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FrancescaMcCann/JonFreedman–ENVS673660–Fall2018
TheFutureofWaterWater,Business,Environment,Sustainability
ENVS673660Fall2018Mon5:30pm
Waterisafundamentalhumanright,butitisalsoa$450billionglobalindustrygrowingat2to3xGDP.FromWallStreettoruralSub-SaharanAfrica,technologyinnovationtoaginginfrastructure–thiscoursewillexploretheimpactofwaterandconsiderwhatfutureleadersneedtoknowaboutthedynamicsoftheindustry,investmentandbusinessopportunities,andwater-relatedrisk.Opportunitiesforwaterareboomingaroundtheworld,inlargepartbecauseofexistingorloomingshortagesanddecadesofunderinvestment,populationgrowth,rapidindustrializationandurbanization,pollution,andclimatechange.Wateristheonlyirreplaceablenaturalresourceontheplanet.Itscriticalroleineveryaspectoftheglobaleconomy,could,infact,leadittobethenextgoldorthenextoil.Thecourse:Thiscoursewilladdressthefundamentalsofthebusinessofwater.Thefutureofwaterwillbecriticaltoourglobaleconomic,socialandpoliticaldevelopmentandwilllikelybecomeoneofthemostinfluentialfactorsinbusinessdecisionsofthefuture.Furthermore,itisfundamentalforleadersacrossallsectors–frompharmaceuticalstofinancials,energytoagriculture–tounderstandhowtosustainablymanageandaccountforwaterresources,capitalizeonnewtechnologies,mitigatewater-relatedrisksandnavigatethroughcomplexanddynamicpolicyandregulation.Thecoursewillengagestudentsinhighleveldiscussionandstrategyformation,challengingthemtodevelopcreativeandsustainablesolutionstosomeofthegreatestchallengesfacingbusinessandwaterindustryleaderstoday.Interactivesessionsandprojectswillprovideanintroductiontoappropriatelymanaging,valuingandinvestinginwaterassetstocreatecompellingbusinessopportunities.
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FrancescaMcCann/JonFreedman–ENVS673660–Fall2018
TheFutureofWaterLectureSchedule
ENVS673660Fall2018Mon5:30pm
(Lectureschedulesubjecttochange)
Date Topic
Sept10
ClassoutlineOverviewoftheglobalwaterindustry
Sept17
WaterpolicyandgovernanceEconomicsofwater
Sept24 WaterCSRandStewardshipInitiatives–Part1
Oct1
WaterCSRandStewardshipInitiatives–Part2/Waterriskandwaterfootprintingoverview
Oct8 Waterriskandwaterfootprintingtools
Oct15
CaseStudy:Howwaterpolicy,economics&riskplayoutinSaudiArabiavs.Brazilvs.California
Oct22
Waterreuse:Anin-depthlookWatertreatmenttechnology:Development,deploymentandmanagement
October29 OpinionPapersDue.Noclass(fieldtriponNov2replacesOct29class)Electronicsubmissionby10pm.
*Nov2
Adayinthelifeofawaterindustrylobbyist–(FieldtriptoWashingtonDConFriday,November2toreplaceOct29class)
Nov5 Globalwaterinfrastructuredevelopment
Nov12
InvestinginWater–Part1Early-stagewaterinvestment,institutionalinvestmentandcorporateactivity
Nov19
InvestinginWater–Part2Public-PrivatePartnershipsinWater
Nov26 TheWater-EnergyNexus
Dec3
Finalpresentations
Dec10 Finalpresentations
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FrancescaMcCann/JonFreedman–ENVS673660–Fall2018
TheFutureofWaterCourseDetails
ENVS673660Fall2018Mon5:30pm
ClassFormat Lecture,casestudies,classdiscussion,groupprojectandpresentation,guestspeakers
CourseGrading
• Groupprojectandpresentation–45%• OpinionPaper–25%• Classparticipation–30%
Groupprojectandpresentation(45%)
Selectadistinctchallengeorpainpointforacompany,municipalityorotherentity.Thiscanbeininfrastructureprovision,regulation,knowledge,technology,public-privatesectorcollaboration,investment,communityengagement,risk,oranyotherarea.Developabusinessmodeltobestresolvethechallenge,addressingissuessuchasfunding,management,risk,policy,regulationandsustainability,etc.Accountfordirectandindirectrisks,costsandenvironmentalimpacts.Addressthesustainabilityofthesolutionaswellasareasofpotentialchallengeorconflict.Speaktohowyouwouldturnyourproposedmodelintoareal-lifesolution–takingitfromtheclassroomtotheboardroom.
Wewilldiscusstheproject,resourcesandgradingcriteriaingreaterdetailinthefirstsession.
Shortwrittenassignment(25%)
OpinionPaper–Thecoursewillincludeonebriefwrite-uponachoiceofthreetopicsintroducedinthecoursediscussion.Theshortopinionpaper(800-1200words)ismeanttochallengeyouonfundamentalaspectsofthewaterindustryandtheenvironmental,social,economicanddimensionsoftheindustry.Inthewrite-up,youshouldbeabletodefendastrongpointofview(infavororagainst),andusefactsandanalyticalframeworkstosupportyourargument.
Participation(30%)
Participationincludescontributingtoclassdiscussionsandsmallgroupexercises,makingpresentationsinclass,sharingrelevantnewsitems,andparticipatinginteamprojects.Theexpectationwillbethatallreadingsandassignmentsarecompletedinadvanceoftheclassforwhichtheyareassigned.
OfficeHours Byappointment
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FrancescaMcCann/JonFreedman–ENVS673660–Fall2018
TheFutureofWaterCourseDetails
ENVS673660Fall2018Mon5:30pm
Reading
Specificreadingswillbeassignedinadvanceofeachclass
Recommendedreadingforgeneralbackground
• DrinkingWater:AHistory,JamesSaltzman• BlueRevolution:UnmakingAmerica'sWaterCrisis,CynthiaBarnett• Unquenchable:America'sWaterCrisisandWhatToDoAboutIt,RobertGlennon
Additionalresources
• TheRippleEffect:TheFateofFreshWaterintheTwenty-FirstCentury,AlexPrud'homme• TheFutureofWater,SteveMaxwell• BlueGold:TheFighttoStoptheCorporateTheftoftheWorld'sWater,MaudeBarlow,TonyClarke• TheBigThirst:TheSecretLifeandTurbulentFutureofWater,CharlesFishman• TheWorld'sWaterVolume7:TheBiennialReportonFreshwaterResources,PeterH.Gleick• TheAtlasofWater,SecondEdition:MappingtheWorld'sMostCriticalResource,MaggieBlackand
JannetKing• WaterResourceEconomics:TheAnalysisofScarcity,Policies,andProjects,RonaldC.Griffin• DeterminingtheEconomicValueofWater:ConceptsandMethods,RobertA.Young• CadillacDesert:TheAmericanWestandItsDisappearingWater,RevisedEdition,MarcReisner• Water:TheEpicStruggleforWealth,Power,andCivilization,StevenSolomon• TheGreatThirst:CaliforniansandWater-AHistory,RevisedEdition,NorrisHundley• BottledandSold:TheStoryBehindOurObsessionwithBottledWater,PeterH.Gleick• TheNileRiverBasin:Water,Agriculture,GovernanceandLivelihoods,SeleshiBekeleAwulachew,
VladimirSmahktin,DavidMoldenandDonPeden
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FrancescaMcCann/JonFreedman–ENVS673660–Fall2018
AbouttheProfessorsJonFreedmanandFrancescaMcCann
JonFreedman,SeniorVicePresident,GlobalGovernmentAffairsatSUEZ-WaterTechnologies&Solutions
JonFreedmanleadsGlobalGovernmentAffairs&Policyforthemulti-billiondollarSuezWaterTechnologies&Solutions.Beforetakingonthegovernmentaffairsroles,hewasadirectorinGE'sCorporateMarketingInitiativesGroup,wherehereportedtoGE’sChiefMarketingOfficerandhehelpedleadthecreationofGE'sglobalenvironmentalsustainabilityinitiativecalledEcomagination.FreedmanoriginallyjoinedGEasaGlobalBusinessDevelopmentLeaderwithGEEnergy,wherehehelpedGEcreateaglobalwaterbusinessbyinitiatingandleadingacquisitionsofNYSE-listedcompanies.HeinitiatedwhatturnedouttobethreeofthefiveacquisitionsthatGEmadeoveraseveralyearperiodtocreatewhattodayisoneoftheworld’sleadingadvancedwatertreatmentcompanieswithmorethan8,000employeesin130countriesaroundtheworld.BeforejoiningGE,Mr.FreedmanworkedinvariousseniorleadershiprolesforSuezWater,bothintheUnitedStatesandinParis,France.HisrolesincludedVicePresident&GeneralCounselforSuezWater’sU.S.realestatebusinessunit,andDirectorofBusinessDevelopmentfortheWesternU.S.Mr.FreedmanearnedaBAfromtheUniversityofVirginia,aJDfromWilliam&MaryLawSchool,andanMBAinFinancefromTheWhartonSchooloftheUniversityofPennsylvania.FrancescaMcCann,BusinessDevelopmentDirector,infraManagementGroup(aBlack&VeatchCompany)
Ms.McCannhasbeenattheforefrontofwaterstrategy,projectdevelopmentandinvestmentforoveradecade.Ms.McCanncurrentlyservesastheBusinessDevelopmentDirectorforinfraManagementGroup(iMG),awholly-ownedsubsidiaryofBlack&Veatch.In2008,Ms.McCannfoundedGlobalWaterStrategies,aninvestment,strategyandpolicyadvisoryfirmforcorporatewaterstrategy,waterinvestments,public-privatepartnerships(PPPs),waterreuseandtheenergy-waternexus.PriortofoundingGlobalWaterStrategies,Ms.McCanncoveredthewatersectorforWallStreetforsevenyears,whereshebuiltanicheresearchproductforinstitutionalinvestors.Ms.McCannservedasCEOofAbengoaWaterUSA,wheresheledtheteamtothesuccessfulcontractingoftheVistaRidgeProjectinSanAntonio,TX.The$3.4billionProjectisthefirstofitskind,large-scalewatersupplypublic-privatepartnershipintheU.S.andwillsupply50,000acft/yearofwatertotheCityofSanAntonioovera30-yearperiod.
Ms.McCannhasbeenfeaturedinprintandontelevisionincludingtheNewYorkTimes,BusinessWeek,Barron’s,BloombergandMSNBC.ShefrequentlyspeaksatprominentwaterconferencesintheU.S.andabroad.Shehasalsobeenpublishedinnumerousindustryjournalsandisregularlycitedintradepublicationsforheranalysisoftheenvironmentalandwaterindustries.Ms.McCannspeaksfourlanguagesandhaslivedinAsia,LatinAmerica,andEurope.HerprofessionalcareerincludesaPoliticalAppointmentattheU.S.DepartmentofEnergyandLatinAmericantradepolicyattheU.S.ChamberofCommerce.SheholdsaBAinInternationalPolitical-EconomyfromColoradoCollegeandanMBAfromtheUCLAAndersonSchoolwithaconcentrationinInternationalManagementandFinance.
