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Publications

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  • 19 Nov 2007
  • Lessons from the Classroom

Teaching The Moral Leader

25-year business career that included 10 years in fashion retailing; 12 years in mutual fund and brokerage financial services; serving as a director on nonprofit and corporate boards; and chairing the Better Business Bureau here in... View Details
Keywords: by Sarah Jane Gilbert; Education
  • 01 Sep 2017
  • News

City of Dreams

brokerage and advisory firm that he hopes to build into, in his words, “the Goldman Sachs of Sri Lanka.” Taking a broad view of the country’s assets, Fernando highlights areas that keep popping up in discussions of Sri Lanka’s economic... View Details
Keywords: Julia Hanna; photographed by Alice Carfrae; Sri Lanka; Construction of Buildings; Construction; Administration of Housing Programs, Urban Planning, and Community Development; Government
  • 31 Jul 2012
  • First Look

First Look: July 31

company had consciously diversified its portfolio of investment products. In 2007 Man had to decide whether or not to spin off its brokerage business. Man was also evaluating several new business opportunities with varying strategic and... View Details
Keywords: Carmen Nobel
  • 01 Apr 2002
  • News

Back in Business

nonprofit consultant, has worked on some thirty cases since volunteering with ReSTART Central in mid-October. Her clients ("All nationalities," she notes, "like the UN") range from a one-woman clothing design business to a two hundred person international View Details
Keywords: 9/11; NYC; New York City; Government
  • 17 Sep 2013
  • First Look

First Look: September 17

Paul Healy, George Serafeim, and Devin Shanthikumar Abstract—Prior research on equity analysts focuses almost exclusively on those employed by sell-side investment banks and brokerage houses. Yet investment firms undertake their own... View Details
Keywords: Sean Silverthorne
  • 04 Sep 2018
  • First Look

New Research and Ideas, September 4, 2018

return for selling data to utilities? Purchase this case:https://hbsp.harvard.edu/product/715455-PDF-ENG Harvard Business School Case 719-411 Edward Jones: Implementing the Solutions Approach In 2017 Edward Jones, the largest brokerage... View Details
Keywords: Dina Gerdeman
  • 15 Dec 2009
  • First Look

First Look: Dec. 15, 2009

we find it difficult to identify the tangible benefits delivered by brokers. While brokerage customers are directed toward funds that are harder to find and evaluate, they pay substantially higher fees and the funds they buy have lower... View Details
Keywords: Martha Lagace
  • 07 Aug 2012
  • First Look

First Look: August 7

had to decide whether or not to spin off its brokerage business. Man was also evaluating several new business opportunities with varying strategic and financial rationales. After the financial crisis, Man had to decide what to do in the... View Details
Keywords: Sean Silverthorne
  • Person Page

Media

Media

This lists media reports covering my firm dollarDEX Investments or me (or my colleagues), or columns written by me (or my colleagues). There are all... View Details