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On Scene Report


"Pivot to the Pacific:  What Are The Practical and Global Implications?"

Co-sponsored by the U.S. Naval Institute and AFCEA International, West 2013 is the largest event on the West Coast for communications, electronics, intelligence, information systems, imaging, military weapon systems, aviation, shipbuilding, and more.

West 2013

January 29-31, 2013

San Diego Convention Center

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Leadership of Technological Change – Read Ahead
A short list of ten key senior leadership skills, and a technology brief exploring possible, probable, and preferable futures – what “could”, “will” and “should” happen, as I see it, in ten key technology foresight areas. This brief looks out ten to twenty years, to the career horizon of many senior leaders and middle managers. See Amazon links and reviews for some favorite primers on these topics. I’ve tried to state my key biases and assumptions where relevant. You likely have different biases and assumptions. This brief is guaranteed to be incomplete and wrong in many parts. It is my personal perspective. Have disagreements or questions on any of these assumptions and futures? Let’s discuss them in seminar.

Each area brief ends with a few leadership questions for Navy senior leaders and middle managers. How can you better manage coming opportunities, disruptions, and threats in each technology area?

Please consider me one of your career technology foresight and leadership advisors. It is an honor to serve you. Contact me at: [email protected] | 650-396-8220 | Accelerating.org | Blog: Ever Smarter World


I. Senior Leadership: Ten Key Skills and Books


1. Self-Diagnosis. Adaption-Innovation, Kirton, 2003. Leading the Leaders, Adizes, 2004. Strengths Finder 2.0, Rath, 2007.

2. Self-Management and Health. Managing Oneself, Drucker, 1999. Be Excellent at Anything, Schwartz, 2004.

                The Primal Blueprint, Mark Sisson, 2009. Thinking, Fast and Slow, Kahneman, 2011.

3. Learning/Evidence-Based Management. How to Measure Anything, 2010. Building the Learning Org, 2011.

4. Teamwork and Performance. Senior Leadership Teams, Wageman, 2008. Strengths-Based Leadership, Rath, 2009.

5. Budgeting and Procurement. Winning the Next War, Rosen, 1994. High-Perf Supplier Management, Moore, 2001.

                Beyond Budgeting, Hope & Faser, 2003. The Science of War, O’Hanlon, 2009.

6. Strategic Management. 12: The Elements of Great Managing, Wagner and Harter, 2006.

                Balanced Scorecard Strategy, Hannabarger, 2007. On Competition, Porter, 2008.

7. Innovation. Arms and Innovation, Hasik, 2008. US Military Innovation Since the Cold War, Sapolsky et. al., 2009.

                Creating Innovators, Wagner, 2012. The Immigrant Exodus, Wadhwa, 2012.

8. Change Management. Leading Change, 1996. Its Your Ship, Abrashoff, 2002. Turn the Ship Around!, Marquet,  2012.

9. Ethics and Fairness. Meeting Ethical Challenges of Leadership, Johnson, 2011. Controlling Corruption, Klitgaard, 1991.

10. Foresight and Intelligence. Hard Facts, Half-Truths, and Total Nonsense, Pfeffer and Sutton, 2006.

                The Well-Timed Strategy, Navarro, 2006. Analyzing Intelligence, 2008. The Signal and the Noise, Silver, 2012.


II. Technological Change: Ten Areas of Strategic Opportunity, Disruption, and Threat


1. Information Technologies

Main Concept: Information technologies are becoming the “Steering System” of accelerating global change.

Leader’s Challenge: Using IT to grow personal, organizational, and global Intelligence and Interdependence.

“The conversational interface, due 2015-2020, may be the biggest single tech change we will see in our lifetimes.”

Computing (Super, Enterprise, Personal, Mobile/Wearable, Web/Cloud). Google, Amazon, Apple, MS, IBM. Bio-inspired computing, like IBM’s SyNAPSE, will bring statistical and brain-like learning to our computer hardware in 2020’s.

Communication and Networks. Mobile now reaches 60% of humanity. 85% (50% 4G LTE) by 2017. 3B more folks will be online by 2020. “One wearable smartphone per child.” 100Mbps broadband, internet TV, telepresence. Social networks, crowd intelligence. Facebook now ‘third largest country’ (1B). Google, Facebook largest platforms (>1.4B) by 2014.

Big Data, Maps, and Algorithms. Big Data, Google Maps are preconditions for AI. Many algorithms (sorting, compression, linear optimization, signal processing) improve as fast or faster than our computer hardware (eg., 10^4 in 15 years).

Conversational Interface. NLP: Watson, Siri, Google Now. Avg. length of query we ask search engines doubles every  seven years. 1998 1.3 words, 2005 2.6 words, 2012 5.2 words. 2019 10.4 words. Soon, natural language sentences will work well. This enables biggest set of learning and social change most of us will see in our lives, right around the corner.

Agents and Cybertwins. Personality Capture/Virtual Agents/Cybertwins, Digital Identity, Quantified Self. Circa 2020. Agents become active extensions of your personality, start managing what you read, how you connect, buy, and vote.

Books: Race Against the Machine, McAfee, 2012; Age of Spiritual Machines, Kurzweil, 2000; Wired for Thought, 2009

Leadership Questions:

  1. What are your IT research, acquisition, R&D, hiring, training, measuring, and management strategies?
  2. What problems could be addressed and opportunities taken if you had significantly better IT performance in your critical systems? How could you get this performance?
  3. What key disruptions or threats must you anticipate in a world of accelerating IT performance?

2. Nanoscience and Nanotechnologies

Main Concept: Nanotechnologies are the main “Engine” of accelerating IT, social and technical change.
Leader’s Challenge: Growing critical Performance and Efficiency via better use of miniaturization and nanotech.
“Nanospace, where intelligence is headed, is orders of magnitude faster, stronger, and efficient than human space.”

Small-Scale Physics. Engineering is inward bound. Distances accessible to scientific manipulation have shrunk 100 millionfold (10^8X) in 90 years. Intelligence community now uses encrypted quantum comm. Demo of neutrino comm. through Earth (long term, to submarines). Killer app for quantum computing is simulating quantum-molecular processes (molecular machines, superconductivity). US needs strong STEM/Science culture to continue these amazing advances.

Fission and Fusion. Fission is 10^3X more energetic per mass than chemical reactions. Fusion 10^3X more than fission. We’ve increased fusion energy output 10^12X since 1970. First commercial fusion (ITER Demo) likely by 2030.

Nanochemistry. Rationally designed catalysts are 10^3 to 10^6X more efficient, productive, and fast than natural ones. Nanopores allow cheap DNA sequencing. Protein engineering. Disassemblers. Nanomedicine. Green chemistry. Expect further vast performance and efficiency improvement in this space. Nano and IT engineering drives accelerating change.

Nanocomputing. Moore’s law has given us a 10^11 (100 billionfold) performance/price increase, 1950-2007. Computing, comm, storage performance/price doubles every 1-2 years. SoCs. FPGAs. Nanolasers. Optical Computing. SETs. A hardware-based neural net is 10^7 faster than a neuron. Brain simulation projects (Blue Brain, etc.) are now possible.

Nanodevices. Nanofabrication and lithography. Imaging. Sensors. Nanoprobes. Nanofluidics. Nanowires. Motors.  High-strength, self-cleaning, self-healing materials. Nanobiomimicry. Nanopiezoelectronics. Nanocapacitors. MEMS & NEMS.

Books: Nanotechnology, Ratner, 2002; Engines of Creation, Eric Drexler, 1987, Physics of the Future, Kaku, 2011

Leadership Questions:

  1. What are your tech miniaturization research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken if you had significantly better tech miniaturization or nanotech performance in your critical systems? How could you get this performance?
  3. What key disruptions or threats must you anticipate in a world of accelerating miniaturization and nanotech?


3. Resource Technologies

Leader’s Challenge: Ensuring resource Abundance and growing Sustainability.

“Next gen tech, enterprise, & policy will solve our Grand Challenges (energy, water, food, CO2), but only under stress.”

Energy. We’re swimming in it, and will continue to move slowly to cleaner forms, barring climate disaster. Nat gas is cheap ($1.90 gal/equiv), and will remain so (US has 2K tcf). We’re switching out coal for nat gas. Home compressors(Phill) are an opportunity. Electric-NG-Gasoline hybrids best transition solution. World has 1.2T bbls of proven oil, 38 yr supply, and 10T in shale and tar sands oil. We’ll never use most of it. Oil will stay below $200/barrel to keep alternatives from outcompeting it. “$100-200T of oil still to be sold.” Alternatives continue slow advance. Solar half as cheap every 10 yrs, doubles base every 2 yrs. Nanoengineered algal biofuels allow renewable transportation. H2 fuel cells have 10^5X further future efficiency potential (Daniel Nocera, MIT). Wind, geothermal have 10% niches. Solar and artificial photosynthesis long term.  1/10,000th of solar flux addresses our entire current global energy needs. Post 2030, Fusion could play a role.

Water. 1 billlion people presently without safe, clean water, 2.5B have no sanitation. Cellphones are now more prevalent than toilets. Leapfrog tech: Composting, desalinating, plumbing-free toilets. DEKA’s Slingshot water purifier.

Food. Agrobiotech, GMOs, aquaculture. Longer term: Cultured meat, vertical farming, aquaponics, aeroponics.

Population. Simon’s “Ultimate Resource.” World pop is flatlining. We reach 8.5 to 9B in 2040 (Next 30 yrs for 1.5 to 2 billion more, half in Asia, half in Africa) then we either stay flat or shrink. We’ve already hit “Peak Child” (Peak Births, 135M/yr total, in 1990 and Peak Fraction of Children, <15yrs, as % of Society, 1.9B, just 27% of population, in 2011). Better sanitation, water, and basic public health (lower infant mortality) greatly reduce birth rates in the last two growth areas (Asia, Africa). Growth of human population is almost over. Growth of robots and machine minds is just beginning.

Climate and Ecosystem Resources. We’ve overfished and acidified the oceans, overfarmed our soil, killed off and threatened many species. But deforestation isn’t accelerating, it’s saturating. CO2 will saturate as well beginning mid-century, as next gen energy emerges. All our raw materials supplies are greater than ever, and the smart mining and drilling robots have barely gotten started. Sustainable resources management is also emerging everywhere. Environmental issues are serious, but they are also overstated. We are innovating and legislating our way back to sustainability. Europe leads the way, the US is being dragged along, as we prioritize freedom/innovation over sustainability. Like individual vs. society, innovation vs. sustainability is our central tension. Both are key.

Books: Abundance, Diamandis etal, 2012; Rational Optimist, Ridley, 2011; Skeptical Environmentalist, Lomborg, 2011.
Leadership Questions:

  1. What are your critical resource research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken if you had more resource abundance or sustainability? How could you get this outcome?
  3. What key disruptions or threats must you anticipate in a world of regular critical resource shortages?


4. Engineering Technologies

Leader’s Challenge: Solving problems of Urbanization, growing Automation.

“Making smart, networked, virtualized, secure, productive, sustainable urban space is key to every country’s future.”

Smart Cities. 50% of us live in urban areas.  60% by 2025. By 2050, 70% will live in megacities (>10M).  1/3 of urbanites (850M) now live in substandard slums (“shadow cities”). 2B by 2050. Must participate in global workforce. Keep Infrastructure and slums working, and crime, gridlock, pollution from growing, and the options, money and efficiencies in cities beat everything else. Major drop in violent urban crime in the US from 1990-2010 had many causes: planned parenthood, unleaded gas, urban renewal, policing upgrades, growth of digital entertainment. Sustainable, walkable, smart cities are growing. We can expect a return to the 1950’s in this regard, cities as a desirable place to live.

Dematerialization and Efficiency. We are dematerializing our economies. This is a key to sustainability. Learning how to substitute digital products and processes for physical ones (think of telepresence vs. physical travel , or all the physical products an iPhone and intelligent household robot will replace). Beyond $25K per year people consume sharply less energy per salary (World Bank, Shell). They have their house and key appliances, and they increasingly share them, use them on demand. Efficiency drives our sustainabiility initiatives, which get increasingly intelligent.

Greentech and Pollution. Greentech is growing, but slowly. Carbon will likely never be sequestered. Carbon taxes are smarter and cheaper than carbon markets. We will increasingly decarbonize, but even more we will dematerialize.

Transportation and Logistics. Robocars will save 1.2M deaths/year, $230B in lost productivity. 2% of GDP. Expect collision avoidance, autovalet, commercial first (2015?) then public robocars, giving us back 5% of work time now lost to commuting (100 of 2100 hrs/yr), HOV lanes for robocars. Internet of things will allow even smarter, just-in-time logistics. 9B people, each with ~1-5K sensors and other connected objects per person will create “smart environments” after 2020.

Manufacturing & Farm Automation and Robotics. Specialization, Trade and Automation are the top drivers of economic  growth. GWP has grown 15X from 1950-2010, $4T to $60T. Trade growth drove our 2002 switch to a steeper GWP growth rate. Hi-tech family farms are resurging. Local mfg will resurge as advanced robotics emerges, and China’s wages grow faster than US wages. Some (New Balance, etc.) are have already brought a few offshored factories onshore again. Local on-demand mfg and making are growing too, but “desktop mfg” and “3D printing” are much harder than boosters claim.

Books:  Triumph of the City, Glaeser, 2011; In Praise of Hard Industries, Fingleton, 1999; Reinventing Fire, Lovins, 2011

Leadership Questions:

  1. What are your equip. and engineering research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken with better engineering innovation capabilities?
  3. What key disruptions or threats must you anticipate in a world of increasing urbanization and maker abilities?


5. Health Technologies

Leader’s Challenge: Managing Costs, addressing Diseases of Affluence.

“Digital health is the health that’s accelerative. Public health is the health that matters. The rest is always oversold.”

Digital Health and Diseases of Affluence. IT is the big story of health care, the accelerative part. Watson for oncology, then “Google, Apple, Facebook, Amazon health.” Genomic data, microsensors, wireless monitoring. New global health options, such as medical tourism. The medical and insurance professions will slow industry change, but there’s great opportunity to use sensors, smart homes, smart toilets, smart environments, networks for preventive medicine (cancers, toxins) and diseases of affluence (obesity, diabetes, addictions). Lifestyle diseases, still rising today (just like urban crime 1960-1990) will saturate once Watson-level health advice, symbiont networks, and nanodiagnostic prevention arrives.

Public Health and Disease Control. Clean water and toilets have the greatest marginal impact on global infant mortality. Lab on a Chip (LoC) nanodiagnostics will bring increasingly effective preventative medicine. Most infectious diseases are solvable problems in diagnostics, cellular and nanomedicine. See Lincoln Lab’s DRACO for the future of pandemics.

Medical Biotech, Implants, HMIs. Nanomedicine and nanosurgery will give us new kinds of implants, sensors, interfaces. Drug and sensor implants will greatly improve health management and addiction medicine. 

Cellular and Regenerative Medicine and Longevity. Gene Regulatory Networks (GRNs) and epigenome science will  greatly improve tracking and management of disease. Stem cells and tissue engrg will advance transplants, but will have little effect on the brain. Expect only incremental advances in longevity. Squaring the curve. Superhard 120-yr limit.

Big Pharma and Enhancement. Drugs are huge business. Usu. marginal physiologic value, but great psychological value. We’ll pay for any easy fix promise, and biotech is an “industry driven by hope.” It’s never made a net profit as an industry, since 1960’s. We keep giving it billions, and there are big disease cures coming with GRN-based drugs, but don’t expect a profoundly better baseline memory, concentration, energy, longevity, or other such hype. The system is too complex, ethical barriers too high. Almost all human performance enhancement in next 20 years will be environmental and digital.

Books: Creative Destruction of Medicine, 2012; Truth About the Drug Companies, 2005; Innovators Prescription, 2008.

Leadership Questions:

  1. What are your health and wellness research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken if you had much better health care programs?
  3. What key disruptions or threats must you anticipate in a world of increasing heath care costs and complexity?


6. Social Technologies

Leader’s Challenge: Growing Individual Rights/Freedoms and Evidence-Based Behavior.

“Values maps, symbiont networks, and conversational web will drive learning, productivity, diversity, and activism .”

Social Freedom and Creativity. The primary wealth enabler. Why the West (US and Europe) will continue to drive global services and entertainment industries. Our laws and social norms are a “generation or more ahead” of the rest of the world. The great new social advances the West can gain right now are based on freedoms of connection, information creation, digital augmentation, just-in-time education, collaboration, commerce, and  specialization.

Mental Health and Corrections. Consider what a symbiont network (SN) can do for a parolee. Or a schizophrenic. Scary potentials for abuse, but powerful new therapies too. Countries with corrections focused on rehab (eg., Scandinavia) will use SN’s first.  Both SN’s and cybertwins will advise us on better ways of talking to others. Nonviolent communication.

Privacy. There are many types of legal privacy in society. They must be better protected, but anonymity will disappear.

Media, Entertainment, and Positive-Sum Games. Internet TV (millions of channels, user control of content and commercials) will be a major edutainment disruption. The telcos can delay 100Mbps, but can’t stop it. MS, Apple, Google, Amazon, Facebook TV. Then Open iTV, with its ability to remix, tag, and personalize content. Many say digital media in the 1980’s drove Eastern Bloc discontent with communism. Circa 2020, expect “serious games” for education and personality assessment. Bookstore and film, fiction vs nonfiction ratio analogy.
Values and Values-Mapped Web (Valuecosm). Increasingly, our contacts and values mediate consumption, entertainment, education, collaboration, political action, conflict. This “valuecosm” will greatly increase subculture diversity, connect the like-minded, and disrupt. Eg, Sweden’s Pirate Party, Anonymous, other activist groups.

Books: Privacy in Context, 2009; Nonzero, 2001; Master Switch, 2011; Better Angels of Our Nature, 2011

Leadership Questions:

  1. What are your social technologies research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken if you had much better social/networking tech?
  3. What key disruptions or threats must you anticipate in a world of greater freedoms, networks, and Big Data?


7. Cognitive Technologies

Leader’s Challenge: Aiding Personal and Group Differentiation and Development.

“Our symbiont networks (group “self”) and cybertwin (digital “self”) begin to reshape our conception of self.”

Education and Specialization. Again, specialization, free trade, automation create wealth (Adam Smith, Hayek). Digital “teacherless education” will allow vast new specialization and trade. Wearables, augmented reality. Google ed. Global English. Civics. Finland became #1 in OECD in STEM and Innovation, using a 50% state-directed, 50% student-freedom model.  Free Ed. & HR platforms of 2020’s, built by business, not govt, will drive, pay for these changes. Remember 1998-1999, when an MCSE was worth more than a BS degree? That will return. Expect LinkedIn, G+, Facebook as skill certifiers.

Personal and Group Differentiation. Freedom, creativity, risk-taking, education, specialization all play into personal differentiation/individuation. 2020’s Web helps us find our useful uniqueness, our “difference that makes a difference.”

Personal Development, Ethics, Higher Purpose. Metrics of individual and social progress will become better quantified and visualized. Different groups, cultures, religions, have unique measures, yet they have many commonalities and convergences. Technology assessment and ethics, measuring whether tech ennobles us or debases us, become key. Consider European vs. US values toward sustainability and privacy, there is more of each in Europe, by political choice. Expect more awareness of others, planet. Sustainability, religious ecumenicalism, political moderation continue to grow.

Social and Symbiont Networks. Symbiont Network (SN): 5-150 cognitively diverse people, intimately teleconnected 24/7, outperforming nonsymbionts. Vast new productivity, activism. FB, Twitter, G+, Arab spring are just a warmup to SN. Folks will use SN’s for entertainment, education, productivity, and activism/lobbying, regulated by both corps and government.

Human Performance and Extended Cognition. Cybertwins, circa 2020, are our digital agents and servants. Eventually our “digital self.” Conversational web, wearables, lifelogs, quantified self will allow new levels of evidence-based, networked, and gamified/incentivized behavior. Our biology isn’t accelerative, but our cybertwin is. Productivity of our biology and our agents together keeps us competitive, in an accelerating world. Will you run a lifelog? Will you let your cybertwin augment your conversations w/ memeshows? To suggest words during a “senior moment”? To keep learning and interacting with loved ones after your death? These will be important social choices for us, much sooner than we think.

Video: Finland Phenomenon, 2011. Books: Free Culture, 2005; Cognitive Surplus, 2011; Supersizing the Mind, Clark, 2010.

Leadership Questions:

  1. What are your cognitive technologies research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken if you had much better cognitive technologies?
  3. What key disruptions or threats must you anticipate from accelerating web education and tech augmentation?

8. Economic Technologies

Leader’s Challenge: Incentivizing Innovation and maintaining Moderate (not Extreme) Economic Inequality.

“1995-2002, US lost 2M mfg jobs. China lost 15M jobs, to machines. Disruptive TP, not GDP, drives global economy.”

West vs. the Rest. For 40 years, the US has produced ~25% of gross world product. This will continue for the forseeable future. The US has serious problems (governance, finances, education, workforce), but they are problems of stagnation (stitching sideways, relative to past growth and rise of the Rest), not of capacity decline. A critical difference. Our relative share of capital markets will decline, but the absolute wealth, culture, and innovation of the West (US 1st, Europe 2nd) remains the aspiration of the world, and global tech productivity will hit astounding new levels in coming decades.

Moderate Economic Inequality/Incentives. When there’s too little income and asset inquality, there is no innovation incentive (Socialism, Communism). When there’s too much, top players capture markets and governments, rewrite the rules ("Crony Capitalism"), middle class electorate becomes undereducated and unproductive, votes its government into insolvency ("Idiocracy"). We need fair tax law, biz law, antitrust, policy, institutional pluralism to avoid this (Acemoglu).

Productivity, Collaboration and Employment. Technical productivity (TP) underlies all GDP. In turn, our STEM/technical abilities and infrastructure underlie all TP. Online education, physical and virtual immigration will keep STEM and TP strong. Github. oDesk. Wikinomics. DIY and open source culture. Tech-caused unemployment will continue to disrupt. Education must adjust to this, support a perennial startup culture. Expect smart global HR platforms, 2020 and beyond.

Finance, Entrepreneurship and Innovation. Financial innovation always leads TP, AI and value creation. Trillions of dollars daily in in foreign exchange, but regulation remains lax, as we saw in the Global Financial Crisis. Small business support also lags, and is critical to technical productivity. Accelerators, Seed Funders, Crowdfunding (Kickstarter, J.O.B.S. bill) are among the best new financial innovations. These are analogous to Credit and Mortgages of 1940’s-60’s, VC’s of 1980’s-90’s. Entre- and intrapreneurship need not just funding but freedom, problem awareness, incentives, passion, purpose.

Development, Economic Freedom, Tech Disruption. Development brings both freedom and security, after a predictable period of initial new instability (see J-Curve, Bremmer). Core vs. Gap development choice. 18% of world lives in extreme poverty ($1.25/day) today. At current development rates this will be <5% by 2035. TP is job disruptor and wealth creator.

Books: Revolutionary Wealth, Toffler, 2007, Immigrant, Inc., Herman, 2009; The Great Divergence, Noah, 2012.

Leadership Questions:

  1. What are your economic technologies research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken if you had a better financed department, and better financial planning, budgeting, and cost accounting systems?
  3. What key disruptions or threats must you anticipate from accelerating wealth, deregulation, and globalization?



9. Political Technologies

Leader’s Challenge: Balancing Plutocratic and Democratic Control, growing Pluralism and Globalism.

“Plutocracy and democracy are on a pendulum. We need both. Network tech will swing us back toward democracy.”

Military Power. Classic issues of force development, management, deployment. New Scenarios: Peer China, Resurgent Russia, Failing States, Recurrent Nationalism/Fundamentalism, Counterinsurgency, Terrorism, Transnational Crime.

Political Freedom and Representation. Levels of institutional and political pluralism (competitiveness) must be kept high (Acemoglu). Post 2020, social networks and lobbytwins will likely bring much greater participatory/inititive politics, mass actions, reform. Developing nations will push through J-curve of initial instability to security via reciprocal transparency.

Globalism, Openness, and Power Politics. Vision, comparative political science, competitive intelligence, rulesets, policy flexibility are leadership assets. US must maintain strength on multilateral issues (nonproliferation, state aggression, terrorism, civilian rights)  and perception of fairness (e.g., agreed criteria for drones and transnational security ops). Democracy must be championed to limit opportunistic autocratic actors (Russia, China, Saudi Arabia, Small States).

Laws, Justice, Corruption. The better the web can visualize and benchmark performance of key actors, the more overlap of services, and the more the client public can give feedback and steer resources to  favored actors, the easier it is to control corruption (Klitgaard). Empowered prosecutors can eliminate mid-level corruption (The Singapore Story)

Social Services, Fiscal Policy, and Debt.  US has a large (bloated) social safety net, with low personal responsibility. We’ve had poor fiscal policy (no countercyclical saving). Federal debt is nearly in runaway. We’ll have to keep devaluing to avoid default.  Strengthening our alliances and agreements will be key, as this problem is faced by most of the developed world.

Books:  Pentagon’s New Map, 2004; The J-Curve, 2007; Future of Power, Nye, 2011; Why Nations Fail, Acemoglu, 2012

Leadership Questions:

  1. What are your political technologies research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken if you had better political relationships with key partners in other departments, government, media, and the public? How can you build those relationships?
  3. What key disruptions or threats must you anticipate from increasing pluralism, competitiveness and globalism?


10. Security Technologies

Leader’s Challenge: Growing Local, Nat’l, Global Transparency and Resiliency, Bottom-Up far over Top-Down.

“Good security is like an immune system. Redundancy, transparency, memory, fast learning, proportionate response.”

Reciprocal Transparency and Intelligence. Reciprocal transparency and intel involve a mix of top-down, centralized intel, sensors, drones (“surveillance”), and  bottom-up, decentralized intel (“sousveillance”). As we move to internet of things, souveillance grows fastest.  Improving both creates the best foresight, predictive analytics, scenarios, and simulations.

Immunity, Decentralization,  and Resilience. Security can be done in a top-down, centralized way (think DHS) or a bottom-up, decentralized way, empowering each state, county, city, and public (cultivation of confidential informants) to fish for their own terrorists, build their own immune systems, learn from each other. We need both, but empowering the bottom-up approach delivers a far more proportional, swarm-like response, creates more useful variety, and is more resilient. This is true for the tech too. Think of the ‘spiderbots’ in Minority Report. Sensors, DRACO, quarantines, vaccines for bioterrorism. Create speedbumps for AVLIS, bioweapons, IEDs. Artificial immune systems, network transparency, “fireman’s keys” for autonomous systems. Reciprocal transparency and symbiont networks are both critical to managing coming superempowered individuals.

Physical Security, Networks, and Openness. Physical security, dashboards, scopes, sensors, maps, biometrics, networked SALWs, networked LWs and Less-Lethal W’s, arms control, nuclear nonprolif. Riding the J-Curve of openness.

Cybersecurity and Simulations. Digital transparency, big data, next gen internet, local guarding, secure digital ID, end of anonymity and darknets, telepresence. Internat’l consortia of blue and red teams in classified world simulations, trying to break and protect security. These will be major activities of the soldiers and DoD of 2020: “Global Security Games”.

Machine Ethics and Autonomy. Drones and robots need world models, ethical architecture (Ron Arkin). We’ll use artificial selection on evolutionary robots, just like domestic animals. Teleop hub and spoke will give way to autonomous swarm.

Books: The Transparent Society, Brin, 1998; Wired for War, Singer, 2009; Moral Machines, Allen & Wallach, 2010

Leadership Questions:

  1. What are your security technologies research, acquisition, R&D, hiring, training, measuring, & mgmt strategies?
  2. What problems could be addressed and opportunities taken if you had much better and more resilient departmental and public security technologies? How can you grow organizational and public transparency?
  3. What key disruptions or threats must you anticipate from greater local, regional, national and global transparency, and efforts to avoid transparency?

Printer Friendly Schedule

Tuesday, January 29, 2013
8:00AM - 9:00AMCoffee Break/Exhibits Open
8:30AM - 9:30AMMorning Keynote
9:30AM - 10:00AMBreak
10:00AM - 11:15AMPanel: The Budget Clock is Ticking: What Does It Mean?
  • Moderator: Professor Robert C. (Barney) Rubel, Dean, Center for Naval Warfare Studies, U.S. Naval War College (Confirmed)
  • Panelist: VADM John T. Blake, USN, former Deputy Chief of Naval Operations, Integration of Capabilities and Resources (Confirmed)
  • Panelist: RADM Tony Lengerich, USN (Ret.), Vice President, Business Development Executive Director, Federal Strategic Programs, Oracle America, Inc. and Member, American Society of Naval Engineers National Council (Confirmed)
  • Panelist: Mr. Ronald O'Rourke, Specialist in Naval Affairs, Congressional Research Service (Confirmed)
  • Panelist: Ms. Kori Schake, Research Fellow, Hoover Institution (Confirmed)
11:15AM - 12:00PMBreak
12:00PM - 1:30PMLuncheon Keynote
1:30PM - 2:00PMDessert
2:00PM - 3:15PMPanel: The Fiscal Cliff: How Do You Make It Add Up?
3:15PM - 5:30PMReception on Exhbit Hall Floor/Exhibits Close
4:00PM - 6:00PMAwards Presentations
Wednesday, January 30, 2013
8:00AM - 9:00AMCoffee Break/Exhibits Open
8:30AM - 9:30AMMorning Keynote
9:30AM - 10:00AMBreak
10:00AM - 11:15AMPanel: Innovation: How Do We Get It In a Military Bureaucracy? 
    • Moderator: The Honorable Jay M. Cohen, Principal, The Chertoff Group, former Under Secretary for Science and Technology, U.S. Deparment of Homeland Security, and former Chief of Naval Research, Department of the Navy (Confirmed)
11:15AM - 11:30AMBreak
11:30AM - 1:00PMLuncheon Keynote
  • Keynote: Mr. John Smart, President, Acceleration Studies Foundation (Confirmed)
1:00PM - 1:30PMDessert
1:30PM - 2:30PMPanel: Best of the Best: What Will It Take To Keep Them?
2:30PM - 4:30PMNetworking/Exhibits Close
3:15PM - 4:30PMPanel: Cyber Security: How Do We Balance the Cost With the Risk?
  • Moderator: VADM Herbert A. Browne, USN (Ret.), former Deputy Commander, U.S. Space Command (Confirmed)
  • Panelist: RADM Robert E. Day Jr., USCG, Assistant Commandant, Command, Control, Communications, Computers and Chief Information Officer and Director, Coast Guard Cyber Command, Pre-Commissioning Detachment (Confirmed)
  • Panelist: Mr. Terry Halvorsen, Chief Information Officer, Department of the Navy (Confirmed)
  • Panelist: BGen Kevin J. Nally, USMC, Deputy Chief Information Officer, Department of the Navy and Director, Command, Control, Communications and Computers, U.S. Marine Corps (Confirmed)
Thursday, January 31, 2013
8:00AM - 9:00AMCoffee Break/Exhibits Open
8:30AM - 9:30AMMorning Keynote: Team Cyber Fireside Chat
9:30AM - 10:00AMBreak
10:00AM - 11:15AMPanel: Chinese Navy: Operational Challenge or Potential Partner?
  • Moderator: Dr. David M. Finkelstien, Vice President and Director, China Studies, Center for Naval Analyses (Confirmed)
  • Panelist: Dr. Jacqueline Deal, President and CEO, Long-Term Strategy Group (Confirmed)
  • Panelist: CAPT James Fanell, USN, Deputy Chief of Staff for Intelligence and Information Operations, U.S. Pacific Fleet (Confirmed)
  • Panelist: Maj Christopher I. Johnson, USMC, Logistics Officer, Marine Barracks Washington, DC; and Foreign Area Officer, People’s Republic of China (Confirmed)
  • Panelist: Dr. Toshi Yoshihara, Professor and John A. van Beuren Chair of Asia-Pacific Studies Strategy and Policy, Naval War College; Author of Red Star over the Pacific (Confirmed)
11:15AM - 12:00PMBreak
12:00PM - 1:30PMLuncheon Town Hall
2:00PM - 2:30PMDessert/Exhibits Close

Gen James F. Amos, USMC


Commandant of the Marine Corps


ADM Jonathan W. Greenert, USN
ADM Jonathan W. Greenert, USN


Chief of Naval Operations


Admiral Jonathan W. Greenert is a native of Butler, PA. He graduated from the U.S. Naval Academy in 1975 and completed studies in nuclear power for service as a submarine officer.

His career as a submariner includes assignments aboard USS Flying Fish (SSN 673), USS Tautog (SSN 639), Submarine NR-1 and USS Michigan (SSBN 727 - Gold Crew), culminating in command of USS Honolulu (SSN 718) from March 1991 to July 1993.

Subsequent fleet command assignments include Commander, Submarine Squadron 11; Commander, U.S. Naval Forces Marianas; Commander, U.S. 7th Fleet (August 2004 to September 2006); and, Commander, U.S. Fleet Forces Command (September 2007 to July 2009).

Greenert has served in various fleet support and financial management positions, including deputy chief of Naval Operations for Integration of Capabilities and Resources (N8); deputy commander, U.S. Pacific Fleet; chief of staff, U.S. 7th Fleet; head, Navy Programming Branch and director, Operations Division Navy Comptroller. Most recently he served as 36th vice chief of naval operations (August 2009 to August 2011).

He is a recipient of various personal and campaign awards including the Distinguished Service Medal (6 awards), Defense Superior Service Medal and Legion of Merit (4 awards). In 1992 he was awarded the Vice Admiral Stockdale Award for inspirational leadership. He considers those awards earned throughout his career associated with unit performance to be most satisfying and representative of naval service.

Greenert became the 30th Chief of Naval Operations Sep. 23, 2011.

ADM Cecil D. Haney, USN
ADM Cecil D. Haney, USN


Commander, U.S. Pacific Fleet


Admiral Haney, a native of Washington, D.C., is a 1978 graduate of the United States Naval Academy where he received a Bachelor of Science degree in Ocean Engineering.

Haney completed operational assignments in USS John C. Calhoun (SSBN 630) in various division officer assignments and in USS Frank Cable (AS 40), where he completed surface warfare qualifications while serving as radiological controls officer. He served as engineer in USS Hyman G. Rickover (SSN 709), executive officer in USS Asheville (SSN 758), and assistant squadron deputy at Submarine Squadron Eight before taking command of USS Honolulu (SSN 718) in June 1996. Haney commanded Submarine Squadron One from June 2002 to July 2004, and Submarine Group Two from October 2006 to March 2008.

Haney’s shore duty tours include administrative assistant for enlisted affairs at Naval Reactors, and congressional appropriations liaison officer for the Office of the Secretary of Defense (Comptroller); Deputy Chief of Staff of Plans, Policies and Requirements, U.S. Pacific Fleet (N5N8); and director, Submarine Warfare Division (N87); director, Naval Warfare Integration Group (N00X) and deputy commander, U.S. Strategic Command, Offutt Air Force Base, Neb.

Haney holds master’s degrees in Engineering Acoustics and System Technology from the Naval Post Graduate School, and a master’s degree in National Security Strategy from the National Defense University.

Haney’s decorations include the Navy Distinguished Service Medal, Defense Superior Service Medal (two awards), Legion of Merit (four awards), Navy and Marine Corps Commendation Medal (three awards), Navy and Marine Corps Achievement Medal (two awards), and various campaign and unit awards. In addition, he was the 1998 Vice Admiral James Bond Stockdale Leadership Award recipient.

ADM Robert J. Papp Jr., USCG
ADM Robert J. Papp Jr., USCG


Commandant, U.S. Coast Guard


Admiral Robert J. Papp, Jr. assumed the duties of the 24th Commandant of the U.S. Coast Guard on May 25, 2010. He leads the largest component of the Department of Homeland Security (DHS), comprised of 42,000 active duty, 8,200 Reserve, 8,000 civilian and 31,000 volunteer Auxiliarists.

The Coast Guard is “Semper Paratus” – Always Ready – to use its distinctive blend of military, humanitarian and law enforcement capabilities to save lives and property at sea, protect and maintain our ports and maritime transportation system, secure our borders, respond to natural disasters, protect our marine environment and defend our Nation. The Coast Guard is also America’s oldest continuous seagoing service and one of the Nation’s five armed services. We trace our history back to August 4th, 1790, when the first Congress authorized the construction of ten vessels to enforce tariff and trade laws and to prevent smuggling. Our people are committed to the Coast Guard’s core values of Honor, Respect and Devotion to Duty.

As a flag officer, Admiral Papp served as Commander, Coast Guard Atlantic Area, where he was operational commander for all U.S. Coast Guard missions within the eastern half of the world and provided support to the Department of Defense; as the Chief of Staff of the Coast Guard and Commanding Officer of Coast Guard Headquarters; as Commander, Ninth Coast Guard District, with responsibilities for Coast Guard missions on the Great Lakes and Northern Border; and as Director of Reserve and Training where he was responsible for managing and supporting 13,000 Coast Guard Ready Reservists and all Coast Guard Training Centers.

Admiral Papp has served in six Coast Guard Cutters, commanding four of them: RED BEECH, PAPAW, FORWARD, and the training barque EAGLE. He also served as commander of a task unit during Operation ABLE MANNER off the coast of Haiti in 1994, enforcing United Nations Sanctions. Additionally, his task unit augmented U.S. Naval Forces during Operation UPHOLD DEMOCRACY.

He is a 1975 graduate of the United States Coast Guard Academy. Additionally, he holds a Master of Arts in National Security and Strategic Studies from the United States Naval War College and a Master of Science in Management from Salve Regina College.

Admiral Papp is the 13th Gold Ancient Mariner of the Coast Guard. The Gold Ancient Mariner is an honorary position held by an officer with over ten years of cumulative sea duty who has held the qualification as a Cutterman longer than any other officer.

Mr. John Smart
Mr. John Smart


President, Acceleration Studies Foundation


John Smart is a technology foresight educator and a scholar in global processes of evolution, development, and accelerating change. He directs the Acceleration Studies Foundation (Mountain View, CA) a nonprofit research organization that seeks to help individuals better understand and manage accelerating technological change, and is faculty and program champion for the M.S. program in Emerging Technologies at the University of Advancing Technology (Tempe-Phoenix, AZ), which teaches foresight in exponentially advancing technologies, and seeks innovative technology solutions to humanity’s grand challenges. He is also an advisor in futures studies and forecasting at Singularity University (Mountain View, CA).

John is co-founder of the Evo Devo Universe research community, an international interdisciplinary community of scholars exploring evolutionary and developmental processes of change at the universal and subsystem scales, and a member of the ECCO research group at VUB (Brussels, Belgium). His personal website is AccelerationWatch.com and his blog is EverSmarterWorld.com.

John has a B.S. in business administration from U,C, Berkeley, an M.S.-equivalency in physiology and medicine (two years of medical school and the USMLE-I) from U.C. San Diego School of Medicine, and an M.S. in futures studies from the University of Houston, and has done additional nondegree studies in biological, cognitive, computer, and physical sciences at U.C. San Diego, U.C.L.A., and U.C. Berkeley. He studied systems theory at UCSD under the mentorship of James Grier Miller (Living Systems, 1978), who mentored under process philosopher Alfred North Whitehead. Dr. Miller encouraged John to pursue multi-scale studies in evolution, development, and accelerating change starting from a systems perspective.

ADM James A. Winnefeld, Jr., USN
ADM James A. Winnefeld, Jr., USN


Vice Chairman of the Joint Chiefs of Staff


Admiral Winnefeld serves as the ninth Vice Chairman of the Joint Chiefs of Staff.  In this capacity, he is a member of the Joint Chiefs of Staff and the nation’s second highest-ranking military officer.

Winnefeld graduated from the Georgia Institute of Technology and received his commission through the Naval Reserve Officers Training Corps program. He subsequently served with three fighter squadrons flying the F-14 Tomcat, and as an instructor at the Navy Fighter Weapons School.

Winnefeld’s unit commands at sea include Fighter Squadron 211, USS Cleveland (LPD 7), and USS Enterprise (CVN 65). He led “Big E” through her 18th deployment, which included combat operations in Afghanistan in support of Operation Enduring Freedom immediately after the terrorist acts of Sept. 11, 2001. As Commander, Carrier Strike Group Two/Theodore Roosevelt Carrier Strike Group, he led Task Forces 50, 152, and 58 in support of Operation Iraqi Freedom and maritime interception operations in the Arabian Gulf. He also served as commander, United States 6th Fleet; commander NATO Allied Joint Command, Lisbon; and, commander, Striking and Support Forces NATO.

His shore tours include service in the Joint Staff Operations Directorate (J-3), as senior aide to the Chairman of the Joint Chiefs of Staff, and as executive assistant to the Vice Chief of Naval Operations. As a flag officer, he served ashore as director, Warfare Programs and Transformational Concepts, United States Fleet Forces Command; as director of Joint Innovation and Experimentation at United States Joint Forces Command; and, as the director for Strategic Plans and Policy (J-5) on the Joint Staff.  He most recently served as the commander of North American Aerospace Defense Command (NORAD) and U.S. Northern Command (USNORTHCOM).

Winnefeld’s awards include the Defense Distinguished Service Medal, Distinguished Service Medal, Defense Superior Service Medal, the Legion of Merit, the Bronze Star, the Defense Meritorious Service Medal, the Meritorious Service Medal, the Air Medal, and five Battle Efficiency awards.

Secretary Robert O. Work
Secretary Robert O. Work


Under Secretary of the Navy


Robert O. Work was confirmed as the Under Secretary of the Navy on May 19, 2009. In this capacity, Work serves as the deputy and principal assistant to the secretary of the Navy and acts with full authority of the secretary in the day-to-day management of the Department of the Navy. Work was a distinguished graduate of the Naval Reserve Officers Training Course at the University of Illinois, and was commissioned a second lieutenant in the U.S. Marine Corps in August 1974. During his 27-year career, Work held a wide range of command, leadership, and management positions. He commanded an artillery battery and artillery battalion, and was the base commander at Camp Fuji, Japan. His last assignment was as Military Assistant and Senior Aide to the Honorable Richard J. Danzig, 71st secretary of the Navy.

After retiring from the Marine Corps, Work joined the Center for Strategic and Budgetary Assessments (CSBA), first as the senior fellow for maritime affairs, and later as the vice president for strategic studies. In these positions, he focused on defense strategy and programs, revolutions in war, Department of Defense transformation, and maritime affairs. He wrote and spoke extensively on U.S. Navy and Marine Corps strategies and programs; directed and analyzed war games for the Office of Net Assessment and Office of the Secretary of Defense; contributed to Department of Defense studies on global basing and emerging military missions; and provided support for the 2006 Quadrennial Defense Review.

In addition, he studied and prepared several reports on future defense challenges, including the changing nature of undersea warfare, power projection against regional nuclear powers, and power projection against future anti-access/area denial networks. During this time, Work was also an adjunct professor at George Washington University, where he taught defense analysis and roles and missions of the armed forces.

In late 2008, Work served on President Barack Obama’s Department of Defense Transition Team. In this role, he was the leader of the Department of the Navy issue team, and served on the defense policy, acquisition, and budget teams.

Work earned a Bachelor of Science degree in Biology from the University of Illinois; a Master of Science in Systems Management from the University of Southern California; a Master of Science in Space System Operations from the Naval Postgraduate School; and a Master in International Public Policy from the Johns Hopkins School of Advanced International Studies. He is a member of the International Institute for Strategic Studies (IISS).

VADM John T. Blake, USN
VADM John T. Blake, USN


former Deputy Chief of Naval Operations, Integration of Capabilities and Resources


Vice Admiral John Terence Blake was appointed to the United States Naval Academy from the state of New York, he graduated in 1975. His sea duty assignments include: USS New (DD 818), USS Sarfield (DD 837), USS Joseph Strauss (DDG 16), USS John Young (DD 973), USS Chandler (DDG 996), USS Leahy (CG 16), and USS Blue Ridge (LCC 19).

Blake commanded the destroyer USS O’Brien (DD 975), served on the 7th Fleet Staff as current operations and assistant chief of staff for Operations, commanded the guided-missile cruiser USS Normandy (CG 60) and served as commander, Carrier Strike Group 11.

His shore duty assignments include: flag lieutenant to commander, Navy Recruiting Command; Naval Post Graduate School where he earned a masters degree in Finance; Navy Staff (N80) head, Sea Control Section and program manager for the Navy Shipbuilding account; National War College where he earned a masters degree in National Security; Joint Staff (J8) division chief and head of the Combat Identification Joint Warfare Capability Assessment Team; director, Programming Division (N80); director, Operations Division, Office of Budget in the Office of the Assistant Secretary of the Navy (Financial Management/Comptroller); director, Operations Division, Fiscal Management Division in the Office of the Chief of Naval Operations; deputy director for Resources and Acquisition on the Joint Chiefs of Staff (J8) and deputy assistant secretary of the Navy for Budget.

Blake is currently assigned as deputy chief of Naval Operations, Integration of Capabilities and Resources in Washington.

He is authorized to wear the Navy Distinguished Service Medal, Defense Superior Service Medal with oak leaf cluster, the Legion of Merit with four gold stars, the Meritorious Service Medal with two gold stars, the Navy and Marine Corps Commendation Medal with two gold stars and various service and campaign medals.

VADM Herbert A. Browne, USN (Ret.)
VADM Herbert A. Browne, USN (Ret.)


former Deputy Commander, U.S. Space Command


Proud of his Texas heritage, but wanting to see the world, VADM Browne enlisted in the Navy in 1964; and see the world he did.  Trained as a Naval Flight Officer, he commanded two attack aircraft squadrons; two ships, including the aircraft carrier, USS John F Kennedy; a Carrier Battle Group; and the U.S. Third Fleet. He deployed to Viet Nam in the 60s; the Mediterranean and the Caribbean in the 70s; the Atlantic and Indian Oceans in the 80s; the Red Sea and Pacific Ocean in the 90s.

Ashore, he commanded Naval Space Command. When he retired in October 2000, he was Deputy US Space Command. His assignments in space were key to his choice of C4I (command and control, communication computers and intelligence) as his profession in the private sector.

After his retirement from the Navy, VADM Browne spent one year at GRCI, an AT&T company.

In October 2001, he was asked to join AFCEA International as President and CEO. During his five and one-half years at the helm of AFCEA, VADM Browne charged the association to provide great service to both government and the information technology (IT) community. The association remains the IT professional’s association of choice. During his tenure, the association membership grew, annual revenue increased 80% and over $6,000,000.00 in scholarships was awarded to students enrolled in technology curricula.

Since retiring from AFCEA in March 2007, VADM Browne has remained active on C4I advisory boards and panels for the Navy (N-6), Air Force Research Lab (VS), MITRE Corporation, Georgia Tech Research Institute, the National Reconnaissance Office, and the American Small Business Coalition.

He and his wife, Jill, are active horsemen and are members of several horse related associations. They support AFCEA International, the US Navy League, and the Association of Naval Aviation.

While serving in the Navy, Vice Admiral Browne was awarded the American Spirit Honor Medal, The Defense Distinguished Service Medal, the Distinguished Service Medal, the Legion of Merit, the Meritorious Service Medal, the Air Medal, the Navy Commendation Medal, and the Navy Achievement Medal. For his work with the Intelligence Community, he received the National Reconnaissance Office (NRO) Medal of Distinguished Service and the National Imagery and Mapping Agency (NIMA) Medallion for Excellence. In 2004, he was selected to the “The Federal 100” for his support of government/industry partnerships.

VADM David H. Buss, USN
VADM David H. Buss, USN


Commander, Naval Air Forces/Commander, Naval Air Force, U.S. Pacific Fleet


Vice Admiral David Buss is a native of Lancaster, PA and graduated with distinction from the United States Naval Academy in 1978. He was designated a naval flight officer and completed initial training in the venerable A-6 Intruder in 1979.

Buss’ early flying assignments include aircraft carrier-based squadron tours aboard USS Dwight D. Eisenhower (CVN 69), USS Nimitz (CVN 68) and USS Theodore Roosevelt (CVN 71) leading to command of Attack Squadron 34, the "Blue Blasters," embarked in USS George Washington (CVN 73) in 1995-96. The "Blasters" were one of the Navy’s last A-6 squadrons. Following squadron command, Buss completed Naval Nuclear Propulsion training and served as executive officer in Nimitz.

He commanded USS Sacramento (AOE 1) during the opening stages of Operation Enduring Freedom following the terrorist attacks on 9/11. Buss then commanded USS John C. Stennis (CVN 74), our nation’s 7th Nimitz-class carrier, from 2003 through 2006.

As a flag officer, Buss has served twice on the Chief of Naval Operations’ (CNO’s) staff as well as serving 14 months in Baghdad as director, Strategy/Plans/Assessments (J-5) for Gen. David Petraeus and Gen. Ray Odierno. He commanded Carrier Strike Group 12, USS Enterprise Carrier Strike Group, and recently commanded Task Force 20 while also serving as deputy commander, U.S. Fleet Forces Command in Norfolk,VA.

Buss has been privileged to serve with teams that excelled in combat operations and he wears the Distinguished Service Medal, Legion of Merit (5 awards), Distinguished Flying Cross (with Combat V), Bronze Star Medal, and Air Medal (5 individual, 4 strike/flight awards) as representative of those teams.

Vice Admiral Buss became Naval Aviation’s 6th "Air Boss" in October 2012.

Mr. Robert J. Carey


Deputy Chief Information Officer, Department of Defense


The Honorable Jay M. Cohen
The Honorable Jay M. Cohen


Principal, The Chertoff Group, former Under Secretary for Science and Technology, U.S. Deparment of Homeland Security, and former Chief of Naval Research, Department of the Navy


Area of Focus:
Science and technology research, development, testing and evaluation
Mission/customer focused commercial, academic, laboratory, government and international defense and homeland technology transfer, application and government/private procurement including Safety Act Protection
Explosives, Chem/Bio, Interoperability/Cyber security, Border/Maritime Security, Human factors/Psychology of terrorism, Infrastructure Protection/Geophysical Effects mission needs and solutions
Risk informed decision making and interagency technology coordination

Previous Government Service:
Under Secretary for Science and Technology, U.S. Department of Homeland Security (2006 – 2009)
Chief of Naval Research, Department of the Navy (2000 – 2006)
Director, Navy Y2K Office (1999-2000)
Deputy Chief of Navy Legislative Affairs (1993-1997)

Innovative problem solving and science and technology have always been among Jay M. Cohen’s strong points: Early in his naval career he mastered Nuclear Power Training and later commanded a nuclear submarine. He followed that with stints as a senior member of the Nuclear Propulsion Examining Board for the U.S. Atlantic Fleet; command of a major surface ship, Director of the Navy Y2K Project Office; and Chief of Naval Research. At DHS, Rear Admiral Cohen assumed responsibility for evaluating, procuring and coordinating the department’s science and technology assets as well as responsibility across the 22 components of DHS for test and evaluation.
He will provide the same kind of insightful scientific and technological expertise to clients of Chertoff Group – expertise that goes far beyond typical recommendations for application of both proven technology and cutting edge solutions.
Starting in 2000, as Chief of Naval Research, Rear Admiral Cohen was the Department of the Navy’s Chief Technology Officer in wartime, responsible for the Navy and Marine Corps Science and Technology Program to rapidly meet combat technology needs.
Rear Admiral Cohen received his commission as an ensign in 1968 after graduating from the United States Naval Academy. He holds a degree in Ocean Engineering from the Massachusetts Institute of Technology and the Woods Hole Oceanographic Institution and a Master of Science in Marine Engineering and Naval Architecture from MIT.

VADM Thomas H. Copeman III, USN
VADM Thomas H. Copeman III, USN


Commander, Naval Surface Forces/Commander, Naval Surface Force, U.S. Pacific Fleet


Vice Admiral Tom Copeman graduated from high school in Honolulu after which he attended Creighton University in Omaha, Neb., where he received a bachelor’s in Biology in 1981. He was commissioned April 2, 1982, at Officer Candidate School in Newport, R.I.

VADM Copeman has served aboard cruisers and destroyers in both the Atlantic and Pacific Fleets. His first assignment was as electrical officer and main propulsion assistant aboard USS Leftwich (DD 984). His second division officer tour was as a gas turbine inspector for Pacific Fleet Propulsion Examining Board. Following his graduation from Surface Warfare Officer School Department Head Course in 1987, he reported aboard USS Philippine Sea (CG 58) as the commissioning engineer officer in participation of combat operations in the Persian Gulf War. Subsequent sea tours include executive officer aboard USS Lake Champlain (CG 57) and commanding officer aboard USS Benfold (DDG 65). Following a tour as fleet operations officer in U.S. 2nd Fleet, Copeman commanded Destroyer Squadron 28 where he deployed as the sea combat commander, in the George Washington Carrier Strike Group to the Arabian Gulf in support of Operations Iraqi Freedom and Enduring Freedom.

While ashore, Copeman served in the U.S. Strategic Command, Omaha, Neb., as an action officer in the Current Operations Directorate (J31). His next shore tour was as a requirements officer in the Theater Air Warfare Branch in the Surface Warfare Directorate (N76), Office of the Chief of Naval Operations. He served as executive assistant to the Deputy Commander and Chief of Staff, U.S. Atlantic Fleet; the director of Navy Senate Liaison in the Office of Legislative Affairs; and the chief of staff for Naval Surface Forces, San Diego. He served as deputy chief of staff for Operations and Training for U.S. Pacific Fleet. His next assignment was commander, Joint Task Force, Guantanamo Bay, Cuba, and his most recent assignment was chief of legislative affairs.

Copeman is a graduate of the U.S. Army Command and General Staff Course, Fort Leavenworth, Kansas. He has a Master of Science in Administration from Central Michigan University. He also completed the Massachusetts Institute of Technology Seminar XXI program on National Security Affairs.

Copeman has been awarded the Defense Superior Service Medal, Legion of Merit, Defense Meritorious Service Medal, Meritorious Service Medal, Navy and Marine Corps Commendation Medal, Navy and Marine Corps Achievement Medal, as well as various unit and campaign awards.

VADM Pete Daly, USN (Ret.)
VADM Pete Daly, USN (Ret.)


CEO, U.S. Naval Institute


Peter Daly is the Chief Executive Officer of the United States Naval Institute (USNI – www.usni.org), one of the most respected professional associations in the United States. Comprising almost 50,000 members, the Institute has served for 138 years as independent forum that fosters an increased understanding of the sea services and their enduring contributions the to the Nation.

Prior to accepting the CEO post in 2011, Vice Admiral Daly served as Deputy Commander and Chief of Staff, U.S. Fleet Forces Command. His Navy career, spanning more than 30 years, includes command of the destroyer USS Russell (DDG 59); Commander, Destroyer Squadron 31; and Commander, Carrier Strike Group 11 – Nimitz Strike Group.  During each of these commands, he deployed to the 5th and 7th Fleet Areas of Responsibility – participating in Operation Desert Strike in 1996 in Russell and as Sea Combat Commander for the Lincoln Battle Group in the Gulf immediately after the attack on USS Cole in 2000.  As Nimitz Strike Group Commander in 2005, he led Task Forces 50, 152 and 58 in support of Operations Enduring Freedom and Iraqi Freedom and maritime intercept operations in the Arabian Gulf.

Shore assignments include executive assistant and program analyst, J-8, Joint Staff; executive assistant to the Commander, Pacific Fleet; and executive assistant to the Commander, U.S. Pacific Command. As a flag officer, he served as Deputy for Resources and Acquisition (J-8) Joint Staff; Senior Military Assistant to the Secretary of the Navy; and as Deputy N3/N5 (Operations, Plans and Strategy) in the Navy Staff. 

Peter Daly is a Life Member of the Naval Institute, a former member of the Institute’s Board of Directors and Editorial Board, a participant in the Institute’s seminars, and a contributor to the Proceedings.

He is a native of Chicago, a graduate of the College of Holy Cross (A.B. Economics), receiving a regular commission through the Naval Reserve Officer Training Corps program. He holds a Master’s degree in Operations Analysis from the Naval Postgraduate School, Monterey, California.

LtGen Jon M. Davis, USMC


Deputy Commander, U.S. Cyber Command


RADM Robert E. Day Jr., USCG
RADM Robert E. Day Jr., USCG


Assistant Commandant, Command, Control, Communications, Computers and Chief Information Officer and Director, Coast Guard Cyber Command, Pre-Commissioning Detachment


Rear Admiral Robert E. Day Jr. assumed the duties as the Assistant Commandant for Command, Control, Communications, Computers & Information Technology and the Director, Coast Guard Cyber Command, Pre-Commissioning Detachment in July 2009. RADM Day graduated with a Bachelor of Science Degree in Electrical Engineering from the United States Coast Guard Academy in 1980. His first tour of duty was in Portland, Maine where he served aboard Coast Guard Cutter DUANE as the Damage Control Assistant until April 1982. RADM Day was then assigned to U. S. Coast Guard Headquarters, Washington D.C. as the Electronics Project Officer for the construction of the 270 foot Medium Endurance Cutters and 110 foot Island Class Patrol Boats.

In 1986, RADM Day attended the Naval Postgraduate School in Monterey, California where he obtained a Master of Science Degree in Telecommunications Systems Management and was awarded the Chief of Naval Operations Communications Award for graduating first in his class.

From June 1988 to May 1992, RADM Day was assigned as the Telecommunications Officer for the Thirteenth Coast Guard District in Seattle, Washington. During this tour, he performed extensive temporary duty including assignment as the Administrative Officer to the Federal On-Scene Coordinator for the Exxon Valdez disaster. In 1992, he was assigned as Commanding Officer, Communications Station Boston, where he prepared the facility for remote operations under the Communication System 2000 project. Again, he performed numerous temporary duty assignments including Communications Officer for the Harbor Defense Command assigned to Port Au Prince Haiti during Operation Uphold Democracy.

From June 1995 until May 1999, he was assigned as the Chief of Planning and Budget for the Electronics Systems Division at Maintenance and Logistics Command (MLC) Pacific.

From June 1999 until June 2002, RADM Day commanded the Coast Guard's largest Electronic Systems Support Unit, ESU Boston. During this tour he and his command provided electronics and communications support to the John F. Kennedy Jr. aircraft crash, the Egypt Air 900 air disaster, and the response to the September 11th World Trade Center terrorist attack.

From July 2002 until May 2007, RADM Day was assigned as the Chief of Pacific Area's Command, Control, and Communications Division in Alameda, California. Additionally, RADM Day traveled throughout the Pacific Rim as a key United States representative to the North Pacific Coast Guard Forum.

From June 2007 until June 2009, he served as the Deputy and eventually the Commander of Maintenance and Logistics Command (MLC) Pacific.

Rear Admiral Day's military awards include two Legion of Merit, three Coast Guard Meritorious Service Medals, the 9-11 medal, three Coast Guard Commendation Medals, Letter of Commendation, and six Meritorious Team Awards.

Dr. Jacqueline Deal
Dr. Jacqueline Deal


President and CEO, Long-Term Strategy Group


Dr. Jacqueline Deal is President and CEO of the Long Term Strategy Group, a Cambridge, Massachusetts-based defense consultancy. For the last decade, she has worked with the Director of the Office of the Secretary of Defense/Net Assessment on projects related to East Asia. Recent studies include an analysis of the security implications of alternative Chinese futures, an assessment of China’s capacity for technological innovation, and a book chapter on China’s energy security strategy.

Dr. Deal has held postdoctoral fellowships at the Belfer Center for Science & International Affairs at Harvard’s Kennedy School of Government and the John M. Olin Institute for Strategic Studies in the Government Department of Harvard’s Faculty of Arts & Sciences. She has been published in the New York Times, Policy Review, the Weekly Standard, and War in History, and she has been cited in a range of media outlets including Newsweek. Prior to entering the national security field, she worked as a journalist and an investment analyst.

LCDR David Ducazau, USN


Training Officer, Naval Special Warfare Command


CAPT James Fanell, USN
CAPT James Fanell, USN


Deputy Chief of Staff for Intelligence and Information Operations, U.S. Pacific Fleet


Captain Jim Fanell, a native of California, is a graduate from San Diego State University in 1985 with a B.A. degree in History and Political Science and the University of Hawaii with a M.A. in History in 1997. Commissioned through OCS in 1986, he graduated from Naval Intelligence Officer Basic Course in Virginia in 1987. He reported as a plankowner to Electronic Attack Squadron (VAQ) 141 and deployed to the Mediterranean aboard USS Coral Sea (CV 43) with VAQ-133. During that deployment Captain Fanell was diagnosed with cancer and underwent chemotherapy and surgery in Madigan Army Hospital in Tacoma, Washington.

Upon recovery, he was assigned to the Intelligence Center of the Pacific (IPAC) at Camp H.M. Smith, Hawaii, where he was assigned to the Targeting Division, responsible for Soviet Far East air defense targets. As a distinguished graduate of the USAF Combat Targeting Officer Course, he was a team chief for one of Pacific Command’s bomb damage assessment (BDA) teams responsible for BDA reporting of Iraqi targets during Operations Desert Shield and Desert Storm.

In 1991, he reported as a plankowner to the Joint Intelligence Center, Pacific (JICPAC), where he was selected as one of the first Chinese maritime watch officers, was one of the last Soviet bastion watch officers and served as the operations intelligence officer, responsible for the current operational intelligence support to all of Pacific Command’s deployed forces.

In 1993, Captain Fanell again reported as a plankowner, this time to the Joint Intelligence Training Activity, Pacific (JITAP) where he developed joint training courses, instructed Targeting, BDA and JFACC courses and served as the assistant operations officer for JITAP and the collocated Fleet Intelligence Training Center, Pacific (FITCPAC). He also conducted a four-month temporary assignment as the Joint Task Force Southwest Asia (JTF-SWA) J2’s chief of targets supporting Operation Southern Watch during the summer of 1994.

From 1996 to 1998, he was assigned to Carrier Air Wing (CVW) 11 as the intelligence officer, with deployments to the Arabian Gulf aboard USS Kitty Hawk (CV 63) and aboard USS Carl Vinson (CVN 70). From 1998-1999, Captain Fanell was a distinguished graduate of the USAF Air Command and Staff College, earning a Master of Military Operational Art and Science degree. From 1999 to 2003 he was assigned to the staff of Commander, U.S. Pacific Fleet Intelligence Directorate as the Fleet Support, Intelligence Readiness, and as a plankowner for Joint Task Force 519 as its first targeting officer.

From 2003 to 2005 he served as the Carrier Strike Group 5 intelligence officer again aboard Kitty Hawk this time with the Forward Deployed Naval Forces (FDNF) home-ported in Yokosuka, Japan. Captain. Fanell continued his analysis of China and their navy as a national security affairs fellow at the Hoover Institution at Stanford University from 2005 to 2006. From 2006 to 2008 he served as the Office of Naval Intelligence (ONI)’s China senior intelligence officer. Captain Fanell returned to the Far East when from 2008 to 2010 he served as the assistant chief of staff for intelligence to Commander U.S. 7th Fleet aboard USS Blue Ridge (LCC 19).

Captain Fanell is the moderator of the defense and academic related Red Star Rising information service dedicated to monitoring the rise of China and its impact upon U.S. national security interests throughout Asia. He has also authored several articles in the Hoover Digest, Proceedings, and Naval Intelligence Professionals Quarterly.

Captain Fanell most recently served as the deputy director for the Navy’s Information Dominance Corps Intelligence, Surveillance and Reconnaissance Capabilities Division. He has earned his Private Pilot, Single Engine Land (SEL) license and completed Ironman Australia.

Dr. Matthew E. Gaston
Dr. Matthew E. Gaston


Director, Software Engineering Institute Innovation Center


Dr. Matt Gaston is the Director of the Carnegie Mellon University (CMU) Software Engineering Institute's Cyber Innovation Center and an Adjunct Associate Professor at the CMU Institute for Software Research. The Cyber Innovation Center demonstrates and transitions edge-of-technology capabilities in the computing and information sciences for critical government cyber and intelligence missions.  Before joining Carnegie Mellon, Dr. Gaston was the Director of Research for a business unit of General Dynamics C4 Systems and spent nearly 10 years at the National Security Agency developing and applying mission-focused analytics.  He is a 2012 recipient of the AFCEA Award for Meritorious Service to the Intelligence Community.

Mr. Terry Halvorsen
Mr. Terry Halvorsen


Chief Information Officer, Department of the Navy


Terry Halvorsen was appointed in November 2010 to serve as the Department of the Navy (DON) Chief Information Officer (CIO). In this capacity, he is the DON’s senior official and advisor on matters related to Information Management (IM), Information Technology (IT)/cyberspace (including national security systems) and Information Resources Management (IRM). He develops strategies, policies, plans, architectures, standards and guidance, and provides process transformation support for the entire DON. Additionally, he ensures that the development and acquisition of IT systems are interoperable and consistent with the Department’s objectives and vision. Mr. Halvorsen also serves as the Department’s Cyber/IT Workforce Community Leader, Critical Infrastructure Assurance Officer and the Senior Military Component Official for Privacy and Civil Liberties.

Prior to becoming the DON CIO, Mr. Halvorsen was the Deputy Commander, Navy Cyber Forces. He began serving in this position in January 2010 as part of the Navy Cyber reorganization. Previous to this, Mr. Halvorsen served as the Deputy Commander, Naval Network Warfare Command. He provided leadership for over 16,000 military and civilian personnel, supporting over 300 ships and approximately 800,000 computer network users, all globally dispersed. In this position he was responsible for the business performance of Navy network operations, space operations, information operations and knowledge management. Mr. Halvorsen was directly involved in establishing governance structure, processes and mechanisms to optimize over $8 billion in Navy resources.

Mr. Halvorsen entered the Senior Executive Service in July 2004 as the Executive Director, Naval Personnel Development Command. Mr. Halvorsen was selected as the Director of Task Force Excel Atlantic, charged with improving the effectiveness and efficiency of Navy training. He also served as the Manpower, Personnel, Training and Education CIO and Acting Executive Director, Naval Education and Training Command.

Mr. Halvorsen entered Federal Civil Service in 1985 as the Curriculum Instructional Standards Officer for Navy Cryptology Training. He has held numerous positions in the training community to include Deputy for C41 Training, Director Training Policy and Standards, and Director of Assessment, where he was one of the principal architects of the Navy's training reengineering efforts.

He graduated with honors from Widener University with a degree in History. He was a distinguished military graduate and a George C. Marshall award winner. Following graduation, Mr. Halvorsen was commissioned a Regular Army 2LT in May 1980 and later obtained a Master's Degree in Educational Technology from the University of West Florida.

Mr. Halvorsen's served several active and reserve tours with the Army, and was recalled to active duty numerous times in support of Operation Just Cause, Desert Storm and Joint Task Forces in Central and South America.

Dr. David M. Finkelstien
Dr. David M. Finkelstien


Vice President and Director, China Studies, Center for Naval Analyses


Vice President of CNA, a non-profit 501(c)(3) research institute in Alexandria, Virginia. He is also the director of CNA’s China and Asia programs. With twenty-plus analysts, it is one of the nation’s largest analytic groups focused on Chinese and Asian security affairs.

Finkelstein received his Ph.D. in Chinese history from Princeton University and studied Mandarin at Nankai University in Tianjin. Active in many academic and policy-oriented organizations, he serves on the Advisory Board of Issues & Studies (Taipei), is a Senior Advisor to The China and Eurasia Forum Quarterly (Washington, D.C. & Stockholm), and a member of the National Committee for U.S.-China Relations. He regularly leads seminars at the U.S. Department of State’s Foreign Service Institute, the U.S. Army War College, and the JFK School of Government at Harvard. He served as a consultant and contributing author to the most recent edition of The National Geographic Atlas of China.

A retired Regular U.S. Army Officer, Finkelstein is a graduate of West Point, the Command & General Staff College, the U.S. Army War College, the Foreign Area Officer Course at the JFK Center for Military Assistance and Unconventional Warfare, and the U.S. Army Airborne School. While on active duty, he held various command and staff positions in tactical field units to include service with the 86th and 40th Signal Battalions of the 11th Signal Brigade, the Army Communications Command, and with the United Nations Command Joint Security Force in Ponmunjom, Korea—an infantry battalion in the DMZ.  In the Pentagon, he served as Assistant Defense Intelligence Officer for East Asia and as Director for Asian Analyses (J-8) on the Joint Staff. He also served on the faculty at West Point where he taught Chinese and Japanese history.

A long-time student of Chinese and Asian affairs, Finkelstein writes extensively on a wide range of issues. Of note, his historical study, From Abandonment to Salvation: Washington’s Taiwan Dilemma, 1949-50 (George Mason University Press, 1993), was hailed in Presidential Studies Quarterly as “blazing a new trail” and “will take an important place in the literature of U.S.-China relations in the mid-20th Century.” Other works include co-edited volumes such as Chinese Warfighting: The PLA Experience Since 1949; China’s Revolution in Doctrinal Affairs: Developments in the Operational Art of the People’s Liberation Army; Civil-Military Relations in Today’s China: Swimming in a New Sea and China’s Leadership in the 21st Century: The Rise of the Fourth Generation.

Maj Christopher I. Johnson, USMC
Maj Christopher I. Johnson, USMC


Logistics Officer, Marine Barracks Washington, DC; and Foreign Area Officer, People’s Republic of China


Major Christopher I. Johnson assumed his duties as the Logistics Officer, Marine Barracks Washington, DC on 21 May 2011 and was designated a Foreign Area Officer for the People’s Republic of China since November 2009.

Following commissioning, he attended The Basic School and was assigned to First Battalion, 1st Marines where he served as the Motor Transport Officer, Embarkation Officer, and Assistant Logistics Officer.  This unit served with the 13th Marine Expeditionary Unit and Expeditionary Strike Group 1 in Operation IRAQI FREEDOM and with JTF Horn of Africa, Djibouti.

His next tour took him to I Marine Expeditionary Force where he served as the aide de camp to the Deputy Commanding General.  Deployed from May 2004 to March 2005, Major Johnson served in Al Anbar Province, Iraq and participated in Operation PHANTOM FURY, Fallujah.

Major Johnson would subsequently serve as an Olmsted Scholar in Hong Kong (Special Administrative Region), and is the first Marine Corps officer to graduate from the University of Hong Kong and London Business School.  Major Johnson then attended, and was a Distinguished Graduate of the Combined Logistics Captains Career Course of the Army Logistics University.

Returning to the Fleet Marine Force in 2008, he served as the assistant operations officer of Combat Logistics Regiment 1, commanded motor transport and general support motor transport companies, and served as the operations officer, Combat Logistics Battalion 1.  This tour included a deployment to Helmand Province, Afghanistan as part of Operation ENDURING FREEDOM from September 2009 to May 2010 and included participation in Operation MOSHTARAK, Marjah.

In 2011, Major Johnson reported to Marine Barracks Washington, DC where he serves as the logistics officer and ceremonial officer.

Foreign Area Office duties include serving as escort officer and interpreter for a People’s Republic of China Ministry of Defense visit in May 2012; and participation in the 2012 Shanghai Maritime Security Conference.

Major Johnson graduated with merit from the United States Naval Academy with the Class of 2001, receiving a Bachelor of Science degree in Political Science. He is a 2006 Olmsted Scholar. He holds a Master of Business Administration degree from the University of Hong Kong and London Business School, a Master of Arts degree in International Relations from the University of San Diego, and is a graduate of Marine Corps Command and Staff and the Naval War College Joint Professional Military Education programs. Personal decorations include the Navy and Marine Corps Commendation Medal with Gold Star.


RADM Matthew L. Klunder, USN
RADM Matthew L. Klunder, USN


Chief of Naval Research/Director Innovation, Technology Requirements, and Test & Evaluation


Rear Admiral Klunder, a native of Alexandria, VA graduated from the United States Naval Academy in 1982 and earned his wings of gold at Meridian, Miss., in September 1984. Subsequent flying tours were based in Naval Air Station (NAS) Miramar, Calif.; NAS Patuxent River, Md.; Naval Air Facility Atsugi, Japan; and NAS Lemoore, Calif., where he was qualified in numerous aircraft including the E-2C Hawkeye and F/A-18 E/F Super Hornet.

Klunder has served at sea in Airborne Early Warning Squadron (VAW) 112; VAW-115 as a department head, and as commanding officer; and Carrier Air Wing Two as air wing commander. He has made eight deployments and multiple surge operations to the Atlantic, Pacific and Indian oceans and to the Mediterranean Sea and Arabian Gulf.

Klunder’s shore tours include serving as a flight instructor, Naval Air Training and Operating Procedures Standardization officer and Commander Naval Air Force, U.S. Pacific Fleet evaluator at VAW-110; test pilot/project officer at Force Warfare Test Directorate; senior operations officer and Single Integrated Operational Plan officer at the Joint Staff J-3/National Military Command Center; Joint Staff liaison officer and section chief at the U.S. State Department; Combined Air Operations Center deputy director at Al Udeid Air Base in Qatar; deputy director for Information, Plans, and Security for OPNAV N3/N5; 83rd commandant of Midshipmen at the U.S. Naval Academy; and director of Intelligence, Surveillance and Reconnaissance Capabilities Division, OPNAV N2/N6F2. Highlights during these tours include receiving the 1988 Hawkeye of the Year award, the 1991 Test Pilot of the Year award, and the 2002 George C. Marshall Statesman award.

In November 2011, he became the 24th Chief of Naval Research, with additional duties as director, Test Evaluation and Technology Requirements.

Klunder received his bachelor’s degree from the U.S. Naval Academy, a master’s degree in Aerodynamics and Aviation Systems from the University of Tennessee, and a master’s degree in Strategic Studies from the National War College.

He has flown more than 45 different aircraft and accumulated 21 world-flying records. His awards include the Legion of Merit (four Awards), Defense Meritorious Service Medal (two Awards), Meritorious Service Medal (two Awards), Joint Commendation Medal (two Awards), Navy and Marine Corps Commendation Medal (four Awards) and various unit and campaign awards.

LCDR Andy Koy, USN
LCDR Andy Koy, USN


Deputy Executive Assistant Commander Naval Surface Forces, U.S. Pacific Fleet


Lieutenant Commander Koy hails from Bellville, Texas.  He is a graduate of the United States Naval Academy Class of 2001 earning a Bachelor’s degree in Computer Science.  He is also a 2002 Graduate of the Naval Postgraduate School in Monterey, CA, earning a Masters in Information Systems and Operations.

After attending Surface Warfare Officer’s School in Newport, RI, Lieutenant Commander Koy reported aboard USS RUSSELL (DDG 59) in Pearl Harbor, HI, as Auxiliaries Officer and First Lieutenant where he earned his designation as a Surface Warfare Officer.  In 2005, he reported aboard USS ANZIO (CG 68), homeported in Norfolk, VA, as Navigator and Weapons Officer.  From 2009-2012, LCDR Koy served as Operations Officer in USS HALSEY (DDG 97) and USS MOBILE BAY (CG 53) where he received the 2010 Commander, Naval Surface Forces Leadership Award.

Ashore, he served at the U.S. Naval Academy as an instructor of Seamanship and Navigation, the Flag Secretary for the Superintendent, and the Executive Secretary for the U.S. Naval Academy Board of Visitors.  Lieutenant Commander Koy is currently serving as Deputy Executive Assistant to Commander, Naval Surface Forces.

RADM Terry B. Kraft, USN
RADM Terry B. Kraft, USN


Commander, Navy Warfare Development Command


Rear Admiral Kraft was raised the son of a Navy captain. He graduated from the U.S. Naval Academy in 1981 and was designated a naval flight officer in 1982. He was a federal executive fellow at Harvard University Kennedy School of Government 1999-2000. He holds a Master’s degree in Political Science from Auburn University at Montgomery and is a graduate of the Navy Nuclear Power Program and MIT Seminar XXI.

His sea duty tours include Attack Squadron (VA) 55 embarked in USS Coral Sea (CV 43), VA-115 embarked in USS Midway (CV 41), and VA-95 embarked in USS Abraham Lincoln (CVN 72). He also served as executive officer in USS Theodore Roosevelt (CVN 71). During those tours, he participated in Operations Eldorado Canyon, Desert Storm, Iraqi Freedom (OIF) and Enduring Freedom (OEF).

Kraft commanded Electronic Attack Squadron 131, amphibious transport dock USS Shreveport (LPD 12), the aircraft carrier USS Ronald Reagan (CVN 76), and the Enterprise Carrier Strike Group 12. He participated in both OIF and OEF during all four tours. He assumed command of Navy Warfare Development Command in October 2011.

Shore tours for Kraft have included duty in VA-128, Air Command and Staff College, Current Operations Directorate (J31), U.S. Pacific Command, and the John F. Kennedy School of Government, Cambridge, Mass. After flag selection, he reported to the Pentagon, chief of naval operations staff, first in N88 as head of Maritime Aviation, Unmanned Aerial Systems and Aviation Training Plans and Programs, then in N2/N6 as director, Intelligence, Surveillance and Reconnaissance Capabilities.

Kraft has over 3,700 hours and 1,000 carrier-arrested landings in the A-6E, EA-6B and F/A-18F aircraft. He is authorized to wear the Legion of Merit with three gold stars, Distinguished Flying Cross (with combat V), the Defense Meritorious Service Medal, the Meritorious Service Medal with two gold stars, and multiple individual and strike-flight air medals.

RADM Tony Lengerich, USN (Ret.)
RADM Tony Lengerich, USN (Ret.)


Vice President, Business Development Executive Director, Federal Strategic Programs, Oracle America, Inc. and Member, American Society of Naval Engineers National Council


RADM Lengerich is a Vice President and Director, Federal Strategic Programs with Oracle America, Inc. where he develops and enables business strategies aligned with the needs of the federal government, including the Department of Defense.

Prior to joining Oracle in 2008, he was Vice President for Navy Programs at Cypress International (Alexandria, Virginia) where he assisted top-tier defense industry clients develop their business strategies relative to the Department of the Navy’s acquisition programs and procurements.

RADM Lengerich retired from the US Navy in 2005 following 34 years of active duty service; comprising 14 years as a Surface Warfare Officer and 20 years as an Engineering Duty Officer.  He served in a variety of operational positions afloat, ashore and overseas, including combat operations in Vietnam.  As an Acquisition Professional he managed the integration of JTIDS/Link 16/TADIL J into all Navy platforms, the development of the Command and Control Processor (C2P) and the development of the Afloat Planning Systems (APS) for Tomahawk Land Attack Missile.

In 1992 he assumed command of NAVELEXENGCEN Charleston, SC where as a result of the 1993 BRAC, he established NISE East (NCCOSC In-Service Engineering, East) and consolidated the Navy’s east coast electronics engineering activities into what is now known as Space and Naval Warfare Systems Center – Atlantic.  Subsequently, he served as the Commander, Naval Command Control and Ocean Surveillance Center (NCCOSC) with responsibility for all the SPAWAR Systems Centers (1995 -1997).

He next served as Executive Assistant to Commander, Naval Sea Systems Command, where was selected for Flag rank.  In 1998 he was reassigned to the Space and Naval Warfare Systems Command as first Director, Logistics and Installations (SPAWAR 04).  In 1999, he assumed duties on the OPNAV staff as Director, Industrial Capacity, Maintenance Policy and Acquisition Logistics and later served as the first Deputy Director for Fleet Readiness.  In 2002, he was promoted to Rear Admiral (Upper Half) and assumed duties as Vice Commander, Naval Sea Systems Command; his last assignment.

RADM Lengerich holds a Bachelor of Arts degree in Political Science from the University of Colorado and a Master’s of Science in Electrical Engineering from the Naval Postgraduate School.  He is also an alumnus of Cornell University’s Johnson School of Business Executive Management Program.

He was the founding President of AFCEA’s Low Country Chapter (Charleston, South Carolina) and is currently an elected member of National Council of the American Society of Naval Engineers.

He was a member of the Defense Science Board’s 2009 Task Force on Information Technology and was the senior member of the 2012 Solid State Laser study commissioned by the Office of Naval Research.

MajGen Kenneth F. McKenzie Jr., USMC
MajGen Kenneth F. McKenzie Jr., USMC


USMC Representative to the Quadrennial Defense Review


Upon graduation from The Citadel in 1979, Major General McKenzie was commissioned into the Marine Corps and trained as an infantry officer.

He commanded at the platoon, company, battalion, and Marine Expeditionary Unit (MEU) levels. As a LtCol, he commanded First Battalion, Sixth Marines. As the Commanding Officer of the 22d MEU(SOC), he led the MEU on combat deployments to Afghanistan in 2004 and Iraq in 2005-06.

In the operating forces, his staff assignments included service as an infantry battalion executive officer and as the G-3 Operations Officer of the 2d Marine Division.

His supporting establishment assignments included duty at Marine Barracks Charleston, S.C., and as the Marine Officer Instructor at the Virginia Military Institute.

His headquarters assignments included service as Director of the Commandant’s Staff Group for the 30th Commandant of the Marine Corps, lead action officer for the 2001 QDR effort within HQMC, and the Executive Assistant to the Deputy Commandant for Plans, Policies, and Operations, HQMC. In 2006-07 he served as the Military Secretary to the 33rd and 34th Commandants of the Marine Corps.

In July 2007, upon promotion to BGen, he served on the Joint Staff as a Deputy Director of Operations within the National Military Command Center. In June 2008, he was selected by the Chairman of the Joint Chiefs of Staff to be the Director of the Chairman's New Administration Transition Team (CNATT). In this capacity, he coordinated the efforts of the Joint Staff and the combatant commands in preparing for and executing a wartime transition of administrations. In June 2009, he reported to the International Security Assistance Force (ISAF) in Kabul, Afghanistan, to serve as the Deputy to the Deputy Chief of Staff (DCOS) for Stability. Upon his return from Afghanistan, in July 2010 he was assigned as the Director, Strategy, Plans, and Policy (J-5) for the U.S. Central Command in Tampa, Florida. In August 2012, he reported to Headquarters Marine Corps to serve in his current assignment as the Director of the Quadrennial Defense Review Integration Group.

MajGen McKenzie is an honors graduate of the Armor Officer Advanced Course, Marine Corps Command and Staff College, and the School of Advanced Warfighting. He has a Master’s in Teaching with a concentration in History. He was selected as a CMC Fellow in 1999, and served as a Senior Military Fellow within the Institute for National Strategic Studies at the National Defense University. While there, he wrote the book "The Revenge of the Melians: Asymmetric Threats and the 2001 QDR," published by the National Defense University.

MajGen McKenzie’s awards include the Defense Superior Service Medal, Legion of Merit w/ two gold stars, the Bronze Star, the Defense Meritorious Service Medal, the Meritorious Service Medal w/2 gold stars, the Navy Commendation Medal, and the Combat Action Ribbon. Other awards include the Naval Institute’s Aster Prize for leadership writing, First Place in the Naval Institute’s Marine Corps Essay contest, the Marine Corps’ Association Chase Award for Boldness and Daring, the John A. Lejeune Award from Marine Corps Command and Staff College, the Clifton B. Cates Award from the School of Advanced Warfighting, and the Thomas Jefferson Distinguished Professor Award from the Virginia Military Institute.

Capt Luis F. Mejia, USMC
Capt Luis F. Mejia, USMC


Battalion Operations Officer Marine Expeditionary Force


Captain Luis F. Mejia is currently assigned to 9th Communication Battalion, Camp Pendleton, California and serves as the Battalion Operations Officer.  Captain Mejia received his Bachelor of Arts Degree in Intercultural Communications from California State University San Bernardino in March 2002.  He was commissioned a Second Lieutenant in April 2002.

Captain Mejia enlisted in the Marine Corps and reported to Marine Corps Recruit Depot San Diego, California in March 1993.  After completing Boot Camp, Private Mejia reported to Marine Combat Training, Camp Pendleton, California; afterwards he proceeded to the School of Infantry and graduated as a Rifleman in August 1993.  Private Mejia then reported to Marine Barracks 8th & I Washington, D.C. Alpha Company, 2nd Platoon.  As a member of 2nd Platoon he graduated from Ceremonial and Drill School and attained a White House Security Clearance, he also served as a fire-team then squad leader.  Corporal Mejia was then assigned as the Alpha Company Administrative Clerk. In February 1996 Corporal Mejia was transferred to Marine Barracks 8th & I Headquarters and Service Battalion where he assumed the duties of Legal, Adjutant, and Headquarters and Service Company Office NCOIC as well as the Grounds Platoon Sergeant.  In September 1997, Sergeant Mejia ended active duty service to pursue a college degree.

Sergeant Mejia enrolled at Citrus Community College where he began his undergraduate education. In January 1999 he was accepted in the Platoon Leaders Course.   After completing Citrus College he transferred to California State University San Bernardino.  Sergeant Mejia graduated from Officer Candidate School in August 2001 and from California State University San Bernardino in March 2002.  He accepted his commission in April 2002.                           

Upon accepting his commission Second Lieutenant Mejia reported to Marine Corps Base Quantico Virginia, Reserve Support Unit as a Special Project Officer for the Marine Corps Reserve.  In November 2002, Second Lieutenant Mejia received orders to The Basic School.  He graduated TBS in June of 2003.  Immediately afterwards he reported to Communication Information and Systems Officer Course and graduated in December 2003.  In January 2004, Second Lieutenant Mejia reported to Marine Aircraft Group 12 as the Communications Officer and Aviation Information Systems Department Officer; he also assumed the collateral duty of Executive Officer, Personnel Support Detachment, Marine Aircraft Group 12. Lieutenant Mejia participated in numerous exercises in the Pacific Theatre of Operations to include Tsunami Relief.  During Foal Eagle 2005 First Lieutenant Mejia deployed as the Marine Air Group 12 Forward Operating Air Base Ground Commander, Communications Officer, and Korean Liaison Officer operating in Cheong Ju, Korea and ensured the sustainment of sortie generation via the MAG Operations Center.  As the Korean Liaison Officer First Lieutenant Mejia also handled the protocol affairs between Lieutenant General Thiessen (1MAW CG) and the Cheong Ju Base Commander.   Foal Eagle 2005 was the first time U.S. Forces were able to access the airfields at Cheong Ju Korea.  First Lieutenant Mejia was promoted to Captain on 1 Sept 2006. 

Captain Mejia then served as the Deputy Director of Communications for Marine Corps Logistics Base Barstow from January 2007 to July 2009 and he led all subordinate departments, enterprise projects, maintained infrastructure, provided strategic planning, developed funding plans and coordinated with external organizations required to support the installation as well as served as a principal advisor to the installations executive steering committee.  Captain Mejia participated and attended C4 Operational Advisory Group Conferences, C4 Installation and Technology Work Group Conferences, C4 Information Assurance Conferences, Department of Navy Frequency Manager Conferences, Plans Policy and Operations Conferences and participated in Government Accounting Office (GAO) fiscal meetings.  In July 2009 Captain Mejia reported to Expeditionary Warfare School, Quantico, Virginia.  While at Expeditionary Warfare School, Captain Mejia attended the Tactical MAGTF Integration Course held by Marine Tactics and Operations Group, MCAGCC 29 Palms and became an Operations and Tactics Instructor.  Captain Mejia also attended the Advanced Communications Officers Course and became a Communications Planner.  Upon graduation from Expeditionary Warfare School Captain Mejia reported to 9th Communication Battalion in May 2010 where he assumed command of Support Company.  In October 2010 Captain Mejia assumed command of Bravo Company.  Captain Mejia assumed his current billet as the Battalion Operations Officer in June 2011.  As the battalion Operations Officer Captain Mejia developed the FY11 and FY12 Training Exercise and Employment Plan, Battalion Field Exercises, Company Field Exercises and conducted a Mission Analysis for the OEF deployment to Afghanistan.  Captain Mejia led the Operational Planning Team during the Predeployment Site Survey in Afghanistan and developed all essential Marine Corps Planning Products and deliverables required to transition the battalion from garrison to Camp Leatherneck Afghanistan.  Captain Mejia ensured the completion of Time Phase Force Deployment Data and Unit Line Numbers, Missions Essential Task List validation, training standards, enhanced MOS training, MARCENT pre-deployment training requirements as well as administrative, medical, dental and family readiness.  Captain Mejia deployed in support of OEF 12.1 Operations Officer.  Upon his return Captain Mejia assumed his post as the Battalion Operations Officer.              

Capt Mejia’s personal achievements and decorations include: Meritorious Service Medal, Navy-Marine Corps Commendation Medal, and the Navy-Marine Corps Achievement Medal. 

BGen Kevin J. Nally, USMC
BGen Kevin J. Nally, USMC


Deputy Chief Information Officer, Department of the Navy and Director, Command, Control, Communications and Computers, U.S. Marine Corps


Brigadier General Kevin J. Nally is the Director for Command, Control, Communications, and Computers (C4), and the Department of the Navy Deputy Chief Information Officer for the United States Marine Corps.

Brigadier General Kevin Nally was commissioned a Second Lieutenant in the Marine Corps in May 1981, after graduating from Eastern Kentucky University with a Bachelor of Science in Agronomy and Natural Resources.

After completing the Basic School and Communications Officer Course, he was assigned to the 1st Marine Amphibious Brigade where he served as a Communications Platoon Commander for the Marine Service Support Group-37 and later as a Communications Platoon Commander for the Brigade Service Support Group. During this tour, Brigadier General Nally attended SCUBA School, Pearl Harbor where he served in an additional duty capacity as a search and rescue diver.

In 1985, he was reassigned to Marine Corps Recruiting Station, Los Angeles, Calif., where he served as an Officer Selection Officer.

In 1988, Brigadier General Nally attended Command, Control, Systems Course in Quantico, Va. After graduating in 1989, Brigadier General Nally was assigned to the 2nd Tank Battalion, 2nd Marine Division where he served as the Communications Platoon Commander during Desert Shield and Desert Storm. Following this, he was assigned to Communications Company, Headquarters Battalion, 2nd Marine Division as the Executive Officer.

In 1992, Brigadier General Nally was assigned as the Operations Officer, Recruit Training Regiment, Marine Corps Recruit Depot/Eastern Recruiting Region, Parris Island. In 1995, Brigadier General Nally was transferred to the 3rd Marine Division where he served as the S-6, then the S-3, and finally as the Executive Officer for the 4th Marine Regiment. In 1996, he served as the Commanding Officer, Communications Company, Headquarters Battalion, 3rd Marine Division.

In 1998, Brigadier General Nally was assigned as the Deputy Director, J6, United States Forces, Japan and completed a master's in information systems management.

From 2000 to 2002, Brigadier General Nally was the Commanding Officer of Support Battalion, MCRD/ERR, Parris Island. From May of 2002 to July 2003, Brigadier General Nally was the Director, Marine Corps Martial Arts Program.

Brigadier General Nally is a 2004 graduate of the Industrial College of the Armed Forces with a concentration in information strategy. Following this assignment, he served from 2004 until 2006 as the Deputy Director for C4, United States Central Command where he deployed twice in support of OIF/OEF. In 2006, Brigadier General Nally was transferred to Camp LeJeune, N.C., where he served as the II MEF AC/S G-6 and subsequently as the II MEF Chief of Staff. From 2007 until 2009, he served as the Commanding Officer, Marine Corps Communications-Electronics School in 29 Palms, Calif. He served as the AC/S, G-6, MCAGCC/MAGTF-TC from 2009 until 2010.

His personal decorations include the Defense Superior Service Medal, Legion of Merit, Defense Meritorious Service Medal, Meritorious Service Medal with two gold stars, the Navy/Marine Corps Commendation Medal with three gold stars, the Navy/Marine Corps Achievement Medal, and the Combat Action Ribbon.

LT Brendan Negle, USN


Officer, Naval Air Training and Operating Procedures Standardization, HSM -78 Blue Hawks


LT Brendan O. Negle is a native of Pittsburgh, PA, and a graduate of Virginia Tech, where he received Bachelor of Arts degrees in Political Science and English.  Upon graduation and his subsequent commissioning through NROTC in December 2003, he underwent flight training in the T-34C and TH-57B/C.  He earned his designation as a Naval Aviator after completing the advanced helicopter curriculum at NAS Whiting Field in October 2005.

Upon completion of HSM-41’s SH-60B syllabus, he reported to the Battle Cats of HSL-43 at NAS North Island.  His first deployment aboard USS Chung-Hoon (DDG 93) included anti-piracy operations in the Horn of Africa with Combined Task Force (CTF) 151 and Iraqi oil platform defense in the Northern Arabian Gulf with CTF 158.  He deployed again in 2008, this time as a Helicopter Aircraft Commander aboard USS Rentz (FFG 46), providing reconnaissance and logistical support to Joint Special Operations Task Force-Philippines (JSOTF-P) as well as ASW support to USS Ronald Reagan (CVN 76).  As his final duty at HSL-43 he served in the maintenance department as the Quality Assurance Officer.

LT Negle returned to the Seahawks of HSM-41 for duty as an Instructor Pilot in 2009.  Following conversion training in the MH-60R, he served as the squadron’s Search and Rescue Officer, Ground Safety Officer, Personnel Officer, and finally Naval Air Training and Operating Procedures Standardization (NATOPS) Officer.  Highlights during this tour include receiving HSM-41’s 2011 Instructor Pilot of the Year award, Naval Helicopter Association’s 2011 Region One Fleet Instructor Pilot of the Year award, and his Executive Master of Business Administration (EMBA) degree from the Naval Postgraduate School. 

LT Negle now flies as a plankowner with the Blue Hawks of HSM-78, the Navy’s newest MH-60R squadron.  He has accumulated over 1700 hours in the H-60 and his awards include the Navy and Marine Corps Commendation Medal, Navy and Marine Corps Achievement Medal (two awards), Iraq Campaign Medal, and Global War on Terrorism Expeditionary Medal.   

Mr. Ronald O
Mr. Ronald O'Rourke


Specialist in Naval Affairs, Congressional Research Service


Mr. O'Rourke is a Phi Beta Kappa graduate of the Johns Hopkins University, from which he received his B.A. in international studies, and a valedictorian graduate of the University's Paul Nitze School of Advanced International Studies, where he received his M.A. in the same field.

Since 1984, Mr. O'Rourke has worked as a naval analyst for the Congressional Research Service of the Library of Congress. He has written numerous reports for Congress on various issues relating to the Navy. He regularly briefs Members of Congress and Congressional staffers, and has testified before Congressional committees on several occasions.

In 1996, Mr. O'Rourke received a Distinguished Service Award from the Library of Congress for his service to Congress on naval issues. Mr. O'Rourke is the author of several journal articles on naval issues, and is a past winner of the U.S. Naval Institute's Arleigh Burke essay contest. He has given presentations on Navy-related issues to a variety of audiences in government, industry and academia

Mr. Bradley Peniston
Mr. Bradley Peniston


Editor, Armed Forces Journal


Bradley Peniston is the editor of Armed Forces Journal, the journal of defense strategy and analysis for senior military and civilian decision-makers. Founded in 1863 as the Army Navy Journal, AFJ is the nation's oldest independent periodical on military affairs. Peniston also leads the Defense News magazine group, which includes C4ISR Journal and Training & Simulation Journal.

A 1991 graduate of Yale University, Peniston took his degree in Soviet and Eastern European studies to Moscow, where he worked as a reporter and editor.

Upon returning to the U.S., he covered military affairs for the Annapolis Capital newspaper, then became a staff writer for Navy Times. Over several years, he reported from more than a dozen countries and spent time aboard more than 50 warships of several nations. In 2000, Peniston helped launch Military.com, creating the first online-only newsroom to earn Pentagon press credentials. He later joined Defense News, serving first as assistant managing editor for international news, and then as managing editor of the newspaper and its companion website.

He is the author of two books. "Around the World with the U.S. Navy" (Naval Institute Press, 1999), documented struggle and success as the Cold War-era fleet adapted to new missions. "No Higher Honor: Saving the USS Samuel B.

Roberts in the Persian Gulf" (Naval Institute Press, 2006), showed how a top-notch frigate crew fought to survive after an Iranian mine set flooded their ship and set it afire.

Peniston has lectured at the Naval Historical Center, the Center for Naval Analyses, the Defense Acquisition University, and elsewhere; has served as a discussion panelist at various conferences; and has appeared from time to time on radio and television. He also launched Pecha Kucha Night in Philadelphia.

Professor Robert C. (Barney) Rubel
Professor Robert C. (Barney) Rubel


Dean, Center for Naval Warfare Studies, U.S. Naval War College


Professor Rubel, a retired Navy captain, is currently Dean of the Center for Naval Warfare Studies. Prior to assuming this position, he was Chairman of the Wargaming Department of the Naval War College.  In 2006 – 2007 he directed the Naval War College’s research and gaming project that led to the current national maritime strategy A Cooperative Strategy for 21st Century Seapower for which he received the Superior Civilian Service Award.

A thirty-year Navy veteran, he received his commission through the Naval Reserve Officer Training Corps at the University of Illinois. He subsequently became a light attack naval aviator, flying the A-7 Corsair II and later the F/A-18 Hornet. He commanded Strike Fighter Squadron 131 and also served as the Inspector General at U.S. Southern Command.

Professor Rubel’s shore assignments were principally involved with professional military education. He is a graduate of the Spanish Naval War College in Madrid and the U.S. Naval War College in Newport, RI. He completed three separate faculty tours at the U.S. Naval War College as a joint military operations instructor and ultimately as the Deputy Dean of the
Center for Naval Warfare Studies. During these tours he served as the William F. Halsey Chair of Air Strike Warfare and later the Colin Powell Chair of Joint Warfare. He gained extensive experience with service and joint education policy through his participation as an accreditation team member on the Chairman of the Joint Chiefs of Staff Process for the Accreditation of Joint Education (PAJE) Team. He also served as the special assistant for joint education to the Dean of Academics.  After retiring from the Navy, he became director of the Research and Analysis Division within the Naval War College’s Wargaming Department, and in 2004 became Chairman of the Department.  In addition, he has been a visiting lecturer at a number of international professional military education institutions, including the German Armed Forces Staff College, the Mexican Naval War College, the British Joint Services Staff College and the Colombian Senior War College. 

Professor Rubel has earned master’s degrees from Salve Regina University and the Naval War College. He has published a number of articles on a variety of subjects including security engagement strategy, joint operational art, advanced wargaming and air warfare.

Ms. Kori Schake
Ms. Kori Schake


Research Fellow, Hoover Institution


Kori Schake is a research fellow at the Hoover Institution and an associate professor of international security studies at the United States Military Academy.

During the 2008 presidential election, she was senior policy adviser to the McCain-Palin campaign, responsible for policy development and outreach in the areas of foreign and defense policy.

From 2007 to 2008 she was the deputy director for policy planning in the state department. In addition to staff management, she worked on resourcing and organizational effectiveness issues, including a study of what it would take to “transform” the state department so as to enable integrated political, economic, and military strategies.

During President Bush's first term, she was the director for Defense Strategy and Requirements on the National Security Council. She was responsible for interagency coordination for long-term defense planning and coalition maintenance issues. Projects Schake contributed to include conceptualizing and budgeting for continued transformation of defense practices; the most significant realignment of US military forces and bases around the world since 1950; creating NATO's Allied Command Transformation and the NATO Response Force; and recruiting and retaining coalition partners for operations in Afghanistan and Iraq.

She has held the Distinguished Chair of International Security Studies at West Point, and also served in the faculties of the Johns Hopkins School of Advanced International Studies, the University of Maryland’s School of Public Affairs, and the National Defense University. She is on the boards of the journal Orbis and the Centre for European Reform and blogs for Foreign Policy’s Shadow Government.

Her publications include State of Disrepair: Fixing the Culture and Practices of the State Department (Hoover Institution Press, 2012), Managing American Hegemony: Essays on Power in a Time of Dominance (Hoover Institution Press, 2009), “Choices for the Quadrennial Defense Review” (Orbis, 2009), “Dealing with a Nuclear Iran” (Policy Review, 2007), “Jurassic Pork” (New York Times, 2006). She coauthored “How America Should Lead” (Policy Review, 2002), and coedited The Berlin Wall Crisis: Perspectives on Cold War Alliances (2002), and “Building a European Defense Capaibility” (Survival,, 1999).

From 1990 to 1996, she worked in Pentagon staff jobs, first in the Joint Staff’s Strategy and Policy Directorate (J-5) and then in the Office of the Secretary of Defense.


LtGen John A. Toolan Jr., USMC
LtGen John A. Toolan Jr., USMC


Commanding General, I Marine Expeditionary Force; and Commander, U.S. Marine Corps Forces Central Command


General John A. Toolan, Jr. was born in Brooklyn, graduated Xavier H.S. and Fordham University in NYC. Commissioned through the Platoon Leaders Class program, he graduated the Basic school in April 1977, and was assigned as an Infantry Officer with 1st Bn 9th Marines in Okinawa, Japan.

After three years at MCRD San Diego, California, where he also met and married his bride Helen Baygent of El Paso, Texas, he was reassigned to 2nd Bn 7th Marines as an infantry company commander. During this tour, now Captain Sean Toolan USMC was born.

In 1986, assigned to the University of Pennsylvania as the Marine Officer Instructor, Cara Lee arrived and the family headed to Camp Lejeune as II MEF staff secretary and 2nd Light Armored Infantry battalion. DESERT SHIELD/DESERT STORM and the birth of our youngest Beth highlighted this tour in the Carolina MAGTF. With family complete, Manpower Officer Assignments became the next challenge until 1994 when selected for command of 3rd Light Armored Reconnaissance Battalion, "Wolfpack" in 29 Palms, California.

Selected for the Air Force War College in Montgomery, Alabama, then subsequently assigned as the Deputy J5 at Supreme Allied Headquarters, Mons, Belgium. Bosnia and Kosovo, especially ALLIED FORCE consumed duties in Europe. Selected to command Weapons Field Training Battalion back in Camp Pendleton from 2000-2002, then reassigned to 1st Marine Division as the Operations Officer, where the division was deployed to the Kuwaiti theater in preparation for "IRAQI FREEDOM".

In March 2003 selected to command Regimental Combat Team 1, Baghdad was secured, the RCT returned home and then redeployed for OIF II and the Al Anbar province. Fresh with lessons learned from Iraq, they were then applied to the education of young majors when assigned as the Director of the Marine Corps Command and Staff College, Quantico, Virginia.

Promoted to Brigadier General in July 2006, he was assigned as the Principal Director for Asia/Pacific Affairs, Office of the Under Secretary of Defense for Policy in Washington DC.

In August 2009, he was assigned as the Deputy Commander, U. S. Forces, Japan.

In July 2010, Major General Toolan assumed his current position as the Commanding General, 2d Marine Division. in March of 2011 he deployed as CG II MEF(Fwd) to Helmand province, Afghanistan for duties as CG Regional Command SouthWest.

His personal awards include the Defense Superior Service Medal, (3) Legion of Merit of which (2) Combat "V", and the Combat Action Ribbon.

Dr. Toshi Yoshihara
Dr. Toshi Yoshihara


Professor and John A. van Beuren Chair of Asia-Pacific Studies Strategy and Policy, Naval War College; Author of Red Star over the Pacific


Toshi Yoshihara holds the John A. van Beuren Chair of Asia-Pacific Studies and is an affiliate member of the China Maritime Studies Institute at the U.S. Naval War College. Previously, he was a visiting professor in the Strategy Department at the Air War College. Dr. Yoshihara has also served as an analyst at the Institute for Foreign Policy Analysis, RAND, and the American Enterprise Institute. He holds a Ph.D. from the Fletcher School of Law and Diplomacy, Tufts University, an M.A. from the School of Advanced International Studies, Johns Hopkins University, and a B.S. from the School of Foreign Service, Georgetown University. Dr. Yoshihara is the co-author of Red Star over the Pacific: China's Rise and the Challenge to U.S. Maritime Strategy (Naval Institute Press, 2010), Indian Naval Strategy in the Twenty-first Century (Rouledge, 2009), and Chinese Naval Strategy in the Twenty-first Century: The Turn to Mahan (Routledge, 2008). He is the co-editor of Nuclear Strategy in the Second Nuclear Age (Georgetown University Press, forthcoming) and Asia Looks Seaward: Power and Maritime Strategy (Praeger Security International, 2008).


VADM James M. Zortman, USN (Ret.)
VADM James M. Zortman, USN (Ret.)


former Commander, Naval Air Forces


Vice Admiral James M. Zortman's initial sea duty assignment was Damage Control Assistant aboard USS Gray (FF-1054). Following flight training in the A6 Intruder, subsequent sea duty and squadron assignments have included Attack Squadron 95 aboard USS Coral Sea (CV-43) and USS America (CV-66), Attack Squadron 128, Assistant Navigator aboard USS Constellation (CV-64) and Attack Squadron 95 aboard USS Enterprise (CVN-65).

Vice Adm. Zortman commanded the Medium Attack Warfare School Pacific, Attack Squadron 52 aboard USS Carl Vinson (CVN-70) and USS Kitty Hawk (CV-63), Carrier Air Wing 17 aboard Enterprise, and Carrier Group 7 and the USS John C. Stennis Battle Group participating in combat operations in support of Operation Enduring Freedom.

Staff billets have included Joint Staff Directorate of Operations (J-3), Chief of Naval Operations Strategic Studies Group Fellow, Executive Assistant to the Vice Chairman, Joint Chiefs of Staff, Director of Operations and Politico-Military Affairs on the staff of the Chief of Naval Operations and Commander, Naval Air Force, U.S. Atlantic Fleet. His most current assignment was as Commander, Naval Air Forces in San Diego.

His awards include the Defense Superior Service Medal, Legion of Merit, Bronze Star, Defense Meritorious Service Medal, Meritorious Service Medal, Air Medal, Navy Commendation Medal, Joint Service Achievement Medal, Navy Achievement Medal and various unit awards. Vice Adm. Zortman is a native of Onawa, Iowa. He attended the U.S. Naval Academy, graduating in 1973 with a degree in economics.


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