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      • Faculty Publications  (98)

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      • February 2023
      • Case

      All Options on the Table: The Haber Family

      By: Lauren Cohen, Grace Headinger and Juan Ruiz
      Frida Jassan Haber, second-generation Chief Financial Officer of Haber Holdings, deliberated over the right family office solution for their family’s needs. After years of working with trusted private bankers, the family had decided to pursue other options that offered...  View Details
      Keywords: Latin America; Mexico; Family Business; Financial Institutions; Decision Making; Fashion Industry; Financial Services Industry; Latin America; Mexico
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      Cohen, Lauren, Grace Headinger, and Juan Ruiz. "All Options on the Table: The Haber Family." Harvard Business School Case 223-052, February 2023.
      • January 2023
      • Case

      First to Fight? Culture, Tradition and the United States Marine Corps (USMC)

      By: Ranjay Gulati, Akhil Iyer and Joel Malkin
      Over a history of more than 240 years, the United States Marine Corps has forged a distinct culture and institutional identity centered on its “warrior ethos.” In the wars of American history, Marines fought with uncommon valor, rising to international prominence for...  View Details
      Keywords: Change Management; Transformation; Talent and Talent Management; Government Administration; Management Practices and Processes; Management Systems; Organizational Change and Adaptation; Organizational Culture; Performance Effectiveness; United States
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      Gulati, Ranjay, Akhil Iyer, and Joel Malkin. "First to Fight? Culture, Tradition and the United States Marine Corps (USMC)." Harvard Business School Case 423-051, January 2023.
      • October 2022 (Revised January 2023)
      • Case

      Century Bank: Closing Time?

      By: Lauren Cohen, Grace Headinger and Bill Kwon
      Barry Sloane, second-generation Chairman, President, and CEO of his family’s bank, Century Bank, weighed whether to sell to Eastern Bank. As a small regional bank, Century faced a number of challenging trends, such as digitization and market share decline in the coming...  View Details
      Keywords: Family Office; Business Exit; Banking; Family; Massachusetts; Boston; United States; Acquisition; Business Exit or Shutdown; Family Business; Family and Family Relationships; Interpersonal Communication; Decision Making; Finance; Banks and Banking; Risk and Uncertainty; Emotions; Banking Industry; Boston; Massachusetts; United States
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      Cohen, Lauren, Grace Headinger, and Bill Kwon. "Century Bank: Closing Time?" Harvard Business School Case 223-040, October 2022. (Revised January 2023.)
      • October 2022
      • Technical Note

      Entrepreneurial Legacy

      By: Christina R. Wing, David M. Werdiger, Vicki Morton and Elizabeth Breiter
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      Wing, Christina R., David M. Werdiger, Vicki Morton, and Elizabeth Breiter. "Entrepreneurial Legacy." Harvard Business School Technical Note 623-032, October 2022.
      • 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; Real Estate Industry; Technology Industry; United States; Massachusetts; Boston; Florida; Miami
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      Cohen, Lauren, and Grace Headinger. "An Heir with No Spare: The Deitch Family Office." Harvard Business School Case 223-019, October 2022.
      • August 2022
      • Case

      One Tiger Per Mountain: The He Family Office

      By: Lauren Cohen, Fei Wu and Grace Headinger
      Roy He, founder and majority shareholder of his family construction material production company, was preparing to pass down the family business through its first generational handover to his children. His decision would establish his familial legacy and set a precedent...  View Details
      Keywords: Governance Structure; Family Business; Family Ownership; Strategic Planning; Family and Family Relationships; Leadership; Construction Industry; Canton (city, China); Canton (province, China); China
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      Cohen, Lauren, Fei Wu, and Grace Headinger. "One Tiger Per Mountain: The He Family Office." Harvard Business School Case 223-001, August 2022.
      • July 2022 (Revised October 2022)
      • Case

      Sixty Years of Sylvia’s

      By: Christina R. Wing, Carlton Burrell Jr., Chika-Dike Nwokike and Abby Patrick
      Sylvia’s Restaurant, approaching its sixtieth anniversary this August, is a testament to the values instilled by the matriarch herself, Sylvia Woods. Despite living through an era of racial oppression and poverty, Sylvia accessed financing and established her financial...  View Details
      Keywords: Community; Legacy; Small Business; Values and Beliefs; Success; Expansion; Growth and Development Strategy
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      Wing, Christina R., Carlton Burrell Jr., Chika-Dike Nwokike, and Abby Patrick. "Sixty Years of Sylvia’s." Harvard Business School Case 623-018, July 2022. (Revised October 2022.)
      • April 2022
      • Case

      The First Opium War and Global Free Trade

      By: Jeremy Friedman and Allison Lazarus
      The First Opium War (1839-1842) symbolized the peak of the era of European imperialism, with a political and cultural legacy that remains potent to this day. The British Empire, “acquired in a fit of absent-mindedness” as one observer famously claimed, seemed to be...  View Details
      Keywords: Imperialism; Narcotics; Importing; History; Globalized Markets and Industries; Trade; Social Issues
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      Friedman, Jeremy, and Allison Lazarus. "The First Opium War and Global Free Trade." Harvard Business School Case 722-052, April 2022.
      • March 2022 (Revised October 2022)
      • Case

      John F. Kennedy: Changing the World

      By: Robert Simons and Max Saffer
      This case traces the rise of John F. Kennedy from a wealthy family in Boston to president of the United States. The case describes how Kennedy, as a young man, lived a privileged life in the shadow of his older brother, Joe. When Joe was killed in World War II, Jack...  View Details
      Keywords: Politics; Business And Government; Legacy; Leadership Development; Personal Characteristics; Business and Government Relations; Success; Power and Influence; Decision Making; Personal Development and Career; United States
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      Simons, Robert, and Max Saffer. "John F. Kennedy: Changing the World." Harvard Business School Case 122-088, March 2022. (Revised October 2022.)
      • 2022
      • Book

      Legacy of Violence: A History of the British Empire

      By: Caroline M. Elkins
      Sprawling across a quarter of the world’s land mass and claiming nearly seven hundred million people, Britain’s twentieth-century empire was the largest empire in human history. For many Britons, it epitomized their nation’s cultural superiority, but what legacy did...  View Details
      Keywords: Imperialism; Violence; Colonialism; History; Government and Politics; Power and Influence; Race; Policy; United Kingdom
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      Elkins, Caroline M. Legacy of Violence: A History of the British Empire. New York, NY: Alfred A. Knopf, 2022.
      • 2022
      • Chapter

      State-Formation, Statist Islam, and Regime Instability: Evidence from Turkey

      By: Kristin Fabbe
      Religion, and particularly the forces of political Islam and state secularism, have been central to discussions of regime stability in the Turkish case. Intense polarization, political instability, and military interventions have propelled Turkey into crisis about once...  View Details
      Keywords: Ottoman Empire; Regime; State Secularism; Political Islam; Democracy; Autocracy; Religion; Government and Politics; Turkey
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      Fabbe, Kristin. "State-Formation, Statist Islam, and Regime Instability: Evidence from Turkey." In The Oxford Handbook of Politics in Muslim Societies, edited by Melani Cammett and Pauline Jones. New York: Oxford University Press, 2022.
      • February 2022
      • Case

      NFX Capital and Moov Technologies

      By: Scott Duke Kominers and Nicole Tempest Keller
      In July 2019, James Currier, a general partner at San Francisco-based NFX Ventures, was considering a seed stage investment of $1.5 million in Moov Technologies, a B2B marketplace for used industrial equipment. NFX was a venture capital firm focused on seed-stage...  View Details
      Keywords: Venture Capital; Network Effects; Marketplace Matching; Digital Platforms; Market Design; Applications and Software; Semiconductor Industry; Financial Services Industry; San Francisco
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      Kominers, Scott Duke, and Nicole Tempest Keller. "NFX Capital and Moov Technologies." Harvard Business School Case 822-045, February 2022.
      • Winter 2022
      • Article

      Leading Disruption in a Legacy Business: A Compelling Growth Ambition Is a Critical Enabler for New Ventures

      By: Andy Binns, Michael Tushman and Charles O'Reilly
      Leading innovation in established corporations is difficult. Active inertia and dynamic conservatism are real. Still, leaders can drive disruptive ventures from inside large corporations. These leaders ideate, incubate, and scale innovations, much as an entrepreneur...  View Details
      Keywords: Disruptive Innovation; Innovation and Management; Leading Change; Organizational Change and Adaptation; Business Model
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      Binns, Andy, Michael Tushman, and Charles O'Reilly. "Leading Disruption in a Legacy Business: A Compelling Growth Ambition Is a Critical Enabler for New Ventures." MIT Sloan Management Review 63, no. 2 (Winter 2022).
      • January 2022
      • Background Note

      Native American Incarceration

      By: Reshmaan Hussam, Sophus A. Reinert and Jordan Naylor
      In the early twenty-first century the Native American populations of the United States continued to live with the legacy of colonialism, ethnic cleansing, and cultural destruction. Although other minority groups had increasingly been able to make their voices heard,...  View Details
      Keywords: Colonialism; Incarceration; Social Issues; Race; Equality and Inequality; History
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      Hussam, Reshmaan, Sophus A. Reinert, and Jordan Naylor. "Native American Incarceration." Harvard Business School Background Note 722-042, January 2022.
      • 2022
      • Book

      Leadership to Last: How Great Leaders Leave Legacies Behind

      By: Geoffrey Jones and Tarun Khanna
      Society tends to glorify the get-rich-quick entrepreneur who builds a company, takes it public and then (maybe) contributes to charity. In Leadership to Last, Geoffrey Jones and Tarun Khanna discuss the interviews they and other Harvard faculty have undertaken...  View Details
      Keywords: Innovation; Corruption; Gender; Innovation and Invention; Leadership; Philanthropy and Charitable Giving; Society; India; Pakistan; Bangladesh; Middle East; Africa; Latin America; Philippines
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      Jones, Geoffrey, and Tarun Khanna. Leadership to Last: How Great Leaders Leave Legacies Behind. Gurgaon, India: Penguin Random House India, 2022.
      • 2022
      • Book

      Ripe for Revolution: Building Socialism in the Third World

      By: Jeremy Friedman
      A historical account of ideology in the Global South as the postwar laboratory of socialism, its legacy following the Cold War, and the continuing influence of socialist ideas worldwide.

      In the first decades after World War II, many newly independent...  View Details
      Keywords: Socialism; Economic Systems; Globalization; Government and Politics; Developing Countries and Economies
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      Friedman, Jeremy. Ripe for Revolution: Building Socialism in the Third World. Cambridge, MA: Harvard University Press, 2022.
      • 2021
      • Working Paper

      Capitalism, Slavery, and the Legacy of Cesare Beccaria

      By: Sophus A. Reinert
      The Milanese Marquis Cesare Beccaria (1738-1794) dedicated his life first to theorizing a more just and equal society grounded in individual rights, anchored in secular political economy rather than in religious dogma, then to realizing this bold vision...  View Details
      Keywords: Slavery; Racism; Capitalism; History; Society
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      Reinert, Sophus A. "Capitalism, Slavery, and the Legacy of Cesare Beccaria." Harvard Business School Working Paper, No. 22-034, December 2021. (Revised January 2022.)
      • October 2021 (Revised January 2022)
      • Supplement

      Michael Ku and Global Clinical Supply at Pfizer Inc.: Bringing Hope to Patients (C)

      By: Linda A. Hill and Emily Tedards
      This case is the third installment in a series about the 10-year cultural and digital transformation of Pfizer’s Global Clinical Supply organization. In 2011, Michael Ku became Pfizer’s Vice President of Global Clinical Supply (GCS) after the company had undergone...  View Details
      Keywords: Clinical Supply Chain; COVID-19; Vaccine; Agile; Innovation and Invention; Change Management; Organizational Culture; Transformation; Leadership; Corporate Strategy; Health Pandemics; Crisis Management; Mission and Purpose; Health Care and Treatment; Supply Chain Management; Digital Transformation
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      Hill, Linda A., and Emily Tedards. "Michael Ku and Global Clinical Supply at Pfizer Inc.: Bringing Hope to Patients (C)." Harvard Business School Supplement 422-041, October 2021. (Revised January 2022.)
      • Oct 2021
      • Other Presentation

      Legacy of Violence and the End of Empire

      By: Caroline M. Elkins
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      Elkins, Caroline M. "Legacy of Violence and the End of Empire." Random House Group Ltd., London, UK, October 2021.
      • September 2021
      • Supplement

      The Boston Beer Company (B): Growth and Uncertainty

      By: Christina R. Wing and John Masko
      The first three years of CEO Dave Burwick’s tenure were tumultuous for the Boston Beer Company. The company’s hard seltzer products continued to grow unexpectedly quickly, eclipsing the company’s legacy Samuel Adams beer products. Meanwhile, a polarizing political...  View Details
      Keywords: Entrepreneurship; Leadership; Strategy; Growth Management; Food and Beverage Industry; Boston; United States
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      Wing, Christina R., and John Masko. "The Boston Beer Company (B): Growth and Uncertainty." Harvard Business School Supplement 622-051, September 2021.
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