Publications

March 2007
Teaching Note

UBS and Climate Change--Warming Up to Global Action?

By: Felix Oberholzer-Gee

Teaching note to 707511. View Details

Keywords: Financial Services Industry

June 2023
Supplement

Leading with Trust: Sarah Al-Suhaimi Video Supplement

By: Sandra J. Sucher, Sarah Livick-Moses and Dave Habeeb

This supplement features video interviews with Sarah Al Suhaimi, CEO of NCB Capital, the investment arm of Saudi's largest bank. View Details

Keywords: Leadership And Change Management; Women And Leadership; Women Executives; Stakeholder Management; Investment Banking; Growth and Development Strategy; Change Management; Strategy; Finance; Asset Management; Financial Services Industry; Saudi Arabia; Middle East

February 2006
Case

Adams Capital Management: Fund IV

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

The partners of Adams Capital Management must decide whether to start their fourth fund in early 2006 or to hold off until they have realized more exits from the earlier funds and have proved the viability of a recent change in strategy. View Details

Keywords: Investment Funds; Business Strategy; Decision Choices and Conditions; Financial Services Industry

01 Sep 2006
News

Faculty Research Online From HBS Working Knowledge

What Companies Lose from Forced Disclosure Increased corporate financial reporting may benefit many parties but not necessarily the companies themselves. New research by Assistant Professor Romana Autrey and her coauthors looks at the... View Details

01 Mar 2009
News

Damon Silvers

congressional bailout than Wall Street? No. The reason Congress voted in October to allot $700 billion for financial institutions was the risk that multiple bankruptcies would place the economy in jeopardy. Let’s apply that reasoning to... View Details

Keywords: Roger Thompson; Administration of Economic Programs; Government; Transportation Equipment Manufacturing; Manufacturing; Transportation

Article

Relationships, Competition, and the Structure of Investment Banking Markets

By: Bharat Anand and Alexander Galetovic

Keywords: Relationships; Competition; Banks and Banking; Markets; Banking Industry

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Read Now

April 1985 (Revised February 1990)
Background Note

Regulation and Competition in Commercial Banking

By: Richard H.K. Vietor and Dekkers L. Davidson

Keywords: Commercial Banking; Competition; Banking Industry

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Carissa Bryce Christensen is the founder and CEO of BryceTech LLC, an analytics and engineering firm serving clients with deep tech-enabled missions, including NASA and the US Department of Defense. She also founded and leads Bryce Space and Technology Limited in the... View Details

Keywords: Artificial Intelligence;#10;#Aviation & Aerospace;#17;#Defense, Military, & Space

2009
Case

Blaine Kitchenware, Inc.: Capital Structure (TN): Brief Case.

By: Timothy A. Luehrman and Joel L. Heilprin

Keywords: Capital Structure; Financial Strategy; Interest Rates; Taxation; Stocks; Consumer Products Industry

19 May 2003
Lessons from the Classroom

Business Plan Winner Targets India Dropouts

to the problem of education. Our hope is to pioneer this strategy and, if it is successful, to foster a replication of this model throughout the developing world. Q: What was the most surprising thing you learned when creating this plan?... View Details

Keywords: by Carla Tishler; Financial Services

February 2007 (Revised April 2010)
Teaching Note

Innovation and Collaboration at Merrill Lynch (TN)

By: Boris Groysberg and Amanda Cowen

Keywords: Innovation and Invention; Cooperation; Financial Services Industry

January 2019 (Revised March 2020)
Case

Blackstone Alternative Asset Management in 2018

By: Emil Siriwardane, Luis M. Viceira and Shawn O'Brien

In early 2018, Blackstone announced that John McCormick would succeed Tom Hill as President and Chief Executive Officer of Blackstone Alternative Asset Management (BAAM), the largest fund-of-hedge funds in the world by a sizeable margin. As new CEO, McCormick must... View Details

Keywords: Asset Management; Expansion; Strategy; Decision Choices and Conditions; Financial Services Industry

29 Apr 2008
Research Event

Venture Capital

world—economies forever. The conference addressed some major issues and questions: What strategies are most effective in creating a top-decile firm? Will those strategies also work in the face of new... View Details

Keywords: by Josh Lerner; Financial Services

17 Nov 2015
First Look

November 17, 2015

right strategy to grow the club. He wondered if the “moneyball” approach—when a smaller team competed with wealthier teams by using statistical analysis to buy undervalued assets and sell overvalued assets—could work in football and if... View Details

Keywords: Sean Silverthorne

20 Aug 2024
Book

Why Competing With Tech Giants Requires Finding Your Own Edge

its peak in 2017. Over the years, Ping An implemented its finance plus ecosystem strategy through three steps. First, it used technology to enable and increase the competitiveness of its core business of View Details

Keywords: by Feng Zhu; Technology; Information Technology

Article

Large Banks and Small Firm Lending

By: Vitaly Bord, Victoria Ivashina and Ryan D. Taliaferro

We examine the long-lasting effects of the 2007 real estate price collapse on small business credit supply. Banks affected by the decline in real estate prices systematically contracted their credit to small firms. At the same time, regional and local banks, many of... View Details

Keywords: Small Firms; Credit Supply; Banking Competition; Small Business; Credit; Financial Crisis; Banks and Banking; Competition

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March 2007 (Revised August 2014)
Case

Survey Masters LLC (A)

By: William J. Bruns

Partners in a service firm are reviewing results for 2006, wondering whether large or small projects are more profitable. Present reports make small projects look more profitable. However, activity-based accounting reveals that large projects are more profitable and... View Details

Keywords: Activity Based Costing and Management; Financial Reporting; Cost vs Benefits; Financial Strategy; Service Industry