Investment Banks - Publications - Faculty & Research

01 Jun 2018
News

Up by the Roots

In 2010, Maria Gotsch (MBA 1989) called a meeting with the chief information and technology officers at five of the largest banks headquartered in Manhattan. The session would last for three hours, but as Gotsch recalls, the executives in... View Details

Keywords: Alexander Gelfand; illustrations by Dan Page

29 Jan 2019
Research & Ideas

'Green Bonds' May Be Our Best Bet for Environmental Damage Control

environment by accessing finance at better terms. “The whole idea of ESG investing is predicated on the notion that by tilting their portfolios towards securities that have better ESG properties, investors might be able to change who has... View Details

Keywords: by Michael Blanding; Energy; Utilities; Construction; Green Technology; Public Administration

24 Apr 2014
News

Making community involvement a part of daily business

Margaret Preston (MBA 1983) talks about being involved in community life throughout her career in investment banking, wealth management, and entrepreneurship. (Published April 2014) View Details

Profile

Margarita de la Piedra Carrillo

Why was earning your MBA at HBS important to you? I want to be more efficient in business, more savvy in my decision-making. Long-term, I may be interested in starting my own business. The skills I learn now will be very helpful later. How has your overall HBS... View Details

Keywords: Investment Banking; Investment Banking

Richard S. Fuld, Jr.

Fuld took the helm of Lehman Brothers when it was spun-off by American Express in 1994. Over the next ten years, he transformed the small bond trading firm into one of the most respected full service investment View Details

Keywords: Finance

01 Mar 2024
News

The Exchange: Takeaways from the Takedown

Professors Eugene Soltes and Aiyesha Dey; image by John Ritter When Sam Bankman-Fried was convicted in 2023 of all seven charges against him related to the cryptocurrency exchange FTX, the jury needed less than five hours to deliberate after a months-long trial. The... View Details

Keywords: Jen McFarland Flint; Securities, Commodities, and Other Financial Investments; Finance

Web

Related Archival Collections | Baker Library | Bloomberg Center | Harvard Business School

Introduction 1840s – 1880s General Merchants to Commodities Brokers 1880s – 1920s Investment Banking & Securities Underwriting 1920s – 1960s Investing in Emerging Industries... View Details

01 Dec 2018
News

Averting Crisis

beliefs play a central role. I have worked on projects that study beliefs and important economic decisions, in the context of corporate investment in general, and banking and the financial crisis in... View Details

Nimi Katragadda

entrepreneurs building category defining businesses. Prior to this, she worked in Investment Banking at J.P. Morgan and later as an Associate Product Marketing Manager at Google. She graduated with an Honors... View Details

01 Dec 1998
News

Chalsty Fellowship Will Help Black South Africans Attend HBS

1969 as an oil analyst. He was named director of research in 1971 and became head of the firm's investment banking division in 1979. Appointed chairman of DLJ 's capital markets group in 1984, Chalsty became... View Details

June 2001 (Revised December 2006)
Case

Role of Capital Market Intermediaries in the Dot-Com Crash of 2000, The

By: Krishna G. Palepu and Gillian D Elcock

Set in the context of the rise and fall of the Internet stocks in the United States. View Details

Keywords: Stocks; Price Bubble; Capital Markets; Investment Banking; Information Technology Industry; Financial Services Industry; United States

Citation

Educators

Purchase

Brittany is a General Partner at Backstage Capital, a venture capital firm, where she identifies and invests in pre-seed and seed-stage companies led by underrepresented founders. She has led multiple View Details

March 2005 (Revised June 2005)
Case

Capital Controls in Chile in the 1990s (B)

By: Laura Alfaro, Rafael M. Di Tella and Ingrid Vogel

Supplements the (A) case. View Details

Keywords: Governance Controls; Financial Crisis; Foreign Direct Investment; Currency Exchange Rate; Inflation and Deflation; Demand and Consumers; Interest Rates; Capital; System; Central Banking; Chile

Citation

Educators

Purchase

13 Jun 2012
HBS Case

HBS Cases: A Startup Takes On the Credit Ratings Giants

media, and can be rated without any interaction between the issuer and rating agency. Typically, structured products are rated by only a single agency. Further, while there are thousands of corporate bond issuers, "there's only a handful of View Details

Keywords: by Maggie Starvish; Banking; Banking

Web

Thomas Weisel | Baker Library | Bloomberg Center | Harvard Business School

Transcript (PDF) Thomas “Thom” Weisel, HBS 1966, helped launch Montgomery Securities, a niche investment bank based in San Francisco designed to serve emerging-growth companies on the West Coast. In the... View Details

Web

Video-Coverage of the Financial Crisis | Baker Library | Bloomberg Center | Harvard Business School

Introduction 1840s – 1880s General Merchants to Commodities Brokers 1880s – 1920s Investment Banking & Securities Underwriting 1920s – 1960s Investing in Emerging Industries... View Details

06 Nov 2019
Op-Ed

Torched Planet: The Business Case to Reinvent Almost Everything

interest to torch the planet. Mark Carney, the Governor of the Bank of England, points out that insured losses from extreme weather events have risen five-fold in the last 30 years. He wonders if the financial markets face the risk of a... View Details

Keywords: by Rebecca Henderson; Energy

Fast Answer

Foreign direct investment: statistics

in IMF Coordinated Direct Investment Survey in Data by Indicator. World Development Indicators On World View Details

01 Sep 2004
News

Charles Stoddard (MBA 1969)

returning home to work in the family bank and, ultimately, found his own — Grand Bank in Grand Rapid. Stoddard sold Grand Bank in 2002, and he has since launched Grand Angels,... View Details