Banks - Publications - Faculty & Research

01 Jun 2007
News

A Class All His Own

dedicated, long-serving volunteers. In typical fashion, Brigham says little about himself, instead focusing on his classmates. “There was a fellow from North Dakota whose father was president of the local bank,” he recalls. “The bank went... View Details

Keywords: Business Schools & Computer & Management Training; Educational Services; Finance

24 Apr 2014
News

Unlocking mobile money in emerging markets

buyers and sellers are currently excluded from global commerce. These individuals, because of their collective size, will likely redefine the concept of banking and financial access in the future.” Working in developing countries is both... View Details

01 Jun 2009
Lessons from the Classroom

The Challenges of Investing in Science-Based Innovation

Education program called Managing Breakthroughs—From Science to Enterprise. "Wall Street has conventional and not always accurate measures of a company's value." Take Bank of America, which just renewed a $25 million, five-year... View Details

Keywords: by Julia Hanna; Banking; Banking; Banking

October 2011 (Revised February 2018)
Teaching Note

Mike Mayo Takes on Citigroup (A) and (B)

By: Suraj Srinivasan

Keywords: Banks and Banking

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October 2007 (Revised August 2013)
Supplement

Bohemian Crowns: Ceskoslovenska Obchodni Banka (C)

By: Rawi Abdelal, Daniela Beyersdorfer and Ane Damgaard Jensen

Keywords: Banks and Banking; Czech Republic

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December 1974 (Revised May 1990)
Case

Hartford Steam Boiler Inspection and Insurance Co.

By: W. Earl Sasser and Robert L. Banks

Keywords: Insurance Industry

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01 Sep 2012
News

Expertise From The Front Lines Of The Eurozone

Roscini As news headlines continue to validate uncertainty about the European debt crisis, HBS students have a direct line to an expert in the field. Senior Lecturer Dante Roscini (MBA 1988), the L.E. Simmons Faculty Fellow, left a 20-year career in European View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services; Funds, Trusts, and Other Financial Vehicles; Finance

March 2009 (Revised May 2011)
Case

The Credit Suisse/Gerson Lehrman Group Alliance

By: Robert G. Eccles and Laura Winig

The equity research department of Credit Suisse and the expert network firm of Gerson Lehrman Group, historically competitors, have established a strategic alliance which both believe will give them a competitive advantage. Under the leadership of its head of equity... View Details

Keywords: Business Model; Financial Crisis; Investment Banking; Innovation and Invention; Alliances; Social and Collaborative Networks; Competitive Advantage; Banking Industry

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11 Jun 2014
News

Improving conditions for climbers' guides in Nepal

of my gear to the porters," says Petzel, who has climbed all of the "Seven Summits"—the tallest mountain on each of Earth's seven continents. He now occupies himself at a more manageable altitude in London, where he works for Goldman Sachs as a managing director in the... View Details

01 Mar 2017
News

In My Humble Opinion: Arunma Oteh (MBA 1990)

(Photograph by Stephen Voss) World Bank VP and Treasurer Arunma Oteh (MBA 1990) has a clear sense of why she likes her job: “You bring very sophisticated finance tools to tackle the world’s most challenging problems.” Originally from... View Details

Keywords: Julia Hanna

May 19, 2007
Article

Bernanke's False Dictionary

By: Robert C. Pozen

Keywords: Banks and Banking; Economics

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19 Jan 2024
News

Blockchain for Good

After immigrating to the United Kingdom in the late 1960s to escape the Nigeria-Biafra civil war, Stella Dyer (MBA 1994) and her family lived in public housing and had very little money. “But we still had more than our friends and relatives back home,” she recalls. “My... View Details

April 2008 (Revised December 2008)
Case

Leveraged Loans 2007

By: Andre F. Perold and Erik Stafford

The leveraged loan market was in a crisis during the summer of 2007, following many years of low realized volatility (less than 4% per annum), an index of leveraged loans had fallen over 5% in the month of July. A sudden drop in capital market prices for an asset class... View Details

Keywords: History; Financial Liquidity; Investment; Financial Crisis; Market Transactions; Disruption; Decision Choices and Conditions; Competitive Strategy; Capital Markets; Crisis Management; Commercial Banking; Banking Industry; Banking Industry

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11 Sep 2018
Working Paper Summaries

IQ from IP: Simplifying Search in Portfolio Choice

Keywords: by Huaizhi Chen, Lauren Cohen, Umit Gurun, Dong Lou, and Christopher J. Malloy

2016
Article

The Federal Reserve's Balance Sheet as a Financial-Stability Tool

By: Robin Greenwood, Samuel Gregory Hanson and Jeremy C. Stein

We argue that the Federal Reserve should use its balance sheet to help reduce a key threat to financial stability: the tendency for private-sector financial intermediaries to engage in excessive amounts of maturity transformation—i.e., to finance risky assets using... View Details

Keywords: Central Banking; Policy; Risk Management; Public Administration Industry; United States

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January 2011
Teaching Note

Banco Compartamos: Life after the IPO (TN)

By: Michael Chu

Teaching Note for 308-094. View Details

Keywords: Banks and Banking; Initial Public Offering; Investment Return; Financial Institutions; Microfinance; Capital Markets; Competition; Decisions; Banking Industry; Mexico

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December 2004 (Revised April 2006)
Case

Managing Diversity at Cityside Financial Services

By: Robin J. Ely and Ingrid Vargas

Cityside Financial Services, a disguised consumer bank, serves both a largely African-American urban community and a more affluent, predominantly white clientele. To match the gender and racial makeup of its staff to that of its customers, Cityside's sales division... View Details

Keywords: Selection and Staffing; Situation or Environment; Race; Employees; Gender; Customer Satisfaction; Diversity; Cross-Cultural and Cross-Border Issues; Banks and Banking; Banking Industry

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15 May 2012
News

Finally Finding the Right Fit

pursued a variety of career aspirations. Heffernan trained as a doctor (graduating first in his class), practiced briefly, and decided that medicine was not the right fit. He tried investment banking with Goldman Sachs for a few years,... View Details

Keywords: fashion; apparel; Apparel Manufacturing; Manufacturing

08 Oct 2020
News

JPMorgan Chase Commits $30 Billion to Advance Racial Equity

more tangible, meaningful way.” The release notes that the firm’s commitment will focus on promoting and expanding affordable housing and homeownership for underserved communities; growing Black- and Latinx-owned businesses; improving financial health and access to... View Details

April 1993
Case

Sumiko Ito

By: David A. Thomas

Describes the life and career of the first Japanese female investment banker at Nomura Securities, Sumiko Ito, who later became a partner at Alex Brown, a U.S. investment bank. Organized around the major life events and career transitions Ms. Ito experienced. Set in... View Details