March 2026
The Quiet Reordering of the C-Suite
Three structural forces — generative AI, geopolitical fragmentation, and capital cost normalization — are rewriting the brief for the modern chief executive.
8 min read
Insights
Field notes on the global executive market.
Considered analysis on leadership, governance, and the structural forces reshaping the brief of the modern chief executive.
February 2026
On Succession: A Framework for Boards
The single greatest discontinuity in enterprise value is the transition of a chief executive. Why most boards still treat it as an event rather than a discipline.
12 min read
January 2026
Compensation in a Compressed Cycle
Executive compensation structures are bifurcating. A field guide to long-term incentive design in an environment of elevated rates and shareholder activism.
10 min read