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February 2001 (Revised March 2002)
Case

Korea First Bank (A)

In December 1999, Newbridge Capital, an equity investment fund based in San Francisco, successfully negotiated with the Korean government to acquire a controlling interest in Korea First Bank. It was the first time a foreign financial institution acquired a Korean... View Details

Keywords: Negotiation Process; Negotiation Participants; Foreign Direct Investment; Acquisition; Cross-Cultural and Cross-Border Issues; Banks and Banking; Banking Industry; San Francisco; South Korea

April 2004 (Revised June 2004)
Case

Neeley University Investment Management Company

This case analyzes the problem of a university looking to reduce its private equity exposure in its endowment. The university hires Cogent Partners, a small investment bank specializing in private equity secondary trading. View Details

Keywords: Financial Management; Private Equity; Higher Education; Financial Services Industry; Education Industry

01 Dec 1997
News

Banking on HBS

Bank after a distinguished career as a Wall Street investment banker. "I wanted a program that would stimulate their thinking and make them aware of different approaches to problem solving and implementation... View Details

Keywords: Garry Emmons

July 1998 (Revised April 2001)
Case

Bank of Ireland (BOI): Internet Strategy

Conor O'Toole, Internet business executive, must consider how to take the Bank of Ireland on-line. The bank, and Ireland, and most of continental Europe, lagedlagged behind the United States in adopting Internet techologytechnology. O'Toole wondered how he should... View Details

Keywords: Organizational Change and Adaptation; Leading Change; Internet; Banks and Banking; Banking Industry; Republic of Ireland

July 2003 (Revised January 2004)
Case

Carol Brewer's Investments

By: Richard S. Ruback and Julia Stevens

Following her husband's death in 1994, Carol Brewer took over the management of her family's investments. This case describes the decisions Brewer made during this process, including her choice to seek active account management, her selection of an investment firm, and... View Details

Keywords: Investment Funds; Investment Portfolio; Retirement; Decision Choices and Conditions; Financial Management; Personal Finance; Investment Banking; Investment Return

May 2024
Article

Financial Innovation in the 21st Century: Evidence from U.S. Patents

By: Josh Lerner, Amit Seru, Nick Short and Yuan Sun

We develop a unique dataset of 24 thousand U.S. finance patents granted over the last two decades to explore the evolution and production of financial innovation. We use machine learning to identify the financial patents and extensively audit the results to ensure... View Details

Keywords: Banking; Investment Banks; Information Technology; Regulation; Patents; Innovation and Invention; Trends

Find at Harvard

Portrait Project

Jennifer Keedy Banks

I have touched, ways I've demonstrated my love for my family, and how I have used my skills to aid my church and my community Investing in my most valuable assets, my precious children, by taking the time to listen to them and being... View Details

April 2022 (Revised August 2022)
Case

Conflicts of Interest at Uptown Bank

By: Jonas Heese

In 2013, two employees debated whether to blow the whistle on their employer, Bell Bank, after completing an internal review that revealed undisclosed conflicts of interest. Bell Bank’s Asset Management business disproportionately invested clients’ money in Bell Bank’s... View Details

30 Nov 2016
Working Paper Summaries

The Stock Market and Bank Risk-Taking

Keywords: by Antonio Falato and David Scharfstein; Banking; Banking

October 2010 (Revised November 2010)
Case

YES BANK: Mainstreaming Development into Indian Banking

By: Michael Chu and Namrata Arora

YES BANK, founded in 2003 and highly successful, has consistently been profitable meeting the Indian government's Priority Sector Lending (PSL) requirements, unlike virtually all other private sector banks, which view PSL activity as a necessary but loss-making part of... View Details

Keywords: Development Economics; Private Equity; Microfinance; Investment; Governing and Advisory Boards; Corporate Social Responsibility and Impact; Environmental Sustainability; Expansion; Banking Industry; India

September 2017 (Revised March 2018)
Case

Great Lakes Banking Group: Data Management

By: Shane Greenstein and Christine Snively

In May 2016, Michael Rechtin, an expert in international data center law, advised global financial services firm Great Lakes Banking Group (GLBG) on its plans to upgrade its data centers. The bank’s data processing and storage systems were in need of an update, and... View Details

Keywords: Information Infrastructure; Infrastructure; Operations; Information Management

May 2010 (Revised July 2010)
Case

Bank of America Acquires Merrill Lynch (A)

By: Robert C. Pozen and Charles E. Beresford

On December 22, 2008, Bank of America (BofA) chairman and CEO Ken Lewis convened a special board of directors meeting to review his company's pending acquisition of investment bank Merrill Lynch. Negotiations for the acquisition had begun a few months earlier, during... View Details

Keywords: Mergers and Acquisitions; Decision Choices and Conditions; Financial Crisis; Corporate Governance; Government Legislation; Crisis Management; Business and Government Relations; Banking Industry

January 2014
Case

Barclays Bank and Contingent Capital Notes, 2012

By: Lucy White and Trent Kim

In 2012, regulatory changes following the financial crisis mean that Barclays Bank is faced with the need to raise large amounts of capital in order to comply with increased capital requirements, tightening rules as to the "quality of capital," and increased risk... View Details

Keywords: Financial Instruments; Investment Banking; Capital; Banking Industry

16 Dec 2013
News

Crowdtilt hauls in $23 million investment

February 2011 (Revised June 2011)
Case

Stock Reform of Shenzhen Development Bank

By: Li Jin, Li Liao, Aldo Sesia and Jianyi Wu

Shenzhen Development Bank, China's first publicly traded company, was undergoing the non-tradable share reform. Its current controlling shareholder, private equity firm Newbridge Capital LLC, needs to negotiate with its diverse minority shareholders to find a... View Details

Keywords: Capital; Private Equity; Investment; Corporate Governance; Managerial Roles; Emerging Markets; Negotiation; Business and Shareholder Relations; Conflict of Interests; Banking Industry; China

2024
Working Paper

Internal and External Capital Markets of Large Banks

By: Lina Lu, Marco Macchiavelli and Jonathan Wallen

Despite regulatory restrictions, large U.S. bank holding companies have sizable and dynamic internal capital markets. They raise long-term debt at the holding company and deposits at the commercial bank to internally make unsecured loans to affiliated broker-dealers.... View Details

Keywords: Banks and Banking; International Finance; Financial Markets

March 2011
Teaching Note

Shenzhen Development Bank (TN)

By: Li Jin and Yuhai Xuan

Teaching Note for 210020. View Details

Keywords: Partners and Partnerships; Decisions; Investment; Commercial Banking; Growth and Development; Negotiation Deal; Labor and Management Relations; Planning; Banking Industry; Banking Industry; China

January 2023 (Revised June 2024)
Supplement

Zaoui & Co. (B): Executing the Odyssey SPAC Transaction

By: Ashish Nanda, Alex Kitsberg and Zack Kurtovich

In September 2019, founding partners Michael and Yoel Zaoui decided to add principal investing to Zaoui & Co.’s offerings. The case outlines how, over the next two years, Zaoui & Co. pursued the formation of a SPAC, Odyssey Acquisitions, followed by the identification... View Details

Keywords: Finance; Investment Banking; SPACs; M＆A; Strategy; Entrepreneurship; Europe; United Kingdom

February 2017
Case

Eve Hall: The African American Investment Fund in Milwaukee

By: Steven Rogers and Alterrell Mills

The case highlights the role of minority chambers of commerce and the background of Eve Hall, a well-regarded multi-sector leader asked to revive Wisconsin's African-American chamber. This case study examines the lending options that a minority chamber of commerce... View Details

November 2012
Supplement

Shenzhen Development Bank (CW)

By: Yuhai Xuan

Keywords: Mergers and Acquisitions; Private Equity; Commercial Banking; Investment; Emerging Markets; Business and Government Relations; Banking Industry; China

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