Scott Simon, Former Managing Director of PIMCO

Wed 10/1, 6:30pm – 7pm EST
Forum: Cultivating Innovation & Entrepreneurship

Scott Simon has thirty years of experience investing in mortgage backed securities. During his tenure at PIMCO from 2000 to 2013, he was a Managing Director and Head of Mortgage and Asset-Backed Securities Portfolio Management, a rotating member of the firm’s Investment Committee and co-head of the firm’s Private Equity style funds. Scott spearheaded PIMCO’s research and views on residential real estate starting in 2005, positioning the firm’s accounts for outperformance through the extreme housing and MBS volatility that followed.

Prior to joining PIMCO, Scott was the Co-Head of MBS Trading at Bear Stearns from 1995-1999 and Head of MBS Trading at UBS from 1989-1995. Scott spent 1984 to 1989 as a mortgage and arbitrage trader at Lehman Brothers and Goldman Sachs.  Though his role was always as a trader, he was voted onto the Institutional Investor All-America Fixed Income Research Team seven times, including first place awards for mortgage strategies and Mortgage Backed Securities.

Mr. Simon attended Stanford University where he earned a Master’s Degree in Industrial Engineering and a self-designed Bachelor’s Degree.

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Rick Chavez, Chief Solutions Officer, Microsoft Advertising and Consumer Monetization Business Group

Tuesday 9/30, 10:30am -11:30 am EST
Forum: Cultivating Innovation and Entrepreneurship

He is responsible for innovating solutions that enable the world’s most important brands to connect and deeply engage with the customers they serve.   His team works with Global 250 enterprises to solve high-value problems, ones that blend consumer internet and enterprise assets from the broad Microsoft portfolio. In this capacity, he leads an inter-discipline organization that spans field sales, marketing, and engineering, and is comprised of a Consumer Insights team and an xD (Experience Design) team. 

Rick has introduced the ‘Studio Model’: an approach for innovating insight-powered experiences that provide people more of what they want, and less of what they don’t – at work, home, and on-the-go. The insights are based on highly-differentiated frameworks for understanding human behavior, based on the primary research of the Consumer Insights team[1]. These insights are brought to life through design-based capabilities of the xD team. The Studio Model emphasizes co-creation with consumers, brands, and partners, and a test-and-learn iterative approach where are ideas are framed, vetted, and then ‘prototyped into existence.’ In this model, solutions are ‘pulled’ into the market – tuned by the evolving digital habits of consumers and the competitive demands of high-ambition CMOs. 

Rick has 25+ years of experience as an entrepreneur and advisor, helping organizations build substantial market and competitive value through commercializing technology products, services and management approaches. Prior to joining Microsoft, Rick was a managing director at TCG Advisors, a boutique strategy and transformation firm based in Silicon Valley. Some of his work with companies such as Adobe was incorporated in a book on strategy and innovation, Escape Velocity, by Geoffrey Moore (Houghton Mifflin, September 2011). He also served as interim executive and start-up entrepreneur. As interim executive, he was CEO for LOBBY7 and Vice President, Corporate Development for Brix Networks. LOBBY7 was acquired by Nuance (NASDAQ: NUAN) and Brix was acquired by EXFO Corporation (NASDAQ: EXFO).[1] Key frameworks as described in the book by Natasha Hritzuk and Kelly Jones, both on Rick’s team: Multiscreen Marketing: The Seven Things You Need to Know to Reach Your Customers across TVs, Computers, Tablets, and Mobile Phones. CxO implications of these frameworks can be found in the Afterword.

 

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Arthur Brooks, PhD, President, American Enterprise Institute

Wed 10/1, 4pm – 4:30pm
Forum: Cultivating Innovation & Entrepreneurship

Arthur C. Brooks is president of the American Enterprise Institute (AEI). He is also the Beth and Ravenel Curry Scholar in Free Enterprise at AEI.

Immediately before joining AEI, Brooks was the Louis A. Bantle Professor of Business and Government at Syracuse University, where he taught economics and social entrepreneurship.

Brooks is the author of 10 books and hundreds of articles on topics including the role of government, fairness, economic opportunity, happiness, and the morality of free enterprise. His latest book, “The Road to Freedom: How to Win the Fight for Free Enterprise” (2012) was a New York Times bestseller. Among his earlier books are “Gross National Happiness” (2008), “Social Entrepreneurship” (2008), and “Who Really Cares” (2006). Before pursuing his work in public policy, Brooks spent 12 years as a classical musician in the United States and Spain.

Brooks is a frequent guest on national television and radio talk shows and has been published widely in publications including The New York Times, The Wall Street Journal, and The Washington Post.

Brooks has a Ph.D. and an M.Phil. in policy analysis from RAND Graduate School. He also holds an M.A. in economics from Florida Atlantic University and a B.A. in economics from Thomas Edison State College.

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Sean M. Belka, Senior Vice President and Director of the Fidelity Center for Applied Technology, Fidelity Investments

Wed 10/1, 4pm – 5pm EST
Forum: Cultivating Innovation & Entrepreneurship

Sean Belka is senior vice president, director of Fidelity Center for Applied Technology (FCAT), a unit of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. FCAT’s vision is to serve as Fidelity’s idea and innovation catalyst, helping Fidelity’s employees and businesses to imagine and realize the possibilities of emerging technologies and new ideas.

Mr. Belka joined Fidelity in 1993 to lead marketing and product development for Fidelity Trust Company. In 1997, he became senior vice president, Mutual Fund Customer Marketing for FPI. In 1998, he transitioned to FPI’s Core Segment, where he led Fidelity’s efforts to better understand and serve its mass market and mass affluent customers. From 1999 to 2000, Mr. Belka served in FPI’s Online Brokerage unit, where he was responsible for Fidelity’s strategic partnerships with online content providers, marketing partners and online capabilities providers. From 2001 to 2003, Mr. Belka led FPI’s market research, database marketing, CRM, lead management and customer analysis and modeling functions. From 2003 to 2005, Mr. Belka led FPI’s customer strategy and marketing efforts for Emerging, Engaged, Established, High Net Worth, Active Trader and Corporate Employee segments and was also responsible for FPI’s direct acquisition efforts and online marketing. Prior to his current role, Mr. Belka was senior vice president, Online Strategy, where he led the re-design of fidelity.com, transforming it into a more content rich and engaging experience.

Prior to joining Fidelity, Mr. Belka was a senior vice president for Digitas, LLC in Boston. His responsibilities included client engagement with start-up and blue chip companies, providing strategy, CRM, Web and direct marketing services. Previously, Mr. Belka was a marketing director for Advanta Credit Cards (now Bank of America) in Philadelphia, where he led customer acquisition, new product development and For more information call Fidelity Corporate Communications at 617-563-5800. 6/11 customer development and retention. He previously worked in strategic planning and new product development at Sallie Mae. Mr. Belka began his career at Citibank, where he was a member of the Management Associate program and a marketing executive in the credit card division.

See other VIP guest from Fidelity Investments: Pam Norley

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Youngsuk Chi, Chairman, Elsevier, President, International Publishers Association

Tues 9/30, 11am – 12pm EST
Forum: Cultivating Innovation & Entrepreneurship

Youngsuk ‘YS’ Chi is a leader in the media-tech industry.  As Chairman of Elsevier, he works directly with governments, Elsevier customers and in industry associations worldwide.  In his primary role as head of Corporate Affairs for Reed Elsevier, he is responsible for government affairs, corporate communications, corporate responsibility, and Asia strategy for Elsevier’s parent company.  Chi also serves as President of the International Publishers Association, a global organization that represents the interests of more than 50 publishing industry association members from around the world.

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Todd Fisher, Member & Chief Administrative Officer, KKR

Wed 10/1, 5pm – 6pm EST
Forum: Cultivating Innovation & Entrepreneurship

TODD FISHER (New York) joined KKR in 1993 and is KKR’s Global Chief Administrative Officer. Mr. Fisher is responsible for overseeing the finance, legal, IT, HR, public affairs and office operations functions, coordinating with the various businesses and geographies of KKR and overseeing the Firm’s efforts in Real Estate. He is a member of KKR’s Real Estate Investment Committee. Since joining KKR, he has led or played a significant role in transactions including Vendex KBB (Maxeda), Dynamit Nobel (now part of) Rockwood Specialties Inc., Northgate Information Solutions, Accuride Corporation, Alea Group Holdings Ltd., Bristol West Group, Merit Behavioral Care, and Willis Group Ltd. He is currently on the board of Maxeda B.V. Prior to joining KKR, Mr. Fisher worked for Goldman, Sachs & Co. in New York and for Drexel Burnham Lambert in Los Angeles. Mr. Fisher holds a B.A. magna cum laude from Brown University, an M.A. with distinction from The Johns Hopkins University School of Advanced International Studies (SAIS), and an M.B.A., Palmer Scholar, from the Wharton School of the University of Pennsylvania. He is currently a member of the Board of Trustees of Brown University, the Board of Advisors for SAIS, the Advisory Board of the Clinton Health Access Initiative, the United States Holocaust Memorial Council and the Council on Foreign Relations.

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Ben M. Bensaou, PhD, Professor of Technology and Operations Management, Professor of Asian Business and Comparative Management, INSEAD

Thurs 10/2, 2pm – 3pm EST
Forum: Cultivating Innovation & Entrepreneurship

Ben M. Bensaou is Professor of Technology Management and Asian Business and Comparative Management at INSEAD. He was a Visiting Associate Professor at the Harvard Business School in 1998-1999. He holds a PhD in Management from the MIT Sloan Questrom School of Business, USA; an MA in Management Science from Hitotsubashi University, Japan; a Diplôme d’Ingénieur (MSc) in Civil Engineering; and a DEA in Mechanical Engineering from respectively the Ecole Nationale des TPE, Lyon and the Institut National Polytechnique de Grenoble, France.

His research and teaching focuses on (1) a Process View of Value Innovation and Blue Ocean Strategy deployment initiatives, (2) new forms of organizations, in particular networked corporations, (3) the impact of Information and Communication Technologies (ICT) on organizations and Value Innovation. Professor Bensaou addresses these issues from an international comparative perspective, with a special focus on Japanese organizations. His research on supplier relations in the U.S. and Japanese auto industries won the best doctoral dissertation in the field of information systems and a finalist award for the Free Press Award for outstanding dissertation research in business policy and strategy. His case on the Circus Industry and the Cirque du Soleil won the 2006 ECCH Best Case Award (in Strategy – with Kim and Mauborgne). His publications include papers inManagement Science, Information Systems Research, Organization Sciencer, Strategic Management Journal, Harvard Business Review, Sloan Management Review, , book chapters and conference proceedings. He has been a member of the Editorial Board of Information Systems Research, MIS Quarterly, and MISQ Executive. He has been listed in the Who’s Who in the World since 1998.

Professor Bensaou has been consulting for Asian, European and US corporations. He teaches courses on Corporate Strategy, Value Innovation/Blue Ocean Strategy, Information Technology and Comparative Management (in English and French). He has been a Visiting Professor at Aoyama Gakuin University, Tokyo and has taught (in Japanese) in Executive Programs at Keio Business School, Tokyo, Japan.

Professor Bensaou grew up in France. He has also lived and was educated in Japan. He and his wife Masako live in Fontainebleau, with their two younger sons Alexis and Lennon. Their elder son Sophian is pursuing his college education in Philadelphia, USA.

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Susan E. Siegel, CEO, GE Ventures, Healthymagination & Idea Works

Thurs 10/2, 4pm – 5pm EST
Forum: Cultivating Innovation & Entrepreneurship

Sue Siegel leads two of GE’s growth and innovation initiatives as CEO, GE Ventures & healthymagination.  GE Ventures is GE’s venture arm investing in the start-up ecosystem across the Healthcare, Energy, IT, and Advanced Manufacturing industries.  Healthymagination, is the company-wide initiative that harnesses innovation and partnership to drive better health outcomes.

Sue is a 25+-year business leader with corporate and venture capital experience.

Previously, as a financial VC, Sue led investments in personalized medicine, digital health, and life sciences at Silicon Valley-based Mohr Davidow Ventures. Before her VC years, she  dedicated 20+ years driving the growth of breakthrough technologies at Bio-Rad, DuPont, Amersham, and Affymetrix  (NASDAQ: AFFX).  As President and Board Member of Affymetrix, she built shareholder value by leading its transformation from a pre-revenue start up into a global, multi-billion dollar market cap genomics leader.

Sue has served on over two dozen private and public corporate boards.  She currently serves on the Boards of: the National Venture Capital Association, NIH’s National Center for Advancing Translational Sciences-Cures Acceleration Network, Stanford Hospital Board’s IT Committee, Harvard Partners’ Innovation Advisory Board, the Cleveland Clinic’s Innovation Council, and serves on the Executive Committee of Santa Clara University’s Center for Science, Technology, and Society’s Advisory Board.  She is a President’s Circle member of the National Academies of Science, a member of YPO-WPO, Women Corporate Directors, and a Henry Crown Fellow of the Aspen Institute. In the bestselling business book:  Multipliers: How The Best Leaders Make Everyone Smarter, Sue was a featured “Multiplier”.   She was recognized as one of “The 100 Most Influential Women in Silicon Valley”.

Sue lives in Silicon Valley with her husband and her two sons.  When not working, you might find her hiking the scenic trails of Northern California.

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Sherif Kamel, PhD, Former Dean, School of Business at the American University in Cairo

Tues 9/30, 12pm – 1pm EST
Forum: Cultivating Innovation & Entrepreneurship

Kamel led a major repositioning of the school by adopting a multi-tier thematic approach that included entrepreneurship, innovation, leadership and responsible business.  During his tenure, he initiated the process for EQUIS, AMBA and ACCET accreditations and got the school reaccredited by AACSB in 2011.  The school became ACCET accredited in 2011; AMBA and EQUIS accredited in 2014 joining only 70 business school in the world that are triple-crowned.  In addition, the MBA program ranked top by Forbes ME in 2012 and executive education open enrolment ranked 68th by the FT in 2014.  He helped establish the Center for Entrepreneurship and Innovation investing in Egypt’s young promising entrepreneurs through supporting startups, business plan competitions, bootcamps, and mentorship becoming the country’s leading educational partner in the entrepreneurship ecosystem.  He also established the university’s Venture Lab becoming Egypt’s primary university-based incubator.  Kamel has a long experience as an academic leader investing in human capital, building and managing executive development institutions addressing management, governance, entrepreneurial, and leadership issues.  He was associate dean for executive education (2008-2009); director of the Management Center (2002-2008) and director of the Institute of Management Development (2002-2006).  Before joining AUC, he was director of the Regional IT Institute (1992-2001) and helped establish and manage the training department of the Cabinet of Egypt Information and Decision Support Center (1989-1992).  Kamel is an advocate of diversity, empowerment, inclusion and using a bottom-up leadership approach.  Kamel holds a PhD in Information Systems from London School of Economics and Political Science (1994), an MBA (1990), a BA in Business Administration (1987) and an MA in Islamic Art and Architecture (2013) from the American University in Cairo.  His research and teaching interests include management of information technology, information technology transfer to developing nations, electronic business and decision support systems.  His work is broadly published in IS and management journals.  He is the associate editor of the Journal of IT for Development and the Journal of Cases on Information Technology.  Kamel is an Eisenhower Fellow (2005).  He is the executive VP of the American Chamber of Commerce in Egypt (2012-present); board member of the Egyptian American Enterprise Fund (2012-present); and RISE Egypt (2013-present).  He is a member of the Institute of Corporate Directors Canada (2014-present) and Egypt-US Business Council (2013-present).  He is a founding member of the Internet Society of Egypt.

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Mel Horwitch, PhD, Dean & University Professor, Central European University Business School

Thursday 10/2, 10 am – 11 am EST
Forum: Cultivating Innovation & Entrepreneurship

Mel Horwitch is Dean and University Professor at Central European University Business School, located in Budapest, Hungary.  He is an acknowledged expert on entrepreneurship and innovation management. He has written extensively on technology strategy, particularly with reference to knowledge-intensive sectors (e.g. services, media, information technology, and telecommunications), and global innovation. Most recently, he has focused his research and teaching on cleantech and sustainability management, innovation in emerging economies, the professionalization and globalization of entrepreneurship and nurturing innovation ecosystems.

Previously, at the Polytechnic Institute of New York University, he served as Professor of Technology Management, Director of the Institute for Technology and Enterprise, Chair of the Department of Technology Management, Founding Director of the Othmer Institute for Interdisciplinary Studies, and faculty director of the CleantechExecs Executive Program.

Professor Horwitch was Visiting Professor at London Business School, Professor and Founding Dean of Management at Theseus Institute in Sophia Antipolis, France, the John M. Olin Distinguished Fellow at Templeton College, Oxford University and Visiting Professor at the University of Paris-Dauphine. He has served on the MIT-Sloan School and Harvard Business School faculties. He received his AB from Princeton University and MBA and Doctorate from Harvard Business School. He was a Peace Corps Volunteer in Thailand.

His publications include Technology in the Modern Corporation: A Strategic Perspective (editor and contributor), Clipped Wings: The American SST Conflict, contributor to Energy Future: Report of the Energy Project at the Harvard Business School (contributor), articles published in such journals as Management Science, Policy Science, Sloan Management Review, Technology in Society, Journal of Engineering and Technology Management, and Business Strategy International, and several print and Web-based multimedia cases.

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