Retirement - Publications - Faculty & Research

01 Sep 2008
News

Faculty Research Online

protecting and monetizing their intellectual property. In a Q&A, Professor Josh Lerner discusses current trends in IP, including the rise of patent pools. See http://hbswk.hbs.edu/item/5925.html. Rethinking Retirement Planning Many of us... View Details

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

14 Oct 2014
News

A man on a mission

“If I’m doing anything to change the world,” says retired NASA administrator Julian Earls (PMD 37, 1979), “it is using any power and influence I have to lift up other people.” He has done that by helping others to further their potential... View Details

November 1998 (Revised July 1999)
Case

Merrill Lynch's Acquisition of Mercury Asset Management

By: Andre F. Perold, Imran Ahmed and Randolph B Altschuler

In the Spring of 1998, Merrill Lynch faced an array of challenges and opportunities related to its global asset management business. The firm had recently completed its $5.3 billion cash acquisition of U.K.-based Mercury Asset Management, a transaction that made it one... View Details

Keywords: Acquisition; Asset Management; Currency; Financial Strategy; Global Strategy; Brands and Branding; Distribution; Production; Organizational Change and Adaptation; Retirement; Japan; Europe; United Kingdom

Citation

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November 2009 (Revised March 2011)
Case

New York Life and Immediate Annuities

By: Julio J. Rotemberg and John T. Gourville

By positioning Immediate Annuities as "guaranteed lifetime income," New York Life has built itself a $1.4 billion per year business by 2009. However, to make Immediate Annuities a mainstream financial product for retirees, New York Life must understand why many... View Details

Keywords: Insurance; Personal Finance; Product Marketing; Consumer Behavior; Retirement; Salesforce Management; Insurance Industry

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Rob Casper

But he can talk about his general criteria: He is looking at first- or second-generation businesses owned by people approaching retirement who don't have successors capable of, or interested in, assuming the responsibilities of ownership.... View Details

01 Apr 1999
News

A Random Sampling of HBS Graduates in the News

citadels of culture, the Metropolitan Museum of Art. Houghton, who retired as chairman of Corning Inc. in 1996, told the New York Times (January 12, 1999) that a principal facet of the job of Met chairman is that "you've got to watch to... View Details

01 Mar 2015
News

Alumni and Faculty Books for March 2015

medium of photography since the author first took up a camera. Falling Short: The Coming Retirement Crisis and What to Do about It by Charles Ellis (MBA 1963), Alicia H. Munell, and Andrew D. Eschtruth (Oxford University Press) A concise... View Details

Keywords: Publishing Industries (except Internet); Information

01 Feb 1998
News

A Player's View: Gord Kluzak (MBA '98)

sportsmanship, Kluzak registered an impressive career with the Bruins despite undergoing eleven operations precipitated by a 1984 knee injury. He retired in 1990 and, at age 27, entered Harvard College as a sophomore. In Kluzak's era a... View Details

Keywords: James E. Aisner

11 Oct 2022
News

On Balance

Wooldridge’s career in nonprofits and politics, including 13 years in the Parliament of Victoria, with three years as minister for women’s affairs and two years as shadow minister for jobs, innovation, and trade. After retiring in 2020,... View Details

Keywords: April White

08 Jan 2016
News

Investing in Sustainability

production to feed the rapidly growing world population, expected to reach 9 billion in the next three decades. So in 2013, at the age of 41, Tiller retired from hedge-fund management to establish Sustainable America, an ambitious... View Details

Keywords: April White; Agriculture

01 Jun 2015
News

The Military and the MBA: Lance Batchelor (MBA 1993)

“Operating under intense pressure.” —Similarities between submarines, the classroom, and the boardroom Lance Batchelor (MBA 1993) served in the British Royal Navy for eight years, retiring as a lieutenant. The former CEO of Domino’s Pizza... View Details

Keywords: National Security and International Affairs; Government

01 Aug 2001
News

George C. Lodge

and was a leading figure in teaching a new required module in Decision Making and Ethical Values. Since retiring from the active faculty four years ago, Lodge has continued his research on globalization and the development of emerging... View Details

Keywords: Alumni Achievement Award; Stanley F. Teele; Ezra F. Vogel; John W. Rosenblum

01 Aug 2001
News

Ray A. Goldberg (MBA '50)

companies and countries worldwide and, before retiring in 1997, had taught some seven thousand Harvard MBA students and ten thousand Executive Education participants. Most recently, Goldberg has focused on the impact that advances in... View Details

Keywords: Alumni Achievement Award; John H. Davis; Agriculture; Scientific Research and Development Services

05 Jul 2006
Research & Ideas

Reinventing the Dowdy Savings Bond

programs," he says. "The money is there at refund time. We just need to help families try to save some of it." Easy To Buy Other recommendations Tufano offers include marketing the program through volunteer tax preparers; the creation of a bond-based... View Details

Keywords: by Julia Hanna; Banking; Financial Services

19 Jun 2013
News

Ann Moore, MBA 1978

presiding over an empire of more than 145 magazines, websites, and brand extensions. Now retired, Moore reflects on the significance of her MBA. "I owe my career to HBS," she says. "It opened doors in the 1970s that would not have been opened to me as a young woman.... View Details

01 Dec 2000
News

A Plastic Fantastic Friendship

prints, and objects. In 1980, the Morses presented their collection to the city of St. Petersburg, Florida, their retirement residence, which opened the Salvador Dalí Museum to house and exhibit the work. View Details

Keywords: Salvador Dali; Museums, Historical Sites, and Similar Institutions; Arts, Entertainment; Plastics and Rubber Products Manufacturing; Manufacturing

08 Apr 2016
Research & Ideas

How to Hire a Millennial

General Electric isn’t moving to Boston’s waterfront for the views, however breathtaking they may be. In the increasingly fierce battle for millennial talent, GE’s decision to uproot its long-time headquarters from suburban Connecticut is nothing less than a... View Details

Keywords: by Joseph Fuller

01 Mar 2004
News

Take 2: From Ad Copy to Cuneiform

68de8c2ce3ee202dde70bc45957e0ca6 Since retiring from the advertising business in 1994, Joan O. Rothberg (MBA ’63) has spent a good deal of time crawling around in the dirt. But she’s not just puttering in her Summit, New Jersey, garden... View Details

Keywords: Margie Kelley; archaeology; Museums, Historical Sites, and Similar Institutions; Arts, Entertainment

Career Coach

Jim Warner

Jim (HBS ’80, Yale ‘75) is a board member and advisor to technology and services companies in marketing and media and a veteran of the media and entertainment business. He guides students and alums interested in careers in entertainment, media and marketing and alumni... View Details

Keywords: Entertainment / Media; Publishing / Communications / Advertising; Technology

01 Oct 1998
News

Class of 1949 Gift Supports HBS Faculty Development

L. Gregory, Jr. (MBA '49), retired chairman of Rohm & Haas and chairman of the 45th Reunion campaign, noted, "Our class recognizes the importance of a superior faculty in maintaining the School's leadership position in management... View Details

Keywords: Nancy O. Perry

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