Publications

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November 2018
Case

Governance Transition at Anadolu Group

By: Paul M. Healy and Esel Y. Cekin

Kamil Yazici and Izzet Ozilhan founded and built Anadolu Group Holding—a family business that grew into a multi-billion-dollar regional powerhouse. For 57 years they were equal partners in running the company. They then handed over a leadership role to a next... View Details

Benjamin Esty is the Roy and Elizabeth Simmons Professor of Business Administration at Harvard Business School. Over the years, he has taught a variety of courses ranging from advanced corporate finance and project finance to competitive strategy and leadership. He... View Details

Keywords: banking; asset management; investment banking industry; consumer products; shipping; wine; financial services

Trevor Fetter

Trevor Fetter is a Senior Lecturer and the Henry B. Arthur Fellow on the faculty of Harvard Business School. He teaches two MBA required courses: Leadership and Corporate Accountability, and Financial Reporting and Control. At HBS he has also taught a Short... View Details

February 2008 (Revised September 2009)
Case

Lance Johnstone: Developing 3000 North Broad

The case focuses on Lance Johnstone, a former NFL player, who has dabbled in real estate development during his playing career, and now, as a retired player, is trying to pursue the development of a 10-unit rental apartment building in a depressed area of Philadelphia,... View Details

Keywords: Budgets and Budgeting; Development Economics; Construction; Entrepreneurship; Financing and Loans; Investment Return; Urban Development; Real Estate Industry; Philadelphia

2009
Working Paper

Can a Continuously-Liquidating Tontine (or Mutual Inheritance Fund) Succeed where Immediate Annuities Have Floundered?

By: Julio J. Rotemberg

A new instrument (the Mutual Inheritance Fund or MIF) is proposed whose purpose is to help people carry their savings forward from the moment they retire into their old age. Like annuities, this instrument requires an up-front payment before people receive any benefits... View Details

Keywords: Age; Annuities; Investment Return; Investment Funds; Saving; Retirement

12 PM – 1:30 PM EDT, 29 Mar 2022
Virtual Programming

Considering Retirement?

Retirement can inspire not only excitement for new possibilities, but also fear for the future. How can you keep the parts of work you love but enjoy more balance in your life? What work will you do? How will this change affect your relationship with your spouse? What... View Details

September 2002 (Revised October 2002)
Case

Managing Knowledge and Learning at NASA and the Jet Propulsion Laboratory (JPL)

By: Dorothy A. Leonard and David Kiron

Jet Propulsion Laboratory (JPL) faces a serious loss of knowledge--both because of the "faster, better, cheaper" mandate for Mars missions and from the retirement of key personnel. An extensive knowledge management system for NASA/JPL includes formal knowledge-capture... View Details

Keywords: Knowledge Management; Knowledge Dissemination; Leadership Development; Internet and the Web; Risk and Uncertainty; Organizational Culture; Retirement; Human Resources; Human Capital

2008
Working Paper

Attracting Flows by Attracting Big Clients: Conflicts of Interest and Mutual Fund Portfolio Choice

By: Lauren Cohen and Breno Schmidt

We explore a new channel for attracting inflows using a unique dataset of corporate 401(k) retirement plans and their mutual fund family trustees. Families secure substantial inflows by being named trustee of a 401(k) plan. This affords the plan sponsor potential... View Details

Keywords: Investment Funds; Investment Portfolio; Conflict of Interests; Financial Services Industry

05 Dec 2014
Working Paper Summaries

Seesaws and Social Security Benefits Indexing

Keywords: by Matthew Weinzierl

Web

Faculty & Research

Brewed a Return to Growth Re: David Fubini 22 May 2025 Broadcast Retirement Network Your Employees Are Also Caregivers Re: Joseph Fuller More Faculty News The Case Method Introduced by HBS faculty to business education in 1925, the case... View Details

John F. Batter

John Batter is a retired Litigation Partner in the Boston Office of Wilmer Cutler Pickering Hale and Dorr LLP where his practice focussed on on the defense of public and private companies and their directors and management against breach of fiduciary duty claims and... View Details

January 2003 (Revised August 2003)
Case

General Mills and the Hawthorne Huddle (A)

Examines the role of General Mills in the formation and leadership of the Hawthorne Huddle. The Huddle was in the Hawthorne neighborhood in Northern Minneapolis, which in 1997 was plagued with high crime and poverty. The Huddle served as a forum, held the first... View Details

Keywords: Leadership; Corporate Social Responsibility and Impact; Management Succession; Social Issues; Consumer Products Industry; Minneapolis

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March 2025
Case

Taylor Guitars: Making Employee Ownership Work The Taylor Way

By: Dennis Campbell, Petros Kusmu and Stacy Straaberg

In 2013, guitar manufacturer Taylor Guitars’ co-founders Bob Taylor and Kurt Listug were considering several exit options including selling to a competitor or to a private equity firm. The co-founders decided, instead, to embark on a seven-year process to transfer 100%... View Details

2020
Chapter

Building Emergency Savings Through Employer-Sponsored Rainy-Day Savings Accounts

By: John Beshears, James J. Choi, J. Mark Iwry, David C. John, David Laibson and Brigitte C. Madrian

Roughly half of Americans live paycheck to paycheck. When financial shocks occur during their working life, many of these households tap into their retirement savings accounts. We explore the practical considerations and challenges associated with helping households... View Details

Keywords: Savings; Household; Saving

October 2009
Article

Attracting Flows by Attracting Big Clients

By: Lauren Cohen and Breno Schmidt

We explore a new channel for attracting inflows using a unique dataset of corporate 401(k) retirement plans and their mutual fund family trustees. Families secure substantial inflows by being named the trustee of a 401(k) plan. We find that family trustees... View Details

Keywords: Value; Information; Investment Funds; Stocks; Relationships; Financial Services Industry

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December 2006 (Revised April 2014)
Case

J. R. D. Tata

By: Nitin Nohria, Anthony Mayo and Mark Benson

J.R.D Tata, Chairman of the Indian conglomerate Tata & Sons, played a significant role in building India's economic infrastructure. Under his guidance, Tata & Sons built locomotives, steel refineries, airlines, chemical plants, and technology-based enterprises.... View Details

Keywords: Family Business; Development Economics; Working Conditions; Leadership; Infrastructure; Personal Development and Career; Business and Government Relations; India

24 Jan 2024
Op-Ed

Why Boeing’s Problems with the 737 MAX Began More Than 25 Years Ago

of retirement to replace Condit. Stonecipher, a General Electric (GE) alum, immediately set out to change Boeing’s culture, proclaiming, “When people say I changed the culture of Boeing, that was the intent, so that it is run like a... View Details

Keywords: by Bill George; Air Transportation; Transportation; Aerospace

Henry W. McGee

Henry McGee joined the HBS faculty in 2013 after retiring as President of HBO Home Entertainment, the digital and DVD program distribution division of Home Box Office, the pioneering premium television company. A member of the Entrepreneurial Management Unit,... View Details

Keywords: television; motion pictures; media; e-commerce industry; entertainment; broadcasting; distribution; health care; journalism; wholesale; arts; nonprofit industry

August 2000 (Revised November 2000)
Case

Building Brand Community on the Harley-Davidson Posse Ride

The second Harley-Davidson Posse Ride, a grueling 2,300 mile, 10-day trek from South Padre Island, Tex., to the Canadian Border is billed "for serious riders only." Harley Owner's Group (H.O.G.) Director Mike Keefe must decide whether this rolling rally deserves a... View Details

Keywords: Relationships; Customer Focus and Relationships; Brands and Branding; Motorcycle Industry; United States