Publications

December 2022
Case

The Economics of Growing the Cartwright Family

By: Emily R. McComb and Sara L. Fleiss

December 2022
Exercise

Choose Your Own Adventure: Your Financial Health (B): 5 Years Later, What Now?

By: Sara Fleiss and Emily R. McComb

November 2022
Case

The Cartwrights’ Next Home: To Rent or To Buy?

By: Emily R. McComb and Sara Fleiss

November 2022 (Revised December 2022)
Exercise

Choose Your Own Adventure: Your Financial Health (A): Congratulations, HBS Grad! Now, What?

By: Sara Fleiss and Emily R. McComb

June 2022
Background Note

FIELD Immersion 2022: San Antonio, Texas

By: Tarun Khanna, Sara Fleiss and James Barnett

December 2021
Case

Grace Capital

By: Sara Fleiss, Robin Greenwood, Eren Kuzucu and Denise Han

In March 2020, the global pandemic was delivering a dose of volatility to the U.S. economy. Catherine Faddis, the CIO of Grace Capital, a Boston-based long-only equity manager, analyzed movements in her portfolio while eyeing previously shelved opportunities to invest... View Details

Keywords: Preferred Stock; COVID-19 Pandemic; Economy; Health Pandemics; Volatility; Entrepreneurship; Finance; Investment; Strategy; Decision Making; Investment Portfolio; Financial Services Industry; United States

August 2019 (Revised November 2019)
Case

Sustainable Investing at J.P. Morgan Private Bank

By: Sara Fleiss and Luis Viceira

This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family... View Details

Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry