Center for Finance Strategy & Innovation


CFSI - AI,IOT and Blockchain Digital Innovation Strategies


Learn More about the Event

The Dallas-Fort Worth region is a hot-bed for IT, technology and supply networks. It should be a leader in effective corporate utilization of emerging technologies. Our goal is to help make this a reality. The Center intends to be a focus for efforts to improve the region’s utilization of emerging technologies to produce corporate value and also capitalize on related changes in private equity finance. The Center’s initiatives track the University’s strategic plan to become an economic engine for the region. The initiatives are grouped in four areas.

Professional assistance for companies and career-development/educational opportunities for students are delivered through corporate applications projects administered through the Center as student internships in emerging technologies or private equity finance. The resultant work-product is in high demand.

Other assistance is programmatic intended for business leaders who are decision makers and for alumni. We build on partnerships with technology leaders and organizations to produce curated programs advancing corporate adoption of selected technologies. Most importantly, these programs guide potential and active-user companies in building corporate value using the technologies. As a second programmatic activity, we organize conferences on private equity and public-private partnership topics which keep the investment community updated on important developments. The Center is able to engage in discussions at the board or senior management level regarding strategies and corporate transformation.

The fourth branch of the Center’s activities includes the execution of applied research projects supporting government policy makers and the publication of unique economic indexes.

Partnerships and peer networks are central to the work of the Center for Finance Strategy & Innovation. Our partners are attracted to the subject matter experts we attract in both the technological and strategic aspects of business. Being at a university, we are seen as a neutral body committed to raising standards of performance.

While centrally interested in the strategic, transformational and educational issues that arise around adoption of disruptive technologies such as artificial intelligence, blockchain, machine learning, data analytics, virtual reality and robotics, our field of interest extends to creative forms of investment and fund-raising, especially private equity. This interest reinforces our concern with business performance and shareholder value maximization.

The Center was co-founded in 2009 by Dr. David Springate and Elizabeth Jones within the disciplines of applied finance and value creation. We are made up of an advisory board, executive fellows, data scientists, teaching faculty and cooperating students.

           

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.

The Center’s approach of curated outreach programs built around the examination of leading-edge practices and cutting-edge student internship projects, all based on a serious financial discipline, benefits faculty, students and the business community.

Mission

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

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

CFSI has an important role in a changing world. In our outreach programs relating to digitalization, 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 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.

Our conferences on private equity and public-private partnerships have historically provided important insights for professionals in the field. Capital formation and usage is always changing. We promote discussion of relevant topics./p>

The internship programs of CFSI are unique. Tied to advanced technologies and advanced finance, they provide students the opportunity to gain additional real-world experience, faculty guidance, recognition, owned intellectual property, academic credit and pay for contributions.

Research projects in support of government policy makers and the publication of economic indexes are included in our mission.

Harvesting AI, IoT and Blockchain Digital Innovation Strategies: Unlocking Business Value

Agenda Highlights

  • Program introduction by one of the technology giants of blockchain
  • Two expertly guided panel discussions relating to artificial intelligence, internet of things and blockchain
  • Consideration of relevant issues of enterprise information
  • Discussion with the audience

Location and Time

Wednesday, November 7, 2018.
Presentation 2:00 pm to 5:30 pm
Networking hosted reception 5:30 to 6:30 pm
Program organized and presented in partnership with IBM
Location: IBM Innovation Center – Dallas
1177 S. Belt Line Rd. Coppell, TX 75019

Panelists

  • Gurvinder Ahluwalia, Faculty Member of CFSI and Founder of Digital Twin Labs, Co-Founder/COO Beyond Protocol
  • Aamer Charania, Director,Data Science,Capital One
  • Brendan Cooper, Director of Digital and IT Systems, Panini America
  • Sylvia Karmanoff, CTO for Flobal Transportation Sector, Intel
  • Rob Palacios, Director TCB Labs at Texas Capital Bank
  • Rohit Rai, Vice President, Competitive Supply Chain, Lockheed Martin (retired)
  • Dilip Rane, Senior Director of Innovation, Pepsico
  • Kurt Wedgewood, Blockchain Leader for Distribution Sector, IBM
  • Alex Syskos, Chief Growth Officer, everseen

Download Flyer

CFSI Unlocking Value Through Innovation Series

11/7/18 Harvesting AI, IoT and Blockchain Innovation Strategies – Unlocking Business Value
6/26/18 Decentralization of Trust – Unlocking Value in Food and Drug Supply Chains
9/21/17 Uses of Blockchain – Unlocking Value Though Business Innovation, featuring Toyota

Past Events

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

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

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

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

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

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

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

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

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.

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

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

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

Internship Programs

The Center for Finance Strategy & Innovation is able to offer assistance to corporations with whom we have a cooperation agreement to use student interns attached to the Center. Help is available in the areas of blockchain design and coding, artificial intelligence design and coding, and data analysis.

The interns themselves are graduate students in the Master of Science in Financial Engineering and Risk Management Program or Master of Science in Business Analytics Program and students in the Jonsson School of Engineering and Computer Science. Work arrangements are carried out through appropriate, legal structures.

In return for such assistance, cooperating companies usually provide some financial support to the Center.

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 2011. XBRL became the required reporting language for submissions to the Securities and Exchange Commission in 2009. Many submissions before 2011 are incomplete.

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 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 first 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.

Future Programs Under Consideration

The Center is investigating the feasibility of a non-degree, shorter program aimed at educating professionals in making the business case for the adoption of emerging digital technologies. The business case includes proof of concept, impact on corporate strategy, implementation plans and valuation. The use of both student interns in the Center and program participants to construct a proof of concept for specific industry groupings is envisaged.

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 large and small 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 over the years include 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.

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 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, Former 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.

Chief 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 assistance of the appointee below.

  • Mr. Rodney Thomas – Encore Fellow – Biography

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