From the Economist, January 24, 2009
Andrew Lo, a professor at the MIT Sloan School of
Management, imagines a confrontation in 2004 between
the head of Lehman and its chief risk officer.
Forseeing a catastrophe ahead, the risk officer
proposes shutting down the mortgage business,
but his boss threatens to sack him on the spot.
He suggests cutting back, but the boss counters
that his competitors are expanding and his best
people would be poached. He mentions hedging the
risk, but his boss retorts that in the next
two years that will cost hundreds of millions of
dollars of lost profits.