IMCA is excited to have the following speakers at the 2010 Annual Conference.

Erin Arvedlund
Erin Arvedlund is a financial writer and author of Too Good to Be True, a book about the rise and fall of Bernard Madoff. She worked on Wall Street during 2006–2008, at a start-up hedge fund, then in the private client hedge funds division at Bernstein Global Wealth Management, a unit of AllianceBernstein L.P., investment advisory firm. From 1993–2005 she worked as a reporter for a variety of publications: The New York Times, The Wall Street Journal, Barron's, and TheStreet.com. She also worked abroad at The Moscow Times and began her career at Dow Jones News Service. Ms. Arvedlund earned a BA from Tufts University; she also spent a semester abroad studying at Leningrad State University, St. Petersburg, Russia.

Nick M. Bapis
Nick Bapis is partner and managing director at High Tower Advisors. Previously he spent many years as a senior vice president, wealth advisor, senior consultant ICS at Morgan Stanley. Before that he spent 18 years with E .F. Hutton & Co. He began his career at F. I. DuPont & Co. in 1969. His expertise includes financial planning, fixed income, and equity investments for high-net worth individuals and institutions. He earned a BA in banking and finance from the University of Utah. He was named one of the top 50 financial advisors by Registered Rep for 2008; Barron's named him as a member of the top 70 financial advisors; and Research named his group among the top three family teams.

Ivar (Jeff) Bolander, CIMA^®, CWS^®
Ivar (Jeff) Bolander is a senior vice president, wealth advisor, and senior investment management consultant in the Santa Rosa office of Morgan Stanley Smith Barney, where he specializes in high-net- and ultra-high-net-worth clients and focuses on concentrated equity holders who are in technology, telecom, and family-office situations. He is experienced with separately managed accounts, private equity, hedge funds, managed futures, risk management, estate planning, and cash management. Mr. Bolander is a charter member of the Morgan Stanley Smith Barney Senior Consultants Program and serves as co-chair of the Consulting Group Advisory Board. He has been involved in the input, initial stages of design, and implementation of individual asset liability modeling and performance reporting programs for the firm. He has been a frequent speaker at Morgan Stanley Smith Barney national, regional, and local conferences. He earned a BA in economics from University of Washington.

Jean L. P. Brunel, MBA, CFA^®
Jean Brunel is managing principal of Brunel Associates, which offers wealth management consulting to ultra-affluent individuals. Mr. Brunel spent the bulk of his career in the investment management group of J.P. Morgan, where he worked in the United States and abroad from 1976 until his retirement in 1999. He is editor of the Journal of Wealth Management and a trustee of the Research Foundation of The CFA Institute. He is author of Integrated Wealth Management: The New Direction for Portfolio Managers and numerous peer-reviewed articles. Mr. Brunel is a graduate of École des Hautes Etudes Commerciales in France, and he earned an MBA from the Kellogg Graduate School of Management at Northwestern University.

Ludwig B. Chincarini, PhD, CFA^®
Ludwig Chincarini is an assistant professor of economics at Pomona College. Previously he worked as director of research at Rydex Global Advisors, where he co-developed the S&P 500 Equal-Weight Index and the Rydex S&P Equal Weight ETF that tracks the index. Before that, he helped build FOLIOfn, an online investment firm specializing in personal accounts. As director of research, he managed more than 120 portfolios, designed the asset allocation system, and created a monthly newsletter for clients. He also worked at the Bank for International Settlements as a research analyst for trading operations and in the portfolio management division, as well as for Schroders, an asset management company, where he developed models to help manage fixed income portfolios and determine asset allocation. He earned a PhD at Massachusetts Institute of Technology and a BA at University of California, Berkeley.

Anthony J. Crescenzi
Anthony Crescenzi is a senior vice president, market strategist, and portfolio manager in the Newport Beach office of PIMCO. Previously he was chief bond market strategist at Miller Tabak, where he worked for 23 years, helped create the firm's asset management division, and served as its chairman. Mr. Crescenzi has written three books, including Investing from the Top Down and a 1,200-page revision to Marcia Stigum's classic, The Money Market. He taught in the executive MBA program at Baruch College from 1999–2009. He earned an MBA from St. John's University and an undergraduate degree from the City University of New York.

Anthony Davidow, CIMA^®
Tony Davidow is executive vice president and head of distribution for IndexIQ. Previously he was managing director and director of sales and training for Morgan Stanley’s consulting services group, where he was responsible for delivering solutions across institutional, private client, and retail market segments. He also was director of business development at Graystone Wealth Management Services and a member of the firm’s client strategy group. Before that he was a vice president at Kidder Peabody, where he was responsible for the NOVA consulting business and director of the portfolio services group. He earned a BBA in finance and investments at Bernard Baruch University. He serves on the IMCA board of directors and is the board liaison to the national conference committee. He lectures and writes often about the institutional and high-net-worth marketplace.

Ric Dillon, MBA
Ric Dillon is corporate CEO and chief investment officer at Diamond Hill Capital Management. Previously he was a portfolio manager with Loomis Sayles Dillon Capital Management, a portfolio manager with Winters Bank and Parker, Carlson & Johnson, and an analyst at Ohio Public Employees Retirement System. He earned a BS in finance and an MA at The Ohio State University, and an MBA at University of Dayton.

Theodor Enders, CFA^®
Theodor (TP) Enders is a vice president and portfolio strategist for the portfolio strategy group within GSAM’s third-party distribution team. Previously he worked for a Boston alternative investment firm, where he developed qualitative trading models and managed a fund of funds. Before that he was an equity research analyst at Merrill Lynch and a corporate strategist with Morgan Stanley. Earlier he was a surface warfare officer in the US Navy. Mr. Enders earned degrees in operations research and financial engineering at Cornell.

Jack Gardner, CIMA^®, AIFA^®
Jack Gardner is managing director of Thornburg Investment Management and national sales director for Thornburg Securities Corporation, distributor of the Thornburg family of mutual funds. He is author of How to Write an Investment Policy Statement and is on the policy board for the Investment Fiduciary Leadership Council. Mr. Gardner earned a BS in accounting at Stonehill College and an MS in computer information systems at Bentley College.

Daniel Gilbert, PhD
Daniel Gilbert is a social psychologist and a professor at Harvard known for his research on affective forecasting, with an emphasis on cognitive biases such as the impact bias. He is author of Stumbling on Happiness, which has been translated into more than 25 languages and won the 2007 Royal Society Prize for the year’s best popular science book. As a youth, Gilbert dropped out of high school and wanted to write science fiction. When the creative writing class at the local community college was full, he signed up for the only class that was still open: Introduction to Psychology. He eventually earned a BA in psychology from University of Colorado at Denver, then a PhD in social psychology from Princeton. He has won the Phi Beta Kappa Teaching Prize, a Guggenheim Fellowship, and the American Psychological Association’s Distinguished Scientific Award for an Early Career Contribution to Psychology. In 2008 he was elected to the American Academy of Arts and Sciences. His essays have appeared in The New York Times, The Los Angeles Times, Forbes, Time, and elsewhere; he also writes short stories, has TV-show guest, and is host of the six-hour NOVA series "This Emotional Life," which will air on PBS in 2010.

Philip H. Gocke, MBA
Philip Gocke is a managing director of the Options Industry Council, a nonprofit association sponsored by the six U.S. options exchanges and the Options Clearing Corporation that promotes education about exchange-traded options. He also is founder and president of Brite Sky LLC, an options trading company. Previously he was a managing director and CEO of Van Der Moolen Options USA, where he was responsible for all trading, marketing, compliance, and financial disclosure for options specialist and market-making activities on several exchanges. Before that he was a managing director of Tague Van Der Moolen LLC. Mr. Gocke has served on or chaired a number of Philadelphia Stock Exchange and ISE management committees. He has developed a workshop on options and lectured internationally. Before moving to Philadelphia, he was a vice president and chief advisor for Bank of America’s financial market advisory group and a senior foreign exchange trader for the Federal Reserve Bank of New York. Mr. Gocke earned a BA in economics at Lafayette College and an MBA at New York University.

Reverend Peter J. Gomes
Peter Gomes is an American Baptist minister who has serves in The Memorial Church at Harvard University and has been on the Harvard faculty since 1974. He preaches nationally and internationally and offered prayers at the inaugurals of Presidents Ronald Reagan and George H. W. Bush. His best-selling books include: The Good Book: Reading the Bible with Mind and Heart, Sermons: Biblical Wisdom for Daily Living, The Good Life: Truths That Last in Times of Need, Strength for the Journey: Biblical Wisdom for Daily Living, The Scandalous Gospel of Jesus: What’s So Good About the Good News?, and A Word to the Wise, and Other Sermons Preached at Harvard. Rev. Gomes was named Clergy of the Year in 1998 by Religion in American Life and in 2007 he was appointed by Her Majesty Queen Elizabeth II to membership in The Most Venerable Order of the Hospital of St. John of Jerusalem. He serves as trustee of The National Cathedral School, Washington, DC.; Harvard University trustee of The Museum of Fine Arts, Boston; trustee of The Roxbury Latin School; and trustee of Bates College. He earned a bachelors degree from Bates College and graduated from Harvard Divinity School; he has been awarded 37 honorary degrees.

Kip Gregory
Kip Gregory is founder of The Gregory Group and specializes in financial-service business development strategies. He has 15 years of experience in marketing and senior management in the insurance, securities, banking, brokerage, and direct marketing industries, which he uses to help clients find competitive advantage. Before founding The Gregory Group, he spent 11 years in business development for GE Capital. He is a frequent industry speaker and writes about strategic thinking, marketing, and technology issues for financial service publications.

Kenneth Haman
Ken Haman is a managing director in The Advisor Institute at AllianceBernstein, where he develops and delivers consulting and training to financial advisors and key leaders at AllianceBernstein’s partner firms, specifically in the areas of effective communications with clients and practice management. Before joining AllianceBernstein in 2005, he managed a private practice in psychotherapy for 20 years in the Washington, DC, area and a consulting practice to financial professionals and executives in the mid-Atlantic states. He earned a BA in business administration, two graduate degrees in psychology and theology, and certifications in clinical hypnosis and neuro-linguistic programming.

Brian S. Hamburger, JD, CRCP, AIFA^®
Brian Hamburger is founder and managing member of the Hamburger Law Firm as well as founder and managing director of MarketCounsel, an affiliated business, regulatory, and compliance consulting firm for entrepreneurial investment advisory firms. Previously he worked as an attorney with the securities practice group of a large New Jersey law firm. Before that, he served as a law clerk in the Enforcement Division of the U.S. Securities & Exchange Commission. He is a frequent lecturer on securities-industry topics and serve on several boards of directors and advisory boards. He earned an undergraduate degree in economics and financial management from Quinnipiac College and a JD from University of Miami.

Gary Holland
Gary Holland is vice president and publisher of Barron's. He oversees all business activity for Barron's, including the publication’s series of best-practices conferences for elite-tier financial advisors who span the independent, consultant, and national full-service channels. He is a 26-year veteran of Dow Jones & Company and worked in various business capacities at Barron's and the Wall Street Journal before being named to head Barron's business and operations. He is a graduate of Roanoke College and earned an MBA from Lake Forest School of Management.

David P. Kelly, PhD, CFA^®
David Kellyis chief market strategist at JPMorgan Funds, where provides insight and perspective on the markets to thousands of financial advisors and their clients. He is a frequent keynote speaker at many national investment conferences, where he specializes in explaining complex economic and market issues in language that financial advisors can use to communicate to clients. He is also a frequent guest on CNBC and other financial news outlets. Previously he served as economic advisor to Putnam Investments and as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers, and DRI/McGraw-Hill. He earned a BA in economics at University College Dublin (Ireland), and MA and PhD degrees in economics at Michigan State University.

Halvard Kvaale, CIMA^®
Halvard Kvaale is a managing director and head of portfolio advisory services at Morgan Stanley Smith Barney. Previously he was head of global advisor research at Morgan Stanley. Before that he served as the head of global manager research and fee-based advisory solutions at Deutsche Bank, and before that he worked at Prudential Investments to managing consulting programs, running the investment management analysis unit and the senior consulting and performance measurement groups. He attended the Norwegian School of Management and earned an MS degree summa cum laude in investing at San Francisco State University.

Robert M. Lanigan, CIMA^®
Robert M. Lanigan is an executive director with Morgan Stanley Private Wealth Management, where he is responsible for managing relationships with investors of significant net worth, including several Forbes 400 families. He and his team manage approximately $1.8 billion in assets and cover all aspects of multigenerational wealth including asset allocation, risk management, investment management, restricted stock issues, and estate plan execution. Previously Mr. Lanigan opened and managed J. P. Morgan’s private client securities office in Chicago. Before that, he managed the Bankers Trust Private Bank office in Chicago and was an investment banker, including six years with the corporate finance department of Dean Witter Reynolds. Mr. Lanigan graduated with honors from Indiana University and earned an MBA from The University of Chicago.

Michael Lewis
Michael Lewis is a financial journalist and author of numerous nonfiction books including Liar’s Poker, the account of his experiences at Salomon Brothers and the excesses of the investment banking industry. His other books cover a variety of topics, including U.S./Japanese business relations (Pacific Rift), the 1996 presidential campaign (Trail Fever), Silicon Valley (The New New Thing), and the Internet boom (Next: The Future Just Happened). He investigated the economics of professional sports in Moneyball (2003) and The Blind Side (2006); and he edited Panic, an anthology of essays about the financial crises of 1990s. He earned a BA from Princeton and a master's degree from the London School of Economics.

Richard Marston, PhD
Richard Marston is the James R. Guy Professor of Finance; professor of economics; and director, Weiss Center for International Financial Research at The Wharton School, University of Pennsylvania. His areas of research include international investments; international asset pricing; and foreign exchange risk management. He is associate editor of the Journal of International Money and Finance, and he serves on the editorial boards of Empirical Economics and Japan and the World Economy. He earned a PhD at Massachusetts Institute of Technology, a BPhil at University of Oxford, and an AB at Yale. Dr. Marston has been a faculty member of IMCA’s CIMA certification program since its inception in 1987.

Joe Navarro
Joe Navarro, author of Louder than Words and What Every Body is Saying, is a retired FBI special agent who specializes in nonverbal communication. In his 25 years with the FBI, he worked in counterintelligence and behavioral assessment; now he shares that expertise in speaking engagements and in the media. Mr. Navarro has appeared on CNN, CNN International, Fox News, CBS, NBC, National Public Radio, and in The Times (UK), and The Manchester Guardian addressing interviewing, management practices, and body language. He’s been described as “a world-class observer.”

John A. Nersesian, CIMA^®, CIS, CPWA^®, CFP^®
John Nersesian is managing director of wealth management services at Nuveen Investments, where his group provides wealth management and practice development education and consulting support to advisors. Previously he was a first vice president of Merrill Lynch Private Client Group, where he also led training in comprehensive wealth management strategies and business development practices. Mr. Nersesian is a frequent contributor to the Wall Street Journal, Bloomberg, and CNN. He earned a BS in business and economics at Lehigh University.

Leonard Reinhart
Len Reinhart is president of Reinhart Consulting Group, which serves the managed account industry; in March 2008 he retired from full-time employment. Previously he was president and founder of the Lockwood family of companies and a managing director and member of the executive committee of Pershing LLC. Before that, he was president of Smith Barney’s Consulting Group, where he was responsible for developing programs that introduced institutional-level professional investment management services to the individual investor marketplace. Under his leadership, the Consulting Group gathered more than $70 billion in assets under management and served more than 200,000 clients. He is recognized as a founder of the separately managed account industry. He helped found and served as chairman of the board of the Money Management Institute and he serves on the advisory board of the Institute of Investment Management Consultants. He is often quoted in the Wall Street Journal, Forbes, and other financial publications. For many years he wrote a managed money column for Financial Planning, and he has appeared on financial programs on CNN and CNBC. He earned a BS degree in finance from University of Rhode Island.

Tad Rivelle
Tad Rivelle is group managing director and chief investment officer at TCW. Previously he developed MetWest’s long-term economic outlook and was responsible for macro-level investment strategies for MetWest’s traditional and nontraditional fixed income portfolios. Under his leadership, the MetWest investment team was recognized as Morningstar's Fixed Income Manager of the Year for 2005. Before founding MetWest, he was co-director of fixed income at Hotchkis and Wiley, and before that a portfolio manager and vice president at PIMCO. He earned a bachelor's degree in physics from Yale, a master's degree in applied mathematics from University of Southern California, and an MBA from UCLA Anderson.

Susan RoAne
Susan RoAne works with organizations and shares strategies for mingling, mixing, and making conversation to build relationships. Her books and audios include How to Work a Room^®, The Secrets of Savvy Networking, How To Create Your Own Luck: The “You Never Know” Approach to Networking, and RoAne’s Rules: How To Make the Right Impression. Her latest book is Face To Face: How to Reclaim the Personal Touch in a Digital World. She has presented her programs at Citigroup, Deloitte Touche, Hershey’s, Time Warner, Office Depot, Coca-Cola, Wharton School of Business, Boeing, Ernst & Young, and Pfizer.

Kevin M. Sánchez, CIMA^®, CFP^®, MBA
Kevin Sánchez is an institutional consultant with UBS Financial Services, where he works with boards of nonprofit organizations, foundations, and endowments on prudent investment policies, portfolio design and implementation, and fiduciary liability review. His experience includes comprehensive wealth management for affluent families, and he lectures frequently on this topic. He serves on IMCA’s Ethics Committee and on the boards of directors for the University of Oregon Alumni Association and the Diablo Regional Arts Association in Walnut Creek, California. He earned a BA degree cum laude in finance, management, and marketing and an MBA in finance, both from the University of Oregon.

William Schmidt, Jr., JD
William Schmidt is of counsel at Holland & Hart LLP, where he helps clients develop and implement plans for their estates using his experience preparing wills, revocable and irrevocable trusts, special needs trusts, life insurance trusts, family partnerships, charitable trusts, and charitable foundations. He also has experience with business estate planning, premarital agreements, and probate. Mr. Schmidt earned a BS at University of Colorado and a JD at University of Michigan.

Franck Schuurmans, PhD, CAE
Franck Schuurmans is a senior consultant and director of the nonprofit practices group at Decision Strategies International, where he works with corporate clients and leading nonprofit organizations. His areas of expertise are retail finance, governance, and the nonprofit sector, including a special interest in executive training workshops, board governance, and strategy development. Previously he was senior vice president of business and professional development for the Credit Union Executives Society, where he was in charge of research and professional development and worked closely with leading academic institutions including Berkeley, Cornell and Wharton.  He is co-author of 2010 Scenarios for Credit Unions, various industry scenario reports, and “Opportunity in Uncertainty: Techniques for turning an Unpredictable Future to your Advantage,” published in Association Management. He is a frequent speaker at conferences and meetings throughout North America and Europe. He earned an MA at University of Amsterdam (Netherlands); as a Fulbright Fellowship recipient, he was awarded a PhD in modern European history at University of Wisconsin-Madison, where he also served as a faculty member.

Peter Stephens, JD, LLM, CIMA^®
Peter Stephens is the western regional sales director for Ashfield Capital Partners, LLC. He has more than 30 years of experience marketing financial services for firms including Calamos Asset Management, U.S. Trust Co., and OppenheimerFunds, Inc. He started his career as a tax specialist with the accounting firm of Coopers & Lybrand. He earned a BA degree from Lehigh University, a JD from Suffolk University and a Master of Laws (taxation) degree from Boston University. He served as an infantry officer in the U.S. Marine Corps.

Joseph E. Stiglitz, PhD
Joseph Stiglitz is a professor at Columbia University, where he is chair of Columbia University's Committee on Global Thought and co-founder and executive director of the Initiative for Policy Dialogue. In 2001 he was awarded the Nobel Memorial Prize in economics for his analyses of markets with asymmetric information, and he was a lead author of the 1995 Report of the Intergovernmental Panel on Climate Change, which shared the 2007 Nobel Peace Prize. He helped create a new branch of economics, "The Economics of Information," which explores the consequences of information asymmetries; he pioneered concepts such as adverse selection and moral hazard and has contributed to macro-economics and monetary theory, development economics and trade theory, public and corporate finance, theories of industrial organization and rural organization, and theories of welfare economics and income and wealth distribution. His work has helped explain the circumstances in which markets don’t work well and how selective government intervention can improve their performance. He has written textbooks that have been translated into more than a dozen languages; he founded The Journal of Economic Perspectives; his book Globalization and Its Discontents has been translated into 35 languages. His other books include The Roaring Nineties; Towards a New Paradigm in Monetary Economics with Bruce Greenwald; Fair Trade for All with Andrew Charlton; Making Globalization Work; and The Three Trillion Dollar War: The True Cost of the Iraq Conflict, with Linda Bilmes. He graduated from Amherst College and earned a PhD from Massachusetts Institute of Technology.

Manisha Thakor, MBA, CFA^®
Manisha Thakor is author of two personal finance books, On My Own Two Feet and Get Financially Naked. She comments regularly on personal finance in national media including the New York Times, BusinessWeek, Forbes, Fortune, US News & World Report, CNN, CNBC, PBS, and NPR. Previously she spent 15 years working in the institutional money management industry as an analyst, portfolio manager, and client service executive. Ms. Thakor earned a BA at Wellesley College and an MBA at Harvard.

Scott Thayer, MBA, CIMA^®
Scott Thayer is an institutional consulting director and senior vice president with Citigroup Institutional Consulting, where he manages a consulting business in Santa Rosa, California, devoted to servicing foundations and endowments and high-net-worth clients. He is a frequent public speaker and lecturer on topics related to foundation and endowments to industry organizations on investment objectives, spending policy, and asset management for foundations and endowments. In May of 2005, Barron’s listed Mr.Thayer and his consulting team in the “Top 100 Financial Advisers” in the country. Mr.Thayer earned an MBA from Chico State University in California.

Paul Tiffany, PhD
Paul Tiffany, PhD, is an adjunct professor at the Wharton School and the Haas School of Business of the University of California, Berkeley. He was a visiting professor at Sasin Graduate School of Business, Chulalongkorn University, Thailand (2002–2006), and is currently a visiting professor at CEIBS in Shanghai. Professor Tiffany currently heads Paul Tiffany & Associates, a multi-specialty consulting and training organization based in Santa Rosa, California. He is also chairman of iCore, Inc., a high-tech start-up firm based in northern California that develops patented SCI network products. His most recent book, Business Plans for Dummies (IDG Books), co-authored with Dr. Steven Peterson, is currently in its second edition and is available in ten languages, including Mandarin. Professor Tiffany has an undergraduate degree from Loyola University, an M.B.A from Harvard University, and a Ph.D. from the University of California, Berkeley.

Richard P. Triolo, JD
Richard Triolo is a senior vice president for Allianz Global Investors with more than 25 years of experience in the investment industry working with foundations, endowments, nonprofits, ERISA plans, and private family offices. He serves as chairman of the board of directors and chairman of the finance committee of The Health Trust in San Jose, CA, and is chairman of the finance committee and on the board of directors of the diRosa Preserve Art and Nature in Napa, CA. He has taught the legal fiduciary responsibilities section of the CIMA class at both The Wharton School at the University of Pennsylvania and the Haas School of Business, University of California, Berkeley. Mr. Triolo also served as a member of the IMCA Foundations and Endowments Certificate Program Committee. He earned a BA in political science from Iona College and a JD from the University of Tennessee, College of Law.

Patricia Watters, PhD
Patricia Watters is a partner at Catalina Partners, an independent business risk advisory firm that focuses exclusively on the institutional investment industry. Previously she served as chief operating officer and chief compliance officer for Pacific Alternative Asset Management Company, a fund-of-hedge-funds investment advisor where she was responsible for all middle- and back-office operations including client accounting, financial audits and development, and oversight of operational due diligence. She also led the firm’s compliance department, which was responsible for internal and regulatory compliance, as well as managed relationships with external legal counsel. Before that Ms. Watters worked for the Metropolitan Water District of Southern California. She earned MA and PhD degrees in financial economics at University of California, Riverside, and BA and MA degrees in economics at University of Nevada, Las Vegas.

Marvin Zonis, PhD
Marvin Zonis is a professor at the Graduate School of Business at the University of Chicago, where he teaches courses on international political economy, leadership, and e-commerce. As head of Marvin Zonis & Associates, he consults to corporations and professional asset management firms worldwide, helping them to identify, assess, and manage political risks. He is co-founder and chairman of DSD, a software development company based in Moscow and Chicago. He serves on the boards of CNA Financial, a global insurance and financial services; Syntek, a European private equity venture capital firm that focuses on TMT (telecom, media and technology); and Foundation Etats Unis, Paris. He has written extensively on globalization, digital technologies, emerging markets, Middle Eastern politics, the oil industry, Russia, and U.S. foreign policy; he has been published in The Financial Times, the New York Times, The International Herald Tribune, Chief Executive magazine, La Vanguardia, and the Japanese journal Nikkei Weekly. His books include The Kimchi Matters: Global Business and Local Politics in a Crisis Driven World: The Eastern European Opportunity; Majestic Failure: The Fall of the Shah; Khomeini and the Islamic Republic of Iran; and The Political Elite of Iran. He was educated at Yale, the Harvard Business School, the Massachusetts Institute of Technology (where he earned a PhD in political science) and the Institute for Psychoanalysis, Chicago (where he received psychoanalytic training).