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All HBS Web
(1,707)
- Faculty Publications (427)
- February 1997 (Revised April 1997)
- Case
Harrington Financial Group
By: Robert C. Merton and Alberto Moel
In early 1997, Harrington Bank, a small Indiana savings and loan (thrift) wondered what its next move should be. Harrington was acquired in 1988 by the principals of Smith Breeden Associates, a money-management and consulting firm specializing in the application of...
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Keywords:
Banks and Banking;
Mergers and Acquisitions;
Price;
Risk Management;
Mortgages;
Contracts;
Asset Management;
Investment;
Financial Services Industry
Merton, Robert C., and Alberto Moel. "Harrington Financial Group." Harvard Business School Case 297-088, February 1997. (Revised April 1997.)
- November 1996 (Revised July 1997)
- Case
Alexander Plaza
By: Arthur I Segel and William J. Poorvu
In May 1996, Henry Bower, an asset manager for a real estate adviser, Medcem, has to negotiate the details of a lease after signing a letter of intent with a high technology company, Defentek, Inc. Defentek, Inc. is a fast-growing company with limited net worth that is...
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Keywords:
Negotiation Tactics;
Negotiation Preparation;
Agreements and Arrangements;
Risk and Uncertainty;
Real Estate Industry;
Financial Services Industry;
District of Columbia
Segel, Arthur I., and William J. Poorvu. "Alexander Plaza." Harvard Business School Case 897-066, November 1996. (Revised July 1997.)
- September 1996
- Supplement
Howard, Shea & Chan Asset Management (D): Sales Presentation, Video
Presents a sales presentation, allowing students and executive participants to develop a set of criteria for such a presentation and apply them to a real one.
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Shapiro, Benson P. "Howard, Shea & Chan Asset Management (D): Sales Presentation, Video." Harvard Business School Video Supplement 597-501, September 1996.
- August 1996 (Revised October 1996)
- Case
Howard, Shea & Chan Asset Management (A)
A medium-sized investment management firm is attempting to decide whether to try to grow, and if so, how. It is a complicated decision because the managing partner and her colleagues have significantly different views. This case provides the background on the industry,...
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Keywords:
Partners and Partnerships;
Decision Making;
Sales;
Growth and Development Strategy;
Financial Services Industry
Shapiro, Benson P. "Howard, Shea & Chan Asset Management (A)." Harvard Business School Case 597-021, August 1996. (Revised October 1996.)
- August 1996
- Case
Howard, Shea & Chan Asset Management (B); The Partnership Meeting
Continues the plot about growth and sales strategies, and adds interesting pricing and sales compensation elements. The partners' meeting sharpens the disagreements among the five partners, and forces Anne Howard, the managing partner, to develop a clear action plan.
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Keywords:
Growth and Development Strategy;
Price;
Sales;
Strategy;
Asset Management;
Partners and Partnerships;
Service Industry
Shapiro, Benson P. "Howard, Shea & Chan Asset Management (B); The Partnership Meeting." Harvard Business School Case 597-022, August 1996.
- August 1996 (Revised October 1996)
- Case
Howard, Shea & Chan Asset Management(C): Recruiting and Selecting a Salesperson
Goes to the heart of the sales strategy issues by asking discussion participants to: 1) develop a salesperson recruiting process, 2) choose among four resumes, and 3) develop a sales compensation approach.
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Shapiro, Benson P. "Howard, Shea & Chan Asset Management(C): Recruiting and Selecting a Salesperson." Harvard Business School Case 597-023, August 1996. (Revised October 1996.)
- August 1996 (Revised October 1996)
- Case
Howard, Shea & Chan Asset Management (D): Sales Presentation
Provides the context and hard copy material to accompany a video sales presentation. Participants are asked to develop criteria for evaluating a sales presentation and then to apply the criteria to the video presentation.
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Shapiro, Benson P. "Howard, Shea & Chan Asset Management (D): Sales Presentation." Harvard Business School Case 597-024, August 1996. (Revised October 1996.)
- May 1996
- Case
First Capital Holdings Corp.
By: Stuart C. Gilson, Harry DeAngelo and Linda DeAngelo
The manager of a money-management firm considers whether to invest in the securities of a large, financially troubled, California-based life insurance holding company that holds 40% of its assets in high-yield junk bonds. Over the past year, the value of its portfolio...
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Keywords:
Risk Management;
Debt Securities;
Bonds;
Valuation;
Investment Return;
Fair Value Accounting;
Financial Institutions;
Insurance Industry
Gilson, Stuart C., Harry DeAngelo, and Linda DeAngelo. "First Capital Holdings Corp." Harvard Business School Case 296-032, May 1996.
- January 1996 (Revised September 1997)
- Case
Scott Paper Company
By: Stuart C. Gilson and Jeremy Cott
A professional turnaround manager attempts to implement a massive global downsizing program at the world's largest producer of consumer tissue products. The plan involves laying off almost one third of the company's 34,000 hourly and salaried employees and dramatically...
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Keywords:
Assets;
Global Strategy;
Resignation and Termination;
Goals and Objectives;
Business and Stakeholder Relations;
Sales;
Value Creation;
Pulp and Paper Industry
Gilson, Stuart C., and Jeremy Cott. "Scott Paper Company." Harvard Business School Case 296-048, January 1996. (Revised September 1997.)
- December 1995 (Revised December 1995)
- Case
Yale University Investments Office
By: Josh Lerner and Jay O. Light
Yale University's investment office was responsible for managing its endowment, which totaled nearly $4 billion in June 1995. Yale had developed a rather different approach to endowment management, including substantial investments in "less efficient" equity markets...
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Keywords:
Assets;
Private Equity;
Investment;
Investment Return;
Management;
Markets;
Strategy;
Education Industry
Lerner, Josh, and Jay O. Light. "Yale University Investments Office." Harvard Business School Case 296-040, December 1995. (Revised December 1995.)
- September 1995
- Case
Ares-Serono
By: Michael Y. Yoshino, Jean-Pierre Jeannet and Carin-Isabel Knoop
Ares Serono, a medium-size Swiss pharmaceutical company, is the global leader in the field of fertility drugs. The company has successfully transformed into one of the very few biotech firms in Europe. The case treats a set of major strategic and organizational...
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Keywords:
Geographic Location;
Globalized Firms and Management;
Asset Management;
Balance and Stability;
Expansion;
Digital Platforms;
Leadership Development;
Health Care and Treatment;
Transformation;
Family Business;
Problems and Challenges;
Pharmaceutical Industry;
Biotechnology Industry;
Switzerland;
Europe
Yoshino, Michael Y., Jean-Pierre Jeannet, and Carin-Isabel Knoop. "Ares-Serono." Harvard Business School Case 396-035, September 1995.
- 1995
- Chapter
Incentive Problems in Financial Contracting: Impacts on Corporate Financing, Investment, and Risk Management Policies
By: K. Froot
Keywords:
Catastrophe Risk;
Corporate Finance;
Cost Of Capital;
Banking And Insurance;
Asset Pricing;
Hedging;
Banking;
Decision Choice And Uncertainty;
Financial Markets;
Insurance;
Policy;
Risk Management;
Natural Disasters;
Insurance Industry
Froot, K. "Incentive Problems in Financial Contracting: Impacts on Corporate Financing, Investment, and Risk Management Policies." Chap. 7 in The Global Financial System: A Functional Perspective, by D. B. Crane, K. A. Froot, Scott P. Mason, André Perold, R. C. Merton, Z. Bodie, E. R. Sirri, and P. Tufano, 225–261. Boston: Harvard Business School Press, 1995. (Revised from Harvard Business School Working Paper No. 95-020.)
- August 1995
- Case
Credit General, SA
By: Andre F. Perold
The head of a bank's asset and liability committee has to approve an unexpectedly large overnight currency exposure or require at great cost that the exposure be reduced.
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Perold, Andre F. "Credit General, SA." Harvard Business School Case 296-011, August 1995.
- summer 1995
- Article
The Emerging Asset Class: Insurance Risk
By: K. A. Froot, B. Murphy, A. Stern and S. Usher
- March 1995
- Case
Donald Salter Communications, Inc.
By: Stuart C. Gilson and Jeremy Cott
A new CEO is hired to manage the turnaround of a family-owned newspaper publisher. In a departure from previous management, he implements a new compensation scheme that explicitly ties executive pay to market-value-based measures of firm performance. Because the...
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Keywords:
Family Business;
Transformation;
Asset Management;
Wages;
Balanced Scorecard;
Family Ownership;
Motivation and Incentives;
Valuation;
Journalism and News Industry
Gilson, Stuart C., and Jeremy Cott. "Donald Salter Communications, Inc." Harvard Business School Case 295-114, March 1995.
- January 1995 (Revised June 1995)
- Case
Note on Yield Conventions
By: Andre F. Perold and Wai Lee
Describes the principal conventions used to report yields on debt instruments.
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Keywords:
Investment Return;
Capital Markets;
Asset Management;
Reports;
Conferences;
Governing and Advisory Boards
Perold, Andre F., and Wai Lee. "Note on Yield Conventions." Harvard Business School Case 295-101, January 1995. (Revised June 1995.)
- November–December 1994
- Article
A Framework for Risk Management
By: K. Froot, David S. Scharfstein and J. Stein
Keywords:
Catastrophe Risk;
Cost Of Capital;
Banking And Insurance;
Hedging;
Banking;
Decision Choice And Uncertainty;
Framework;
Risk Management;
Corporate Finance;
Asset Pricing;
Financial Markets;
Insurance;
Policy;
Natural Disasters;
Insurance Industry
Froot, K., David S. Scharfstein, and J. Stein. "A Framework for Risk Management." Harvard Business Review 72, no. 6 (November–December 1994): 59–71. (Revised from "Developing a Risk Management Strategy," Harvard Business School Working Paper No. 95-021. Reprinted in Bank of America Journal of Applied Corporate Finance 7, no. 3 (fall 1994): 22-33; Marsh & McLennan Companies' Viewpoint 24 (spring 1995): 21-37; and in Corporate Risk: Strategies and Management, edited by Greg Brown and Don Chew, London: Risk Books, December 1999.)
- fall 1994
- Article
Banc One Corporation: Asset and Liability Management
By: B. C. Esty, P. Tufano and J. Headley
Esty, B. C., P. Tufano, and J. Headley. "Banc One Corporation: Asset and Liability Management." Journal of Applied Corporate Finance 7, no. 3 (fall 1994): 33–51.
- February 1994 (Revised July 2008)
- Case
Banc One Corporation: Asset and Liability Management
By: Benjamin C. Esty, Peter Tufano and Jon Headley
Banc One's share price has been falling recently due to analyst and investor concern over the bank's heavy use of interest rate derivatives. Dick Lodge, chief investment officer in charge of the bank's investment and derivative portfolio, must recommend to the CEO a...
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Keywords:
Credit Derivatives and Swaps;
Financial Management;
Interest Rates;
Investment Portfolio;
Governance Controls;
Risk Management;
Banking Industry
Esty, Benjamin C., Peter Tufano, and Jon Headley. "Banc One Corporation: Asset and Liability Management." Harvard Business School Case 294-079, February 1994. (Revised July 2008.)
- December 1993
- Article
Risk Management: Coordinating Corporate Investment and Financing Policies
By: K. A. Froot, David S. Scharfstein and J. Stein
Keywords:
Catastrophe Risk;
Corporate Finance;
Banking And Insurance;
Hedging;
Banking;
Decision Choice And Uncertainty;
Financial Markets;
Insurance;
Policy;
Risk Management;
Natural Disasters;
Cost of Capital;
Asset Pricing;
Insurance Industry
Froot, K. A., David S. Scharfstein, and J. Stein. "Risk Management: Coordinating Corporate Investment and Financing Policies." Journal of Finance 48, no. 5 (December 1993): 1629–1658. (Revised from NBER Working Paper No. 4084, February 1993. Reprinted in RAE-Revista de Administração de Empresas, Management Journal of Fundação Getulio Vargas (FGV-EAESP), Business School for Administration in Sao Paulo, Brazil, volume no. 48, issue no. 1 (January-March 2008): 87-118. Reprinted in Insurance and Risk Management, Volume II, Corporate Risk Management, Part I: Theory on Why and How Firms Manage Risk, Chapter 3, edited by Gregory R. Niehaus, UK: Edward Elgar Publishing Ltd. (October 2008). Also in M.J. Brennan, The Theory of Corporate Finance from The International Library of Critical Writings in Financial Economics, edited by R. Roll, 1995; and in Merton Miller and Chris Culp, eds. Corporate Hedging in Theory and Practice: Lessons from Metallgesellschaft, Risk Books, 1999.)