Publications

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August 15, 2014
Article

Can an Outside CEO Run a Family-Owned Business?

By: Josh Baron and Rob Lachenauer

This article explores the intricate dynamics that often characterize family-owned businesses, shedding light on key archetypes that play prominent roles within these organizations. Using a narrative approach, the article illustrates the challenges faced by leaders... View Details

Keywords: Family Ownership; Personal Characteristics; Family and Family Relationships; Management Practices and Processes

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Nitin Nohria served as the tenth dean of Harvard Business School from 2010-2020. He previously served as co-chair of the Leadership Initiative, Senior Associate Dean of Faculty Development, and Head of the Organizational Behavior unit.

As Dean, building on... View Details

June 2003
Case

In-N-Out Burger

By: Youngme E. Moon, Lucy Cummings, Sonali Sampat, Sam Thakarar and Kerry Herman

In-N-Out Burger is a fast-food chain with 171 company-owned locations in three states--California, Nevada, and Arizona. It has an extremely hardcore customer base and the company appears to be in good financial health. The primary issue in this case concerns expansion:... View Details

Keywords: Customer Relationship Management; Profit; Leadership Development; Brands and Branding; Product Marketing; Distribution; Expansion; Food and Beverage Industry; Arizona; California; Nevada

While neoclassical models suggest that improving the quality of financial information tightens the link between the realization of the information and the underlying fundamentals, models of recent crises suggest that higher information quality can generate... View Details

January 2013
Case

Zappos.com 2009: Clothing, Customer Service, and Company Culture (MM)

By: Frances X. Frei and Robin J. Ely

On July 17, 2009, Zappos.com, a privately-held online retailer of shoes, clothing, and other soft-line retail categories, learned that Amazon.com, a $19 billion multinational online retailer, had won its Board of Directors' approval to offer to merge the two companies.... View Details

Keywords: Customer Relationship Management; Internet and the Web; Mergers and Acquisitions; Organizational Culture; Growth and Development Strategy; Apparel and Accessories Industry; Retail Industry

February 1998 (Revised July 1998)
Case

Rob Parson at Morgan Stanley (A)

Rob Parson was a star producer in Morgan Stanley's Capital Markets division. He had been recruited from a competitor the prior year and had generated substantial revenues since joining the firm. Unfortunately, Parson's reviews from the 360-degree performance evaluation... View Details

Keywords: Management; Personal Development and Career; Performance Evaluation; Financial Services Industry

November 1999
Case

Long-Term Capital Management, L.P. (C)

By: Andre F. Perold

Long-Term Capital Management, L.P. (LTCM) was in the business of engaging in trading strategies to exploit market pricing discrepancies. Because the firm employed strategies designed to make money over long horizons--from six months to two years or more--it adopted a... View Details

Keywords: Fluctuation; Capital; Financial Liquidity; Financing and Loans; Investment Funds; Investment Portfolio; Corporate Governance; Governing Rules, Regulations, and Reforms; Management; Risk Management; Markets; Motivation and Incentives; Financial Services Industry

March 2016
Case

Residency Select or J3Personica?

By: William Kerr and Kathryn S. Roloff

Residency Select, LLC provides psychometric assessments for matching medical students to residency programs. After a series of successful pilots, founder Alan Friedman is considering whether to continue developing his offerings in this area, or whether to expand into... View Details

Keywords: Marketplace Matching; Expansion; Higher Education; Entrepreneurship; Health Care and Treatment; Growth and Development Strategy; Service Industry

Fall 2012
Article

Innovation Strategy and Entry Deterrence

By: Ozge Turut and Elie Ofek

We model an incumbent's decision to pursue radical or incremental innovation when facing a rival entrant. The radical innovation may yield lucrative financial returns but entails significant technological and market-related uncertainties. It is also particularly... View Details

Keywords: Competition; Innovation Strategy; Risk and Uncertainty; Markets; Mathematical Methods

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July 2007 (Revised July 2008)
Case

The Beijing Dream

By: Arthur I Segel, Voon Siang Lee, Jialei Tian and Ying Laura Wang

The purchase of a single-family home is generally the major investment for most young couples in China. Shows in detail the process that a young couple goes through in late April 2007 to find, finance, and close on an apartment in Beijing within what they believe to be... View Details

Keywords: Property; Investment; Cost; Emerging Markets; Financing and Loans; Acquisition; Activity Based Costing and Management; Internet and the Web; Management Practices and Processes; Real Estate Industry; Beijing; United States

The report commends the broad-based governmental actions initially taken to support the economy, citizens, and the corporate sector during the Covid pandemic. However, structural changes in our economies due to the pandemic, and growing corporate... View Details

September 2011
Article

A Global Leader's Guide to Managing Business Conduct

By: Lynn S. Paine, Rohit Deshpandé and Joshua D. Margolis

An extensive global survey by three Harvard Business School professors finds that employees agree on core standards of corporate behavior. But meeting those standards will require new approaches to managing business conduct. The compliance and ethics programs of most... View Details

Keywords: Leadership; Management; Ethics; Cross-Cultural and Cross-Border Issues; Globalized Firms and Management; Standards; Corporate Accountability; Corporate Governance

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23 Jun 2008
Research & Ideas

Innovative Ways to Encourage Personal Savings

have much money to begin with can make savings more feasible or more fun, or both. Given the diversity of financial conditions, social settings, and personal circumstances of families, and against the backdrop of consumerism View Details

Keywords: by Martha Lagace; Financial Services

08 Feb 2000
Research & Ideas

Building Effective R&D Capabilities Abroad

products from development to market at an ever more rapid pace." In the following excerpt, Kuemmerle examines two foreign R&D sites created to meet those two needs: a home-base-augmenting site,... View Details

Keywords: by Walter Kuemmerle

January 2025
Case

Index and Active Investing: Vanguard and the New Frontier of Active ETFs

By: Marco Sammon, Luis M. Viceira and Jonathan Kanagasabai

This case explores Vanguard’s strategic decision-making process as it considers entering the growing market for actively managed exchange-traded funds (ETFs). Set in 2024, the case places students in the position of Rodney Comegys, Vanguard’s global head of the Equity... View Details

Keywords: Asset Management; Financial Strategy; Investment Funds; Investment Portfolio; Financial Services Industry

André Perold is a Founder, Partner, and Chief Investment Officer of HighVista Strategies, a Boston-based investment firm. HighVista focuses on investing in structurally inefficient public and private markets, including in life sciences, lower middle market private... View Details

Keywords: financial services; financial services; financial services; financial services; financial services

July 2021
Teaching Plan

Aligning Mission and Margin at Southern Bancorp

By: Rebecca Henderson, Brian Trelstad and Eren Kuzucu

Teaching Plan for HBS Case No. 321-099. In October 2020, after spending almost a decade to turnaround Southern Bancorp, an Arkansan bank founded with the mission to provide financial services to rural, underserved communities, CEO Darrin Williams is wondering how... View Details

Keywords: Racial Wealth Gap; Banks and Banking; Growth and Development; Corporate Social Responsibility and Impact; Mission and Purpose; Going Public; Investment Return; Social Issues; Wealth and Poverty; Financial Services Industry; Financial Services Industry; United States; Arkansas

24 Mar 2009
First Look

First Look: March 24, 2009

effects of v4 scarcity, while obtaining price discovery and allocative efficiency benefits of market transactions. Download the paper: http://www.hbs.edu/research/pdf/09-091.pdf Why Do Countries Adopt International View Details

Keywords: Martha Lagace

January 2021
Supplement

A Half-Deal

By: Marco Di Maggio, Pedro Levindo and Carla Larangeira

In June 2020, XP and Itaú faced intensified competition and tension in their partnership, with the latter owning a minority stake at XP. Two years earlier, in May 2017, Itaú had announced it would acquire 49.9% of XP for $1.8 billion, followed by three additional... View Details

Keywords: Fintech; Financing Strategy; Competition; Partners and Partnerships; Financing and Loans; Strategy; Latin America; Brazil