Sara L. Fleiss - Publications - Faculty & Research

February 2023
Case

Doing Business in Seoul, South Korea

By: Sara Fleiss, Leonard A. Schlesinger, Bonnie Yining Cao and Dawn H. Lau

This case examines the challenges and opportunities of doing business in Seoul, South Korea. It highlights South Korea's economic development in the decades leading up to 2023 in the context of its history, culture, and politics. View Details

Keywords: Emerging Markets; Strategy; Management; Social Enterprise; Technology Industry; Consulting Industry; South Korea; United States

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December 2022
Case

The Economics of Growing the Cartwright Family

By: Emily R. McComb and Sara L. Fleiss

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December 2022
Exercise

Choose Your Own Adventure: Your Financial Health (B): 5 Years Later, What Now?

By: Sara Fleiss and Emily R. McComb

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November 2022
Case

The Cartwrights’ Next Home: To Rent or To Buy?

By: Emily R. McComb and Sara Fleiss

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November 2022 (Revised December 2022)
Exercise

Choose Your Own Adventure: Your Financial Health (A): Congratulations, HBS Grad! Now, What?

By: Sara Fleiss and Emily R. McComb

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June 2022
Background Note

FIELD Immersion 2022: San Antonio, Texas

By: Tarun Khanna, Sara Fleiss and James Barnett

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December 2021
Case

Grace Capital

By: Sara Fleiss, Robin Greenwood, Eren Kuzucu and Denise Han

In March 2020, the global pandemic was delivering a dose of volatility to the U.S. economy. Catherine Faddis, the CIO of Grace Capital, a Boston-based long-only equity manager, analyzed movements in her portfolio while eyeing previously shelved opportunities to invest... View Details

Keywords: Preferred Stock; COVID-19 Pandemic; Economy; Health Pandemics; Volatility; Entrepreneurship; Finance; Investment; Strategy; Decision Making; Investment Portfolio; Financial Services Industry; United States

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August 2019 (Revised November 2019)
Case

Sustainable Investing at J.P. Morgan Private Bank

By: Sara Fleiss and Luis Viceira

This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family... View Details

Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry

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