Publications

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March 2008 (Revised June 2011)
Case

MySpace

By: Mikolaj Jan Piskorski, David T. Chen and Carin-Isabel Knoop

The case, set in late 2007, examines what MySpace—the largest online social network—should do to respond to its agile competitor, Facebook. Since its inception MySpace had experienced phenomenal growth, acquiring 20 million members in its first 20 months of operation,... View Details

Keywords: Open Source Distribution; Partners and Partnerships; Social and Collaborative Networks; Competition; Competitive Strategy; Internet and the Web; Digital Platforms; Information Technology Industry

September 2005 (Revised April 2007)
Case

Spyder Active Sports - 2004

By: Belen Villalonga, Dwight B. Crane and James Quinn

David Jacobs founded a high-end ski apparel company in 1978. He successfully built and grew the company, establishing a major international brand that appealed to ski racers and other active skiers. In 1995, he sought external financing to support further growth of the... View Details

Keywords: Private Ownership; Private Equity; Financial Liquidity; Business Exit or Shutdown; Valuation; Brands and Branding; Wealth; Family Business; Financing and Loans; Globalization; Apparel and Accessories Industry; Sports Industry; Colorado

2022
Book

Business Ethics: What Everyone Needs to Know

By: J.S. Nelson and Lynn A. Stout

An authoritative and practical guide to business ethics, written in an accessible question-and-answer format. In today's turbulent business climate, business ethics are more important than ever. Surveys of employees show that misconduct is on the rise. Cover stories... View Details

Keywords: Business Ethics; Organizational Behavior; Ethics; Governance Controls; Lawfulness

August 2014
Article

What Makes Annuitization More Appealing?

By: John Beshears, James J. Choi, David Laibson, Brigitte C. Madrian and Stephen P. Zeldes

We conduct and analyze two large surveys of hypothetical annuitization choices. We find that allowing individuals to annuitize a fraction of their wealth increases annuitization relative to a situation where annuitization is an "all or nothing" decision. Very few... View Details

Keywords: Annuity; Pension; Retirement Income; Framing; Annuities; Retirement

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18 Nov 2013
Video

Investing in Change

2019
Book

VC: An American History

By: Tom Nicholas

An exploration of venture financing in America, from its origins in the whaling industry to the rise of Silicon Valley, that shows how venture capital (VC) created an epicenter for the development of high-tech innovation. The VC industry arose from the United States’... View Details

Keywords: Innovation; Venture Capital; Innovation and Invention; Entrepreneurship; History; United States

February 2014
Teaching Note

Advising Families on Estate Planning

By: Robert C. Pozen

Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details

Keywords: Estate Planning; Estate Tax; Gift Tax; Gift Giving; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; Financial Services Industry; United States

January 2014 (Revised June 2014)
Case

Advising Families on Estate Planning

By: Robert C. Pozen and Lucas W. Goodman

Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details

Keywords: Estate Planning; Estate Tax; Gift Tax; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; United States

10 Jan 2020
News

Competing in the Age of AI

George Serafeim

George Serafeim is the Charles M. Williams Professor of Business Administration at Harvard Business School. He co-leads a Lab, within Harvard's Digital, Data, Design Institute, that focuses on organizational transformation through major shifts, including those... View Details

Keywords: asset management; insurance industry; automobiles; industrial goods; fashion; food; green technology

March 2010 (Revised May 2013)
Case

Chile's Copper Surplus: The Road Not Taken (A)

By: Laura Alfaro, Dante Roscini and Renee Kim

In 2008, Andres Velasco, Chile's Finance Minister, was under mounting criticisms over his fiscal policy. As the world's largest copper producer, Chile was benefiting from the rise in copper prices, which had more than tripled since 2003. Copper revenues translated into... View Details

Keywords: Developing Countries and Economies; Economic Growth; Metals and Minerals; Investment Funds; Policy; State Ownership; Wealth; Chile

August 2020 (Revised July 2021)
Case

From Farm Boy to Financier: Eiichi Shibusawa and the Creation of Modern Japan

By: Geoffrey Jones, Gabriel Ellsworth and Ryo Takahashi

This case describes the career of Eiichi Shibusawa (1840-1931), a serial entrepreneur who is widely known as the “father of Japanese capitalism” and as a pioneer of socially responsible investment. Born in feudal Edo Japan, following the Meiji Restoration in 1868... View Details

Keywords: Entrepreneurship; Personal Development and Career; Business History; Ethics; Business and Stakeholder Relations; Economy; Society; Japan

June 2017
Teaching Note

Succession Planning at Samsung: The Merger Formula of Cheil Industries and Samsung C&T

By: Gwen Yu

A merger deal of two Samsung group companies becomes a center of a corruption scandal. The merger of Cheil Industries and Samsung C&T was seen as a crucial step to transfer power to Lee Jae Yong, the heir of Samsung group. The deal was criticized to purposefully... View Details

Keywords: Merger; Mergers and Acquisitions; Crime and Corruption; Business and Government Relations; South Korea

16 Mar 2021
News

The Management Case for Inclusionary Corporate Purpose

Web

Publications - Faculty & Research

professorship, and ensuring a secure and comfortable life for his family. While he didn’t possess... View Details Keywords: Family Office ; Organization Design ; Family And Friends ; Family ; Balance ; Stability ; Trends And Opportunities ; View Details

March 2016 (Revised August 2016)
Case

CreditEase: Taking Inclusive Finance Online

By: Michael Chu, John S. Ji and Nancy Hua Dai

The world’s largest peer-to-peer (P2P) lender annually disbursing over a million loans totaling $10 billion, China’s CreditEase, must decide whether to IPO in the NYSE its online lending platform, Yirendai, before the year-end window closes in 2015. Yirendai sought to... View Details

Keywords: Business or Company Management; Internet and the Web; Financing and Loans; Credit; Growth and Development Strategy; Financial Services Industry; China

21 Feb 2007
Op-Ed

What a U.N. Partnership with Big Business Could Accomplish

are the greatest drivers of wealth creation, there needs to be a way to bring their capabilities and resources to those countries and regions where they are now absent. It is also essential to minimize the risk, make their investment... View Details

Keywords: by George C. Lodge & Craig Wilson

September 12, 2022
Article

Merit or Inherit: How to Approach Succession in a Family Business

By: Josh Baron

One of the most critical questions facing family businesses is how to treat the next generation. They are clearly different from other employees, as current or potential owners of the company, whose wealth and reputation are on the line. On the flip side, most parents... View Details

Keywords: Family Business; Family and Family Relationships; Management Succession

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