§Publications

A written record.

Selected books, essays, papers, and columns from 2019 forward.

Filter
2025
  1. essay

    On Slow Capital

    Why the next decade will reward patient balance sheets and punish leveraged optimism.

    Foreign Affairs
    Read →
  2. op-ed

    Directors Without Portfolios

    The independent director model is fraying. A modest proposal to restore accountability.

    Financial Times
    Read →
2024
  1. book

    The Governance Premium

    A field manual for boards navigating the collision of stakeholder capitalism and shareholder returns.

    Harvard Business Review Press
    Read →
2023
  1. paper

    Capital Allocation Under Uncertainty

    Empirical evidence from 412 mid-cap firms navigating the 2022–2023 rate cycle.

    Journal of Applied Corporate Finance
    Read →
2022
  1. essay

    Notes on Fiduciary Duty

    A brief history of a phrase that increasingly means whatever the reader wants.

    The Economist
    Read →
2021
  1. book

    The Quiet Company

    How family-controlled European firms sustain century-scale advantage.

    Princeton University Press
    Read →
Back