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Publications

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    • All HBS Web  (733)
      • Faculty Publications  (106)

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      • January 2023
      • Case

      Baofeng's Philanthropic Efforts in China

      By: Lauren Cohen, Hao Gao, Bo Li and Zhaoheng Gong
      Yanbao Dang, President of Baofeng Group and founder of the Yanbao Foundation, Baofeng Group’s philanthropic arm, weighed how the family nonprofit could maximize its impact. On a mission to eliminating poverty through broadening access to educational opportunities in...  View Details
      Keywords: Family Business; Entrepreneurship; Rural Scope; Social Enterprise; Nonprofit Organizations; Social Issues; Poverty; Resource Allocation; Green Technology Industry; Education Industry; China; Asia
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      Cohen, Lauren, Hao Gao, Bo Li, and Zhaoheng Gong. "Baofeng's Philanthropic Efforts in China." Harvard Business School Case 223-067, January 2023.
      • October 2022
      • Case

      Star Magnolia Capital: Becoming Experts at Finding Experts

      By: Lauren Cohen, Hao Gao, River Ewing and Grace Headinger
      Shinya Deguchi, Founder and Managing Partner of Star Magnolia Capital, a Shanghai-based multi-family office (MFO), considered how to convince a new prospective family that the MFO’s endowment model approach would best suit their needs. In recent decades, there has been...  View Details
      Keywords: China; Asia; Family Office; Shanghai; Financial Industry; Asset Management; Financial Instruments; Financial Management; Financial Strategy; Investment; Investment Return; Investment Portfolio; Human Capital; Family Business; Financial Services Industry; China; Shanghai
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      Cohen, Lauren, Hao Gao, River Ewing, and Grace Headinger. "Star Magnolia Capital: Becoming Experts at Finding Experts." Harvard Business School Case 223-038, October 2022.
      • October 2022
      • 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; U.S.; Canada; Family Business; Financial Strategy; Investment; Strategy; Diversification; Management; Financial Services Industry; United States; Canada
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      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.
      • September 2022
      • Case

      Esas Group: Investing Together, Staying Together

      By: Christina R. Wing and Alpana Thapar
      This case opens in June 2022, after Esas Group, one of Turkey’s largest family-owned investment firms, implements a series of changes to professionalize the business and help transition family members from operators to responsible investors. In December 2019, the Group...  View Details
      Keywords: Family Business; Transition; Business or Company Management; Organizational Structure; Governing and Advisory Boards; Governance; Financial Services Industry; Turkey
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      Wing, Christina R., and Alpana Thapar. "Esas Group: Investing Together, Staying Together." Harvard Business School Case 623-027, September 2022.
      • September 2022
      • Article

      The Impact of Financial Assistance Programs on Health Care Utilization: Evidence from Kaiser Permanente

      By: Alyce S. Adams, Raymond Kluender, Neale Mahoney, Jinglin Wang, Francis Wong and Wesley Yin
      Most hospitals have financial assistance programs for low-income patients. We use administrative data from Kaiser Permanente to study the effects of financial assistance on health care utilization. Using a regression discontinuity design based on an income threshold...  View Details
      Keywords: Healthcare; Utilization; Financial Assistance; Health Care and Treatment; Social Issues; Poverty; Health Industry
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      Adams, Alyce S., Raymond Kluender, Neale Mahoney, Jinglin Wang, Francis Wong, and Wesley Yin. "The Impact of Financial Assistance Programs on Health Care Utilization: Evidence from Kaiser Permanente." American Economic Review: Insights 4, no. 3 (September 2022): 389–407.
      • August 2022 (Revised March 2023)
      • Case

      Boston Impact Initiative: Investing in Local Change

      By: Emily R. McComb, Amy Klopfenstein and Mel Martin
      In fall 2021, Aliana Piñeiro, impact director at Boston Impact Initiative (BII) discovered that an entrepreneur the organization was considering for an investment had failed to disclose pre-existing debt with another lender. Although the business scored highly on BII’s...  View Details
      Keywords: Entrepreneurship; Social Entrepreneurship; Finance; Investment; Investment Funds; Investment Portfolio; Relationships; Business and Community Relations; Society; Social Issues; Wealth and Poverty; Wealth; Poverty; Risk Management; Financial Services Industry; North and Central America; United States; Massachusetts; Boston
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      McComb, Emily R., Amy Klopfenstein, and Mel Martin. "Boston Impact Initiative: Investing in Local Change." Harvard Business School Case 323-012, August 2022. (Revised March 2023.)
      • 2022
      • Working Paper

      On the Origins of Our Discontent

      By: Rawi Abdelal and Thomas J. DeLong
      Signs of discontent with global capitalism and national capitalisms abound. Unless we find ways to create better jobs and then improve those jobs further with empathic management and thoughtful mentoring, then we will be unable to create a more stable, purposeful...  View Details
      Keywords: Capitalism; Human Needs; Public Opinion; Social Issues; Wealth and Poverty; Globalization; Government and Politics
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      Abdelal, Rawi, and Thomas J. DeLong. "On the Origins of Our Discontent." Harvard Business School Working Paper, No. 22-078, June 2022.
      • June 2022
      • Teaching Plan

      Pacesetters

      By: Jeffrey J. Bussgang and Mel Martin
      Teaching Plan for HBS Case No. 322-019. City Sealcoating CEO Keith Chaney had just publicly called out the Boston Chamber of Commerce for their slow progress on their supplier diversity program, Pacesetters. Established in 2018 by regional business leaders,...  View Details
      Keywords: Minority-owned Businesses; Procurement; Racial Wealth Gap; Diversity; Small Business; Restructuring; Contracts; Goals and Objectives; Performance Improvement; Performance Evaluation; United States; Massachusetts
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      Bussgang, Jeffrey J., and Mel Martin. "Pacesetters." Harvard Business School Teaching Plan 822-101, June 2022.
      • March 2022 (Revised April 2022)
      • Case

      Pittsburgh: A Successful City?

      By: Karen Mills, Caroline Elkins, Vikram Gandhi, Gabriella Elanbeck and Zeke Gillman
      Pittsburgh, PA, was once the crown jewel of American heavy industry. During the 19th and 20th centuries, the city was an undisputed leader in steel production, boasting some of the largest companies and wealthiest individuals in the world. Its abundance of...  View Details
      Keywords: Economic And Social Disparities; Economic Development; Local Economic Development; Contextual Intelligence; Contextual Knowledge; Context; City Growth; City Innovation; City Leadership; Pittsburgh; Local Government; Local Stakeholders; Business And Community; Business And Community Relations; Community Engagement; Community Relations; Cross-sector Collaboration; Innovation; Innovation Economy; Innovation Clusters; Innovation Ecosystems; Shared Prosperity; Equality Of Opportunity; Equity; Inclusion; Business And Government; Business & Government Relations; Business And Government Relations; Business And Society; Neighborhoods; Race And Ethnicity; Innovation & Entrepreneurship; Diversity; Ethnicity; Race; Household; Income; Economic Growth; Economic Sectors; Economics; Local Range; Urban Development; Urban Scope; City; Cross-Cultural and Cross-Border Issues; Government and Politics; Government Administration; Growth and Development; History; Leadership; Goals and Objectives; Philanthropy and Charitable Giving; Society; Civil Society or Community; Culture; Human Needs; Public Opinion; Public Sector; Social Issues; Poverty; Equality and Inequality; Manufacturing Industry; Steel Industry; Education Industry; Medical Devices and Supplies Industry; Technology Industry; United States; Pittsburgh; Pennsylvania
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      Mills, Karen, Caroline Elkins, Vikram Gandhi, Gabriella Elanbeck, and Zeke Gillman. "Pittsburgh: A Successful City?" Harvard Business School Case 322-080, March 2022. (Revised April 2022.)
      • January 2022
      • Case

      Bee-ing Better at Bombas

      By: Elizabeth A. Keenan, Youngme Moon and John Masko
      David Heath and Randy Goldberg founded Bombas in 2013 to serve two missions: to deliver the “best socks in the history of feet,” and to donate socks (the most requested item in homeless shelters) to Americans experiencing homelessness. Eight years later, Bombas had...  View Details
      Keywords: Social Entrepreneurship; Values and Beliefs; Brands and Branding; Marketing Strategy; Digital Marketing; Distribution; Corporate Social Responsibility and Impact; Mission and Purpose; Quality; Business and Stakeholder Relations; Human Needs; Poverty; Growth and Development Strategy; Apparel and Accessories Industry; New York (city, NY)
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      Keenan, Elizabeth A., Youngme Moon, and John Masko. "Bee-ing Better at Bombas." Harvard Business School Case 522-038, January 2022.
      • 2021
      • Working Paper

      Alleviating Time Poverty among the Working Poor

      By: Ashley Whillans and Colin West
      Poverty entails more than a scarcity of material resources—it also involves a shortage of time. To examine the causal benefits of reducing time poverty, we conducted a longitudinal field experiment over six consecutive weeks in an urban slum in Kenya with a sample of...  View Details
      Keywords: Time-saving Services; Subjective Well-being; Time Use; Cash Transfers; Poverty; Time Management; Well-being
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      Whillans, Ashley, and Colin West. "Alleviating Time Poverty among the Working Poor." Harvard Business School Working Paper, No. 22-032, November 2021.
      • October 2021
      • Teaching Note

      BRAC in 2020

      By: Tarun Khanna and Shreya Ramachandran
      Teaching Note for HBS Case No. 721-416.  View Details
      Keywords: Social Enterprise; Education; Health; Social Issues; Poverty; Programs; Management; Growth and Development Strategy; Global Strategy; Education Industry; Health Industry; Bangladesh; South Asia
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      Khanna, Tarun, and Shreya Ramachandran. "BRAC in 2020." Harvard Business School Teaching Note 722-374, October 2021.
      • September 2021 (Revised November 2022)
      • Case

      Community Solutions

      By: Brian Trelstad and Tom Quinn
      Community Solutions was an anti-homelessness nonprofit founded in 2011 after protagonist Rosanne Haggerty grew frustrated with the limited impact of traditional housing and outreach strategies. It set an ambitious goal, reached in some partner communities, of ending...  View Details
      Keywords: Change; Change Management; Disruption; Transformation; Communication; Communication Strategy; Decision Making; Cost vs Benefits; Decision Choices and Conditions; Decisions; Forecasting and Prediction; Social Entrepreneurship; Ethics; Values and Beliefs; Capital Budgeting; Capital Markets; Country; Government Administration; Government Legislation; Housing; Disruptive Innovation; Innovation and Invention; Innovation Strategy; Knowledge Sharing; Leading Change; Resource Allocation; Mission and Purpose; Performance Evaluation; Performance Improvement; Philanthropy and Charitable Giving; Opportunities; Social Enterprise; Nonprofit Organizations; Human Needs; Public Opinion; Social Issues; Societal Protocols; Poverty; Welfare; Well-being; System; Equality and Inequality; Consulting Industry; Real Estate Industry; United States; New York (city, NY); Florida; Texas
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      Trelstad, Brian, and Tom Quinn. "Community Solutions." Harvard Business School Case 322-021, September 2021. (Revised November 2022.)
      • September 2021
      • Case

      Posse Foundation: Developing Strong Leaders from Diverse Backgrounds

      By: John J-H Kim, Robin Mendelson and Julia Kelley
      Founded in 1989, Posse Foundation was a nonprofit organization with a mission of developing future leaders who reflected the U.S.’s rich diversity. The organization ran a selective, localized admissions process in 10 U.S. cities to identify outstanding students with...  View Details
      Keywords: COVID-19 Pandemic; Education; Higher Education; Decision Making; Demographics; Diversity; Ethnicity; Income; Race; Values and Beliefs; Geography; Geographic Scope; Growth and Development; Leadership; Leading Change; Goals and Objectives; Growth and Development Strategy; Mission and Purpose; Partners and Partnerships; Social Enterprise; Nonprofit Organizations; Identity; Social Issues; Wealth and Poverty; Expansion; Education Industry; North and Central America; United States
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      Kim, John J-H, Robin Mendelson, and Julia Kelley. "Posse Foundation: Developing Strong Leaders from Diverse Backgrounds." Harvard Business School Case 322-016, September 2021.
      • July 2021
      • Case

      Kevin D. Johnson: To Be a Venture Capitalist or an Operator?

      By: Jo Tango and Alys Ferragamo
      In May of 2021, Kevin D. Johnson had just graduated from a rigorous Executive MBA program, and he quickly needed to decide on his next career move. Johnson was the founder and CEO of a successful media company, Johnson Media Inc., but his career goals had shifted while...  View Details
      Keywords: Entrepreneurship; Business Startups; Goals and Objectives; Race; Wealth; Decisions; Venture Capital; Personal Development and Career; United States
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      Tango, Jo, and Alys Ferragamo. "Kevin D. Johnson: To Be a Venture Capitalist or an Operator?" Harvard Business School Case 822-012, July 2021.
      • 2021
      • Chapter

      Sostenibilidad y negocios verdes en América Latina

      By: Geoffrey Jones
      This chapter in the first-ever business history textbook on Latin America examines the impact of modern business enterprise on the natural environment of the region between the 19th century and the present day. It argues that although global capitalism created much...  View Details
      Keywords: Environment; Business History; Environmental Sustainability; Latin America; North and Central America
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      Jones, Geoffrey. "Sostenibilidad y negocios verdes en América Latina." Chap. 7 in Historia empresarial en América Latina: temas, debates y problemas, edited by Andrea Lluch, Martín Monsalve Zanatti, and Marcelo Bucheli, 171–194. Bogotá, Colombia: Universidad de los Andes, 2021, Spanish ed.
      • November 2020 (Revised September 2021)
      • Case

      BRAC in 2020

      By: Tarun Khanna and Shreya Ramachandran
      In 2020, the largest non-governmental organization in the world, BRAC, headquartered in Dhaka, Bangladesh, has some big problems to tackle. Its founder, Sir Fazle Hasan Abed, has left behind a challenge: take the 1981-founded organization from Bangladesh to every...  View Details
      Keywords: Social Enterprise; Education; Health; Social Issues; Poverty; Programs; Management; Growth and Development Strategy; Global Strategy; Education Industry; Health Industry; Bangladesh; South Asia
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      Khanna, Tarun, and Shreya Ramachandran. "BRAC in 2020." Harvard Business School Case 721-416, November 2020. (Revised September 2021.)
      • September 2020 (Revised September 2021)
      • Case

      Student Success at Georgia State University (A)

      By: Michael W. Toffel, Robin Mendelson and Julia Kelley
      Georgia State University had developed a reputation for driving student success by nearly doubling its graduation rate for students of all racial, ethnic, and socioeconomic backgrounds. It did so while growing its student body and the proportion of Black/African...  View Details
      Keywords: Education; Higher Education; Learning; Curriculum and Courses; Demographics; Diversity; Ethnicity; Income; Race; Leadership; Goals and Objectives; Measurement and Metrics; Operations; Organizations; Mission and Purpose; Organizational Culture; Outcome or Result; Performance; Performance Effectiveness; Performance Evaluation; Service Operations; Performance Improvement; Planning; Strategic Planning; Social Enterprise; Nonprofit Organizations; Social Issues; Wealth and Poverty; Equality and Inequality; Information Technology; Digital Platforms; Education Industry; Atlanta
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      Toffel, Michael W., Robin Mendelson, and Julia Kelley. "Student Success at Georgia State University (A)." Harvard Business School Case 621-006, September 2020. (Revised September 2021.)
      • September 2020 (Revised September 2021)
      • Supplement

      Student Success at Georgia State University (B)

      By: Michael W. Toffel, Robin Mendelson and Julia Kelley
      This is a supplement to the Student Success at Georgia State University (A) case. The (B) case includes the results of a randomized control trial that Georgia State conducted to test education technology start-up AdmitHub’s chatbot solution as a strategy for improving...  View Details
      Keywords: Education; Higher Education; Learning; Curriculum and Courses; Demographics; Diversity; Ethnicity; Income; Race; Values and Beliefs; Leadership; Goals and Objectives; Measurement and Metrics; Operations; Organizations; Mission and Purpose; Organizational Culture; Outcome or Result; Performance; Performance Effectiveness; Performance Evaluation; Performance Improvement; Planning; Strategic Planning; Social Enterprise; Nonprofit Organizations; Social Issues; Wealth and Poverty; Equality and Inequality; Information Technology; Digital Platforms; Education Industry; Atlanta
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      Toffel, Michael W., Robin Mendelson, and Julia Kelley. "Student Success at Georgia State University (B)." Harvard Business School Supplement 621-039, September 2020. (Revised September 2021.)
      • July 2020 (Revised January 2021)
      • Case

      Vineet Nayar and Sampark Foundation: Frugal Innovation at Scale (A)

      By: Linda A. Hill and Emily Tedards
      In 2005, Vineet Nayar, the former CEO and Vice Chairman of HCL Technologies, and his wife, Anupama Nayar, committed $100 million of their personal wealth to found Sampark Foundation — a grant-making philanthropy with a mission to transform learning outcomes for 20...  View Details
      Keywords: Organizational Behavior; Cultural Change; Digital; Innovation; Experimentation; Metrics; Education Reform; Non-profit; Frugal Innovation; Scale; Ecosystem; Government; Education; Social Enterprise; Leadership; Leading Change; Change Management; Organizational Culture; Innovation Leadership; Nonprofit Organizations; Growth and Development Strategy; Information Technology; Digital Transformation; India
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      Hill, Linda A., and Emily Tedards. "Vineet Nayar and Sampark Foundation: Frugal Innovation at Scale (A)." Harvard Business School Case 421-015, July 2020. (Revised January 2021.)
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