Beyond the Case

Sohin Shah

96 episodes listed below

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Founder lessons without the gloss.

The gist

Beyond the Case gives experienced founders and business leaders room to tell the longer version of business decisions. The conversations move from personal history into lessons on leadership, exits, succession, portfolio strategy, and resilience.

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About Beyond the Case

Beyond the Case is a patient business interview series centered on founders and business leaders with serious miles behind them. It is less interested in startup mythology than in the decisions people live with. The conversations often begin simply. A guest explains where they came from, how work found them, and what had to change once the stakes became real. From there, the show follows the story wherever the lesson sits. One episode lingers on the question of whether a business makes a meaningful difference in the world. Another looks at leading an autism services company through uncertainty while building a management team strong enough to operate without its founder. Portfolio strategy gets the same grounded treatment. Public markets, private equity, venture capital, commodities, Bitcoin, gold, real estate, options, and income generation are discussed through an operator's lens rather than a trading-floor performance. Family business brings a different kind of pressure. A conversation about breaking the son-heir expectation becomes a broader account of daughters, a brother, professionalization, succession planning, and the emotional weight of letting a company outgrow its founder. The M&A episodes add still another angle. They frame exits not as victory laps, but as tests of timing, readiness, buyer fit, and whether the company is strong enough to be owned for the long term. The tone is calm and conversational. The questions are plain, details are clarified, and guests have room to think in public. That makes the show useful for founders, family-business leaders, executives, investors, and anyone drawn to the personal side of company-building. Its best moments come when a guest stops offering advice and starts describing a choice that still matters.

Made for: For founders, family-business operators, investors, and executives who want candid accounts of leadership, succession, exits, and personal judgment. It suits listeners who like reflective long-form interviews more than rapid tactical checklists.

What sets it apart: The show lets experienced business leaders stay with the messy middle of a decision: family pressure, market shocks, team-building, liquidity, and legacy. Its strength is the slow move from personal story to practical principle.

In their own words

A podcast where global leaders from the Harvard Business School Owner/President Management (OPM) community join in a personal capacity and share the real decisions, failures, and mental models behind building enduring companies.This podcast is independent and not affiliated with Harvard Business School.

As heard by us

Based on 4 episodes we listened to · September 2026

Operator interviews turn succession, delegation and investment choices into concrete accounts of how business judgment is formed and tested.

Beyond the Case gives members of Harvard Business School's OPM community room to explain how they make consequential business decisions. The host starts with personal and professional background, then follows the choices beneath company building, succession, leadership and…

Read our full review in PlayNext →

Why you'd press play

Succession plans meet portfolio math at an executive table where you are expected to bring existential purpose.

Press play if you want

  • candid decisions about making a founder-led company capable of functioning without its founder
  • leadership lessons that connect family succession, professional management, and the nerve to relinquish control
Read the full recommendation in PlayNext →
founder resiliencesuccession planningM&A exitsbuilding management teamsportfolio strategyfamily business transitionsleadership under uncertaintybusiness purpose

Talks about

Best episodes of Beyond the Case

Short reviews from the PlayNext desk, based on the episodes we processed.

Awareness: The First Step to Wisdom - Pàdraig O CéidighApr 1, 2026

A founder's life story that keeps asking whether the business leaves a real mark.

The episode presents entrepreneurship as a wager that can cost money, relationships, and health, while still demanding belief in something larger than comfort.

CEOs Don’t Have All the Answers: Leading a 750-Employee Autism Company Through Uncertainty - Ronit MolkoMar 27, 2026

A founder story about building a company that can function beyond one person.

It follows Ronit Morko from a tense Johannesburg childhood during apartheid and the years around its end into the work of building an autism company that had to keep clinical standards and business demands in view at the same time.

Public Markets, Real Estate, Venture, and Gold: A Portfolio Strategy - Tiz GambacortaMar 26, 2026

A portfolio conversation about liquidity, income, upside, and hedges, presented with a practical but high-level lens.

Tiz Gambicorta frames the discussion around how capital is managed after time in investment banking, portfolio management, and trading, with OPM64 part of that background.

Breaking the ‘Son Heir’ Myth in Business - Nafeesa MoloobhoyMar 17, 2026

A practical succession conversation about leaving on your own terms.

The conversation is strongest when it treats succession as work, not theater. Nafisa comes across as someone who thinks in systems, looks ahead, and wants to step back before her judgment or energy starts to slip.

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Episodes

  1. 1

    Prepare Today for Tomorrow’s Exit: Tax Planning and Succession - Vikas Garg

    Vikas Garg argues that business owners should plan an exit five years ahead, citing a claimed $10 million QSBS exclusion for qualifying C corporations.

    Oct 1, 2026·22m·1 clip
  2. 2

    The Quiet Influence of Spouses on a Family’s Legacy - Hassan Sheikh

    Sep 30, 2026·22m
  3. 3

    Personal Guarantees, Family Wealth, and Knowing When to Sell | Henry Maksoud Neto

    Sep 28, 2026·21m
  4. 4

    From $2,000 to 2,000 Employees, and a Bigger Purpose - Rajendra Bagwe

    Sep 21, 2026·23m
  5. 5

    From Poker to Entrepreneurship: Making Decisions Without All the Cards - Matt Widdoes

    Sep 16, 2026·40m
  6. 6

    From Father-Son Partnership to a Tata Acquisition - Prashant Kandoi

    Aug 10, 2026·9m
  7. 7

    The Power of Pattern Recognition - Richard Chen

    Aug 5, 2026·24m
  8. 8

    Becoming Who the Journey Requires - Jay Shah

    Aug 3, 2026·36m
  9. 9

    The Early Lesson That Made Me Rethink Wealth, Success, and Happiness - Pedro Thompson

    Jun 15, 2026·20m
  10. 10

    Building With Family: Our Greatest Competitive Advantage - Minh Wilson

    Jun 10, 2026·26m
  11. 11

    From One Idea on a Napkin to South America's Largest Independent Research Firm: An Insight Into the Mind of Dato Netto

    Jun 9, 2026·49m
  12. 12

    What Happened When I Finally Bet on Myself - Sumit Sood

    Jun 8, 2026·18m
  13. 13

    From Rap Battles to Boardrooms: The Road to 2 Grammys and 15 Investments - Djo Moupondo

    Hidden gem

    Beyond the Case features Joe, a half-Swedish, half-Congolese serial entrepreneur who has spent about 25 years in music, 20 years in human resources, and built an investment portfolio of 15 companies.

    Jun 5, 2026·24m·1 clip
  14. 14

    Don't Fall in Love With the Trade - David Halabu

    Jun 4, 2026·43m
  15. 15

    From Water Phobia to Kazakhstan's National Water Polo Team - Kaiyr Kochshigulov

    May 29, 2026·14m
  16. 16

    What Do You Leave Behind Besides Money? - Koby Jones

    May 27, 2026·32m
  17. 17

    From Risk-Averse Lawyer to Entrepreneur - Lewis Ho

    May 25, 2026·20m
  18. 18

    Designing an Intentional Life - Lauren Cohen

    May 23, 2026·33m
  19. 19

    A Resident of This Planet - Rishikkes Pawar

    May 19, 2026·40m
  20. 20

    Trust Yourself, Trust the Process - Pablo Murra-Farrus

    May 14, 2026·21m
  21. 21

    The Quiet Principles Behind Building Businesses That Outlast You - with Zsolt Nagy

    May 12, 2026·38m
  22. 22

    From Trauma-Driven Hustle to Purpose-Driven Leadership - Saleema Vellani

    May 11, 2026·31m
  23. 23

    The Mindset That Turned Rejection Into Opportunity - Gevorg Shahbazyan

    May 8, 2026·38m
  24. 24

    Gratitude, Growth & the Pursuit of Freedom - with Caio Zapata

    May 6, 2026·26m
  25. 25

    They’re Solving Mental Health at Scale Using AI & HBS Is Taking Notes - Marc Goldberg & Christine Carville

    May 5, 2026·23m
  26. 26

    Wisdom from an Unconventional Life - Isa Lorenzo

    May 4, 2026·28m
  27. 27

    Meeting Warren Buffett & Bill Gates Taught Me the Truth About Wealth - Elie Nour

    Apr 30, 2026·22m
  28. 28

    From Empires to AI: How Power Is Shifting Globally - Caroline Elkins

    Apr 28, 2026·23m
  29. 29

    The First Rule is Don't Lose - Sherry Li

    Apr 25, 2026·18m
  30. 30

    30+ Years of Executive Coaching: Patterns & Frameworks Behind Leadership Success - Linda Miklas

    Apr 21, 2026·23m
  31. 31

    The Hidden Math Behind $1B Growth: Unit Economics That Matter - Judy Liu

    Apr 8, 2026·30m
  32. 32

    Awareness: The First Step to Wisdom - Pàdraig O Céidigh

    Hidden gem

    A self-described crazy Irishman opens the door, and the conversation follows him into risk, discomfort, and learning while the ground is still shifting.

    Apr 1, 2026·35m·2 clips
  33. 33

    CEOs Don’t Have All the Answers: Leading a 750-Employee Autism Company Through Uncertainty - Ronit Molko

    Hidden gem

    Ronit Morko starts in South Africa.

    Mar 27, 2026·31m·2 clips
  34. 34

    Public Markets, Real Estate, Venture, and Gold: A Portfolio Strategy - Tiz Gambacorta

    Hidden gem

    Sohin opens with Tiz Gambicorta, a fellow OPM64 member.

    Mar 26, 2026·29m·1 clip
  35. 35

    A Father’s Playbook: 15 Life Lessons I Want My Daughters to Know - Rusty Russell

    Mar 24, 2026·39m
  36. 36

    Breaking the ‘Son Heir’ Myth in Business - Nafeesa Moloobhoy

    Hidden gem

    Nafisa talks about building a business with a long view.

    Mar 17, 2026·39m·2 clips
  37. 37

    The 20-Year Rule for Entrepreneurs: Happiness and Long-Term Selfishness - Vivek Bhargava

    Mar 16, 2026·33m
  38. 38

    How KPIs, KRAs, and Leadership Systems Scaled Aquilaw to 150 People - Sucharita Basu

    Mar 10, 2026·32m
  39. 39

    Family Constitutions: A Key to Multi-Generational Business Continuity — Fernando Fey

    Mar 6, 2026·28m
  40. 40

    What’s the Worst That Can Happen? Running Marathons in Iran and North Korea - Daf Dubbelman

    Mar 4, 2026·29m
  41. 41

    From 150 Tasks to 6 Priorities: Using the Pareto Principle with a Business Coach – Ankit Gupta

    Mar 3, 2026·15m
  42. 42

    Growing 620× Over 25 Years by Letting Go of Daily Operations - Devendra Surana

    Mar 2, 2026·34m
  43. 43

    From HBS Student to Case Protagonist: Risking It All for Impact - Guillermo "Billy" Jaime

    Feb 28, 2026·31m
  44. 44

    The Founder’s Blind Spot: Holding On Too Long - Daniel Silva

    Feb 26, 2026·26m
  45. 45

    The Power of Psychological Safety Among Peers - with Felix Kues

    Feb 24, 2026·28m
  46. 46

    The Inner Operating System of an Entrepreneur: Advisors, Yoga, and Time - Sudhakar Kadavasal

    Feb 22, 2026·18m
  47. 47

    From $2,000 to 800,000 Subscribers: Building a Values-Driven Media Giant - Lucas Ferrugem

    Feb 18, 2026·24m
  48. 48

    From Control to Trust: The Real Shift Every Entrepreneur Must Make - Ankita Gupta

    Feb 17, 2026·19m
  49. 49

    Thinking in Decades, Not Quarters: Lessons from a Multi-Generational Owner - Antonio Liberal

    Feb 16, 2026·29m
  50. 50

    Scaling Through Adjacencies, Not Distractions - Abhijit Vaish

    Feb 12, 2026·19m
  51. 51

    Sold to OpenAI: The Patience, People, and Principles Behind the Exit - Tomasz Kulakowski

    Feb 12, 2026·26m
  52. 52

    The Emperor Has No Clothes: Harvard OPM and Indian VCs with Vinay Pasricha

    Feb 11, 2026·35m
  53. 53

    Nothing Is Impossible When Discipline Is a Lifestyle: Ironman Lessons - Mohamed Mahlab

    Feb 7, 2026·39m
  54. 54

    The Cost of Ambition No One Measures - Somdutta Singh

    Feb 5, 2026·40m
  55. 55

    Scaling Trust in a Volatile, Unorganized Market - Akshay Verma

    Feb 4, 2026·31m
  56. 56

    How My Principles Replaced My Instincts - with Radu Dumitrescu

    Feb 1, 2026·27m
  57. 57

    From a Billion-Dollar Market Cap to Insolvency: Decisions, Reflection, and a Robust Second Innings - Pujit Aggarwal

    Jan 30, 2026·28m
  58. 58

    The Quiet Math of a Meaningful Life and Its North Star - Rajan Shah

    Jan 26, 2026·26m
  59. 59

    Lessons You Only Learn When Things Fall Apart - Geetanjali AlamShah

    Jan 23, 2026·30m
  60. 60

    Lessons from 12 Startups and a Lifetime in Tech - Brad Cowdrey

    Jan 22, 2026·40m
  61. 61

    The Quiet Vulnerability of Power and the Art of Executive Search - K. Sudarshan

    Jan 21, 2026·33m
  62. 62

    Exits, Term Sheets, and the Real Cost of Raising Capital - Alejandro Diez Barroso

    Jan 17, 2026·42m
  63. 63

    Trusts, Taxes, and the Questions Founders Avoid - Juan Carlos Almanza

    Jan 16, 2026·36m
  64. 64

    Loyalty, Sacrifice and the Real Cost of Being a Lawyer - Felipe Barreto Veiga

    Jan 13, 2026·35m
  65. 65

    The IIT Graduate Who Chose His Mother Over America and Built an Education Empire - Pramod Maheshwari

    Jan 11, 2026·36m
  66. 66

    Mental Models That Let Winning Emerge After Losing - Hari Kiran Chereddi

    Jan 9, 2026·26m
  67. 67

    Scuba Diving and Leading When Panic Isn’t an Option - Jeff Cronkshaw

    Jan 8, 2026·35m
  68. 68

    Optimism, Reinvention, and Thinking in 20-Year Chapters - Gustavo Reichmann

    Jan 7, 2026·29m
  69. 69

    The Owner Who Bought Back His Company from Private Equity - Eric Hoffman

    Jan 6, 2026·27m
  70. 70

    The Price of Success Was Persistence - Vishwajeet Vishnu

    Jan 4, 2026·31m
  71. 71

    Early Internet Entrepreneur Who Bootstrapped Success by Accident - Sameer Jain

    Jan 2, 2026·29m
  72. 72

    The Power of Networks and Shared Wisdom - Orit Pollak

    Dec 30, 2025·27m
  73. 73

    How Discipline Becomes Wisdom - Carolyn Deng

    Dec 29, 2025·27m
  74. 74

    Frameworks for Repeatable Entrepreneurial Success and the Power of Pausing - Shailu Tipparaju

    Dec 28, 2025·29m
  75. 75

    Why Failure Is No Longer a Stigma in Indian Business - Deepak Narayanan

    Dec 27, 2025·44m
  76. 76

    Living Like the Game Is Rigged in Your Favor - Faisal Charania

    Dec 25, 2025·22m
  77. 77

    The Wisdom of Great Exits: Why the Best Companies Are the Ones You’d Own Forever — Ludimila Mangili

    This episode features Ludimila Mangili, a financial advisor from Brazil, discussing her career transition into M&A and her insights on why the best companies are those you'd own forever, based on her experience advising families and founders.

    Dec 24, 2025·29m
  78. 78

    Fired, Broke, a New Dad. From Basement to Billion-Dollar Portfolio - Grant Collard

    Dec 23, 2025·43m
  79. 79

    The Apex Who Hunts Her Own Success - Iman Mutlaq

    Dec 22, 2025·32m
  80. 80

    Governing Across Geographies in a Diversified Family Business - Jaber Abdul Wahab

    Dec 19, 2025·20m
  81. 81

    Entrepreneurial Burnout, Founder Loneliness, and Mental Health Recovery - Michael Jang Parker

    Dec 18, 2025·39m
  82. 82

    The Slow Cooker Journey of a Maxillofacial Surgeon: Ritika Khanna & Ramandeep Singh

    Dec 17, 2025·47m
  83. 83

    Storytelling, Conviction, and the Long Game of Entrepreneurship - Sam Patel

    Dec 16, 2025·55m
  84. 84

    When the Chinese Government Chose Her Degree, MiuMiu Miao Chose Entrepreneurship

    Dec 15, 2025·23m
  85. 85

    The Power of a Founder Forum: with Rafael Sierra

    Dec 12, 2025·30m
  86. 86

    Rebuilding From Zero: Filippo Ghirelli on Resilience, Creativity & the Art of Thinking

    Dec 11, 2025·30m
  87. 87

    Growing Up Together, Leading Together: Anik Dharamshi on Gujarati Bonds, Seamless Succession, and Going Public

    Dec 10, 2025·21m
  88. 88

    The Heart Behind Entrepreneurship—Hope, Love & Leadership: Ryan Walker

    Dec 9, 2025·22m
  89. 89

    Loyal Teams, Transforming Systems & Big Shoes to Fill: Sameer Mohamed on Second-Gen Leadership

    Dec 8, 2025·21m
  90. 90

    Beyond AI, We Believe in Humans: Isabelle Andrieu’s Leadership Journey

    Dec 5, 2025·41m
  91. 91

    Patience, Balance, and Belief: The Leadership Philosophy of Wilfredo Gomes

    Dec 4, 2025·34m
  92. 92

    Balancing Old Wisdom with New Ambition: Aiman Khorakiwala’s Modern CEO Perspective

    Nov 29, 2025·17m
  93. 93

    The Founder Who Scheduled Happiness: Linnette Le’s Systems for Life & Work

    Nov 24, 2025·40m
  94. 94

    Piece by Piece: David Hemmat on Building a Business Like Legos

    Nov 21, 2025·35m
  95. 95

    Flying Through Turbulence: Leadership Lessons from Mathieu Roegiers

    Nov 19, 2025·26m
  96. 96

    Wearing the Right Shoes: Ray & Monica Harrigill on First Principles, Partnership & Taking the Shot

    Nov 14, 2025·31m