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Beyond the Case

Sohin Shah
Entrepreneurship
Harvard Business School
Leadership
Family Business
Artificial Intelligence
Real Estate
Harvard Business School OPM
Venture Capital
Instapower Limited
Healthcare
Education
Investment
Personal Development
Covid-19
Work-Life Balance
Succession Planning
Net Solutions
Internet
Retail
Consumer Engagement

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.

PublishesDailyEpisodes89Founded9 months ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

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Jay Shah’s journey reflects the power of combining deep expertise with curiosity, resilience and an openness to change. Influenced by his father’s commitment to excellence, Jay built a career at the intersection of architecture and ... more

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Pedro Thompson's life philosophy was shaped long before he became a CEO, investor, or entrepreneur. Growing up in a family that had once been wealthy but lost everything taught him an early lesson that external success is fragile, w... more

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At first glance, Minh Wilson's story is about martial arts. In reality, it's about family.

The daughter of Vietnamese refugees, Minh grew up watching her parents sacrifice everything to create a better future for their children. Wh... more

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Dato's journey began at age 14 when he took a job at a parking lot and learned accounting simply because he wanted to understand how profits were calculated. From there, he built a successful career in finance, M&A, and investment m... more

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Recent Guests

Pedro Thompson
CEO of Tuesday Capital; former CEO/CFO/COO in multiple Brazilian companies
Tuesday Capital
Episode: The Early Lesson That Made Me Rethink Wealth, Success, and Happiness - Pedro Thompson
Minh Wilson
Owner and CEO of InCourage Martial Arts
InCourage Martial Arts
Episode: Building With Family: Our Greatest Competitive Advantage - Minh Wilson
Dato Netto
Founder and investor with Tuesday Capital; former executive in M&A and financial research in Brazil
Tuesday Capital; former bank executive; founder of 11 Financial
Episode: From One Idea on a Napkin to South America's Largest Independent Research Firm: An Insight Into the Mind of Dato Netto
Djo Moupondo
Entrepreneur and investor with a portfolio spanning music, HR services, fintech, and governance roles
Serial entrepreneur and investor
Episode: From Rap Battles to Boardrooms: The Road to 2 Grammys and 15 Investments - Djo Moupondo
David Halabu
OPM Unit 1 graduate; private investor and CEO of a NASDAQ-listed portfolio company
Private investor / former trader
Episode: Don't Fall in Love With the Trade - David Halabu
Kaiyr Kochshigulov
Shareholder at BI Group; former Kazakhstan national water polo player
BI Group
Episode: From Water Phobia to Kazakhstan's National Water Polo Team - Kaiyr Kochshigulov
Koby Jones
Founder of a funds management services firm, OPM 65 alum
Silk Group (funds management services)
Episode: What Do You Leave Behind Besides Money? - Koby Jones
Lewis Ho
Founder/CEO of Avalon SteriTech; AI governance and biotech entrepreneur
Avalon SteriTech; LexGuard AI
Episode: From Risk-Averse Lawyer to Entrepreneur - Lewis Ho
Lauren Cohen
Professor, Harvard Business School, OPM program; finance researcher; family office innovator
Harvard Business School
Episode: Designing an Intentional Life - Lauren Cohen

Hosts

Soin/Sohin/Sohan/Sohail/Rohin/Surayen/Sourvind/Swain
A core group of long-running hosts with overlapping spellings across episodes; they guide discussions on entrepreneurship, leadership, and strategy.
Soin
Part of the primary hosting team with deep involvement across episodes.

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Talking Points

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The Early Lesson That Made Me Rethink Wealth, Success, and Happiness - Pedro Thompson
Q: If you could write a letter to your younger self during the darkest part of your family's journey, what would the first sentence say?
Believe much more in you and less in the outside; the key of your success, peace, resilience, realizations, is inside you, not outside you.
The Early Lesson That Made Me Rethink Wealth, Success, and Happiness - Pedro Thompson
Q: What are the key takeaways from the OPM program that still come back to you after more than a decade?
The concept of frame control and the importance of anchoring decisions in a strong framework, as well as the idea that the most powerful framework ownership leads to better outcomes.
The Early Lesson That Made Me Rethink Wealth, Success, and Happiness - Pedro Thompson
Q: What led you to OPM and how has the program shaped you over the years?
He learned about OPM from Jorge Paulo Lemann's advocacy, applied multiple times, and found it transformative in reshaping his leadership and decision-making.”
The Early Lesson That Made Me Rethink Wealth, Success, and Happiness - Pedro Thompson
Q: When you go through a traumatic experience like losing everything, how does that change your relationship with wealth and your sense of freedom?
The experience led him toward stoic philosophy, valuing inner wealth and relationships over material assets, and influenced his view that enough is essential to provide a good life while pursuing meaningful impact.
The Early Lesson That Made Me Rethink Wealth, Success, and Happiness - Pedro Thompson
Q: Are there any experiences from your early childhood which you believe may have shaped the way you think about leadership, responsibility, ambition today?
He describes a family wealth loss in the 1980s as a defining trauma that taught him to balance risk, responsibility, and the importance of meaningful purpose beyond money.

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Frequently Asked Questions About Beyond the Case

What is Beyond the Case about and what kind of topics does it cover?

This show features seasoned leaders, founders, and growth-minded executives who share the real decisions, failures, and mental models behind building enduring companies. Episodes commonly center on entrepreneurship, scaling, leadership, and strategy, often drawing on experiences with family businesses, capital formation, and technology adoption across diverse industries. A notable strength is the mix of practical lessons from operations, fundraising, and talent management, paired with personal reflections that illuminate how mindset and culture drive long-term success. The format tends to blend candid storytelling with actionable takeaways, making it helpful for listeners seeking practical guidance, risk management insights, and inspiration... more

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1. The Good, The Bad & The Football

How many episodes of Beyond the Case are there?

Beyond the Case launched 9 months ago and published 89 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Beyond the Case?

Recent guests on Beyond the Case include:

1. Pedro Thompson
2. Minh Wilson
3. Dato Netto
4. Djo Moupondo
5. David Halabu
6. Kaiyr Kochshigulov
7. Koby Jones
8. Lewis Ho

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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