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      • May 2025
      • Case

      Initial Financial Statements at Blank Corporation: Bridging Content and Commerce

      By: Jung Koo Kang, Panje Jayden Kim and David Allen
      This accounting case is intended to teach students how to compile an income statement, a balance sheet, and a cash flow statement. It focuses on Blank Corporation, an innovative South Korean company that bridged content and commerce by selling products directly through... View Details
      Keywords: Accounting; Financial Statements; Business Startups; Social Media; Advertising; Digital Marketing; Cash Flow; Consumer Products Industry; South Korea
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      Kang, Jung Koo, Panje Jayden Kim, and David Allen. "Initial Financial Statements at Blank Corporation: Bridging Content and Commerce ." Harvard Business School Case 125-021, May 2025.
      • 2025
      • Working Paper

      Data-driven Technologies and Local Information Advantages in Small Business Lending

      By: Wilbur Chen, Jung Koo Kang and Aditya Mohan
      We investigate whether banks' adoption of data-driven technologies influences competitive dynamics in local small business lending by diminishing the information advantages traditionally held by local banks. Using local newspaper closures as an adverse shock to the... View Details
      Keywords: Data-driven Technologies; Local Information Advantages; Local Banks; Relationship Lending; Small Business Loans; Small Business; Local Range; Financing and Loans; Banks and Banking; Analytics and Data Science; Banking Industry
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      Chen, Wilbur, Jung Koo Kang, and Aditya Mohan. "Data-driven Technologies and Local Information Advantages in Small Business Lending." Harvard Business School Working Paper, No. 25-057, May 2025.
      • May 2025
      • Case

      'Net Zero in Action': Impact Investing at the McKnight Foundation

      By: Lauren Cohen, Christina R. Wing and Sophia Pan
      Elizabeth McGeveran, Vice President of Investments at the McKnight Foundation, reflected on how to effectively advance the organization’s net-zero strategy. The foundation had committed 10% of its endowment to building a portfolio of impact investments and was among... View Details
      Keywords: Investment Fund; Philanthropy; Charitable Donations; Sustainability; Foundation; Impact Investing; ESG; Family Business; Forecasting and Prediction; Private Sector; Renewable Energy; Social Entrepreneurship; Climate Change; Environmental Sustainability; Green Technology; Financial Strategy; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Accountability; Corporate Social Responsibility and Impact; Mission and Purpose; Private Ownership; Philanthropy and Charitable Giving; Social Issues; Sustainable Cities; Financial Services Industry; Minnesota; United States
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      Cohen, Lauren, Christina R. Wing, and Sophia Pan. "'Net Zero in Action': Impact Investing at the McKnight Foundation." Harvard Business School Case 225-095, May 2025.
      • May 2025
      • Case

      RTX's Lifetime Income Strategy: Shaping the Future of Retirement

      By: Daniel Green, Luis M. Viceira and Sarah Mehta
      Set in 2024, this case explores the Lifetime Income Strategy (LIS), a novel retirement product launched by aerospace and defense company RTX in 2012. Aiming to embed the security of a traditional pension within a 401(k) plan, the LIS allowed participants to secure a... View Details
      Keywords: Asset Management; Compensation and Benefits; Collaborative Innovation and Invention; Jobs and Positions; Labor; Retirement; Society; Adoption; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States; Virginia
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      Green, Daniel, Luis M. Viceira, and Sarah Mehta. "RTX's Lifetime Income Strategy: Shaping the Future of Retirement." Harvard Business School Case 225-016, May 2025.
      • 2025
      • Working Paper

      Bank Financing of Global Supply Chains

      By: Laura Alfaro, Mariya Brussevich, Camelia Minoiu and Andrea Presbitero
      Finding new international suppliers is costly, so most importers source inputs from a single country. We examine the role of banks in mitigating trade search costs during the 2018–2019 U.S.-China trade tensions. We match data on shipments to U.S. ports with the U.S.... View Details
      Keywords: Financial Institutions; International Finance; Trade; Credit; United States; Asia
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      Alfaro, Laura, Mariya Brussevich, Camelia Minoiu, and Andrea Presbitero. "Bank Financing of Global Supply Chains." NBER Working Paper Series, No. 33754, May 2025.
      • 2025
      • Working Paper

      Healthcare Provider Bankruptcies

      By: Samuel Antill, Ashvin Gandhi, Jessica Bai and Adrienne Sabety
      Healthcare firms are filing for Chapter 11 bankruptcy at record rates. We find that bankruptcies increase healthcare staff turnover, worsen care, and harm patients. Using a difference-in-differences design, we estimate that a bankruptcy filing immediately increases... View Details
      Keywords: Insolvency and Bankruptcy; Health Care and Treatment; Outcome or Result; Retention; Health Industry
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      Antill, Samuel, Ashvin Gandhi, Jessica Bai, and Adrienne Sabety. "Healthcare Provider Bankruptcies." NBER Working Paper Series, No. 33763, May 2025.
      • May–June 2025
      • Article

      Sustainability as a Business-Model Transformation

      By: Ivanka Visnjic, Felipe Monteiro and Michael L. Tushman
      Many global companies have made public commitments to sustainability targets. Fulfilling these commitments will require firms to transform their business models and organizational architectures. A few pioneers are leading the way, demonstrating that companies can make... View Details
      Keywords: Environmental Sustainability; Business Model
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      Visnjic, Ivanka, Felipe Monteiro, and Michael L. Tushman. "Sustainability as a Business-Model Transformation." Harvard Business Review 103, no. 3 (May–June 2025): 80–89.
      • May 2025
      • Article

      The Effects of Medical Debt Relief: Evidence from Two Randomized Experiments

      By: Raymond Kluender, Neale Mahoney, Francis Wong and Wesley Yin
      Two in five Americans have medical debt, nearly half of whom owe at least $2,500. Concerned by this burden, governments and private donors have undertaken large, high-profile efforts to relieve medical debt. We partnered with RIP Medical Debt (now Undue Medical Debt)... View Details
      Keywords: Borrowing and Debt; Credit; Outcome or Result; Well-being; Personal Finance
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      Kluender, Raymond, Neale Mahoney, Francis Wong, and Wesley Yin. "The Effects of Medical Debt Relief: Evidence from Two Randomized Experiments." Quarterly Journal of Economics 140, no. 2 (May 2025): 1187–1241.
      • 2025
      • Working Paper

      The Limits of Insurance Demand and the Growing Protection Gap

      By: Parinitha Sastry, Tess Scharlemann, Ishita Sen and Ana-Maria Tenekedjieva
      In a world with rising risk, how much are U.S. households willing to pay for homeowners insurance, and what does their demand imply for the future of insurance markets? We provide the first estimates of household willingness to pay for homeowners insurance and the... View Details
      Keywords: Climate Change; Risk and Uncertainty; Insurance; Personal Finance; Consumer Behavior; Mortgages
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      Sastry, Parinitha, Tess Scharlemann, Ishita Sen, and Ana-Maria Tenekedjieva. "The Limits of Insurance Demand and the Growing Protection Gap." Harvard Business School Working Paper, No. 25-054, February 2025.
      • May 2025
      • Case

      The Micro-Family Office: Aamir Rehman

      By: Lauren Cohen and Sophia Pan
      With a successful career and strong academic credentials, Aamir Rehman sought to design a life grounded in autonomy. For him, this meant serving on boards, continuing his 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; Wealth Management; Family Business; Investment; Financial Strategy; Personal Finance; Investment Portfolio; Private Equity; Organizational Design; Family and Family Relationships; Happiness; Satisfaction; Balance and Stability; Human Capital; Compensation and Benefits; Economy; Trends; Business Model; New Jersey; United States
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      Cohen, Lauren, and Sophia Pan. "The Micro-Family Office: Aamir Rehman." Harvard Business School Case 225-089, May 2025.
      • April 2025
      • Case

      Thrivent: From Insurance Agents to Financial Advisors

      By: Hubert Joly, Leonard A. Schlesinger and Tom Quinn
      Thrivent, a midwestern financial services company with a centuries-long history rooted in Lutheranism, had reached $10 billion in revenue mostly by selling life insurance. In the 2020s, however, CEO Terry Rasmussen began a transformation process centered around the... View Details
      Keywords: Change Management; Transformation; Talent and Talent Management; Customer Focus and Relationships; Customer Value and Value Chain; Forecasting and Prediction; Employee Relationship Management; Retention; Selection and Staffing; Job Design and Levels; Human Capital; Leading Change; Mission and Purpose; Organizational Change and Adaptation; Organizational Culture; Financial Services Industry; Financial Services Industry; United States; Minneapolis
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      Joly, Hubert, Leonard A. Schlesinger, and Tom Quinn. "Thrivent: From Insurance Agents to Financial Advisors." Harvard Business School Case 325-047, April 2025.
      • 2025
      • Working Paper

      Generative AI Use by Capital Market Information Intermediaries: Evidence from Seeking Alpha

      By: Mark Bradshaw, Chenyang Ma, Benjamin Yost and Yuan Zou
      We study the use of generative AI for firm-specific financial analysis on the Seeking Alpha platform. We find that, after the initial launch of ChatGPT in November 2022, the share of AI-generated articles rose sharply to 13.4% of all articles, then declined in late... View Details
      Keywords: Generative Ai; Seeking Alpha; Equity Research; Large Language Models; Gpt; AI and Machine Learning; Information Publishing; Financial Markets
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      Bradshaw, Mark, Chenyang Ma, Benjamin Yost, and Yuan Zou. "Generative AI Use by Capital Market Information Intermediaries: Evidence from Seeking Alpha." Harvard Business School Working Paper, No. 25-055, April 2025.
      • April 2025 (Revised May 2025)
      • Background Note

      Customer Acquisition and the Cash Flow Trap

      By: E. Ofek, Barak Libai and Eitan Muller
      Startups as well as existing firms recognize the need to invest in order to acquire customers for their new ventures. And as each customer is expected at some point to have generated sufficient gross margins to cover their CAC, management expects that, soon enough, the... View Details
      Keywords: Business Model; Customers; Forecasting and Prediction; Cash Flow; Business or Company Management
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      Ofek, E., Barak Libai, and Eitan Muller. "Customer Acquisition and the Cash Flow Trap." Harvard Business School Background Note 525-056, April 2025. (Revised May 2025.)
      • April 2025
      • Teaching Note

      Tabby: Winning Customers' Digital Wallets

      By: Eva Ascarza
      Teaching Note for HBS Case No. 524-056. Tabby, a Saudi-based fintech founded in 2019, rapidly became one of the MENA region’s first unicorns by offering buy-now-pay-later (BNPL) services with a unique twist: instead of charging end consumers, it partnered with... View Details
      Keywords: Fintech; Business Startups; Marketing; Entrepreneurship; Growth and Development Strategy; Business Strategy; Business Model; Competitive Strategy; Financial Services Industry; Middle East; Saudi Arabia; United Arab Emirates
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      Ascarza, Eva. "Tabby: Winning Customers' Digital Wallets." Harvard Business School Teaching Note 525-057, April 2025.
      • April 2025
      • Case

      Sharon Goldberg and BastionZero

      By: Jeffrey J. Bussgang, James Barnett and Maxim Pike Harrell
      In December 2023, BastionZero co-founder and CEO Sharon Goldberg considered her startup’s future. Established in 2017 as a blockchain company focused on improving the security of cryptocurrency trading, in March 2020 the VC-backed startup shifted focus to a new... View Details
      Keywords: Business Startups; Entrepreneurial Finance; Technological Innovation; Business Strategy; Business Exit or Shutdown
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      Bussgang, Jeffrey J., James Barnett, and Maxim Pike Harrell. "Sharon Goldberg and BastionZero." Harvard Business School Case 825-102, April 2025.
      • April 2025
      • Case

      #FutureFresenius: Implementing a New Strategy to Transform the Company and Advance Patient Care

      By: David J. Collis, Benjamin C. Esty and Haisley Wert
      In February 2024, Fresenius CEO Michael Sen reflected on the company’s transformation journey from his office in Bad Homburg, Germany. With revenues of €22 billion and a mission to advance patient care, Fresenius had built a strong reputation through decades of... View Details
      Keywords: Strategic Planning; Corporate Strategy; Transformation; Finance; Leading Change; Organizational Culture; Organizational Structure; Alignment; Health Industry; Germany; United States
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      Collis, David J., Benjamin C. Esty, and Haisley Wert. "#FutureFresenius: Implementing a New Strategy to Transform the Company and Advance Patient Care." Harvard Business School Case 725-361, April 2025.
      • April 8, 2025
      • Other Article

      Commentary: How Financial Influencers Can Make or Break Investment Platforms like Chocolate Finance

      By: Daniel Rabetti
      Keywords: Power and Influence; Public Opinion; Social Media; Financial Services Industry
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      Rabetti, Daniel. "Commentary: How Financial Influencers Can Make or Break Investment Platforms like Chocolate Finance." Channel News Asia (CNA) (April 8, 2025).
      • April 2025 (Revised April 2025)
      • Case

      JPMorganChase: Leadership in the Age of GenAI

      By: Iavor I. Bojinov, Karim R. Lakhani and David Lane
      This case study examines JPMorgan Chase's (JPMC) journey in adopting and implementing Generative AI (GenAI) following the release of ChatGPT. It outlines JPMC's initial cautious approach focused on data security, followed by strategic investments in internal platforms... View Details
      Keywords: Banks and Banking; Governance Controls; Information Technology; AI and Machine Learning; Analytics and Data Science; Cybersecurity; Digital Platforms; Digital Transformation; Information Management; Information Infrastructure; Technology Adoption; Job Cuts and Outsourcing; Knowledge Management; Knowledge Sharing; Leading Change; Growth and Development Strategy; Marketing; Product Development; Performance Improvement; Customization and Personalization; Financial Services Industry; United States
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      Bojinov, Iavor I., Karim R. Lakhani, and David Lane. "JPMorganChase: Leadership in the Age of GenAI." Harvard Business School Case 325-066, April 2025. (Revised April 2025.)
      • April 2025 (Revised June 2025)
      • Case

      Paul Weiss: Fighting or Negotiating with POTUS

      By: Eugene Soltes and Anthea Brady
      In early 2025, Paul Weiss Chairman Brad Karp weighed how to respond to an Executive Order from President Trump that could threaten the financial livelihood of his law firm. Paul Weiss and Karp had to decide to mount a legal fight or negotiate with the White House. The... View Details
      Keywords: Federal Government; Decision Making; Law; Mission and Purpose; Negotiation; Business and Government Relations; Legal Services Industry; United States
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      Soltes, Eugene, and Anthea Brady. "Paul Weiss: Fighting or Negotiating with POTUS." Harvard Business School Case 125-098, April 2025. (Revised June 2025.)
      • April 2025
      • Article

      An Anatomy of Crypto-Enabled Cybercrimes

      By: Will Cong, Campbell Harvey, Daniel Rabetti and Zong-Yu Wu
      The advent of cryptocurrencies and digital assets holds the promise of improving financial systems by offering cheap, quick, and secure transfer of value. However, it also opens up new payment channels for cybercrimes. Assembling a diverse set of public on- and... View Details
      Keywords: Cryptocurrency; Crime and Corruption; Technology Adoption; Currency; Policy
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      Cong, Will, Campbell Harvey, Daniel Rabetti, and Zong-Yu Wu. "An Anatomy of Crypto-Enabled Cybercrimes." Management Science 71, no. 4 (April 2025): 3622–3633.
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