Publications

April 1999 (Revised November 1999)
Case

Adams Capital Management: March 1999

By: G. Felda Hardymon and Bill Wasik

On February 24, 1999, the advisory board of Adams Capital Management convened for its quarterly meeting at the firm's headquarters. One point on the agenda: whether or not to proceed with due diligence on an investment in Three Points, a maker of Internet-based team... View Details

Keywords: Venture Capital; Governing and Advisory Boards; Management Systems; Investment; Goals and Objectives; Financial Services Industry

February 1998
Case

Security Capital Group Incorporated

By: Jay O. Light, William J. Poorvu and Elizabeth McLoughlin

Keywords: Financial Services Industry

2005
Chapter

Microfinance: The Next Ten Years

By: Michael Chu

A review of the history of commercial microfinance and a view on the key developments in the next decade. View Details

Keywords: History; Microfinance; Financial Services Industry

February 1997
Case

Advent of Venture Capital in Latin America, The

By: Debora L. Spar

Widely regarded as the leader in international private equity, Advent International is considering the establishment of a private equity fund in Latin America in 1996. Typically, Advent entered new private equity markets through the creation of multicountry regional... View Details

Keywords: Venture Capital; Joint Ventures; Market Entry and Exit; Globalized Markets and Industries; Financial Services Industry; Boston; Latin America

June 1988 (Revised May 1989)
Case

Primerica Corp. (A): How American Can Discovered Primerica

By: Stephen A. Greyser and Norman Klein

Keywords: Financial Services Industry

February 1998 (Revised January 1999)
Case

Rob Parson at Morgan Stanley (C)

A year after Rob Parson's manager decided to postpone Parson's promotion, Parson's new manager Gary Stuart faces the decision of promotion again. Stuart considers whether the efforts Parson had made were sufficient. Teaching purpose: To explore managerial problems... View Details

Keywords: Management; Personal Development and Career; Performance Evaluation; Financial Services Industry

March 1996
Case

Ernst & Young United Kingdom (B) (Abridged)

By: John J. Gabarro and Samantha Graff

Keywords: Financial Services Industry; United Kingdom

September 1994
Case

Leadership Problems at Salomon (A)

By: Lynn S. Paine and Michael Santoro

Deryck Maughan, a vice chairman and co-head of investment banking at Salomon Brothers, learns that his superiors have been less than candid about their knowledge of bidding improprieties by the firm's government trading desk. He must decide what, if anything, he should... View Details

Keywords: Leadership; Decision Choices and Conditions; Ethics; Moral Sensibility; Values and Beliefs; Crime and Corruption; Rank and Position; Financial Services Industry

August 1994
Case

E.F. Hutton (C)

By: Lynn S. Paine and Jane Palley Katz

Keywords: Financial Services Industry

August 1994
Case

E.F. Hutton (A)

By: Lynn S. Paine and Jane Palley Katz

Keywords: Financial Services Industry

May 1994
Teaching Note

BayBank Boston TN

By: Joseph L. Badaracco Jr. and Jerry Useem

Teaching Note for (9-393-095). View Details

Keywords: Mortgages; Problems and Challenges; Programs; Business and Community Relations; Financial Services Industry; Boston

May 1986 (Revised July 1986)
Case

MBAs at Merrill Lynch

By: George C. Lodge

Keywords: Financial Services Industry

July 2012
Case

Generation Investment Management

By: Sandra J. Sucher and Matthew Preble

Examines the investment process of Generation Investment Management, a "sustainable" investing firm established in 2004 by David Blood and U.S. Vice President Al Gore. Places students in the position of David Lowish, director of global industrials, who must decide... View Details

Keywords: Developing Countries and Economies; Energy Generation; Investment; Environmental Sustainability; Pollutants; Welfare; Financial Services Industry; India; United Kingdom

March 2014
Technical Note

Venture Capital Investment in the Clean Energy Sector

By: Ramana Nanda and Shikhar Ghosh

In this note, we examine the extent to which venture capital is adequately positioned for the rapid commercialization of clean energy technologies in the United States. The need for a revolution in clean energy is driven not just by environmental consequences of energy... View Details

Keywords: Entrepreneurial Finance; Entrepreneurship; Finance; Financial Services Industry

May 2011
Teaching Note

China Environment Fund: Doing Well by Doing Good (TN)

By: Christopher Marquis and Alison Comings

Teaching Note for 410142. View Details

Keywords: Financial Services Industry; China

01 Mar 2018
News

Realizing The Potential Of One Harvard

Collaboration Leads to New Programs for Business and Education Two new programs developed and led by HBS faculty in collaboration with colleagues from across Harvard University—one in business analytics and another in school leadership—are demonstrating the real-world... View Details

10 Feb 2016
Working Paper Summaries

Land Institutions and Chinese Political Economy: Institutional Complementarities and Macroeconomic Management

Keywords: by Meg Rithmire; Financial Services; Financial Services; Financial Services

October 2024
Case

MDH Partners: Evolving a Family Legacy

By: Christina R. Wing and Sarah Mehta

This case is about succession planning for MDH Partners, an Atlanta-based industrial real estate investment firm founded in 2005. When Jeffrey Small, Jr. cofounded MDH Partners, he named the company in honor of his grandfather, Mark Durward (MD) Hodges, an early... View Details

Keywords: Buildings and Facilities; Business Ventures; Ownership; Financial Services Industry; Financial Services Industry; United States; Georgia (state, US); Atlanta