Stephen Gates

Education

• PhD Doctor in International Business Strategy, Stern Graduate School of Business, New York University
• MBA, Stern Graduate School of Business, New York University
• CFA, Chartered Financial Analyst
• MA, Johns Hopkins University, Washington DC
• BA, University of Toronto, Ontario, Canada

Experience

• Head researcher of US NGO ‘The Conference Board’. Research into strategy, finance and human resources; organisation of executive networks and conferences (1993-2005)
• Project Director for the European Council on Investor Relations and the European Council on Corporate Strategy (1993-2005)
• Project Director for the Human capital strategy and measurement work group. Organisation and chairing of this work group (1993-2005)
• Financial Analyst for French shares at Groupe Crédit Agricole and at Dynabourse (now Indocam) in New York and in Paris (1990-1993)
• Experience in the corporate finance department of Chemical Bank (now JP Morgan Chase) in New York (1987-1990)
• Research Consultant for the German financial market at UBS Paine Webber in New York (1986)
• Credit Analyst at European American Bank in New York, teaching experience (1979-1981)
• Adjunct Professor at New York University, Stern Graduate School of Business (1987-92), HEC, Jouy-en-Josas, (1993-94), EM-Lyon (2003), ESCP-EAP, Paris, (2003/4/5) and EDHEC-Nice (2004/5)
• Training of company managers

Research areas

• The integration of mergers and acquisitions
• Enterprise Risk Management
• The measures of human capital and their use in the strategic planning process
• Social responsibility investment

Publications

Refereed journal articles

• Forthcoming. Manifestations of higher-order routines: The underlying mechanisms of deliberate learning in the context of post-acquisition integration Academy of Management Journal
• 2012. Mobilizing Investor Networks behind Shareholder Activism in France. Bankers Markets & Investors (116): 66-74 (with C. Girard).
• 2010. Usage des indicateurs de capital humain et pilotage de la performance. Revue Française de Gestion 36(207): 125-138 (avec P. Langevin).
• 2010. The integration of sustainability measures into strategic performance measurement systems: An empirical study. Management Accounting Quarterly 11(3): 1-7 (with C. Germain).
• 2010. 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 (33): 223-237 (avec C. Germain).
• 2010. Human capital measures, strategy and performance: HR managers' perceptions. Accounting Auditing and Accountability Journal 23 (1): 111-132 (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.

Book chapters

• 2010. Strategic human capital measures: Using leading HCM to implement strategy. In J FITZ-ENZ (Ed.), The new HR analytics. Predicting the economic value of your company's human capital investments:  26-38. Amacom: New York (with P. Langevin).
• 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.

Case studies

• Dow's acquisition program, Ivey Publishing, Ref. 9BIOM058, 23 pages (with K. Heimeriks).
• Teaching note: Dow's acquisition program, Ivey Publishing, Ref. 8BIOM58, 20 pages (with K. Heimeriks).

Communications

• Numerous communications at such conferences including: the European Academy of Management (EURAM), Strategic Management Society (SMS), European Accounting Association (EAA), Association Francophone de Comptabilité (AFC), Association Internationale de Management Stratégique (AIMS)

Other outputs

• 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).