Publications

October 2022
Case

An Heir with No Spare: The Deitch Family Office

By: Lauren Cohen and Grace Headinger

Joe and Matt Deitch, father and son, knew it was time to start their own family office. Matthew had recently joined his father at the family’s three enterprises, and they both realized that their family’s needs had grown increasingly complex over the years. In search... View Details

12 Jul 2010
Conference Presentation

Don't Stone the CROs! - The Evolving Role of the Chief Risk Officer

By: Anette Mikes

Keywords: Management Teams

09 Jul 2010
Conference Presentation

Don't Stone the CROs! - The Evolving Role of the Chief Risk Officer

By: Anette Mikes

Keywords: Management Teams

March 2012 (Revised July 2018)
Supplement

V-Cola: Confidential Instructions for C.F. Oh Chief Financial Officer, Trek Beverages

By: Ian Larkin and Hal Movius

March 2012 (Revised October 2021)
Supplement

V-Cola: Confidential Instructions for Cash Adman Chief Financial Officer, Chikara Advertising

By: Ian Larkin and Hal Movius

Blog

Two-Year Action Plan Update: Q+A with Terrill Drake, Chief Diversity and Inclusion Officer at Harvard Business School

We want to be the catalyzing force that empowers folks to work on their own behalf, for their colleagues or the constituents they serve, and the institution. There continues to be much interest and excitement about the work that our View Details

27 Nov 2023
News

Wellmeaning Companies: Family, Non-family and Financial Family Office Succession

October 2022 (Revised September 2024)
Case

To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy

By: Lauren Cohen, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka and Anna Yuan

Peter Tolman, a first-generation investment professional, debated which family office strategy to adopt for managing his family’s assets. As the sole steward of his family’s wealth, he sought to conserve and grow his family’s wealth for him, his wife, and his two very... View Details

Keywords: Family Office; Investment Strategy; Family Business; Financial Strategy; Investment; Strategy; Diversification; Management; Asset Management; Wealth; Financial Services Industry; United States; Canada

31 Jan 2023
News

8 Strategies for Chief Data Officers to Create — and Demonstrate — Value

08 Oct 2014
Research & Ideas

Who Is the Chief Sustainability Officer?

efforts. But despite dozens of individuals in some of the world's largest companies taking on these duties, the role has been little studied. Just what are chief sustainability officers (CSO), where do they... View Details

Keywords: by Dina Gerdeman; Manufacturing

01 Dec 2017
News

2017 in Finance: Helping Consumers Improve Their Financial Life

financial life. Think of it like a trip to the doctor: The doctor doesn’t just tell you your cholesterol level. He tells you what that means, how it compares to others in your age group, and what choices you have given that information.... View Details

Keywords: Omer Ismail (MBA 2007), chief commercial officer, Marcus by Goldman Sachs, the firm’s digital consumer financial services business; Finance

August 2008
Supplement

Lenovo Chief Marketing Officer and Senior VP E-Commerce, Deepak Advani, Interviewed by Professor John Quelch

By: John A. Quelch

Professor John Quelch interviewed Lenovo CMO, Deepak Advani, regarding Lenovo's buy-out of IBM's personal computer business, and Lenovo's marketing strategy leading up to the 2008 Summer Olympics in Beijing, China. View Details

Keywords: Advertising; Leveraged Buyouts; Brands and Branding; Marketing Strategy; Hardware; Computer Industry; China

December 2017
Teaching Note

Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund

By: Steven Rogers and Valerie Mosley

Teaching Note for HBS No. 317-044. View Details

August 2001 (Revised February 2005)
Case

Dakota Office Products

By: Robert S. Kaplan

The senior management team of Dakota, an office products distributor, is concerned about the company's first loss in history. Explores the role for activity based costing and customer profitability measurement in a distribution company. Dakota's customers are... View Details

Keywords: Activity Based Costing and Management; Order Taking and Fulfillment; Profit; Distribution; Customers; Distribution Industry

29 Apr 2022
News

The New Meaning Of CTO: Why Leaders Should Strive To Be The Chief Trust Officer

March 2012
Case

Ponce de Leon: Confidential Instructions for Donald Sanger, Chief Financial Officer, Panama Studios

By: Ian Larkin

15 Mar 2019
News

JP Morgan Chase Opens New Office in Dublin

Keywords: JP Morgan Chase; Brexit; politics; financial regulation; financial crisis

March 2017 (Revised March 2019)
Case

Ant Financial (A)

By: Feng Zhu, Ying Zhang, Krishna G. Palepu, Anthony K. Woo and Nancy Hua Dai

Headquartered in Hangzhou (China), Ant Financial has grown into a fintech “Unicorn.” The fintech empire that the company established spanned verticals such as mobile and online payment (Alipay), money market fund (Yu’e Bao), wealth management (Ant Fortune),... View Details

Keywords: Growth and Development Strategy; Global Strategy; Finance; Opportunities; Financial Services Industry; Financial Services Industry

August 2015
Exercise

Finalizing a Deal between Riva Corporation and Charlton Corporation: Riva's Internal Deliberation (E)—Riva's Chief Strategy Officer

By: Andy Zelleke and Tony Mayo