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  • January 2013 (Revised June 2017)
  • Case

The Perfect Storm: What Happens When the Market Moves Four Standard Deviations?

By: Nori Gerardo Lietz
Adam Carter was the portfolio manager for Tate Modern Finance III, L.P. (“Tate” or the “Fund”), the third in a series of U.S. commercial real estate debt funds sponsored by the London-based Tate Partners. The Fund was capitalized with $700 million of equity... View Details
Keywords: CMBS; CLO; Repo Financing; Financial Strategy; Investment Funds; Financing and Loans
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Lietz, Nori Gerardo. "The Perfect Storm: What Happens When the Market Moves Four Standard Deviations?" Harvard Business School Case 213-077, January 2013. (Revised June 2017.)
  • 2009
  • Article

An Evolutionary Approach to Financial History

Financial history is not conventionally thought of in evolutionary terms, but it should be. Traditional ways of thinking about finance, dating back to Hilferding, emphasize the importance of concentration and economies of scale. But these approaches overlook the rich... View Details
Keywords: History; Transformation; Finance
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Ferguson, Niall. "An Evolutionary Approach to Financial History." Cold Spring Harbor Symposia on Quantitative Biology, no. 74 (2009): 449–454.

    An Anatomy of Crypto-Enabled Cybercrimes

    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

      Government and Markets: Toward a New Theory of Regulation

      As the financial crisis has shown, neither traditional market failure models nor public choice theory, by themselves, sufficiently inform or explain our current regulatory challenges, nor point us toward the best solutions. Regulatory studies, long neglected in an... View Details
      • September 2022
      • Case

      BancoSol: Financial Inclusion in the Perfect Storm

      By: Michael Chu and Carla Larangeira
      In the pandemic, financial inclusion icon BancoSol faces a government-mandated year-long deferral of all loan payments, followed by the sudden Covid death of its CEO. In a Bolivia mired in political turmoil following a failed presidential election, with clients not... View Details
      Keywords: Decision Making; Crisis Management; Management Succession; Business Strategy; Innovation Leadership; Risk and Uncertainty; Financing and Loans; Restructuring; Financial Services Industry; Latin America; Bolivia
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      Chu, Michael, and Carla Larangeira. "BancoSol: Financial Inclusion in the Perfect Storm." Harvard Business School Case 323-023, September 2022.
      • 27 May 2017
      • News

      The Dumb Politics of Elite Condescension

      • 2025
      • Working Paper

      The Invention of Corporate Governance

      By: Yueran Ma and Andrei Shleifer
      The analysis of corporate governance begins with a central feature of modern capitalism—the separation of ownership and control in large corporations—first empirically documented by Berle and Means (1932). Such separation entails several agency problems reflecting... View Details
      Keywords: Corporate Governance; Law; Business and Shareholder Relations
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      Ma, Yueran, and Andrei Shleifer. "The Invention of Corporate Governance." NBER Working Paper Series, No. 33710, April 2025.
      • October 2014
      • Article

      The Promise of Positive Optimal Taxation: Normative Diversity and a Role for Equal Sacrifice

      By: Matthew Weinzierl
      A prominent assumption in modern optimal tax research is that the objective of taxation is Utilitarian. I present new survey evidence that most people disagree with this assumption, preferring tax policies based at least in part on a classic alternative objective: the... View Details
      Keywords: Taxation; Theory
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      Weinzierl, Matthew. "The Promise of Positive Optimal Taxation: Normative Diversity and a Role for Equal Sacrifice." Journal of Public Economics 118 (October 2014): 128–142. (Also NBER Working Paper Series, No. 18599.)

        We Need Nuclear To Solve Climate Change

        Lassiter argues that the world needs to get nuclear power back into the race against fossil fuels in order to avoid significant levels of CO2 emission-driven climate change. The world’s energy experts forecast that CO2 emissions will increase for the foreseeable... View Details

        • 2020
        • Chapter

        Reflections on Comparing China and India

        By: Tarun Khanna
        In this essay, the introductory chapter to an edited volume (Bajpai, Ho and Miller (edited), Routledge Handbook of China-India Relations, 2020), I reflect on two decades of my comparative scholarship on the trajectories of modern China and India, with a lens... View Details
        Keywords: Country Analysis; Comparative Analysis; International Relations; Entrepreneurship; China; India
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        Khanna, Tarun. "Reflections on Comparing China and India." Chap. 1 in Routledge Handbook of China–India Relations, edited by Kanti Bajpai, Selina Ho, and Manjari Chatterjee Miller, 18–32. New York: Routledge, 2020.
        • 2010
        • Book

        Government and Markets: Toward a New Theory of Regulation

        By: Edward J. Balleisen and David A. Moss
        After two generations of emphasis on governmental inefficiency and the need for deregulation, we now see growing interest in the possibility of constructive governance, alongside public calls for new, smarter regulation. Yet there is a real danger that regulatory... View Details
        Keywords: Governing Rules, Regulations, and Reforms; Government and Politics; Markets; Business and Government Relations; Research
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        Balleisen, Edward J., and David A. Moss, eds. Government and Markets: Toward a New Theory of Regulation. Cambridge: Cambridge University Press, 2010.
        • 30 Oct 2014
        • News

        Back to the Future in Turkish Politics

        • 11 Jan 2023
        • News

        MBA Students Explore Capitalism in Italy

        • Web

        The “Hawthorne Effect” – The Human Relations Movement – Baker Library | Bloomberg Center, Historical Collections

        The Interview Process Spreading the Word Next The "Hawthorne Effect" The “Hawthorne Effect” What Mayo urged in broad outline has become part of the orthodoxy of modern management. Abraham Zaleznik, Professor of Leadership, Emeritus,... View Details
        • 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.
        • April 2023
        • Technical Note

        An Art & A Science: How to Apply Design Thinking to Data Science Challenges

        By: Michael Parzen, Eddie Lin, Douglas Ng and Jessie Li
        We hear it all the time as managers: “what is the data that backs up your decisions?” Even local mom-and-pop shops now have access to complex point-of-sale systems that can closely track sales and customer data. Social media influencers have turned into seven-figure... View Details
        Keywords: Decision Making; Framework; Analytics and Data Science
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        Parzen, Michael, Eddie Lin, Douglas Ng, and Jessie Li. "An Art & A Science: How to Apply Design Thinking to Data Science Challenges." Harvard Business School Technical Note 623-070, April 2023.
        • 2020
        • Working Paper

        Prioritarianism and Optimal Taxation

        By: Matti Tuomala and Matthew C. Weinzierl
        Prioritarianism has been at the center of the formal approach to optimal tax theory since its modern starting point in Mirrlees (1971), but most theorists’ use of it is motivated by tractability rather than explicit normative reasoning. We characterize analytically and... View Details
        Keywords: Prioritarianism; Optimal Taxation; Utilitarianism; Redistribution; Inverse-optimum; Taxation; Theory
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        Tuomala, Matti, and Matthew C. Weinzierl. "Prioritarianism and Optimal Taxation." Harvard Business School Working Paper, December 2020.
        • September 2011
        • Article

        A Cancer Center Puts the New Approach to Work: Pilot

        By: Heidi W. Albright and Thomas W. Feeley
        The University of Texas MD Anderson Cancer Center is a National Cancer Institute–designated Comprehensive Cancer Center, located in Houston, Texas. Seeing more than 30,000 new patients every year, MD Anderson accounts for approximately 20% of cancer care within the... View Details
        Keywords: Health Care; Health Care Quality; Measurement; Costing; Accounting; Health; Quality; Health Industry; North and Central America
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        Albright, Heidi W., and Thomas W. Feeley. "A Cancer Center Puts the New Approach to Work: Pilot." R1109B. Harvard Business Review 89, no. 9 (September 2011): 15–16. (This article is a sidebar description of a pilot of time-driven activity-based costing in the HBR article "How to Solve the Cost Crisis in Health Care" by Robert S. Kaplan and Michael E. Porter.)
        • March 2011
        • Article

        To Join or Not to Join: Examining Patent Pool Participation and Rent Sharing Rules

        By: Josh Lerner and Anne Layne-Farrar
        In recognition that participation in modern patent pools is voluntary, we present empirical evidence on participation rates and the factors that drive the decision to join a pool, including the profit sharing rules adopted by the pool's founders. In most participation... View Details
        Keywords: Patents; Alliances; Vertical Integration; Standards
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        Lerner, Josh, and Anne Layne-Farrar. "To Join or Not to Join: Examining Patent Pool Participation and Rent Sharing Rules." International Journal of Industrial Organization 29, no. 2 (March 2011): 294–303.
        • 23 Sep 2008
        • Working Paper Summaries

        New Framework for Measuring and Managing Macrofinancial Risk and Financial Stability

        Keywords: by Dale F. Gray, Robert C. Merton & Zvi Bodie
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