§Publications
A written record.
Selected books, essays, papers, and columns from 2019 forward.
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2024
- book
The Governance Premium
A field manual for boards navigating the collision of stakeholder capitalism and shareholder returns.
Harvard Business Review PressRead →
2023
- paper
Capital Allocation Under Uncertainty
Empirical evidence from 412 mid-cap firms navigating the 2022–2023 rate cycle.
Journal of Applied Corporate FinanceRead →
2022
- essay
Notes on Fiduciary Duty
A brief history of a phrase that increasingly means whatever the reader wants.
The EconomistRead →
2021
- book
The Quiet Company
How family-controlled European firms sustain century-scale advantage.
Princeton University PressRead →
