Mark Kennedy: Navigating Geopolitical Competition

Russia’s invasion of Ukraine suddenly rendered business in the region impossible, resulting in mass exoduses and write-offs. New tariffs seek to shift sourcing patterns. Export controls to preserve an edge in the intense competition for technology leadership force division in a once unified global market.

Geopolitical strategic competition plays out across many domains, including global governance, alliances, technology, military, economics, supply chain, energy, trade, and development aid. The actions of governments around the world have profound consequences for businesses. Political dynamics in the United States and other nations make the direction of future activities uncertain.

Drawing on a wide range of global leadership experiences in business, government, and academia, Mark Kennedy will help you interpret current conditions, consider possible future actions and explore the implications for business.

Online seminar held at Graduate School of Management, GLOBIS University in Tokyo, September 12, 2022.

Speaker:
Mark Kennedy is a Public Policy Fellow with the Wilson Center for International Scholars and a United States Air and Space Forces Civic Leader supporting the Secretary of the Air Force. A first-generation college graduate, Kennedy has led at the highest levels of academia, government, and business.

He served as President of the University of Colorado and President of the University of North Dakota. Mark led a graduate school at George Washington University, taught at Johns Hopkins University and authored Shapeholders: Business Success in the Age of Activism, published by Columbia University.
Kennedy served as a United States Congressman (Minnesota) and as a presidentially appointed trade advisor under both President George W. Bush and President Barack Obama. John King of CNN said, "Kennedy doesn't ignore the elephant in the room; to the contrary, he looks it straight in the eye" and Fred Barnes of FOX News called Kennedy, “Bold and smart.”

Mark was treasurer of the company known today as Macy’s, helped Pillsbury buy and expand Häagen-Dazs and served in a global role for Accenture. Kennedy founded the Economic Club of Minnesota and is a member of the Council on Foreign Relations. He earned a bachelor’s degree from St. John’s University and a Master’s in Business Administration with distinction from the University of Michigan.

Chapters:
00:00 Introduction
02:37 Unprecedented challenge to America’s hegemony
05:24 Reasons for optimism
07:48 From a state of cooperation to a state of competition
10:30 USA-Allies’ Goals of Competition
12:32 Democracy vs Authoritarian
13:07 Rules Based Order
13:53 Alliances
15:22 Disinformation
16:00 Technology
17:14 Restrictions
18:20 Digital Security
18:56 Military & Space
21:12 Nuclear
21:50 Sanctions
22:25 Supply Chain
24:47 Energy
26:18 Global South
28:08 Trade
30:17 Infrastructure
30:39 Business Implications: Lessons from Russia
30:59 Business Implications: Less Optimism About China
31:39 Business Implications: Don’t Overreact or Under-react
34:40 Business Implications: Prepare for Others to Overreact
36:20 Business Implications: If, When, What
38:03 Business Implications: Future Path

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