Harvard Business School (HBS) Senior Associate Dean of Strategic Financial Planning Fritz Foley and Senior Associate Dean of Executive Education Luis M. Viceira will discuss the dynamic role of the CFO as a strategic partner. Based on his research that focuses on corporate finance, Professor Foley will lead an interactive discussion highlighting examples of exemplary CFO behavior as well as some of the shortcomings in policies and practices that he’s seen in his work with global organizations. He will also underscore the value-creation potential of getting employees throughout the organization to think like a CFO. With this backdrop, Professor Viceira will share his experience of why now is a critical time for senior finance executives to create change-ready leadership teams. He will illustrate examples of how organizations that view leadership as a top priority are able to align around critical business imperatives and drive strategic change.
C. Fritz Foley, André R. Jakurski Professor of Business Administration and Senior Associate Dean, Strategic Financial Planning, Harvard Business School
Luis M. Viceira, George E. Bates Professor and Senior Associate Dean, Executive Education, Harvard Business School
André R. Jakurski Professor of Business Administration & Senior Associate Dean, Strategic Financial Planning
Harvard Business School
Luis M. Viceira is the George E. Bates Professor in the Finance Unit and Senior Associate Dean for Executive Education at Harvard Business School, and a Research Associate at the National Bureau of Economic Research. His research, course development, and teaching focus on the areas of investment management and capital markets. A member of the faculty of the Harvard Business School since 1998, Professor Viceira has taught an array of Finance courses in the MBA program, Executive Education programs, and the Business Economics Ph.D. program, and has served in several leadership positions. He is currently the instructor for the Investment Management for Professional and Personal Investors course in the Elective Curriculum of the MBA Program, co-chair of the HBS-CFA Institute Investment Management Program for leaders of asset management firms, and co-chair of the Asset Management Conference for HBS Alums. He also serves as co-chair of the NBER-NBIM Conference on New Developments in Long-Term Asset Management.
Prof. Viceira has developed extensive research and case writing in long-term asset allocation, asset pricing, fixed income markets, household finance, international finance, the management and organization of large institutional investors, and innovation and disruption in the money management industry. He is currently studying the implications of financial globalization for long-term asset management; the impact of monetary policy on bond and equity market risks; the disruptive power of fintech in the asset management industry; the growth in index investing and in activist investing, and the impact of such growth and the interaction between the two on capital markets and corporations.
Professor Viceira is the author of multiple journal articles published in leading academic and practitioner-oriented finance journals, book chapters, Harvard Business School case studies, and the book Strategic Asset Allocation (with John Y. Campbell). His research has received several awards recognizing its contributions to the theory and practice of asset management, including the 2002 TIAA-CREF Paul Samuelson Award, the 2005 Graham and Dodd Award by the CFA Institute, the 2004 Prize for Financial Innovation of the Q-Group, Inquire Europe, and Inquire U.K., and more recently the 2014 Arthur Warga Award by the The Society for Financial Studies.
Professor Viceira holds a bachelor degree from the Universidad Autonoma in Madrid, and a M.A. degree and a Ph.D. degree in Economics from Harvard University. He is also a Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts and a fellow of the TIAA-CREF Institute in New York.
Fritz Foley is the André R. Jakurski Professor and Senior Associate Dean for Strategic Financial Planning at Harvard Business School. Prior to joining the HBS faculty in 2004, he taught at the University of Michigan Business School. He received a Ph. D. in Business Economics from Harvard University and a B.A. in Ethics, Politics, and Economics from Yale University.
Professor Foley’s research focuses on corporate finance. He has published papers on investment, capital structure, working capital management, dividend policy, joint ventures, intellectual property, and corporate tax policy. His work has been funded by grants from a variety of organizations including the National Science Foundation and the World Bank. He is a Research Associate in the National Bureau of Economic Research’s Corporate Finance and International Trade and Investment Programs and has served as an Associate Editor of the Journal of International Economics.
Professor Foley teaches Corporate Financial Operations, a second-year MBA elective course he created. This course takes a general management perspective on corporate finance, focusing on the activities that chief financial officers perform. He also Co-Chairs Finance for Senior Executives and has taught in numerous other HBS Executive Education programs.
In his role as Senior Associate Dean, he works closely with the HBS leadership team on a wide portfolio of activities including multiyear financial planning, resource allocation, risk management, and program evaluation. He has advised firms in technology, biotech, retail, health care, professional services, and other industries on financial matters and strategic choices. He is on the Board of Directors of Allied Minds, a publicly listed IP commercialization company focused on technology and life sciences, and he has also served as a trustee for several nonprofit organizations.
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