Stephen Gates

Formation

• Diplôme Américain d’Analyste Financier (CFA, Certified Financial Analyst )
• MBA/Ph.D Doctorat en Stratégie Internationale des Affaires (International Business Strategy), "Stern Graduate School of Business", Université de New York
• Maîtrise (Master of Arts, MA) en Economie et Politique Internationales, Institut Supérieur des Etudes Internationales Johns Hopkins (School of Advanced International Studies), Washington DC
• Licence (Bachelor of Arts, BA) en Economie Politique, Université de Toronto, Ontario, Canada
• Etude de la langue française et de la civilisation québécoise, Université Laval, Québec, Québec
• Etude d’auteurs classiques, St. John’s College, Annapolis, Maryland

Expériences

• 1993-2005 : Chercheur principal au sein de l’ONG américain "The Conference Board". Recherche dans les domaines de la stratégie, de la finance et des ressources humaines ; organisation de conférences
• 1993-2005 : Directeur de projet au sein du "Conseil Européen des Relations d’investisseurs" (European Council on Investor Relations) et "Conseil européen de Corporate Strategy"
• 1993-2005 : Directeur de projet au sein du groupe de travail "Human capital strategy and measurement" qui regroupe une vingtaine de grandes sociétés européennes et américaines. Organisation et animation de leurs réunions et de leur projet de recherche
• 1990-1993 : Analyste financier pour les actions françaises au sein du Groupe Crédit Agricole, et chez Dynabourse (maintenant Indocam) à New York et à Paris.
• 1987-1990 : Employé dans le département Financement d’entreprise chez Chemical Bank (maintenant JP Morgan Chase) à New York.
• 1986 : Consultant de recherche dans le domaine du marché financier allemand chez UBS Paine Webber à New York.
• 1979-1981 : Analyste crédit chez European American Bank à New York
• Cours donnés à la New York University, Stern Graduate School of Business (1987-92), à HEC, Jouy-en-Josas, (1993-94), à EM-Lyon (2003), à ESCP-EAP, Paris, (2003/4/5), et à EDHEC-Nice (2004/5)
• Formation des cadres en entreprises

Thèmes de recherche

• L'intégration des fusions et acquisitions
• Enterprise Risk Management
• Les mesures du capital humain et leur utilisation dans le processus de planning stratégique
• L'investissement socialement responsable

Publications

Articles dans des revues à comité de lecture

• Forthcoming. The integration of sustainability measures into strategic performance measurement systems: An empirical study. Management Accounting Quarterly (with C. Germain).
• A paraître. L’engagement des parties prenantes internes dans les démarches de Responsabilité Globale (RG) : l’intégration des indicateurs de RG dans les outils de pilotage du contrôle de gestion. Management et Avenir (avec C. Germain).
• Forthcoming. Human capital measures, strategy and performance: HR managers' perceptions. Accounting Auditing and Accountability Journal (with P. Langevin).
• 2006. Incorporating strategic risk into enterprise risk management. Journal of Applied Corporate Finance 18 (4): 81-90.
• 2003. Measuring performance during M & A integration. Long Range Planning 36 (2): 167-185 (with P. Very).
• 2003. How acquirers measure performance during M&A integration. Management, VII (26): 4-13 (with P. Very).
• 2002. How to improve human capital measurement: Collaborate with finance and Strategy colleagues. IHRIM Journal VI: 18-25.
• 2000. Strategic performance measurement systems: Translating strategy into results. Journal of Applied Corporate Finance 13 (3): 44-59. Reprinted in La Revue du Financier (132).
• 2000. Aligning performance measures and incentive compensation in European companies. WorldAtWork Journal 9 (3): 19-27. Reprinted in La Revue du Financier (127).
• 1989. Semiconductor firm strategies and technological cooperation: A perceived transaction cost approach. Journal of Engineering and Technology Management 6 (2): 117-144.
• 1986. Centralization in headquarters - Subsidiary relations. Journal of International Business Studies 17 (2): 71-92.

Chapitres d'ouvrage

• 2008. M&A as project monitoring. In D. Angwin (Ed.) Images of mergers and acquisitions: 181-203. Malden, MA: Blackwell Publishing, USA (with P. Very).
• 1987. US-Japan technical exchanges in the microelectronics industry. In L. Peters (Ed.) Technical networks between US and Japanese industry. Troy, NY: Rensselaer Polytechnic Institute.

Communications

• 2009. Perceived value of enterprise risk management: A better methodology to manage uncertainty and risk?, 29th SMS Annual International Conference: Washington, DC, USA (with JL Nicolas and Pl. Walker).
• 2008. Human capital measures, strategy, and performance, 29ème Congrès de l'Association Francophone de Comptabilité : ESSEC, Cergy Pontoise (with P. Langevin).
• 2008. Human resource's role in creating tool for aligning knowledge management with strategy, 28th SMS Annual International Conference: Cologne, Germany (with P. Langevin).
• 2008. Defining complex human capital metrics: Can HR create performance measures that encourage innovation and align with strategy?, 8th EURAM Conference 2008: Ljubljana, Slovenia.
• 2007. Le niveau de développement des indicateurs de RSE dans les outils de pilotage : observation et analyse des pratiques des entreprises, 28ème Congrès de l'Association Francophone de Comptabilité : Poitiers (avec C. Germain).
• 2007. Scorecards for non-market strategies: Which factors determine presence and alignment of sustainability measures with strategy?, 27th SMS Annual International Conference: San Diego, CA, USA (with C. Germain).
• 2007. Distilling M&A integration practices: How serial acquirers outperform by initiating new processes, 7th Annual Conference EURAM: Paris (with K.H. Heimeriks).
• 2007. On firm-specific sources of above-average acquisition performance, 13th Annual Organization Science Winter Conference: Steamboat Springs, Colorado, USA (with K.H. Heimeriks).
• 2007. Aligning human capital with strategy: The new role of HC metrics, 30th Annual Congress of European Accounting Association: Lisbon, Portugal (with P.Langevin).
• 2006. Incorporating strategic risk into enterprise risk management, XVe Conférence Internationale de Management Stratégique : Annecy.

Autres publications

• 2009 The role of investor relations officers in CSR and sustainability: Targeting and opening a dialogue with social responsibility investors. Report for the Corporate Executive Board's Investor Relations Roundtable.
• 2008. Strategic human capital measures: Orientation, accountability, and communication. New York, NY: The Conference Board Inc.
• 2007. Strategic mergers and acquisitions: Creating tools and capabilities for successful integration. New York, NY: The Conference Board Inc.
• 2006. The strategic benefits of managing risk. Intelligence Item, MIT Sloan Management Review.
• 2005. From risk management to risk strategy. New York, NY: The Conference Board Inc.
• 2005. Measuring more than efficiency. New York, NY: The Conference Board Inc.
• 2003. Linking people measures to strategy: From top management support to line management buy-in. New York, NY: The Conference Board, Inc.
• 2003. Measuring more than efficiency: The new role of human capital metrics. New York, NY: The Conference Board, Inc.
• 2003. Tooting one's HR horn. Intelligence Item, MIT Sloan Management Review (with F. Autier and R. Durand).
• 2002. Value at work: The risks and opportunities of human capital measurement and reporting. New York, NY: The Conference Board, Inc.
• 2002. Comment piloter l’intégration des acquisitions ? Fusions & Acquisitions Magazine (Nov-Déc) : 31-36 (avec P. Very).
• 1996. The changing global role of the foreign subsidiary manager. International HR Journal 5 (2).
• 1996. Building a global human resources network. International HR Journal 4 (4).

Autres activités

• Appartenance à des associations : Academy of Management, Academy of Investment Management Research