Video
“Creating value: An interactive tutorial,” McKinsey & Company, November 2010
Published work
“Bias Busters: Motivations under the microscope,” McKinsey & Company, November 2023
“Do big companies cut dividends to grow?,” McKinsey & Company, November 2023
“How CFOs can adopt a VC mindset: Staircase Ventures’ Janet Bannister,” McKinsey & Company, October 2023
“Five paths to TSR outperformance,” McKinsey & Company, October 2023
“Prime Numbers: Successful companies don’t short-change investment in the future,” blog entry, McKinsey & Company, September 2023
“Capital allocation starts with governance—and should be led by the CEO” McKinsey & Company, June 2023
“A word of caution about internal rate of return and sell-downs,” blog entry, McKinsey & Company, May 2023
“The true value of share repurchases,” blog entry, McKinsey & Company, May 2023
“The future of mobility,” McKinsey & Company, April 2023
“Bias Busters: The perils of executive typecasting,” McKinsey & Company, March 2023
“How you finance M&A won’t affect overall value creation,” blog entry, McKinsey & Company, March 2023
“Stop obsessing about earnings accretion,” blog entry, McKinsey & Company, March 2023
“Markets versus textbooks: Calculating today’s cost of equity,” McKinsey & Company, January 2023
“Don’t use multiples to measure M&A success, please,” blog entry, McKinsey & Company, January 2023
“Tim Koller on the timeless truths of corporate finance,” McKinsey & Company, November 2022
“Rethink performance metrics when inflation is high,” blog entry, McKinsey & Company, October 2022
“Looking back: What does the ‘long term’ really mean?,” McKinsey & Company, September 2022
“Bias busters: When good intentions get derailed,” McKinsey & Company, August 2022
“Understanding the SEC’s proposed climate risk disclosure rule,” McKinsey & Company, June 2022
“Reflections on 20 years of McKinsey on Finance—and three challenges ahead,” McKinsey Quarterly, June 2022
“Bias Busters: When the crowd isn’t necessarily wise,” McKinsey & Company, May 2022
“Bias busters: A better way to brainstorm,” McKinsey & Company, January 2022
“When bigger isn’t always better,” McKinsey Quarterly, December 2021
“Reports of corporates’ demise have been greatly exaggerated,” McKinsey & Company, October 2021
“Which metrics really drive total returns to shareholders?,” McKinsey & Company, October 2021
“How executives can help sustain value creation for the long term,” McKinsey & Company, July 2021
“Don’t overthink your approach to valuation in emerging markets,” McKinsey & Company, July 2021
“In conversation: The impact of COVID-19 on capital markets,” McKinsey & Company, June 2021
“Should you start issuing EPS guidance again?,” McKinsey & Company, March 2021
“Four regions, four stories of recovery and resilience,” McKinsey & Company, March 2021
“Accounting for values and valuation,” McKinsey & Company, March 2021
“How capital markets keep us connected,” McKinsey & Company, February 2021
“Are scenarios limiting your pandemic recovery strategy?,” McKinsey & Company, November 2020
“Why ‘digital’ is no different when it comes to valuation,” McKinsey & Company, October 2020
“Wall Street versus Main Street: Why the disconnect?,” McKinsey & Company, October 2020
“Navigating COVID-19: Advice from long-term investors,” McKinsey & Company, April 2020
“Bias busters: War games? Here’s what they’re good for,” McKinsey & Company, April 2020
“When investors call: How your business should talk about coronavirus,” McKinsey & Company, March 2020
“Bias busters: Seeing strategy alternatives in the momentum case,” McKinsey Quarterly, March 2020
“Five ways that ESG creates value,” McKinsey Quarterly, November 2019
“Bias busters: Avoiding snap judgments,” McKinsey Quarterly, November 2019
“Bias busters: Getting both sides of the story,” McKinsey Quarterly, September 2019
“Bias busters: Knowing when to kill a project,” McKinsey Quarterly, July 2019
“Bias busters: Premortems: Being smart at the start,” McKinsey Quarterly, April 2019
“Bias busters: Up-front contingency planning,” McKinsey Quarterly, April 2019
“Bias busters: Pruning projects proactively,” McKinsey Quarterly, February 2019
“Bias busters: Being objective about budgets,” McKinsey Quarterly, September 2018
“Bias busters: Taking the ‘outside view,’” McKinsey Quarterly, September 2018
“Debiasing the corporation: An interview with Nobel laureate Richard Thaler,” McKinsey & Company, May 2018
“How to know when better profit margins aren’t better for your company,” McKinsey & Company, January 2018
"Should assessing financial similarity be part of your corporate portfolio strategy?," McKinsey & Company, November 2017
"Look out below: Why returns are headed lower, and what to do about it," McKinsey & Company, November 2016
"Bracing for a new era of lower investment returns," McKinsey & Company, July 2016
"Are share buybacks jeopardizing future growth?,"
McKinsey & Company, October 2015
"The new global competition for corporate profits," McKinsey Global Institute, September 2015
Valuation: Measuring and Managing the Value of Companies, John Wiley & Sons, August 2015
"Getting a better handle on currency risk," McKinsey & Company, July 2015
"A hidden roadblock in public-infrastructure projects," McKinsey & Company, June 2015
"The real business of business," McKinsey & Company, March 2015
"Are you getting all you can from your board of directors?," McKinsey & Company, November 2014
"What's behind this year's buoyant market?," McKinsey & Company, October 2014
"Goodwill shunting: How to better manage write-downs," McKinsey & Company, June 2014
"Building a better income statement," McKinsey & Company, November 2013
Value: The Four Cornerstones of Corporate Finance, John Wiley & Sons, November 2010
Past experience
Stern Stewart & Company
Vice president
Education
University of Chicago
MBA
Loyola Marymount University
BS, economics and accounting