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  • October 1999 (Revised November 1999)
  • Teaching Note

CIBC Corporate and Investment Banking: (A),(B),(B) Condensed, and (C) TN

By: Joseph L. Bower and Michael Raynor
Teaching Note for (9-300-041), (9-300-042), (9-300-003), and (9-300-043). View Details
Keywords: Financial Services Industry
Citation
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Bower, Joseph L., and Michael Raynor. "CIBC Corporate and Investment Banking: (A),(B),(B) Condensed, and (C) TN." Harvard Business School Teaching Note 300-044, October 1999. (Revised November 1999.)
  • April 1999 (Revised November 1999)
  • Case

Adams Capital Management: March 1999

By: G. Felda Hardymon and Bill Wasik
On February 24, 1999, the advisory board of Adams Capital Management convened for its quarterly meeting at the firm's headquarters. One point on the agenda: whether or not to proceed with due diligence on an investment in Three Points, a maker of Internet-based team... View Details
Keywords: Venture Capital; Governing and Advisory Boards; Management Systems; Investment; Goals and Objectives; Financial Services Industry
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Hardymon, G. Felda, and Bill Wasik. "Adams Capital Management: March 1999." Harvard Business School Case 899-256, April 1999. (Revised November 1999.)
  • February 1998
  • Case

Security Capital Group Incorporated

By: Jay O. Light, William J. Poorvu and Elizabeth McLoughlin
Keywords: Financial Services Industry
Citation
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Light, Jay O., William J. Poorvu, and Elizabeth McLoughlin. "Security Capital Group Incorporated." Harvard Business School Case 898-175, February 1998.
  • 2005
  • Chapter

Microfinance: The Next Ten Years

By: Michael Chu
A review of the history of commercial microfinance and a view on the key developments in the next decade. View Details
Keywords: History; Microfinance; Financial Services Industry
Citation
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Chu, Michael. "Microfinance: The Next Ten Years." In Microbanking: Creating Opportunities for the Poor Through Innovation, edited by A. Pakpahan, E. M. Lokollo, and K. Wijaya. Jakarta: Bank Rakyat Indonesia, 2005.
  • February 1997
  • Case

Advent of Venture Capital in Latin America, The

By: Debora L. Spar
Widely regarded as the leader in international private equity, Advent International is considering the establishment of a private equity fund in Latin America in 1996. Typically, Advent entered new private equity markets through the creation of multicountry regional... View Details
Keywords: Venture Capital; Joint Ventures; Market Entry and Exit; Globalized Markets and Industries; Financial Services Industry; Boston; Latin America
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Spar, Debora L., and Elizabeth B. Stein. "Advent of Venture Capital in Latin America, The." Harvard Business School Case 797-077, February 1997.
  • June 1988 (Revised May 1989)
  • Case

Primerica Corp. (A): How American Can Discovered Primerica

By: Stephen A. Greyser and Norman Klein
Keywords: Financial Services Industry
Citation
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Greyser, Stephen A., and Norman Klein. "Primerica Corp. (A): How American Can Discovered Primerica." Harvard Business School Case 588-066, June 1988. (Revised May 1989.)
  • 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
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Burton, M. Diane. "Rob Parson at Morgan Stanley (C)." Harvard Business School Case 498-056, February 1998. (Revised January 1999.)
  • March 1996
  • Case

Ernst & Young United Kingdom (B) (Abridged)

By: John J. Gabarro and Samantha Graff
Keywords: Financial Services Industry; United Kingdom
Citation
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Gabarro, John J., and Samantha Graff. "Ernst & Young United Kingdom (B) (Abridged)." Harvard Business School Case 496-050, March 1996.
  • September 1994
  • Case

Leadership Problems at Salomon (A)

By: Lynn S. Paine and Michael Santoro
Deryck Maughan, a vice chairman and co-head of investment banking at Salomon Brothers, learns that his superiors have been less than candid about their knowledge of bidding improprieties by the firm's government trading desk. He must decide what, if anything, he should... View Details
Keywords: Leadership; Decision Choices and Conditions; Ethics; Moral Sensibility; Values and Beliefs; Crime and Corruption; Rank and Position; Financial Services Industry
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Paine, Lynn S., and Michael Santoro. "Leadership Problems at Salomon (A)." Harvard Business School Case 395-044, September 1994.
  • August 1994
  • Case

E.F. Hutton (C)

By: Lynn S. Paine and Jane Palley Katz
Keywords: Financial Services Industry
Citation
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Paine, Lynn S., and Jane Palley Katz. "E.F. Hutton (C)." Harvard Business School Case 395-006, August 1994.
  • August 1994
  • Case

E.F. Hutton (A)

By: Lynn S. Paine and Jane Palley Katz
Keywords: Financial Services Industry
Citation
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Paine, Lynn S., and Jane Palley Katz. "E.F. Hutton (A)." Harvard Business School Case 395-004, August 1994.
  • May 1994
  • Teaching Note

BayBank Boston TN

By: Joseph L. Badaracco Jr. and Jerry Useem
Teaching Note for (9-393-095). View Details
Keywords: Mortgages; Problems and Challenges; Programs; Business and Community Relations; Financial Services Industry; Boston
Citation
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Badaracco, Joseph L., Jr., and Jerry Useem. "BayBank Boston TN." Harvard Business School Teaching Note 394-211, May 1994.
  • May 1986 (Revised July 1986)
  • Case

MBAs at Merrill Lynch

By: George C. Lodge
Keywords: Financial Services Industry
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Lodge, George C. "MBAs at Merrill Lynch." Harvard Business School Case 386-194, May 1986. (Revised July 1986.)
  • 01 Dec 2004
  • News

HBS to Release 2004 Annual Report

Thanks to diligent fiscal management and growth from income-producing activities, Harvard Business School finished fiscal year 2004 last June in a strong financial position. Total revenues of $309 million reflected a 5.1 percent increase... View Details
Keywords: Educational Services; Educational Services
  • 01 Dec 2009
  • News

An Action Plan for Economic Recovery

If so, who should that be? The Treasury has proposed that systemic risks be monitored by a newly formed Financial Services Oversight Council, with the Fed becoming the primary regulator of all institutions... View Details
Keywords: Roger Thompson; Finance
  • Web

Blog | Social Enterprise | Harvard Business School

Social Enterprise Initiative 25th anniversary blog series, which hi... Building an Impact Investing Ecosystem in China Cissy Chen 10 Jan 2019 Before coming to HBS, I worked for a number of years in financial View Details
  • Web

Entrepreneurship in Life Sciences - Course Catalog

with the appropriate financial and human resources, and scaling. The course will explore which areas of the life sciences are ripe for innovation and entrepreneurship and will cover therapeutics, devices, diagnostics, and related View Details
  • 01 Aug 1998
  • News

Year-End Roundup: Dean's Award, Other Honors Conferred as Class of '98 Graduates

Rubin, shared his experiences and lessons learned from his many years of service with Goldman Sachs and in government. He encouraged students "to do your best with the utmost focus but at the same time reach out for opportunities to... View Details
  • 17 Nov 2015
  • First Look

November 17, 2015

forthcoming Journal of Financial Economics Introduction: New Perspectives on Corporate Capital Structure By: Acharya, Viral, Heitor Almeida, and Malcolm Baker Abstract—The National Bureau of Economic Research held a symposium titled... View Details
Keywords: Sean Silverthorne
  • Fast Answer

Biotech and medical devices: Company Data and Analysis

Where can I find biotech and medical devices company financials and analysis? We suggest that you may use at least more than one of them for your company research. Capital IQ - Data on public and private companies, investment firms,... View Details
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