Center for Finance Strategy Innovation


Our Center was co-founded in 2009 by Dr. David Springate and Elizabeth Jones within the disciplines of applied finance and value creation. CFSI promotes the adoption of technologies, business strategies and financial strategies that result in increased corporate value. We run programs to meet this objective. Specifically, we educate leaders to unlock or create value in existing corporations and investments. We organize and direct applied research projects that support policy makers. We operate using partnerships and peer networks. We are made up of an advisory board, executive fellows, a data scientist and teaching faculty.

Our field of interest concentrates on new forms of investment and fund-raising, especially private equity. We are centrally interested in the strategic, transformational and organizational issues that arise around digitalization and contemporary adoption of disruptive technologies such as blockchain, artificial intelligence, data analytics, virtual reality and robotics. This interest reinforces our concern with business performance and shareholder value maximization.

CFSI has an important role in a changing world. In our major programs, we feature guided discussion among those leading the process of unlocking and creating corporate value through disruptive strategies and technologies. We do this both to allow the innovators to learn from each other and to help educate our audience – decision makers in other firms adapting to opportunities and disruption. In our programs, important topics are explored. Examples include recent technology trials, currently viable systems, project returns, implementation issues, opportunities created, and integrity of data.

The entire approach of curated outreach programs built around the examination of leading-edge practices, all based on a serious financial discipline, benefits faculty, students and the business community.

           
  • Connect with the Director
  • Vision & Mission
  • Events
  • Outreach
  • Sponsors
  • CFSI Team

Connect with the Director

Welcome to the Center for Finance Strategy Innovation. We are a bridge between the Jindal School of Management and its wider constituencies. Let us know how we can better develop thought leadership and promote professional capability in practitioners, graduate students and recent alumni.

David Springate, PhD Director and Co-Founder, CFSI
Elizabeth Jones Associate Director and Co-Founder, CFSI

Vision

The vision of the Center is to be an active, engaged partner to those developing and pursuing more productive, responsible and innovative uses of capital and financial technology. Our activities are structured to be of value to faculty and students in the Jindal School of Management, to a wider community of investors, finance professionals and corporations, and to the state of Texas.

Mission

The Center focuses on education and research programs in areas crucial to today’s economy and today’s financial context. These include:

  • Digitization of finance
  • Security of data and transactions
  • Corporate transformation
  • Restructuring and turnarounds
  • Recapitalizations
  • Fintech
  • Risk management
  • Funding of innovation
  • Private equity
  • Project finance
  • Public-private partnerships
  • Competitive advantage
  • Business strategy
  • Globalization

Decentralization of Trust – Unlocking Value in Food and Drug Supply Chains

Tuesday, June 26, 2018. 9:30 am to 3:30 pm
Program organized and presented in partnership with IBM

Location:
IBM Innovation Center – Dallas
1177 S. Belt Line Rd. Coppell, TX 75019

Program will consider:

  • Sourcing Trust
  • Manufacturing/Processing/Transactions Trust
  • Inter-organizational Transactions Trust

Two panels, one keynote speaker

Keynote Speaker: Mike Anderson, CIO, CROSSMARK

Food and Grocery Panel:

  • Alex Siskos – Former President North America, Blue Yonder
  • Archana Sristy – Digital Leader, Walmart
  • Alan O’Herlihy – CEO and Founder, Everseen
  • Karl Bedwell – Senior Director, Walmart

Drug and Pharma Pane:

  • RishiKhullar – Chief Product /Technical Officer, Pharmaceutical Strategies Group
  • Tim Gorman – Former VP of Asset Protection, Walgreens
  • Pam Machemehl-Helmly – Founder and Chief Science Officer, Wellnicity
  • Ven Kumar – CTO Pepsico Account, IBM

Attendance is by invitation only. Intended for business executives and senior I.T. executives. Seating is limited.
Lunch will be provided
If you would like to be invited, please contact the Center’s director at spring8@utdallas.edu

Past Events

The Center for Finance Strategy Innovation Center sponsors a number of conference, panel, and workshop programs each year. Recent programs (below) have concentrated on private equity, hedge fund, growth capital, public-private partnerships, and turnaround topics.

  • “Blockchain in the Enterprise” With Tech Titan Security Forum

    Wednesday, April 11, 2018. 3:00 pm to 5:00 pm
    Title: Tech Titan Cybersecurity Forum About Blockchain in the Enterprise
    Location: Federal Reserve Bank of Dallas

    Join us for this jointly sponsored program. The panelists and content have been coordinated by Craig Hall, Fellow at the Center for Finance Strategy Innovation (CFSI) with the help of Elizabeth Jones, Associate Director of CFSI. The primary event organizing group is Tech Titans. The host is the Federal Reserve Bank of Dallas.

    Panelists

    Lead Participant and Moderator: Gurvinder Ahluwalia, Executive Faculty Member at CFSI, Founder of Digital Twin Labs

    Stephen Ellis, North Texas Blockchain Alliance
    Ven Kumar, IBM, Advisory Board Member at CFSI
    Mark Rasmussen, Jones Day
    Jon West, Thomson ReutersTax and Accounting

    The program includes discussion and coverage of smart contracts, international business contracts, supply chain, security, standardization and regulations

    The link for registration is Blockchain in the Enterprise – Dallas Federal Reserve Bank – April 11

  • Uses of Blockchain: Unlocking Value through Business Innovation

    Thursday, Sept. 21, 2017
    Presented by Center for Finance Strategy Innovation
    Naveen Jindal School of Management

    11:30 a.m.

    Registration

    Noon – 1:30 p.m.

    Luncheon and Keynote Speaker

    • Opening conference remarks
      Dr. David Springate, Director
      Center for Finance Strategy Innovation
    • Welcome
      Dr. Hasan Pirkul, Dean, Caruth Chair of Management
      Naveen Jindal School of Management
    • Keynote introduction
      Dr. David Springate
    • Keynote Speaker
      Chris Ballinger, CFO and Head of Mobility Services, Toyota Research Institute CFO and Chief Officer, Strategic Innovation, Toyota Financial Services

    1:30 – 1:45 p.m.

    Networking/Break

    1:45 – 3:15 p.m.

    Panel 1: Blockchain in the Business Mainstream

    • Introductions
      Elizabeth F. Jones, Center for Finance Strategy Innovation
    • Blockchains in government, trade and finance
      Nitin Gaur, IBM Blockchain Labs
    • Blockchain disruptions in banking and financial services
      Dr. Jared Harwayne-Gidansky
    • Corporate uses of blockchain in supply chain management and the energy sector
      Dr. Tyler Smith, ConsenSys
    • Blockchain in corporate securities, corporate finance, private equity and capital markets
      Rick Winnard, Symbiont.io

    3:15 – 3:30 p.m.

    Refreshments/Break

    3:30 – 5 p.m.

    Panel 2: The Future of Blockchain

    • Introductions
      Craig R. Hall, Caudicum and Center for Finance Strategy Innovation
    • Blockchain and the future of energy markets
      Mark D’Agostino, Grid+/ConsenSys
    • Blockchain and the future of smart digital payment platforms
      James Johnson, MoneyGram and Oaken Innovations
    • Blockchain and the future of AI and supercomputing in healthcare
      Dr. Tom McNeill, Nimbix and Ingentium
    • Blockchain and the future of capital formation and “smart contracts”
      Ron Smith, Norton Rose Fulbright

    5 – 6:30 p.m.

    Networking and Demonstrations

    • Dr. David Springate/Final remarks
    • Happy Hour
    • Blockchain Showcase
    • Makerspace Marquee Demonstrations

    Conference Leaders

  • Second Annual Private Equity Funds Symposium

    Key Speakers:
    Kevin Boardman, Partner, Patton Boggs LLP
    Gregg Buksbaum, Partner, Patton Boggs LLP
    James Cheng, President & COO, NPIC (Natural Polymer International Corp.)
    Harvey Fine, Managing Director U.S. Global Investments and Strategies, Fosun
    Stephen Foote, Director, Northleaf Capital Partners
    Kim Garber, Co-Founder and Principal, CORE-CCO, LLC
    Gus Gatzios, Managing Vice President of Strategic Access Platforms at Ontario Municipal Employees Retirement System
    Micah Green, Partner, Patton Boggs LLP
    R. David Kelly, Chairman, Teacher Retirement System of Texas
    Roman Kikta, Managing Partner and Founder Mobility Ventures
    Shoa-Kai Liu, Founding investor of RenRen
    Paul Louie, North American Partner, Long March Capital
    Matt O'Reilly, Chief Investment Officer, San Antonio Fire and Police Pension Fund

  • First Annual Private Equity Funds Symposium

    Key Speaker: Ronnie Jung, Texas Teachers Retirement System

    Representative Speakers:
    Don Moorehead, Patton Boggs
    Kim Garber, US Securities and Exchange Commission
    Carl Kopfinger, TD Bank
    Joy Brawner, McGladrey
    Suzanne Kriscunas, Riverside Company
    Brett Palmer, National Association of SBIC’s
    Tony Schell, Escalate Capital
    Roman Kikta, Mobility Ventures
    Conner Searcy, Insight Equity

  • “Buying Neiman Marcus: The Winning Combination of a Global Investor and a Strong Brand” With Canadian Consulate of Dallas

    Opening Remarks: Mike Rawlings, Mayor of Dallas

    Keynote Speaker: André Bourbonnais, Senior Vice President of Private Investments, Canada Pension Plan Investment Board

    Sponsor: USI Southwestern

  • Conference in partnership with Texas Hedge Fund Management Association

    Panelists:
    Peruvemba Satish, Allstate Investments
    Todd Centurino, Teachers Retirement System
    Philip Durst, TollesonWealth Management

  • The Governance and Financial Tools of Public-Private Partnerships

    Panelists:
    David Leininger, Dallas Area Rapid Transit (DART)
    Paul Wageman, North Texas Tollway Authority (NTTA)
    Sasha N. Page, IMG
    Paul N. Wageman, North Texas Tollway Authority (NTTA)
    Robert M. (Bob) Brown, P.E., TXDOT
    Michael Morris, P.E., Transportation Department of the North
    Central Texas Council of Governments (NCTCOG)
    Col. Dennis Beal, USMC (Ret.), Texas A & M University System
    Hon. Cynthia Figueroa, Attorney
    Paris Rutherford, Catalyst Urban Development, LLC
    John N. Crew, Public Werks, Inc.
    Stephen W. McCullough, Public Werks, Inc.

  • Turnarounds, Restructurings, and Distressed Investing

    Panelists:
    Conner Searcy, Insight Equity
    Michael Bruder, Macquarie Group
    Jay Lucas, Lucas Group
    Don Bibeault, Verto Partners
    Harry Gray, Verto Partners

  • Succeeding With Financing in a Time of Economic Uncertainty

    Panelists:
    Rick Pelini, Vice President and Treasurer of Lennox International
    Henry Schopfer who has served as CFO of four public mid-sized companies
    Mahesh Shetty, Chief Operating Officer and Chief Financial Officer of Encore Enterprises
    David Whiting, Senior Vice President and head of Comerica Bank’s Technology and Life Services Division
    Suzanne Lovett, Senior Vice President of Wells Fargo Capital Finance

  • Where Will Growth Capital Come From?”

    Panelists:
    Trey Vincent, Riverside Company
    Mary Jo Hoch, Capital One Bank
    David Oden, Haynes and Boone
    Ron Stacey, Legacy Advisors
    Jorge Joramillo, ORIX Leveraged Finance

Economic Updates

The Center supports a website which tracks an Index of Financial Performance, an Index of Financial Mobility, and a number of component financial indicators. Collectively, these track the financial health of all publicly traded corporations in Texas which have reported data, as required, to the Securities and Exchange Commission. The website is updated quarterly with information on profitability, sales increases, return on assets, return on sales and inventory used. Also reported is information on cash holdings, short-term debt, long-term debt and dividend payments. The series starts in 2009 when XBRL became the required reporting language for submissions to the Securities and Exchange Commission.

Data on the Four Largest Metropolitan Statistical Areas

Data is provided for Texas and for each its four largest Metropolitan Statistical Areas, as defined by the US Office of Management and Budget. The metropolitan areas include:

  • Dallas – Fort Worth – Arlington Metropolitan Statistical Area (19100)
  • Houston – The Woodlands – Sugar Land Metropolitan Statistical Area (26420)
  • San Antonio – New Braunfels Metropolitan Statistical Area (41700)
  • Austin –Round Rock Metropolitan Statistical Area (12420)

Dallas-Area Data Subsets

In addition, four sub-sets of data for the Dallas – Fort Worth – Arlington Metropolitan Statistical Area are tracked:

  • The 50 largest DFW companies by revenue (can change by quarter)
  • Public companies not classified as one of the 50 largest
  • Companies classified as being Oil-Based Companies (SIC xxx)
  • Public companies not classified as being an Oil-Based Company

Additional Information

Education

Development and Delivery of MBA/MS Courses

Graduate courses have been developed and are delivered in the areas of corporate renewal, private equity finance, entrepreneurial finance, turnarounds and restructurings, enterprise transformation and international financial management.

Case Research

Many original case studies have been authored and published by Center leaders. Some have been reprinted. The start of a new series of timely case studies, reflecting the new context of finance, will be released later in 2018. The studies will be useful to both professionals in the field and graduate students.

Support for Decision Makers

Public Policy Makers

Through impartial analysis in its area of expertise the Center actively supports improvements in public policy especially through public-private partnerships of different kinds and involving different levels of governments. In the areas of finance, economic development and innovation the Center is able to help frame issues and analyze needs for consideration by policy makers. The Center does not position itself as an active advocate or active promoter of specific courses of action in the public sphere. In recent years, we have partnered with the Texas Legislature, the City of Cedar Hill, and Dallas Arts District.

Enterprise and Corporate Transformation

The Center supports corporations in their transformation endeavors when the opportunity is appropriate. Such support may include diagnosis of needs, design of an integrated business plan for transformation and/or the implementation of the plan. The recent economy continues to produce many such opportunities. Recognizable names with whom we have partnered include Toyota, JC Penney, Target, Fujitsu, and Tektronix.

Financial Management

For several years, the Center has provided faculty speakers for the Professional Development Program of the Financial Executives International Dallas Chapter.

Sponsors

The company below has served as a major conference sponsor in the academic year 2017-18.

Enaxis Consulting

CFSI Team

Co-Founders and Directors

  • Dr. David Springate Biography

    Dr. David Springate, Finance Professor, Jindal School of Management, UT Dallas. His teaching and research interests include corporate finance, valuations, private equity finance, turnarounds and restructurings. He is the founding director of the Executive MBA Programs at University of Texas at Dallas and currently serves as the Academic Director. David holds a doctorate in Corporate Finance from the Harvard Business School. His research papers have appeared in notable academic journals. Many of his published cases have been reprinted. Additionally, he has testified before a committee of the Canadian Parliament. He is past chapter president and now board member of Financial Executives International, a board member of the Harvard Business School Club of Dallas, and a Fellow of the Dallas Committee on Foreign Relations. David was the first Associate Dean for Executive Education at UT Dallas. Previously he was professor at IMD in Switzerland, at SMU, and the University of Tennessee. He was employed in investment banking in Geneva for several years with an affiliate of Banque Hentsch. In addition to his PhD, he earned an MBA from the University of Western Ontario (Ivey School), and holds electrical engineering degrees from Royal Military College of Canada and the University of Alberta. He also served as an Air Warfare Systems engineering officer at the Central Experimental and Proving Establishment of the Royal Canadian Air Force.

  • Ms. Elizabeth F. Jones Biography

    Elizabeth F. Jones, is a visiting graduate finance and strategic management professor who for more than fifteen years has taught and led business advisory projects in private equity finance, risk management, and technology innovation. Concurrently, she serves on corporate boards and is a strategic advisor for private equity backed companies. She has over 27 years of finance experience as a management consultant with McKinsey & Co., investment banker, private equity financier, SEC financial expert and corporate venture capitalist. She also has a long history of public service as an elected official, trustee, director and strategic advisor. She has served on the National Board of Examiners of the Malcolm Baldrige National Quality Award & Performance Excellence Program. Elizabeth received her BA in Economics and Political Science from Wellesley College, an MBA from Erasmus University Netherlands), and is a graduate of the Harvard Kennedy School of Government Senior Executives in State & Local Government program. She holds a Governance Fellow designation from the National Association of Corporate Directors and is a recipient of the MIT Alumni Association Presidential Citation award.

Advisory Board

  • Mr. Charlie Bahr Biography

    Charlie Bahr, President of Bahr International, Inc. a Dallas-based turnaround company for cash flow and value enhancement that has assisted hundreds of troubled firms. The company’s proven business methods have been featured in many leading business journals, including Success, Sales & Marketing Management, Business Age and the Dallas Business Journal. An MBA graduate of Harvard Business School, Charlie serves on the School’s Board of Advisors. His undergraduate degree is in Electrical Engineering from Rensselaer Polytechnic institute. He is active in Financial Executives International and Success North Dallas.

  • Ms. Marion Flores Biography

    Marion Flores, Partner SeatonHill. Marion presently serves in a premier fractional and interim CFO services firm assisting senior management of smaller and mid-sized businesses with strategic direction for growth, capital investment, and acquisitions. Prior to this, she led all non-technology functions, including finance, accounting, business development and administration, for Vistas Unlimited. A high technology development company, it was acquired by ESPN Emerging Technology Group. Earlier, she was Executive Vice President and Chief Financial Officer of The Bloom Companies. She led the restructuring, merger and ultimate sale of the agency to world media services leader Publicis. Marion’s initial consulting experience was while employed at Booz Allen & Hamilton. She was a banking officer at Interfirst (now BankAmerica). Marion holds a B.A. degree from Wellesley College and an MBA degree from Columbia University.

  • Mr. Ven Kumar Biography

    Ven Kumar is the Chief Technical Officer for IBM assigned to PepsiCo. He was previously the CTO for the Walmart account for five years. His interest and specializations is in Blockchain, AI/Machine Learning, IOT and systems architecture. Ven has over eighteen years of industry experience in retail, consumer packaged goods, high-tech manufacturing, and eCommerce.
    Prior to joining IBM, Ven held positions at HP as the CTO for the Nike Account Team where he was involved in the deployment and testing of their Fuelband ( wearable) prior to the London Olympics. Ven has also been an entrepreneur having been founder and CTO of an eCommerce startup ServiceLane.com that was funded by Austin Ventures and Fremont Group. Prior to ServiceLane, Ven spent about 7 years at Oracle Corp as a practice director in their Advanced database technologies team.
    He holds a Bachelors degree in Electronics and Electrical Engineering from VNIT in India.

  • Mr. Scott Mairs Biography

    Scott Mairs, Principal Managing the Dallas Office, Enaxis Consulting. Prior to joining Enaxis, a firm of advisors for technology enablement of business, Scott served as President of plumRHINO, a financial services consulting firm. His previous experience ranges from venture capital and management consulting to leadership positions at Citicorp, Sungard and Bank of America. Scott has led global technology, performance management and enterprise transformations in many countries and programs. This includes online banking, general ledger replacements, mergers and acquisitions, and implementation of the European Monetary Unit. Also, he is a frequent author and speaker on performance management including the Business Performance Engine™ and Strategic Value Continuum™ Corporate Performance Management. He serves on the Leadership Council of the American Lung Association. Scott holds a BS in Computer Science/Math from University of North Texas, a Master’s Certificate in Project Management from George Washington University and an Executive MBA in International Business from Baylor University. He earned PMI’s Project Management Professional (PMP) Certification.

  • Mr. Warren Strickland Biography

    Warren Strickland is the Founder and Owner of Ranger Ventures which is active in several private equity and real estate investments. He is a Director Emeritus of McKinsey and Company, from which he retired as a director after 25 years where he was an industry expert in Oil & Gas, Electric Power, Consumer Packaged Goods, and Industrial Products. He was most recently the global leader of McKinsey’s Organization Design Practice, and led McKinsey’s “Performance Ethic” research on high performing organizations. He also serves as the director of Board of Advisors at Pearson Partners International, Inc. Warren earned a master’s degree in business administration from The Wharton School at University of Pennsylvania, and a bachelor of science degree in mining engineering, with high distinction, from the Mackay School of Mines at University of Nevada, Reno.

Executive Fellows

These practitioners have deep knowledge in particular fields of focus to the Center.

  • Mr. Babar Bhatti Biography

    Babar is a seasoned software entrepreneur with expertise in the areas of digital analytics, artificial intelligence, and technical strategy. Most recently, he was Co-founder of MutualMind, a Dallas-based social analytics company that served B2B customers such as American Airlines, IBM, and Walgreens, and was sold in 2016. Prior to that Babar worked for Sirius XM and Verizon. Currently he is principal at Quantum Grid Labs where he advises companies on machine learning/AI, cloud computing, and product management. Babar holds dual masters from MIT. He also served as Chairman of the MIT Enterprise Forum and is the Co-organizer of Artificial Intelligence Meetups in Dallas.

  • Mr. David Epperson Biography

    David Epperson, President of Briarwood Enterprises LLC, has spent the past twenty years helping companies with complex issues related to strategy, organization, finance and operations. He has worked both independently and in affiliation with leading global consultancies, including McKinsey & Company, advising large multinational clients in the mining, petroleum, chemical, building materials and technology industries. He has served clients in the United States, Australia, New Zealand and South Africa. David has also dealt extensively with logistics and supply chain issues in the building materials and construction industries. Finally, he has also led a number of teams responsible for the financial valuation of both high-tech startups and established industrial and financial services companies. David Epperson served as the General Counsel to the House Judicial Affairs Committee (now the Judiciary Committee) for the 78th Legislature in 2003. David received an MBA from the University of Texas at Austin with additional studies at the London Business School. He earned a JD from the University of Virginia – School of Law and a BA from Baylor University. He has served as a construction leader for a Dallas-area Habitat for Humanity affiliate and is a member of the Advisory Board of the Dallas Museum of Nature and Science.

  • Mr. Harry Gray Biography

    Harry Gray, co-founder of Verto Partners, which is a firm of Fortune 500 CEOs, Big Four partners, and McKinsey, Bain, Booz and BCG alumni that provides corporate strategy, operational improvement and management consulting. Clients include Kleiner Perkins, JP Morgan, CS First Boston, Bass Family, GE Capital, Hambrecht & Quist and NEA Associates. Harry was also Managing Director at RKG Osnos, the nation’s oldest corporate performance advisory firm. He has been a middle-market President/CEO, COO, CFO and board-level advisor for Goldman Sachs Capital, UBS Capital, Arcapita, Hanseatic Capital, MB Financial and TA Associates. Harry was a private equity professional and portfolio company strategy leader at Highland Capital. Prior to this, Harry was an investment banker at Alex Brown & Sons, and a Vice President at Wasserstein Perella & Co., Harry began his career in the US Navy’s warship construction program at General Dynamics. He is a graduate of the US Naval Academy (BS) and Columbia Business School (MBA), where he was a Bibeault Scholar.

  • Mr. Craig Hall Biography

    Craig Hall, currently serves as an Executive Fellow focused on “digital value”. He was recently appointed to the UT Dallas Computer Science Advisory Board of the Erik Jonsson School of Engineering and Computer Science. He is the founder and CEO of Caudicum Company, a blockchain boutique for enterprise solutions requiring cryptologic and identity/governance solutions for legacy systems to operate in secure distributed cloud and internet communications (block-grading existing companies). Craig has worked in government, major global companies and start-up organizations including groups and projects that have won global acclaim. This includes best new technology recognition from Smithsonian Institute, Wall Street Journal and the World Economic Forum. He is a graduate of University of Utah, and has served on trustee technology committees at Carnegie Mellon and the Columbia Business School.

  • Mr. Stephan Mehrholz Biography

    Stephan Mehrholz, Director of Professional Services, NETSCOUT. Stephan leads a global team providing pre-and-post sales solutions design for wireless and NGN operators worldwide. He is an expert in developing new services and competitive differentiation. This includes proactive network management, fraud and risk prevention, disaster prevention and recovery, root cause analysis and problem resolution. He is headquartered in Cologne, Germany. Prior to his present position, Stephan was Director, Global Business Consulting with Tektronix. He began his career with INET Deutschland GmbH. Stephan holds an Executive MBA degree from the University of Texas at Dallas and a Dipl.-Ing. in General Electrical Engineering from Technical University Aachen.

Executive and Academic Faculty

These individuals teach academic courses at the University.

  • Mr. Gurvinder Ahluwalia Biography

    Gurvinder Ahluwalia, Founder of Digital Twin Labs in Dallas, is building Blockchain products and token-based venture formations for some of the largest global brands on Ethereum and other platforms. Previously, he was Chief Technical Officer of IBM’s Technical Solution unit for Blockchain & Cloud and a member of IBM’s Academy of Technology. He is known for seminal work in putting Blockchain on the Internet of Things. Gurvinder is frequently invited to speak at forums including Stanford, MIT, Interop, Samsung Developer Conference, and The Federal Reserve Bank. He holds an MBA from UT Austin and currently serves as an adjunct faculty member for the Jindal School of Management and the Erik Jonsson School of Engineering & Computer Science.

  • Ms. Elizabeth Jones Biography

    Elizabeth F. Jones, is a visiting graduate finance and strategic management professor who for more than fifteen years has taught and led business advisory projects in private equity finance, risk management, and technology innovation. Concurrently, she serves on corporate boards and is a strategic advisor for private equity backed companies. She has over 27 years of finance experience as a management consultant with McKinsey & Co., investment banker, private equity financier, SEC financial expert and corporate venture capitalist. She also has a long history of public service as an elected official, trustee, director and strategic advisor. She has served on the National Board of Examiners of the Malcolm Baldrige National Quality Award & Performance Excellence Program. Elizabeth received her BA in Economics and Political Science from Wellesley College, an MBA from Erasmus University Netherlands), and is a graduate of the Harvard Kennedy School of Government Senior Executives in State & Local Government program. She holds a Governance Fellow designation from the National Association of Corporate Directors and is a recipient of the MIT Alumni Association Presidential Citation award.

  • Dr. Jay Scott Biography

    Dr. James Scott, Lecturer, The University of Texas Dallas. James Scott teaches in the Financial Engineering and Risk Management Graduate Program in the Jindal School of Management, and in the Social Data Analytics and Research Graduate Program in the School of Economics, Political, and Policy Sciences. He holds both doctoral and masters degrees from the University of Texas at Dallas specializing in management, information technology, healthcare, and data analytics. He also holds a Bachelor of Science in Chemical Engineering degree from Texas Tech University. Jay has 28 years of corporate experience in Fortune 500 companies such as Computer Sciences Corporation, KPMG, and Verisign, and served in the U.S. Army as a Satellite Communications Officer for eight years. His current research examines the financial impacts of blockchains using data-analytics.

  • Dr. David Springate Biography

    Dr. David Springate, Finance Professor, Jindal School of Management, UT Dallas. His teaching and research interests include corporate finance, valuations, private equity finance, turnarounds and restructurings. He is the founding director of the Executive MBA Programs at University of Texas at Dallas and currently serves as the Academic Director. David holds a doctorate in Corporate Finance from the Harvard Business School. His research papers have appeared in notable academic journals. Many of his published cases have been reprinted. Additionally, he has testified before a committee of the Canadian Parliament. He is past chapter president and now board member of Financial Executives International, a board member of the Harvard Business School Club of Dallas, and a Fellow of the Dallas Committee on Foreign Relations. David was the first Associate Dean for Executive Education at UT Dallas. Previously he was professor at IMD in Switzerland, at SMU, and the University of Tennessee. He was employed in investment banking in Geneva for several years with an affiliate of Banque Hentsch. In addition to his PhD, he earned an MBA from the University of Western Ontario (Ivey School), and holds electrical engineering degrees from Royal Military College of Canada and the University of Alberta. He also served as an Air Warfare Systems engineering officer at the Central Experimental and Proving Establishment of the Royal Canadian Air Force.

  • Mr. Warren Strickland Biography

    Warren Strickland is the Founder and Owner of Ranger Ventures which is active in several private equity and real estate investments. He is a Director Emeritus of McKinsey and Company, from which he retired as a director after 25 years where he was an industry expert in Oil & Gas, Electric Power, Consumer Packaged Goods, and Industrial Products. He was most recently the global leader of McKinsey’s Organization Design Practice, and led McKinsey’s “Performance Ethic” research on high performing organizations. He also serves as the director of Board of Advisors at Pearson Partners International, Inc. Warren earned a master’s degree in business administration from The Wharton School at University of Pennsylvania, and a bachelor of science degree in mining engineering, with high distinction, from the Mackay School of Mines at University of Nevada, Reno.

  • Dr. Christian von Drathen Biography

    Dr. Christian von Drathen, Assistant Professor of Finance, University of Texas at Dallas. Christian’s interests center in private equity finance and valuation. His academic degrees include a PhD and an MSc from the London School of Economics, an MSc from the London Business School, and a Dipl. W.-Ing. From Universität Karlsruhe in Germany, His recent research relates to reverse leveraged buyouts, private equity backed Initial Public Offerings in Germany, and CEO turnover. His research fellowships include awards from McKinsey, PWC, Abraaj Capital, Terra Firma Capital and Coller Capital.

Data Scientist

This individual runs our data analyses.

  • Dr. Jay Scott Biography

    Dr. James Scott, Lecturer, The University of Texas Dallas. James Scott teaches in the Financial Engineering and Risk Management Graduate Program in the Jindal School of Management, and in the Social Data Analytics and Research Graduate Program in the School of Economics, Political, and Policy Sciences. He holds both doctoral and masters degrees from the University of Texas at Dallas specializing in management, information technology, healthcare, and data analytics. He also holds a Bachelor of Science in Chemical Engineering degree from Texas Tech University. Jay has 28 years of corporate experience in Fortune 500 companies such as Computer Sciences Corporation, KPMG, and Verisign, and served in the U.S. Army as a Satellite Communications Officer for eight years. His current research examines the financial impacts of blockchains using data-analytics.

We are grateful to have the temporary assistance of the appointee below.

  • Mr. Rodney Thomas – Encore Fellow – Biography