Curriculum Vitae del Dr. Carlos Michelsen

CARLOS J. MICHELSEN TERRY

ACADEMIC PREPARATION:

Ph.D. in Economics, London School of Economics and Political Science, 1975. Elected to the degree of Doctor in Economics (Ph.D.) on August 27th 1975. Thesis was the first to use Multidimensional Scaling to map out the decision making power of Mexican executives and personnel: "A Theoretical and Empirical Study of Perceptions of Relative Power among the Staff of some Mexican Industrial Organizations". Advisor: Prof. Keith Thurley. Both the course of study and research was funded by a Ford Foundation grant to the Monterrey Institute of Technology, Monterrey, Mexico.

M.A. Economics, University of Warwick, Conventry UK, 1967 . Elected to the degree of Master of Arts on July 15th, 1967 in Coventry Cathedral as the second graduate of the University in the Department of Economics and Business Administration. Thesis, "Migration to towns and its effects on Industrial Relations with special reference to Peru", Advisor: Prof. Hugh Clegg.

Post Graduate Diploma, Université Libre de Bruxelles, 1965, Institut du Travail, Brussels, Belgium.

Baccalaureat , Faculty of Arts and Sciences, Pontifical Catholic University of Peru, 1961

RESEARCH SKILLS:

• Utilized earliest versions of SPSS. Very experienced in Survey Research Software.

• Used extensively Multidimensional Scaling and Multivariate Statistical Techniques.
• Developed several international cases in Latin America and adapted six business games to Spanish and regional use which can be accessed through the web page gerentevirtual.com .

INTERNATIONAL SKILLS:

• Worked for international corporations on solving marketing problemas in several Latin American countries, and also was a Management Consultant in the United States.
• Helped raising funds from International Organisations such as the Ford Foundation, the IDB, the World Bank and NGO's for research and educational purposes and also developed contacts with local entrepreneurs to fund their own executives as part time MBA students, the writing of cases and research projects.
• Developed an emarketing consulting practice oriented towards Latin America through the web page latinmarketing.com . The webpage offers a free interactive course on Statistics, free advice for students of Marketing, a collection of 174 short articles on Marketing Classics, and a sample of market research results.

• Managers and Management in Latin America; values, performance and decision making styles.
• Marketing of Services in Latin America
• Cross Cultural Consumer Behavior.
• Organization Theory, Business Policy and Strategy

LANGUAGES:

• Fluent in English, Spanish and French.
• Can read and talk in Portuguese.

ACADEMIC PROFESSIONAL EXPERIENCE:

Director, M.B.A. Program, 1995-2000, Pontifical Catholic University of Peru, Lima Peru. Developed course structure and content, lectured and managed an academic organisation which, in five years, grew to 210 graduate students and 15 professors. The course structure was based on original research about the importance of several megatendencies and the traits recognised as important for success as managers by a sample of local CEO's. The research was compared with the United States and other Latin American countries in order to obtain a locally relevant course structure. In 1999 succeeded in awarding the leading scholar, Dr. Russell Ackoff, a Honoris Causa Doctorate for his contribution to management thought and for inspiring the structure of the MBA program. Lectured on Marketing Management and Advanced Marketing.

Professor of Economics, 1994-1995 Department of Economics, Pontifical Catholic University of Peru, Lima, Peru. Lectured on the Economics of Latin America and Capital Budgeting. Supervised several undergraduate thesis.

Founding Dean, 1978-1979 Graduate School of Business, Universidad del Pacífico, Lima, Peru. A group of former MBA graduate students led by Mr. Carlos Bentin, now CEO of Peru's largesty brewery, requested assistance in organising a new M.B.A. in Peru where there was only one full-time M.B.A., originally set up by Stanford University. Designed a new course structure based on original local research and had the program approved by the Government, recruiting staff and students. Lectured Marketing, International Marketing and Business Policy as a major until March 1992.

Professor, Coordinator and Dean, Graduate School of Business, Monterrey Institute of Technology, Monterrey, México. 1968-1978. As a full time Professor, was in charge of coordinating the Organization area and later the Business Policy area, teaching Business Policy courses. As Dean, enrollment was expanded and teaching techniques diversified, including the instalation of several business games. One of them, The Management Game, was organised internationally for the first time ever, with four other Universities using telex facilities: University of Akron, University of Texas at San Antonio (Prof. Gary Raffaelle participated), Université Laval in Canada, and the London School of Business Studies. This activity required installing the same software in four different universities and exchanging weekly decision data by telex. Organised the first Interamerican graduate course of study, the Interamerican M.B.A. jointly with the University of Texas (San Antonio) during the term of Dean Hodo, with which there was an intense exchange of students and professors: Profs. Dale Truett and Gary Raffaelle from UTSA and Prof. Bill Hunt from UT Austin, visited and lectured in Monterrey.

Visiting Professor, University of Texas at San Antonio, 1974. Lectured on Organizational Theory and Design to MBA students. Invited to San Antonio from Mexico a large group of Mexican MBA students to compete with UTSA students on the organization business game EXORG. The event and results were prominently displayed in UTSA's internal bulletin and the local press.

President, Michelsen Consulting. Founded in 1978, a consulting firm dedicated to International Marketing and Economic Analysis. Clients include Nabisco, Volvo, Toyota, Pfizer, Gillette, Kimberly Clark, Backus & Johnston, supermarkets, hospitals and major local banks. Consulting engagements are serviced in all major Latin American countries.

Chairman of the Board, Marketing Directo S.A. 1982-2000 . Applied marketing techniques and computer data base management techniques to create Peru's first direct marketing enterprise.

Chairman, Advisory Committe of the Mayor of Lima. 1980-1983. Led and organised the staff activities required to support the management of a city of 5 million inhabitants. All committee members were former MBA graduate students from Monterrey Tech..

Chairman of the Board, Empresa Nacional de Transporte Urbano del Perú S.A. 1980-1982. The largest public transport enterprise of Peru with over 2 thousand buses. (Privatised in 1990).

Board Member, Banco de Comercio, 1980-1985 one of Peru's commercial banks. Chaired both the Computing and Marketing Committees.

Board Member, PescaPeru, 1980-1985, helped manage Peru's largest fishing and fishmeal organization. Peru is the largest producer of fish meal in the world.

Senior Consultant and Manager, Peat, Marwick , Mitchell & Co (now KPMG). Philadelphia, Houston and Monterrey, México. 1968-1970 . Assigned to the Houston office, helped purchase the Accounting practice of Don Ramón Cardenas, the largest auditing and accounting practice in Monterrey, México. Became manager of the Consulting office in Monterrey and was in charge of coordinating consulting projects in the areas of Human Resources, Organization and Operations Research in Mexico and Central America.

Consultant, International Department, Towers, Perrin, Foster & Crosby Inc., Philadelphia, Pa. 1967-1968. Hired from Brussels immediately after graduation, underwent a course as Consultant Trainee in Actuarial and Compensation issues. Participated in several international consulting engagements in Compensation and Benefit Planning, and conducted a Market Research Survey for Magic Chef, a major applicance manufacturer using the firm's recently acquired IBM mainframe computer.

.EDITORIAL RESPONSIBILITIES:

Member, International Editorial Board, Thunderbird International Business Review since 1998. Will be editing a Special Issue on Managers and Management in Latin America.

Editor, "Economía Directa- Revista de Análisis Económico y Empresarial" 1988-1989. Edited and contributed articles to twelve monthly issues of an economic analysis magazine with a circulation of ten thousand.

Columnist, weekly column on "Marketing Classics", business daily "Sintesis", Peru, 1996 to date.

GRADUATE COURSES TAUGHT:

Organization Theory and Design

Marketing Management

Management of Services

Marketing of Services

Business Policy and Corporate Strategy

Marketing Research

Introduction to Macroeconomic Theory

Consumer Behaviour

International Marketing

International Business

"Latinmarketing" . A textbook for university teachers of Marketing in Latin America to be submitted for publication to MacGraw Hill in Spanish, based on 174 columns published between 1996 and 2000 in the Peruvian business newspaper "Sintesis" under the title "Marketing Classics". The full collection can be downloaded from latinmarketing.com

"Obstacles to Business Research in Latin America" Paper delivered to the Plennary Session of the 1998 BALAS Meeting, March 1998, University of Texas Panamerican, South Padre Island, Texas.

"Diferencias Norte-Sur en Percepciones de Megatendencias del entorno y atributos para el exito gerencial" (North-South differences in the Perception of Megatendencies and Attributes for Managerial Success"). Business Association of Latin American Studies, Monterrey, March 1996. Academic paper published in the Proceedings of the BALAS conference.

"Los Nuevos Gerentes: características de la demanda para estudios de postgrado en administracion en Perú" ("The New Managers: Characteristics of the Demand for Graduate Studies in Business Administration in Peru"), Pontifical Catholic University of Peru, August 1995. Analysis of a survey applied to a sample of top executives who ranked the importance of nine megatendencies and several attributes of successful managers. Results are compared with data from developed economies.

"Marketing de Servicios. Validación y Aplicación a México de Servqual". (Marketing of Services: validation and application to Mexico of the Servqual scale") Paper presented to the Mexican Marketing Assocation regarding the validation to Latin America of the Marketing Science Institute's "Servqual", the main measure of Service Quality. May 24, 1993.

"Marketing Político en base a encuestas" (Political Marketing based on surveys") , 1994. A survey manual for politicians which displays results of political surveys between 1980 and 1992

"Perú 88: Los Límites del Consumo" (Peru: The Limits of Consumption") , Perfiles Liberales, No.8 Año 2, 1988, Bogotá, Colombia. Reported the price fluctuations and price formation mechanism during hyperinflation.

"La Generación del Desempleo" ("The Generation of Unemployment"), Fundación F. Ebert, Lima Perú 1988. A report consolidating the analysis of several surveys of juvenile attitudes.

"Indice de Actitudes del Consumidor", Data collection, tabulation and analysis of the Index of Consumer Sentiment by the University of Michigan, 1980 through 1999. Results were given to business executives and published in Peru´s leading news magazine, Caretas. The Index is now a prominent economic forecasting tool in most Latin American countries.

"Capacidad administrativa en el Perú: obstáculos, requerimientos y perfiles", ("Peruvian Managerial Capacity: obstacles, requirements and profiles") Apuntes, Año V, No.9 1979, Revista de Ciencias Sociales, Centro de Investigación, Universidad del Pacífico, Lima Perú. Quantified the need for trained managers in Perú and outlined how a new MBA program could solve the scarcity found.

"A Reply to Kernan and Schkade", Administrative Science Quarterly, 1972. A critique of ethnocentric analysis of research findings reported by a visiting professor at Monterrey Tech..

"El Profesional Mexicano en Administración: problemática ocupacional" (The Mexican Professional Manager: Occupational analysis") with Salvador Sánchez Vásquez , 1971. Asociación Nacional de Licenciados en Adminstración de Empresa (National Association of BBA's) . Analyzed the findings of a survey of Mexican Graduates of Business Administration and their roles as Managers

"Relaciones Industriales en México: Análisis de una Ocupación en Desarrollo", ("Industrial Relations in Mexico: Analysis of a developing occupation") 1970 with Dr. Germán Otálora Bay (from Monterrey Tech). A book edited and funded by the Confederación Mexicana de Asociaciones de Relaciones Industriales, (Mexican Confederation of Industrial relations Associations) reported the findings of a statistical analysis of a large survey of Mexican Personnel Executives

"People in Organizations" Personnel Administration, The Journal of the Society of Personnel Administration, September-October 1970.

"International Remuneration: Truth and Fiction", with John M. Vivian World, Peat, Marwick, Mitchell & Co., New York, Spring 1969

"The Human Resources of the Latin American Enterprise" Personnel, American Management Association, May/June 1969. In June 1969, Dr. William F. Glueck then at the Universidad de Missouri, commented, "I just wanted to tell you how much I enjoyed your article. It was excellent and showed a good understanding of the application of modern Social Science to business problems.

"Remuneration and Motivation in Latin America", with John M. Vivian Columbia Journal of World Business, Vol. IV No. 1 January-February 1969, reprinted in Management Controls Octubre 1969 and in "International Business - 1970 - A Selection of Current Readings" Etienne Cracco (Editor), MSU International Business and Economic Studies, Graduate School of Business Administration, Michigan State University, 1970.

CASES AND BUSINESS GAMES

"Ajustes Macroeconomicos" translated to Spanish Manual and source code of "Macro economic Adjustements", 2000

"Tempomatic IV" translated a general management simulation to Spanish, 1998

"Simserv" translated to Spanish, source code and manual of "The Hospital Management Game", 1998

"Simdef" translated and adapted the Financial Management Decision Game to Spanish, 1996,

"Prosim" translated an operations and production management simulation to Spanish, 1995,

"Markstrat I" translated source code and manual to Spanish, 1995

"Simlog", translated and adapted to Latin America Dr. Clyde Whybark's Stanford Business Logistics Game, 1994.

"SIMIN. Simulación Integral. Manual para el Participante " Participants Manual of a computerised business game. Graduate Program in Management , Universidad del Pacífico, Lima, Perú 1978.

"Banpaís" and "Flemex", Cases written for the graduate courses in management of a local bank and a small metal foundry, Monterrey Institute of Technology, 1977

"Caso del Corporativo de Alimentos CORAL". With C.P. Rodolfo Montemayor Quintanilla. Illustrated the re-organization of Galletera Mexicana, the largest manufacturer of biscuits, later purchased by Pepsi. Itesm, Programa de Graduados en Administración, ITESM, 1977.

"EXORG Manual para el Participante". Participants Manual for a Business Game specifically designed to accelerate the acquisition of experiences in Organizational Design. Monterrey Institute of Technology, Graduate School of Business, 1972. EXORG was played by Mexican and Texan students in San Antonio, marking the first time they had met and confronted their organizational skills.

"Solución a un caso", International Management , McGraw Hill, January 1977. Was selected to solve a case.

PROFESSIONAL SOCIETIES

Member of CLADEA (1977-2000), CLADEA is the largest and most important Latin American organization for Graduate Schools of Business, similar in coverage and status to the AACSB. CLADEA now has more than 100 MBA programs as members. Several American Universities interested in Latin America are also members of CLADEA.

Member of BALAS, (1995) the Business Association for Latin American Studies, the most respected academic forum for multinational interest in Latin America.

President, Latin American Society, London School of Economics (1971-1974).