THE UNIVERSITY OF BRITISH COLUMBIA Curriculum Vitae for Faculty Members
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1 THE UNIVERSITY OF BRITISH COLUMBIA Curriculum Vitae for Faculty Members 1. SURNAME: Zhang FIRST NAME: Hao MIDDLE NAME(S): 2. DEPARTMENT/SCHOOL: Operations and Logistics Division 3. FACULTY: Sauder School of Business 4. PRESENT RANK: Assistant Professor SINCE: July 1, POST-SECONDARY EDUCATION Date: April 15, 2015 Initials: HZ University or Institution Degree Subject Area Dates Stanford University, Stanford, CA Ph.D. Business Administration June 2004 (Operations Management) University of Illinois, Urbana, IL M.S. Industrial Engineering June 1998 Tsinghua University, Beijing, China B.E. Industrial Automation (Automatic Control) July 1996 Title of Disseration and Name of Advisor Title: A Dynamic Principal-Agent Model with Hidden Information. Advisor: Stefanos Zenios Special Professional Qualifications 6. EMPLOYMENT RECORD Prior to coming to UBC University, Company or Organization Rank or Title Dates Marshall School of Business, University of Southern Assistant Professor 7/2004 5/2012 California, Los Angeles, CA Graduate School of Business, Stanford University Research Assistant 9/1999 5/2004 Department of Mechanical & Industrial Engineering, University of Illinois Research Assistant 9/1996 5/1998 At UBC Rank or Title Dates Assistant Professor 7/2012 6/2015 Associate Professor 7/2015 Date of granting of tenure at U.B.C.: April 7, 2015
2 Page 2/9 7. LEAVES OF ABSENCE University, Company or Organization Type of Leave Dates at which Leave was taken UBC Parental Leave Sept. 8 Nov. 30, TEACHING Areas of special interest and accomplishments Operations management, business modeling and quantitative methods, supply chain management, dynamic programming, games and contract theory Courses Taught at UBC Session Course Scheduled Class Hours Taught Number Hours Size Lectures Tutorials Labs Other 2014 W2 BAMS * 5 = MM W2 COMM * 7 = W2 COMM * 13 = W2 COMM * 13 = W2 COMM * 13 = W2 COMM * 13 = W2 COMM * 13 = W2 COMM * 13 = W2 BAMS ECM 4 * 5 = Graduate Students Supervised Student Name Program Type Year Supervisory Role Start Finish (supervisor, co-supervisor, committee member) Weihua Zhang PhD 2014 Co-supervisor Sha Liao PhD 2010 Committee member Lifei Sheng PhD 2012 Committee member Sandy Pan MMOR Supervisor Anyu Slofstra MS Committee member Guangwen Kong PhD (USC) Co-supervisor
3 Page 3/9 Vasiliki Kostami PhD (USC) Committee member Levent Kocaga PhD (USC) Committee member Xiao Huang PhD (USC) Committee member Nan Xia PhD (USC) Committee member Notes: Sandy Pan is currently employed by Deloitte Canada. Guangwen Kong is currently an assistant professor at the Department of Industrial & Systems Engineering at the University of Minnesota. (d) (e) (f) Continuing Education Activities Visiting Lecturer (indicate university/organization and dates) Other 9. SCHOLARLY AND PROFESSIONAL ACTIVITIES Areas of special interest and accomplishments My research has mainly contributed to the theory and applications of decision-making in a dynamic environment with one or more decision makers. It can be organized around three main themes: Partially observable Markov decision processes (POMDP): general and special cases Dynamic games and principal-agent problems: theory and applications Other information and incentive problems in operations management Research or equivalent grants (indicate under COMP whether grants were obtained competitively (C) or non-competitively (NC)) Granting Subject COMP $ Year Principal Co-Investigator(s) Agency Per Year Investigator NSERC New Algorithms and Analyses for Partially Observable Markov Decision Processes C 22, Hao Zhang None UBC Sauder Partially observable markov decision processes: Analyses through a new approach NC 8, Hao Zhang Research or equivalent contracts (indicate under COMP whether grants were obtained competitively (C) or non-competitively (NC). Granting Subject COMP $ Year Principal Co-Investigator(s) Agency Per Year Investigator
4 Page 4/9 (d) Invited Presentations Dynamic Performance-Based Business Share Allocation with Competing Suppliers, Department of Industrial Engineering and Operations Research, University of California, Berkeley, CA, November Dynamic Performance-Based Business Share Allocation with Substitutable Suppliers, Naveen Jindal School of Management, University of Texas at Dallas, Richardson, TX, February Dynamic Performance-Based Business Share Allocation with Substitutable Suppliers, Sauder School of Business, University of British Columbia, Vancouver, BC Canada, January Dynamic Performance-Based Business Share Allocation with Substitutable Suppliers, Rady School of Management, University of California, San Diego, CA, October Dynamic Performance-Based Business Share Allocation with Substitutable Suppliers, Gary Anderson Graduate School of Management, University of California, Riverside, CA, May Dynamic Adverse Selection with an Application in Supply-Chain Management, Graduate School of Business, Stanford University, Stanford, CA, September Dynamic Adverse Selection with an Underlying Markov Decision Process, Booth School of Business, University of Chicago, Chicago, IL, May Dynamic Adverse Selection with OM Applications, Haas School of Business, University of California, Berkeley, CA, April Dynamic Adverse Selection with OM Applications, Fuqua School of Business, Duke University, Durham, NC, March Dynamic Adverse Selection: Models, Methods and Results, Sloan School of Management, Massachusetts Institute of Technology, Cambridge, MA, March Partially Observable Markov Decision Processes: A Geometric Perspective, Computer Science Department, University of Southern California, Los Angeles, CA, January Dynamic Adverse Selection: Models, Methods and Results, Stern School of Business, New York University, New York, NY, October Dynamic Supplier Contracts under Asymmetric Inventory Information, Center for Mathematical Studies in Economics and Management Science, Kellogg School of Management, Northwestern University, Chicago, IL, June A Class of Dynamic Adverse Selection Problems: Methods and Results, Workshop on Dynamic Mechanism Design, Kellogg School of Management, Northwestern University, Chicago, IL, May Multi-period Incentive Problems, Ph.D. Lecture, Sauder School of Business, University of British Columbia, Vancouver, BC, Canada, March Invited Discussant, Mini-conference on Customer-Oriented Operations Models, Olin Business School, Washington University in St. Louis, MO, October Optimal Contracts in an Infinite Horizon Model, University of British Columbia, Vancouver, BC, Canada, October A Dynamic Principal-Agent Model with Hidden Information, Marshall School of Business, University of Southern California, Los Angeles, CA, February A Dynamic Principal-Agent Model with Hidden Information, School of Management, University of Texas at Dallas, TX, February A Dynamic Principal-Agent Model with Hidden Information, Business School, National University of Singapore, Singapore, January A Dynamic Principal-Agent Model with Hidden Information, Department of Industrial Engineering and Logistics Management, Hong Kong University of Science and Technology, Hong Kong, China, January (e) Other Presentations A New Framework for Dynamic Learning and Decision Making, INFORMS Annual Meeting, San Francisco, CA, November Efficiency of Long-term Contracts under Dynamic Hidden Information, INFORMS Annual Meeting, Charlotte, NC, November 2011.
5 Page 5/9 Revenue Sharing and Information Leakage in a Supply Chain, IFORS Triennial Conference, Melbourne, Australia, July Efficiency of Optimal Long-term Contracts under a Dynamic Principal-Agent Model, IFORS Triennial Conference, Melbourne, Australia, July Dynamic Performance-Based Volume and Margin Contracts with Substitutable Suppliers, MSOM Society Annual Conference, Ann Arbor, MI, June Motivating Suppliers in a Dynamic Moral-Hazard Environment, POMS Annual Conference, Reno, NV, Apr 29 to May 2, Motivating Suppliers in a Dynamic Moral Hazard Environment, INFORMS Annual Meeting, Austin, TX, November Dynamic Adverse Selection with an Underlying Markov Decision Process, Southern California OR/OM Conference, Irvine, CA, May Dynamic Supplier Contracts Under Asymmetric Inventory Information, Behavioral and Quantitative Game Theory Conference on Future Directions, Newport Beach, CA, May Dynamic Short-term Supplier Contracts Under Asymmetric Inventory Information, INFORMS Annual Meeting, San Diego, CA, October Optimal Pre-order Discount and Information Release, INFORMS Annual Meeting, San Diego, CA, October A Geometric Framework for Partially Observable Markov Decision Processes, INFORMS International Meeting, Toronto, Canada, June Optimal Supplier Contracts under Asymmetric Inventory Information, INFORMS Annual Meeting, Washington, DC, October Solving Partially Observable Markov Decision Processes by Computational Geometry, INFORMS Annual Meeting, Seattle, WA, November Solution to an Infinite-Horizon Principal-Agent Problem by Direct Construction, INFORMS Annual Meeting, Seattle, WA, November A Two-State Infinite-Horizon Principal-Agent Problem, Manufacturing & Service Operations Management Conference, Beijing, China, June Dynamic Supplier Contracts Under Asymmetric Inventory Information and Exponential Demand, INFORMS Annual Meeting, Pittsburgh, PA, November Current Research on Optimal Dynamic Contracts, INFORMS Annual Meeting, Denver, CO, November Monotone Comparative Statics of Optimal Contracts in a Dynamic Principal-Agent Model, INFORMS Annual Meeting, Atlanta, GA, November Optimal Long-Term Contracts in a Dynamic Principal-Agent Model with Hidden States, INFORMS Annual Meeting, San Jose, CA, November (f) (g) Other Conference Participation (Organizer, Keynote Speaker, etc.) Co-chair, Supply Chain Management Track, POMS (Production and Operations Management Society) Annual Conference, Vancouver, BC, Canada, May Session Chair, INFORMS (Institute for Operations Research and the Management Sciences) Annual Meeting, San Francisco, CA, November Session Chair, IFORS (International Federation of Operational Research Societies) Triennial Conference, Melbourne, Australia, July Session Chair, INFORMS Annual Meeting, San Diego, CA, October Co-organizer, Southern California OR/OM Conference, Los Angeles, CA, May SERVICE TO THE UNIVERSITY Areas of special interest and accomplishments
6 Page 6/9 Memberships on committees, including offices held and dates Research advisory committee, Sauder School of Business, Other service, including dates PhD student recruitment, Operations and Logistics Division, Sauder School of Business, 2012-present; Faculty advisor on MM (Master of Management) program project: Social and Environmental Sustainability at Vancouver Society of Children s Centres, Feb Apr, Faculty advisor on MMOR (Master of Management in Operations Research) program project: WorkSafeBC s Physiotherapy Program, May Sept, SERVICE TO THE COMMUNITY Memberships on scholarly societies, including offices held and dates Institute for Operations Research and Management Sciences (INFORMS) INFORMS Manufacturing & Service Operations Management Society (MSOM) INFORMS Optimization Society Production and Operations Management Society (POMS) Econometric Society (d) (e) (f) Memberships on other societies, including offices held and dates Memberships on scholarly committees, including offices held and date Memberships on other committees, including offices held and dates Editorships (list journal and dates) Reviewer (journal, agency, etc. including dates) For journals: Operations Research, Management Science, Mathematics of Operations Research, Manufacturing & Service Operations Management, Production and Operations Management, Naval Research Logistics, IIE Transactions, Operations Research Letters, Surveys in Operations Research and Management Science, Journal of Economic Dynamics and Control, OMEGA International Journal of Management Science, and Journal of Industrial and Management Optimization. For NSERC Discovery Grant, 2013 For Hong Kong General Research Fund, 2012 For student paper competitions: INFORMS Manufacturing and Service Operations Management Society, 2010 and 2012 For conference presentation screening: MSOM Annual Conference, 2009, 2011, and 2012 (g) (h) (i) External examiner (indicate universities and dates) Consultant (indicate organization and dates) Other service to the community 12. AWARDS AND DISTINCTIONS
7 Page 7/9 Awards for Teaching (indicate name of award, awarding organizations, date) Golden Apple Teaching Award (Undergraduate Teaching), Marshall School of Business, University of Southern California, 2010 Awards for Scholarship (indicate name of award, awarding organizations, date) Research Excellence Award (junior category), Sauder School of Business, UBC, 2014 Finalist, Student Paper Competition, Supply Chain Management College, Production and Operations Management Society, 2011 (Won by coauthor Guangwen Kong) Second Place, Best Paper Award, Annual Conference of Overseas Chinese Scholars Association in Management Science and Engineering, Shanghai, China, 2009 (d) Awards for Service (indicate name of award, awarding organizations, date) Other Awards 13. OTHER RELEVANT INFORMATION (Maximum 0ne Page)
8 Page 8/9 THE UNIVERSITY OF BRITISH COLUMBIA Publications Record SURNAME: Zhang FIRST NAME: Hao Initials: HZ MIDDLE NAME(S): Date: Apr 15, REFEREED PUBLICATIONS Journals Li, H., H. Zhang, C. Fine Dynamic Business Share Allocation in a Supply Chain with Competing Suppliers. Operations Research 61(2) Kong, G., S. Rajagopalan, H. Zhang Revenue Sharing and Information Leakage in a Supply Chain. Management Science 59(3) Zhang, H Analysis of a Dynamic Adverse Selection Model with Asymptotic Efficiency. Mathematics of Operations Research 37(3) Zhang, H., Solving an Infinite Horizon Adverse Selection Model Through Finite Policy Graphs. Operations Research 60(4) Chu, L. Y., H. Zhang Optimal Pre-order Strategy with Endogenous Information Control. Management Science 57(6) Zhang, H., M. Nagarajan, G. Sosic Dynamic Supplier Contracts under Asymmetric Inventory Information. Operations Research 58(5) Zhang, H Partially Observable Markov Decision Processes: A Geometric Technique and Analysis. Operations Research 58(1) Zhang, H., S. Zenios A Dynamic Principal-Agent Model with Hidden Information: Sequential Optimality Through Truthful State Revelation. Operations Research 56(3) Conference Proceedings Zhang, H., M. Nagarajan, G. Sosic Dynamic Supplier Contracts Under Asymmetric Inventory Information. Proceedings of the Behavioral and Quantitative Game Theory Conference on Future Directions (BQGT 10). ACM New York, NY. Article No. 40. Other 2. NON-REFEREED PUBLICATIONS Journals Conference Proceedings Other Zhang, H. A Dynamic Principal-Agent Model with Hidden Information. Ph.D. Dissertation, Stanford University, Graduate School of Business, Stanford, CA, BOOKS Authored
9 Page 9/9 Edited Chapters 4. PATENTS 5. SPECIAL COPYRIGHTS 6. ARTISTIC WORKS, PERFORMANCES, DESIGNS 7. OTHER WORKS 8. WORK SUBMITTED (including publisher and date of submission) Zhang, H., G. Kong, S. Rajagopalan Serving Heterogeneous Buyers Through Price and Effort Differentiation. Under 2nd-round review at Management Science. Nagarajan, M., G. Sosic, H. Zhang Stability of Group Purchasing Organizations. Under revision for 2nd-round review at Manufacturing & Service Operations Management. Rajagopalan, R., G. Kong, H. Zhang Information Leakage in Supply Chains. Information Exchange in Supply Chain Management, eds. A. Ha and C. Tang, publisher: Springer. 9. WORK IN PROGRESS (including degree of completion) Dynamic Learning and Decision Making under a New Framework. (Target journal: Operations Research) Dynamic Contracts under Asymmetric Inventory Information: the Backorder Case (with L. Sheng and M. Nagarajan). (Target journal: Operations Research) Leveraging Suppliers to Calibrate Product Specification (with S. Liao and Y. Wang). (Target journal: Manufacturing & Service Operations Management) Structural Analysis of a Dynamic Moral Hazard Problem (with H. Li). (Target journal: Management Science) Implementing a New Algorithm for Partially Observable Markov Decision Processes (with F. Fallahi). Asymptotic Efficiency of a Dynamic Adverse Selection Model with Multiple States. Survey on Dynamic Principal-Agent Models and Their Applications in OR. Invited by Surveys in Operations Research and Management Science. (In preparation.)
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