FRONTIERS

Speakers

 

Chuck Robbins

Chair & Chief Executive Officer
Cisco

Chuck Robbins is the Chair and Chief Executive Officer of Cisco. He assumed the role of CEO on July 26, 2015 and was elected Chair of the Board on December 11, 2017.

As Chair and CEO, He is focused on helping companies, cities, and countries around the world as they look to Cisco to connect, secure, and automate their organizations for a digital-first world.

With over 20 years of experience at Cisco, Chuck has served as Senior Vice President of Worldwide Field Operations, where he led the Worldwide Sales and Partner Organizations, and helped drive and execute many of the company’s largest investment areas and strategy shifts; Senior Vice President of The Americas, Cisco’s largest geographic region; Senior Vice President of U.S. Enterprise, Commercial and Canada; Senior Vice President of U.S. Commercial Sales; and Segment Vice President, U.S. and Canada channel organization, where he was instrumental in helping build the industry’s most powerful partner program.

Prior to joining Cisco, Chuck held management positions at Bay Networks and Ascend Communications.

Mr. Robbins serves on the Board of Directors for BlackRock, the International Business Council of the World Economic Forum, the Business Roundtable, and is on the Board of Trustees for the Ford Foundation. He also serves as a member of The Business Council, the International Council for the Belfer Center for Science and International Affairs at Harvard University and is Chairman Emeritus of the U.S.-Japan Business Council. Other past service includes board membership for the Multiple Sclerosis Society of Northern California and Advisory Board of Georgia Tech.

Chuck holds a bachelor’s degree in mathematics with a computer science concentration from the University of North Carolina.

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Alan Murray

Chief Executive Officer
Fortune Media

Alan Murray is CEO of Fortune Media, and author of the forthcoming book Tomorrow’s Capitalist:  My Search for the Soul of Business.  Murray writes a closely-read daily newsletter, the Fortune CEO Daily, and cohosts a weekly podcast, Leadership Next.  Prior to joining Fortune in 2015, Murray led the Pew Research Center.  Before that, he was at the Wall Street Journal for many years, serving as Deputy Managing Editor, Executive Editor Online, Washington Bureau Chief, and author of the Political Capital and Business columns.

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Rodney Sampson

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

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

Throughout his 20 year entrepreneurial career, Sampson has cofounded startup companies that have overcome the odds by collectively raising more than $20 million in angel and venture capital, created hundreds of new jobs and generated tens of millions in revenue before acquisition or going public. At the beginning of the 21st century, Sampson co-founded, built and sold Multicast Media Technologies (Streamingfaith.com) and EFactor (EFCT).
He was one of three Black co-founders during this era whose high growth technology startups raised over $1 million in angel and venture capital and were subsequently acquired for eight figures. During this time, Sampson also built Intellectual Currency, a world class integrated go-to-market, publishing and advisory firm with clients ranging from major Hollywood film studios, cable networks, tech companies, global corporates, publishers, the United States government, African heads of state and leading Black church denominations. Since 2007, Sampson has worked closely with high growth startups and seed stage venture funds as a selective advisor, investor, and limited partner. His current investment and advisory portfolio include Cross Culture Ventures, TechSquare Capital, Digit, York Exponential, Plum.io, Patientory, The Mentor Method and Momentum Learning.
In 2013, Sampson cofounded Opportunity Hub (OHUB) as a follow up to the highly successful Kingonomics’ book release and large-scale conferences in Atlanta, GA and Washington, D.C. OHUB scaled quickly to become the leading multi-campus coworking space, entrepreneurship center and tech hub featuring over 300 events a year, a startup pre-accelerator, coding boot-camp, and scholarship initiative and angel investing platform for founders from underestimated and under-tapped communities. Over 15,000 people walked through OHUB’s doors each year. From 2015-17, Sampson was a Partner at TechSquare Labs, a tech hub, seed stage venture fund and creator of the $100,000 Atlanta Startup Battle.

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

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

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

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The Honorable Rodney E. Hood

Chairman
National Credit Union Administration

President Donald J. Trump nominated Rodney E. Hood for the NCUA Board on January 19, 2019. The U.S. Senate confirmed him on March 14, 2019, and he was sworn in as the eleventh NCUA Chairman on April 8, 2019. Mr. Hood served as the NCUA’s Chairman until January 25, 2021.

As a Board Member, Mr. Hood serves as the NCUA’s representative on the Board of Directors of NeighborWorks America, one of the nation’s leading affordable housing and community development organizations. This is his second time serving as the agency’s representative on the board of NeighborWorks.

Mr. Hood was previously nominated to the NCUA Board by former President George W. Bush and served from November 2005 until August 2009. During his first term on the Board, he was appointed Vice Chairman.

Immediately prior to rejoining the NCUA Board in 2019, Mr. Hood served as a corporate responsibility manager for JPMorgan Chase, managing national partnerships with non-profit organizations, financial regulators, and community stakeholders to promote financial inclusion and shared prosperity in underserved communities throughout the United States.

His previous experience includes serving as associate administrator of the Rural Housing Service at the U.S. Department of Agriculture. In this role, he helped to address the housing needs in rural communities and administered the agency’s $43 billion mortgage portfolio.

Prior to his public service, Mr. Hood served as marketing director and group sales manager for the North Carolina Mutual Life Insurance Company in Durham, North Carolina. He also served as national director of the Emerging Markets Group for Wells Fargo Home Mortgage and served on the board of the Wells Fargo Housing Foundation. Earlier in his career, he worked for Bank of America as a Community Reinvestment Act officer and completed the management development program at G.E. Capital.

In addition to his public and private sector service, Mr. Hood served as a member of the University of North Carolina at Chapel Hill Board of Visitors and as member of the UNC School of Arts Board of Trustees. He also served as a member of the Board of Trustees for the North Carolina Museum of Art and as a member of the Board of Governors for the University of North Carolina College System.

Mr. Hood’s professional awards include being named one of the “40 Young Leaders Under the Age of 40” by the Triangle Business Journal in Raleigh, North Carolina. He is the first recipient of the “Dream Award,” an award given by the Wells Fargo Housing Foundation to honor individuals who have exhibited an outstanding commitment to affordable housing.

A native of Charlotte, North Carolina, Mr. Hood holds a bachelor’s degree in business, communications, and political science from the University of North Carolina at Chapel Hill.

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Bruce Van Saun

Chairman and Chief Executive Officer
Citizens Financial Group, Inc.

Bruce Van Saun is Chairman and Chief Executive Officer of Citizens Financial Group, Inc, a super-regional bank with a significant presence in New England, the Mid-Atlantic and the Midwest that serves more than six million consumer and business customers. Van Saun joined Citizens in October 2013 from the Royal Bank of Scotland. He led a successful initial public offering of Citizens in September 2014 and has led Citizens through a dramatic transformation journey over recent years. Citizens continues to focus on delivering well for its stakeholders, including customers, colleagues, communities and shareowners.

At RBS, Van Saun served as Group Finance Director and as an executive director on the RBS Board from 2009 to 2013. He led efforts critical to re-establishing safety and soundness at RBS after the financial crisis, including improvements in the capital, liquidity and funding position, reduction in risk concentrations, and several significant divestitures such as Direct Line Group – the company’s insurance subsidiary – through an IPO and sell-down. Prior to that, Van Saun held a number of senior positions with Bank of New York and later Bank of New York Mellon over an 11-year period. As Vice Chairman and Chief Financial Officer he was actively involved in the strategic transformation of BNY from a diversified regional bank into a focused global securities servicer and asset manager. This included over 80 transactions, including notable ones such as the merger with Mellon, a swap of businesses with JP Morgan and the acquisition of Pershing. He had also served as head of Bank of New York’s asset management and market-related businesses. Van Saun was selected as a Top CEO of 2022 by Barron’s and as the 2019 Banker of the Year by American Banker magazine, while Citizens was named “The US’s Best Bank” by Euromoney magazine for 2021 and “Best Bank in the US” in 2022 by The Banker, a Financial Times publication.

He previously had been rated one of the industry’s top CFOs at both RBS and Bank of New York. Earlier in his more than 30-year financial services career, he held senior positions with Deutsche Bank, Wasserstein Perella Group and Kidder Peabody & Co. Van Saun has served on a number of boards in both the U.S. and the U.K.  He is currently a director of Moody’s Corporation and a member of The Clearing House Supervisory Board. He is a member of the Bank Policy Institute board and serves on the board of the Partnership for Rhode Island. He graduated summa cum laude with a degree in business administration from Bucknell University, and earned an MBA in finance and general management from the University of North Carolina.

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Jason Liberty

President and Chief Executive Officer
Royal Caribbean Group

Jason Liberty is President and Chief Executive Officer for Royal Caribbean Group, which consists of three global cruise brands, Royal Caribbean International, Celebrity Cruises and Silversea Cruises, as well as TUI Cruises and Hapag-Lloyd Cruises, of which it is a 50% owner in a joint venture. The company’s 60 ships carry more than 7.5 million guests a year to ports on all seven continents.

Since joining the Company in 2005, Liberty has had many roles, most recently as Executive Vice President and Chief Financial Officer. In his former role, Liberty was responsible for Finance, Strategy, Shared Service Operations, Legal, Technology, Silversea Cruises and the TUI Cruises and Hapag-Lloyd Joint Venture.

Before joining Royal Caribbean Group, he was a senior manager with the accounting firm KPMG LLP.

Liberty earned his MBA from the University of North Carolina at Chapel Hill, Kenan-Flagler Business School, where he now serves on the Board of advisors. In addition, he holds degrees in accounting and finance from the University of Miami School of Business and Indiana University, Bloomington, Kelley School of Business, respectively. He also serves on the board of directors of WNS Limited, a business process management public company.

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Katie Codey

Managing Director, Head of Corporate Responsibility Strategy
JPMorgan Chase & Co.

Katie Codey is the Head of Corporate Responsibility Strategy at JP Morgan Chase & Co. and is responsible for the development and execution of high-impact strategic initiatives across Corporate Responsibility and the broader firm. She leads a core strategy team which helps senior management define and execute on its vision as well as a team focused on advising lines of business on inclusive banking products and practices.

Prior to joining JPMC, Katie was Deputy Director of State Operations for the State of New York with oversight of 11 Education, Health and Human Services agencies with a combined budget of $118 billion. In that capacity, she managed operations, general policy development and implementation of major policy initiatives for the State of New York, including designing and successfully negotiating the most significant series of education reforms in the history of the state as well as a comprehensive legislative package to combat the opioid crisis. Katie also organized and led multi-agency teams to respond to public health crises and natural disasters. Prior to the Governor’s Office, Katie worked on economic and workforce development policy issues at the New York City Council and as a federal law clerk in the District of New Jersey.

Katie received her B.A. from Dartmouth College, J.D. from Brooklyn Law School and M.P.A. from the University of Georgia.

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Dan Broekhuizen

VP Leadership Development Center of Excellence
NTT DATA

Dan Broekhuizen is the Vice President of NTT DATA Services Leadership Development Center of Excellence. Additionally, he is responsible for Succession Planning, Culture, Continuous Talent Development, and Mentoring.

Dan Broekhuizen is a People Operations executive with an extensive history of growing and scaling the people functions of fast-moving software companies. His focus is on developing scalable people operations, processes, and systems to keep organizations effective, fluid, and relevant to the current organizational objectives.

Prior to Joining NTT DATA Services, Dan was the Vice President of People Operations for several software development organizations including Nexient, MacroPoint, and LeanLogistics. Dan has also held leadership positions in the manufacturing and charter school industries.

Dan holds a master’s degree in Industrial and Organizational Psychology from Western Michigan University.

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Mike Elio

Partner
StepStone Group

Mr. Elio is a member of the private equity team, leading the middle- and large-market buyouts and secondary funds sector teams. He is also involved in portfolio construction for many of the firm’s largest advisory clients, SMA clients, and high-net-worth distribution platforms.

Prior to joining StepStone in 2014, Mr. Elio was a managing director at ILPA, where he led programs around research, standards, and industry strategic priorities. Before that he was a partner and managing director at LP Capital Advisors, where he led the firm’s Boston office and served as the lead consultant to North American and European institutional investors. Mr. Elio was the primary consultant for many of the firm’s largest clients including public and private pension plans committing more than US$5 billion annually. He held several progressive positions in private equity, including vice president at State Street Corporation and vice president at Credit Suisse First Boston Private Equity, where he oversaw the funds management group.

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Emiliano Abramzon

Co-Founder
Nearpod

Emiliano Abramzon is the co-founder of Nearpod. Nearpod offers an interactive instructional platform that merges real-time formative assessment and dynamic media for live and self-paced learning experiences inside and outside of the classroom. In 2018, Nearpod was named EdTech Digest’s Company of the Year. In March 2021, Nearpod was acquired by Renaissance Learning. Emiliano also co-founded RESMA LLC, which offers Real Estate investment advice and property management to foreigners investing in the US. Emi received his undergraduate degree in economics from UADE in Buenos Aires and he received his MBA in Marketing and Entrepreneurship from UNC Chapel Hill in 2004. In his free time, Emi enjoys spending time with his family, reading, and playing sports.

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Greg Brown

Executive Director
Kenan Institute of Private Enterprise
Sarah Graham Kenan Distinguished Professor of Finance
UNC Kenan-Flagler Business School

In addition to his leadership as executive director of the institute, Greg is also the founder and research director of the Institute for Private Capital, an institute-affiliated research center.

Greg’s research focuses on financial risk and the use of financial derivative contracts as risk management tools. He also studies private investment strategies such as hedge funds and private equity. His research has been published in leading academic and practitioner finance journals, including The Journal of Finance, The Journal of Financial Economics, The Review of Financial Studies, The Journal of Derivatives, Financial Analyst Journal and RISK.

Greg received his doctorate in finance from the University of Texas at Austin and graduated cum laude from Duke University with a bachelor’s degree in physics and economics.

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Gerald Cohen

Chief Economist
Kenan Institute of Private Enterprise

Gerald provides strategic vision and leadership of the translational economic research, and policy initiatives at the Institute.

He has worked in both the public and private sectors focusing on the intersection between financial markets and economic fundamentals. During the Obama Administration Gerald was Deputy Assistant Secretary for Macroeconomic Analysis at the U.S. Department of Treasury where he helped formulate and evaluate the impact of policy proposals on the U.S. economy. Prior to Treasury, he co-managed a global macro fund at Ziff Brothers Investments.

Gerald holds a B.S. from the Massachusetts Institute of Technology and a Ph.D. in Economics from Harvard University and is a contributing author to 30-Second Money as well as a co-author of Political Cycles and the Macroeconomy.

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Jennifer Conrad

Interim Dean, Professor
UNC Kenan-Flagler Business School

Jennifer Conrad is widely recognized for her research on investments and finance, with a focus on asset pricing, capital markets, institutional investing and portfolio management. An award-winning instructor, Dr. Conrad has taught in the Undergraduate Business, MAC, MBA and PhD programs. Currently, she teaches an elective on derivatives. She has won many research and service awards, including the Weatherspoon Award for Teaching Excellence in the MBA Program in 2004 and the Gerald Barrett Faculty Award, which recognizes the faculty member who has made the greatest contribution to the MBA program through teaching and service in 2009. Dr. Conrad served as senior associate dean for academic affairs from 2011-2016, overseeing the work of the faculty and academic programs during the time when MBA@UNC and the Master of Accounting online format were launched. She received the Roy W. Holsten Exceptional Service Award, the School’s highest honor for leadership and service, in recognition of her contributions in that role. She served two terms as area chair of finance, from 1995-1998 and 2000-2003. She has served on many University committees and, outside the University, in academic roles as editor, reviewer and committee member. Dr. Conrad has served on the board of directors of the Financial Management Association, the Western Finance Association and the American Finance Association. She is past president of the Financial Management Association and former chair of its board of trustees. She received her PhD and MBA in finance and economics from the University of Chicago and her BS in economics from Butler University.

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John K. Delaney

Founder and Executive Chairman
Forbright Bank

John K. Delaney is the founder and Executive Chairman of Forbright Bank, a commercial bank and lender that is uniquely mission aligned around the need to decarbonize the world. He was also the CEO of Revolution Acceleration before its acquisition of Berkshire Grey, Inc and remains a Senior Advisor to Revolution, LLC. Previously he founded and led as CEO two publicly traded companies before the age of 40 – CapitalSource, Inc. and HealthCare Financial Partners, Inc.

John Served in Congress for six years representing Maryland in the U.S. House of Representatives and pursued an unsuccessful run for the Democratic nomination for President. Fortune named him one of the World’s 50 Greatest Leaders. He is a graduate of Columbia University and Georgetown University law Center. John is married to April McClain-Delaney, the Assistant Deputy Director for the NTIA

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Alex Edmans

Professor of Finance
London Business School

Professor Edmans’ research interests are in corporate finance, responsible business and behavioral finance, and he has published in the American Economic Review, Journal of Finance, Journal of Financial Economics, Review of Financial Studies and Journal of Economic Literature. He is managing editor of the Review of Finance, associate editor of the Journal of Financial Economics, a research fellow of the Centre for Economic Policy Research, a fellow of the European Corporate Governance Institute, and a fellow and 2021 keynote speaker at the Financial Management Association. Professor Edmans received his undergraduate degree from Oxford University before earning his PhD in finance from MIT Sloan as a Fulbright Scholar.

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Taylor Gray

Co-Founder & Head of ESG
Motive Inc.

Dr. Taylor Gray has been advancing the field of ESG research and practice for 15 years and is currently the Director of Research, ESG & Materiality, at Motive Development Inc., a leading tech-enabled ESG advisory service for companies and private market investors seeking to gain a competitive advantage from their ESG programs and data.

Originally from New Brunswick, Canada, Dr. Gray completed his D.Phil. in Economic Geography with a focus in ESG from the University of Oxford in 2011, attending as a Clarendon Scholar. Dr. Gray established an innovative ESG research agenda, with publications in Environment and Planning A, Journal of Sustainable Finance & Investment, and Growth and Change: A Journal of Urban and Regional Policy, along with conference proceedings including repeat participation in the United Nations Principles of Responsible Investment Academic Conferences.

He continued this agenda as an Assistant Professor in Economics at the University of New Brunswick before founding a dedicated ESG Research and Advisory firm in 2014 engaged with clients throughout North America and Europe.

Noticing a changing market landscape and an opportunity to engage custom-developed software to further leverage ESG data analytics, Dr. Gray integrated the advisory firm into Motive Development Inc. in 2020 and continues to assist companies in gaining a competitive advantage from their ESG programs and data. Motive is developed on the tenet that Sustainability is business strategy.

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Olga Hawn

Associate Professor of Strategy and Entrepreneurship,
UNC Kenan-Flagler Business School
Sustainability Distinguished Fellow and Faculty Director,
Ackerman Center for Excellence in Sustainability
2022 Kenan Institute Distinguished Fellow

The research of Olga Hawn lies at the intersection of strategy and organization theory, business and society.

In particular, Dr. Hawn is engaged in multidisciplinary research on non-market strategy, including environmental, social and corporate governance activities of the firm with a focus on the strategic impact of such activities, their antecedents and consequences in developed and emerging markets.

Other interests include international expansion of multinationals from emerging markets, such as how firms from BRICS can succeed in cross-border M&As and overcome the negative perceptions caused by their origin as well as the role of business incubators in emerging markets.

Dr. Hawn’s teaching interests include strategy, global strategy and emerging markets, non-market strategy, corporate sustainability and responsibility. An award-winning teacher at UNC Kenan-Flagler, she received honorable mentions for the 2015 and 2016 Page Prize for Excellence in Sustainability Business Education for her MBA and PhD courses in sustainability strategy.

Her research has been published in the Academy of Management ReviewStrategic Management Journal, Academy of Management Journal and Research Policy. She serves on the board of the Strategic Management Journal, which presented her with the outstanding editorial board member award in 2014.

The Social Issues in Management Division of the Academy of Management gave her the best paper award in 2012. She was a finalist for the Haynes Prize for the Most Promising Scholar Under 40 from the Academy of International Business in 2014.The Alliance for Research on Corporate Sustainability (ARCS) honored her with annual conference outstanding paper awards in 2014, 2015 and 2016.

Prior to joining UNC, Dr. Hawn taught strategy and policy at Boston University.

She received her PhD from Duke, a master’s degree in management research from Saïd Business School at Oxford University, and a master’s degree in international business and a BA in economics from the Plekhanov Russian University of Economics.

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Bradley Hendricks

Assistant Professor of Accounting
UNC Kenan-Flagler Business School

Brad Hendricks studies the causes and effects of corporate disclosure, financial regulation, initial public offerings and entrepreneurship.

His research has been published in leading accounting and strategy journals, including the Journal of Accounting ResearchThe Accounting ReviewReview of Accounting StudiesManagement Science, Organization ScienceStrategic Management JournalMIT Sloan Management Review and Harvard Business Review. His work has been honored with the 2021 Glenn McLaughlin Prize for Research in Accounting and Ethics, the 2021 Bullard Faculty Research Impact Award and the Morgan Stanley Prize for Best Paper at the 2021 Review of Accounting Studies Conference.

His research is regularly featured in the national media. His work or comments have been cited by The Wall Street JournalBloomberg BusinessweekThe Washington Post, MarketWatch, Fast Company, Yahoo! News, Fortune and Forbes, among other outlets.

Dr. Hendricks teaches courses on financial reporting and the foundations of business thought to undergraduate and graduate students. He is an award-winning teacher. He received the 2016 and 2022 Weatherspoon Award for Teaching Excellence in the Master of Accounting Program.

He serves on the Kenan Scholars Board of Mentors and previously was a board member for Carolina for the Kids, the largest student-run philanthropy in North Carolina.

Prior to joining UNC Kenan-Flagler, he worked as an accountant for a start-up technology company and as a CPA at Ernst & Young.

Dr. Hendricks received his PhD in business administration from the University of Michigan’s Stephen M. Ross School of Business. He received his MAcc and BA in accounting from the University of Utah, where he graduated with high honors.

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Linda-Eling Lee

Managing Director and Head of ESG and Climate Research
MSCI

As Global Head of ESG and Climate Research, Linda-Eling Lee oversees all ESG- and Climate-related content and methodology. MSCI is the largest provider of ESG Ratings and analytics to global institutional investors. Linda leads one of the largest teams of research analysts in the world who are dedicated to identifying risks and opportunities arising from material Climate and ESG issues. She and her team have been widely recognized as the best Socially Responsible Investing (SRI)/Environmental, Social and Governance (ESG) researchers by market surveys and awards. Linda is also a member of MSCI’s Executive Committee.

Linda joined MSCI in 2010 following the acquisition of RiskMetrics, where she led ESG ratings research and was head of consumer sector analysis. Linda joined RiskMetrics Group in 2009 through the acquisition of Innovest. Prior to joining Innovest, Linda was the Research Director at the Center for Research on Corporate Performance, developing academic research at Harvard Business School into management tools to drive long-term corporate performance. Previously, she was a strategy consultant with Monitor Group in Europe and in Asia, where she worked with Fortune 500 clients in industries ranging from beverages to telecommunications.

Linda received her A.B. from Harvard University, M.St. from Oxford and Ph.D. in Organizational Behavior from Harvard.

Linda serves as a member of the board of directors of US SIF. She has published research in both management and investment practitioner journals, as well as in top academic peer-reviewed journals. Linda was named one of the Top 100 Women in Finance by Barron’s in 2019 and 2021. She was voted #1 for an Individual Making the Most Positive Overall Contribution to Sustainable Investment / Corporate Governance in 2018 and 2019 by Extel/IRRI. Linda is a frequent media commentator on Climate, ESG and sustainable investing in outlets including the Financial Times, The Wall Street Journal, Forbes and The New York Times.

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Tamla Oates-Forney

Executive Vice President and Chief Human Resources Officer
USAA

As the Chief Human Resources Officer (CHRO), Tamla leads USAA’s human resources strategic direction in support of the business strategy through teams spanning talent development, talent acquisition, pay and benefits, culture and employee services for approximately 39,000 employees globally. She provides strategic leadership by articulating HR needs and plans to USAA leaders, Executive Council, and the board of directors.

Tamla’s team of 600 professionals help attract top, diverse talent and build career development and total rewards programs while protecting and strengthening organizational culture to create a sense of belonging for all employees, so they can focus on USAA’s mission.

She is a member of the Executive Council, USAA’s senior leadership team, and reports to Wayne Peacock, President and Chief Executive Officer. Tamla is an accomplished and innovative HR executive with over 28 years of diverse experience and a strong track record of delivering results across multiple industries, business lifecycles and geographies. She possesses demonstrated effectiveness in providing exceptional leadership through organizational transformations, accelerated growth, cultural evolution and start-ups.

Prior to joining USAA, Tamla served as Senior Vice President and Chief People Officer at WM (previously Waste Management). Before that, she held leadership roles at General Electric including Sr. Executive of HR for GE Africa, Chief Diversity Officer for GE Appliances and Lighting and Vice President HR for GE Energy Connections.

She is a graduate of the University of North Carolina at Chapel Hill where she earned her Bachelor of Science degree in Business Administration. A renowned expert in her field, she sits on several (public and advisory) boards and has received multiple honors including: front page coverage for NY Times and featured in Fast Company, The Network Journal’s 25 Influential Black Women in Business and Savoy’s 2020 Most Influential Black Executives in Corporate America.

Tamla enjoys spending time with her family, husband, Warren, and their two children – Annia (24) and Camden (13). She also likes to discover new vegan restaurants, running and watching interior design shows on HGTV.

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Paige Ouimet

Director of Research
Kenan Institute of Private Enterprise
Professor of Finance
UNC Kenan-Flagler Business School

Paige Ouimet has several research projects looking at income inequality and the role of firms. She also has researched ESOP (employee share ownership plans) and employee stock options and their impact on labor productivity, wages and turnover.

Her research agenda is concentrated at the juncture of finance and labor economics. She is interested in in how decisions studied in finance impact employee stakeholders – specifically how those effects are reflected in firm performance and, hence, corporate finance decisions.

Her work has been published in the American Economic Review, Journal of Finance, Review of Financial Studies and Journal of Financial Economics.

Dr. Ouimet worked at The Center for Clean Air Policy, an independent, nonprofit think tank working on climate and air quality policy at the local, U.S. national and international levels.

She received her PhD and MBA from the Ross School of Business at the University of Michigan and her BA from Dartmouth College.

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Lubos Pastor

Charles P. McQuaid Professor of Finance
University of Chicago Booth School of Business
2022 Kenan Institute Distinguished Fellow

Professor Pastor’s research focuses mostly on financial markets and asset management, and he has written on a broad range of topics such as liquidity risk, political risk, sustainable investing, stock price bubbles, return predictability, portfolio choice, performance evaluation, returns to scale in asset management, indexing, learning, technological revolutions, income inequality, populism, quantitative easing, and IPOs. Beyond the university, Professor Pastor serves as a member of the Bank Board of the National Bank of Slovakia, director of the European Finance Association, research associate at the National Bureau of Economic Research, and research fellow at the Centre for Economic Policy and Research. He has also served as president of the Western Finance Association, director of the American Finance Association, co-director of the Fama-Miller Center for Research in Finance and associate editor of the Journal of FinanceJournal of Financial Economics, and the Review of Financial Studies.

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Ricardo Perez-Truglia

Professor
University of California- Berkeley Hass School of Business
2023 Kenan Institute Distinguished Fellow

Ricardo Perez-Truglia is an Associate Professor (with tenure) at the Haas School of Business. In 2020, he was named a Sloan Research Fellow, an award that recognizes outstanding early-career faculty who have the potential to revolutionize their fields of study. Ricardo’s research has been published in premier academic journals and has been featured in media outlets such as the New York Times, Wall Street Journal, The Economist and National Public Radio. Ricardo teaches Microeconomics for MBAs. In 2022, he was awarded the Earl F. Cheit Award for Excellence in MBA Teaching. He conducts research in behavioral economics, political economy, public economics and labor economics. He intends his research to inform companies and policy makers in the developed and developing world, leading to practical applications. Ricardo received his PhD in Economics from Harvard University in 2014. He grew up in Ciudadela, Argentina.

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Teena Piccione

Senior Director Corporate Engineering
Google

Leading the charge for inclusive technology and sales teams, Teena Piccione coaches and advises people around the globe, while also guiding her own organization through the art of possible. She is a high-energy, innovative noted speaker and adviser bringing transformational leadership to organizations across the globe.

Teena, C-Suite Executive, joined Google in 2020, as the Managing Director for Cloud and Customer Engineering over Telecommunications, Media, Entertainment and Gaming. Prior to that role, she
was the EVP/CIO for RTI International, a non-profit research institute dedicated to improving the human condition by turning knowledge into practice. In this role, Teena strengthens operational discipline within Global Technology Solutions to deliver on new capabilities while ensuring RTI meets all client commitments. Prior to joining RTI International, Teena was SVP/COO at Fidelity Investments focused on modernization, integrated technology, customer experience and innovation. She began her career as an international consultant and joined AT&T where she was appointed Vice President and leader of the Big Data Center of Excellence.

Teena’s contributions to Diversity and Inclusion span a 20+ year career & include awards like IT Women to Watch in STEM, Women to Watch by Diversity Journal, Top 50 CIO in USA, IT Executive of
the Year at Innotech, Finalist for CIO of year 2020, Diversity Champion Award at AT&T and Women of Color Community Service of Excellence award. Her awards have been for her hands-on work in
technology and her creation of winning teams.

Teena works actively with Future Business Leaders of America (FBLA), Rewriting the Code, and sponsors D&I training. She helped launch Triangle Women in STEM, a program for the Research
Triangle Park region in North Carolina and accelerated university internship collaboration. Teena sits on advisory committees with NC Tech and NC State University where she works with other
leaders in the region to share learning. Previously, she sat on the Board of SADA. Teena in a mother of two daughters who code and are in college at High Point University and married to her husband Paul. In her free time, she enjoys music, reading and gardening. She packs her own sunshine 86,400 seconds a day.

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Hilda Pinnix-Ragland

Managing Partner
AHK Global Resources

H​ilda is a senior Fortune 500 business executive acknowledged for building best-in-class organizations that consistently achieve aggressive revenue and profit objectives. She is also a dedicated board member/advisor to numerous industry, educational, and community organizations, bringing new strategy and processes to enhance effectiveness.

Hilda brings a broad background in P&L management, strategic planning, economic development, communications, treasury & auditing, M&A integration, customer service, and operations. During her career, she has combined operating success – including leading a 600,000-customer energy delivery operation, achieving top financial, safety, customer service, and employee satisfaction results – with the ability to collaborate and build alignment with government, regulatory, and other stakeholders.

Most recently, Hilda served as Energy consultant for Duke Energy and Vice President, Corporate Public Affairs with Progress Energy and, following the merger, with Duke Energy. While at Progress, Hilda established the Corporate Public Affairs function, which was expanded to serve 31 states and international interests in Central and South America at Duke. In that capacity, she collaborated with federal, state, and local officials and company leadership to develop responsible energy policy and advance the utility’s international interests.

Hilda served in operating roles with Progress Energy, including Vice President, Northern Region, with management of distribution of electric service for more than 600,000 customers and community relations with a budget of $80 million, and as Vice President, Energy Delivery Services, leading environmental services, financials, transmission and distribution services, commercial, industrial and governmental account management, and support services. In both roles, she achieved top quartile performance in safety, customer satisfaction, and employee engagement.

Hilda has also demonstrated leadership in economic development, serving as Progress Energy’s liaison with International Departments of Commerce to bring business to North Carolina, South Carolina, and Florida. In three years, she doubled Progress’ annual revenue stream from new industries.

Hilda began her career on the financial side, serving as an accountant for Colgate Palmolive, a senior auditor for Arthur Andersen, and a financial analyst for Progress.

Hilda holds a Bachelor of Science in Accounting from North Carolina A&T State University and a Master of Business Administration from Duke University Fuqua School of Business. She also completed graduate studies in taxation from St. John’s University and the Executive Program from Harvard University’s Kennedy School of Government.

Hilda serves as Vice Chair of the board of directors of RTI International, as Chair of the Nominating and Governance Committee and Chair Audit Committee, Board of Advisors-8 Rivers Financial Capital, an energy technology company and Chair of the Board for NC Dental Services, Inc, an insurance company for dentists. She currently serves as Vice Chair of the NC A&T State University Board of Trustees and previously, she served as National Chair of the American Association of Blacks in Energy, Board of Trustees of the College Foundation of North Carolina; was Co-Chair of the North Carolina Governor’s transition team and State’s Budget Reform and Accountability Commission; Presidentially nominated Board Member of the National Parks Foundation; State Board Member/Chair of the North Carolina Community College System; and Governor-appointed Treasurer for the NC Institute of Medicine. Hilda is a Chapter Fellow of the National Association of Corporate Directors and a Member of Women Corporate Directors. In 2018 she was recognized and selected as a Director to Watch by The Visionary Board. She was inducted into the 2020 Lifetime Hall of Fame for NCA&T State University Business School.

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Jacquelyn Pless

Fred Kayne (1960) Career Development Professor of Entrepreneurship and Assistant Professor of Technological Innovation, Entrepreneurship, and Strategic Management
MIT Sloan School of Management
2022 Kenan Institute Distinguished Fellow

Professor Pless’s research interests are in the economics of innovation, energy and environmental economics, and public economics. Her research explores the drivers and consequences of innovation for social progress through an economics lens, with a particular focus on understanding how policy and management can drive clean energy innovation and innovation that protects environmental systems more broadly. Prior to joining MIT, she held positions with the University of Oxford, the National Renewable Energy Laboratory, the National Conference of State Legislatures and the World Bank. Professor Pless holds an MS and PhD in mineral and energy economics from the Colorado School of Mines, and a BA in economics and political science from the University of Vermont.

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David Robinson

James and Gail Vander Weide Distinguished Professor
Duke University Fuqua School of Business

David T. Robinson is the James and Gail Vander Weide Distinguished Professor at Duke University’s Fuqua School of Business , and is the Research Director of Duke’s Innovation and Entrepreneurship Initiative . He is a Research Associate at the National Bureau of Economic Research , with affiliations in the Corporate Finance and Productivity, Innovation and Entrepreneurship Program Areas. At the NBER he is the co-director of the Entrepreneurship Working Group and the Academic Director of the Entrepreneurship Research Boot Camp, a Kauffman Foundation sponsored education project that brings PhD students from across the country to the NBER every summer to learn the latest research from the world’s top scholars in entrepreneurship and innovation.  He is an internationally recognized expert in the fields of private equity, venture capital and entrepreneurial finance. His work has appeared in leading academic journals in finance and economics and has been featured in the New York Times, The Wall Street Journal, The Financial Times, Newsweek, and The Economist.

Professor Robinson earned a PhD and an MBA at the University of Chicago, a Master of Science at the London School of Economics, and a Bachelor of Arts at the University of North Carolina at Chapel Hill. He holds an Honorary Doctorate from the Stockholm School of Economics.  Prior to joining Duke University he was an Assistant Professor of Finance and Economics at Columbia University.

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John Skjervem

Chief Investment Officer
Utah Retirement Systems

John D. Skjervem is Chief Investment Officer for Utah Retirement Systems (URS) which manages a financial and real asset portfolio totaling $54 billion as of December 31, 2021 and comprises both defined benefit and defined contribution retirement programs. Prior to URS, John was Chief Executive Officer of Alan Biller and Associates, responsible for its $131 billion institutional investment advisory practice. John also previously served as Chief Investment Officer for Oregon State Treasury where his team managed a $111 billion, globally-diversified investment program. Before his tenure in Oregon, John held a variety of portfolio management and leadership positions at Northern Trust including Chief Investment Officer for that firm’s $180 billion wealth management division. John is a member of the Alaska Permanent Fund Corporation’s Investment Advisory Group, an advisor to the Retirement Board of the Public Employee Retirement System of Idaho and a member of the IEEE Foundation’s investment committee. He also serves on the Pacific Pension & Investment Institute’s Board of Directors. John holds the Chartered Financial Analyst designation, received his BA in Economics from the University of California, Santa Barbara, and earned an MBA with concentrations in Finance and Statistics from the University of Chicago’s Booth School of Business.

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David Stangis

Partner, Chief Sustainability Officer
Apollo Global Management

Dave was appointed Apollo’s first Chief Sustainability Officer and member of the Management Committee in 2021. He is designing and spearheading Apollo’s enterprise-wide ESG and sustainability strategy. He is driving new operational rigor and positive impact around the globe leveraging Sustainability and Energy Transition as critical components of Apollo's long-term growth strategy. He is building new models of governance, capability, metric systems, reporting/communications, risk assessment and issue management to deliver value creation in one of the world’s leading alternative asset management firms. Dave most recently served as Chief Sustainability Officer and VP Corporate Responsibility/Public Affairs at Campbell Soup Company, where he reported to Campbell’s President and CEO. Dave also advised a range of leading companies across sectors on ESG, technology, reputation and resiliency strategies as Founder and CEO of 21C Impact. Over the course of 20 years, Dave led two very different Fortune 500 corporations, Intel and Campbell, from a standing start to clear and consistent world-class leadership in ESG, Sustainability & Social Responsibility. He guided both companies to multi-year runs on the Dow Jones Sustainability Indexes, the 100 Best Corporate Citizens List, the Most Reputable Companies in the U.S, World’s Most Sustainable Corporations, and recognition among the World’s Most Ethical Companies. At Campbell, he created and led the Company’s strategies and external engagement related to ESG, Responsible Sourcing, Sustainable Agriculture, Public Affairs and Operational Sustainability. He served as an infotech and biotech expert.

Dave has served on the boards of many non-profits and two Public Benefit Corporations (Plum Organics and The Soulfull Project). As Chair of the Board at Net Impact, a global community of 100,000 emerging leaders, he led a successful CEO search and transition. As the creator and leader of Intel’s Global Corporate Responsibility function, Dave established corporate governance processes, operationalized citizenship and sustainability, and managed activist campaigns. Dave has been named to the 100 Most Influential in Business Ethics by Ethisphere Magazine in 2008 &; 2013, and a Top 100 Thought Leader in Trustworthy Business Behavior by Trust Across America every year from 2011 to 2014. He is an Entrepreneur in Residence at Babson College, an Executive Advisor for the Center for Corporate Citizenship at Boston College and a Mentor to the AgFunder Network. Dave serves as an Advisor to Magnomer and Stojo; and is the co-author of two books on strategic corporate citizenship. Sept. 2018. Dave earned a B.S. (Chemistry/Biology) from the University of Detroit, an M.S. in Occupational and Environmental Health from Wayne State University, and an M.B.A (Finance/Gen. Management) from the University of Michigan.

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Frank Hawkins Kenan Institute of Private Enterprise

Leveraging the Private Sector for the Public Good

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

www.kenaninstitute.unc.edu

A Frank Hawkins Kenan Institute of Private Enterprise Event