Miguel Sousa Lobo Curriculum Vitae January 2012



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Miguel Sousa Lobo miguel.lobo@insead.edu www.sousalobo.com Education 1995-2000 PhD, Stanford University, Information Systems Laboratory, Electrical Engineering, with minor in Engineering-Economic Systems and Operations Research 1996-1998 MA, Stanford University, Political Science 1994-1995 MS, Stanford University, Electrical Engineering 1988-1994 Licenciatura in Electrical and Computer Engineering, Instituto Superior Técnico, Universidade Técnica de Lisboa, Portugal Experience 2008- INSEAD, Assistant Professor of Decision Sciences (also visiting in fall of 2007) 2001-2008 Duke University, The Fuqua School of Business, Assistant Professor of Decision Sciences 2005-2006 Columbia University, Columbia Business School, Visiting Professor, Decision Risk and Operations 2003 Tilburg University, The Netherlands, Visiting Researcher (summer), Operations Research and Econometrics 2000-2001 Consultant in statistical arbitrage at startup hedge fund 2000 Scientist at Panop (acquired by Broadbase Software) 1999 Stanford University, Teaching Fellow 1995-1999 Stanford University, Research Assistant 1993-1994 National Education Council, elected as the representative of Portuguese university and polytechnic student associations 1992-1993 Student Association of Instituto Superior Técnico, President 1991-1992 Diferencial, student newspaper of the Instituto Superior Técnico, Editor 1

Teaching 2007-2012 INSEAD: Uncertainty, Data and Judgment (MBA), Models for Strategic Planning (MBA), Effective Decision-Making (MEL), Quantifying Uncertainty (EMBA), Uncertainty and Judgment (Exec. Ed.) 2009 Reykjavik University: Business Statistics, Judgment and Decisions under Uncertainty (MBA) 2001-2008 Duke University: Decision Models (MBA, CCMBA, DG-MBA, GEMBA), GATE East Asia (MBA), GATE Southern Africa (MBA), GATE Australia and New Zealand (MBA), Dynamic Programming and Optimal Control (PhD) 2005-2006 Columbia University: Decision Models (MBA) 1999 Stanford University: Linear Dynamical Systems (MS) Honors and Awards 2000 Outstanding Contribution Award, Broadbase Software 1999 Best Student Paper Award, American Automatic Control Council (ACC, June 1999), for Policies for Simultaneous Estimation and Optimization 1995 Qualifying exam for the Electrical Engineering PhD program, Stanford University, ranked first 1990 First prize, Educational Software Awards, Portuguese Ministry of Education, for Dinamix (dynamic systems modeling software) 1986, 1987 Twice winner of the Portuguese Mathematics Olympiads Publications T. Casciaro and M. S. Lobo, Affective Primacy in Intraorganizational Task Networks, working paper (minor revision with Organization Science) M. S. Lobo and D. Yao, Human Judgment is Heavy-Tailed: Empirical Evidence and Implications for the Aggregation of Estimates and Forecasts, Management Science, forthcoming 2

D. Brown, B. Carlin and M. S. Lobo, Optimal Portfolio Liquidation with Distress Risk, Management Science, 2010 F. de Véricourt and M. S. Lobo, Resource and Revenue Management in Nonprofit Operations, Operations Research, 2009 T. Casciaro and M. S. Lobo, When Task Competence is Irrelevant: The Role of Positive and Negative Interpersonal Affect in Instrumental Ties, Administrative Science Quarterly, 2008 B. Carlin, M. S. Lobo and S. Viswanathan, Episodic Liquidity Crises: Cooperative and Predatory Trading, Journal of Finance, 2007 M. S. Lobo, M. Fazel and S. Boyd, Portfolio Optimization with Linear and Fixed Transaction Costs, Annals of Operations Research, 2007 T. Casciaro and M. S. Lobo, Competent Jerks, Lovable Fools, and the Formation of Social Networks, Harvard Business Review, 2005 M. S. Lobo and S. Boyd, Policies for Simultaneous Estimation and Optimization, Proceedings of the American Control Conference (peer reviewed), 1999 M. S. Lobo, L. Vandenberghe, S. Boyd and H. Lebret, Applications of Second-order Cone Programming, Linear Algebra and its Applications, 1998 A. Hansson, S. Boyd, L. Vandenberghe, M. S. Lobo, Optimal Linear Static Control with Moment and Yield Objectives, Proceedings of the IEEE Conference on Decision and Control (peer reviewed), 1997 L. Lobo and M. S. Lobo, Robust and Efficient Non-linear Regression of Kinetic Systems by a Direct Search Method, Computers and Chemical Engineering, 1991 Other Cited Work M. S. Lobo, On the Value of Dynamic Pricing, working paper M. S. Lobo and S. Boyd, Pricing and Learning with Uncertain Demand, technical report, 2003 M. S. Lobo, Robust and Convex Optimization with Applications in Finance, Ph.D. thesis, Stanford University, 2000 M. S. Lobo and S. Boyd, The Worst-case Risk of a Portfolio, technical report, 2000 3

Talks 2011 Academy of Management Conference, San Antonio, Professional Development Workshop, Why We All Should Be Bayesians: Opportunities of Bayesian Statistics for Management Research 2011 Academy of Management Conference, San Antonio, The Primacy of Affect in Intraorganizational Task Networks 2010 INFORMS Conference, Austin, Human Judgment is Heavy-Tailed: Empirical Evidence and Implications for the Aggregation of Estimates and Forecasts 2010 INSEAD Network Evolution Conference, The Co-Evolution of Instrumental and Affective Content in Intraorganizational Task-Related Networks 2009 ADIA, internal presentation, Optimal Portfolio Liquidation with Distress Risk 2008 INFORMS Conference, D.C., Optimal Partial Liquidation of a Multiple-asset Portfolio with Price Impact 2008 INFORMS Conference, D.C., Revenue Management for Negotiated Prices 2008 Google un-conference, Mountain View, Behavioral Research in Operations 2008 INFORMS Revenue Management Conference, Montreal, Optimal Timing of Price-Quote Revisions 2008 MSOM Service Operations SIG Conference, discussant 2008 Duke University, The Fuqua School of Business, faculty brown bag seminar, Interpersonal Affect and Task Interaction: An Analysis of Causality 2008 Graduate School of Business, University of Chicago, Selling to Buyers with Purchasing Delay 2007 INSEAD Singapore, Selling to Buyers with Purchasing Delay 2007 INFORMS Conference, Seattle, Optimal Timing of Price-Quote Revisions 2007 INSEAD, Decision Sciences Seminar, Fontainebleau, France, Optimal Timing of Price-Quote Revisions 2007 INFORMS Revenue Management Conference, Barcelona, Spain, On the Value of Dynamic Pricing 2007 Duke University Computer Science Algorithms Seminar, Durham, An Overview of Dynamic Pricing, Computational Challenges 2007 International Network of Social Network Analysis (INSNA) Conference, Corfu, Greece, Interpersonal affect and task interaction: An analysis of causality 2007 INSEAD, Decision Sciences Seminar, Fontainebleau, France, On the Value of Dynamic Pricing 2006 INFORMS Conference, Pittsburgh, On the Value of Dynamic Pricing 2006 INFORMS Conference, Pittsburgh, Resource and Revenue Management in Nonprofit Operations 2006 Academy of Management Conference, Atlanta. When Task Competence is Irrelevant: The Role of Positive and Negative Interpersonal Affect in Instrumental Ties 2006 Conference on Modern Financial Institutions, Financial Markets, and Systemic Risk, Federal Reserve Bank of Atlanta. Episodic Liquidity Crises: Cooperative and Predatory Trading 2006 Instituto Nacional de Admnistracao, Lisbon, Portugal, New Organizational Forms: The Role of Interpersonal Affect in Instrumental Ties 2005 Liquidity Risk Symposium, International Association of Financial Engineers, Episodic Liquidity Crises: Cooperative and Predatory Trading 2005 Operations Seminar, Graduate School of Business, University of Chicago, Resource and Revenue Management in Nonprofit Operations 2005 Liquidity Conference, Federal Reserve Bank of New York, Episodic Liquidity Crises: Cooperative and Predatory Trading 2005 INFORMS Conference, San Francisco, Resource and Revenue Management in Nonprofit Operations 4

2005 Decisions, Operations & Technology Management Colloquium, Andersen School of Management, UCLA, Resource and Revenue Management in Nonprofit Operations 2004 Institute for Operations Research and Management Science (INFORMS) Conference, Denver, Joint Operational and Pricing Decisions in Nonprofit Operations 2004 International Network of Social Network Analysis (INSNA) Conference, Portoroz, Slovenia, An Affective Theory of Instrumental Ties 2004 Kennedy School of Government, Harvard University, An Affective Theory of Instrumental Ties 2004 Portuguese-American Postgraduate Society Forum, New Jersey 2003 Decision Sciences, London Business School, UK, Aggregation of Expert Estimates 2003 Operations Research and Econometrics, Tilburg University, The Netherlands, Aggregation of Expert Estimates 2003 INFORMS Revenue Management and Pricing Conference, Columbia University, Pricing and Learning with Uncertain Demand 2003 Euro-INFORMS Conference, Istanbul, Turkey, Sequential Pricing with Unknown Demand: Informative Prices and Profit Maximization 2002 Portuguese-American Postgraduate Society Forum, UNC 2001 INFORMS Conference, Miami, Intra-firm Networks and Performance Appraisal 2001 Graduate School of Business, Stanford University, Pricing and Learning with Demand Uncertainty 2000 INFORMS Conference, San Antonio, Perturbation of Conic Programs and Applications 2000 Mathematical Finance Workshop, Stanford University, The Worst-case Risk of a Portfolio 2000 Fuqua School of Business, Duke University, Pricing and Learning with Demand Uncertainty 2000 Graduate School of Industrial Administration, Carnegie-Mellon University, Pricing and Learning with Demand Uncertainty 2000 Engineering-Economic Systems and Operations Reasearch Dept., Stanford University, Robust Optimization with Applications in Finance 2000 KMV (now part of Moody s), internal seminar, San Francisco, Portfolio Optimization with Incomplete Information 1999 INFORMS Conference, Cincinatti, Sequential Pricing with Unknown Demand: Informative Prices and Profit Maximization 1999 Society for Industrial and Applied Mathematics (SIAM) Optimization Conference, Atlanta. Convex Programming for Simultaneous Estimation and Optimization 1999 American Control Conference (ACC), San Diego, Policies for Simultaneous Estimation and Optimization 1998 FIP conference on research and education, Azores, Portugal 1997 SIAM Optimization Conference, Stanford University, Second-order Cone Programming Academic Service and Other Reviewer for, among others: Operations Research; Management Science; Administrative Science Quarterly; Organization Science; Manufacturing and Service Operations Management; SIAM Journal on Optimization; SIAM Journal on Financial Mathematics; Annals of Operations Research; Decision Analysis; Journal of Operations Management; International Journal of Applied Mathematics and Computer Science; Optimization and Engineering; 5

Naval Research Logistics; OR Spectrum; MSOM Public Applications of Supply Chain Management Conference; Conference of the MSOM Service Management SIG of INFORMS. Member of: Program Committee, Behavioral Decision Research in Management (BDRM) conference (2012); Program Committee, Optimization 2011; Conference Committee, Conference of the MSOM Service Management SIG of INFORMS (2008); International Program Committee, Mediterranean Control and Automation Conference (2002); NSF CPATH Faculty Learning Community on Science of Networks (2007-2008). Session chair in Decision Analysis track, INFORMS Conference, Austin, 2010; Session chair in Revenue Management track, INFORMS Conference, D.C., 2008. Fluent in English, Portuguese and French. Working knowledge of Spanish. Dual Portugal and UK national. 6