration between and among the experts and the enterprise.

As a Senior Director at McKinsey & Company with more than 20 years’ experience, Norsig managed hundreds of assignments addressing issues in technology- intensive fields such as communications, energy, and the service sector.

His additional experience stems from nearly 10 years with the Monitor Group, where he developed and led a special “Client Review Function”. With an intimate background in finance, Norsig also founded and managed a special research investment firm that has created unique technology-oriented mapping research resulting in unique stock market and direct investments to these emerging companies.

Specialties: international business development, M&A, innovation strategy, corporate turnarounds and racing Porches!

 

 

David Puth is an Executive Vice President in charge of State Street's Global Markets businesses. Puth is also a member of the company's Management Committee, State Street's senior-most strategy and policy making team.

 

State Street Global Markets includes investment research, securities finance and trading activities worldwide.  State Street provides specialized investment research and trading to institutional investors across foreign exchange, equities and fixed income. State Street is the global leader in the securities lending industry.  State Street is also one of the world's largest foreign exchange dealers for institutional clients and a major provider of execution services for foreign exchange through its E-Exchange platforms.

 

From 1988 through 2007, Puth worked for JPMorgan Chase where he was a member of the company's Executive Group.  In 2007 Puth founded the Eriska Group, an investment advisory and risk management consulting firm where he worked until joining State Street in August of 2008.

 

Puth is a member of the board of the Robin Hood Foundation.  Robin Hood is one of the country's leading voices in the fight against poverty while focusing its efforts on the City of New York.  Puth is also a Trustee of the Berkshire School, a preparatory school in Sheffield, Massachusetts and a member of the board of the Institute for Global Leadership at Tufts University.

 

Puth holds a Bachelor of Arts Degree from Tufts University and resides in Boston.

 

 

The Fletcher School: Senior Associate Dean of International Business & Finance
September  22

Bhaskar Chakravorti
Senior Associate Dean of International Business & Finance, The Fletcher School
Executive Director, Institute for Business in the Global Context/Center for Emerging Market Enterprises

“Nano. Tweet. Long Tail: What is the Next Big Small Thing?”

Bhaskar Chakravorti joined The Fletcher School at Tufts University in January 2011 as the Senior Associate Dean for International Business and Finance and Executive Director of Fletcher’s Institute for Business in the Global Context and the Center for Emerging Markets Enterprises (CEME), a global hub for emerging thinking on emerging markets.  Bhaskar also serves on the Fletcher faculty as Professor of Practice in International Business.  Prior to Fletcher, he was a Partner of McKinsey & Company and a Distinguished Scholar at MIT’s Legatum Center for Development and Entrepreneurship.  He also served on the faculty of the Harvard Business School and the Harvard University Center for the Environment.  He was a leader of McKinsey's Innovation and Global Forces practices and served on the Firm’s Knowledge Services Committee, which oversees McKinsey's 1,200 person global research network.  Bhaskar has advised CEOs, Boards and senior management in multiple industries (high technology, health and consumer care and cleantech), policy makers and non-profits on innovation, growth and new business-building and strategies for emerging markets.  In a 20+ year career as consultant and educator, he has advised over 30 companies in the Fortune 500, policy-makers, investors and entrepreneurs. His work has spanned multiple geographies: the Americas, EU, Asia and Africa.  At Harvard, he taught innovation, entrepreneurship management, and new venture formation, co-chaired an immersion program to India, and published research on innovations triggered by adversity and crises.    

Bhaskar's book, The Slow Pace of Fast Change: Bringing Innovations to Market in a Connected World, Harvard Business School Press; 2003 -- selected as one of the Best Business Books of the year by multiple publications and an Amazon.com best-seller on Innovation —has been influential in many client and policy recommendations. He has written over 40 articles in top-tier peer-reviewed academic journals (e.g. Journal of Economic Theory, Journal of Mathematical Economics, Journal of Economics and Management Strategy, Games & Economic Behavior, International Economic Review and many others),multiple books, and widely-read publications, e.g., Harvard Business Review, New York Times, Wall Street Journal, Financial Times, Economic Times.  He has also published over a dozen HBS case studies, a video HBS Faculty Seminar and authored two websites on innovation and on public safety.  Bhaskar’s work is featured in multiple media, e.g., BusinessWeek, The Economist, Fortune, Wall Street Journal, BBC, Fast Company, Economic Times, CBS MarketWatch, as well as on television, podcasts and a documentary film. He has been invited to speak to audiences in business, academia, an advisory committee to the U.S. president, public policy-making bodies (e.g., FCC, Capitol Hill), multi-lateral entities (e.g., World Bank, ITU), futurist think-tanks (e.g., Aspen Institute, GBN), research, and the investor community.

Bhaskar's prior appointments include: Partner and Thought Leader at Monitor Group, the global strategy firm; game theorist and member of the technical staff at Bellcore (formerly, Bell Labs); assistant professor of economics at the University of Illinois at Urbana-Champaign; officer of TAS, the executive cadre for the Tata Group, India's pre-eminent conglomerate.  Bhaskar’s economics PhD is from the University of Rochester where he was a University Fellow.  He is a graduate of the Delhi School of Economics and in economics with honors from Delhi’s St. Stephen’s College.  Bhaskar and his wife, Gita, live in Brookline, MA with their two children, Tarit and Sahana, and two fairly agreeable cats.

TruePoint: Managing Director
September  19

Nathaniel Foote
Author & Managing Director, TruePoint

“Higher Ambition Leadership: The Paradox of Altruism”

Nathaniel Foote is the Managing Director of TruePoint, a research-based consulting firm. Over a 30 year career, he has helped clients in a wide range of industries improve performance and accelerate growth through more effective strategy development and greater organizational alignment and commitment.
Prior to joining TruePoint in 2002, Nathaniel was with McKinsey & Company for 19 years, where he was a partner and leader of McKinsey’s Organization Design practice. For 3 years, he served as McKinsey’s Director of Knowledge and Practice Development, responsible for enhancing the effectiveness of McKinsey’s knowledge sharing and innovation.

Nathaniel received an MBA degree from Harvard Business School, where he was a Baker Scholar, and a JD degree, magna cum laude, from Harvard Law School. He attended the University of Cambridge as the Fiske Scholar, after graduating from Harvard College.

Nathaniel is married, with a daughter and a son who have each recently graduated from college. Nathaniel and his family lived in England for 13 years, where he co-founded the UK chapter of Ashoka: Innovators for the Public. He enjoys bicycling, tennis and travel.