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Richard M. Castaldi
Academic Degrees:
Doctor of Philosophy in Strategic Management (1982)
Virginia Polytechnic Institute and State University
Minors in Finance and Marketing
Master of Science in Business Administration (1975)
University of Denver
Management major
Bachelor of Science in Business Administration (1974)
Northern Arizona University
Management major
Academic Appointments and courses taught:
Institute for Shipboard Education—Semester at Sea (summer 2009, fall 2011 & fall 2013):
University of Virginia (Academic Sponsor)
International Strategic Management
Business Ethics in a Global Environment
International Marketing
International Financial Management
Student evaluation average (2009) 1.18 (1=excellent, 5=poor)
San Francisco State University, 1988—2011
Awarded Professor Emeritus 2011
Promoted to Full Professor 1991
Seminar in Strategic Management (Graduate and Undergraduate)
Seminar in Analysis of International Competition (Graduate)
Principles of Management (Graduate and Undergraduate)
Meritorious Performance and Professional Promise Award (1989, 1990)
Student evaluation average 1.39 (1=excellent, 5=poor) 1988-2011
Groupe ESC Tours, France, Spring Semester 1994
Seminar in International Strategic Management (Graduate)
Seminar in Industry Analysis (Graduate)
Asturias Business School, Spain, Spring Semester 1992
Fundamentals of Management
Principles of Marketing
Student evaluation average 4.85 (1=lowest, 5=highest)
Shanghai International Business Institute, China, November 1989
Seminar in Strategic Management
A month-long seminar presented to Chinese Business Executives
San Diego State University, 1982-1988
Seminar in Policy Formulation (Graduate)
Business Planning (Graduate and Undergraduate)
Business Strategy and Integration
Fundamentals of Management
Teaching Commendation from Associate Dean of Academic Affairs (1984, 1986)
University of Rhode Island, 1980-1982
Administrative Policy and Decision Making (Graduate)
Business Policy
Small Business Management
Fundamentals of Management
Virginia Polytechnic Institute and State University, 1978-1980
Administrative Theory and Practice (Graduate)
Business Policy
Small Business Management
Marketing Management
Financial Institutions
Teaching Excellence Award from College of Business (1980)
University of Massachusetts, 1976-77
Corporate Finance
Federal Grants:
Co-Author and co-project director of a Business and International Education grant of $191,500
awarded by the U.S. Department of Education to create new academic and business community
outreach programs to improve the education and practice of international business and trade.
(July 2005–June 2007)
Author and project director of a Business and International Education grant of $178,000 awarded
by the U.S. Department of Education. (September 2001 to August 2003)
Author and project director of a Business and International Education grant of $172,500 awarded
by the U.S. Department of Education. (September 1999 to August 2001)
Author and project director of a Business and International Education grant of $177,000 awarded
by the U.S. Department of Education. (September 1996–August 1998)
Journal Publications:
An Analysis of Globalization Forces in the Wine Industry: Implications and Recommendations
for Wineries”, Journal of Global Marketing, Volume 21, Number 1, 2009 (with Mahmood
Hussain and Susan Cholette).
“Determinants of Wine Consumption of US Consumers: An Econometric Analysis”, International
Journal of Wine Business Research, Vol. 19, No. 1, 2007 (with Mahmood Hussain and
Susan Cholette).
“Globalization and the Emergence of New Business Models in the Wine Industry”, International
Business and Economic Research Journal, Vol. 4, No. 3, 2005 (lead author with Susan
Cholette and April Frederick).
“Globalization in the Wine Industry: Implications for Export Service Providers”, International
Journal of Wine Marketing, Vol. 16, No. 2, 2004 (lead author with Murray Silverman and
Sanjit Sengupta).
“The Globalization of Beringer Blass Wine Estates”, Case Research Journal, Vol. 23, No. 3,
2004 (with Armand Gilinsky and Raymond Lopez).
“Improving Export Performance: The Case of the U.S. Wine Industry”, Journal of Global
Marketing, Vol. 17, No. 1, 2003 (with Murray Silverman and Sanjit Sengupta).
“Export Assistance Needs of U.S. Wineries”, International Journal of Wine Marketing, Vol. 14,
No.1, 2002 (lead author with Murray Silverman and Sanjit Sengupta).
“Increasing the Effectiveness of Export Assistance Programs: The Case of the California
Environmental Technology Industry”, Journal of Global Marketing, Vol. 15, No. 3, 2002
(with Murray Silverman and Sanjit Sengupta).
“A Dependence – Trust Model of Export Alliance Performance in Small and Medium-sized
Enterprises (SME)” Journal of Transnational Management, Vol. 5, Issue 4, September 2000
(with Sanjit Sengupta and Murray Silverman).
“In Search of Greener Pastures: The San Francisco Bay Area Environmental Technology
Industry.” Management Review, Vol. 11, No.2, 1999 (lead author with Murray Silverman
and Sanjit Sengupta).
“The Intermediary Service Requirements of Canadian and American Exporters.” International
Marketing Review, Vol. 9, No. 2, 1992 (lead author with Alex F. DeNoble and Jeff Kantor).
“Antecedents and Propensity for Diversification: A Focus on Small Banks,” Journal of Small
Business Management, Vol. 30, No. 2, 1992 (with Murray Silverman).
“The Influence of Technological Volatility on CEO Work Roles.” Journal of Management
Systems, Vol. 2, No. 1, 1990 (lead author with Mark Schlitt).
“Psychological Antecedents of Work Role Perceptions of Business Founders and Managers.”
Journal of Business Strategies, Vol. 7, No. 1, 1990 (lead author with Kenneth E. Marino).
“Contrasts in East Asian Management Practices.” Journal of Management in Practice, Vol. 2,
No. 1, 1990 (lead author with Tjipjanto Soerjanto).
“Content Analysis in Entrepreneurship Research: The Case of Initial Public Offerings.”
Entrepreneurship: Theory and Practice, Vol. 14, No. 1, 1989 (with Kenneth E. Marino and
Mark Dollinger).
“Export Intermediaries: Small Business Perception of Services and Performance.” Journal of
Small Business Management, Vol. 27, No.2, April 1989 (with Alex F. DeNoble and Don
Moliver).
“The Influence of Position Tenure on CEO Work Roles.” Journal of Applied Business Research,
Vol. 4, No. 1, Winter 1988.
“An Analysis of the Work Roles of CEO’s of Small Firms.” American Journal of Small
Business, Vol. 11, No. 1, Summer 1986.
“Board of Directors in Small Corporations: An Untapped Resource.” American Journal of Small
Business, Vol. 9, No. 2, Fall 1984 (lead author with Max S. Wortman, Jr.).
Conference Presentations and Proceedings:
“An Analysis of the Wine Industry in China and Recommendations for US Exporters”, 4th
International Conference of the Academy of Wine Business Research, July, 2008 (lead
author with Mahmood Hussain and Michael Wang).
“A Country-Level Analysis of Competitive Advantage in the Wine Industry”, International Wine
Business & Marketing Conference, July, 2006 (lead author with Susan Cholette and
Mahmood Hussain).
“Determinants of Wine Consumption of US Consumers: An Econometric Analysis”,
Proceedings, International Wine Business & Marketing Conference, July, 2006 (with
Mahmood Hussain and Susan Cholette). This paper was nominated for Best Paper of the
Conference Award.
“Analyzing the US Retail Wine Market Using Price and Consumer Segmentation Models”,
Second International Wine Symposium, July 2005, (with Susan Cholette).
“The Globalization of the Wine Industry: Implications for Old and New World Producers”,
Proceedings, International Business and Economy Conference, January, 2005 (with Susan
Cholette and April Frederick).
“Globalization and the Emergence of New Business Models in the Wine industry”, Proceedings,
International Business and Economic Research Conference, October, 2004 (lead author with
Susan Cholette and April Frederick).
“The Globalization of Beringer Blass Wine Estates”, Western Casewriter’s Association
Conference, April 2003 (with Armand Gilinsky and Raymond Lopez).
“Diageo, PLC”, Western Casewriter’s Association Conference, April 2003 (with Armand
Gilinsky).
“Best Practices for Boosting Exports by U.S. Wineries”, Strategic Management Society
Conference, September 2002 (with Sanjit Sengupta).
“Globalization in the U.S. Wine Industry: Implications for Export Service Providers”, Western
Academy of Management Conference, March 2002 [lead author with Murray Silverman and
Sanjit Sengupta].
“An Empirical Test of a Model of Export Performance for US Wineries”, International
Conference on Globalization of Business and Markets, Management Development Institute,
December 2001 [with Sanjit Sengupta and Murray Silverman].
“Competition in the Global Wine Industry: A U.S. Perspective”, North American Case Research
Association Conference, October, 2001 (with Murray Silverman, Sally Baack and Greg
Sorlien).
“Improving the Export Performance of U.S. Wineries”, Academy of Management Conference,
August 2001 (with Murray Silverman and Sanjit Sengupta).
“The Performance of U.S. Wineries in the Global Marketplace”, Western Academy of
Management Conference, April 2001 (with Murray Silverman and Sanjit Sengupta).
“Competition in the Global Wine Industry: A U.S. Perspective”, Western Casewriter’s
Association Conference, April 2001 (with Murray Silverman, Sally Baack and Greg
Sorlien).
“Direct and Indirect Export Channel Decisions: Product and Firm Characteristics in the U.S.
Wine Industry”, Proceedings, International Applied Business Research Conference, March
2001 (with Ken Marino, Sanjit Sengupta and Murray Silverman).
“A Dependence – Trust Model of Export Alliance Performance in SME’s”. Proceedings,
International Management Development Association’s Eighth World Business Conference,
July 1999 (with Sanjit Sengupta and Murray Silverman). This paper won the Best Paper of
the Conference Award.
Conference presentations from 1984 to 1999 available upon request.
“Globalization and the Emergence of New Business Models in the Wine industry”, Proceedings,
International Business and Economic Research Conference, October, 2004 (lead author with
Susan Cholette and April Frederick).
“The Globalization of Beringer Blass Wine Estates”, Western Casewriter’s Association
Conference, April 2003 (with Armand Gilinsky and Raymond Lopez).
“Diageo, PLC”, Western Casewriter’s Association Conference, April 2003 (with Armand
Gilinsky).
“Best Practices for Boosting Exports by U.S. Wineries”, Strategic Management Society
Conference, September 2002 (with Sanjit Sengupta).
“Globalization in the U.S. Wine Industry: Implications for Export Service Providers”, Western
Academy of Management Conference, March 2002 [lead author with Murray Silverman and
Sanjit Sengupta].
“An Empirical Test of a Model of Export Performance for US Wineries”, International
Conference on Globalization of Business and Markets, Management Development Institute,
December 2001 [with Sanjit Sengupta and Murray Silverman].
“Competition in the Global Wine Industry: A U.S. Perspective”, North American Case Research
Association Conference, October, 2001 (with Murray Silverman, Sally Baack and Greg
Sorlien).
“Improving the Export Performance of U.S. Wineries”, Academy of Management Conference,
August 2001 (with Murray Silverman and Sanjit Sengupta).
“The Performance of U.S. Wineries in the Global Marketplace”, Western Academy of
Management Conference, April 2001 (with Murray Silverman and Sanjit Sengupta).
“Competition in the Global Wine Industry: A U.S. Perspective”, Western Casewriter’s
Association Conference, April 2001 (with Murray Silverman, Sally Baack and Greg
Sorlien).
“Direct and Indirect Export Channel Decisions: Product and Firm Characteristics in the U.S.
Wine Industry”, Proceedings, International Applied Business Research Conference, March
2001 (with Ken Marino, Sanjit Sengupta and Murray Silverman).
“A Dependence – Trust Model of Export Alliance Performance in SME’s”. Proceedings,
International Management Development Association’s Eighth World Business Conference,
July 1999 (with Sanjit Sengupta and Murray Silverman). This paper won the Best Paper of
the Conference Award.
Conference presentations from 1984 to 1999 available upon request.

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CV Castaldi 2015

  • 1. Richard M. Castaldi Academic Degrees: Doctor of Philosophy in Strategic Management (1982) Virginia Polytechnic Institute and State University Minors in Finance and Marketing Master of Science in Business Administration (1975) University of Denver Management major Bachelor of Science in Business Administration (1974) Northern Arizona University Management major Academic Appointments and courses taught: Institute for Shipboard Education—Semester at Sea (summer 2009, fall 2011 & fall 2013): University of Virginia (Academic Sponsor) International Strategic Management Business Ethics in a Global Environment International Marketing International Financial Management Student evaluation average (2009) 1.18 (1=excellent, 5=poor) San Francisco State University, 1988—2011 Awarded Professor Emeritus 2011 Promoted to Full Professor 1991 Seminar in Strategic Management (Graduate and Undergraduate) Seminar in Analysis of International Competition (Graduate) Principles of Management (Graduate and Undergraduate) Meritorious Performance and Professional Promise Award (1989, 1990) Student evaluation average 1.39 (1=excellent, 5=poor) 1988-2011 Groupe ESC Tours, France, Spring Semester 1994 Seminar in International Strategic Management (Graduate) Seminar in Industry Analysis (Graduate)
  • 2. Asturias Business School, Spain, Spring Semester 1992 Fundamentals of Management Principles of Marketing Student evaluation average 4.85 (1=lowest, 5=highest) Shanghai International Business Institute, China, November 1989 Seminar in Strategic Management A month-long seminar presented to Chinese Business Executives San Diego State University, 1982-1988 Seminar in Policy Formulation (Graduate) Business Planning (Graduate and Undergraduate) Business Strategy and Integration Fundamentals of Management Teaching Commendation from Associate Dean of Academic Affairs (1984, 1986) University of Rhode Island, 1980-1982 Administrative Policy and Decision Making (Graduate) Business Policy Small Business Management Fundamentals of Management Virginia Polytechnic Institute and State University, 1978-1980 Administrative Theory and Practice (Graduate) Business Policy Small Business Management Marketing Management Financial Institutions Teaching Excellence Award from College of Business (1980) University of Massachusetts, 1976-77 Corporate Finance
  • 3. Federal Grants: Co-Author and co-project director of a Business and International Education grant of $191,500 awarded by the U.S. Department of Education to create new academic and business community outreach programs to improve the education and practice of international business and trade. (July 2005–June 2007) Author and project director of a Business and International Education grant of $178,000 awarded by the U.S. Department of Education. (September 2001 to August 2003) Author and project director of a Business and International Education grant of $172,500 awarded by the U.S. Department of Education. (September 1999 to August 2001) Author and project director of a Business and International Education grant of $177,000 awarded by the U.S. Department of Education. (September 1996–August 1998) Journal Publications: An Analysis of Globalization Forces in the Wine Industry: Implications and Recommendations for Wineries”, Journal of Global Marketing, Volume 21, Number 1, 2009 (with Mahmood Hussain and Susan Cholette). “Determinants of Wine Consumption of US Consumers: An Econometric Analysis”, International Journal of Wine Business Research, Vol. 19, No. 1, 2007 (with Mahmood Hussain and Susan Cholette). “Globalization and the Emergence of New Business Models in the Wine Industry”, International Business and Economic Research Journal, Vol. 4, No. 3, 2005 (lead author with Susan Cholette and April Frederick). “Globalization in the Wine Industry: Implications for Export Service Providers”, International Journal of Wine Marketing, Vol. 16, No. 2, 2004 (lead author with Murray Silverman and Sanjit Sengupta).
  • 4. “The Globalization of Beringer Blass Wine Estates”, Case Research Journal, Vol. 23, No. 3, 2004 (with Armand Gilinsky and Raymond Lopez). “Improving Export Performance: The Case of the U.S. Wine Industry”, Journal of Global Marketing, Vol. 17, No. 1, 2003 (with Murray Silverman and Sanjit Sengupta). “Export Assistance Needs of U.S. Wineries”, International Journal of Wine Marketing, Vol. 14, No.1, 2002 (lead author with Murray Silverman and Sanjit Sengupta). “Increasing the Effectiveness of Export Assistance Programs: The Case of the California Environmental Technology Industry”, Journal of Global Marketing, Vol. 15, No. 3, 2002 (with Murray Silverman and Sanjit Sengupta). “A Dependence – Trust Model of Export Alliance Performance in Small and Medium-sized Enterprises (SME)” Journal of Transnational Management, Vol. 5, Issue 4, September 2000 (with Sanjit Sengupta and Murray Silverman). “In Search of Greener Pastures: The San Francisco Bay Area Environmental Technology Industry.” Management Review, Vol. 11, No.2, 1999 (lead author with Murray Silverman and Sanjit Sengupta). “The Intermediary Service Requirements of Canadian and American Exporters.” International Marketing Review, Vol. 9, No. 2, 1992 (lead author with Alex F. DeNoble and Jeff Kantor). “Antecedents and Propensity for Diversification: A Focus on Small Banks,” Journal of Small Business Management, Vol. 30, No. 2, 1992 (with Murray Silverman). “The Influence of Technological Volatility on CEO Work Roles.” Journal of Management Systems, Vol. 2, No. 1, 1990 (lead author with Mark Schlitt). “Psychological Antecedents of Work Role Perceptions of Business Founders and Managers.” Journal of Business Strategies, Vol. 7, No. 1, 1990 (lead author with Kenneth E. Marino). “Contrasts in East Asian Management Practices.” Journal of Management in Practice, Vol. 2, No. 1, 1990 (lead author with Tjipjanto Soerjanto).
  • 5. “Content Analysis in Entrepreneurship Research: The Case of Initial Public Offerings.” Entrepreneurship: Theory and Practice, Vol. 14, No. 1, 1989 (with Kenneth E. Marino and Mark Dollinger). “Export Intermediaries: Small Business Perception of Services and Performance.” Journal of Small Business Management, Vol. 27, No.2, April 1989 (with Alex F. DeNoble and Don Moliver). “The Influence of Position Tenure on CEO Work Roles.” Journal of Applied Business Research, Vol. 4, No. 1, Winter 1988. “An Analysis of the Work Roles of CEO’s of Small Firms.” American Journal of Small Business, Vol. 11, No. 1, Summer 1986. “Board of Directors in Small Corporations: An Untapped Resource.” American Journal of Small Business, Vol. 9, No. 2, Fall 1984 (lead author with Max S. Wortman, Jr.). Conference Presentations and Proceedings: “An Analysis of the Wine Industry in China and Recommendations for US Exporters”, 4th International Conference of the Academy of Wine Business Research, July, 2008 (lead author with Mahmood Hussain and Michael Wang). “A Country-Level Analysis of Competitive Advantage in the Wine Industry”, International Wine Business & Marketing Conference, July, 2006 (lead author with Susan Cholette and Mahmood Hussain). “Determinants of Wine Consumption of US Consumers: An Econometric Analysis”, Proceedings, International Wine Business & Marketing Conference, July, 2006 (with Mahmood Hussain and Susan Cholette). This paper was nominated for Best Paper of the Conference Award. “Analyzing the US Retail Wine Market Using Price and Consumer Segmentation Models”, Second International Wine Symposium, July 2005, (with Susan Cholette). “The Globalization of the Wine Industry: Implications for Old and New World Producers”, Proceedings, International Business and Economy Conference, January, 2005 (with Susan Cholette and April Frederick).
  • 6. “Globalization and the Emergence of New Business Models in the Wine industry”, Proceedings, International Business and Economic Research Conference, October, 2004 (lead author with Susan Cholette and April Frederick). “The Globalization of Beringer Blass Wine Estates”, Western Casewriter’s Association Conference, April 2003 (with Armand Gilinsky and Raymond Lopez). “Diageo, PLC”, Western Casewriter’s Association Conference, April 2003 (with Armand Gilinsky). “Best Practices for Boosting Exports by U.S. Wineries”, Strategic Management Society Conference, September 2002 (with Sanjit Sengupta). “Globalization in the U.S. Wine Industry: Implications for Export Service Providers”, Western Academy of Management Conference, March 2002 [lead author with Murray Silverman and Sanjit Sengupta]. “An Empirical Test of a Model of Export Performance for US Wineries”, International Conference on Globalization of Business and Markets, Management Development Institute, December 2001 [with Sanjit Sengupta and Murray Silverman]. “Competition in the Global Wine Industry: A U.S. Perspective”, North American Case Research Association Conference, October, 2001 (with Murray Silverman, Sally Baack and Greg Sorlien). “Improving the Export Performance of U.S. Wineries”, Academy of Management Conference, August 2001 (with Murray Silverman and Sanjit Sengupta). “The Performance of U.S. Wineries in the Global Marketplace”, Western Academy of Management Conference, April 2001 (with Murray Silverman and Sanjit Sengupta). “Competition in the Global Wine Industry: A U.S. Perspective”, Western Casewriter’s Association Conference, April 2001 (with Murray Silverman, Sally Baack and Greg Sorlien). “Direct and Indirect Export Channel Decisions: Product and Firm Characteristics in the U.S. Wine Industry”, Proceedings, International Applied Business Research Conference, March 2001 (with Ken Marino, Sanjit Sengupta and Murray Silverman). “A Dependence – Trust Model of Export Alliance Performance in SME’s”. Proceedings, International Management Development Association’s Eighth World Business Conference, July 1999 (with Sanjit Sengupta and Murray Silverman). This paper won the Best Paper of the Conference Award. Conference presentations from 1984 to 1999 available upon request.
  • 7. “Globalization and the Emergence of New Business Models in the Wine industry”, Proceedings, International Business and Economic Research Conference, October, 2004 (lead author with Susan Cholette and April Frederick). “The Globalization of Beringer Blass Wine Estates”, Western Casewriter’s Association Conference, April 2003 (with Armand Gilinsky and Raymond Lopez). “Diageo, PLC”, Western Casewriter’s Association Conference, April 2003 (with Armand Gilinsky). “Best Practices for Boosting Exports by U.S. Wineries”, Strategic Management Society Conference, September 2002 (with Sanjit Sengupta). “Globalization in the U.S. Wine Industry: Implications for Export Service Providers”, Western Academy of Management Conference, March 2002 [lead author with Murray Silverman and Sanjit Sengupta]. “An Empirical Test of a Model of Export Performance for US Wineries”, International Conference on Globalization of Business and Markets, Management Development Institute, December 2001 [with Sanjit Sengupta and Murray Silverman]. “Competition in the Global Wine Industry: A U.S. Perspective”, North American Case Research Association Conference, October, 2001 (with Murray Silverman, Sally Baack and Greg Sorlien). “Improving the Export Performance of U.S. Wineries”, Academy of Management Conference, August 2001 (with Murray Silverman and Sanjit Sengupta). “The Performance of U.S. Wineries in the Global Marketplace”, Western Academy of Management Conference, April 2001 (with Murray Silverman and Sanjit Sengupta). “Competition in the Global Wine Industry: A U.S. Perspective”, Western Casewriter’s Association Conference, April 2001 (with Murray Silverman, Sally Baack and Greg Sorlien). “Direct and Indirect Export Channel Decisions: Product and Firm Characteristics in the U.S. Wine Industry”, Proceedings, International Applied Business Research Conference, March 2001 (with Ken Marino, Sanjit Sengupta and Murray Silverman). “A Dependence – Trust Model of Export Alliance Performance in SME’s”. Proceedings, International Management Development Association’s Eighth World Business Conference, July 1999 (with Sanjit Sengupta and Murray Silverman). This paper won the Best Paper of the Conference Award. Conference presentations from 1984 to 1999 available upon request.