Financial Planning - Publications - Faculty & Research

01 Jun 2018
News

June 2018 Alumni and Faculty Books

(such as failing health, fears of growing older, and grieving lost loved ones) and shares positive ways to meet your financial needs. And “Fresh Maps,” complete with advice from a range of role models, provides insights for changing... View Details

15 Jun 2021
News

From Das’s Desk

As I write this, it has been a year since our world changed because of the pandemic. In March 2020, our Alumni Relations staff were busily planning the upcoming spring reunions, a cohort of alumni had just arrived on campus to attend our... View Details

Keywords: Educational Support Services; Educational Services

21 May 2019
News

Confronting the Future of Climate Change in the Midwest

takes seven barrels of water to produce a barrel of beer; MillerCoors has gotten that down to 3.5 with plans to reduce to 2.8. “At a high level, we’re addressing water use in our breweries, but also taking a step back [to address water]... View Details

Keywords: Agriculture

30 Apr 2025
News

A Social Enterprise Talk in DC; Canadian Alumni Talk Trade; Meet the Leader: HBS Club of Colorado

DC Panel Looks at Social Enterprise in a New Government Landscape The HBS Club of Washington, DC teamed up with the HBS Social Enterprise Initiative (SEI) on April 2, to present an alumni panel discussion on social impact titled “New Perspectives in Social Enterprise,”... View Details

Keywords: Margie Kelley

15 Jun 2021
News

Alumni Work to Reverse Bias Through Philanthropy

civic engagement. Black and brown social entrepreneurs who work on these issues “usually aren’t well known to funders with big pockets,” explains Shell, “and big funders don’t often give large sums to people they don’t know. In addition to View Details

Keywords: Deborah Blagg

01 Jun 2003
News

Student Conferences, at a Glance

group of successful entrepreneurs who shared their experiences of launching and sustaining a minority-owned business. “Start planning early. Save money. And go back to your community,” said L. Londell McMillan, president and CEO of L.... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services

01 Apr 1998
News

New Releases

in the financial management field. Over the last fifteen years, they have developed and described key concepts, such as activity-based costing (ABC), activity-based management, operational systems for learning and improvement, and target... View Details

01 Dec 2008
News

Seth Klarman

Klarman Illustration by David Cowles While other money managers scrambled to survive the financial market meltdown, value investor extraordinaire Seth Klarman (MBA ’82), president of The Baupost Group in Boston, cautiously pursued buying... View Details

Keywords: Roger Thompson; Finance

02 Oct 2015
News

The ‘F’ Word

aren’t that clear.” Despite the pain of Quincy’s failure, Wallace doesn’t regret the experience. “I’m more fulfilled when I’m scrappy and building something, so I’m grateful to have been ripped away from the notion that I need financial... View Details

Keywords: Walt Disney Studios

02 Nov 2020
News

The First Five Years: Julianne White (MBA 2017)

enjoy that Some days I work with our CFO on food-spend projections, or help our COO build a multi-year strategic planning framework. Other days, I work with my team to coordinate food donations or manage inventory turns. Even though we... View Details

24 Jan 2025
News

The Network Effect

Karan Mathur (left) and Dina Model (Illustration by Gisela Goppel) When Dina Model and Karan Mathur (both MBA 2015) met through mutual friends during their first year at HBS, neither was envisioning a future business deal. “We didn’t realize that we had shared... View Details

16 Dec 2016
News

Kurt (MBA 1967) and Louise Wulff

It was the most important contributor to my professional achievements.” With a charitable remainder trust, the couple combined their long-term financial and tax planning objectives with their philanthropic... View Details

06 Dec 2021
News

New Wave

2008 financial crisis, and the ensuing valley in cleantech investment nearly wiped out the company. “It’s not like software. You need shipyards to bend and weld steel, and that takes time.” “It’s not like software. You need shipyards to... View Details

Keywords: Alexander Gelfand; photographed by Chris Sorensen

01 Dec 2022
News

December 2022 Alumni and Faculty Books and Podcasts

them. Ellis draws on his long distinguished career in client services in the financial markets to provide common-sense and accessible advice to anyone with an interest in maximizing their investment returns over the long haul. Inside... View Details

30 Apr 2019
News

Leading Schools That Change Lives

restoring the school’s fiscal health, but also its reputation for serving those with less. The urgency of the school’s financial problems gave Kennealey leverage to move quickly on some key initiatives while building relationships and... View Details

Keywords: Deborah Blagg; Educational Support Services; Educational Services

01 Jun 1997
News

Blockbuster Deals

investment banking, also invokes the 1960s as a point of reference, specifically with regard to that era's conglomerate-building mania. "We saw huge companies of ill-fitting parts all held together by financial glue and the belief that... View Details

Keywords: Garry Emmons and Nancy O. Perry

01 Dec 2019
News

What’s Behind the Explosive Growth of Sustainable Investing?

means measuring impact, in other words? VG: A lot of our research is around measurement: how to think about it, how to track impact over a period of time, how to compare the impact of different investments just as you would compare View Details

Keywords: Jen McFarland Flint

01 Apr 2002
News

Student Conferences Spark Discussion, Promote Interaction

financial crisis, students from the HBS Asia Business Club and the Harvard Asia Law Society hosted "Phoenix Rising," a two-day conference with some seven hundred participants that focused on the future of sustainable economic growth in... View Details

Keywords: H Naylor Fitzhugh; Colleges, Universities, and Professional Schools; Educational Services

01 Mar 2019
News

Case Study: Off to a Fine Art

is filling a market need, and the first-year revenue response is confirmatory. Since many events like weddings are planned far in advance, I suspect that Clay can still deploy a consignment model until it builds up the needed inventory by... View Details