The Counter-Terrorism and Irregular Warfare (CTIW) Team at the Daniel K. Inouye Asia-Pacific Center for Security Studies is hosting a virtual workshop from 8-11 March 2021 focused on “Gray Zone Activities in Great Power Competition.”

The workshop will feature a variety of distinguished US and Partner-Nation experts from government, defense, academia, think-tanks, and industry to discuss the recently released US National Defense Strategy – Irregular Warfare (IW) Annex, social media and big data influences, special operations, political warfare, China’s military modernization as it applies to gray zone activities, security cooperation and partner engagements in areas short of conflict, and other exciting topics of strategic interest. Please join us for this timely and informative event!

Workshop Dates:  8-11 March 2021
Time:   Each day from 1300-1700 hours, HAWAII STANDARD TIME (HST), (UTC-10)
Schedule:  Speaker presentation schedule will be updated here at a later date

If you have not registered yet, please do so at…

Zoom Registration

List of Distinguished Presenters

(Note there will be more presenters added here as they are confirmed)

Daniel “Deak” Roh
Principal Director (Acting)
Special Operations & Combatting Terrorism,
Office of the Secretary of Defense (Policy)

Daniel “Deak” Roh is the Principal Director (Acting) within the office of Special Operations & Combating Terrorism (SOCT) of the Office of the Assistant Secretary of Defense for Special Operations/Low Intensity Conflict (SO/LIC). In this capacity, he serves as the deputy to the DASD, focused on integrating and broadening cross-DASD collaboration and representing the DASD-ship in inter-OSD discussions and processes. He also assists with related interdepartmental and interagency coordination.

From July 2017 until December 2020, Deak served as the Director for Irregular Warfare Policy. He was tasked to stand up the directorate with the express purpose of revamping DoD policy on Irregular Warfare, and was the OSD lead for the development of the 2019 Irregular Warfare Annex to the National Defense Strategy.

Prior to his current position, Deak was the Russia Policy Chief, OSD Policy International Security Affairs, from 2014 to mid-2017. During this time, he led the Russia Team in developing initiatives for the Secretary of Defense regarding the Russian Federation’s aggression against Ukraine, a review of the Department’s planning for the Defense of NATO against Russian aggression, and reorientation of the Department’s posture to account for great power competition regarding Russia.

Deak has worked for multiple administrations in the Office of the Secretary of Defense over the past 20 years, focusing primarily on European and Eurasian security and defense issues. Other previous assignments include Country Director, United Kingdom and Ireland; Country Director, Romania and Bulgaria; and Junior Country Director, Russia.

He holds an MA from the Catholic University of America, a BA from the Pennsylvania State University, both in international affairs, and is a graduate of the Department of Defense Executive Leadership Development Program. He is the recipient of the Secretary of Defense Meritorious Civilian Service award, Office of the Secretary of Defense Exceptional Civilian Service Award with Oak Leaf, and the International Security Affairs Impact Award. Deak is a resident of Washington D.C.

Workshop Presentation Topic: The new Irregular Warfare Annex to the US National Defense Strategy.

Ms. Raquel Garbers
Director General Strategic Defence Policy, ADM Pol, Canadian Department of National Defense

Ms. Garbers began her career at the Privy Council Office, where she served on a small team providing strategic advice on managing the international aspects of Canada’s national unity strategy. She then moved to the security and intelligence field, where she held a number of increasingly senior posts. Her work in this area included positions as an intelligence analyst, the senior officer for Cabinet affairs on national security and foreign policy issues, and the senior advisor to the Prime Minister’s National Security Advisor.

In 2009, Ms. Garbers left the civil service to share her time between her young children and work as an independent consultant. During this period, she specialized in assisting Canada’s national security and intelligence agencies to obtain the policy, legal and funding authorities required to keep pace with changes in the national and international security environments. When her children entered full-time school, Ms. Garbers returned to the civil service as a member of the Department of National Defence. Following her time as Deputy Director General, International Security Policy, she took on the role of Chief of Staff to the President of the Canada Border Services Agency. Ms. Garbers returned to the Defence Team in April 2018 as Director General, Strategic Defence Policy.

Ms. Garbers holds a B.A. (Hons.) in Political Science from Toronto’s York University, M.A. in International Affairs from the Norman Paterson School of International Affairs at Carleton University, and certificate in French Language Studies from Laval University.

Workshop Presentation Topic: “Military Equities in Below Threshold Conflict Across the DIME.” Strategies and statecraft that define today’s hostile state activities across the DIME with a view to surfacing the military equities at play and asking the question, “In a democracy, what role should militaries play in whole-of-nation efforts to counter Below Threshold Conflict?”

David S. Maxwell

Colonel, US Army Special Forces (Ret), Foundation for Defense of Democracies

David S. Maxwell is a Senior Fellow at the Foundation for Defense of Democracies. He is a 30-year veteran of the US Army, retiring as a Special Forces Colonel. He served over 20 years in Asia, primarily in Korea, Japan, and the Philippines. Colonel Maxwell served on the United Nations Command / Combined Forces Command / United States Forces Korea CJ3 staff where he was a planner for UNC/CFC and co-author of the original ROK JCS – UNC/CFC CONPLAN. He later served as the Director of Plans, Policy, and Strategy and then Chief of Staff for the Special Operations Command Korea. He commanded the Joint Special Operations Task Force Philippines (JSOTF-P), served as the G3 for the United States Army Special Operations Command and culminated his service as a member of the military faculty at the National War College.

Following retirement, he served as the Associate Director of the Security Studies Program at Georgetown University’s School of Foreign Service. Colonel Maxwell is a fellow at the Institute of Corean-American Studies, and on the Board of Directors of the Committee for Human Rights in North Korea, the International Council of Korean Studies, the Council on Korean-US Security Studies, the Special Operations Research Association, the OSS Society, and the Small Wars Journal.

He earned a B.A. in political science from Miami University, and an M.A. in Military Arts and Science from the U.S. Army Command and General Staff College and from the School of Advanced Military Studies, and an M.S. in National Security Studies from the National War College. Colonel Maxwell currently teaches Unconventional Warfare and Special Operations for Policy Makers and Strategists.

Workshop Presentation Topic: DOD’s Contribution to Political Warfare in the age of Great Power Competition.

Doowan Lee

Strategic Advisor to the Institute for Security and Technology and Adjunct Professor of Politics at the University of San Francisco

Doowan Lee is a strategic advisor to the Institute for Security and Technology and adjunct professor of politics at the Univ. of San Francisco. Working at a Silicon Valley tech company, he leverages emerging AI technologies to empower open society & support national security. He is a national security expert specializing in disinformation analysis and great power competition in the information environment. As a faculty member and principal investigator at the Naval Postgraduate School for over eleven years, he developed and executed high impact sponsored analytic projects from federal R&D agencies to support democratic governments’ efforts to defend against violent extremist networks and authoritarian regimes. Central to this work was a focus on how China and Russia exploit social media and communications technology to undermine organic political processes.

He has worked closely with the US government to develop strategies against North Korea’s nuclear weapons program, including deterrence and crisis response, and serves as a subject matter expert on these areas. He is also a board advisor to several technology and media production start-ups.

Workshop Presentation Topic:  Social media, influence, and the importance of being able to exploit big data in Great Power Competition.

Dr. Tommy Jamison

Assistant Professor, Naval Postgraduate School

Dr. Tommy Jamison is a military historian and Asst. Professor of Strategic Studies in the Defense Analysis Dept., Naval Postgraduate School. His work explores the history of naval development and conflict in the Pacific, with an emphasis on technological shifts and institutional adaptation. He holds a Ph.D. (2020) and MA (2017) in International History from Harvard University, a BA in History from Grinnell College (2009) as well as language certificates from the Beijing Language and Culture University.

His work has been published by the Journal of Military History and Intelligence and National Security. In 2020, Dr. Jamison completed his dissertation “Pacific Wars: Peripheral Conflict and the Making of the New Navy, 1865-1897,” with support from the H.F. Guggenheim Foundation.

Before arriving at NPS, Dr. Jamison enjoyed a year-long predoctoral fellowship at the Clements Center for National Security, University of Texas at Austin. From 2012-2014, Dr. Jamison worked as a Defense Intelligence Agency Staff Officer in both the Western Pacific and Afghanistan. Between 2009-2012 he served as the Intelligence Officer in a Japan-based Navy F/A-18F squadron. He currently lives in Monterey, CA with his wife and their springer spaniel.

Workshop Presentation Topic: “Irregular War and China’s First Military Modernization: The Qing Confronts the West.” Thoughts on the first phase of maritime asymmetrical warfare in China during the late Qing (c. 1860-1895) and what it might tell us about A2AD and China’s position in the region today.

Mr. Robert C. Jones

US Special Operations Command (USSOCOM)

Robert Jones is a retired U.S. Army Special Forces Colonel; a former Deputy District Attorney; and the senior strategist at U.S. Special Operations Command. Currently serving as a member of the SOCOM J5 Donovan Strategic Initiatives Group, Mr. Jones is responsible for leading innovative thinking on the strategic environment and how it impacts factors critical to national security; such as the evolving character of conflict, deterrence in competition and societal stability. He also serves as the Strategic Advisor to the Director of Plans, Policy and Strategy.

Mr. Jones is a featured lecturer for the JSOU Enlisted Academy on strategy, the evolving character of conflict, impact on viability of solutions, and implications for SOF. The Air War College also brings in Mr. Jones each year during their operational design phase to discuss the art of creative thinking in the context of design. He is currently promoting concepts and courses of action rooted in the principles of insurgency and unconventional warfare intended to revolutionize SOF operationalization of the National Defense and National Military Strategies. His focus is the pursuit of understanding, and the provision of context. If the world will not conform to what we wish it to be, then we must understand and engage the world as it actually is.

He is married to the former Ms. Holly Davis of Springfield, Ohio, and has five children, ages 14 through 32.

Mr. Jones is recently returned from Afghanistan in support of the RESOLUTE SUPPORT mission, where he is serving as the Deputy J5 for Special Operations Joint Task Force- Afghanistan.

Workshop Presentation Topic: Raise questions and offer alternatives as to “IW to do what, why and how” to get to better strategic results than traditional thinking has yielded.

Andreas Helchinger

Commander, US Navy,
US Indo-Pacific Command (INDOPACOM)

CDR Andreas Helchinger (USN) is currently serves the Branch Chief of the Competition Branch in the Future Plans directorate of USINDOPACOM.  He previously served as the Maintenance Officer of Patrol Squadron 47 where he was responsible for the transition to, and maintenance of, the squadron’s brand new P-8A Poseidon aircraft as well as the administration and training of the squadron’s 180 maintenance personnel.  CDR Helchinger entered service as a 2002 graduate of the US Naval Academy in Annapolis, Maryland.  CDR Helchinger then went on to earn his pilot wings in June 2004 and eventually became a P-3C Mission Commander and Instructor Pilot and led multiple Combat Air Crews on deployments to the 5th/6th/7th Fleet Areas of Responsibility with multiple squadrons.  His shore tours include tours at both Commander, Task Force 72 and the US Pacific Fleet where he served as the Japanese Maritime Self Defense Force Liaison Officer and the executive assistant to the Director, Warfare Requirements, Resources, and Force Structure, respectively.

CDR Helchinger’s academic credentials include a Masters of Science in Joint Campaign Planning and Strategy from the Joint Advanced Warfighting School as part of the Joint Forces Staff College, Master of Arts in Defense and Strategic Studies from the US Naval War College, and a Bachelor of Science in History from the US Naval Academy.

Workshop Presentation Topic:  Co-speaker with Mr. Joel Johnson, discussing INDOPACOM’s competition process:  How the Combatant Command uses military power short of armed conflict to accomplish or set conditions for national objectives.

Mr. Joel Johnson
US Indo-Pacific Command (INDOPACOM)

Workshop Presentation Topic: Co-speaker with CDR Andreas Helchinger, discussing INDOPACOM’s competition process: How the Combatant Command uses military power short of armed conflict to accomplish or set conditions for national objectives.

J. “Lumpy” Lumbaca

Workshop Moderator
Associate Professor, DKI APCSS

Lumpy joined the Daniel K. Inouye Asia-Pacific Center for Security Studies (DKI APCSS) in 2019 where his academic focus is on Indo-Pacific Counter-Terrorism, Special Operations, Irregular Warfare, and Security Cooperation.  He is a retired Special Forces Lieutenant Colonel and held various positions in the US Army’s 1st Special Forces Group (Airborne), Special Operations Command Pacific (SOCPAC), and the Joint US Military Advisory Group Thailand (JUSMAGTHAI). Lumpy led combat, operational, diplomatic, and inter-agency activities in Operation Iraqi Freedom (OIF), Operation Enduring Freedom – Philippines (OEF-P), Haiti, and throughout nearly every country in North, South, and Southeast Asia.

He was commissioned in the Army at Norwich University where he graduated summa cum laude and Distinguished Military Graduate (DMG) with a Bachelor of Arts in International Studies. He earned his Master of Science in Defense Analysis (Irregular Warfare) from the Naval Postgraduate School. He is currently a PhD student in the Helms School of Government at Liberty University.

If you have any questions about the workshop, please contact the event logistics coordinator, Ms. Cherrielynn Kamahele at