Publications

February 2010 (Revised December 2010)
Case

Lending Club

By: Peter Tufano

A new entrant in the nascent online peer lending space, Lending Club must decide whether or not to register with the SEC. Lending Club provided a platform through which individual borrowers could receive loans funded by individuals who chose to invest in them. The... View Details

Keywords: Financial Instruments; Price; Personal Finance; Financing and Loans; Financial Services Industry

Profile

Shabrina Jiva

management in the U.S., in a service industry, such as travel or hospitality. What matters to me longer term is finding that balance among exciting work, a fulfilling personal life, View Details

October 2018
Supplement

African Bank Investments Limited (B)

By: Lynn S. Paine and Will Hurwitz

Less than a year after joining the board of African Bank Investments Limited (ABIL), the newest director finds himself in difficult discussions with other directors about removing the struggling company’s CEO. The case is set in South Africa in mid-2014 as shares in... View Details

Keywords: Ethics; Personal Finance; Corporate Accountability; Governing and Advisory Boards; Corporate Governance; Crisis Management; Insurance; Leadership; Management; Risk Management; Financial Services Industry; Financial Services Industry; Financial Services Industry; Africa; South Africa

01 Dec 2004
News

Retirement's Changing Face

with this eternal conundrum. Easy Rider Martin Snoey (MBA ’72) Age: 61 Home: Mercer Island, Washington “My sense is that life is not a simple sequence of events,” says Martin Snoey. “Instead, it’s a continual trade-off among career, family, hobbies, View Details

Keywords: Personal Services

17 Oct 2014
Research & Ideas

New Treasury Rules Help Long-Retirement Planning

deal with medical emergencies or unexpected disasters during their retirement years. Alternatively, retired workers want to bequeath any remaining savings at death to their families, friends and favorite charities. However, if workers buy... View Details

Keywords: by Robert Pozen; Financial Services

October 2003 (Revised December 2003)
Case

Managing a 401(k) Fund

By: Richard S. Ruback and Kathleen Luchs

Focuses on an individual's decision to participate in his firm's 401(k) plan and how to invest his contributions. Plan participants have a choice of 10 mutual funds with different investment strategies. Includes data from Morningstar on the composition and performance... View Details

Keywords: Investment Funds; Investment; Saving; Asset Management; Financial Management; Decision Making; Personal Finance; Financial Services Industry

06 Jul 2017
News

Leadership on a Global Scale

When the inaugural West Point All-Academies Asia Summit opened in Singapore in June 2015, Ray Jefferson (MBA 2000) celebrated a personal moment of triumph. For the Summit’s point person, this first-ever gathering in Asia for graduates of... View Details

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

01 Mar 2011
News

A Man without a Pause

Between the ages of 30 and 40, James Wolfensohn (MBA ’59) lived a life most would find enviable. An Olympic fencer and graduate of both law and business schools (he cofounded a... View Details

Keywords: Sean Silverthorne; World Bank; Monetary Authorities-Central Bank; Finance

17 Feb 2003
Research & Ideas

Rating Fund Managers by the Company They Keep

mutual funds will adopt our approach. We'd love to work with such a service to help make this information available to investors at large. Q: In your analysis you relied rather heavily on Spectrum and other... View Details

Keywords: by Ann Cullen

10 Feb 2016
Sharpening Your Skills

Sharpening Your Skills: New Insights into Career Development

Christensen discusses economic theory and personal happiness. WORKING PAPERS Looking Up and Looking Out: Career Mobility Effects of Demographic Similarity among Professionals... View Details

Keywords: Re: Multiple Faculty

Career Coach

Eileen Stephan

Development, Program Management); Harvard Business School, Associate Director of Career Services and Career & Professional Development Coach; Morgan Stanley, Head of Firmwide Recruiting; CareerLeader,... View Details

Keywords: Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All)

05 May 2003
Research & Ideas

What It Takes to Restore Trust in Business

American business are plainly visible for the whole world to see, Mills warned. Repairing the infrastructure is critically important to restore trust in American business, and tinkering with the rulebook is not enough. The process of... View Details

Keywords: by Martha Lagace; Financial Services

Career Coach

Sarah Bua

Executive Leadership Program - China (SELP-China), Owner President Manager Program (OPM) and Leading Change through Organizational Renewal (LCOR) executive education offerings. She has worked extensively with early-, mid-career View Details

Keywords: Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All)

01 Mar 2014
News

Everything Old Is a New Opportunity

seniors' money by offering a caregiver-managed debit card account with personalized spending controls and extra protection from fraud and scams. Johnston likens the growing... View Details

Keywords: Robert S. Benchley; Personal Services; Personal Services

17 Feb 2003
Research & Ideas

Tales of the Newly-minted MBA

How do real-world conditions and shifting personal priorities influence a young MBA's early career path—those first five to ten years that executives remember as being of such critical importance? To find... View Details

Keywords: by Julia Hanna

January 1998
Case

Jerry Sanders

In 1997, Jay Sanders sold his 10-month-old medical device start-up company for more than $33 million. Looking to the future, he wondered if this was a success he could transform into a medical device brokerage business. As he reviewed his career history and the... View Details

Keywords: Personal Development and Career; Business Startups; Medical Devices and Supplies Industry; Medical Devices and Supplies Industry