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Show Results For
- All HBS Web
(2,389)
- People (4)
- News (828)
- Research (987)
- Events (7)
- Multimedia (48)
- Faculty Publications (478)
- 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
Keywords: Family Office; Philanthropy; Charitable Giving; Family; Family Business; Talent and Talent Management; Entrepreneurship; Governance; Values and Beliefs; Job Search; Organizational Design; Organizational Structure; Family Ownership; Philanthropy and Charitable Giving; Family and Family Relationships; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States; Massachusetts; Boston; Florida; Miami
Cohen, Lauren, and Grace Headinger. "An Heir with No Spare: The Deitch Family Office." Harvard Business School Case 223-019, October 2022.
- 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
Cohen, Lauren, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka, and Anna Yuan. "To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy." Harvard Business School Case 223-021, October 2022. (Revised September 2024.)
- 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
- August 2011
- Supplement
Raj Datta, Former Chief Knowledge Officer of MindTree, In-Class Comments, April 1, 2011
By: David A. Garvin
MindTree is a mid-sized Indian IT services company known for its knowledge management practices, its collaborative communities, and its strong culture and values. The CEO has set a goal of becoming a $1 billion company by 2014; to reach that goal, employees must create... View Details
Keywords: Knowledge Management; Social and Collaborative Networks; Innovation and Invention; Organizational Culture; Learning; Values and Beliefs; Information Technology Industry; Service Industry; India
Garvin, David A. "Raj Datta, Former Chief Knowledge Officer of MindTree, In-Class Comments, April 1, 2011." Harvard Business School Video Supplement 312-703, August 2011.
- 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
Larkin, Ian, and Hal Movius. "V-Cola: Confidential Instructions for C.F. Oh Chief Financial Officer, Trek Beverages." Harvard Business School Supplement 912-048, March 2012. (Revised July 2018.)
- March 2012 (Revised October 2021)
- Supplement
V-Cola: Confidential Instructions for Cash Adman Chief Financial Officer, Chikara Advertising
By: Ian Larkin and Hal Movius
Larkin, Ian, and Hal Movius. "V-Cola: Confidential Instructions for Cash Adman Chief Financial Officer, Chikara Advertising." Harvard Business School Supplement 912-044, March 2012. (Revised October 2021.)
- 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
- 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
- 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 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
Quelch, John A. "Lenovo Chief Marketing Officer and Senior VP E-Commerce, Deepak Advani, Interviewed by Professor John Quelch." Harvard Business School Video Supplement 509-711, August 2008.
- 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
- March 2012
- Case
Ponce de Leon: Confidential Instructions for Donald Sanger, Chief Financial Officer, Panama Studios
By: Ian Larkin
Larkin, Ian. "Ponce de Leon: Confidential Instructions for Donald Sanger, Chief Financial Officer, Panama Studios." Harvard Business School Case 912-039, March 2012.
- 15 Mar 2019
- News
JP Morgan Chase Opens New Office in Dublin
- 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
Kaplan, Robert S. "Dakota Office Products." Harvard Business School Case 102-021, August 2001. (Revised February 2005.)
- 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
Zelleke, Andy, and Tony Mayo. "Finalizing a Deal between Riva Corporation and Charlton Corporation: Riva's Internal Deliberation (E)—Riva's Chief Strategy Officer." Harvard Business School Exercise 316-024, August 2015.
- 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
Zhu, Feng, Ying Zhang, Krishna G. Palepu, Anthony K. Woo, and Nancy Hua Dai. "Ant Financial (A)." Harvard Business School Case 617-060, March 2017. (Revised March 2019.)