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Concept

Incentive Design

This concept sequence focuses on incentive design in the context of economic behaviour — what kinds of incentives are necessary to drive good outcomes amongst company operators, protocol designers, and firm partners?

A number of elements contribute to incentive design:

  • Incentives often flow from structure

  • Social dynamics often have a massive influence on incentive design

  • The actual economic incentives themselves play a part with engaging with social behaviours

  • There can be unexpected side effects from a complex mix of systems, environment and incentive structure, especially over time

This sequence of cases will sample from a broad number of topics — companies, firms and protocols. It focuses specifically on instances where the incentives are designed explicitly, by a small group of people.

“I think I've been in the top 5% of my age cohort all my life in understanding the power of incentives, and all my life I've underestimated it. And never a year passes but I get some surprise that pushes my limit a little farther.” — Charlie Munger

Cases

How Charlie Munger designed the Incentives of Munger, Tolles, Olson

The unique way that storied law firm Munger, Tolles, Olson (MTO) allocates firm proceeds to its partners.

The TransDigm Phenomenon

A remarkable — if controversial — company in a weird industry. How TransDigm exploits the aerospace aftermarket to generate excessive returns for its shareholders.

 Members only

Henry Singleton: The Man Who Pioneered Share Buybacks

The contrarian conglomerate king who pioneered the use of share buybacks.

 Members only

The First Hedge Fund

How A. W. Jones improvised his way to an investment style and structure that has persisted till today.

Mars Inc and Return on Total Assets

How Forrest Mars of Mars Inc ran his business around an obscure financial metric, in the years after World War 2.

 Members only

The HEICO Phenomenon

The rare situation where positioning yourself as Number Two in a market turns out to be a winning strategy.

 Members only

Repeatable Success in the Restaurant Business: Union Square Hospitality Group

What Danny Meyer did to achieve repeatable success in the cut-throat, low margin, highly competitive restaurant business.

 Members only

Roper Technologies: From Manufacturing to Software

A rare company that transitioned from manufacturing to software, and won.

 Members only

Private Ambition, Public Triumph: Dick Smith’s Run with General Cinema

How Richard Smith turned the family business — cinemas — into an exceptional, multi-decade, diversified conglomerate.

 Members only