HBS Professor Lauren H. Cohen on Family Office Wealth Management

We had the pleasure of speaking with Lauren H. Cohen, the L.E. Simmons Chaired Professor in the Finance & Entrepreneurial Management Units at Harvard Business School and a Research Associate at the National Bureau of Economic Research.

Prof. Cohen is the Faculty Co-Chair and Designer of the HBS Executive Education course “Building a Legacy: Family Office Wealth Management,” designer of a first-of-its-kind MBA course entitled “How to Not Bankrupt Your Family,” and Faculty Co-Chair and Designer of the HarvardX Fintech course.

This conversation explores the topic of family office wealth management:

• Key criteria in deciding to set up a family office
• Running a family office
• Involving children in a family office
• Allocating capital across a portfolio of investments
• Longevity: how to protect wealth over many generations

Members, log in below to access the restricted content.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

First name:

Last name:

Email address:

City / state / country:

Company:

How did you hear about MOI Global? Select Member referral Staff This website Media / Internet Other

If referral, please provide member's name:

Which of the following applies most closely to you? Select Investment Firm - Head Investment Firm - Analyst or PM Institutional Allocator - Firm C-Level Executive Institutional Allocator - Firm Employee Family Office - Head or Co-Owner Family Office - Employee Non-Investment Firm - C-Level Executive Non-Investment Firm - Employee Other

How do you hope to add value to the community?

Leave this field empty if you're human:

About the guest:

Lauren Cohen is the L.E. Simmons Chaired Professor in the Finance & Entrepreneurial Management Units at Harvard Business School and a Research Associate at the National Bureau of Economic Research. He is an Editor of the Review of Financial Studies, along with being a past Editor of Management Science, and serving on the editorial board of the Review of Asset Pricing Studies.

Professor Cohen teaches in the MBA Program, Executive Education Program, Doctoral Program, and Special Custom Programs at the Harvard Business School, teaching across Family Enterprise, Investment Management, and Innovation Course Offerings. In particular, he is the Faculty Co-Chair and Designer of the HBS Executive Education course ‘Building a Legacy: Family Office Wealth Management,’ designer of a first-of-its-kind MBA Course in Family Offices entitled ‘How to Not Bankrupt Your Family,’ and Faculty Co-Chair and Designer of the HarvardX Fintech course.

He is an award-winning researcher, and best-selling case writer, with works published in the top journals in Finance and Economics.

His work is frequently profiled in various media outlets including The Wall Street Journal, The New York Times, The Washington Post, The EEconomist, and Forbes. It has also been recognized by numerous National Science Foundation (NSF) Awards, including a National Science Foundation Early Career Development (CAREER) Award for his research agenda on Relationships in Finance. He was named a 2008 Pensions & Investments “Cutting Edge Academic,” a Top 40 Under 40 Business School Professor in 2017 by Poets & Quants, and a top teacher at Harvard by CNBC.

Dr. Cohen frequently advises government organizations in the US and abroad, including the United States Securities and Exchange Commission, United States Patent & Trademark Office, testifying before the United States Congress, and advising governments, central banks, inter-governmental organizations, and sovereign ruling families throughout Europe, Africa, and Asia on matters of Innovation Policy, Impact Investing, Climate Change, Pension Structure, and Family Office Management.

Through his applied work, Dr. Cohen has consulted with top hedge funds in the industry, and has been awarded numerous practitioner research prizes. He has also appeared as an expert witness in high profile innovation-, insider trading-, and investment-related litigation cases, including those involving the largest global asset management and operating firms.

Dr. Cohen received a PhD in finance and an MBA from the University of Chicago in 2005. He earned dual undergraduate degrees from the University of Pennsylvania – a BSE from the Wharton School and a BA in economics from the College of Arts & Sciences in 2001. He has also served on the Advisory Boards of Oppenheimer Funds (acquired by Invesco Investment Management Ltd.), Cake Financial (acquired by E*Trade) and Quadriserv, Inc. (acquired by EquiLend Holdings – an industry consortium comprised of Goldman Sachs, Morgan Stanley, Credit Suisse, Bank of America, UBS, JPMorgan, Northern Trust, Blackrock and State Street).

Professor Cohen currently resides in Belmont, MA with his wife – Dr. Nicole Cohen – and their six children. In his spare time, Professor Cohen is a competitive powerlifter.

The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.