EDUCATIONAL BACKGROUND


Ph.D. Management Science and Engineering Stanford University

M.S. Statistics Stanford University

M.S. Electrical Engineering Georgia Institute of Technology

B.S. Electrical Engineering National Taiwan University

PRACTICAL EXPERIENCES

December 2003-Present, Principal, EnerChemTek

Listed in Who's Who in America; Thematic speaker, First Northeast Asia Electricity Forum, Toyama, Japan, November 4-6, 2001; Keynote speaker, Asia Pacific Technology Foresight Conference, Taipei, Taiwan, November 4, 2003

September 1989-October 2000, SRI International, Menlo Park, CA

Principal and Director, Energy and Technology Strategies, SRI Consulting

Developing and managing energy, utility, and technology strategy consulting practices

Representative Accomplishments

• Grew the consulting practice from 0 to $2 million annual revenue in 8 years

• Top 10% performer since 1989; Head of Strategic Task Force on Energy; One of 9 people selected for presentations to the SRI Board of Directors and Advisory Council

• Manager of many major energy and technology strategy projects, including:

-Technology forecasting, planning, and management for utilities and industries worldwide

- International benchmarking studies of utility plant cost and advanced technologies

- Utility deregulation and restructuring policy analysis for Japan, Korea, and Taiwan

- Conservation and energy management planning for Canada, Hong Kong, and Korea

- Global market studies for U.S. and European utilities

- State-of-the-art in nuclear risk assessment for utilities in Japan, Taiwan, and France

- Power system reliability analysis for electric utilities in Korea, Taiwan, and Hong Kong

• Developed a 6-month management training program for Taiwan Power Company in operation at SRI between 1994-2000

• Conducted corporate strategy and technology management training programs for electric utilities and information industries in Korea and Taiwan

• Advised President Ramos of the Philippines on energy strategy and served as co-chairman, with the Energy Minister of China, of the First International Conference on Power and Energy

• Honorary Fellow of the East-West Center in Honolulu

Other Concurrent Activities

General Chair, the First International Meeting of the Institute for Operations Research and Management Sciences (INFORMS), Singapore, June 1995

Chairman, Combined Meetings Committee, Operations Research Society of America and the Institute of Management Sciences, 1990-1992

Member, National Council, Operations Research Society of America, 1987-1990

Member, Editorial Board

International Journal of Utilities Policy, 1990-present

Future Research Quarterly, 1987-present

Adjunct Professor

Marketing/Decision Science and Operations & Management Departments and MBA Program, San Jose State University, 1988-1995 and 2000-present

School of Engineering and MBA Program, Santa Clara University, 1989-present; Markle Award of Excellence in Teaching, 2000

July 1974-August 1989, Electric Power Research Institute (EPRI), Palo Alto, CA

4/89-8/89 Manager, Business Strategies Membership Division

9/79-3/89 Manager, Planning Analysis Planning and Evaluation Division

9/78-8/79 Technical Manager Energy Study Center

1/78-8/78 Technical Assistant to Manager R&D Planning and Assessment

1/77-12/77 Planning Specialist Commonwealth Edison Company

1/76-12/76 Project Manager Planning Staff

7/74-12/75 Project Manager Energy Systems Modeling Program

Key Responsibilities

Assisting senior management in making informed strategic planning and marketing decisions

Developing and managing energy and utility industry analysis and research program planning

Major Accomplishments

• EPRI Key Contributor (a top 10% performer), January 1989-June 1990;

Recipient of Performance Recognition Award, 1988

• Principal developer and implementor of a process to match EPRI products with PG&E's business needs, yielding a 50% increase in the use of EPRI product

• Special consultant to Commonwealth Edison Company on strategic planning

• Sponsor and manager of research on marginal costing methodology for utilities under competition, jointly funded by EPRI, PG&E, and U.S. DOE

• Developer of structural approach for assessing changes in electric utility business environment and constructing appropriate utility planning responses

• First EPRI employee loaned to electric utilities; developed a power system reliability computer program now in use by 6 utilities with a total annual benefit of $135,000

• Initiator and manager of Stanford PILOT project with Professor George Dantzig, and of ETA-Macro model with Professor Alan Manne; both projects have made major contributions to energy system modeling and analysis

• Founding member of EPRI Energy Study Center under Dr. Chauncey Starr

Other Concurrent Activities

Senior Technical Advisor

Ministry of Economic Affairs, Republic of China; Taiwan Power Company;

Economic Research Institute, Ministry of Energy, People's Republic of China;

East-West Center; Michigan Energy and Resources Research Association

Member, Advisory Panel of National Science Foundation and Office of Technology Assessment projects on electric power policy, utility deregulation, decentralized power technologies, and competition in electric utility industry

Adjunct Professor

Department of Operations Research, Stanford University

Department of Electrical Engineering, University of California, Berkeley

Schools of Engineering and Business, Santa Clara University

School of Business, San Jose State University

Organizer and Chairman

1986 International Roundtable on Energy, Technology, and the Economy, Vienna

1985 EPRI-Taiwan Power Company Workshop on Utility Planning, Taiwan

1984 Joint National Meeting of Operations Research Society of America and The Institute of Management Sciences, San Francisco

1983 Demand session, ASEAN Electric Future Study, Jakarta

1982 Energy and Economy session, International Energy Workshop, Vienna

1981 Demand session, Northeast Asia Electric Future Study, Seoul

HONORS

Who's Who in America; Fulbright Fellow; Sigma Xi; Eta Kappa Nu; American Men and Women of Science; Who's Who in Technology today; International Who's Who in Engineering

Invited Speaker (partial list):

9th Northeast Asia Economic Forum, Tianjing, China, 1999

20th Modern Engineering Technology Seminars, Taiwan, 1999

Electricity Industry Seminars, North China Power University, Beijing, China, 1998

Electricity Industry Conference, Taiwan, 1997

Electricity and Environment Conference, Taiwan, 1996

Nuclear Energy and Public Perception Conference, Taiwan, 1994

Jakarta International Energy Conference, Jakarta, Indonesia, 1992

Fifteenth Anniversary Celebration Seminar Series,

CEPEL (Brazilian Power Research Institute), Rio de Janeiro, Brazil, 1989

U.S.-China Symposium on Energy Markets, Nanjing, China, 1988

Power Planning Seminars, Power Economic Research Institute, Beijing, China, 1987

International Institute for Applied Systems Analysis (IIASA), Vienna, 1979

PROFESSIONAL ACTIVITIES

The Institute for Operations Research and Management Sciences (INFORMS)

General Chairman, First International Meeting, Singapore, 1995

Operations Research Society of America (ORSA)

Member, National Council, 1987-1990

Chairman, ORSA/TIMS Combined Meetings Committee, 1990-1992

General Chairman, ORSA/TIMS Joint National Meeting, San Francisco, 1984

The Institute of Management Sciences (TIMS)

U.S. General Chairman, TIMS International Meeting, Singapore, 1995

The Institute of Electrical and Electronics Engineers (IEEE)

Member, Energy Policy Committee, System Planning Subcommittee, and Long-range System Planning Working Group

Planning Forum - International Society for Planning and Strategic Management

International Association of Energy Economics (IAEE)

SELECTED PUBLICATIONS IN ENERGY AND TECHNOLOGY STRATEGIES

1. Technology Portfolio Planning and Management: Theory and Practice, Kluwer Academic Publisher, Forthcoming in September 2005

2. Restructuring the Northeast Asian Electricity Industry in a Globalizing World, in Northeast

Asian Economies and Energy Industries, (Y.H.Kim & M. Uchida, Eds.), Keio University Press, 2003

3. Technology Management: Forecasting, Planning, and Implementation, (With T.Y. Hsu and

T.Y. Chen} Wu-nan Publishing, 1998

4. Interface Between Mental and Computer Models, Handbook for Engineering-Economic Planning (J. Weyant and T. Kuszmowski, Eds.), Pergamon Press, 1996

5. Second-Generation Demand-Side Management: A Win-Win-Win Approach to Energy Efficiency, Economic Productivity, and Environmental Quality, Proceedings of the DA/DSM International Conference, January 1995

6. Scenarios and Strategies: Meeting the Challenges of Global Changes in the Electric Utility Industry, Business Intelligence Program, D94-1816, SRI International, March 1994

7. Recent Advances in Probabilistic Risk Assessment and Their Implications for Nuclear Regulations (with S. Stioui), Proceedings of the Second International Conference on Nuclear Engineering, March 1993

8. The Role of Values and Lifestyles in Consumer Adoption of Natural Gas End-Use Technologies, Proceedings of American Council for an Energy Efficient Economy Summer Study, August 1992, pp.10.187-10.194

SELECTED PUBLICATIONS IN ENERGY AND UTILITY SYSTEMS - Continued

9. Energy Technology Efficiency Improvement: Capital Requirements, Energy Cost Savings, and Global CO2 Emission Reduction (with E.M. Kinderman), Energy - the International Journal, December 1991

10. Determinants of Energy Technology Transitions: A Cost-Benefit Analysis Approach, Life Cycles and Long Waves (T. Vasko, et al, Eds.), Springer-Verlag, 1990

11. Electricity Use in Information Technologies (with L. Norford, et al), Annual Review of Energy, Volume 15, pp.423-453, 1990

12. Electric Power R&D Strategic Planning: the Role of the Utilities (with W. Esselman), Proceedings of the Fifteenth Anniversary Celebration Seminar Series of CEPEL, April 1989

13. Structure, Measurement, and Prediction of Demand (with Y. Kim and M. Nakamura), Electricity in Economic Development - the Experience of Northeast Asia (Y. Kim and K. Smith, Eds.), Greenwood Press, 1989

14. Electric Utility Planning in a Changing Business Environment: Past Trends and Future Challenges (with H. Chao), Proceedings of Stanford-NSF Workshop on electric Utility Planning Under Uncertainty, Stanford, CA, January 1989

15. The Potential Impact of Information and Automation Technologies on Utility Load, Proceedings of EPRI Information and Automation Technology Conference, Scottsdale, AZ, December 1988

16. Structural Changes in the U.S. Business Environment and Electricity Markets: Potential Lessons for China, Proceedings of U.S.-China Symposium on Energy Markets and the Future of Energy Demand, Nanjing, China, June 1988

17. The Electricity-GNP Relationship: Simplicity Begets Complexity (with B. Humphrey), Proceedings of IEA Workshop on Electricity Planning in Conditions of Uncertainty, Paris, France, September 1987

18. The Coming Boom in Computer Loads (with R. Squitieri and C. Roach), Public Utilities Fortnightly, December 1986

19. Economic Development, Technological Change, and Energy Use, Proceedings of International Roundtable on Energy, Technology, and the Economy, Vienna, Austria, October 1986

20. Prospects for U.S. Basic Industries, 1986-2000: With Implications for Electricity Demand, EPRI Report, P/EMU-4502-SR, March 1986

21. Energy for the Development of East Asian Economies (with M. Klein), Proceedings of Symposium on Economic Development in the Asia-Pacific Region, University of California, Berkeley, September 1985

22. Electric Power Issues and Choices in the ASEAN Countries (with A. Kadir and Y. Kim) Resource Systems Institute, East-West Center, July 1985

23. Industrial Structural Change and Future Demand for Electricity (with A. Faruqui, et al), Proceedings of American Power Conference, Chicago, IL, April 1984

24. The Role of Centralized Energy in National Energy Systems (with C. Starr), The Economics of Nuclear Energy (L. Brookes and H. Motamen, Eds.), Chapman and Hall, 1983

25. Economic Growth to Meet Income Expectations (with W. Esselman), Policy Analysis and Management, Fall 1982

26. Economic and Technical Determinants of Power System Development, IEEE Transactions on Power Apparatus and Systems, September/October 1980

27. Energy Decision-Making Under Uncertainty (with W. Esselman), Proceedings of the Second International Conference on Alternative Energy Sources, Miami, FL, December 1979

28. Planing Electric R&D Alternatives - Managing Future Uncertainties (with W. Esselman), Proceedings of National Symposium on Critical and Strategic Materials, American Chemical Society, Washington, DC, June 1978

29. Perspective on the Electric Utility Industry: A Handbook, EPRI Report PS 430 SR, May 1977

30. Fuels for Future Electric Power (with A. Manne), Public Utilities Fortnightly, June 1976

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Fax: +1.905.901.9519

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