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Publications

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      • 2009
      • Other Unpublished Work

      Danatbank

      By: David Moss, Cole Bolton and Andrew Novo
      In the summer of 1931, Germany was struggling with a deepening economic crisis. Production had fallen, unemployment was high, and bank deposits and gold were being withdrawn from the country at a rapid pace, threatening the value of the German mark. The country's third... View Details
      Keywords: Financial History; Economy; Financial Crisis; Borrowing and Debt; Banks and Banking; Financing and Loans; Banking Industry; Germany
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      Moss, David, Cole Bolton, and Andrew Novo. "Danatbank." 2009. (Draft case.)
      • 2009
      • Chapter

      On the General Relativity of Fiscal Language

      By: Jerry R. Green and Lawrence Kotlikoff
      A century ago, everyone thought time and distance were well defined physical concepts. But neither proved absolute. Instead, measures/reports of time and distance were found to depend on one's reference point, specifically one's direction and speed of travel, making... View Details
      Keywords: Economics; Finance; Labels; Measurement and Metrics
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      Green, Jerry R., and Lawrence Kotlikoff. "On the General Relativity of Fiscal Language." In Institutional Foundations of Public Finance, edited by Alan J. Auerbach and Daniel Shaviro. Harvard University Press, 2009.
      • December 2008
      • Article

      Style Investing and Institutional Investors

      By: Kenneth A. Froot and Melvyn Teo
      This paper explores institutional investors' trades in stocks grouped by style and the relationship of these trades with equity market returns. It aggregates transactions drawn from a large universe of approximately $6 trillion of institutional funds. To analyze style... View Details
      Keywords: Forecasting and Prediction; Behavioral Finance; Stocks; Investment Return; Market Transactions; Performance Expectations; Personal Characteristics; Financial Services Industry
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      Froot, Kenneth A., and Melvyn Teo. "Style Investing and Institutional Investors." Journal of Financial and Quantitative Analysis 43, no. 4 (December 2008): 883–906. (Revised from: Equity Style Returns and Institutional Investor Flows, Harvard Business School Working Paper No. 04-048, June 2004.)
      • November 2008 (Revised January 2017)
      • Case

      Maggie Lena Walker and the Independent Order of St. Luke

      By: Anthony Mayo and Shandi Onise Smith
      As America struggled to regain its balance in the aftermath of the American Civil War, Maggie Lena Walker did her best to actively effect change by finding solutions to the social and economic problems facing blacks and especially black women. Taking charge of the... View Details
      Keywords: Organizational Change and Adaptation; Leading Change; Ethnicity; Race; Social Entrepreneurship; Personal Development and Career; Welfare; Business and Community Relations; Gender; Banks and Banking
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      Mayo, Anthony, and Shandi Onise Smith. "Maggie Lena Walker and the Independent Order of St. Luke." Harvard Business School Case 409-057, November 2008. (Revised January 2017.)
      • October 2008 (Revised August 2010)
      • Case

      The Christmas Eve Closing

      By: Peter Tufano
      In 2002, two homeowners in Massachusetts are deciding whether to refinance their home less than two years after taking out an initial mortgage and a subsequent home equity line of credit. View Details
      Keywords: Mortgages; Personal Finance; Consumer Behavior; Banking Industry; Massachusetts
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      Tufano, Peter, and Andrea Ryan. "The Christmas Eve Closing." Harvard Business School Case 209-043, October 2008. (Revised August 2010.)
      • October 2008 (Revised September 2009)
      • Case

      Consumer Lending in Japan: Citi CFJ (A)

      By: J. Gunnar Trumbull and Akiko Kanno
      Despite a tradition of high household savings, Japan has supported a dynamic and technically sophisticated consumer-lending sector. The high profitability of the sector has periodically attracted interest from domestic banks as well as international investors. Most... View Details
      Keywords: Mergers and Acquisitions; Financing and Loans; Foreign Direct Investment; Personal Finance; Courts and Trials; Business and Government Relations; Banking Industry; Japan
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      Trumbull, J. Gunnar, and Akiko Kanno. "Consumer Lending in Japan: Citi CFJ (A)." Harvard Business School Case 709-017, October 2008. (Revised September 2009.)
      • 2008
      • Working Paper

      Just Keep My Money! Supporting Tax-time Savings with U.S. Savings Bonds

      By: Peter Tufano
      This paper reports the results of a 2007 experiment testing if specific process simplification can foster increased take-up rates for savings products, particularly by low-to-moderate income (LMI) households. Tax refund recipients at certain H&R Block tax preparation... View Details
      Keywords: Household; Income; Bonds; Investment; Personal Finance; Saving; Taxation; United States
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      Tufano, Peter. "Just Keep My Money! Supporting Tax-time Savings with U.S. Savings Bonds." Harvard Business School Working Paper, No. 09-059, October 2008. (Revised August 2010.)
      • October 2008 (Revised January 2011)
      • Case

      Lawrence Trinh: Venturing to Vietnam

      By: Joshua D. Margolis and Rachel Gordon
      Should Lawrence Trinh pursue his aspiration of working in Vietnam—and if so, what set of principles and practices should he adopt if he encounters corruption? These are questions that reverberate for many students who wish to work in emerging markets and other contexts... View Details
      Keywords: Developing Countries and Economies; Ethics; Investment; Leadership Development; Emerging Markets; Personal Development and Career; Welfare; Financial Services Industry
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      Margolis, Joshua D., and Rachel Gordon. "Lawrence Trinh: Venturing to Vietnam." Harvard Business School Case 409-017, October 2008. (Revised January 2011.)
      • September 2008 (Revised June 2010)
      • Case

      Hearts On Fire - Brand Development Manager

      By: Frank V. Cespedes and Benson P. Shapiro
      Hearts On Fire, a successful branded diamond producer, established the position of Brand Development Manager (BDM) to build the company's presence, sales, and relationships with its retail customers. After one year, the CEO, CFO and President must evaluate the impact... View Details
      Keywords: Customer Focus and Relationships; Investment Return; Brands and Branding; Marketing Strategy; Business Processes; Salesforce Management; Business Strategy
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      Cespedes, Frank V., and Benson P. Shapiro. "Hearts On Fire - Brand Development Manager." Harvard Business School Case 709-436, September 2008. (Revised June 2010.)
      • September 2008 (Revised October 2008)
      • Case

      Shareholder Activists at Friendly Ice Cream (A1)

      By: Fabrizio Ferri, V.G. Narayanan and James Weber
      Two activist investors, one a founder and one a hedge fund manager, seek to improve board oversight at a chain restaurant company. Prestley Blake founded Friendly Ice Cream in 1935 with his brother, and the two created a chain of full-service restaurants. In 1979, they... View Details
      Keywords: Investment Activism; Governing and Advisory Boards; Lawsuits and Litigation; Business or Company Management; Business and Shareholder Relations; Conflict of Interests; Food and Beverage Industry; United States
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      Ferri, Fabrizio, V.G. Narayanan, and James Weber. "Shareholder Activists at Friendly Ice Cream (A1)." Harvard Business School Case 109-013, September 2008. (Revised October 2008.)
      • September 2008 (Revised October 2008)
      • Supplement

      Shareholder Activists at Friendly Ice Cream (A2)

      By: V.G. Narayanan, Fabrizio Ferri and James Weber
      The A1 and A2 versions of the “Shareholder Activists at Friendly Ice Cream (A)” split the original A case into two parts. The A1 case ends as activists Sardar Biglari and Phil Cooley prepare to meet with CEO Don Smith at Friendly's headquarters in September 2006. The... View Details
      Keywords: Investment Activism; Business and Shareholder Relations; Governing and Advisory Boards; Conflict and Resolution; Lawsuits and Litigation; Business or Company Management; Food and Beverage Industry; United States
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      Narayanan, V.G., Fabrizio Ferri, and James Weber. "Shareholder Activists at Friendly Ice Cream (A2)." Harvard Business School Supplement 109-014, September 2008. (Revised October 2008.)
      • 2008
      • Chapter

      A New Generation of Pension Fund Management

      By: Robert C. Merton
      In talking about pension plans at this point in American economic and corporate history, we need to discuss three linked issues: the defined-benefit (DB) corporate plans that worked for our parents; the defined-contribution (DC) plans we're getting today because... View Details
      Keywords: Asset Management; Investment Funds; Compensation and Benefits; Risk Management; Retirement; United States
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      Merton, Robert C. "A New Generation of Pension Fund Management." Chap. 1 in Innovations in Investment Management, edited by H. Gifford Fong, 1–17. JOIM Conference Series. New York: Bloomberg Press, 2008.
      • August 2008
      • Teaching Note

      Tad O'Malley: The Investment Conundrum (TN)

      By: G. Felda Hardymon, Josh Lerner and Ann Leamon
      Teaching Note for [808125]. View Details
      Keywords: Investment; Opportunities; Leveraged Buyouts; Personal Development and Career; Resource Allocation
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      Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Tad O'Malley: The Investment Conundrum (TN)." Harvard Business School Teaching Note 809-044, August 2008.
      • August 2008 (Revised January 2014)
      • Case

      Polanco: A Fashionable Opportunity

      By: Arthur I Segel and Ben Creo
      Roberto Charvel is a young MBA graduate making his first personal real estate investment in his native Mexico City. Charvel is planning to purchase and renovate a nine-unit apartment building. Is the market good? Should he sell or lease the units? How should he handle... View Details
      Keywords: Investment; Housing; Leasing; Property; Real Estate Industry; Mexico City
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      Segel, Arthur I., and Ben Creo. "Polanco: A Fashionable Opportunity." Harvard Business School Case 209-012, August 2008. (Revised January 2014.)
      • April 2008 (Revised September 2008)
      • Case

      Shareholder Activists at Friendly Ice Cream (A)

      By: Fabrizio Ferri, V.G. Narayanan and James Weber
      Two activist investors, one a founder and one a hedge-fund manager, seek to improve board oversight at a chain restaurant company. Prestley Blake founded Friendly Ice Cream in 1935 with his brother, and the two created a chain of full-service restaurants. In 1979 they... View Details
      Keywords: Investment Activism; Governing and Advisory Boards; Lawsuits and Litigation; Business or Company Management; Business and Shareholder Relations; Conflict of Interests; Food and Beverage Industry; United States
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      Ferri, Fabrizio, V.G. Narayanan, and James Weber. "Shareholder Activists at Friendly Ice Cream (A)." Harvard Business School Case 108-024, April 2008. (Revised September 2008.)
      • 2008
      • Working Paper

      Using Financial Innovation to Support Savers: From Coercion to Excitement

      By: Peter Tufano
      We review a wide variety of programs that support savings by families, in particular by low- and moderate-income families. These programs range from ones that literally compel families to save, to those that make it hard not to save, make it easier to save, provide... View Details
      Keywords: Saving; Motivation and Incentives; Programs; Income; Personal Finance; Family and Family Relationships; Performance Effectiveness
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      Tufano, Peter, and Daniel Schneider. "Using Financial Innovation to Support Savers: From Coercion to Excitement." Harvard Business School Working Paper, No. 08-075, April 2008.
      • Article

      Czech Mate: Expropriation and Investor Protection in a Converging World

      By: Mihir A. Desai and Alberto Moel
      This paper examines the expropriation of a foreign investor by a local partner and the subsequent resolution of that case through international arbitration in favor of the investor. Despite the investor's 99% interest in joint venture, the local partner managed to... View Details
      Keywords: Joint Ventures; Capital Markets; Foreign Direct Investment; Geographic Location; Multinational Firms and Management; Governance Controls; Courts and Trials; Rights; Czech Republic; United States
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      Desai, Mihir A., and Alberto Moel. "Czech Mate: Expropriation and Investor Protection in a Converging World." Review of Finance 12, no. 1 (2008): 221–251. (This paper is a revised version of ECGI Working Paper No. 62/2004.)
      • 2008
      • Working Paper

      Where Does It Go? Spending by the Financially Constrained

      By: Shawn A. Cole, John Thompson and Peter Tufano
      In this paper, we analyze the spending decisions of over 1.5 million Americans who vary in their degree of revealed credit constraints. Specifically, we analyze how these Americans spend their income tax refunds, using transaction-level data from a stored-value card... View Details
      Keywords: Decision Choices and Conditions; Credit; Personal Finance; Spending; Taxation; Consumer Behavior; United States
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      Cole, Shawn A., John Thompson, and Peter Tufano. "Where Does It Go? Spending by the Financially Constrained." Harvard Business School Working Paper, No. 08-083, March 2008. (Revised April 2008.)
      • February 2008 (Revised May 2010)
      • Case

      Laurence Longren: End Game

      By: Howard H. Stevenson and Shirley M. Spence
      This case examines a successful 64-year old as he considers his goals, and how he should be spending his time, at this stage of his life. It briefly recounts his life story, and provides a special focus on personal financial planning and wealth management issues. View Details
      Keywords: Age; Financial Management; Time Management; Personal Development and Career; Planning
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      Stevenson, Howard H., and Shirley M. Spence. "Laurence Longren: End Game." Harvard Business School Case 808-076, February 2008. (Revised May 2010.)
      • February 2008 (Revised May 2008)
      • Case

      Tad O'Malley: The Investment Conundrum

      By: Felda Hardymon, Josh Lerner and Ann Leamon
      Tad O'Malley has just started as an associate with Empire Investment Group. He must evaluate three investment opportunities facing the big leveraged buyout firm. All are global, but each pertains to different offices and each deal has different strengths and... View Details
      Keywords: Leveraged Buyouts; Decision Choices and Conditions; Private Equity; Investment; Strength and Weakness; Negotiation Deal; Personal Development and Career
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      Hardymon, Felda, Josh Lerner, and Ann Leamon. "Tad O'Malley: The Investment Conundrum." Harvard Business School Case 808-125, February 2008. (Revised May 2008.)
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