KENAN INSTITUTE - Key Persons
Job Titles:
- Chairman
- PNC Distinguished Professor of Strategy and Entrepreneurship, UNC Kenan - Flagler Business School
With expertise in the areas of innovation and technology management, Al Segars brings the perspective of strategic change to the challenges of adopting and using new technology and business processes. He has applied this expertise to new products, business models and supply chains for many of the most innovative organizations throughout the world.
His research interests include technology management, new media, strategic planning for new technology, design for sustainability and financial and operational metrics of new technology. He also examines how firms create effective innovation, invention and proof-of-concept processes for the design of products and services.
Dr. Segars is the author of "Ideas and Innovative Organizations" (Peter Lang International, 2020). He describes a tribal approach to innovation found in organizations, projects and historical initiatives that is driven by groups of people that have an ambitious mandate, positive values or codes of conduct, well-defined roles, robust flows of knowledge, the ability to endure hardship, an analytical focus, and a willingness to sacrifice. Together, these attributes signal a favorable predisposition to discover breakthrough ideas and navigate difficult projects.
Dr. Segars is the chairperson of the board and faculty lead of the NC Policy Collabratory (NCPC), which the North Carolina General Assembly established in 2016 to utilize and disseminate the research expertise across the University of North Carolina System for practical use by state and local government. In May 2020, the NCPC was awarded $29 million from the state of North Carolina for COVID-19 research. Since its inception, the NCPC has managed more than $60 million in research projects.
Dr. Segars served as faculty director of the Center for Sustainable Enterprise at UNC Kenan-Flagler from 2004-2018.
He is an active consultant Apple, Disney, Pixar, The Children's Television Workshop (Sesame Workshop), The Defense Advanced Research Projects Agency (DARPA), Red Hat and IBM. He also serves as a speaker and expert for state and federal governments on technology, innovation and project management.
He received his PhD from the University of South Carolina in technology management with minors in international finance and corporate strategy, his MBA from UNC-Chapel Hill and his BS from UNC-Charlotte.
Job Titles:
- Member of the Board of Advisors
- Managing Director, Diversified Search Group
Allen Chan brings more than 30 years of leadership experience to the Kenan Institute Board of Advisors. He is currently Managing Director at Diversified Search Group (DSG) working primarily in the Board practice. Allen joined DSG after serving as the executive director of the Robertson Scholars Leadership Program (2012-2020). Under Allen's leadership, the program became one of the country's preeminent undergraduate leadership programs. He has worked in a range of entrepreneurial, educational, corporate, and consulting organizations including Booz, Allen & Hamilton, where he conducted and led studies for large corporations in strategy, operations, and business process re-design.
In addition to his work in the Board practice, Allen provides leadership advisory services - such as Diversity/Equity/Inclusion Assessment and Strategy, CEO/Board Alignment, and Board Effectiveness and Governance.
Allen is very committed and involved in the community. He currently serves on the National Advisory Board of the Salvation Army, Morehouse College and Atlanta Life Insurance Company. He has previously served on the boards of several other Atlanta-based organizations, including the Children's Healthcare of Atlanta Foundation, Families First and Imagine It! Children's Museum of Atlanta. Allen received an MBA from Stanford University and a bachelor's in Engineering from Texas A&M. He currently lives in Chapel Hill, N.C. with his wife, Kathryn
Aly is responsible for planning, producing, and editing custom written and visual content for social and other online media channels. Providing website support, she plays an important role in our SEO and analytics efforts. Aly has a deep understanding of business trends, creating impactful content and social media web strategy.
Aly has recently relocated to Durham after being born and raised in Denver. She holds a B.A. in Communication with a minor in Marketing from the University of Wyoming.
Job Titles:
- Assistant Director of Policy and Programs, NCGrowth
Alyse is passionate about promoting equitable economic development and creating job opportunities for all members of the community. As the leader of AICER at NCGrowth, she works with universities, governments, procurement officials and other stakeholders to facilitate intentional purchasing practices from local businesses, particularly those owned by historically marginalized populations. Before joining NCGrowth, Alyse worked as a research instructor in Carolina's Public Policy Department, and at the state's Division of Public Health on projects aimed at increasing access to healthy living opportunities.
Alyse is also an active member of her community in Hillsborough, volunteering on the Planning and Parks & Recreation boards. In her free time, she enjoys spending as much time as she can out in nature with her family.
Job Titles:
- Co - Founder, President & CEO, Spectraforce Technologies
Amit Singh co-founded Spectraforce Technologies Inc in 2004. Spectraforce is a global IT consulting, workforce solutions and IT outsourcing services firm with CHQ in Raleigh, North Carolina and 11 offices/development centers across United States, India and Jamaica. Singh serves as the president and CEO of Spectraforce. He moved from India to United States in 1997 with a large global IT services firm, Syntel Inc. While at Syntel, Singh served as a delivery/solutions manager and was involved in consulting, structuring and management of IT deals and projects in an integrated onsite-offshore delivery model that created exceptional value for large Fortune 1000 clientele.
Singh received the Outstanding Young Alumni Award from the University of North Carolina at Chapel Hill's Kenan-Flagler Business School, has been inducted into Beta Gamma Sigma and has been named to the Triangle Business Journal's "40 Under 40" list. While at the helm of Spectraforce, the company was named to the Triangle Business Journal's "Fast 50" every year from 2008 to 2015 and to "Inc. 5000" from 2009 to 2015. In 2009 and 2010, Spectraforce made the "Div 500" as a top diversity company in the U.S. The company earned a "Supplier of the Year Category III" distinction in 2009 from the Carolinas Minority Supplier Development Councils and was a "National Supplier of the Year Finalist" in 2010 for the National Minority Supplier Development Council. Staffing Industry Analysts named Spectraforce "Fastest growing firm" in 2011, 2012, 2014 and 2015.
Singh has served on the board of directors for the Raleigh Chamber of Commerce, the Business Board of Visitors for the North Carolina Central University School of Business, the chair of the Technology Committee, the Strategic Advisory Board for KnowledgeWell, a not-for-profit organization and advisor for Cherokee Challenge. He also works closely with the entrepreneurial community locally and globally and works with various programs at UNC Chapel Hill, North Carolina State University, The Young Indus Entrepreneurs (TYE), Symbion and is involved in mentoring and coaching entrepreneurs, MBAs, undergrads, BSBAs and executive students in developing and launching their businesses and careers.
Singh received his MBA in finance & entrepreneurship at UNC's Kenan-Flagler Business School and his bachelor's in electronics from D. Y. Patil College of Engineering at the University of Pune, India. Amit and his wife, Teena, have a daughter, Mahek.
Job Titles:
- Member of the Board of Advisors
- Gladys Hall Coates Distinguished Professor of Public Law & Government and
- Gladys Hall Coates Distinguished Professor of Public Law and Government, UNC School of Government Director, NcIMPACT Initiative
Director of ncIMPACT Initiative, brings together critical stakeholders to help communities create
collaborative change to overcome challenges. She and her team have tackled the need for higher
Sought-after speaker and moderator, Brown-Graham serves as host for the ncIMPACT television
program on PBS NC. The public affairs program features innovative community collaborations
began her career as a law clerk in the Eastern District of California. Brown-Graham is a William C.
Job Titles:
- Professor of Economics and Finance at the University of North Carolina
- Professor of Economics, UNC - Chapel Hill, and Professor of Finance, UNC Kenan - Flagler Business School
Anusha Chari is a Professor of Economics and Finance at the University of North Carolina at Chapel Hill. She is a Research Associate in the National Bureau of Economic Research's International Finance and Macroeconomics Program. She received a PhD in International Finance from UCLA and a BA in Philosophy, Politics and Economics at Balliol College at Oxford and Economics at the University of Delhi. She has held faculty positions at the University of Chicago's Booth School of Business, the University of Michigan, and The Haas School of Business at Berkeley. She was a research associate at the Swiss Institute of Banking and Finance at St. Gallen, Switzerland and a summer intern at the International Monetary Fund. Professor Chari was a special advisor to the Indian Prime Minister's Economic Advisory Council and member of an Advisory Group of Eminent Persons on G20 Issues. Her research is in the fields of open-economy macroeconomics and international finance.
Job Titles:
- Director of Research Services
Ashley oversees the logistics of institute-sponsored, faculty-led research projects on entrepreneurship, economic development and global commerce. She consults on a variety of research tasks, including secondary research, literature searches, survey methodology support and database assistance.
She also serves as research director for the Kenan Scholars program, providing instruction on best practices in business research.
Ashley holds master's degrees in library science and public administration from the University of North Carolina at Chapel Hill, and a bachelor's degree in journalism and history from Indiana University.
Job Titles:
- Managing Partner and Senior Counsel of Volt Energy
Barry Schochet serves as the managing partner and senior counsel of Volt Energy, one of the world's largest minority-owned solar energy development firms based in Washington D.C. As managing partner, Schochet oversees business development and strategy for the company.
Schochet is also a distinguished attorney. His career has included private law practice and service in the U.S. Senate, where he was counsel to the Senate Watergate Committee and staff director for the Senate Foreign Relations Subcommittee on Near Eastern and South Asian Affairs.
As a business developer, Schochet has crafted significant projects in both the U.S. and international markets. These projects have spanned a variety of industries including food service, real estate, restaurant, financial and solar. He was also an early limited partner of The Cheesecake Factory, playing an integral part in the company's early expansion nationwide and initial public offering.
Schochet also serves on the Chancellor's Associates Council at University of California, San Diego.
He earned his bachelor's degree from the University of North Carolina at Chapel Hill and his J.D. from Emory University.
Job Titles:
- Chief Investment Officer and Founding Partner, Lone Peak Partners
Ms. Battle brings almost four decades of financial services and investment experience to Lone Peak Partners. Most recently, she was Director of Manager Selection and a member of the Management Committee at Soros Fund Management LLC. Over her eight years there, she not only managed multibillion dollar portfolios of external hedge funds for the Quantum group of funds and George Soros, but also built the manager selection and due diligence processes as well as the multi-manager portfolio construction and monitoring methodologies. Prior to Soros Fund Management, she held positions at Bankers Trust, Citicorp and JP Morgan, primarily as a manager in Global Sales and Trading. She currently serves on the Board of Directors of the University of North Carolina Kenan-Flagler Business School Foundation Board, the Board of Directors of the Breast Cancer Research Foundation, and the President's Council of the Peconic Land Trust. Ms. Battle received a BA from the University of North Carolina at Chapel Hill in 1976.
Ms. Battle founded Lone Peak Partners Management LP in July of 2009. The firm registered with the SEC in February 2012. Lone Peak is also registered with the CFTC as a CPO and a CTA and became a member of the NFA in January 2013.
Job Titles:
- Director of Research, Kenan Institute of Private
- Expert
- President of the Society for Experimental Finance
Camelia Kuhnen is an expert in household finance, labor and finance, and neuroeconomics. Her work has an interdisciplinary nature, with the overarching theme of trying to understand how people make financial and economic choices that concern them as individuals or as decision makers in firms.
She serves as department editor at Management Science and associate editor at the Journal of Finance. Previously she was an editor at the Review of Corporate Finance Studies and associate editor at the Review of Financial Studies.
Dr. Kuhnen is the incoming president of the Society for Experimental Finance, has served as president of the Society for Neuroeconomics, and is a director of the American Finance Association.
She is a faculty affiliate at the National Bureau of Economic Research and also serves as director of research at the Kenan Institute of Private Enterprise at UNC-Chapel Hill.
Prior to joining the faculty at UNC Kenan-Flagler, Dr. Kuhnen served on the faculty of the Kellogg School of Management at Northwestern University.
She received her Ph.D. in finance from the Stanford Graduate School of Business and two bachelor's degrees - in finance and neuroscience - from the Massachusetts Institute of Technology.
Director of Research, Kenan Institute of Private Enterprise; Faculty Director, NCGrowth; and Professor of Finance and Sarah Graham Kenan Distinguished Scholar, UNC Kenan-Flagler Business School
Job Titles:
- Researcher
- Technical Writer
- Technical Business Writer
Carlin Rosengarten is a technical writer and researcher with more than a decade of experience synthesizing academic literature and data into media for broad audiences. A passionate advocate for equitable growth, sustainable development, and environmental justice, he has developed content for many nonprofit and intergovernmental organizations, including the UN Environment Programme and UN Secretary General's office, as well as for analytics startups, academic researchers, and scientists. Carlin continually seeks new ways of communicating science that promotes economic, human, and environmental health.
Born in Charleston, South Carolina, Carlin earned his bachelor's degree in biology and studio art at Dartmouth College and his master's in environmental management from Yale's School of Forestry and Environment Studies (now Yale School of the Environment), where he completed two teaching fellowships under Nobel economist Dr. William Nordhaus. Employing a collaborative, multidisciplinary approach to his work, Carlin crafts narratives that bridge the gap between academic specialists and the general public with the aim to inform policy and advance knowledge.
Job Titles:
- Assistant Director of Economic Development, NCGrowth
Carolyn leads NCGrowth's economic development research and client projects across North Carolina. She works with local government and community clients to develop and pursue strategies addressing downtown revitalization, business retention and expansion, and economic development planning. Prior to graduate school Carolyn worked 2.5 years in local government for a small North Carolina town.
Carolyn holds a master's degree in City and Regional Planning from UNC Chapel Hill with a specialization in Economic Development.
Job Titles:
- Assistant Director of Business Development
Chelsea supports corporate and donor engagement for the institute, including the development of new partnerships, funding opportunities, and other strategic initiatives.
She brings perspective from both higher ed, where she's worked in Admissions at both Fordham and UNC, and the corporate sector, where she worked in Financial Product Sales at Bloomberg.
Chelsea received her MBA from Fordham University and graduated from the University of North Carolina at Chapel Hill's Kenan-Flagler Business School with a bachelor of science in business administration and a minor in Spanish.
Chris' research focuses on organizational learning, adaptation, growth, innovation and strategic decision-making in entrepreneurial firms and firms in dynamic markets. He is an award-winning researcher and teacher, and received the 2015 Award for Excellence in MBA Teaching at UNC's Kenan-Flagler Business School.
Chris' industry experience includes work with McKinsey & Company, Deloitte Consulting and Price Waterhouse, as well as consulting work with numerous organizations, including 3M, FedEx, and the U.S. Army.
Chris received his doctorate in strategy, organizations and entrepreneurship from Stanford University. He received a Bachelor of Science in Accounting and a master's degree from Brigham Young University, where he graduated cum laude.
Job Titles:
- Senior Associate Dean for Faculty and Research & Richard "Dick" Levin Distinguished Professor of Finance, UNC Kenan - Flagler Business School
Christian serves as the senior associate dean for faculty and research at UNC's Kenan-Flagler Business School.
His research spans asset pricing and international finance, with a specialization in emerging market development, and has been published in top academic journals such as the Journal of Finance, Review of Financial Studies and the Journal of Financial Economics. Christian served as a financial economist for the Federal Reserve Board, and is the recipient of the MBA for Executives Teaching Excellence award.
Dr. Lundblad previously served as area chair of finance, associate dean of the PhD Program, director of research at the Frank Hawkins Kenan Institute of Private Enterprise and director of the Center for Excellence in Investment Management. He holds a courtesy appointment as a special-term professor at the People's Bank of China School of Finance at Tsinghua University in Beijing.
Christian received a doctorate in financial economics and a master's degree in economics from Duke University. He graduated summa cum laude from Washington University with a Bachelor of Arts in Economics and English Literature.
Job Titles:
- Program Manager for Anchor Institutions, NCGrowth
Christina Strickland Theodorou has worked in tribal leadership development and an advocate of generating equity, parity and balance for indigenous communities. A graduate of UNC-Pembroke, Christina has 15 years' experience working in small business development statewide supporting small business owners growing their capacities to bid work. Christina also worked in tribal affairs on state, university and federal levels assisting tribal leaders in building tribal assets and economies. She believes healthy, well and working small business owners and tribal members are the greatest assets North Carolina possesses. Christina joined the NCGrowth team as the program manager with ACIER connecting MWBE businesses with anchor institutions.
Job Titles:
- Professor of Business Administration at the Fuqua School of Business
Christine Moorman is the T. Austin Finch, Sr. Professor of Business Administration at the Fuqua School of Business, Duke University. Her research examines the nature and effects of learning and knowledge utilization about marketing by consumers, managers, organizations, and financial markets. Professor Moorman's research has been published in a range of top journals, including the Journal of Marketing, Journal of Marketing Research, Marketing Science, Journal of Consumer Research, Academy of Management Review, Academy of Management Journal, and Administrative Science Quarterly and has been supported by grants from the National Science Foundation and the Marketing Science Institute.
Professor Moorman served as the Editor-in-Chief of the Journal of Marketing from 2018-2022. She was named the 2018 AMA-Irwin-McGraw-Hill Distinguished Marketing Educator, the 2022 AMA Foundation William L. Wilkie "Marketing for a Better World" Award, the 2022 Gil Churchill Award for Lifetime Contributions to Marketing Research, an AMA Fellow in 2017, the 2012 Paul D. Converse award for significant contributions to marketing, and the 2008 Mahajan Award for career contributions to the field of marketing strategy. At Duke, Professor Moorman was awarded the 2006 Bank of America award, the highest honor a Fuqua faculty can receive from professor peers.
Professor Moorman is the founder and managing director of The CMO Survey where she collects and disseminates the opinions of marketing leaders in order to predict the future of markets, track marketing excellence, and improve the value of marketing in organizations and in society. She blogs about survey findings at Forbes, Harvard Business Review, Marketing News, and The CMO Survey. Professor Moorman is author of the book, Strategy from the Outside In: Profiting from Customer Value with George S. Day (which was awarded the 2011 Berry Book prize for the best book in the field of marketing) and Strategic Market Management with David A. Aaker.
Professor Moorman has served as an Academic Trustee for the Marketing Science Institute, as a member of the Board of Directors of the American Marketing Association, Chair of the Marketing Strategy Special Interest Group for the AMA, and as Director of Public Policy for the Association for Consumer Research. She has served as area chair, Chair of Dean's Search Committee, and on the University's Academic Priorities Committee at Duke.
Professor Moorman's teaching focuses on marketing strategy with an emphasis on building the organization and capabilities for customer focus. She has taught this class to undergraduate, MBA, and Executive MBA classes and has received numerous teaching awards, including the 2016 Best Elective Teaching Award from the Fuqua School of Business. In 2020, she co-developed a new core class for Fuqua focused on the "Entrepreneurial Mindset" with Manuel Adelino. In all her teaching, she is passionate about helping companies more effectively form strong relationships with customers and views this connection as the key to both firm profitability and the free market system. A former Junior Achiever, Professor Moorman strives to inspire managers to innovate and manage their companies with the passion of entrepreneurs.
Job Titles:
- CEO
- President
- Chairman of the Foundation Board for the NC School of Science
- Venture Partner and Managing Director of Hatteras Discovery
Christy Shaffer is a venture partner and managing director of Hatteras Discovery, a seasoned entrepreneur and biotech executive and has more than 20 years of experience in the life science industry. Following her career as a clinical scientist, international project leader and associate director of pulmonary and critical care medicine at Burroughs Wellcome Co., Dr. Shaffer joined Inspire Pharmaceuticals as the first, full-time employee. She was responsible for raising over $300m for the company, including taking the company public in 2000.
As president and CEO, Dr. Shaffer grew the company from 20 scientists to nearly 250 employees with current revenues of over $100 million. Under her leadership, Inspire was named as "Best Place to Work for Scientists" by The Scientist Magazine and "Best Place to Work in North Carolina." She retired from Inspire in March 2010 and has recently played an integral role in the Chancellor's Innovation Circle to enhance entrepreneurship and innovation across the University of North Carolina at Chapel Hill's campus. She has served on numerous boards including the Council for Entrepreneurial Development, the NC Biotechnology Center, NC BIO, the Biotechnology Institute, BIO and PhRMA. She currently serves on the board of trustees for the Cystic Fibrosis Foundation and is a corporate board member for EvoApp and Clinipace, two rapidly-growing companies in Research Triangle Park.
Dr. Shaffer is also the chair of the Foundation Board for the NC School of Science and Mathematics. She was a recent recipient of the Hamner Lifetime Leadership Award at the NC BIOTECH meeting. Dr. Shaffer is a receptor pharmacologist by training, earning her bachelor's and Ph.D. in Pharmacology from the University of Tennessee.
Though Chuck first joined the Foundation staff in 1984, initially serving as treasurer and assistant director, his history with Morehead-Cain goes back more than a decade earlier. He first came to Chapel Hill in 1973 as a Morehead-Cain Scholar, earning his bachelor of arts in economics in 1977. He went on to earn his master's in business administration at UNC-Chapel Hill two years later.
Chuck served as executive director of the Foundation since 1987. Like all Morehead-Cains, he has many interests. He currently serves as a trustee of the Association of Boarding Schools (TABS) and is a former board member of Episcopal High School in Alexandria, Virginia; Summerbridge National (now Breakthrough Collaborative) in San Francisco; and McCue Corporation in Peabody, Massachusetts. An avid golfer, Chuck also tries to time his business travel so that he can visit local art galleries. He's especially partial to a good watercolor.
Job Titles:
- Senior Economic Research Analyst
Cody provides research support on academic and translational research projects in collaboration with UNC Kenan-Flagler Faculty, the institute's chief economist and staff.
Before joining the institute, he was an intern at the OECD in the Productivity, Innovation and Entrepreneurship Division performing data analytics and researching the demand for artificial intelligence-related skills in European labor markets.
Cody is currently pursuing a Ph.D. in economics at the University of North Carolina at Greensboro, and holds a master's degree in applied economics and bachelor's degree in economics from the University of North Carolina at Greensboro.
Job Titles:
- Member of the Board of Advisors
- President of the William R. Kenan
- President, William R. Kenan, Jr. Funds
Dan Drake is the president of the William R. Kenan, Jr. Funds, and chairman of the William R. Kenan, Jr. Fund for Engineering, Technology and Science. From 1967-1998, Dan served as managing director of J.P. Morgan & Co. and continued to consult with the firm until 1999. Dan also served as managing member and chief operating officer of Middlebury Capital Partners LLC from 1999-2001. From 2003-2009, he was the associate publisher of the Nantucket Independent LLC. Dan is currently involved on the boards of a number of nonprofit organizations, including the Linda Loring Nature Foundation and the Nantucket Shellfish Association, serving as president for both organizations. Dan received a bachelor's degree in history from the University of Rochester in 1964 and his J.D. from the Albany Law School of Union University in 1967. Dan was admitted to the New York Bar in 1967. He and his wife Judith reside in Nantucket, Massachusetts.
Job Titles:
- Economic Development Manager, NCGrowth
Before the move to KIPE, Darlene worked with the Carolina Small Business Development Fund, a local community development financial institution to provide technical assistance and access to capital to minority and women-owned businesses across the state.
Darlene has worked for Self-Help and the NC Rural Economic Development Center and is a former Edible Arrangements franchisee. She recently completed a Doctor of Business Administration degree from UNC Charlotte's Belk School of Business where she researched entrepreneurship and digital marketing capabilities in female firms.
Darlene resides in Durham and is married to Kenan Executive MBA Alumni David Deberry. They have two adult children and enjoy traveling the world. Darlene is a recreational runner and lover of chocolate ice cream.
Job Titles:
- Director of the Leadership Initiative
Job Titles:
- Member of the Board of Advisors
- Principal, Carroll Family Holdings LLC
David Carroll has over 42 years of institutional experience as a financial services executive with expertise in wealth and asset management as well as retail and commercial banking with Wells Fargo and predecessors Wachovia and First Union. In 2017, after 38 years Mr. Carroll retired from Wells Fargo as Senior Executive Vice President and Head of Wealth and Investment Management. The Wealth and Investment Management Group consisted of Wells Fargo Advisors ( Wells's retail broker dealer), Wells Fargo Asset Management, Wells Fargo Retirement Services, Wells Fargo Private Bank/Wealth Management, Abbot Downing, the ultra high net worth business, and the Wells Fargo Investment Institute. The group accounted for over $16 BN in annual revenue, $2.5 BN in after tax earnings, over $2TR in assets under management, and approximately 16,000 employees. Since retiring from Wells Fargo Mr. Carroll has been active in managing his family's private equity and venture capital portfolio, focused on healthcare, and technology.
Mr. Carroll began his career at First Union Bank, where he grew up on the commercial and retail banking side, and ultimately became CEO of the bank's Georgia and Florida businesses. In addition to being involved in over 30 mergers and acquisitions over his career he had senior leadership roles in Technology, Mortgage Banking, Corporate Real Estate, Enterprise Information Management, Marketing, Card Services, and E Commerce. He co-led merger integration in the merger integration between Wachovia and First Union and in 2001, he became President of Wachovia's Capital Management Group - the asset management, brokerage, retirement services and reinsurance businesses.
Mr. Carroll holds a bachelor's degree in business administration from UNC Kenan-Flagler Business School, and currently serves on the Board of Advisors for Kenan Flagler Business School, the UNC-Chapel Hill Foundation Investment Fund and the Board of Directors of Infosel Financiero SA de CV, a Mexico City based information fintech company.
David is responsible for oversight and management of the internal operations, administration, finance, and human resources of the Kenan Institute.
He previously served as the institute's director of business development and finance. Prior to joining the institute, David was director of economic development and engagement for UNC's Renaissance Computing Institute (RENCI), where he led the formation of two public-private partnerships: the National Consortium for Data Science and the iRODS Consortium.
David has a master's degree in international relations from the University of Virginia, and a bachelor's degree in political science from the University of Missouri-Columbia.
Job Titles:
- Professor
- the James and Gail Vander Weide Professor of Finance, Duke University Fuqua School of Business Research Director, Duke Innovation and Entrepreneurship Initiative
David Robinson is the James and Gail Vander Weide Professor of Finance
at the Fuqua School of Business. He is also a Faculty Research Associate at the National Bureau of Economic Research, where he serves as the co-Director of the Entrepreneurship Working Group. His research has appeared in leading academic journals in finance and economics, including the Journal of Finance, Journal of Financial Economics, Review of Financial Studies, and the American Economic Review.
Professor Robinson earned an MBA and PhD from the University of Chicago GSB, a Master's from the London School of Economics, and a Bachelor of Arts from the University of North Carolina. In 2016 he received an honorary doctorate from the Stockholm School of Economics.
Job Titles:
- Member of the Board of Advisors
- Executive Coach and Board Director
DeLisa Alexander served as the executive vice president and chief people officer of Red Hat, leading the organization responsible for global human resources including Red Hat University, from 2011 to 2021. The organization's mission is to be a strategic partner to the business in acquiring, developing, and retaining talent and to enhance the Red Hat culture and talent brand. During Alexander's tenure, Red Hat grew from 1,100 to 8,000+ associates and was recognized as one of the best places to work in multiple publications around the globe.
The founder of the Women's Leadership Community at Red Hat, Alexander received a 2015 Stevie Silver Women in Business award in recognition of her leadership in advancing opportunities for women in technology. She serves on the executive committee for the Council for Entrepreneurial Development (CED); the board of directors for Raleigh Chamber of Commerce and Innovate Raleigh; and the board of advisors for the Bull City Ventures, NC State University Poole College of Management and SoarTriangle
Alexander joined Red Hat in 2001 and served in the office of general counsel until mid 2006, most recently as assistant general counsel and assistant secretary. She received her JD degree from the Antonin Scalia Law School at George Mason University.
Job Titles:
- Member of the Board of Advisors
- Family Managing Director of Domestic Policy, the George W. Bush Institute CEO, Political Quotient Advisors LLC
Job Titles:
- Member of the Board of Advisors
- Tax Director, Tax Ops, Facebook, Inc
Donald Dwight has spent nearly 30 years serving the tax needs of his clients in a variety of industries, including manufacturers, media, software, biotech and pharmaceutical companies. Much of his experience is focused on corporate client needs, both publicly and privately-held, domestic and multinational. He has led a broad range of consulting and compliance engagements, including accounting method reviews, due diligence projects, restructuring for tax efficiency, IRS and state income/franchise audits and credits studies. Dwight is currently Tax Director, Tax Ops for Facebook, Inc. Previous roles include executive tax director at Ernst & Young, tax manager at Jefferson Wells International, tax director at RSM McGladrey, Inc., tax director at PricewaterhouseCoopers, LLP, and tax director at Arthur Andersen & Co., LLP. Dwight has led the Entrepreneur of the Year (EOY) Program in Austin, Texas, which recognizes Central Texas entrepreneurs.
He received his MBA from Michigan State University and his bachelor's from Kalamazoo College. He is also Certified Public Accountant in Michigan, North Carolina and Texas
Job Titles:
- Executive in Residence, UNC Gillings School of Global Public Health
Don is Executive in Residence at the University of North Carolina (UNC) Gillings School of Global Public Health. He is Chairman of the School's Advisory Council, and an Adjunct Professor of Health Policy and Management. He also serves as a member of the UNC Chancellor's Innovation Circle, the Office of Technology Advisory Committee, and the Commercialization of Technology Task Force. He is the former Founder, Chairman, and Chief Executive Officer of Constella Group, a leading global provider of health consulting services operating in more than 60 countries. The company had $200 million in revenue and more than 1,800 employees when it was sold to SRA International in August of 2005. He was also the founder and served as chairman of the board of Expression Analysis, Inc., a genomic services company spun out of Duke University Medical Center. The company had $25 million in revenue when sold to Quintiles in August 2012.
His public health experience led to a 2008 appointment to the Presidential Advisory Council on HIV/AIDS. He currently serves as a member of the Board of the Accordia Global Health Foundation, which is creating a network of Centers of Excellence to drive health innovation in Sub-Saharan Africa. In 2011 he co-founded and now serves on the board of Veritas Collaborative, an innovative eating disorders clinic in Durham, North Carolina. In 2013 he co-founded and now serves on the board Genome Identification Group, a company providing forensic human identification services to the judicial system. He also serves on the board of SLG Ventures, the UNC Educational Foundation, and on the Advisory Board for Southern Capitol Ventures and Bull City Venture Partners. In 2003 and again in 2007, he was recognized by the North Carolina Council for Entrepreneurial Development with its Entrepreneurial Excellence Award. In 2005, Ernst & Young named him as a Carolinas Entrepreneur of the Year® and he subsequently served as both a regional and national judge for this prestigious program.
Job Titles:
- Breakthrough Energy Ventures As Executive Managing Director
- Executive Managing Director & Science Lead, Breakthrough Energy Ventures
Dr. Eric Toone joined Breakthrough Energy Ventures as executive managing director and science lead in 2017. The investor-led fund was created by the Breakthrough Energy Coalition, which billionaire Bill Gates established to develop new energy technology.
From 2013 to 2017, Professor Toone served as vice provost and director of the Duke University Innovation and Entrepreneurship Initiative, a program designed to foster entrepreneurship across the entire university community.
Dr. Toone began his career at Duke in 1990, and during that time he authored nearly 300 original papers, reviews, book chapters and abstracts in physical organic and biophysical chemistry. He is also listed as an inventor on more than 30 patents in a range of biomedical fields and is a scientific founder of two research-based pharmaceutical companies, Aerie Pharmaceuticals and Vindica Pharmaceuticals, focused on ophthalmology and therapeutic administration of nitric oxide, respectively. From 2009 to 2012, Professor Toone was detailed to the U.S. Department of Energy's Advanced Research Projects Agency - Energy (ARPA-E). During that time, he served both as program director and deputy director for technology before leaving the agency in 2012 to return to Duke. As program director, Dr. Toone devised and implemented ARPA-E's Electrofuels program, which explores the use of non-photosynthetic autotrophic organisms for the production of energy-dense, infrastructure-compatible liquid fuels.
Dr. Toone received his doctoral degree in organic chemistry from the University of Toronto in 1988 and completed post-doctoral studies with Professor George Whitesides at Harvard University in 1990. He earned his master's at the University of Toronto and his bachelor's from the University of Guelph.
Job Titles:
- Business Advisor
- Founder and CEO of Luminas Strategy
Dwayne Keith Pigues is an entrepreneur, business advisor, global speaker, board member and author. Pigues is the founder and CEO of Luminas Strategy, a Research Triangle Park company focused on customer-driven growth and innovation. He co-authored "Winning with Customers: A Playbook for B2B" in 2010 (Pigues and Alderman, Wiley & Sons). He also serves as an advisory board member for SpokeHub, a social media and marketing analytics company. Pigues is chairman of the P3T Group, Inc. and serves on the board of directors of the Office of Mortgage Settlement Oversight.
Pigues' previous positions include senior academic and administrative officer, dean of the school of business and tenured professor of management at North Carolina Central University. Pigues served as an independent director for Prometheus Group, a private-equity backed software company, and was a board member for the Business Marketing Association (BMA) where he was chairman. Pigues is a member of the Executive Leadership Council (ELC) and Sigma Pi Phi Fraternity - Gamma Sigma Boule. While an adjunct faculty member at the UNC Kenan-Flagler Business School, he taught leadership and served as an executive coach for the Leadership Immersion Program - a one-of-a-kind course among top business schools focused on leadership development.
Pigues has held executive positions at Honeywell, CEMEX, ADP and RR Donnelley. He has more than 25 years of experience in marketing, strategic planning and sales leadership in firms ranging from the Fortune 500 to mid-market private-equity backed ventures in a range of industries. He has served in a variety of senior leadership positions, including corporate senior vice president and executive committee member. He began his career in sales & marketing in the information technology industry with IBM and Hewlett Packard.
Black Enterprise Magazine named Pigues as one of its top executives in marketing and advertising in 2011. He was also inducted into the Beta Gamma Sigma International Business Honor Society in 2011. B2B Magazine recognized him as a leading senior marketing practitioner and a member of "Who's Who in B-to-B" in both 2007 and 2010. He was awarded the Frost & Sullivan Marketing Lifetime Achievement Award in 2007. Pigues' accomplishments and contributions as a business executive, speaker, thought leader and author have been recognized by Inc. Magazine, Frost & Sullivan, Canadian Marketing Association, Consortium for Graduate Study in Management, BtoB Magazine, Business Marketing Association, American Marketing Association, Yahoo! Finance and CNBC.
Job Titles:
- Assistant Director of Business Programs at NCGrowth
- Assistant Director of Business Programs, NCGrowth / Shannon
Elizabeth Basnight is the Assistant Director of Business Programs at NCGrowth. Since 2013 she has supported hundreds of businesses and communities to build shared prosperity through applied research and business technical assistance. Elizabeth has deep roots in Eastern North Carolina. As a student at UNC-Chapel Hill she was part of the NC Fellows Program and received funding to run a surf camp for girls in Nicaragua. She has worked on a risk-reduction program in Cambodia and for several non-profits in Chapel Hill. Her desire to engage students and her drive to support entrepreneurship education led her back to UNC where she served as internship director for the Minor in Entrepreneurship. She has years of experience with small-scale farming and an agritourism business in Saxapahaw, NC. In her free time, she goes back to her hometown of Morehead City and travels internationally to remote surfing destinations with her two young sons.
Job Titles:
- Edward Bernstein Distinguished Professor of Economics and Professor of Finance, Faculty Director of Rethinc. Labs
Eric Ghysels is the Edward Bernstein Distinguished Professor of Economics and a finance professor at UNC Kenan-Flagler.
His main research interests are time series econometrics and finance.
He teaches empirical finance and time series PhD courses. He has published in the leading economics, finance and statistics journals. He served on the editorial boards of several academic journals and is co-editor of the Journal of Business and Economic Statistics.
Dr. Ghysels, who speaks French, Dutch and German, has been a visiting professor or scholar at several major U.S., European and Asian universities.
He is an amateur piano player.
He received his PhD and MA from Northwestern University and his BA from the University of Brussels.
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 bachelor's of science 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.
Job Titles:
- Gladys Hall Coates Distinguished Professor of Public Law and Government, UNC School of Government Director, NcIMPACT Initiative
Job Titles:
- Founder and Research Director, Institute for Private Capital
Greg Brown's research centers on alternative investments, including hedge funds and private equity funds. He is a leading expert on financial risk and the use of derivative contracts as risk management tools.
He is the founder and research director of the Institute for Private Capital.
Greg served as executive director of the Kenan Institute of Private Enterprise from 2015 to 2023. During his tenure, he significantly increased engagement with faculty members whose research has strengthened the institute as a source of data-driven solutions to economic problems for the public and private sectors. The institute filled a vital role during the pandemic, creating a COVID-19 dashboard displaying real-time data for North Carolina business leaders and policymakers, enabling better-informed decisions about the state's reopening. In 2022, Brown helped launch the American Growth Project, which supports government officials, business leaders and other decision-makers by providing real-time economic analysis and forecasts.
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 and The Financial Analyst Journal. He serves on the editorial board of the Journal of Alternative Investments.
Greg serves on the board of directors of the Chartered Alternative Investment Analyst Association.
He previously served as director of research for Amundi Smith Breeden Associates, a global asset management firm specializing in fixed income investments. He has served as a consultant on financial risk and portfolio management for money management firms, the U.S. government, nonprofits and Fortune 500 companies.
Prior to joining UNC Kenan-Flagler, he worked at the board of governors of the Federal Reserve System in the division of research and statistics.
He also worked in artist relations for a subsidiary of Capitol Records in Hollywood.
He received his Ph.D. in finance from the University of Texas at Austin and his B.S. with honors in physics and economics from Duke University.
Job Titles:
- Vice Chair of the Board of Directors of RTI International
- Vice President - Corporate Public Affairs, Duke Energy
Hilda 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.
Job Titles:
- Founder, Howard N. Lee Institute
Howard Nathaniel Lee, born July 28, 1934, grew up on a sharecropper's farm in Lithonia, Georgia. He graduated from Bruce High School in 1953. He attended Fort Valley State College in Georgia where he received a BA degree in Sociology in 1959. In August 1959, he was drafted and served two years in the United States Army; spending more than one year in Korea. After being honorably discharged from active duty in 1961, he worked three years as a Juvenile Probation Officer in Savannah, Georgia. In 1964, he enrolled in the graduate School of Social Work at the University of North Carolina at Chapel Hill, North Carolina and received his Master's Degree in 1966.
In 1969, Lee was elected and served three terms (1975) as Mayor of Chapel Hill. In 1976, he was a candidate for Lieutenant Governor, but lost in a bitter and contentious second primary run-off election. In 1977- 1981, he served as Secretary of the Department of Natural Resources and Community Development, a cabinet-level position in the Governor Jim Hunt Administration. Among his numerous achievements, he initiated a "Mountains to the Sea Hiking Trail," which stretches from the North Carolina Mountains to the coast. 1966-1975, Lee served as an administrator at Duke University and on the faculty at North Carolina Central University. 1982-1991, he was a member of the School of Social Work faculty at The University of North Carolina at Chapel Hill. He has lectured at numerous universities throughout the South and Nation.
Lee has contributed chapters to several books and has published articles in many professional, academic, and business publications. Lee has recently released several inspirational writings, entitled: "I Am A Teacher," "Twelve Strategies for Leaders," A Teacher's Call, A Call to Public Service and "The Black Man's Journey." In 2008, he released his biographical memoir, entitled: "The Courage to Lead, One Man's Journey in Public Service." In his memoir, Lee shares his life story and shares insight about how he survived the oppressive Jim Crow South, overcame obstacles, and broke racial barriers as he rose to a position of political prominence and power. In 1990, Lee was elected to the North Carolina Senate where he served for 13 years. During his tenure, he held several powerful committee chairmanships; presiding over education, transportation and Appropriations Committees. In the North Carolina Senate, Lee built his reputation as a fighter for education reform. He fought for higher teacher salaries, increased funding for public and higher education and advocated for raising teacher and student standards. In addition, he sponsored or co-sponsored several major pieces of educational legislation, which included Smart Start, More at Four (a pre-kindergarten program), the Excellent Schools Act for school reform, and the Safe Schools Act.
In 2003-2009, Lee was elected to the position as Chairman of the North Carolina State Board of Education and a member of the North Carolina Utilities Commission. As a successful entrepreneur, Howard Lee founded and operated several successful business enterprises. From March 2009- September 2011, Lee served as the first Executive Director of the North Carolina Education Cabinet having been appointed by Governor Beverly Eaves Perdue.
Job Titles:
- Distinguished Professor of Leadership and Organizational Behavior and Senior Associate Dean for Academic Affairs, UNC Kenan - Flagler Business School
Organizational climate, organizational change, leadership and modeling the influence of organizational factors on individual behavior and performance are the focus of research and consulting for Dave Hofmann.
An award-winning researcher and teacher in organizational behavior and leadership, Dr. Hofmann is academic director of the Leadership Initiative. He is the former area chair of organizational behavior and associate dean of the MBA Program.
His research played a key role in the organizational changes instituted at NASA after the Columbia accident through an organizational and safety culture assessment instrument he developed in partnership with Behavioral Science Technologies, Inc. He received a Fulbright grant to study errors and safety issues in organizations with a colleague in Germany and a Robert Wood Johnson Foundation grant to investigate error management and organizational learning on nursing units.
The real-world relevance of his research was recognized by the American Psychological Association (APA) Decade of Behavior Research award. The APA honored the practical application of his research investigating leadership issues in high-risk industries, and he presented his findings at a Congressional briefing. Dr. Hofmann also received the Yoder-Heneman Research award from the Society of Human Resource Management.
Dr. Hofmann has consulted, conducted applied research and led executive workshops with a variety of organizations, including A.E. Staley Manufacturing Corporation, Aker Gulf Marine, Behavioral Science Technologies, Bell Atlantic, Brookhaven National Laboratory, Carrier Corporation/United Technologies, Citibank, Dentsply, Eli Lilly Corporation, ExxonMobil, Maplehurst Bakeries, National Multi Housing Association, Sony-Ericsson, U.S. Air Force, U.S. Army, U.S. Navy and U.S. Postal Service.
He is a fellow of the Society for Industrial and Organizational Psychology and the American Psychological Society.
He earned his PhD in industrial and organizational psychology from Pennsylvania State University, a master's degree in industrial and organizational psychology from the University of Central Florida and a bachelor's degree in business administration from Furman University.
Job Titles:
- Member of the Board of Advisors
- Founder & CEO, Chadsworth Incorporated
Job Titles:
- Member of the Board of Advisors
- Professor of Accounting, the Wharton School at the University of Pennsylvania
Job Titles:
- Partner, Sidley Austin LLP
Job Titles:
- Assistant Director of Student Engagement, Luther Hodges Scholars
Job Titles:
- Assistant Director for South Carolina, NCGrowth
Job Titles:
- Executive Director, Luther Hodges Scholars
Job Titles:
- Executive Assistant to the Executive Director
Job Titles:
- Executive Director, NCGrowth
Job Titles:
- Member of the Board of Advisors
Job Titles:
- Senior Program Manager, NCGrowth
Job Titles:
- Executive Director, Kenan Institute of Private Enterprise Professor of Finance and Associate Dean of the Ph.D. Program, UNC Kenan - Flagler Business School
Job Titles:
- Member of the Board of Advisors
- Senior Vice President and Institutional Consultant, Graystone Consulting
Job Titles:
- Assistant Director of External Relations, Luther Hodges Scholars / Shannon
Job Titles:
- Associate Director of Research Engagement
Job Titles:
- Interim Director of External Affairs
Job Titles:
- Assistant Director of Business Development
Job Titles:
- Associate Director, American Growth Project
Job Titles:
- Assistant Director of Finance
Job Titles:
- Program Manager, NCGrowth
Dr. Hartzell and Andrew Baum wrote Global Property Investment: Strategies, Structures, Decisions (Wiley Blackwell, 2012), which is used by both students and practitioners of real estate. The book has been adopted for use at many universities in the United States and the U.K. including the University of Cambridge and Oxford University, where they have teaching appointments.
He brings valuable experience as a former vice president at Salomon Brothers Inc. in New York, where his primary focus was on institutional real estate finance and investments. His group was the first to bring commercial mortgage backed securities (CMBS) to market.
He also worked as a research associate for The Urban Institute and as a financial economist for the U.S. Office of the Comptroller of Currency. He served as president of the leading academic real estate group, The American Real Estate and Urban Economics Association (AREUEA), in 2000.
Dr. Hartzell serves on the board of directors of Highwoods Properties, a publicly traded real estate investment trust (REIT) that focuses its investment and development in the office sector in southeastern markets in the United States. He serves on the investment committee and the audit committee of the board.
He has worked with numerous companies on a consulting basis, notably Heitman Capital Management in Chicago, with whom he has been affiliated since 1994. Additional consulting engagements have included the board of directors of Citigroup, CB Richard Ellis, Weil Gottschall, Cornerstone Research, Henderson Asset Management (U.K.), PRA Securities, Heitman/JMB Advisory Corp., JMB Institutional Realty Corp., Salomon Brothers Inc., Prudential Real Estate Investors, American Council of Life Insurance, Travelers Realty Investment Corporation, GE Capital, Metropolitan Life and ABP (Dutch Public Employees Pension Fund).
Dr. Hartzell served in many administrative roles since joining the faculty. He was the associate dean for MBA Programs, with administrative responsibility for the full-time MBA Program and all Executive MBA Programs from 1994-1998. For most of his years at UNC Kenan-Flagler, he served as director of the Real Estate Program and coordinator of the Real Estate Concentration in MBA Program.
He received his PhD from UNC-Chapel Hill and his MA and BS from the University of Delaware.
Job Titles:
- President & CEO, StoneLaurel
Job Titles:
- Assistant Director of External Affairs
Job Titles:
- Business Administration, Duke University Fuqua School of Business, and 2024 Kenan Institute Distinguished Fellow
Christine Moorman is the T. Austin Finch, Sr. Professor of Business Administration at the Fuqua School of Business, Duke University. Her research examines the nature and effects of learning and knowledge utilization about marketing by consumers, managers, organizations, and financial markets. Professor Moorman's research has been published in a range of top journals, including the Journal of Marketing, Journal of Marketing Research, Marketing Science, Journal of Consumer Research, Academy of Management Review, Academy of Management Journal, and Administrative Science Quarterly and has been supported by grants from the National Science Foundation and the Marketing Science Institute.
Professor Moorman served as the Editor-in-Chief of the Journal of Marketing from 2018-2022. She was named the 2018 AMA-Irwin-McGraw-Hill Distinguished Marketing Educator, the 2022 AMA Foundation William L. Wilkie "Marketing for a Better World" Award, the 2022 Gil Churchill Award for Lifetime Contributions to Marketing Research, an AMA Fellow in 2017, the 2012 Paul D. Converse award for significant contributions to marketing, and the 2008 Mahajan Award for career contributions to the field of marketing strategy. At Duke, Professor Moorman was awarded the 2006 Bank of America award, the highest honor a Fuqua faculty can receive from professor peers.
Professor Moorman is the founder and managing director of The CMO Survey where she collects and disseminates the opinions of marketing leaders in order to predict the future of markets, track marketing excellence, and improve the value of marketing in organizations and in society. She blogs about survey findings at Forbes, Harvard Business Review, Marketing News, and The CMO Survey. Professor Moorman is author of the book, Strategy from the Outside In: Profiting from Customer Value with George S. Day (which was awarded the 2011 Berry Book prize for the best book in the field of marketing) and Strategic Market Management with David A.
Professor Moorman has served as an Academic Trustee for the Marketing Science Institute, as a member of the Board of Directors of the American Marketing Association, Chair of the Marketing Strategy Special Interest Group for the AMA, and as Director of Public Policy for the Association for Consumer Research. She has served as area chair, Chair of Dean's Search Committee, and on the University's Academic Priorities Committee at Duke.
Job Titles:
- Global Transformation & Operations Executive, Google
Job Titles:
- CEO, the Michael Thomas Group Inc. Former President, North Carolina Community College System
Job Titles:
- Program Coordinator, Luther Hodges Scholars