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Where the future of the retail value chain is being built. As a supply chain management professor, consultant, and investor, my mission is to bridge the gap between academia, industry, and investment by advancing the understanding and implementation of innovative logistics and e-commerce technologies. I aim to foster effective and efficient supply chains, creating value for businesses, investors, students, the university, and society.
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show series
 
Gregoire Lehmann has had an interesting journey to becoming a principal at NewRoad Capital Partners, the Arkansas-based private equity firm. Originally from France, Lehmann was recruited to play tennis for the University of Arkansas, where he excelled as both a student-athlete and a student, earning degrees in finance and economics. After getting a…
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Today, I spoke with Jared Smith, CEO of Kitestring Technical Services in Bentonville, Arkansas. Jared, who has a PhD in physical chemistry from UC Berkeley, has led Kitestring, a 150-person firm specializing in retail technology, for the past 12 years. Our discussion ranged from the evolution of point-of-sale (POS) systems and the potential of AI i…
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As the host of the Matt Waller Podcast, I have the privilege of engaging with some of the most insightful and innovative minds in the world of business and entrepreneurship. Recently, I had an enriching conversation with Jeremy Wilson, a seasoned entrepreneur and the co-founder of NewRoad Capital Partners. This dialogue not only shed light on his p…
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In my career, I have been privileged to engage with some of the most knowledgeable and strategic minds in the domains of logistics, supply chain management, and retail operations. Recently, I had the opportunity to speak with Tracy Rosser, a seasoned professional with over two decades at Walmart, where he held the position of Senior Vice President …
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I recently had the pleasure of interviewing Natalia Burgett, Chief Strategy Officer at Platform Science, a company that has been making big waves in transportation technology. The timing couldn't have been better, as they had just announced an impressive $125 million funding round. As I spoke with Natalia, I was struck by Platform Science's truly r…
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Arkansas has emerged as a hub for professional services firms specializing in the retail value chain (RVC). Many of these firms have achieved successful exits worth over $50 million. A new initiative called Highstep aims to build on this strength by launching 10 new AI-powered professional services startups in Arkansas over 5 months. By combining A…
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As someone who has spent years working with messy, fragmented data in the supply chain field, I was immediately intrigued by Tracer - an innovative data analytics platform helping brands make sense of their dispersed information streams. During my interview with Obele Brown-West, Tracer's president, I gained valuable insights into how this powerful…
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Deming explains that fossil fuels will likely remain the world's main energy source for decades to come. This poses a tremendous dilemma that we must grapple with. Claiborne explained that global temperatures have risen about 1.8°F since pre-industrial times, coinciding with increased burning of fossil fuels as countries have industrialized. Simply…
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As the Senior Vice President at Emerge, a company dedicated to revolutionizing the freight procurement process, Maggie has had the privilege of witnessing firsthand the transformative impact of technology on the logistics industry. The freight procurement process has long been plagued by inefficiencies, manual processes, and a lack of transparency.…
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Heather Nichols' career arc through print media, digital advertising, and influencer marketing epitomizes the evolution of marketing towards a narrative-driven approach. Starting with foundational roles at Meredith Corporation and advancing through digital ad spaces to leadership at Acorn Influence, Nichols has harnessed the transformative power of…
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I interviewed Gordon Downes, the founder and CEO of NYSHEX, an innovative company providing technology solutions to address major challenges in the ocean container shipping industry. With 80% of the top 10 ocean container carriers and many shippers already using the NYSHEX platform, it has significant implications for reducing expected lead times, …
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Quinn Snacks was founded in 2010 by Kristy Lewis, who saw an opportunity to create a healthier alternative to traditional microwave popcorn. The idea stemmed from Lewis's interest in connecting what she saw at local farmers markets to the ingredients in mainstream grocery stores. Not finding a company making snacks in a cleaner, safer way, she deci…
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I interviewed Chris Scheid, co-founder of MyCarrier, to provide guidance for both new and experienced shippers on effectively using less-than-truckload (LTL) transportation. Scheid draws on over 15 years of experience in pricing, technology, and building the successful shipping platform MyCarrier to illuminate the ins and outs of LTL. Understanding…
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I recently had the pleasure of interviewing Sam Thompson and Adriaan Zur Muhlen from Progress Ventures. Progress Ventures is a specialty venture capital firm focused on investing in advertising, marketing, and media technology companies. During our discussion, Sam and Adriaan provided fascinating insights into how they identify disruptive innovator…
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I recently had the opportunity to speak with Gary Adams, who has over 30 years of experience in supply chain management at Walmart. Gary held many leadership roles at Walmart, including Vice President of International Logistics and Vice President of Walmart's Internet Supply Chain for Walmart International. He now serves as an operating partner for…
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The maritime transportation industry, traditionally resistant to change, has rapidly embraced digital transformation in response to the COVID-19 pandemic, as detailed in discussions with Uriel Brison of WaveBL. Historically dependent on paper documentation, particularly the Bill of Lading for shipping goods, the industry faced inefficiencies and ri…
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The venture capital industry in the United States is a crucial driver of innovation and economic growth, providing early-stage funding and guidance to transform ideas into groundbreaking technologies and companies. Recent years have seen record levels of investment and dealmaking, fueling a wave of innovation across the country. However, the indust…
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Craig Harper has long been a visionary leader in the transportation industry. As someone who has successfully spearheaded strategic initiatives at JB Hunt, Harper understands both the challenges and opportunities of transitioning to cleaner fuels and technologies. Through rigorous data analysis and fact-based assessments, Harper highlights several …
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Before founding New Engen, Inc., Justin Hayashi helped e-commerce giant Zulily achieve remarkable success through his mastery of performance marketing. By leveraging creativity and data, Zulily reached $1 billion in revenue under his leadership. Justin then ventured out on his own after Zulily's acquisition, offering his services pro bono to variou…
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The balance between supply and demand has a significant impact on pricing and behavior in the trucking industry. During periods of excess capacity, known as soft markets, prices tend to fall as carriers are willing to honor existing contracts, as evidenced by high acceptance rates. However, in tight markets where demand outweighs supply, prices ris…
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Eric's Journey into Transportation and Logistics Investing Eric enjoys the privilege of a highly engaging career. His primary responsibility involves exploring the breadth of the investment landscape to identify attractive strategies that have the potential to enhance his clients' portfolios. As a generalist, his search extends globally. His intere…
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Josh Jewett discusses several significant advancements in retail supply chain transparency and digital customer engagement. Supply chain transparency has been enabled by telemetry data from containers, cartons and pallets, allowing retailers to track purchase orders from origin to store. This facilitates timely delivery of merchandise and optimized…
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Clete Brewer is the founder and managing partner of New Road Capital Partners, a private equity firm focused on investing in and scaling companies in the supply chain logistics and retail technology sectors. He has over 30 years of experience leading and advising high-growth companies, previously serving as CEO of staffing company Staffmark and Pre…
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MFour Mobile Research provides valuable data and insights to help brands understand omnichannel shopper behavior. In this podcast interview, MFour CEO Chris St. Hilaire shares how the company captures consumer data across in-store, online, and mobile channels to paint a holistic picture of the shopper journey. Chris explains that today's shoppers e…
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Brands want to get closer to customers to understand how spending drives outcomes. Retailers have rich customer data from transactions that can help target brands' most valuable audiences. As retailers build out their media capabilities, they can sell audience access to brands across various channels like digital displays and audio. This offers bra…
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I recently had the pleasure of interviewing George Abernathy, a true legend in the transportation procurement business, for my podcast. George is a Board Member & Strategic Advisor and is the very recent past President of Emerge. Over the course of our conversation, George provided invaluable insights into this complex industry from someone with ov…
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I recently had the pleasure of interviewing Jeffrey Nicholson, CEO and Co-Founder of Tracer, for my podcast. Tracer was originally incubated within VaynerMedia to automate reporting and analytics, and has grown into a leading data intelligence platform. Jeffrey has over 20 years of experience in digital marketing and data, previously holding leader…
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On a recent episode of my podcast I talked with Dan Johnston, CEO and co-founder of WorkStep, about using data and analytics to create a better work experience for frontline employees. WorkStep’s mission is to make the frontline a better place to work through the use of technology. Dan saw firsthand as a retail and supply chain worker the challenge…
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I recently had the pleasure of interviewing Michele Meyer about her impressive 30+ year career in the consumer packaged goods industry. Michele held numerous leadership positions at General Mills, culminating in roles leading major operating units. She was able to drive significant growth and transformation throughout her career. When I asked Miche…
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I recently had the pleasure of interviewing Chris Ladd, a seasoned private equity investor and board member. Chris shared insights from his extensive career in corporate development, M&A, and private equity. Here are some highlights: How Chris Identifies High-Potential Companies When considering investments, Chris looks for two key ingredients - a …
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I recently had the pleasure of interviewing Andrew Leto, CEO and founder of Emerge, a company reinventing freight procurement. Andrew has an impressive background as a serial entrepreneur in logistics and technology. Andrew has always had an entrepreneurial spirit and curiosity about business. As a young man serving in the Navy, he voraciously read…
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I recently had the chance to chat with Stefan Sterns, a partner at private equity firm NewRoad Capital Partners, about his extensive career in investment banking and private equity. Stefan spent over 8 years at Barclays Investment Bank in New York, working on M&A advisory assignments and debt/equity capital raises totaling over $200 billion. Some o…
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I recently had the pleasure of interviewing Erhan Musaoglu, Founder and CEO of Logiwa, on my podcast. Logiwa provides a cloud-based fulfillment management system designed specifically for direct-to-consumer e-commerce businesses. In this post, I'll summarize key insights from our conversation on the unique challenges of e-commerce fulfillment and h…
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Chris Sultemeier recently sat down for an insightful interview on The Matt Waller Podcast. With nearly 30 years of experience leading supply chain and logistics at retail giant Walmart, Chris has a wealth of wisdom to share. A few key themes around leadership and innovation emerged from the conversation. Humility and Teamwork Despite his many high-…
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The pandemic, rising inflation, and labor market volatility have disrupted traditional work life, including how companies schedule employees. I spoke with three executives from Shiftboard, a workforce scheduling solutions company, about how their technology empowers employers and employees to adapt to the new world of work. Shiftboard caters to man…
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I recently had the pleasure of interviewing Tracy Black, an accomplished technology executive in the logistics industry and partner at NewRoad Capital Partners. Tracy served as Senior Vice President of Information Technology at J.B. Hunt Transport, leading major technology transformations for the company. She now serves on the boards of several ear…
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Shaveer Mirpuri, founder and CEO of Insite AI, recently appeared on The Matt Waller Podcast to discuss how artificial intelligence is transforming the consumer brands and retail industries. Insite AI, founded in 2019, uses AI to help major CPG companies optimize their retail channels, manage relationships, and drive revenue growth. Some key takeawa…
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Where the future of the retail value chain is being built. As a supply chain management professor, consultant, and investor, my mission is to bridge the gap between academia, industry, and investment by advancing the understanding and implementation of innovative logistics and ecommerce technologies. I aim to foster effective and efficient supply c…
  continue reading
 
What is Armenian mother guilt in the diaspora? How can a pandemic impact language dynamics in the home? Why is it that our professional expertise, competence, and training often disappear when it comes to things Armenian, our families, and our own children? Join Dr. K and Dr. Lori Mesrobian, USC professor of Spanish, as they discuss the extra compl…
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Are you up for a game of Belote? How did a French trick-taking card game gain such ubiquitous popularity both in Armenia and the diaspora? What is the special Armenian twist (hint: the bazar element) with its own language dynamics and social hierarchy? Though full of French, Turkish, and Russian words, why is it perceived as such an Armenian domain…
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How do immigrants navigate integrating into host societies while still maintaining an orientation toward the homeland? What is the role of language in that process? What if they live in a society with a colonial/imperial legacy? Dr. K is joined by UCLA PhD candidate Anatolii Tokmantcev as they discuss the formation of Armenian communities in Russia…
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How do colonial and diasporic histories impact language dynamics? How do these forces manifest themselves in the case of curious hybrids or third-culture kids, the characterization author Nadia Owusu uses to encapsulate her Ghanian and Armenian-American heritage, through the lens of a child growing up in various international communities? Join Dr. …
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What happens when an alternative weekly in Orange County starts a column called ¡Ask a Mexican!, in which journalist Gustavo Arellano responds to reader questions about Mexican-American stereotypes in a satirical, wonderfully witty and informative manner? And he uses Spanish and Spanglish in almost every response? And it becomes so successful that …
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What do Europe’s reactions to this war seem to be saying about what Europe will or won’t tolerate when it comes to aggression and war? Has Europe’s vision of a united Europe changed irrevocably? Will small countries like Armenia, Moldova and Georgia now be faced with even starker choices between Russia and the West? How will Europe’s relationships …
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How will Turkey’s military and diplomatic support to Ukraine — while disassociating from the Western campaign to limit Russia’s reach — determine its regional policies going forward? How will Armenia and Karabakh be impacted? How will negotiations regarding opening the Turkey-Armenia border figure into Turkey’s calculus for its role in the region? …
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USC Professor Robert English studies the USSR, Russia and Eastern Europe. Here, he discusses the perceptions and policies of the other former Soviet republics in light of Russia’s actions in Ukraine, with Institute Director Salpi Ghazarian. Russia’s intentions and possible encroachment (military, political and economic) on the other 13 republics, w…
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Professor Ervand Abrahamian of City University of New York expresses his concerns about possible ramifications of the Russian invasion of Ukraine on Iran. In a conversation with Institute Director Salpi Ghazarian, they talk about Iran’s relations with all of the regional actors – Georgia, Armenia, the Caucasus, Turkey - in light of the war and its …
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Institute Director Salpi Ghazarian speaks with Varoujan Avedikian, an attorney and former General Counsel to Armenia’s Central Bank, on the economic and monetary challenges and opportunities immediately resulting from the Ukraine war. Energy and food security, imports and exports, banking and insurance services, are all impacted in expected and une…
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Armenia’s ambassador to Poland, Samvel Mkrtchian, is on the frontline with incoming refugees, and with an international community intent on finding a solution to the ongoing destruction of a country and a nation. He speaks with Institute Director and his former colleague at Armenia’s Foreign Ministry, Salpi Ghazarian, at length about international …
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