Publications

01 Dec 2003
News

An Authentic Leader

that focuses on the short term? I think to some extent business schools focus too much on developing people for the financial community and consulting, both of which are very numbers-oriented. There’s... View Details

Keywords: Roger Thompson; Colleges, Universities, and Professional Schools; Educational Services

18 Mar 2021
News

Authentically Leading with Blind Ambition

In a recent virtual fireside chat, HBS Senior Fellow Bill George spoke with Chad E. Foster (PLDA 21, 2016), who learned that, though he lost his vision in his early 20s, blindness was a “gift” from which he developed the mental stamina... View Details

25 Aug 2022
News

Open Market

participate in their own financial future. If I think about the people who make up Robinhood, it’s people who are humble, people who want to have an impact, and people who have a passion for the customers we are serving. We have scaled... View Details

Keywords: Dan Morrell; illustration by Keith Negley; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

01 Mar 2023
News

The Exchange: Micro Management

Image by John Ritter In the 50 years since modern microfinance was introduced as a tool to fight poverty, institutions have distributed hundreds of millions of loans to people in developing countries. Such loans are repaid at rates often... View Details

Keywords: Jen McFarland Flint; Funds, Trusts, and Other Financial Vehicles; Funds, Trusts, and Other Financial Vehicles

February 1998 (Revised January 1999)
Case

Rob Parson at Morgan Stanley (C) (Abridged)

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. View Details

Keywords: Management; Personal Development and Career; Performance Evaluation; Financial Services Industry

March 2010
Teaching Note

New York Life and Immediate Annuities (TN)

By: Julio J. Rotemberg and John T. Gourville

Teaching Note for [510040]. View Details

Keywords: Retirement; Salesforce Management; Annuities; Insurance Industry

April 2002 (Revised October 2003)
Case

Pension Plan of Bethlehem Steel, 2001, The

By: Peter Tufano

Bethlehem Steel's 2001 bankruptcy filing inspires an employee's daughter to evaluate her father's pension plan, weeks after September 11's tragedies exacerbated a weakening U.S. economy and just months before her father planned to retire. Battered equity markets and... View Details

Keywords: Asset Management; Financial Instruments; Retirement; Steel Industry; United States

16 Jul 2024
Research & Ideas

Weighing Digital Tradeoffs in Private Equity

[portfolio] firms more efficient.” “The growing success of digital transformation over the past decade has allowed PE firms to develop newer approaches to value creation. Digital technologies allow PE portfolio companies to gain both from... View Details

Keywords: by Michael Blanding; Financial Services

01 Jun 2003
News

Bottom-Line Discrepancies

and the degree to which book and tax income are allowed to diverge. Desai concludes by pointing out that “the underlying developments driving these phenomena — including increased globalization and financial... View Details

Keywords: Publishing Industries (except Internet); Information

March 2008
Supplement

Patel Food and Chemicals Private Limited (B)

By: Felda Hardymon and Ann Leamon

Alok Patel, the founder and chairman of a Gujarat-based, privately held edible oils processor, has hired a CFO and the company is doing extremely well. He wants to add a new plant to process oilive oil, but estimates he will need $20 million. He must decide among... View Details

Keywords: Financial Management; Growth and Development Strategy; Financing and Loans; Investment; Financial Strategy; Food and Beverage Industry; Chemical Industry; Gujarat

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November 27, 2023
Article

How James Mwangi Worked to Democratize Banking Across Africa

By: Ranjay Gulati

Keywords: Personal Development and Career; Moral Sensibility; Decisions; Financial Services Industry

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Read Now

01 May 2015
News

Celebrating and Supporting Leadership

Difference stories of alumni, faculty, and student impact. Also, so far, more than 22,500 alumni and friends have made gifts of all sizes toward the Campaign’s financial goals. Continuing the inspiring and celebratory nature of the... View Details

Keywords: Educational Services

Career Coach

Ildi Nielsen

and consumer products companies. Ildi also spent 12 years as an Executive Search Consultant in New York and Chicago for financial services firms. She worked with senior executives to build their teams and with a multitude of... 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)

15 Sep 2017
Working Paper Summaries

Debt Redemption and Reserve Accumulation

Keywords: by Laura Alfaro and Fabio Kanczuk

January 2001
Case

World Bank and Knowledge Management, The: The Case of the Urban Services Thematic Group

By: William E. Fulmer and W. Earl Sasser

The World Bank has implemented a knowledge management initiative. One of its communities of practice is to take the lead in a $50 billion commitment to address urban slums. The community of practice is struggling with its mission and how knowledge management can help. View Details

Keywords: Urban Development; Knowledge Management; Problems and Challenges; Financial Services Industry

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Profile

Leo Markel

Why was earning your MBA at Harvard Business School important to you? I came to Harvard Business School to further develop my leadership ability. While confident in my analytical skills, I recognized that I did not have the leadership... View Details

Keywords: Financial Services; Financial Services; Financial Services; Financial Services

01 Jun 2009
Lessons from the Classroom

The Challenges of Investing in Science-Based Innovation

because you're talking about discovering something that's completely new," she says. "That requires a different kind of management strategy." For example, the financial metrics used to make management decisions in... View Details

Keywords: by Julia Hanna; Banking; Auto; Pharmaceutical

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