UNC TECHNOLOGY AND BUSINESS STRATEGY FORUM

Speakers

 

Keynote Speakers

Speakers

Christian Anschuetz

Chief Digital Officer, Underwriter’s Lab

Christian Anschuetz has been the Chief Information Officer of Underwriters Laboratories, Inc. since November 2008 and also serves as its Senior Vice President. Christian is responsible to establish IT strategies, goals and priorities and to provide senior leadership on key technology initiatives in the areas of enterprise resource planning, business process automation, computer systems validation, and electronic communications.

Christian served as the Chief Information Officer and Executive Vice President of Americas at Publicis Groupe SA, where he was responsible for the strategic management and delivery of IT support to over 17,000 associates in more than 100 unique lines of business. Prior to Publicis, Mr. Anschuetz served as Vice President and Director of Operations at BCom3. He began his professional career in a broad range of progressive management roles these included; Senior Consultant and Information Security Thought Leader for Sprint Paranet, and Senior Partner/Founder of UpTyme Consulting. He holds a Bachelor’s Degree in Economics from the University of Michigan, Ann Arbor, and a Bachelor’s Degree in Computer Information Systems from Strayer University. He was a decorated United States Marine Corps officer and a veteran of the First Gulf War.

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Jai Arun

Senior Program Director of Strategy, Product Management, Business Development, AI, Blockchain, Cybersecurity, IBM

Jai Arun is an offering management leader, he drives IBM’s Blockchain and Identity related solutions business strategy, go-to market offerings and execution. Jai brings over 19 years of IT industry experience working with IBM for over 14 years, and with Unisys, Tata and a start-up Diablo Technologies.

He has a vital mix of business and technology leadership experience with varied functional skills in product management, corporate business strategy, marketing, sales enablement, software development and customer support for enterprise-class business solutions and services. He has led many multi-million dollars new businesses to penetrate into new markets, industries and segments.

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Cathy Bessant

Chief Operations and Technology Officer, Bank of America

Catherine P. Bessant is chief operations and technology officer at Bank of America, and is a member of the company’s executive management team. Since 2010, Bessant has led Global Technology and Operations (GT&O), delivering end-to-end technology and operating services across the company through nearly 95,000 employees and contractors in more than 35 countries. She also oversees the company’s business continuity and information securities strategy and policies.

Bessant led the formation of the Council on the Responsible Use of Artificial Intelligence (AI) to address ethical and policy issues related to the development and deployment of this rapidly evolving technology. In addition, she is a member of the President’s Council of Advisors on Science and Technology (PCAST).

Bessant serves on the board of directors of Zurich Insurance Group, is an independent member of the USA Field Hockey board of directors, and is on the advisory board for the Ross School of Business at the University of Michigan.

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Stephan Biller

VP of Offering Management at Watson IoT, IBM

Stephan Biller is a Vice President for Offering Management at IBM Watson IoT. He leads IBM's Industry 4.0 solution products including IBM Maximo, TRIRIGA, Asset Optimization and Operations Optimization using Big Data, AI and Analytics to drive operational excellence from factories & supply chains to the operations of oil fields and power plants. He is a recognized thought leader in Industry 4.0, Digital Twin, and AI for Manufacturing.

Prior to joining IBM in 2017, Dr. Biller served as the Chief Manufacturing Scientist & Manufacturing Technology Leader for General Electric creating GE’s Brilliant Factory initiative as well as its Additive Manufacturing software strategy. Earlier positions include General Motors Fellow & Global Group Manager for Manufacturing Systems. He holds a Dipl.-Ingenieur degree from RWTH Aachen, Germany, a Ph.D. in Industrial Engineering and Management Sciences from Northwestern University along with an MBA in Finance and Strategy from the University of Michigan.

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Mark Brooks

Investment Manager, Syngenta Corporate Ventures

Mark recently joined the corporate venture capital (VC) team of Syngenta, a leading agriculture company helping to improve global food security by enabling farmers to make better use of available resources. He is now a part of one of the first venture capital teams dedicated to agriculture. Their investment thesis is stage agnostic, from investing in seed rounds to larger growth equity rounds and includes biologicals, breeding tech, digital solutions, IoT, sensors, precision ag, and risk management.

Before joining the team at Syngenta, Mark was the senior manager of innovation at the American Institute of CPAs. He focused on strategic innovation, thought leadership, growth of the profession, and member value.

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Swaminathan Chandrasekaran

Head of Solution Architecture, Digital Solutions, KPMG

Swami Chandrasekaran leads the Architecture & Solutions for Digital Solutions within KPMG's Management Consulting organization. Responsible for providing leadership with multiple clients to design, architect and incubate forward-looking digital solutions and associated transformations. He has built a team comprised of architecture, design & technology leaders who work & collaborate with clients across industries to develop digital solutions. These solutions often include & span across areas such as Machine & Deep Learning, Intelligent Automation, Cloud, Blockchain, Modern Delivery, IoT, and other emerging tech. Swami is also responsible for driving various innovation initiatives, setting the vision for adoption of future state technologies, development of thought leadership collateral, recommended practices & guidance, and identify & create reusable IP.

Swami is well adept at creating environments that foster innovation, collaboration, and risk-taking. He previously spent 12 years at IBM, including working with IBM Watson and rising to the rank of an IBM Distinguished Engineer. As the CTO, he led an organization that drove innovation and also the creation and incubation of AI solutions.

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Catherine Coley

CEO, Binance

Catherine Coley is the Chief Executive Officer of Binance.US. Previously, she was the Head of XRP Institutional Liquidity at Ripple. Catherine started her career in 2011, being firstly a Foreign Exchange Analyst in Hong Kong and later in London at Morgan Stanley.

David Evert

Director of Global Partner Strategy, Red Hat

David Evert leads Red Hat's Global Partner Marketing strategy for mid-market customers. Through his past sales and marketing roles at Cisco and Motorola, David has over 20 years experience driving revenue growth with/through partners in the IT industry. He has supported go-to-market programs by developing new business models and aggressive lead generation marketing programs.

Anthony Fernando

President and CEO, TransEnterix

As President and Chief Executive Officer, Anthony Fernando sets the company’s overall strategic vision and oversees its organic growth. Previously, he was the Chief Operating Officer and Chief Technology Officer at TransEnterix, where he led the company’s technology strategy and global business operations.

Prior to TransEnterix, Mr. Fernando was Vice President of Innovation and Technology within the International Group at Stryker Corporation, across Stryker’s medical device portfolio. Before joining Stryker, Mr. Fernando held positions at Becton Dickinson & Company as Director, R&D Devices & Global Health, Greater Asia; PerkinElmer Inc. as Director, R&D and CoE Leader in Asia; and Varian, Inc. as Director of Operations/General Manager of the Pharmaceutical Products business unit.

Mr. Fernando earned an MBA from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill, and MS and BS in Mechanical Engineering with concentrations in Robotics and Automation from the University of Nevada-Las Vegas.

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Isaiah Hull

Senior Economist, Sveriges Riksbank

Isaiah Hull is a senior economist in the research division at Sweden's Central Bank (Sveriges Riksbank). He holds a PhD in economics from Boston College and conducts research on computational economics, macroeconomics, finance, and housing. His more recent work employs machine learning methods to answer research questions in economics and finance.

Saravanan Kesavan

Associate Professor and Sarah Graham Kenan Scholar, Kenan-Flagler Business School

Saravanan Kesavan conducts research on supply chain management for retailers, with emphasis on benchmarking operational performance and management of retail store labor.

His research topics include improving labor productivity, reducing employee turnover, forecasting performance, designing managerial incentives and digitization.

His research has appeared in Management Science, M&SOM, POM and Harvard Business Review. He is a senior editor at POMS and an ad hoc reviewer at Management Science, M&SOM and POMS.

His research has been featured in The New York Times The New Yorker, Forbes and other media outlets.

Dr. Kesavan teaches retail operations and digital operations for MBA students. He has received the “MBA Teaching All Star” award seven times between 2007-2017 and the Weatherspoon Award for Teaching Excellence in the full-time MBA Program in 2018.

He worked for several years at i2 Technologies, where he helped clients deal with supply chain management issues. He has worked with a number of companies including the Gap, USAA, Lowes, Belk, Texas Instruments and Kroger.

He received his doctorate in technology and operations management from Harvard Business School. He also has master’s and bachelor degrees in engineering from University of Massachusetts at Amherst and IIT Madras, India, respectively.

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Fei Long

Assistant Professor of Marketing, UNC Kenan-Flagler Business School

Fei Long’s research interests lie in understanding important and emerging phenomena in marketing, typically those driven by the digital economy. She uses both theoretical modeling and data-driven approaches. She studies digital advertising and e-commerce platforms, and problems at their intersection. She also is interested in topics in agency theory and salesforce compensation. Professor Long’s teaching interests include digital marketing and business analytics.

As a research intern with Hewlett-Packard/Columbia University in Palo Alto, she helped develop a unified big-data framework for pricing, customer segmentation, new product introduction and competitive analysis. She also worked as a quantitative researcher in finance industry, where she applied machine learning to predict loan default rates on a peer-to-peer lending platform.
She received her PhD in Business from Columbia Business School. She earned an MS in operations research from Columbia University, and she received her BE in electrical engineering from Tsinghua University.

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Christian Lundblad

Richard "Dick" Levin Distinguished Professor of Finance, Area Chair of Finance and Associate Dean for the PhD Program, UNC Kenan-Flagler Business School

Christian Lundblad’s research spans asset pricing, investment management, and international finance, with a specialization in emerging market development.

He teaches courses on macroeconomics for managers, investment management, including mutual and hedge fund analysis, and global financial markets, including emerging market finance and development.

Dr. Lundblad serves as area chair of finance, associate dean of the PhD Program, director of research at the Frank Hawkins Kenan Institute of Private Enterprise and director of the Center for Excellence in Investment Management. He holds a courtesy appointment as a special-term professor at the People’s Bank of China School of Finance, Tsinghua University in Beijing.
His research has been published in top academic journals such as the Journal of Finance, Review of Financial Studies and Journal of Financial Economics. He is associate editor at the Journal of Banking and Finance and Financial Management and previously served as an associate editor for the Journal of Finance.

He also served as a financial economist at the Federal Reserve Board in Washington, D.C., where he advised the Board of Governors on international financial market developments.

Dr. Lundblad is the recipient of the Executive MBA and OneMBA Teaching Excellence awards.

He received a PhD in financial economics and a master’s degree in economics from Duke University. He earned his BA in economics and English literature with highest honors from Washington University in St. Louis.

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Arv Malhotra

H. Allen Andrew Professor of Entrepreneurial Education and Professor of Strategy and Entrepreneurship, UNC Kenan-Flagler Business School

Arvind Malhotra’s area of research focus on crafting innovation problems, open innovation approaches, crowd creativity, crowdsourcing for innovation, using crowds to solve complex societal problems and the future of work.

His research projects include studying successful open-innovation organizational and extra-organizational structures, creating the process and structure for large-scale collaboration and management of knowledge in extra-organizational collaborative contexts.

His book “Unleashing the Crowd: Collaborative Solutions to Wicked Business and Societal Problems” (Palgrave Macmillan, 2019) focuses on how organizations can leverage crowds for solving wicked business and societal problems.

Dr. Malhotra has received research grants from the Kenan Institute for Private Enterprise, Society for Information Managers Advanced Practices Council, Dell, Carnegie-Bosche Institute, National Science Foundation, RosettaNet consortium, UNC-Small Grants Program and the Marketing Sciences Institute.

He has consulted, conducted applied research projects or led executive development workshops with ESPN, U.S. Navy, U.S. Air Force, IBM, ExxonMobil, Primax Properties, Sprint, RosettaNet Consortium, American Golf Corporation, Cisco, ING Direct and Cargill Sweeteners.

He received the best paper award from MIS Quarterly, the top information science journal, in 2001, and the best paper of the year from the Journal of Services Research and Journal of Knowledge Management in 2005. Two of his papers earned the prestigious Society for Information Managers Best Paper Award.
He received his PhD in business administration and his MS in industrial and systems engineering from the University of Southern California. He earned his BE in electronics and communications engineering from the University of Delhi.

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Stephen Markwell

Head of Treasury Services Product Strategy, Commercial Banking, JP Morgan

Stephen Markwell is the head of product investment strategy and fintech partnerships for Commercial Banking. He is responsible for creating and executing our product investment strategy as well as evaluating and sourcing fintech partners that address our strategic priorities.

Stephen has been with the firm for 16 years in senior roles spanning strategy, product management and technology. Prior to joining the firm, Stephen held leadership positions at two early-stage technology startups and served as a management consultant for Cap Gemini Ernst & Young.

He is a frequent speaker and writer on payments with leading industry publications and associations, including Bloomberg, American Banker, PaymentsJournal, Treasury & Risk and the Association of Financial Professionals.

Stephen earned bachelor’s degrees in computer information systems and marketing from Indiana University and an MBA with distinction and a finance concentration from the University of North Carolina’s Kenan-Flagler Business School.

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Faruk Okcetin

Co-Chair, North Carolina Blockchain Initiative; Co-Founder, NC Digital Economy Hub

Faruk Okcetin is an experienced business professional and life long entrepreneur. He has been actively involved in a wide range of businesses, including Real-Estate, Mortgage Finance, Restaurants, Technology, BlockChain, Medical Devices, and Biometrics. Faruk takes pride in taking ideas and implementing strategies to bring them into fruition. Having been an investor and part of a number of start-ups, he truly relishes in building a strong brand awareness, and applying the correct marketing and sales efforts in order to achieve optimum success.

Wil Oxford

CEO, Bra-Ket Science

Wil Oxford is founder and CEO of Bra-Ket Science, a spin-out from Southern Methodist University pursuing photonic quantum storage and logic devices. Wil received his Ph.D. in Biomedical Engineering, Mathematics, and Computer Science from University of North Carolina in 1987, where he was a John Motley Morehead Scholar. His dissertation project was one of the world’s first tabletop E-beam testers for commercial ICs.

After graduating, Wil went to Apple’s Advanced Technologies Group in Cupertino CA, where he worked on advanced DSP algorithms as well as mixed-signal IC designs for personal computer use. Among other things, Wil was responsible for the architecture and design of the audio subsystems for Apple’s award-winning multimedia computers and some components of Apple’s QuickTime multimedia software suite. In 1995, Wil moved to the joint Apple/IBM/Motorola Design Center in Austin, TX, where he was part of the team that produced several generations of PowerPC CPU designs.

After Apple, Wil joined LifeSize Communications, where he developed breakthrough video and audio conferencing products. Wil was the primary designer of the LifeSize Phone; the world’s most advanced conference telephony system. He led a team of audio and manufacturing engineers to design and ship this ground-breaking product in less than 18 months from the day that he joined the company. LifeSize was acquired by multimedia giant Logitech in 2009.
After LifeSize, Wil founded Rubicon Labs, Inc. and spent the next dozen years developing Rubicon’s Zero-Knowledge IoT security platform. His work resulted in both commercial products as well as a number of publications in the IoT security area. Rubicon’s IoT security platform is currently being used to provide secure identity services scaling over a wide range from very low-power edge devices to high performance server farm applications.

Wil left Rubicon in 2017 to found Bra-Ket Science. He is the holder of 40 issued US patents, several foreign patents and has many more still pending.

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Eric Porper

Co-Chair, North Carolina Blockchain Initiative

Eric Porper is co-founder of the Emblem Company and UNBoxed, a blockchain focused accelerator based on of Durham, NC. Emblem is a crypto-asset platform that makes it easy to create, transfer, and receive many digital assets, including cryptocurrencies, across blockchains and without complex addresses. This aligns with his long time focus on bringing emerging technology to the masses. Eric started his first company over 20 creating one of the first email marketing apps, Homing Pigeon, in the late 90’s. Eric proudly serves as a co-chairs of the North Carolina Blockchain Initiative.

He has a vital mix of business and technology leadership experience with varied functional skills in product management, corporate business strategy, marketing, sales enablement, software development and customer support for enterprise-class business solutions and services. He has led many multi-million dollars new businesses to penetrate into new markets, industries and segments.

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William Putsis

Professor of Marketing, Kenan-Flagler Business School

William Putsis focuses on the empirical application of game theoretic models of competition, competitive strategy, the marketing of private-label products, new product diffusion and product line strategy, international marketing, advertising and communications research, and sports marketing.

He is the author of “The Carrot and the Stick: Leveraging Strategic Control for Growth” (University of Toronto Press, 2020) and “Compete Smarter, Not Harder – A Process for Prioritization through Strategic Thinking” (John Wiley & Sons, November 2013).

His numerous scholarly articles have been published in top journals, and he serves on the editorial board of Marketing Science, Journal of Marketing, International Journal of Research in Marketing, Review of Marketing Science and International Journal of Marketing Education.
Dr. Putsis has taught in executive non-degree programs for The Boeing Company, Barclays Bank, Royal Bank of Scotland, ABN AMRO, Amcor, British Airways, Baker Hughes International, the U.S. Navy, Matsushita, KONE and Exxon/Mobil.

His consulting clients include The Boeing Company, Morgan Stanley, BASF, Sony Ericsson, Heinz, Dale Earnhardt Incorporated (DEI), Baker Hughes International, McCann-Erickson, Eastman Kodak, DHL Worldwide, Amcor, BBC World Service, Barclays Bank, ABN AMRO, Special Olympics International and British-American Tobacco.

He earned his PhD and MS from Cornell University and his BA from the State University of New York at Binghamton.

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Vipin Ramani

Entrepreneur and Investor

Dr. Vipin Ramani is an entrepreneur and investor. He recently worked to start three AI focused ventures where he is currently leading. Previously, Ramani was the Chief Data & Artificial Intelligence (AI) Risk Executive for Bank of America. He led the risk coverage for Data and AI across the enterprise covering models in Machine Learning, Natural Language and Inferential decision making.

Vipin is Founder and CEO of DeepIndigo. DeepIndigo provides Artificial Intelligence (AI) based customized solutions across various industries. DeepIndigo has implemented solutions for Pricing & Portfolio Optimization, Customer Care, and Process Improvements within Healthcare, Telecommunication, Aerospace and Energy. He is Founder and CEO of SimpliFiData. SimpliFiData is a consulting, analytics and technology services firm focused in the area of Financial Services industry. Vipin is the co-founder and CTO of Early Career Advantage, which is an AI driven product for Career advice. Early Career Advantage evaluates the interrelationships among many variables that contribute towards one’s overall wellness and success.

Vipin graduated from Georgia Institute of Technology in Atlanta, where he majored in Electrical Engineering, and Management. He earned a Ph. D. degree in Computer and Electrical Engineering from Georgia Tech in Atlanta. He also holds certificates in Management from Georgia Tech in Management and Manufacturing from Georgia Tech.

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Louise Reed

Founder, Afloat

Louise Reed’s most recent innovation is Afloat, Inc., which can be accessed at stayafloat.io. Because the company utilizes blockchain technology and smart contracts to automate the exchange of state transferable taxable credits, the average CPA can help a larger client base now save on taxes. Afloat, Inc. started in 2018 and had a soft rollout March 31, 2019. The site is currently focusing on demonstrating a buyer’s and seller’s market on its platform.

Louise received her master’s degree in physics from Duke University and Master of Accounting from University of North Carolina-Chapel Hill. She became a licensed CPA in 2004 and started her own public accounting practice in 2006, where she has offered a discount on payments made with certain cryptocurrencies since January 2018. Louise W. Reed, CPA, PC is a small firm that is transitioning out of small business tax preparation and mitigation and increasingly into litigation support and building Afloat, Inc. Over the course of the past 15 years, Louise has volunteered to beta test a variety of technology solutions for Wolters Kluwer including: Global fx, Axcess, and ePay solution for cryptocurrencies.

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Daniel Ringel

Assistant Professor of Marketing, UNC Kenan-Flagler Business School

Daniel Ringel is a managerial data scientist interested in creating insights into today’s large markets. His work is at the frontier of cross-disciplinary methodology and contemporary marketing problems. His research interests include competitive analysis, data visualization, neural learning, unsupervised learning and the analysis of unstructured data. He currently studies the evolution of markets, the attention economy, and temporal information in natural language processing. His goal is to provide firms with tools and models that inform their strategic decision making.

He received the 2018 EHI Science Award from the German Retail Institute as well as the 2017 German Science Award from the German Marketing Association for his impactful work to practice.

Dr. Ringel worked for more than 10 years in management consulting with a strong focus on marketing, e-commerce, product development and information technology.
He founded a retail and wholesale business in the hobby industry with own brands and product lines as well as production in China.

He received his PhD (summa cum laude) in marketing from Goethe-University Frankfurt, where he also earned his MBA in alliance with Duke’s Fuqua School of Business. He earned his BA in business and economics from Baden-Württemberg Cooperative State University.

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Rodney Sampson

Executive Chairman & CEO, Opportunity Hub (OHUB); Nonresident Senior Fellow, Brookings Institution

Rodney Sampson is heralded as the leading inclusive innovation, entrepreneurship and investment ecosystem builder in the world, particularly given his mission to ensure that everyone, everywhere, particularly socially disadvantaged communities, have equitable access to the new multi-generational wealth creation opportunities afforded in the future of work and fourth industrial revolution as definitive paths to reducing poverty and the racial wealth gap everywhere.

Throughout his 20 year entrepreneurial career, Sampson has cofounded startup companies that have overcome the odds by collectively raising more than $20 million in angel and venture capital, created hundreds of new jobs and generated tens of millions in revenue before acquisition or going public. At the beginning of the 21st century, Sampson co-founded, built and sold Multicast Media Technologies (Streamingfaith.com) and EFactor (EFCT).
He was one of three Black co-founders during this era whose high growth technology startups raised over $1 million in angel and venture capital and were subsequently acquired for eight figures. During this time, Sampson also built Intellectual Currency, a world class integrated go-to-market, publishing and advisory firm with clients ranging from major Hollywood film studios, cable networks, tech companies, global corporates, publishers, the United States government, African heads of state and leading Black church denominations. Since 2007, Sampson has worked closely with high growth startups and seed stage venture funds as a selective advisor, investor, and limited partner. His current investment and advisory portfolio include Cross Culture Ventures, TechSquare Capital, Digit, York Exponential, Plum.io, Patientory, The Mentor Method and Momentum Learning.

In 2013, Sampson cofounded Opportunity Hub (OHUB) as a follow up to the highly successful Kingonomics’ book release and large-scale conferences in Atlanta, GA and Washington, D.C. OHUB scaled quickly to become the leading multi-campus coworking space, entrepreneurship center and tech hub featuring over 300 events a year, a startup pre-accelerator, coding boot-camp, and scholarship initiative and angel investing platform for founders from underestimated and under-tapped communities. Over 15,000 people walked through OHUB’s doors each year. From 2015-17, Sampson was a Partner at TechSquare Labs, a tech hub, seed stage venture fund and creator of the $100,000 Atlanta Startup Battle.

Today, TechSquare Labs’ portfolio companies have raised follow on capital of nearly $300 million, are valued at over $1.5 billion, generate over $100 million in annual recurring revenue and employ over 1000 people and growing. He remains the largest minority limited partner in the fund. Today, as Executive Chairman & CEO of Opportunity Hub and OHUB Foundation, Sampson is focused on scaling OHUB as the definitive global future of work, opportunity and wealth creating platform by ensuring that everyone, everywhere has early exposure to tech, startup and venture; in demand technology education, training and talent placement; inclusive entrepreneurial ecosystem building; and capital formation. This is driven by the thousands of college and young professional members and growing from hundreds of colleges and universities across America and beyond. OHUB is a supplier, vendor and partner to over 50 tech companies, major corporations, high growth startups, venture funds, municipalities, foundations, associations, colleges and universities and growing.

Current national initiatives include OHUB@Cities, OHUB@Campus, HBCU@SXSW, 100 Black Angels Fund I and DEIS, a new strategy, service and future software platform to operationalize diversity, equity and inclusion across the major divisions of growing enterprises. Sampson is also a Nonresident Senior Fellow in the Metropolitan Policy Program at the Brookings Institution in Washington, D.C. and a Professor of Entrepreneurship at Morehouse College in Atlanta, GA. Sampson previously served as the 1st Head of Diversity at Mark Burnett Productions, executive producers of the hit ABC show, ABC’s Sharktank.

A strong believer in philanthropy and its role in social impact and advocacy, Sampson supports and serves on the boards of Artificial Intelligence for All (AI4All), Multicultural Media, Telecom and Internet Council (MMTC), International Bishops Conference, and GA Technology for All Policy Summit.Sampson was educated at Tulane University, Pennsylvania State University College of Medicine and Keller Graduate School of Management.Sampson resides in Atlanta, GA with his wife and six children.

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Douglas Shackelford

Dean and Meade H Willis Distinguished Professor of Taxation, Kenan-Flagler Business School

Douglas A. Shackelford is the dean of UNC Kenan-Flagler. He is a seasoned academic leader, business education innovator and internationally recognized scholar.

An award-winning researcher and teacher, his work focuses on taxes and business strategy. His current areas of interest include the effects of shareholder taxes on equity prices, taxation of multinationals and disclosure of corporate tax information.

Dr. Shackelford served as the first associate dean of MBA@UNC, the innovative online MBA program, from 2010 until he became dean on Feb. 1, 2014. He served as senior associate dean for academic affairs from 2003-2007, and associate dean of the Master of Accounting Program from 1998-2002.

He is the former director of the UNC Tax Center, which he founded in 2001.

Dr. Shackelford is a research associate at the National Bureau of Economic Research (NBER) in Cambridge, Mass. He has published widely in accounting, economics, finance and law journals.

He has held visiting faculty positions at Stanford University, Universiteit Maastricht in the Netherlands and Oxford University.

A CPA, he was a senior tax consultant with Arthur Andersen in Boston and Greensboro from 1981-85.

He received his PhD from the University of Michigan and his BS from UNC-Chapel Hill.

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Shadi Shahin

Vice President of Product Strategy, SAS

As vice president of product strategy, Shadi Shahin is responsible for leading Product Management, Price and Offering Management, as well as the Enterprise Excellence Center teams. His background as an IT professional began at IBM more than 25 years ago eventually leading Wolters Kluwer, and most recently, RedHat. Along the way, Shahin’s teams pushed the boundaries within data, analytics, and next-generation technologies. This included creative integrations of SAS into an open architecture ecosystems. His guiding principle at is to infuse both a customer and practitioner perspective into a pragmatic and collaborative SAS roadmap.

Diana Shaw

Manager Americans Artificial Intelligence, SAS Global Technology Practice, SAS Institute SAS

Diana Shaw leads a team of data scientists in creating practical, effective AI applications. I'm focused on helping customers apply advanced analytics, machine learning, natural language processing and forecasting to solve their most complex problems.Diana has spent the last 19 years mining data, troubleshooting problems, developing technical solutions including streaming IoT solutions. She leads a team of data scientists creating tangible AI applications using SAS technology. Diana is a true practitioner with a penchant for solving complex business problems throughout the entire analytics life cycle. Diana has a bachelor’s in metallurgical engineering, an MBA and a master’s in analytics. Her experience spans steelmaking, automotive manufacturing, bridge construction, building controls, and banking.

Donghwa Shin

Assistant Professor of Finance, UNC Kenan-Flagler Business School

Donghwa Shin’s research interests center around FinTech, financial innovation and consumer finance. His recent research examines crowdfunding in the blockchain economy and manipulative trading practices in the cryptocurrency market. In another line of research, Dr. Shin studies investors’ behavioral biases in the market for complex retail financial products.

Before he began his academic career, he worked as a machine learning engineer for three years in a startup in South Korea. He received his PhD and MA in economics from Princeton University, and his BS in industrial engineering from Seoul National University.

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Dan Stancil

Executive Director, IBM Q Hub at NC State

Daniel Stancil is the Alcoa Distinguished Professor and Head of the Electrical and Computer Engineering Department at North Carolina State University. His early interest in radios and electronics launched an engineering career that has been--and continues to be--fun and rewarding.

Along the way he picked up engineering degrees from Tennessee Tech (B.S.E.E.) and MIT (S.M., E.E. and Ph.D.). He has spent many years as a professor of Electrical and Computer Engineering at both Carnegie Mellon University and NC State. While at CMU he served as Associate Head of the ECE Department, and Associate Dean for Academic Affairs in the College of Engineering. He has been Department Head at NC State since 2009.

His research has included such varied topics as magnetic films, optics, microwaves, wireless channels, antennas, remote labs, and particle physics. Technology for distributing wireless signals through HVAC ducts that Dr. Stancil and his students developed has been installed in such major buildings as Chicago’s Trump Towers and McCormick Place Convention Center. The demonstration of neutrino communications by a multidisciplinary team coordinated by Dr. Stancil was recognized by Physics World Magazine as one of the top 10 Physics Breakthroughs of 2012. Additional recognitions that his work has received have included an IR 100 Award and a Photonics Circle of Excellence Award. Dr. Stancil is a Fellow of the Institute of Electrical and Electronics Engineers, and a past-president of the IEEE Magnetics Society.

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Jay Swaminathan

GlaxoSmithKline Distinguished Professor of Operations, Kenan-Flagler Business School

Jayashankar (Jay) Swaminathan is the GlaxoSmithKline Distinguished Professor of Operations. He is an internationally recognized thought leader in productivity and innovation in operations related to retail, healthcare, customization, sustainability, agriculture, e-commerce and emerging markets.

He teaches courses in global operations, global execution models and global supply chain strategy and management. Dr. Swaminathan has published more than 100 articles on these topics and is the author of “Indian Economic Superpower: Fiction or Future?”

He has received numerous awards, including the National Science Foundation CAREER Award, George Nicholson Prize, Schwabacher Fellowship and Weatherspoon Distinguished Research and Excellence in Teaching awards.

He has been a principal investigator on grants from the National Science Foundation, Obama-Singh Knowledge Initiative and U.S. Department of Education.

The Production and Operations Management Society (POMS) inducted him as POMS Fellow, a lifetime honor that recognizes exceptional intellectual contributions through research and teaching, in 2015. The Institute for Operations Research and the Management Sciences (INFORMS) inducted him as a fellow in 2018.

A fellow of the Academic Leadership Program in the Institute of Arts and Humanities at UNC, Dr. Swaminathan has served UNC Kenan-Flagler in many leadership roles including senior associate dean for academic affairs, associate dean for the Global OneMBA Program and UNC-Tsinghua Dual Degree EMBA Program, director of the Global Business Center and chair of the operations area.

He has also served as vice president of INFORMS and MSOM society and as president of POMS College of Supply Chain Management. He currently serves as a department editor for Management Science and Production and Operations Management journals.

Dr. Swaminathan has consulted with numerous firms over the last two decades, including AGCO, Agilent, CEMEX, Cisco, IBM, Kaiser, McKinsey, Nokia, Public Health Institute, Railinc, Samsung, Sara Lee, Schaeffler Group, TVS Motors, UNICEF and the U.S. Navy.

His work with UNICEF led to major changes in the global supply chain planning and execution for Plumpy’Nut (RUTF) into Africa. His work to configure-to-order assembly using vanilla boxes impacted the electronics industry in the 1990s.

He received his PhD and master’s in industrial administration from GSIA (now Tepper) at Carnegie Mellon University and his bachelor’s degree in computer science and engineering from the Indian Institute of Technology, Delhi.

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Brad Wallace

Principal EY Digital Advisory, Ernst & Young LLP

Brad is a Principal in the Ernst & Young LLP Digital Advisory Practice where he focuses on innovation in consumer banking. Brad has over twenty years of experience, split between consulting, product innovation, and business development.

Brad is a big proponent of combining the best of what Banks and FinTechs have to offer in order to elevate the ease and effectiveness of banking.

Brad holds a BS in Electric Engineering from North Carolina State University, Summa Cum Laude.

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Lauren Weymouth

Senior Manager, University Partnerships, Ripple

Lauren Weymouth manages Ripple’s University Blockchain Research Initiative. She looks for ways for Ripple to collaborate with leading universities around the world to support and accelerate academic research, technical development and innovation in blockchain, cryptocurrency and digital payments.

Lauren Weymouth manages Ripple’s University Blockchain Research Initiative. She looks for ways for Ripple to collaborate with leading universities around the world to support and accelerate academic research, technical development and innovation in blockchain, cryptocurrency and digital payments.

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Chris Wicher

AI Research Fellow, Kenan Institute

Chris Wicher recently retired as the Director of AI Research at KPMG’s AI Center of Excellence. Prior to his time at KPMG, Chris spent 39 years at IBM on its software development team. He led numerous IBM product engineering teams, including the original invention of IBM Visual Age and IBM WebSphere. Chris headed up the engineering and delivery of the first commercial IBM Watson systems, as Vice President of Watson Engineering. He holds multiple patents for his innovations at both IBM and KPMG.

Chris received his bachelor’s degree in math and his MBA from the University of Santa Clara. He also has a master’s degree in math at UCLA.

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Stefan Woerner

Global Leader for Quantum Finance & Optimization & Research Staff Member, IBM Research

Dr. Stefan Woerner is the Global Leader for Quantum Finance & Optimization and a Research Staff Member in the Quantum Technologies group of the Science & Technology department at IBM Research - Zurich. The focus of his research is the development and analysis of quantum algorithms for optimization, simulation, and machine learning as well as their practical applications, particularly in finance or supply chain management.

He received a Master of Science in Applied Mathematics from ETH Zurich in 2010, and a Doctor of Sciences in Operations Management from ETH Zurich in 2013 for his thesis on Convex Optimization in Supply Chain Management.

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Brett Wujek

Principal Data Scientist, Artificial Intelligence and Machine Learning, SAS

Dr. Brett Wujek is a Principal Data Scientist with the Artificial Intelligence and Machine Learning division in SAS R&D. He helps evangelize and guide the direction of advanced analytics development at SAS, particularly in the areas of machine learning and data mining. His formal background is in design optimization methodologies, receiving his PhD from the University of Notre Dame for his work developing efficient algorithms for multidisciplinary design optimization.

 
 

Kenan Institute of Private Enterprise

Established in 1985 by Frank Hawkins Kenan, the Kenan Institute of Private Enterprise is a nonpartisan business policy think tank affiliated with the UNC Kenan-Flagler Business School. The nonprofit institute and its affiliated centers convene leaders from business, academia and government to better understand how the private sector can work for the public good. The institute leverages best-in-class research to develop market-based solutions to today’s most complex economic challenges. In doing so, the institute aims to support businesses and policies that better the lives of people in North Carolina, across the country and around the world.

kenaninstitute.unc.edu


Generous support has been provided by:

 
 
A Frank Hawkins Kenan Institute of Private Enterprise Event